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.
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(s): Current and Prospective Donor Research
Audience: Applied
Speakers
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.
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.5 Ways to Develop Billion-Dollar Donor Relationships
Ready to learn the best ways to cultivate donor relationships and attract your largest-ever gift? In this session, you’ll learn five strategies to build lasting trust and focus on the impact of philanthropy through the donor's lens. This presentation will be based on the case study of a $1B gift.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Karen Cochran, CFRE, MA
Philanthropy Innovators - Founder & Chief Philanthropic Innovator
Karen is a seasoned philanthropic strategist who has led and mentored teams that raised more than $7.5 billion. She brings experience as a nonprofit volunteer and senior leader at several well-known research universities where she built fundraising and advancement teams that significantly increased both results and impact. A strong advocate for professional development, mentorship, and workplace well-being, Karen is a certified Marshall Goldsmith Stakeholder Centered Coach. Known for her organizational acumen, forward-thinking vision, and commitment to inclusion, Karen helps build cultures that encourage everyone to be their best in service to their mission.6 Things You Should Do to Get Your Board Ready for a Capital Campaign
If you’re planning a capital campaign, your board members are likely to be anxious. In this session, we’ll give you simple and effective ways to get your board members ready for a campaign.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Amy Eisenstein, ACFRE
Capital Campaign Pro - CEO
Amy Eisenstein, ACFRE, is the CEO and Co-Founder of Capital Campaign Pro. She has been a development professional and fundraising consultant for more than 25 years. Since 2008, she has consulted for nonprofit organizations on capital campaigns and major gift fundraising. She is a frequent speaker at national and local conferences and has authored several books on fundraising including, Major Gift Fundraising for Small Shops. Amy served on the board of AFP-NJ for nearly a decade, including serving as President of the board in 2014 and 2015.A Decade of LGBTQ+ Philanthropy: Trends and Implications for Funders and Nonprofits
The Equitable Giving Lab's LGBTQ+ Index reveals that despite heightened attention to LGBTQ+ issues, giving to LGBTQ+ organizations remains a small share of overall giving. This session will unpack trends, challenges, and opportunities that have emerged in LGBTQ+ philanthropy and discuss implications for funders and nonprofits in this pivotal moment.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Katie Hultquist, MA
Outright International - Director of Leadership Giving
Katie Hultquist is Director of Leadership Giving for Outright International, a global nonprofit advancing human rights and equality for LGBTIQ people around the world. She has 25+ years of experience in nonprofit management, philanthropy, and social justice activism for local, national, and international organizations including NPH USA, Ashoka, and many others. Katie holds an Executive Masters in Nonprofit Leadership from Seattle University and a BA in International Studies from UNC-Chapel Hill.
Indiana University Lilly Family School of Philanthropy - Interim Director, Women's Philanthropy Institute
Jacqueline Ackerman is interim director at the Women’s Philanthropy Institute, which believes that gender matters in philanthropy, and that solving the world’s complex problems requires perspective, leadership, and generosity from women and men. Her work centers on moving WPI research into action, delivering insights to donors, fundraisers, and sector leaders that grow women’s giving and deepen fundraisers’ engagements with women donors. Jacqueline joined the Lilly Family School of Philanthropy in 2012 after earning a Master’s in Public Affairs from the Indiana University O’Neill School of Public and Environmental Affairs in Bloomington.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.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(s): Leadership and Management
Audience: Strategic
Speakers
Meena Das, Master of Science
NamasteData - CEO
Meena Das is the CEO, consultant, trainer, and speaker with NamasteData, a data and AI equity consulting practice for nonprofits. Her career spans over 15 years in data, AI, and systems over multiple countries, multiple industries. She holds three advanced (master’s) degrees in computer science, Data Science, and Computer Applications, with minors in Human-Centric Design Thinking. She has drafted multiple Data Values and Community-Centered AI Values documents across the nonprofit industry. She speaks at national and international conferences on the intersection of data, equity, inclusion, and algorithms.Michelle Flores Vryn, CFRE
iNaturalist - Head of Development
Michelle Flores Vryn, CFRE (she/her) is a lifelong learner and cross-sectoral community-builder. Before joining iNaturalist as Head of Development, she worked in conservation missions for endangered species, park protection and nature education. Michelle proudly serves on the AFP Global Board and co-organizes the Community-Centric Fundraising (CCF) Texas Chapter.Changing the Narrative: Moving Toward Autonomy, Accountability, and Abundance in Fundraising
What stories do our relationships with funders and donors tell? This session will explore the potential for fundraising practices to create narratives of autonomy, accountability, and abundance that can help to reshape philanthropy in service of racial equity and economic justice goals.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Erika Pettersen, MA
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(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
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.Anthony Pomonis, CFRE
University of Central Florida - Executive Director of Advancement
Anthony Pomonis, CFRE has spent the last two-plus decades helping individuals unlock meaningful experiences in their lives. He has served as a major gift officer for the University of Illinois, 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, opening 5 regional restaurants. He served on the Regional Executive Board of Big Brothers Big Sisters, spent 5 years on the executive board of his local Greek Orthodox Church, and 2 years in service at the Kirby Medical Foundation Board.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(s): Leadership and Management
Audience: Strategic
Speakers
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.
Seattle Chinatown International District Preservation & Deve - Co-Executive Director
Jamie Lee has nearly 20 years of experience in the non-profit and public sector and has held leadership roles at SCIDpda for eight of those years. She most recently served as SCIDpda’s Director of Community Initiatives, overseeing external partnerships, fundraising, small business assistance, public space design, and neighborhood safety. Jamie is currently the Board Chair at the International District Emergency Center and has served on a number of other boards and committees, including Chinatown International District Business Improvement Area and Historic South Downtown. In 2021, Jamie received the Friend of Housing Community Crisis Response Award.
Seattle Chinatown International District Preservation & Deve - Co-Executive Director
Jared Jonson has nearly 20 years of experience in the non-profit and public sector and has served the SCIDpda on the board and staff for six years. Jared most recently served as SCIDpda’s Director of Property Operations, overseeing residential and commercial property management and maintenance, and prior to his staff role Jared served as Board President of SCIDpda’s Board of Directors for two years. Jared’s career includes roles in running political campaigns and building civic/political power for AANHPI communities, built environment policy and government relations roles at the King County Department of Transportation and the Urban Land Institute.Anh Vo, MA
Alford Group - Chief Culture Officer
Anh Vo is driven by the belief that by helping others succeed, we all succeed. In her work with organizations, she has provided leadership development, change leadership, and strategic planning and implementation. She has a systemic approach and is highly adept at creating environments of collaboration and accountability. Anh has worked extensively in advancing racial dialogues and practice of justice, equity, diversity and inclusion in her work. She has encountered an expressed deep need from the organizations she has partnered with for safety and belonging, where agreed sets of behaviors enable employees to work effectively in cross-cultural and multi?cultural environmentsCompelling & Inclusive Storytelling – How to Center Underrepresented Voices
Don't miss this opportunity to elevate your storytelling prowess and engage diverse perspectives in your organization's fundraising efforts. Participants will learn powerful tactics and principles, including asset framing and community-centric fundraising, to amplify marginalized narratives authentically. Join the discussion about operationalizing these strategies for genuine partnership and impactful storytelling.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Park City Community Foundation - VP of Development
Alexis is the VP of Development at Park City Community Foundation and is a seasoned fundraising professional. She’s played pivotal roles leading and collaborating with several Development teams in reaching and exceeding multi-million-dollar fundraising goals year after year. Previously, she held Development roles at Volunteers of America, Utah and other human services agencies in Salt Lake City. Alexis started her career in digital marketing and brand management but transitioned into nonprofit fundraising to apply her skillset to community impact. She serves on the Boards of Directors of the AFP Utah Chapter and an affordable housing nonprofit serving several Utah counties.
Park City Community Foundation - VP of Equity & Impact
Diego migrated from Peru in 2005 to attend the David Eccles School of Business at the University of Utah. His journey in the philanthropy sector began in 2009 when he managed education programs and directly worked with immigrant families and their children. With a focus on collaboration and community organizing, he works towards improving equitable outcomes for communities of color as well as other marginalized groups. Diego believes that through empowering folks and creating more inclusive environments, philanthropy can do more than just address the symptoms, but rather, examine the root causes and systems in place creating these disparate outcomes.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(s): Leadership and Management
Audience: Applied
Speakers
Government of Canada - Senior Advisor
Sana Mahboob is a Past-President of AFP Manitoba and an enormous advocate for the communities she serves across the globe. Sana serves in executive positions on local, national, and international Boards – ranging from philanthropy, sports, youth and information technology. With over a decade of diverse experiences, Sana is now serving as a Special Advisor with the Government of Canada. She has a transparent discussion style, and as an immigrant to Canada, Sana brings a diverse perspective and passion to everything she does professionally, and personally.Ana Luisa Ramirez, MBA, AFP Certified Facilitator (formerly AFP Master Trainer)
Gestión Filantrópica SC - Consultora
Ana Luisa has served the non-profit sector for over 20 years, and is the CEO of Gestión FIlantrópica, a mexican consulting firm. Previously she has held various positions including the Director of fundraising at Ministry of Culture of the state, and the children´s museum. Ana Luisa now serves as a public servant with an elected position in the city council of Zapopan, the largest city of Jalisco. She´s served on the International Board, Co-founder of the AFP México Foundation, Past-President of her local chapter. Ana Luisa loves teaching at the Jesuit University ITESO.
Casa Hogar Ana Maria Casillass Cruz - Special Projects Manager
Majoy Camberos seeks growth in cultural, educational, and philanthropic fields with interdisciplinary experience which enriches her problem-solving approach with background in administration, logistics, and orchestral production, serves as Project Developer at Orphanage Ana Maria Casillas. AFP member since 2020, she currently holds the secretary position at AFP Occidente Pacífico México.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.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.netCreating a Culture of Commitment Within Your Development Team
This session addresses the critical challenge of attracting, developing, and retaining top fundraising talent in the nonprofit sector. You'll gain insights and strategies for creating a supportive and engaging work culture that fosters long-term commitment and reduces turnover among fundraising professionals. This could be the best fundraising job ever!
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Tammy Zonker, AFP Certified Facilitator (formerly AFP Master Trainer), CFRM
Fundraising Transformed - Fundraising Strategist, AFP Master Trainer & Keynote Speaker
I'm the Founder and President of Fundraising Transformed and host of The Intentional Fundraiser Podcast. I’ve been a major gifts strategist and fundraising expert for more than 25 years. I’m also a certi?ed AFP Facilitator and international keynote speaker. I’ve led and trained thousands of nonpro?t social service organizations, private schools, colleges and universities, and healthcare organizations to collectively raise more than a half-billion dollars — and counting — including a single gift of $27.1M. I currently serve as Dean at the Institute for Charitable Giving, Contributing writer to NonProfit PRO, and Senior Advisor at Capital Campaign Pro.Demystifying DAFs: Findings from the National Survey of DAF Donors
Do donor advised funds (DAFs) seem like a mystery to you? The National Survey of DAF Donors provides valuable insights to help you better understand DAFs and offers practical applications for professional fundraising. You will learn how to identify DAF donors, cultivate better relationships with them, and customize solicitations.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Brigham Young University - MPA Student
Rachel Sumsion is currently pursuing a Master’s degree in Public Administration at Brigham Young University and has a background in sociology, nonprofit management, international development, and business. Rachel is particularly drawn to research that has practical applications and has studied various topics, including donor advised funds, social impacts, and food insecurity. Beyond academia, Rachel has worked as a philanthropic consultant. In her free time, you can find Rachel going for a run or spending time with family.Dan Heist, MA, PhD
Brigham Young University - Assistant Professor
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at Brigham Young University. He researches philanthropy, charitable giving, and volunteering. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative. Before receiving a Ph.D. in Social Welfare from the University of Pennsylvania, Dr. Heist spent nine years as a professional fundraiser. Dr. Heist earned a Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at IUPUI and was a Certified Fundraising Executive (CFRE). His professional experience informs his research on donor behavior.Do you have to ASK? YES! ...and No!
"How do I ask for major gifts?" That depends on your relationship! Join ASK Experts Pam and Marcy to journey from strangers to cherished benefactors. Learn to ask to grow relationships from FIRST appointment to comfortable conversations leading to major investments. Marcy will sing. Pam will shine!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Pamela Perkins Dwyer, MA, CFRM
Los Angelos Master Chorale - Major Gifts Officer
Pamela is an accomplished fundraising executive with extensive experience spanning major gifts, capital campaigns, board engagement, strategic planning, and financial management. Her expertise in donor stewardship has been pivotal in securing significant contributions throughout her career. Pamela currently serves as Director of Major Gifts for the Los Angeles Master Chorale, a distinguished resident company of The Music Center in Los Angeles. In addition, she holds a position on the AFP US Foundation Board of Directors. Pamela earned a Master of Science from Boston University and a Bachelor of Arts from Howard UniversityMarcy Heim, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), CSP - Certified Speaking Professional, PLCC Professional Life Coaching Certification UW Madison
The Artful Asker - CEO
A 30-year major-giving expert, international consultant, and author, Marcy Heim, CEO, The Artful Asker, has inspired Leadership, Boards, and Fundraisers with mindset/method tools for multi-million-dollar, sustained generosity! Her 3-sentence Ask gets a delighted “yes.” After 2 decades raising major gifts at UW-Madison and through a $1.8B campaign, she now consults all sizes/sector shops. AFP Master Trainer, CASE Crystal Apple recipient, Marcy’s high-energy sessions renew your zest for fundraising and life.Embracing the Collaborative Giving Revolution
Today’s major donor is a strategic, social investor moved by impact and connection. To succeed, you must focus on “partnership” over making a “pitch.” In this presentation, hear from a researcher, major donor and practitioner about how we can transform to meet today's collaboration-minded givers and create a better experience.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Brian Gawor, CFRE
JGA - Consultant
Brian Gawor, CFRE is a 25-year higher education and non-profit veteran, and dedicated “giving geek.” A former annual giving and major gifts professional turned consultant, he has helped higher education institutions of all sizes transform their engagement with data-driven strategies that maximize response from an inclusive, purposeful donor base. Brian has presented at over 100 professional conferences, created the top-rated Fundraising Voices podcast to showcase innovation in donor engagement, and regularly shares insights on LinkedIn.
Lisa Greer - founder
Lisa Greer is a philanthropic advocate dedicated to reshaping charitable giving. Following her transformative journey into the 1%, Lisa and her husband were disillusioned by the impersonal norms of philanthropy. Determined to instigate change, Lisa channels her expertise as a businesswoman to empower nonprofits with sustainable fundraising strategies. Through her bestselling book "Philanthropy Revolution" and upcoming release "The Fundraiser’s Handbook," she guides organizations worldwide toward authentic donor relationships and long-term success. With a focus on revitalizing the sector, Lisa's mission is to foster a culture of transparency, engagement, and lasting impact in philanthropy.
Girl Scouts of Greater Los Angeles - CEO
As CEO of Girl Scouts of Greater Los Angeles, Theresa Edy Kiene leads the nation's second largest Girl Scout council, with over 54,0000 members. Theresa provides strategic direction and vision for developing and achieving the organization's mission to build girls of courage, confidence, and character who make the world a better place. This mission has been a focal point of her career. Before coming to Girl Scouts, she served as VP of Strategic Planning and Change Management at Fuller Theological Seminary, co-founded and led two innovative consumer food brands, and had a successful career as a television executive.Empathetic Conversations: Helpful Flairs for Drama
Do you wish your boss understood you? Or you had more time for your team? Or there’s an elusive donor you just can’t read? You need empathetic conversations. But how?! Together, we’ll make the intangible tangible with a six-step process so you can begin your journey in the Empathy Army.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Matthew Gellin, CFRE, MFA
American Legacy Theatre - Executive Artistic Director & CEO
Matthew David Gellin, MFA, CFRE is founder, Executive Artistic Director & CEO of American Legacy Theatre. With nearly 15 years in nonprofit fundraising across multiple industries, Matthew continues to innovate and redefine the norm. Matthew was a USA representative to the People’s Republic of China for foreign business affairs and for UNESCO’s International Theatre Institute in Romania; he also led national sales offices in the for-profit sector. Matthew approach from the ideal and a plentiful mindset.Empowering Small Communities: Charting Paths to Bold Visions and Sustainable Funding
Together, we'll explore fundamental questions that small, rural, and volunteer-run organizations can ask themselves before launching new fundraising strategies, such as grant writing or a special campaign. Come for the practical tips that you can immediately apply and stay for the stories and activities that bring to life our recommendations.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Julie Bianchi, CFRE, MA
Cloudbreak Collective - Consultant & Campaign Practice Director
Julie believes the sweet spot between big-picture thinking and the details is where successful fundraising strategy is born. She has worked with 50+ organizations across the country, including work on campaigns from $1M to $300M. She is a founding-Board member for the Advancement Northwest Chapter of AFP and a Certified Fundraising Executive (CFRE). She holds a Master of Nonprofit Leadership from Seattle University and Certificate in Fundraising Management from the University of Washington. Julie teaches as adjunct faculty at Seattle University and the University of Washington. She is a fifth-generation Whidbey Islander raising the sixth generation on a family farm.
Cloudbreak Collective - President & Grants Practice Director
Brittany is a fundraiser and consultant; she has supported 100+ diverse organizations in the Pacific Northwest and beyond, with a specialty in securing grant funding and integrating fundraising with other functions like finance and evaluation. Brittany’s real world experience is underscored by education in best practices; she holds a Master of Public Administration (MPA) from the University of Washington, and she has been a highly-rated presenter at events by the Puget Sound Grantwriters’ Association (PSGA), Nonprofit Association of Washington, 501 Commons, and more. Brittany is also a member of the Bainbridge Community Foundation Board of Trustees.Empowering Wealth Advisors as Allies in Charitable Giving
Discover the invaluable synergy between nonprofits and wealth advisors! Dive into our session to unlock the benefits of nurturing strong advisor relationships, seamlessly integrating charitable giving into financial plans. Explore how collaboration fosters trust, amplifies impact, and empowers both donors and communities.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Nicola Lawrence, CFRE, MA, CAP and Phild in process
Phoenix Children's - AVP, Philanthropic Advising
Nicola Lawrence is a highly regarded gift-planning specialist with over two decades of experience in the philanthropy field. She has a proven track record of turning around underperforming planned gift programs and creating tailored solutions. Nicola's transformative contributions have earned her several prestigious awards. Besides her professional work, she has volunteered as a foster parent and an advocate for the rights of foster and adoptive parents. Nicola also serves on the board of the National Association of Charitable Gift Planners and the Arizona Charitable Gift Planners, working to advance the profession nationally.
Phoenix Children's - Senior Marketing Strategist
With 14+ years in international education and nonprofit sectors, Justin excels in cross-cultural communication and data-driven strategies. Specializing in planned giving, he crafts sophisticated marketing campaigns for diverse donor segments. Justin holds a B.S. in Political Science and Women’s Studies from Western Michigan University and an MBA from the International School of Management. His passions include travel, craft beer, and social enterprises.Eternal Gratitude: Mastering Planned Giving Donor Stewardship for Lifelong Connections
Including Planned Giving donors in your Legacy Society is an important part of donor stewardship. But it is just the beginning: Set it and Forget it just doesn’t cut it any more with donors. In this session we will show you ways to make your Planned Giving Stewardship more effective.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Sharp HealthCare Foundation - Senior Director of Legacy Giving
Linda Spuck serves as Senior Gift Planning Officer for Sharp HealthCare Foundation, overseeing planning and marketing as well as staff and board training. She partners with individual giving offers to secure current and deferred gifts. Linda also runs Linda Spuck Consulting, dedicated to helping nonprofits find the most effective ways to achieve their mission through strategic planning, fundraising counsel and legacy giving. Linda’s practice focuses on sharing best practices gleaned from observing hundreds of outstanding nonprofits, as well as personal experiences gained from over 20 years in the philanthropic sector. She currently serves as Board President for San Diego Opera.Timothy Logan, ACFRE, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MNO, FCEP
Synergy Direct Marketing Solutions - Vice President, Mid-Level Solutions
Timothy D. Logan, FAHP, ACFRE, CFRE has over 40 years’ experience in fundraising and nonprofit management. Tim is Vice President, Mid-Level at Synergy Direct Marketing Solutions. Tim is a leader in developing innovative multichannel direct response programs for major, mid-level and planned giving donors. He has extensive experience using the phone to identify potential donors and deepen donor relationships. Tim holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University and speaks and writes frequently on fundraising, nonprofit management, and building donor relationships.Ethics Matter: More Than Your Momma Taught You
"Do the right thing at the right time". But the ethics pool can become murky in these underfunded and understaffed times. These 6 principles, based on Harvard Business School ethics research, will help you stay on the highest ethics course regardless of the challenges.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Alexis India Alm, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), CAP, CEC
Alexis Alm Advisors, LLC - CEO and Executive Coach
Ms. Alm is a highly regarded nonprofit professional with over 35 years of executive leadership experience. She has established successful, multi-million dollar major gift campaigns and is known as a planned giving guru for local, community-based organizations and an AFP Certified Master Trainer. Ms.Alm is highly credentialed and has earned graduate certificates in Leadership and Management from Harvard Business School, a Master's in Nonprofit Management, a Certified Executive Coach (CEC), a Chartered Advisor in Philanthropy (CAP), Certified Nonprofit Consultant (CNC), CFRE and is a Doctoral Candidate in Organizational Leadership at American College of Education.Expanding Your Donor Base: Advocating for Disability Inclusion and Access
Elizabeth Ralston and Troy Coalman are professionals with disabilities who are passionate about helping organizations incorporate accessibility and inclusion principles into every facet of an organization. In this session, you will learn about implicit bias and be equipped with strategies to engage people with disabilities as donors, including older people.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Elizabeth Ralston, MPH
Elizabeth Ralston Consulting, LLC - Elizabeth Ralston Consulting, LLC
Elizabeth Ralston is a consultant who guides organizations in the strategic development of an accessibility roadmap, with an emphasis on equity and inclusion. She has a Master of Public Health from the University of Michigan and a certificate of Nonprofit Management from the University of Washington. As a deaf woman who uses cochlear implants, Elizabeth faces accessibility challenges every day. Her hearing loss never stopped her from achieving her life goals. As a Peace Corps Volunteer in Africa, she saw the powerful impact a person can have on others’ lives. She has devoted her life to public service ever since.
Wellspring - Senior Fundraising Executive & Accessibility Advocate
Troy Coalman is the Senior Director of Donor Impact with Wellspring Family Services in Seattle. His career spans three decades, encompassing the education, arts, social justice, and LGBT equality sectors. His expertise includes Annual Fund, Major Gifts, Legacy Giving, Data, Technology, Grants, and Events. Mr. Coalman is a sought-after educator who is an Instructor with the University of Washington teaching Fundraising Management. He has held leadership roles with AFP regionally and advised the international organization on accessibility. Alongside his fundraising career he also advocates for the disabled community, speaking on accessibility awareness and collaborating with the Seattle Cultural Accessibility Consortium.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(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
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.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(s): Leadership and Management
Audience: Strategic
Speakers
Elizabeth Dale, PhD
Seattle University - Associate Professor
Elizabeth J. Dale, Ph.D., is the Frey Foundation Chair for Family Philanthropy at the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University. A former development director and Certified Fund Raising Executive (CFRE), her research includes social justice philanthropy, giving among women and LGBTQ+ donors, and the intersection of identity and giving. She has published and presented her research nationally and internationally and has provided commentary for The New York Times, Forbes, and The Chronicle of Philanthropy. She holds a Ph.D. in Philanthropic Studies from the Indiana University Lilly Family School of Philanthropy.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.Fundraising and the Nonprofit Board
Fundraising and the Nonprofit Board takes a deep dive into how board members can support fundraising efforts through both active and supporting roles Designed to nurture partnership and collaboration between executive directors, development staff, and board leaders, this workshop will provide practical tips for empowering board members to get involved.
Education Track(s): Volunteer Involvement
Audience: Applied
Speakers
Launa Wilson, MSW
Launa Wilson Consulting LLC - Chief Executive Officer
Ms. Launa Wilson is a seasoned professional with over 20 years of experience working in the nonprofit sector. Through her company, Launa Wilson Consulting, she provides guidance and hands-on assistance to strengthen governance practices, enhance fundraising, and support organizational sustainability. Prior to establishing her consultancy, Ms. Wilson held a variety of positions in the sector, including program manager, major gifts officer, and executive director. She has built programs from the ground up, raised millions in charitable dollars, and led systemic changes resulting in stronger, more efficient, and more diverse nonprofits.Fundraising Career Success: Strategies from 2024 AFP Young Professional Awardees
Learn to navigate the fundraising career by cultivating a supportive community and advocating for necessary resources. With high turnover rates, support for young professionals is vital. Gain insights from AFP Outstanding Young Professionals on utilizing AFP, community networks, and educational resources to advance your career while preventing burnout.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Autism Edmonton - Development Officer
Santana, a dynamic and enthusiastic neurodivergent woman, boasts 14 years of dedicated experience in the non-profit sector through professional roles and extensive volunteer work. Her journey underscores a commitment to fostering positive change and inclusivity. With expertise spanning program development, event management, fund development, volunteer coordination, policy creation, website development, and social media management, Santana has been instrumental in various initiatives. Recognized for her dedication to diversity and inclusion, she was honored with the 2024 Outstanding Young Professional Award by the Association of Fundraising Professionals.
MoveOn - Director, Donor Retention & Direct Response
Madeleine Durante is a resource mobilizer for social justice. As Director of Donor Retention & Direct Response at MoveOn, the nation’s largest independent progressive advocacy group, Madeleine leads retention and multichannel fundraising. Prior to MoveOn, Madeleine held fundraising roles at Planned Parenthood’s national office, and served as co-chair of their LGBTQ employee resource group. She is a board alumni and volunteers with the New York Abortion Access Fund, and received AFP-Global’s 2024 Outstanding Young Professional Award.Ryan Zapolski, CFRE
Smile Train - Director, Development
Ryan Zapolski, CFRE, is a Director of Development at the New York-based nonprofit Smile Train, Inc. He currently serves on the board of AFP Greater Cleveland and earned recognition as one of AFP's Outstanding Young Professionals in 2024. A lifelong fundraiser, Ryan has held roles in higher education and global healthcare. Committed to civic engagement, he also volunteers for the Cleveland Leadership Center, Big Brothers Big Sisters, and College Now Greater Cleveland.
Carlos Rosario International School - Associate Director of Development
Dimetri O'Brien, a seasoned fundraising and communications expert in DC, boasts over a decade in non-profit development. With a diverse career spanning public and private sectors, including roles at The United Nations and Facebook, he's shaped national and international initiatives. Currently, Dimetri serves as Associate Director of Development at Carlos Rosario International School, crafting innovative solutions for educational advancement. His dedication and expertise are instrumental in creating new opportunities and brighter futures for learners from diverse backgrounds.Gain More Public Funding: Lessons in Building Partnerships with Local Governmental Officials
What’s the best way to secure public funding to underwrite your organization’s mission? There’s so very much money out there in the public sector from city, county, state and federal sources. Learn how to approach your local governmental officials, get to know them, and advocate appropriately for your organization.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Gail Perry, CFRE, MBA
Gail Perry Group - Consultant, Speaker, Author and Coach
Gail Perry is a veteran philanthropy leader, keynote speaker, and author with more than 30 years’ experience. Her company, Gail Perry Group, helps nonprofits reach extraordinary fundraising and capital campaign goals. She has keynoted over 60 fundraising conferences around the world, and was named a LinkedIn Top Voice in Philanthropy in 2020. Her book, Fired-Up Fundraising: Turn Board Passion into Action, is recognized as “the gold standard guide to building successful fundraising boards.” She got her start in fundraising at Duke University and then led development at the Kenan Flagler Business School at UNC-Chapel Hill.
Gail Perry Group - Vice President for Client Success
With two decades of experience in the political sector, Cassie understands politics and advocacy at all levels of government. A 10-year veteran of Capitol Hill, Cassie knows how politicians think and how to work within any government system to make positive gains for an organization. Cassie helps clients understand how to work their way through their web of influence to maximize their partnerships with local public entities.GivingPulse: Applying Trends in Giving Behavior and Perspectives for Donor Engagement Strategies
Understanding your donors and what motivates them to get and remain involved in your organization is critical for maximizing your fundraising strategies. Explore the latest research from GivingPulse, a comprehensive analysis of donor behaviors and motivations, alongside the Field Guide for a deeper dive into practical implementations of these findings.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
GivingTuesday - Chief Data Officer
As Chief Data Officer for GivingTuesday, Woodrow has been instrumental in shaping the global generosity movement and has led ground-breaking research of individual giving behaviors. He leads the GivingTuesday Data Commons, bringing together a coalition of more than 1,000 collaborators across over 50 countries to understand the drivers of generosity to inspire more giving. Woodrow is a member of the Generosity Commission Research Task Force, serves as an advisor and is a past-Chair for Global Impact Canada's Board of Directors, and was previously a Fellow at the Belfer Center for Science and International Affairs at Harvard Kennedy School.
GivingTuesday - Sr. Director, US + Canada Hub
Celeste Flores, director of GivingTuesday's US and Canada Hub, manages and collaborates with local leaders on growth strategies and mobilization of GivingTuesday in communities across the United States and Canada. This includes managing the learning community of over 300+ leaders growing generosity movements for their respective and diverse communities, causes, and cultures. Celeste is a strategist focused on community-led efforts with decades of experience engaging more people in giving. Celeste previously held leadership positions at I Live Here I Give Here, Foundation For the Carolinas, University of Virginia Darden School of Business, Texas Children’s Hospital, and United Way in Houston.
GivingTuesday - Data Scientist
Annie Collins is a Data Scientist with the GivingTuesday Data Commons team. Prior to GivingTuesday, Annie spent several years in data management and research roles within the Canadian charitable sector. She utilizes this experience alongside her academic background in mathematics and statistics in hopes of supporting data-driven philanthropy worldwide.
RKD - 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.Hidden Gems: Finding Legacy Prospects (and more) Within Your Database
Data shows an organization only knows about a third of the people who have committed to legacy gifts prior to their passing- so how do you identify the two thirds you don’t know about? Learn how to use the data you already have to identify ideal legacy donors.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Carolyn Soule, MS
San Diego Natural History Museum - Campaign and Philanthropy Manager
Carolyn Soule, MS, is an experienced and results-driven fundraiser with a demonstrated history of success spanning over a decade within the arts and culture sector. Armed with a Master's degree in Strategic Fundraising and Philanthropy, she brings strategic insight and expertise in legacy giving and campaign fundraising. Her track record includes spearheading impactful initiatives that have significantly contributed to the growth and sustainability of organizations. Carolyn is committed to fostering meaningful connections and cultivating lasting relationships with donors, and excels in utilizing data to inspire philanthropic support.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(s): Volunteer Involvement
Audience: Applied
Speakers
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.How KIND built a development program and scaled from $30M - $80M in 3 years
To prepare for and experience growth, we need to ensure that our teams, systems, practices, tools and resources are equipped for growth. Learn how Kids in Need of Defense (KIND) built fundraising capacity to scale and grow their revenue from $30M - $80M in 3 short years.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Kids in Need of Defense - Chief Development Officer
Hannah Chotiner-Gardner is a development executive with 20 years of experience in nonprofit fundraising. Currently, Hannah is the Chief Development Officer for Kids in Need of Defense (KIND). During her three-year tenure at KIND, Hannah has led revenue growth from $30M to $80M through designing and implementing a fundraising strategy. Prior to joining KIND, Hannah spent eight years managing the development at Physicians for Human Rights (PHR). Under her leadership, PHR doubled its annual revenue, launched its first fundraising campaign, and more than tripled the number of annual donors. Chotiner-Gardner holds a BA in English from Mount Holyoke College.
Aperio Philanthropy - Managing Director, Client Services
Leya Petrovani Miller is a Managing Director at Aperio Philanthropy, a consulting firm helping nonprofits reimagine their fundraising potential. Leya leads projects to support nonprofit organizations towards sustainable, ethical, and scalable revenue growth. Leya partners with nonprofits on strategic growth initiatives, including building major gifts programs and advancing growth and capital campaigns. Leya has partnered with organizations such as Kids in Need of Defense, UltraViolet, the Regional Food Bank of Oklahoma, Feeding America, the ACLU, the IRC, and many others to build and grow sustainable revenue programs.How To Be a Game-Changing Badass
Many of us aspire to be dynamic change agents in our work and lives. But the percentage of leaders and organizations who rate well in strategy and execution of strategy is incredibly low. In this engaging, fun and thought-provoking session, you will explore successful pathways to transformational change.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Monica Grant, CFRE, MS Organizational Leadership
Monica Grant Consulting - Organizational/Fundraising Consultant
Known for engaging sessions, Monica Grant, CFRE, is an organizational and fundraising consultant. She is the former Chief Resource Development Officer for the Channel Islands YMCA, and served as the CEO of the San Luis Obispo County YMCA. Monica has thirty years of experience as a nonprofit leader, including YMCAs in California and Hawaii, UC Santa Cruz, The Nature Conservancy, United Way, and Sierra Club. She serves on the AFP Global Board of Directors and is Past President and founding board member of the AFP San Luis Obispo County Chapter. She lives in California with her wife and son.How to Build the Plan While You're Flying It!
Join our dynamic educational session tailored for fundraising professionals seeking to craft a detailed fundraising plan while juggling day-to-day duties. This workshop will arm you with powerful strategies and tools to refine your planning process, enabling the creation of effective fundraising initiatives without compromising your ongoing projects.
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Robin Kasel, CFRE
Cornerstone Consulting Solutions LLC - Owner
Robin Kasel, CFRE, has over 20 years of experience in sales, project and account management, and professional fundraising. Robin has extensive, practical experience in annual fund management, strategy and fund development, capital campaigns, board management, event planning, and major gift fundraising. With a degree in Psychology, she understands what drives people to make decisions, causing them to give. She currently serves on the Board of Directors for Big Brothers, Big Sisters of East Central Wisconsin and her local AFP Chapter. Robin has been a member of AFP since 2014 and received her Certified Fundraising Executive (CFRE) credential in 2020.Alice Ferris, ACFRE, CFRE, MBA
GoalBusters Consulting - Partner
Alice L. Ferris, MBA, CFRE, ACFRE, Partner, is the founder of GoalBusters, providing comprehensive leadership for small nonprofit teams. With 30+ years of fundraising experience in public media, rural healthcare, education, and science, Alice excels in finding creative solutions, working with dedicated leaders, and teaching practical tactics. She is a sought-after consultant, mentor, and positively reviewed speaker. Alice also serves as adjunct faculty for the Nonprofit Leadership Program at the University of Denver.How to Craft Compelling Legacy Giving Key Messages, Taglines and Wordmarks
In this dynamic session, participants will delve into the art of crafting compelling legacy messages, taglines and wordmarks that resonate with donors and motivate charitable legacy gifts. Come with your questions about legacy giving messaging, and leave with actionable next steps to apply to your organization.
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Aimée Lindenberger, CFRE
Refocus Fundraising - Chief Engagement Officer
Aimée Lindenberger, Founder of Refocus Fundraising and author of "How to Talk About Legacy Giving," brings over two decades of marketing and communications expertise to every organization she works with. Holding a certificate in Philanthropic Psychology and degree in Graphic Communications Management, she shares innovative strategies with nonprofits. Aimée has a commitment to advancing philanthropy, having played leadership roles in the Greater Vancouver Chapters of AFP and the Canadian Association of Gift Planners.How to Ensure Donor Retention Success
Are you seeing low donor retention numbers year after year? Spending thousands of dollars annually to acquire new donors? We will share some of our successes in donor retention in hopes of igniting a thoughtful, engaging conversation in which participants leave with some new tools for their organizations.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Justin Duran, CFRE
Child Crisis Arizona - Vice President of Development & Communications
With more than 20 years of nonprofit experience, Justin leads a talented philanthropic resource development and communications team. Since 2016, he has been connecting a community of supporters with the mission and vision of Child Crisis Arizona. As Vice President of Development and Communications, Justin oversees the agency’s philanthropic and marketing efforts. His passion for the agency’s mission is shown through his efforts in expanding our impact by ensuring a sustainable future through philanthropic giving. Justin holds a bachelor’s degree in Recreation Management from Northern Arizona University and earned his Certified Fundraising Executive (CFRE) certificate in 2019.It’s Time to Pay Attention to Gen X and Millennials
Soon, $53 trillion will be passed from Baby Boomers to Gen X and Millennials. How can non-profits begin preparing today for these younger generations of donors? In this insightful panel, learn from Gen X and Millennial philanthropy leaders how they are setting up their fundraising programs for success.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Hopkins School - Chief Advancement Officer
As the first Chief Advancement Officer at Hopkins School in New Haven, Connecticut, Tom Diascro oversees an extensive alumni and parent engagement, annual and leadership giving, major and principal giving, and stewardship and donor relations program. Prior to joining Hopkins School, Tom served as Director of Alumni & Parent Relations at Wesleyan University in Connecticut (his alma mater), where he also previously served as a Major Gift Officer. Tom brings to his advancement role a more than 15-year career in Professional Services marketing and communications. Tom received his B.A. from Wesleyan University and his M.A. from George Washington University.
Beth Interactive Inc. - Principal + CEO
Beth Hatcher is the Principal and CEO of Beth Interactive, a digital philanthropy and communications agency in Chicago. With 18 years of experience in online fundraising and healthcare marketing, she specializes in crafting customized fundraising and communications strategies for healthcare foundations, higher ed institutions and non-profits. A passionate storyteller, data nerd and accomplished presenter, Beth loves to bring best practices to her non-profit clients nationwide—with the goals of engaging donors and increasing giving through intelligent strategies, thoughtful implementation and full-service support. She received the 40 Under 40 Award from the Association of Healthcare Philanthropy in 2022.Dzenan Berberovic, CFRE, MA
Avera Health - Chief Philanthropy Officer
Born and raised in war-torn Bosnia, Dzenan’s humble beginnings were a stepping stone that shaped him into the professional he is today. A resident of a refugee camp and Germany for six years, he and his mother immigrated to the United States when he was nine years old. Dzenan currently has the honor of serving Avera as Chief Philanthropy Officer, and he has served and led teams to raise more than $600 million. Dzenan and his wife, Kelsey, reside in Sioux Falls, South Dakota. He is involved in the community, serving on several regional and international nonprofit boards and committees.
USA Triathlon Foundation - Chief Development Officer
Christi-Marie Butler is President and Chief Development Officer for USA Triathlon Foundation. She started her career in fundraising 20 years ago as a frontline fundraiser. “While I love philanthropic strategy and operations, talking to people who care about things that matter—and showing them how to help—is the core of how I can support the missions I serve,” Butler explained. From the Girl Scouts of Colorado to Colorado College; from Centura to Children’s Hospital to USA Triathlon, Christi-Marie and her teams have consistently secured the largest gifts for their department or organization. She trains actively for 10Ks, half marathons and triathlons.Leveraging Data-Driven Strategies to Amplify Fundraising Success!
Join fundraising's best frenemy duo as they spar over their secrets behind research-driven fundraising successes. This session will dive into lively case studies and dissect the game-changing strategies that have supercharged donor engagement and fundraising outcomes. Discover how targeted research and savvy data analytics can transform your fundraising efforts.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Brooke Solutions - Founder
Cannon Brooke, founder of BROOKE Solutions, is a highly successful professional specializing in data-driven insights for nonprofits of all sizes. Building on his extensive experience, he integrates creativity and analytics to offer prospect identification, wealth analysis, giving trends, and engagement strategy services to organizations throughout the United States. Cannon has served in leadership roles at Chapman University, the University of Hawaii Foundation, and Hawaii Pacific Health, where he spearheaded successful prospect research for annual giving programs, capital projects, comprehensive campaigns, and legacy giving. Board service includes The California Advancement Researchers Association and APRA's Executive Leadership Cohort committee.Jennifer Oyer, CFRE, MA, AFP Certified Facilitator (formerly AFP Master Trainer), FCEP
Community Impact Advisors - Founder & Chief Joy Officer
Jennifer Oyer is the Founder and Chief Joy Officer of Community Impact Advisors, a boutique fund development consulting firm providing strategic counsel for nonprofit organizations and corporations striving to increase capacity and positively impact the community. As a connector and navigator in the fundraising sector who is deeply committed to creating space for partners to achieve greater philanthropic goals, Jennifer envisions a world where joyful giving is an integral part of society and every nonprofit is financially sustainable.Leveraging the Art of StorySelling to Grow Your Major or Planned Giving Program
Boost your fundraising revenue through becoming a Better StorySeller! Gain vital skills in solicitation and stewardship, refine your elevator speeches, articulate funding priorities effectively, and vividly showcase philanthropic impact. Don't miss this opportunity to enhance your fundraising prowess and secure major and planned gifts with confidence.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Carlo Laurore, CFRE, CFP® CHFC® CLU® RICP® AEP® CAP®
Boy Scouts of America - Senior Vice President, Development
Carlo Laurore is the Senior Vice President of Development for the Boy Scouts of America & the Executive Director of the National Boy Scouts of America Foundation. Carlo has worked for the BSA for over a decade serving in a variety of roles. Currently, he leads the national fundraising efforts for the BSA Office of Development, including principal and major gifts. Carlo also provides leadership for alumni, restricted funds and endowment management, and fundraising educational initiatives. Carlo is a current Executive Committee member of the National Association of Charitable Gift Planners Board and the 2024 CGP National Conference Chair.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(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
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.Making Sense of Fundraising: How to Thrive in 2025
How do you make sense of what REALLY works in fundraising when there seem to be so many raise-more-money-fast promises lately? In this engaged dialogue we'll dig into the actual trends, discuss what's really working, and workshop a plan so that you can make the most impact in your work.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Clay Buck, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MFA
TCB Fundraising - Founder and Principal
T. Clay Buck, CFRE is the founder and principal of TCB Fundraising, a fundraising and communications consultancy focusing on strategic individual giving programs that strengthen results and deepen engagement. A thirty-year fundraising veteran, Clay has worked in leadership roles at nonprofits across the country. He has held the CFRE designation for 10 years, is a certified coach, and completed the certificate in Philanthropic Psychology. He is the co-creator of The Fundraiser's Planner and teaches strategic planning and fundraising at UNLV. Clay served as the Chair of the IDEA Committee for AFP Global from 2023 - 2024.Managing the Avalanche: Prospect Research & Assignment for 2,000+ Prospects
A challenge for many development offices is conducting research on and making relationship management assignments when there are a surplus of prospects. In this session, we present a suite of processes for addressing this challenge can be adapted and replicated at other organizations.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Campbell & Company - Consultant
Cara Anderson Rosas joined Campbell & Company as an Operations Consultant after 20 years with the University of Florida Foundation and UF Health. During that time, she took on or supervised many roles in advancement operations, including prospect research, prospect management, gift processing, CRM training, data integrity, and analytics. At UF Health, she developed and managed the hospital’s grateful patient and concierge programs. Cara brings her expertise in development operations to the full range of Campbell & Company clients. She has a BA from Wesleyan University in History and an MA from University of Florida in African History.
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.
NewYork-Presbyterian Hospital - Research Manager
Cara Josephson serves as a Research Manager on the Research and Portfolio Management Team at NewYork-Presbyterian Hospital. In her role, Cara oversees the identification of new prospects, as well as in-depth research that furthers substantial relationships with supporters. Previously, Cara worked for JCCA as a Development Associate and worked in market research at various consumer insights and strategy consulting firms. Cara graduated with a BA in Communications and Digital Studies from the University of Wisconsin-Madison.Meaningful Philanthropy in the 21st Century: The Role of Self in Giving by the Wealthy
In this session, Jen will explore the findings of a major new study of high-net-worth philanthropists. The study examines why these individuals give. But more critically “WHO they are” when they give and how their experience of giving makes them feel shaping the meaning they derive from their giving.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Institute for Sustainable Philanthropy - Co-Director
Jen Shang is the world’s first PhD in Philanthropy. She is also the world’s only philanthropic psychologist. Her research has been covered in the New York Times, BBC, The Guardian, the Chronicle of Philanthropy, Advancing Philanthropy and the Nonprofit Times. Jen has been published in numerous academic journals including, the Journal of Marketing Research, Marketing Science, the Economic Journal, Experimental Economics, Organizational Behavior and Human Decision Processes, Nonprofit and Voluntary Sector Quarterly, and Nonprofit Management and LeadershipMeaningful Risk: Navigating Vulnerability and Transparency in Fundraising
Join us for a thought-provoking session on the intricate relationship between vulnerability, transparency, and ethical fundraising practices. Through interactive, lived, real-life examples, uncover how embracing vulnerability can foster deeper connections with donors while maintaining ethical standards--no matter your role in the organization.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Beacon Hill - Executive Director
Kristen has served Alaska’s children and families for the past 30 years as a clinician and as the Executive Director of Beacon Hill, a nonprofit organization focusing on supporting Alaska's children in foster care and families at risk. Kristen earned a Master of Counseling Psychology degree from Alaska Pacific University and has been a Licensed Psychological Associate since 1994. She holds two Certificates of Nonprofit Management from The Foraker Group and Boston College.Becky Chambless, CFRE
Ember Consulting, LLC - President
Becky is an experienced Certified Fundraising Executive (CFRE) with a demonstrated history of creating long-term, sustainable, relationship-based funding in the nonprofit sector. With over thirteen years of experience in fundraising, Becky runs Ember Consulting, LLC, a multi-faceted consulting firm specializing in fundraising and philanthropy consulting, and corporate community relations strategy. She is also the Development Director for the Alaska Wildlife Conservation Center, a sanctuary dedicated to preserving Alaska’s wildlife. Becky received her B.A. in Business Administration and Management with a Nonprofit Management Emphasis from Alaska Pacific University. She earned her Certified Fundraising Executive (CFRE) designation in March 2016.Navigating New Horizons: Leveraging Data Insights from FEP Q4 2024 for Enhanced Fundraising Effectiveness
Join a team assembled by FEP to hear the latest research from the initiative’s Q4 2024 report. This session brings together experts and seasoned fundraising practitioners to discuss the latest trends and data insights that will inform and enhance your fundraising strategies, helping you make informed, growth-oriented decisions.
Education Track(s): Current and Prospective Donor Research
Audience: Introductory/Foundational
Speakers
GivingTuesday - Data Scientist
Parsa Torabian is a Senior Data Scientist at GivingTuesday focused on sector-wide research, technology, and data infrastructure in supporting the GivingTuesday Data Commons. With a background in engineering, Parsa brings his experience in software development, statistical modelling, and AI research to solve complex technical challenges in the non-profit sector. He leads the technical development of the Fundraising Effectiveness Project on behalf of GivingTuesday.Tim Sarrantonio, MA
Neon One, LLC - Director of Corporate Brand
Tim Sarrantonio is an internationally renowned speaker on generosity, technology, and the trends in the social good sector. After helping various causes raise over $3 million, he then moved into providing support for thousands of nonprofits through his work at Neon One. He has spoken at AFPICON, NTC, TEDx, and holds a Certificate in Philanthropic Psychology from the Institute for Sustainable Philanthropy. He lives in Niskayuna with his lovely wife, three lovely daughters, and a deep love of the Adirondacks.Navigating Power Dynamics in Fundraising
Most fundraisers have experienced an uncomfortable, offensive, or harmful donor interaction. This cannot just be seen as “part of the job” rather something that is addressed to create a culture and systems that build brave spaces and policies and procedures that result in greater fundraiser safety and professional satisfaction.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
The Osborne Group, Inc. - Principal
Robert is Principal of The Osborne Group, with 30 years of nonprofit experience. He speaks regularly nationally and internationally. Robert serves on the boards of the United Hospital Fund and US Squash, both in New York. He also serves on the International Advisory Board of the Czech Fundraising Center in Czech Republic, the International Advisory Board of the Impact Hub Belgrade in Serbia, and the Advisory Board of the Impact Hub Metropolitan in New York. He is a studio partner and co-founder of Studio X Ventures, a venture studio for social impact startups in the Western Balkans.
The Osborne Group - Senior Advisor
Laurel McCombs brings more than 20 years of experience in the non-profit sector and a passion for the role philanthropy can play in changing the world to her work as a consultant and trainer with The Osborne Group. Laurel is a well-known speaker presenting well-received workshops for national organizations, universities, as well as AFP ICON, CASE-NAIS, Nonprofit Association of Oregon, and AFP Congress. She works closely with clients on a variety of topics, including donor retention, development operations, planning, donor management, board development and more.Oops, I'm the CEO! How Fundraising Prepared Me to be an Ethical and Responsive Leader
Ever unexpectedly find yourself in a financial or executive leadership role? This session will explore how competencies developed in fundraising - like transparency, strategic thinking, team empowerment, relationship building, and resilience - can inform & strengthen your work at an executive level, whether you planned to be there or not.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Kirk Laughlin, CFRE, MA, MNPL (Master in Nonprofit Leadership)
Refugee Women's Alliance - Chief Development Officer
Kirk W. Laughlin, CFRE has been a fundraiser & nonprofit leader in the Seattle area since 1994 & holds a Master’s in Nonprofit Leadership from Seattle University. During his career, he has taken on leadership roles as a general administrator, financial director, and top executive for organizations serving the mission areas of arts & culture, education, and volunteer service. He’s led fundraising for missions empowering immigrants & refugees and neurodiverse youth. And he serves on the foundation board for the U.S.’s largest employer of individuals who are blind, Deaf-Blind & blind with other disabilities.People-Centric Leadership for your Development Team: 7 Strategies for Fundraising Success
Join us for an exclusive session on "People-Centric Leadership for your Development Team: 7 Strategies for Fundraising Success." Discover the power of fostering a team-driven culture, setting achievable goals, and celebrating milestones together. Learn how to listen to your team, adapt strategies, and keep everyone accountable for maximum impact.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Melissa Kham, MPA
Library Foundation of Los Angeles - Chief Development Officer
Melissa brings 18 years of expertise as a fundraising and strategic planning professional. She has held senior positions at non-profits including Alzheimer’s Los Angeles, PATH (People Assisting the Homeless), Los Angeles Economic Development Corp, and her current role as CDO of Library Foundation of Los Angeles. Melissa has raised more than $60 million in philanthropic giving and has led teams into their next phase of fundraising success. She holds an MPA in Nonprofit Management from Cal State Northridge and a BA in Spanish and Chicana/o Studies from Loyola Marymount University.Pursuing State and Federal Funding Through Legislative Advocacy and Relationship Building: A Case Study
Learn how to engage with public officials to secure transformational funding for your organization. Join us to gain an understanding of how to educate government entities about your organization's impact, your value to your constituents and the community, and how you can serve as a resource to civic leaders.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
G2G Consulting - Vice President
Becky Watts is a Vice President with G2G Consulting, a full-service government affairs consulting firm that has raised $531 million in government funding and is based in Washington, DC, Cleveland and Columbus, Ohio. Becky joined G2G in 2008 and leads the company’s work in Ohio, guiding organizations on advocacy strategies and securing federal, state and local government funding. She previously served as Appropriations Director on Capitol Hill managing earmarks for U.S. Senator Mike DeWine, who is now the Governor of Ohio. With over two decades of experience, Becky knows first-hand how to secure funding and be an effective advocate.Julie Weagraff, CFRE
Girl Scouts of North East Ohio - Chief Development Officer
Julie Weagraff is the Chief Development Officer for Girl Scouts of North East Ohio where she is responsible for all fundraising and advocacy activities for the council, which covers 18 counties and serves 19,000 girl members and 9,000 adult members. She has over 30 years of nonprofit management experience. She holds a master’s degree in nonprofit management from Case Western Reserve University and a bachelor’s degree in public relations with honors from Westminster College in New Wilmington, PA. She currently serves on several boards, including the Board of Directors for the Association of Fundraising Professionals Greater Cleveland Chapter.Put on Your CAP© & Get in Your CAR©: Steering Portfolios in the Right Direction
Do you have a plan to identify who should be in your portfolio and why? Have you determined a pathway for meaningful relational engagement that is both structured and flexible? Join this session to get the tools you need to be more effective in raising much-needed funds for your organization.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Julie Upham, CFRE
Conservation International - Vice President, Individual Giving
Julie Naranjo Upham CFRE, serves as the Vice President of Individual Giving for Conservation International. She oversees the efforts of annual, major, and planned giving teams, as well as CI’s Sojourns travel program. Her team raises more than $70M annually and works to enhance the donor’s experience while ensuring a healthy and sustainable donor pipeline across all giving levels. In her spare time, Julie has completed six half-Ironmans, eight marathons, countless half-marathons, and Olympic-distance triathlons. She currently resides in Alexandria, VA with her husband and three kids, and loves spending time in nature.Martha H Schumacher, ACFRE, CFRE, MInstF
Hazen and HILT - Hazen and HILT
Martha H. Schumacher, CFRE, ACFRE, MInstF is an avid active listener, philanthropy ambassador, educator, coach, mentor, author, and champion. She is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Martha is an AFP Global Past Chair, founding member of the International Women in Fundraising (IWF), and a Global Advisor to the IWF Purple Mindshift Program. She also serves on the International Rhino Foundation Advisory Board and Development Committee. Martha lives with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.Ready, Set, Ethical AI: Preparing Your Organization for AI in Fundraising
Join us to explore the ethical integration of AI in fundraising, featuring discussions on biases, Anthropic's AI Safety Levels and the management of AI persuasion. Engage through live polls, demonstration of tools, and engaging discussion to enhance your AI strategy ethically and effectively. Don't miss this cutting-edge session!
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Keith Greer, CFRE
University of New Mexico Foundation - Director of Development
Keith Greer, CFRE is Director of Development for the UNM School of Architecture + Planning. 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.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(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
Scott Staub, ACFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MPA
Brakeley Search - Managing Director
Scott Staub has, for over 30 years as a nonprofit professional, demonstrated success in building high performing teams, budgeting and financial analysis, problem-solving, and creativity, to achieve measurable results. He has served as both staff and consultant to many nonprofits. He has also served on the boards of Association of Fundraising Professionals, Hawaii Meals on Wheels, Golden Gate University Alumni Association as well leadership positions in Rotary International, at the club and district level. He was recognized as an Outstanding Fund Raising Professional by the AFP-Aloha Chapter and AFP-Silicon Valley Chapter.
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.Mary Doorely Simboski, ACFRE, MS
Changing Our World - Senior Managing Director
Mary Doorley Simboski is a senior nonprofit management executive with more than 30 years of experience working in education, healthcare, the arts, and religious and human service organizations. An adjunct instructor at Boston University and Baypath University, she teaches courses in fundraising management. Mary has earned the designation of Advanced Certified Fundraising Executive. She is a current member of AFP's Ethics Committee. She has a Bachelor's degree from the Catholic University of America and a Master of Science Degree in Management from RegisBenjamin 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.Roots of Change: Cultivating Relationships for Grassroots and Nonprofit Startup Success
Explore a transformative session to empower grassroots organizations and nonprofit startups through strategic relationship building. Learn practical strategies for forging alliances, engaging communities, and developing advocacy platforms that drive substantial social change. Enhance your impact by leveraging key relationships effectively.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Kimberly O'Neil, MA, MPA
Giving Blueprint - CEO
Kimberly O'Neil is an award-winning trailblazer in community capacity building and nonprofit strategy. As the founder and CEO of Giving Blueprint and leader of Cause Studio, she has empowered underresourced communities and coached over 5,000 nonprofit leaders. She was once the youngest Black female city manager in the U.S., Kimberly has generated over $22 million for social initiatives. Her work spans sectors, promoting transformative change. Kimberly is an adjunct graduate professor at Tulane University's John Lewis Public Administration Program. She is pursuing a Doctorate in Philanthropic Leadership at Indiana University's Lilly School of Philanthropy.Simplify: Elevate Your Fundraising with Clear Cultivation, Communication, and Strategy
"Simplify" redefines success in fundraising. Learn to craft impactful cultivation plans, master storytelling for donor engagement, and enhance communication strategies. Streamline your approach for clarity and effectiveness, ensuring lasting impact in your fundraising efforts.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
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(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Charity Shift - Fundraising Consultant
Sara Hoshooley is a fundraising consultant and coach who LOVES working with small nonprofit organizations and small fundraising teams to create customized fundraising plans that raise more money. As a former small charity Executive Director she understands the unique challenges and opportunities facing small but growing nonprofits. Her unique approach uses each organization's strengths to grow fundraising in an authentic and sustainable way.Jas Jhooty, MA
Independent - Consultant
Both as a direct line fundraiser and consultant, Jas has over 16 years of monthly giving expertise including monthly acquisition, conversion, reactivation, and upgrades through email, digital, direct mail, telefundraising, DRTV, telethons, radiothons, and face-to-face/door-to-door. As a consultant, Jas supports charities of all sizes with fundraising planning, fundraising audits, donor journey mapping, and monthly giving program development and growth.Supercharge Your Bequest Program With Smart Supporter Surveys
Understanding your supporters is important. Influencing them is vital. This practical session will equip you to run a powerful, influential survey to identify and convert bequest prospects. Drawing on world leading research, behavioural economics experiments, philanthropic psychology and dialogue marketing you will master global best practice supporter surveys.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
More Strategic - Director
Martin is one of Australia's most respected fundraisers and acclaimed speakers. In 2020 he was recognised for his lifetime contribution and leadership by the Fundraising Institute Australia. Before founding Australia's leading consultancy, More Strategic, Martin led large teams to success across the UK and Australia with Cancer Council, Heart Foundation, National Trust and WWF. Martin has since worked with most of Australia's top 100 not-for-profits to develop insight driven, evidence based strategies for growth. His sessions are informative, inspiring and thought-provoking.Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
Whether you are managing a large or small fundraising shop, prospect research can turn the chaos of data into smooth processes that help you close more major gifts. You will discover how to use the right amount of research to work your way through the solicitation cycle to gift
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
Tracey Church, MA, AFP Certified Facilitator (formerly AFP Master Trainer), MLIS
Tracey Church & Associates, Research + Consulting Services - Principal, Researcher & Consultant
A professional researcher for over 25 years, Tracey has worked with over 400 organizations in education, healthcare, environment, social services, Indigenous, the arts, and STEM initiatives, among others. She was Founding President of AFP London & Region (ON) and is the Treasurer & Chair, Sponsorships. Tracey is the Co-Editor & Contributor to APRA’s ”Prospect Research in Canada” book and chapter contributor to “Excellence in Fundraising in Canada” (2nd ed.). Tracey taught Prospect Research in Fundraising in Western University’s MLIS program for 15 years; received the inaugural APRA Canada Excellence in Prospect Research Award; and, is an AFP Certified Master Trainer.
Aspire Research Group LLC; Prospect Research Institute - CEO
Jennifer Filla is a veteran fundraiser with a focus on prospect research. As CEO of Aspire Research Group LLC, she believes that every development officer deserves a methodical, replicable process for major gift success. That’s why Aspire provides specialized major gift consulting, research services, and training. Jen is co-author of “Prospect Research for Fundraisers: The Essential Handbook” as well as numerous other research workbooks, and has served as a volunteer and trustee for a variety of organizations.The Art and Science of Neurophilanthropy - intersecting neuroscience, psychology and sociology with philanthropy
Eric will leverage his combined 25+ years of work, education, and hundreds of millions of dollars raised to help explore the emerging field of neurophilanthropy, the confluence of neuroscience, psychology, and sociology within fundraising. You will leave knowing how to leverage your donors' identities for better engagement and fundraising.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Eric Frans, CFRE
NeuroImprints - Vice President of Philanthropy
Eric is a highly creative and strategic senior executive with extensive local, national, and international non-profit experience. For over two decades, he has had a consistent track record of training best-in-class teams and receiving 6, 7, and 8-figure gifts based on his recognized expertise in the field of neurophilanthropy. As Vice-President of Philanthropy at Women's College Hospital, Eric oversees all relationship fundraising, as well as gift planning and foundations. Eric is also the leader of NeuroImprints - a leading consulting agency focused on high net-worth relationship fundraising.The Case for Support Playbook: Engaging Supporters Through Salient and Sticky Stories
The old-fashioned, one-size-fits-all Case for Support format is dead. It’s too inflexible and too organization or program focused. Instead, you need to find an approach that explains complex ideas simply but powerfully. It’s built on modular elements that can flex to the range of prospects and channels.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Alan Hutson, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MPA
The Monument Group - Managing Partner
Alan Hutson is the managing partner of The Monument Group, a leading US-based consultancy that for 28 years has helped nonprofit organizations tap their fundraising potential. He is also a senior partner consultant at =mc consulting and serves on the Decision Science team. Whether he is revamping annual fund structures or managing capital campaigns, Alan’s recommendations include staff and volunteers involved, in a sustained way, in the fundraising process. Alan’s work has resulted in nonprofit organizations raising over $250M (US-based clients).The Future of Sustainable Giving in a Subscription Economy
Sustainable giving is accessible to more nonprofits than ever before. The Subscription Economy has transformed the landscape of sustainer programs, leading to a new kind of regular giving. Dave Raley, author of Subscription Philanthropy: A New Wave of Giving, will unpack how recent trends have transformed monthly giving.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Imago Consulting - Founder
Consultant, speaker, writer, and founder of Imago Consulting, Dave works with leaders who recognize the importance of innovation as a path to profitable growth. Over the past 20 years, Dave has worked with, spoken to, and inspired hundreds of nonprofits to grow, develop strategies, and launch new products and initiatives. He’s the author of The Wave Report, a weekly report on waves to watch – trends and lessons leaders can learn from and apply to their leadership. He’s also the co-founder and host of the Purpose & Profit Podcast – a show about the intersection of nonprofit causes and for-profit businesses.The Session No One Wants to Attend But Likely Will Have the Most Impact
If you want to ensure no one comes to your session, make it about one of two topics: data or ethics. This one covers both! Together we're going to gamify data collection, have fun doing it, and gain deeper understanding of how to gather data effectively, efficiently, and ethically.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Meena Das, Master of Science
NamasteData - CEO
Meena Das is the CEO, consultant, trainer, and speaker with NamasteData, a data and AI equity consulting practice for nonprofits. Her career spans over 15 years in data, AI, and systems over multiple countries, multiple industries. She holds three advanced (master’s) degrees in computer science, Data Science, and Computer Applications, with minors in Human-Centric Design Thinking. She has drafted multiple Data Values and Community-Centered AI Values documents across the nonprofit industry. She speaks at national and international conferences on the intersection of data, equity, inclusion, and algorithms.Clay Buck, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MFA
TCB Fundraising - Founder and Principal
T. Clay Buck, CFRE is the founder and principal of TCB Fundraising, a fundraising and communications consultancy focusing on strategic individual giving programs that strengthen results and deepen engagement. A thirty-year fundraising veteran, Clay has worked in leadership roles at nonprofits across the country. He has held the CFRE designation for 10 years, is a certified coach, and completed the certificate in Philanthropic Psychology. He is the co-creator of The Fundraiser's Planner and teaches strategic planning and fundraising at UNLV. Clay served as the Chair of the IDEA Committee for AFP Global from 2023 - 2024.The Truth about Foundation Fundraising
You may be doing your foundation fundraising all wrong. Come learn how foundations really make decisions, how you can best use that to your advantage, and how to build a strong, scalable, foundation program that leads to big grants.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
The Osborne Group, Inc. - Principal
Robert is Principal of The Osborne Group, with 30 years of nonprofit experience. He speaks regularly nationally and internationally. Robert serves on the boards of the United Hospital Fund and US Squash, both in New York. He also serves on the International Advisory Board of the Czech Fundraising Center in Czech Republic, the International Advisory Board of the Impact Hub Belgrade in Serbia, and the Advisory Board of the Impact Hub Metropolitan in New York. He is a studio partner and co-founder of Studio X Ventures, a venture studio for social impact startups in the Western Balkans.
The Osborne Group - Senior Advisor
Laurel McCombs brings more than 20 years of experience in the non-profit sector and a passion for the role philanthropy can play in changing the world to her work as a consultant and trainer with The Osborne Group. Laurel is a well-known speaker presenting well-received workshops for national organizations, universities, as well as AFP ICON, CASE-NAIS, Nonprofit Association of Oregon, and AFP Congress. She works closely with clients on a variety of topics, including donor retention, development operations, planning, donor management, board development and more.Two Studies on the State of African American Philanthropy
Uncover the essence of African American philanthropy with Elsie L. Scott, Ph.D. and Dr. Emmett D. Carson. From boosting HBCU support to advocating for collective giving, delve into vital research and actionable strategies for societal equity. Join the dialogue shaping a more inclusive future through philanthropy.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Valdry Center for Philanthropy at Southern University - Former CEO, Silicon Valley Community Foundation and Minneapolis Foundation
A social innovator, Dr. Emmett D. Carson has helped create new institutions, programs and research in the pursuit of a more equitable society. He was the first COO of the Lucas Museum of Narrative Art, founding CEO of Silicon Valley Community Foundation, and CEO of The Minneapolis Foundation. He has authored seminal research on African American giving and philanthropy. His graduate and undergraduate degrees are from Princeton University and Morehouse College, respectively.
Howard University - Director, Ronald W. Walters Leadership & Public Policy Center
Elsie L. Scott, Ph.D. is the founding director of the Ronald W. Walters Leadership and Public Policy Center at Howard University. She has served as president and CEO of the Congressional Black Caucus Foundation, executive director of the National Organization of Black Law Enforcement Executives, in local government and college teaching positions. She has a Ph.D. from Atlanta University in political science.Alfred Harrell, III, CFRE, MBA
Southern University System Foundation - CEO
Alfred E. Harrell, III serves as CEO of the Southern University System Foundation (SUSF). The Southern University System is comprised of five campuses located in Baton Rouge, New Orleans, and Shreveport, Louisiana, and is the only Historically Black College and University -System (HBCU) in the nation. As CEO, he has activated programming and expanded the organizations capacity to serve the University and its surrounding communities through the creation of the Southern University Innovation Center for Business Opportunities and Entrepreneurship and the Valdry Center for Philanthropy — the first of its kind at an HBCU.Unlock Your Working Genius: Elevating Fundraising Teams and Productivity
Using the popular Six Types of Working Genius framework, discover transformative insights and practical tools to reignite your joy at work, foster collaboration, and increase productivity. You’ll walk away with strategies to implement immediately. Don’t miss this opportunity to recharge and elevate your team’s potential!
Education Track(s): Leadership and Management
Audience: Introductory/Foundational
Speakers
Stacey Wedding, BoardSource Certified Governance Consultant, Working Genius Certified Facilitator
The Stacey Wedding Group - Chief Strategist
Dubbed the "fairy godmother of nonprofits” by her clients, Stacey Wedding has 25+ years of nonprofit expertise working in the nonprofit sector and as a consultant to the sector. She and her team at The Stacey Wedding Group specialize in executive coaching, board governance, organizational development, and strategic planning. A sought-after keynote speaker and co-host of the highly acclaimed Nonprofit Everything podcast, Stacey is among just 80 BoardSource certified governance consultants nationwide. She is also a certified facilitator of The Six Types of Working Genius.Unlocking Corporate Philanthropy: Proven Strategies for Securing Gifts and Mobilizing Volunteers
Join an exhilarating session packed with actionable insights and innovative approaches for small to mid-sized nonprofits seeking to optimize their corporate philanthropy and volunteer engagement efforts. Get practical strategies, tailored guidance, and innovative techniques that can make a real difference in your fundraising and community engagement initiatives.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Pinky Vincent, CFRE, MA
Clarezza Insights LLC - Principal
Pinky Vincent Shubert, CFRE is a highly-skilled executive with experience in leading nonprofit programs, coaching emerging and seasoned professionals, directing fundraising and marketing teams, and measuring impact. Pinky serves on the global board of Association of Fundraising Professionals (AFP) and chairs its investment subcommittee. She is also on the board of AFP New York City chapter and mentors midcareer fundraisers. Pinky regularly speaks, coaches, and writes on diversity, equity, inclusion, and belonging (DEIB), marketing, fundraising, and leadership. You can reach her at https://www.linkedin.com/in/pinkyvincentUnlocking Donor Generosity: Crafting Your Annual Stewardship Plan
Receiving a gift is just the beginning! Learn proven strategies to cultivate lasting donor relationships, increase retention, and boost support for your organization’s mission. Gain practical insights, participate in our interactive discussions, and leave with a template to create your own annual stewardship plan. Elevate your fundraising efforts today!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Sara Leonard, CFRE, MBA
Sara Leonard Group - CEO
A 30-year fundraising veteran, Sara founded the Sara Leonard Group to provide consulting, coaching and training to fundraisers, CEO’s and nonprofit board members. She is a solutions-oriented advancement professional with experience in fundraising and volunteer management for healthcare, educational and cultural organizations. She is a CFRE, has been named as an AFP Master Trainer and completed the BoardSource Certificate of Nonprofit Board Education. She is a Past President of the AFP Tampa Bay Chapter. She shares her expertise as an instructor for the Nonprofit Leadership Center of Tampa BayDebbie Sokolov, CFRE, MNA
The James Museum of Western and Wildlife Art - Deputy Director for Development & Communications
For 30 years, Debbie Drucker Sokolov's donor centered and team building approach has helped small and large nonprofits raise million of dollars. She joined The James Museum of Western & Wildlife Art in January 2020 as the first development professional and now leads a team of five as the Deputy Director for Development & Communications. Professional accomplishments include a successful $4.5 million capital campaign, several transformational gifts, and securing over $30 million in endowments. One of Debbie's donors was on the 2022 Chronicle of Philanthropy's Top 50 Philanthropists and featured in a front-page article in Tampa Bay Times.Using AI & Technology to Drive Small Shop Fundraising Growth
Have you put enough science into the art and science of fundraising? Join for an interactive discussion with two seasoned fundraising professionals who used AI technology and other analytics to overhaul an organization's fundraising operation, driving significant double-digit growth.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
National Civil Rights Museum - Chief Marketing & Development Officer
Tiffany Legington Graham is the Chief Marketing & Development Officer for the National Civil Rights Museum, overseeing brand strategy and fundraising. She has over 20 years of for-profit and non-profit experience. Previous leadership roles include: Vice-President of Gift Planning at ALSAC/St. Jude Children's Research Hospital, Director of Leadership Annual Giving at Tulane University, Chief Development Officer roles at Harvey B. Gantt Center for African American Arts+Culture and Levine Museum of the New South. She is an alumna of the University of Southern California and Georgia Tech, and serves on several advisory boards.
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.Using Donor Research to Grow Your Income AND Increase the Diversity of Your Donor Base
This session will present key findings from donor research done by Amnesty International in 2022, tracking progress from an earlier survey in 2012. During that interval, racial diversity of the organization's donor base increased by 55%, and donor engagement also increased. Data collection using an equity lens will be covered.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Rosemary Oliver, CFRE
Canadian Civil Liberties Association - Advancement Director
Rosemary joined the Canadian Civil Liberties Association as Advancement Director in 2022. Rosemary was previously the Fundraising Director at Amnesty International (Canada) for 23 years and spent seven years leading Greenpeace's fundraising program. Rosemary has also raised funds for Oxfam and a small multicultural hospital. Rosemary is passionate about donor research and using research findings to develop communications and stewardship programs that result in higher levels of retention, giving and diversity of supporter bases.
Amnesty International Canada - Fundraising Director
Marie-Hélène is a seasoned nonprofit leader with over 20 years of fundraising expertise. As the Director of Fundraising at Amnesty International Canada, she oversees a diverse portfolio spanning Major Gifts, Legacy Giving, Digital, and Monthly Giving. Her impressive track record includes roles at respected organizations like MSF and CARE Canada, where she honed her skills in Annual Giving, Monthly Giving, and Donor Services. Marie-Hélène's unwavering commitment to social impact drives her to maximize resources and deliver exceptional results for the causes she champions.Using Storylistening and Storyweaving to Discover Donor Values and Raise More Gifts
Transform your fundraising! In this session, learn to unlock the power of connection-based fundraising through Storylistening and Storyweaving. Deepen donor relationships as you uncover their personal stories, values, and identities. Then, through conversation, learn to weave them together with mission impact for irresistible asks and successfully secured major gifts.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Beth Ann Locke, AFP Certified Facilitator (formerly AFP Master Trainer)
The Fundraiser Coach - Chief Spark
Beth Ann Locke brings over 30 years of accomplished fundraising experience in the U.S. and Canada to her work as “The Fundraiser Coach”. Rooted in Seattle and now based in Vancouver, BC, Beth Ann is highly regarded for coaching, training, and guiding fundraisers and nonprofit leaders to secure major gifts and amplify their impact. Her connection-based approach empowers fundraisers to cultivate donors for significant major and principal gifts. With a reputation for insightful donor strategies and actionable tactics, Beth Ann equips individuals and teams with the tools to become catalysts for changeWhat Do Middle Donors Really Want - A Landmark Study
Attend this important briefing on a landmark study of the attitudes and preferences of more than 5900 midlevel donors from 36 different organizations. The study has yielded critical information for fundraisers looking to recruit, retain and upgrade this loyal and generous donor group.
Education Track(s): Current and Prospective Donor Research
Audience: Strategic
Speakers
Mark Rovner, JD, PCC
Sea Change Strategies - Principal
Mark is founder and principal at Sea Change Strategies, a research, coaching and fundraising practice serving non-profits. In his best-selling book Tribes, Seth Godin called Mark a “fundraising heretic” and a leader in the field of non-profit communications. Mark describes himself as a fundraiser who cares more about the donors and the fundraisers than the money itself. Mark works primarily with mid-level fundraisers and has co-authored multiple studies on the state of mid-level fundraising, including the latest study of nearly 6,000 mid-level donors from 36 organizations. Mark is a certified coach and holds a Law degree from Georgetown University.Alia McKee, MA
Sea Change Strategies - Principal
Alia McKee is co-principal of Sea Change Strategies. She is a veteran fundraising strategist with strategic chops and practical “in the trenches” experience developing brand-perfect fundraising strategies and campaigns. Clients have included: Planned Parenthood Federation of America, Population Services International, Everytown for Gun Safety, MoveOn, National Audubon Society, among others. Alia is a noted speaker, author and blogger. Her work has been featured in Forbes, NPR and The Chronicle of Philanthropy. Alia earned her Masters in Public Affairs and an MSW from University of Texas at Austin.What You Don’t Know Can Sink You – The Truth about Black Philanthropy
Lack of cultural fluency is a significant barrier to the diversification of fundraising efforts and inclusionary practices in the nonprofit sector. This session aims to remove the blind spots and educate nonprofit leaders and fundraisers about the power Black fundraisers, donors, and communities wield through philanthropy.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Southern Black Girls and Women's Consortium - Network Engagement Manager
Joy is a creative inquisitive passionate thought leader who intentionally connects dots between communities, brands, and people. She is the founder of The Circle of Joy, a giving circle supporting women and children in Atlanta. They have granted more than $200,000 to nonprofits serving these populations. In 2022, Joy earned her CAP, Chartered Advisor in Philanthropy and was invited to join Leadership Dekalb. She was recently invited to the 21/64 cohort for Certified Advisors of Color program. Joy is also part of the Prismatic Accelerator by Daylight Advisors. Joy lives in Atlanta, GA.
Columns Fundraising - Senior Consultant
Carla Lavender is a seasoned senior consultant at Columns Fundraising in Atlanta, GA, with a passion for empowering community-based organizations on the brink of expansion. Boasting over two decades of dedicated fundraising experience, Carla specializes in orchestrating major gift campaigns within the nonprofit sector and higher education realm. She is an active member of the National Gift Planning Association, AADO and is the treasurer on the board of F3. Beyond her professional pursuits, Carla is married and lives in Smyrna, Georgia. She enjoys exploring new destinations and cherishing quality time with loved ones.Christal Cherry, MA
Fabulous Female Fundraisers - Chair, Board of Directors
Meet Christal M. Cherry, the founder and Board Chair of Fabulous Female Fundraisers Inc, (F3), a nonprofit with a mission to connect, support, engage, and empower Women of Color in fundraising to foster personal and professional growth. Christal is a tireless advocate for Black women and champions her passion through F3. She is delighted to be joined by four F3 members for this session. By day, Christal is the Principal & CEO of the Board Pro, a firm that supports nonprofits to build better boards. Christal lives in Atlanta with her son Mac and dog, Charlie.Ninjia Miles, CFRE, CFRM
Indiana University Foundation - Director of Development, Black Philanthropy
Ninjia Miles, CFRE, is the Director of Development, Black Philanthropy at the Indiana University Foundation. She is a millennial fundraiser with over ten years of fundraising experience with university and community-based organizations. She takes pride in developing fundraising strategies centered on cultural relevance, supporting Black-led/Black-serving organizations, engaging Black donors, and engaging millennial donors. Ninjia has a Certificate in Fundraising Management from the Lilly Family School of Philanthropy and an MPA in nonprofit management from the IU O’Neill School of Public and Environmental Affairs and is a Certified Fundraising Executive (CFRE).Muthoni Kariuki, CFRE, MPNL
The Center for Addiction and Mental Health - Senior Philanthropy Officer
Muthoni has over 15 years of Fundraising experience. Muthoni works at the Centre for Addiction and Mental Health (CAMH). Muthoni is a Certified FundRaising Executive (CFRE) holds an Honours Bachelor of Science (HBSc) degree from the University of Toronto and a Master’s degree in Philanthropy and Nonprofit Leadership (MPNL) from Carleton University. Muthoni is also a co-author of the award-winning, Collecting Courage. When Muthoni isn’t fundraising, she spends her most important, valued time with her family here in Toronto and travelling on the African continent.Who are “Those People?”: Trauma-Informed Storytelling for Brighter Futures
What happens when we share stories of people like they’re people? What if we stop saying words like “working poor” and focus on words that emphasize empowerment, strength, inclusivity, and resilience? You’ll learn about the principles of trauma-informed care, hope, and how you can share supportive, strengths-based stories to fundraise.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Sunbeam Family Services - Chief Development and Marketing Officer
Angie Doss has nearly 20 years of marketing experience and 16 years in fundraising. She is AFP Oklahoma’s 2024 OKC Outstanding Professional and believes in putting the FUN in fundraising, emphasizing that philanthropy is for everyone. Angie has presented locally and nationally on best practices in fundraising and marketing, including AFP Oklahoma City, the Oklahoma Center for Nonprofits, and Feeding America. A member of Leadership OKC, she has been named to the Journal Record and Oklahoma Gazette’s 40 Under 40 lists. Angie serves on the United Way Emerging Leaders Board and is a LOYAL Class 8 graduate.Who Needs Ethics When I’ve Got To Plunge The Toilet??!?!?!
A practical how and why of ethical behavior when it seems to be at the bottom of the daily to do list A practice that every ethical Board must do and how it can boost Gram, X, TikTok and Facebook How ethics influences staff, volunteers, donors and mission recipients
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Annie Fritschner, ACFRE, MBA - Volunteer Leader
Annie Fritschner, ACFRE, MBA is a member of the AFP USA Foundation Board, and an active volunteer consultant for Catchafire NGOs throughout the world. She has been in fundraising as a practitioner and consultant since 1978 and has worked in all aspects of the Independent Sector including faith based, small shop, education, environmental. arts, healthcare, political and community-based fundraising. She is an Athena Leadership Award recipient for her work serving women and the vulnerable.How to Become a Certified Fund Raising Executive (Learning Lab) Presented by CFRE
The CFRE Credential: Is it worth it? What are the benefits? Is the CFRE Exam difficult? this interactive session to learn everything you ever wanted to know about the Certified Fund Raising Executive (CFRE) credential. We’ll dive into the eligibility requirements, application tips, and all things related to the CFRE Exam, as well as answer your questions. You’ll leave the session with a clear understanding of how to achieve your CFRE credential.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Eva Aldrich, CAE, PhD
CFRE International - President & CEO
Eva E. Aldrich is President and CEO of CFRE International, the only globally recognized fundraising credential. Prior to joining CFRE International, Aldrich was Associate Director of Public Service and The Fund Raising School at the Indiana University Lilly Family School of Philanthropy. Before that, she was a member of the consulting team at Johnson Grossnickle & Associates and was Assistant Professor of English and Director of the Writing Center at Franklin College. Aldrich has been widely published in fundraising journals and is one of the editors of Achieving Excellence in Fundraising, 3rd Edition, from Jossey-Bass.How to Work with DAF Donors: Strategies from the Field
Struggling to maximize donor advised funds (DAFs)? We’ve got you covered! DAFs’ popularity is skyrocketing, making it increasingly important that fundraisers have high DAF IQs. You can seize DAF opportunities and navigate their challenges with new information and strategies presented by this AFP Levis Research Fund award-winning team!
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Genevieve Shaker, PhD
Indiana University Lilly Family School of Philanthropy - Donald A. Campbell Chair in Fundraising Leadership
Dr. Genevieve Shaker is the Donald A. Campbell Chair in Fundraising Leadership at the Indiana University Lilly Family School of Philanthropy and a faculty member of The Fund Raising School. Two decades of fundraising experience inform her approach as a teacher, researcher, writer, and community member. She works to build resources for the fundraising profession and to help individuals and organizations achieve their philanthropic goals. Dr. Shaker is a member of the AFP Research Council and a recipient of the AFP Skystone Partners Prize for Research.Dan Heist, MA, PhD
Brigham Young University - Assistant Professor
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at Brigham Young University. He researches philanthropy, charitable giving, and volunteering. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative. Before receiving a Ph.D. in Social Welfare from the University of Pennsylvania, Dr. Heist spent nine years as a professional fundraiser. Dr. Heist earned a Master’s degree in Philanthropic Studies from the Lilly Family School of Philanthropy at IUPUI and was a Certified Fundraising Executive (CFRE). His professional experience informs his research on donor behavior.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(s): Leadership and Management
Audience: Applied
Speakers
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).Amanda Fritz, CFRE, MPNL
CHU Sainte-Justine Foundation - Director, Major Gifts and Campaign Tracking
Amanda was born and raised in Montreal and has completed degrees in Psychology, Public Relations, and Philanthropy & Nonprofit Leadership. Her 17-year career in the non-profit sector spans education, health, and community. She is passionate about leveraging data and modernizing the way our field’s professionals approach major giving, capital campaigns, and volunteer management. In her current role as Director, Major Giving and Campaign Tracking, CHU Sainte-Justine Foundation, Amanda works to put in place the strategies and tools needed to secure $500M in new philanthropic investments – the most ambitious campaign ever undertaken by a healthcare institution in Quebec.How to Save Giving in 10 Easy Steps: A Blueprint for Philanthropic Transformation
Join philanthropic visionary Lisa Greer in a dynamic talk-show style session at AFP ICON hosted by Kassie Cosgrove. Discover practical strategies to revolutionize charitable giving, as Lisa shares insights, success stories, and interactive discussions. Don't miss this opportunity to transform your approach to philanthropy and make a lasting impact."
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Kassie Cosgrove, CFRE, MA
Loyola University New Orleans - Senior Development Officer
Kassie Kissinger Cosgrove is a passionate and energetic philanthropic matchmaker, committed to aligning donors’ values with mission-driven priorities. As Executive Director at The Root Agency, she helps organizations develop fundraising strategies and achieve sustainable success through people, tools, and process (PTP). With over 13 years of experience in major gifts and alumni engagement, Kassie specializes in building authentic donor relationships. A leader in the philanthropic community of southeast Louisiana, she serves in key roles with AFP. Her background includes development positions at Loyola University, Tulane, and the Jewish Federation of Greater New Orleans, along with certifications like CFRE and CFRM.
Lisa Greer - founder
Lisa Greer is a philanthropic advocate dedicated to reshaping charitable giving. Following her transformative journey into the 1%, Lisa and her husband were disillusioned by the impersonal norms of philanthropy. Determined to instigate change, Lisa channels her expertise as a businesswoman to empower nonprofits with sustainable fundraising strategies. Through her bestselling book "Philanthropy Revolution" and upcoming release "The Fundraiser’s Handbook," she guides organizations worldwide toward authentic donor relationships and long-term success. With a focus on revitalizing the sector, Lisa's mission is to foster a culture of transparency, engagement, and lasting impact in philanthropy.Nonprofit Enters the Chat: Cultivating Relationships with Corporate Giving Officers for Win-Win Outcomes
Corporate giving officers are inundated by nonprofits asking for money, and nonprofit leaders are often overwhelmed with what it takes to cultivate successful relationships with them. This session features candid dialogue between a corporate giving officer and a nonprofit leader about approaching the nuances of this dynamic for win-win outcomes.
Education Track(s): Relationship Building
Audience: Applied
Speakers
Katie Cramer, MA
Big Lots - Manager, Philanthropy & Events
In her role at Big Lots, a national retailer with 1,400 stores and more than 30,000 associates, Katie leads the organization’s charitable giving and employee engagement efforts. She oversees the Big Lots Foundation’s grantmaking, distributing $5 million annually to 250 nonprofits around the country, and manages the company’s point-of-sale campaign program, engaging customers to raise millions of dollars for Big Lots’ nonprofit partners. Katie earned her Masters from Indiana University Lilly Family School of Philanthropy.
Michelle Cramer, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer)
Cramer & Associates - President & CEO
Michelle Cramer, CFRE, AFP Master Trainer is President & CEO of Cramer & Associates, a woman-owned, Hispanic-owned fundraising consulting firm. Founded in 1987, the firm specializes in feasibility studies, campaigns, and serves nonprofits of every size and sector. In 2015, Michelle was awarded the “Outstanding Professional Fundraiser of the Year” award by AFP Central Ohio. She was also a contributing author to “The Nonprofit Consulting Playbook: Winning Strategies from 25 Leaders in the Field.”AFP’s New Code of Ethics Tools and Resources
Andrea, Audrey, and I would like to jointly present "hands on" workshops using the not yet developed resources. Because of the timing of the ICON Proposal Deadline and the not yet developed resources, it is impossible to know exactly what the optima; promotional narrative should be.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Strategic
Speakers
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.Roberta Healey, ACFRE, MBA, AFP Certified Facilitator (formerly AFP Master Trainer), FAFP
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 than150 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.Audrey Kintzi, ACFRE, MA, AFP Certified Facilitator (formerly AFP Master Trainer)
Saint Mary's University of Minnesota - Vice President, Emerita for Advancement and the Executive Director of the M
Audrey Kintzi led the effort to raise $57 million for the Discover Inspire Lead Campaign for Saint Mary’s, which raised $74 million, the largest campaign in the history of the university. Among her many professional honors are the Paid-Staff Excellence Award for Disaster Fundraising by the American National Red Cross, Outstanding Fundraising Professional from AFP Minnesota and is an AFP Distinguished Fellow. She serves on the AFP Research Council and is a past member of the AFP Ethics CommitteeBeyond the Pride Flag: Understanding the Complex Dynamics of Philanthropy in the LGBT Community
How the LGBT community interacts with philanthropy is important for any fundraising professional to understand. You will learn about the changing face of LGBT philanthropy from a donor’s and organization's perspective. You will come away with a deeper understanding of how to appeal to this community beyond Pride Month.
Education Track(s): Relationship Building
Audience: Strategic
Speakers
Charles Callihan, MA
Heart Strategy Impact - Founder & CEO
C.F. is the Founder and CEO of Heart Strategy Impact, a boutique fundraising consulting firm in Nashville Tennessee. He is a seasoned fundraising professional with over a decade of extensive expertise, leaving an innovative mark on the organizations he has served raising over $15,000,000 in annual fund and special project campaigns. He has previously served in roles at Blennerhasset Island Historical State Park, Lexington History Museum, Indianapolis Museum of Art, Indiana University Jacob’s School of Music, Keep Indianapolis Beautiful, Inc, Music Academy of the West, University of Louisville, Seven Counties Services, Inc., Centerstone, Park Center and the Andrew Jackson Foundation.Brian Williams, MFA
Dandelion Consulting - Founder and CEO
Brian Williams is a seasoned nonprofit leader with over two decades of expertise in fundraising and executive management. He was selected as one of 20 global leaders, in 2009, for United Way Worldwide's Global Resident Fellows Program. Brian's consultancy focuses on empowering arts and LGBTQ+ organizations with budgets under $5 million, leveraging his MFA from the University of Iowa to infuse creativity into creating sustainable growth initiatives and supporting organizations to achieve their goals. His commitment to fostering positive change and maximizing impact underscores his reputation as a trusted advisor and advocate within the nonprofit community.A Wide Journey: Embedding Welcome, Inclusion, Diversity and Equity in Organizational Culture
Executive leaders, fundraisers and consultants recount lessons from one organization’s multi-year journey of embedding a welcoming, inclusive, diverse and equitable culture. More than a strategic priority, this case study shares the approach used, stakeholder voices lifted, philanthropic funding secured, and outcomes achieved toward a WIDE way of being.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Ryan Roemerman, BS
Lexicon Strategies - Partner
Ryan Roemerman is a partner at Lexicon Strategies, consulting with organizations advancing equity and social impact. He leads projects from concept to practice for collaborative transformation. Ryan began his career co-founding an Iowa nonprofit that built coalitions to pass safe school and civil rights laws by helping young LGBTQ people tell their stories to motivate legislative action. Ryan was the founding executive director for the Atlanta-based National Center for Civil and Human Rights LGBTQ Institute, served as an advisor for the Community Foundation of Greater Atlanta, and as the Atlanta Mayor's LGBTQ Advisory Board co-chair.
Cornerstones of Care - President & CEO
Merideth Rose is President/CEO of Cornerstones of Care, whose mission, partnering for safe and healthy communities, provides trauma-responsive care to 15,000 children and families across Kansas and Missouri. Previously Rose held roles with Community Services League and the Independence (Mo) School District leading pandemic response, strategic planning and diversity initiatives and was a Public Affairs Officer for FEMA. Rose is a board member of the Health Forward Foundation, Truman Heartland Community Foundation and Park University Trustee. Her civic leadership was recognized in 2023 by the Kansas City Royals with the Buck O’Neil Legacy Award.
Dynamic Transformations LLC - Founder and Principal Consultant
Jenna Ortiz is founder and principal consultant for Dynamic Transformations, which guides groups to create more empathetic and efficient work environments. As a practitioner, coach, strategist and systems guru, Jenna helps individuals show up fully to engage in DEI work. She is a Certified Professional Diversity Coach (CPDC) who supports leader DEI growth for successful, intentional organizational change to occur. She earned degrees from Virginia Commonwealth University and The New School, received a certificate in Workplace Ethical and Inclusive Leadership from the University of South Florida and is a doctoral candidate in organizational leadership development at the University of Arizona.Chad Harris, CAE, PhD
Cornerstones of Care - Chief Development Officer
Dr. Chad E. Harris, CAE, is Chief Development Officer of Cornerstones of Care, a mental and behavioral healthcare agency, which annually helps 15,000 children and families heal from trauma, based in Kansas City, Mo. Previously Harris served as FarmHouse International Fraternity's President/CEO and professional roles in higher education advancement at the Indiana University Foundation and Wisconsin Alumni Association. He is past president of AFP Greater Kansas City and the KC Society of Association Executives. He is a graduate of Iowa State University (BS), Indiana University-Bloomington (MS) and received his doctorate in organizational leadership from the University of Missouri.Creating Departmental Framework for Ethical Storytelling
This session advocates for ethical storytelling, emphasizing authenticity, inclusivity, and empathy. It outlines guidelines to ensure integrity, diversity, respect for privacy, avoidance of harm, and empowerment. Fostering a socially conscious narrative landscape aims to inspire positive societal change and a more equitable, compassionate world.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Derria Ford, MBA, Ed.D
Martha O Bryan Center - Chief Development Officer
Derria Ford serves as the Chief Development Officer of the Martha O Bryan Center, an anti-poverty organization in Nashville, Tennessee. She brings over seventeen years of nonprofit experience. Her expertise spans program expansion, grant administration, executive leadership, and fund development. Derria's career has been marked by exceptional ability to lead and motivate teams, strategic thinking, and building relationships with organizational stakeholders. Derria holds a doctorate in leadership from Trevecca Nazarene, where she specialized in Leadership and Professional Practice. She also holds a master's in Business Administration. Derria is a dynamic leader that believes in the power of storytelling.Brandraising: Leveraging Your Brand to Raise Funds In a Down Economy
Leverage your brand to boost fundraising efforts in a down economy. Strong branding elevates donor engagement, lifts fundraising success, and fortifies stakeholder connections, all without stretching your budget. This session equips you with five tools to immediately uplift your brand strategy. Plus, we'll review our exclusive fundraising survey results.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
KidGlov - President and Chief Strategist
Few can match Lyn Wineman’s passion for marketing—or for helping change-makers do more good in the world. As the founder, president, and chief strategist of the full-service advertising agency KidGlov, she has created a space where both of these passions flourish. Lyn’s talented team is known for putting the megaphone in front of those leading positive change. KidGlov earned its Certified B-Corp status in 2021, proof of their commitment to social and environmental excellence. Lyn is also the host of the Agency for Change podcast, yet another forum to amplify the voice of changemakers everywhere.Cultivate Connections: Elevate Donor Relationships Through Strategic Communication and Turnkey Tools
Join The Philanthropy Coach Founder, Hannah Berger, and APCH Marketing Manager, Maggie Stillman, to learn how to create donor communications that are effective, and less burdensome for your team. This session includes a case study, live coaching and the opportunity to begin creating new effective, donor materials in real time!
Education Track(s): Securing the Gift
Audience: Applied
Speakers
A Place Called Home - Marketing and Communications Manager
Maggie Stillman is a communications professional with experience in social media marketing, digital and print communication, and donor relations. Through her work, Maggie combines her marketing and communications skills with her passion for community building through storytelling and has used her expertise to support nonprofits in New York and Los Angeles. Maggie holds a Bachelor’s Degree in Psychology from Hunter College, CUNY, and a certification in Nonprofit Marketing and Communications from Arizona State University.Hannah Berger, CFRE
The Philanthropy Coach, LLC - President, The Philanthropy Coach
Hannah provides coaching and consulting that is derived from 20+ years of experience as a professional fundraiser, non-profit executive, campaign consultant and board member. After a decade of “side hustle” consulting while in senior Development roles, Hannah founded The Philanthropy Coach - a boutique firm that empowers, trains and connects to change makers to permanently improve fundraising. Hannah has proudly supported dozens of nonprofit organizations in raising more than $150M, specializing in major expansion campaigns, board recruitment and development, program restructuring initiatives and the creation of strategic development plans. Hannah is the current Co-President of the AFP Greater LA Chapter.Developing an Integrated Fundraising Pipeline From Acquisition to Transformational Gifts
Unlock the Secrets to Fundraising Success! Are you ready to embark on a transformative journey that will revolutionize your organization's fundraising efforts from the ground up? This session is tailored to equip you with the tools, strategies, and insights needed to thrive in today's dynamic philanthropic
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Canadian Cancer Society - Vice President, Mass Marketing
Acknowledged for her leadership in building key relationships and driving exceptional performance, while focused on solutions that address the primary business objectives and revenue goals,Taslina brings vision and strategy to life and evolving innovative ideas that are adopted by the market. He areas of expertise include marketing communications, leadership, stakeholder relations, new business development and operational and financial management. Taslina actively builds strategic partnerships and supports teams by identifying opportunities based on research and data, paired with proven industry strategies, to activate and unlock new revenue streams.Sofia Janmohamed, CFRE, MBA
Simon Fraser University - Executive Director, Development
Sofia is the Executive Director, Development at Simon Fraser University. Her role provides executive leadership in major giving, faculty fundraising, gift and estate planning and principal giving. Sofia serves on the CASE District VIII Cabinet and is on the Board of Directors of the AFP Canada. She previously served as the AFP Greater Vancouver Chapter President. Sofia obtained her CFRE in 2010 and completed her MBA in 2016. She is an AFP instructor, mentor, and a contributing author to Excellence in Fundraising in Canada Volume 1 Second Edition. Sofia was awarded Outstanding Fundraising Professional by Charity Village in 2021.How Australia’s Largest Domestic Charity Grew its Digital Fundraising by 250%+ from $6.4M to $22.8M
In the past 4 years, the Salvation Army Australia has undergone radical digital transformation, increasing digital fundraising by 250%+ and moving its donor base from legacy donors to younger donors. Learn the insights, tests applied and strategies behind how digital is powering up every part of the Salvos’ fundraising.
Education Track(s): Current and Prospective Donor Research
Audience: Applied
Speakers
The Salvation Army (Australia) - National Head of Fundraising
Janine is the National Head of Fundraising at The Salvation Army Australia, where she has grown overall fundraising revenue by 18% over 6 years from $135 million to $160 million, and a total revenue contribution of $964m over 6 years. She has over 20 years executive and senior leadership experience with expertise in sales, marketing, philanthropy and corporate partnerships. Prior to starting her current role with The Salvation Army Janine held the role of Chief of Private Funding at World Vision Australia. And before this she was the Director of Marketing and Fundraising at The Lighthouse Foundation.How to Launch a Successful Monthly Giving Program in a Small Non-profit
Are you looking to start a monthly giving program? Join this session to learn how to set up a monthly giving program; how to acquire new monthly donors; how to convert existing donors to monthly; and what you need to do to keep monthly donors (and even gain legacy prospects).
Education Track(s): Securing the Gift
Audience: Introductory/Foundational
Speakers
Charity Shift - Fundraising Consultant
Sara Hoshooley is a fundraising consultant and coach who LOVES working with small nonprofit organizations and small fundraising teams to create customized fundraising plans that raise more money. As a former small charity Executive Director she understands the unique challenges and opportunities facing small but growing nonprofits. Her unique approach uses each organization's strengths to grow fundraising in an authentic and sustainable way.Jas Jhooty, MA
Independent - Consultant
Both as a direct line fundraiser and consultant, Jas has over 16 years of monthly giving expertise including monthly acquisition, conversion, reactivation, and upgrades through email, digital, direct mail, telefundraising, DRTV, telethons, radiothons, and face-to-face/door-to-door. As a consultant, Jas supports charities of all sizes with fundraising planning, fundraising audits, donor journey mapping, and monthly giving program development and growth.How to Write a Grant Application That Doesn’t Get Funded
Your organization was the perfect candidate for funding from XYZ Foundation, yet was rejected, again. Why?! During this session, a funder representative who reviews more than 1,000 grant applications each year will unlock the not-so-secret-secret on why your application was not a success.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Debra Faulk, CAP
Wells Fargo Philanthropic Services - Executive Director, Senior Philanthropic Specialist
Debra Faulk is a strategic, resourceful, and performance-driven philanthropic leader with 30 years of experience and demonstrated success in delivering excellent results for corporate, private, and family foundations, nonprofit organizations. In her current role, Debra provides day-to-day charitable administration and management, including the facilitation of more than $40 million in grantmaking each year. A life-long learner, Debria is a Chartered Advisor in Philanthropy, BoardSource Certified Governance Trainer, and sought-after thought-leader on topics of philanthropy, charitable trends, nonprofit governance, and succession planning. She earned two Masters, and Graduate Certificates in Nonprofit Management and Charitable Financial Planning.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(s): Leadership and Management
Audience: Strategic
Speakers
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.
Ronald Reagan Presidential Foundation and Institute - Chief Development Officer
Michelle Powers Keegan has served more than 25 years leading nonprofits in fundraising, board development, strategic planning, special events and marketing. She is currently the Chief Development Officer at the Ronald Reagan Presidential Foundation & Institute. Career highlights include serving in leadership roles at the world renowned think tank, CSIS; and the historic Ford’s Theatre where she led the historic Abraham Lincoln Bicentennial Campaign. Prior to that she oversaw a national partnership with the MLB Players Association at Volunteers of America, and Special Events and Alumni Relations at the Robert F. Wagner Graduate School of Public Service at NYU.True Partnerships: How to Build Equitable Partnerships and How They Can Elevate Fundraising
Funders often see partnerships between organizations as a positive sign of a collaborative community, yet partnerships as a practice are still underexplored. Join us as we learn what true partnerships look like and discuss how to build partnerships to attract values-aligned funders!
Education Track(s): Relationship Building
Audience: Applied
Speakers
Movement Strategy Center - Development Assistant
Liyen’s work as an artist, community organizer, and development professional lies at the intersection of culture and social impact. In her first six months as a fundraiser, her work raised a historic $1.25 million dollar grant for a partnership between a museum and the historic Houston Freedmen’s Town. She has built broad-based coalitions centering BIPOC and historically marginalized communities’ interests. Along with Patrice Shumate, she is a co-founder and organizer for More Than Grant Writers, a community of learning and practice to help grant writers discover their positional power and collaborate on ways to further social justice.
Movement Strategy Center - Director of Institutional Giving
Marcus is a Community-Centered Fundraiser and organizer for the CCF movement. He is the Director of Institutional Giving at the Movement Strategy Center, which provides values-aligned infrastructure for BIPOC and women-led organizations working towards a Just Transition. In his role, he builds healthy, community-centered relationships with institutional funders to support MSC's core operations and its intermediary regranting and fiscal sponsorship services. Born and raised in Dallas, TX, and currently based in El Paso, TX, Marcus holds a BBA, Management from The University of Texas Rio Grande Valley.,Marcus is a Community-Centered Fundraiser and organizer for the CCF movement. He is the Director of Institutional Giving at the Movement Strategy Center, which provides values-aligned infrastructure for BIPOC and women-led organizations working towards a Just Transition. In his role, he builds healthy, community-centered relationships with institutional funders to support MSC's core operations and its intermediary regranting and fiscal sponsorship services. Born and raised in Dallas, TX, and currently based in El Paso, TX, Marcus holds a BBA, Management from The University of Texas Rio Grande Valley.Fundraiser Burnout and Attrition - Are We Looking After Ourselves and Our Colleagues??
Who is investing in the lifetime value of committed fundraisers and how would we do this? We are tracking footprints of self-reflected fundraising leadership to lead people, inspire lives and carry the torch of great leadership by leading through humanity. Let's explore this together.
Education Track(s): Leadership and Management
Audience: Strategic
Speakers
Daryl Upsall, MA, FCIoF
Daryl Upsall International - President
Founder and President of Daryl Upsall International based in Madrid, Daryl has 40 years working with over 240 non-profits in 80 countries. Known for his leadership and innovation; for pioneering digital fundraising and as a co-creator of face to face fundraising during the 1990s when leading Greenpeace International fundraising. Daryl has spoken at conferences in 34 countries and writes for the leading non-profit journals. He is a Fellow of the UK Chartered Institute of Fundraising and former Vice-Chair, the Association of Fundraising Professionals and a Masters Degree from Cambridge University.How the Tax Cuts and Jobs Act Will Impact Charitable Giving
Absent Congressional action, trillions of dollars of tax relief will expire at the end of 2025. Learn how to prepare for/navigate massive tax reform, and a once in a generation opportunity to pass a universal charitable deduction. You’ll learn how advocacy can help avoid hastening historic declines in giving.
Education Track(s): Volunteer Involvement
Audience: Strategic
Speakers
Lisa Chmiola, CFRE, AFP Certified Facilitator (formerly AFP Master Trainer), MS, CSPG
University of Missouri-St. Louis - Director of Gift Planning
Lisa has more than 22 years in philanthropic development. Currently the Director of Gift Planning for the University of Missouri-St. Louis, she also serves as the Chief Fablanthropist for Fablanthropy, working with nonprofit organizations and fundraising professionals providing consulting services on legacy giving strategies. An AFP Certified Facilitator since 2014 and TEDx speaker, Lisa has presented at five AFP International Conferences, and a variety of AFP and other industry regional conferences, chapter meetings, and webinars. Lisa is chair of the AFP Global U.S. Government Relations committee, a member of the AFP PAC board and of the LEAD Educational Advisory Committee.Sally Schaeffer, MA
Uncorked Advocates - Principal Consultant
Bringing nearly 25 years of experience, Sally and Uncorked Advocates provide federal government relations services to some of the largest nonprofits and philanthropic associations in the country. Previously, Sally represented more than 500 nonprofits and foundations as Independent Sector's Government Relations Director, served as Washington advocate for Girl Scouts of the USA, and worked on Capitol Hill for former Rep. Louise Slaughter as Legislative Director and Chief of Staff. She was named by The Hill as a Top Lobbyist for 2021, 2022, and 2023 and as Top 100 Lobbyist in 2022 by The National Institute for Lobbying & Ethics.Nicole Weingartner, Registered Lobbyist
Davidoff Hutcher & Citron LLP - Director, State Government Relations
Nicole L. Weingartner, known as "The Long Island Lobbyist”, has been dedicated to assisting 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. Nicole provides strategic advocacy support to clients on budgetary, legislative, and regulatory matters as well as the design and implementation of legislative advocacy campaigns. Nicole is a member of the Board of Directors of the AFP Long Island chapter, a Board Member of the AFP PAC and a member of the U.S. Government Relations Committee of AFP Global.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(s): Leadership and Management
Audience: Applied
Speakers
Chessie Hayes, CFRE, MPA, CNP
AQP Consulting - Fundraising Consultant
Chessie Hayes, Fundraising Consultant, has been an active member of the fundraising community and creates thoughtful, strategic plans to enhance donor engagement. She received the award for AFP International Outstanding Young Professionals, Memphis’ Top 20 Under 30, and Greater Memphis Chamber’s Young Memphis Class of 2020 award. She serves as the President for AFP Memphis and National Chair AFP Global’s Emerging Leaders Taskforce, and Editorial Committee member for AFP Global. Chessie enjoys focusing on and speaking internationally about fundraising trends for young professionals working for the fundraising sector, advocating for yourself for better employee benefits and being your own champion!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.Jarrod Williams, CFRE, MBLI
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.Ethics and Inclusion in Action: Conversations from the Front Lines to Build Better Fundraising
Join us for a conversation from the front-lines of fundraising with four senior fundraising executives. We will explore trust, honesty and doing the right thing. Panelists will discuss challenging situtaitons in fundraising and share success stories where Ethics and IDEA opened the door to major gifts.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Applied
Speakers
Dwayne Ashley, MBA
Bridge Philanthropic Consulting LLC. - Chief Executive Officer
Dwayne Ashley is renowned for his bold, strategic thinking and wise counsel in philanthropy. Over the course of his 30-year career, he has raised more than $1 Billion. A fearless and authentic solicitor, he is committed to DEI and helping organizations of color maximize their fundraising success. He advises non-profits, philanthropists, and influencers globally on the sector. A powerhouse of energy, enthusiasm and a passion for fundraising, Dwayne has managed capital and annual campaigns and spearheaded development for such notable organizations as Jazz at Lincoln Center, National Juneteenth Museum, Thurgood Marshall College Fund, and the National Negro College Fund.Dr. Roderick Smothers, PhD, Certification from the Lilly School of Philanthropy at Indiana University
Bridge Philanthropic Consulting LLC - Executive Consultant
Dr. Roderick L. Smothers is a 29-year professional whose focus has been providing transformative leadership, strategic advocacy, and building institutional capacity at our nation's Historically Black College and Universities. An accomplished fundraiser and relationship builder, Dr. Smothers has worked extensively with individuals, non-profit organizations, corporations, foundations, and public agencies and holds a fundraising record that exceeds $400 Million. In addition to his Ph.D. from Louisiana State University, he holds a certification in fundraising management from the Lilly Family School of Philathropy at Indiana University.Dr. Tammy Smithers, PhD
Bridge Philanthropic Consulting LLC - Vice President of Campaigns
Dr. Tammy Smithers has worked professionally for over 20 years with high-net-worth donors and clients as a wealth advisor for three fortune 100 corporations. She has served as the lead fundraising counsel for arts, education, and cultural organizations, leading and guiding campaigns raising more than $140 Million. She has executed successful fundraising campaigns for The Houston Grand Opera, National Juneteenth Museum, National Black MBA Association, and the William H. Gray Memorial Foundation. Dr. Smithers is an adjunct professor for the Diversity/Equity and Leadership course at the University of St. Thomas in Houston, Texas.Sylvia White, MA
Bridge Philanthropic Consulting LLC - Bridge Philanthropic Consulting LLC.
A fundraising executive with a provide track record in overseeing major fundriaing annual and capital campaigns, Sylvia is a highly sought after advisor and mentor in the non-profit and fundraising sector. Throughout her 35 year career, Sylvia has led or served on teams that have raised in excess of $300 Million. With substantial experience in principal and major gifts, board development, and fundraising management, Sylvia has significant expertise in strategic planning, fundraising and development, as well as, individual, corporation, public agency, and foundation funder and donor relationship management and stewardship.Beyond the Basics: Using the AFP Code of Ethics and Member Code of Conduct
Fair and ethical conduct is the foundation of professionalism and vital to maintaining integrity in fundraising. Join members of the AFP Ethics Committee and Member Code of Conduct Committee to learn how to foster trust within our industry through the understanding and application of the new AFP Member Code of Conduct and recently updated AFP Code of Ethics.
Education Track(s): Ethics, Accountability and Professionalism
Audience: Introductory/Foundational
Speakers
Boys & Girls Clubs of the Valley - Senior Vice President of Advancement
John Scola has nearly 40-year’s of success with foundations, healthcare, social service, faith-based and education organizations. He is SVP Advancement with Boys & Girls Clubs of the Valley, leading a $23 million resource development program. John holds a B.A. from the University of Dallas, later serving on its Board of Trustees. He is a Master Teacher through the Faculty Training Academy of the AFP and is a past recipient of his chapter’s Outstanding Executive Award.Jaye Lopez Van Soest, CFRE
Music Will - Director, Philanthropy
A strategic leader with a proven track record in nonprofit management and fundraising, Jaye has dedicated over 25 years to driving positive change through fundraising efforts in education, civil rights, advocacy, food security, and accessibility. Jaye currently serves as the Director, Philanthropy for Music Will which is the largest nonprofit music program in the US public school system. Music Will strives to make music education available to all students regardless of their socioeconomic background and believes it should reflect the cultures of the students being served.Amy Rowell, EdD
IMPACT
Dr. Amy Rowell is an accomplished nonprofit leader and educator. She holds a Bachelor of Arts in Education and a Master of Arts in Public Service from Marquette University, and a Doctorate in Education from Alverno College. Amy serves IMPACT in Milwaukee, WI as Chief Operating Officer and is an adjunct instructor in the graduate school at Marquette University. She serves the AFP Southeastern Wisconsin as the chapter’s immediate past president and AFP Global as a member of the Code of Conduct committee.
WomanCare Global - VP Development
Joyce Mitchell-Antoine is currently VP for Development at Planned Parenthood South Atlantic. She is accomplished in major gifts, strategic fundraising planning, expanding development programs, and volunteer training. Joyce is the Immediate Past Chair of the AFP Global Ethics Committee and is a member of the AFP Foundation Fundraising Board.Theresa Fleck, CAE, CFRE, MA, EdD, CNP
Logan University - Vice President of Institutional Advancement
Theresa Fleck, EdD, CFRE, CAE, CNP currently serves as the Vice President of Institutional Advancement at Logan University. A fundraiser since 2001, Dr. Fleck has extensive experience developing strategy and executing fundraising plans for a wide range of nonprofit organizations, including; universities, independent schools, social service agencies, international non-governmental organizations (NGOs) and the arts. She has also been a manager of fundraising staff for over 15 years. Dr. Fleck is a CFRE, and currently serves as the immediate past president of AFP St. Louis and is a former board member of AFP Rhode Island.The Campaign Doctor - How to Treat an Ailing Campaign
Almost every campaign -- whether it is an annual fund drive or capital campaign -- can hit a plateau, or start to fall apart completely. In this interactive session, we’ll review proven tactics that you can implement if it looks like you won't make your goal.
Education Track(s): Securing the Gift
Audience: Strategic
Speakers
Caroline Bott, MPA
Virginia Fundraising Consultants - Senior Executive Consultant
Caroline is an experienced nonprofit administrator and fundraising professional who has spent more than two decades working in the educational, environmental, health, economic development, and public service sectors. Her areas of expertise include fundraising, strategic planning, and governance. As both a development professional and a consultant, Caroline has helped numerous organizations throughout the mid-Atlantic region fulfill their missions through philanthropy and capacity-building efforts. Caroline has an undergraduate degree from Randolph-Macon College and a Master of Public Administration degree, with a focus on Non-Profit Management, from Virginia Polytechnic Institute and State University.
Virginia Fundraising Consultants - Virginia Fundraising Consultants
Virginia Thumm has worked in the nonprofit sector in New York and Virginia for more than 35 years. As Founder and President of Virginia Fundraising Consultants, Virginia has crafted and implemented plans for dozens of successful fundraising campaigns that have regularly exceeded their goal. Virginia is a longstanding member of the Association of Fundraising Professionals, where she currently serves on the Board and as chair of the Ethics committee.The Art of HBCU Philanthropy
Are you seeking to build a more inclusive and diverse philanthropic ecosystem? Join in on the discussion of the Art of HBCU Philanthropy to explore innovative approaches being deployed within the HBCU ecosystem.
Education Track(s): Securing the Gift , Rebels, Renegades and Pioneers
Audience: Strategic
Speakers
Amy Goldstein, MA
Thurgood Marshall College Fund - Vice President, Strategy
As Vice President, Strategy for the Thurgood Marshall College Fund, Amy D. Goldstein brings over 35 years of experience in the non-profit community, on the national, international, and local levels. At TMCF she is responsible for managing special initiatives and member-school capacity building activities, as well as relations with major foundations and partners supporting TMCF core programs. In 2020 she authored HBCUs and Prior Learning Assessments, an article published in the international journal Prior Learning Assessment Inside Out (PLAIO). She also lead a 4-HBCU research effort that to date has resulted in two academic articles.
Strada Education Foundation - Senior Vice President of HBCU and Engagement
As senior vice president of HBCU and Engagement, Daryl A. Graham oversees Strada Education Network’s strategic philanthropic investments and overall grant management efforts. Prior to joining Strada in 2017, Graham spent 15 years with JPMorgan Chase & Co., in Wilmington, Del., serving more than a decade as vice president and relationship manager where he identified grantmaking, sponsorship and volunteerism opportunities for the firm. His background also includes accounting and auditing positions at J.P. Morgan Chase & Co., ConocoPhillips and General ElectricVita Pickrum, PhD
Delaware State University - Vice President, Division of Institutional Advancement and President
Dr. Pickrum has established strategic public and private partnerships that have yielded significant financial support for the University. Dr. Pickrum serves on the Administrative Council, oversees the University's Endowment, and is the liaison to the Investment Managers. Dr. Pickrum's commitment to student success is evident in founding the HBCU (Historically Black College and University) Philanthropy Symposium – now in its 14th year (hbcusymposium.com) and drawing public and private HBCUs at each convening. This annual convening of universities, community colleges, and minority-serving institutions is a beacon of hope, focusing on institutional transformation and sustainability. In addition, Dr. Pickrum founded the
African American Development Officers - Chief Executive Officer
Birgit Smith Burton is the Chief Executive Officer of AADO, the African American Development Officers Network, which she founded at Georgia Tech in 1999 to provide professional development, education, employment support, mentorship, and networking opportunities for fundraisers of color. She is a well-regarded speaker on the topics of fundraising and diversity and has authored articles on diversity in the fundraising profession. Birgit co- authored the book, The Philanthropic Covenant with Black America, contributed to the book Five Minutes for Fundraising, A Collection of Expert Advice, and tells her personal story in the book Collecting Courage, which shares the lived experiencesTrina Bilal, MBA
KTB Consulting, LLC - Principal Consultant
Trina Bilal is a Change Agent, Motivational Speaker, STEM Advocate and seasoned executive with over 20 years of experience within the energy, technology, and telecommunications sectors. She primarily focuses on advancing the academic and economic competitiveness of underrepresented communities. Mrs. Bilal holds a B.B.A in International Business with a Finance concentration from Howard University, an M.B.A. from Georgetown University, and a Certificate in Business Excellence from Columbia UniversityShifting the Paradigm Landscape: Increasing Engagement and Philanthropy Among Alumni of Color
This presentation will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion action plan to embed into their current fundraising initiatives. Participants will leave with the building blocks to create an action plan to improve the donor engagement and giving within their organization.
Education Track(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Brown University - Brown University
Dr. Alyssia Coates is the Senior Director of Development, Inclusive Philanthropic Engagement for Brown University Advancement Division and Advancement Academic Liaison to faculty and administrative leadership. Dr. Coates formerly served for 24 years at the University of Notre Dame in many leadership roles, including regional director of development, senior leader for the enrollment management team, and professor for the college of the first year of studies. Dr. Coates is a certified Maxwell Leadership coach and presents annually for the Council for Advancement and Support of Education, Association of Fundraising Professionals, and the National Association for Diversity Officers in Higher Education.LaDaniel Gatling II, MA, CFRM
Guilford College - Vice President for Advancement and Alumni Relations
LaDaniel “Danny” Gatling II serves as the Vice President for Advancement and Alumni Relations at Guilford College in Greensboro, NC. Prior to Guilford, he served as the Vice President for Institutional Advancement at Bennett College. Gatling has also worked at the University of North Carolina at Chapel Hill, Elon University School of Law, and North Carolina A&T State University. Gatling earned a B.S. degree in Architectural Engineering from North Carolina A&T State University and a M.A. in Philanthropic Studies from Indiana University.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(s): Relationship Building
Audience: Introductory/Foundational
Speakers
Adrienne Taylor, MBA, CFRE
Skystone Partners - Senior Consultant
Adrienne Taylor is a Sr. Consultant at Skystone Partners. Adrienne started her career in fundraising through the AFP-Greater Cincinnati Chapter’s diversity program, New Faces of Fundraising, and now serves on the leadership team. She is a former President of the Greater Cincinnati Chapter and a former AFP Global Board Member. Her commitment to IDEA is what keeps her actively engaged with AFP. She is a proud mom, wife, member of Kaleidoscope Investment Group and loves theatrical makeup.
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.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(s): Leadership and Management
Audience: Strategic
Speakers
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.
Carter Global - Managing Director
Barbara is a Managing Director at Carter, a global consulting firm that helps nonprofit organizations advance their philanthropic goals. She earned AFP’s prestigious Advanced Certified Fundraising Executive (ACFRE) credential and holds a master’s degree in leadership and organizational development. With over 25 years of experience, Barbara has a proven track record of closing seven and eight-figure gifts, including leading the naming of the Neff College of Business and Innovation at the University of Toledo in 2022. She is known for her BTP Method - being Bold, Thoughtful & Persistent. She was AFP NW Ohio Chapter’s 2022 Outstanding Fundraising ProfessionalGive your Fundraising Program a Tune-Up!
A healthy fundraising program requires regular check-ups! This interactive session introduces the concept of a development audit and a process for evaluating your fundraising program. You’ll leave with an understanding of the audit process and a worksheet to help introduce the concept of a fundraising audit in your organization.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Michelle Hamilton, CFRE
Carter - Managing Director
Michelle Hamilton, CFRE, has experienced success in all areas of fundraising through leadership roles with National MS Society, Houston Symphony, Dayton Philharmonic, Arts Council of Fort Worth/Tarrant County, Crisis Assistance Ministry, and Charlotte Symphony. As VP of Development for the Charlotte Symphony and Interim CEO Michelle led efforts that grew the endowment by $4M, and individual giving by 25%. At Carter Michelle provides counsel on capital campaigns, major gifts, governance, and fundraising strategy. Michelle is an AFP Charlotte board member and past-president and was named Outstanding Fundraising Professional at NPD 2013. She is a graduate of University of Louisiana.From Data Analysis to Action: Utilizing AI for Nonprofit Success
Explore how AI can transform nonprofit communication strategies. This interactive session includes a live ChatGPT demo, teaching you to utilize AI for effective donor segmentation, message optimization, and increased engagement, ultimately boosting your nonprofit's impact.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Josh Hirsch, MS
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 ChapterWhat fundraisers Need to Know About AI’s Impact on Marginalized Communities (Presented by Alford Group)
Join us for an interactive AI demonstration to explore how AI can shape future fundraising strategies. We’ll delve into the social impacts of AI and learn how to combat bias and discrimination. Despite AI’s benefits, it reflects societal biases, reinforcing discriminatory thinking. Empower yourself with the knowledge to make a difference.
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Manju Ramachandran, CFRE
Fundraising Consultant - Director of Development
Inspired to be “in service to others,” Manju Ramachandran, CFRE, works with donors to give their time, treasure, and talent to close the equity gap in the Bay Area and has raised over $10MM to support programs at India Community Center, Second Harvest Food Bank, All Stars Helping Kids and now at San Jose State University. Manju co-founded the Inclusion, Diversity, Equity, and Access (IDEA) fellowship for AFP Silicon Valley/Golden Gate to ensure all voices are included in philanthropy, and is now mastering the art of making a difference through "ai fundraising" tools.Cherian Koshy, CFRE
Charles Buchanan, MBA
Technology Helps - CEO
Charles Buchanan is the Founder and CEO of Technology Helps, an organization dedicated to eliminating technology poverty in the social purpose sector and community. As a visionary leader he has a rich background in corporate technology leadership, including senior roles at Suncor Energy, Oracle, MNP and Deloitte and as an accomplished entrepreneur, he has founded and led numerous technology companies in diverse areas like fintech, online gaming, and environmental protection. He remains a leading expert in the tech industry, offering strategic guidance to organizations of all sizes, from large enterprises to startups and small nonprofits.
Jennifer Dotson, MSc
You CAN have it all: Innovative Ways to Fundraise from Individuals and Institutions
Overwhelmed by fundraising responsibilities? Join this session to explore innovative strategies for balancing donor relations, event coordination, and grant writing. Learn to harness the major gift lifecycle effectively and equip yourself with practical tools to excel and thrive in your fundraising career.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Douglas Manigault III, CFRE, DSW, MSW
Interfaith Hospitality Network at Alpha House - Development Director
Douglas F. Manigault III, a macro-trained social worker, is the Development Director at the Interfaith Hospitality Network at Alpha House in Ann Arbor, MI. He has excelled in raising funds for a diverse range of nonprofit organizations, securing over $25 million from various sources. Douglas regularly presents at national conferences, focusing on social workers as fundraisers and fundraising rooted in racial justice. He holds a bachelor’s degree in Black Studies, master and doctorate degrees in social work, and CFRE.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(s): Relationship Building
Audience: Applied
Speakers
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.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.Jarrod Williams, CFRE, MBLI
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.Neurodiversity- My Fundraising Superpower
Are you one of the 15 to 20% of the population that identifies as neurodiverse? Join us to discuss fundraising and how your neurodiversity gives you the superpowers to succeed in the sector. How can you leverage your strengths to counter the everyday challenges of your unique brain?
Education Track(s): Leadership and Management
Audience: Applied
Speakers
Nicole Bela, CFRE
Advance Illinois - Director of Development
Nicole Bela is the Director of Development at Advance Illinois, a bipartisan education policy and advocacy organization dedicated to ensuring equitable access to quality education in Illinois throughout the education continuum. She holds a BA in Psychology from Michigan State University and an MSW from Washington University in St. Louis, focused on social and economic development and nonprofit management. With over a decade of fundraising experience in the nonprofit sector, Nicole enjoys helping development departments drive growth through best practices and data-driven decisions. A lifelong learner, Nicole obtained her CFRE certification in 2022.
Self-Employed - Fundraising Advisor
Janessa Dennis Butler, a South Carolina native, shares her expertise as a fundraising advisor in Chicago, IL. Specializing in assisting small organizations, Janessa is dedicated to crafting bespoke strategies for giving that prioritize inclusivity, transparency, and authenticity. In addition to her consultant role, Janessa serves as a co-chair of the Neurodivergence Affinity Group within the Chicago chapter of the Association of Fundraising Professionals. In this capacity, she fosters meaningful discussions on neurodivergence in the fundraising sphere, contributing to greater understanding and inclusivity within the profession.
Mallory Erickson Coaching LLC - CEO and Creator of the Power Partners Formula ™
Mallory Erickson is an executive coach, fundraising consultant, and host of the podcast What the Fundraising, aimed at supporting nonprofit leaders to fundamentally change the way they lead and fundraise. Through her signature framework, the Power Partners Formula™?, Mallory provides unique tools to help nonprofits fundraise more from foundations, corporate partners, and individuals. She has trained over 80,000 fundraisers using elements of her unique win-win framework, which combines best practices from executive coaching, science-backed behavior design, and fundraising strategy.Unlock The Secret to Explosive Nonprofit Growth (Presented by CharityEngine)
Is your nonprofit ready to scale up and make a significant impact? One powerful strategy can transform your growth trajectory: expanding and refining your monthly giving program. Monthly donors provide a steady, predictable revenue stream that fuels your mission and builds deeper connections with supporters. In this dynamic session, seasoned experts Dave Martin of CharityEngine and Dana Bunke of Easterseals will take you through a comprehensive, actionable roadmap for creating and optimizing a successful monthly giving program. You’ll gain insights into how to build a loyal donor base, leverage innovative tools, and maximize revenue retention.
Education Track(s): Securing the Gift
Audience: Applied
Speakers
Easterseals - Senior Vice President of Direct Response and Integrated Fundraising
Dana Bunke is a seasoned direct marketing and fundraising leader, currently serving as Senior Vice President of Direct Response and Integrated Fundraising at Easterseals - an organization leading the way to full equity, inclusion and access through life-changing disability and community services. Dana has consistently driven transformative results through her expertise in direct response television (DRTV), monthly giving, and strategic media buying. Her innovative approaches have helped improve brand metrics, visibility, and collaboration across teams and organizations, creating a lasting impact at organizations like Wounded Warrior Project, ALSAC/St. Jude, and Easterseals.