speakers

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*Sessions and speakers subject to change. Additional speakers may be added at a later date. Speaker information is provided by the speaker.

Tara Adams, JD, Ed.M.

Photo of Tara Adams
Cognitive Empowerment Consulting Group, LLC - Co-founder

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

Session

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

Audience: Introductory/Foundational

Shashea Adams-Guess

Photo of Shashea Adams-Guess
UT Southwestern Medical Center - AVP Advancement Strategy and Operations

Shashea is the AVP of Advancement Strategy and Operations at UT Southwestern Medical Center. Over her 20+ years in leadership, Shashea has been a trusted advisor on culture and strategic planning, but her greatest contribution is leading her team to advance engagement, fundraising initiatives, and the mission of UT Southwestern.

Session

Influencing and Informing Your Organization’s Vision for Philanthropy (Presented by Advancement Resources)
Have your colleagues ever approached you with a shopping list of funding priorities and a directive to “go get the money”? Too often in healthcare philanthropy, our organizations understand only in part how to apply the power of philanthropy to achieve our goals. In this panel discussion, learn research-based best-practices for redirecting conversations with clinicians, executives, and others; building trust; and securing a seat at the table in hospital or system priority-setting discussions. Use data-driven strategies to help achieve lasting outcomes for your organization’s important work.

Audience: Applied

Mide Akerewusi

Photo of Mide Akerewusi

Mide Akerewusi is the Founder of AgentsC Inc. He is the creator and host of the Giving Black Conference and Podcast which celebrates philanthropy among the world's Black population. Olumide has spent the last 28 years building his expertise as a global relationship fundraiser, philanthropist, social justice advocate, and certified Corporate Social Responsibility Practitioner. He likes to contribute to important conversations about building a stronger and more equitable and prosperous global society.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Eva Aldrich, CAE, PhD

Photo of Eva Aldrich
CFRE International - President & CEO

Eva E. Aldrich is President and CEO of CFRE International, the first globally recognized fundraising credential. Prior to joining CFRE International, Aldrich was Associate Director of Public Service and The Fund Raising School at the Indiana University Lilly Family School of Philanthropy. She holds a Ph.D. in Philanthropic Studies from the Indiana University Lilly Family School of Philanthropy.

Session

How to Become a Certified Fund Raising Executive (Learning Lab)
The CFRE Credential: Is it worth it? What are the benefits? Is the CFRE Exam difficult? This interactive session to learn everything you ever wanted to know about the Certified Fund Raising Executive (CFRE) credential. We’ll answer your questions plus dive into the eligibility requirements, application tips, and all things related to the CFRE Exam. 

Audience: Introductory/Foundational

Roger Ali, MBA, CFRE, CFRE, MBA, C. Dir (Chartered Director)

Photo of Roger Ali, MBA, CFRE

With more than 20 years of experience in the nonprofit sector, Roger D. Ali specializes in: Governance, Major and Principal Gifts, and Campaign Counsel. Some of his previous experience has included: President & CEO, Niagara Health Foundation, Vice, President, Development, Hamilton Health Sciences Foundation and Executive Director, Bishop Strathan School Foundation. He is a Certified Fundraising Executive and currently serves on the Association of Fundraising Professionals (AFP) Global; where he is Chair-Elect.

Session

How to engage your board in fundraising
Get your answers here! This session is for Senior Leaders (EDs, DoDs, Board): Ask your most important questions about how to engage your board in the fundraising process either through special projects or capital campaigns. Pick the minds of some of the most successful and knowledgeable leaders in

Audience: Strategic

From Talk to Walk: Building a Diverse Donor Base through Authentic Partnerships (Presented by the Alford Group)
Forget "donor engagement" myths. The time has come to build authentic partnerships with donors of color, whose passion and dedication can transform your organization. This session isn't just about buzzwords - it's about actionable strategies from experts and donors themselves.   Learn how to:   Go beyond tokenism: Discover effective ways to identify and connect with diverse donors on their terms and values.   Break down the barriers: Create an inclusive environment that fosters genuine engagement and is rooted in trust and mutual respect.   Spark lasting commitment: Hear firsthand from donors on what ignites their passion and fuels their giving.   Come join us in creating a movement, not just a moment by discovering how to create a sustainable relationship model that embraces the power of diverse voices in driving meaningful change for your organization’s mission and making the world a better place for ALL people.

Audience: Applied

Nneka Allen

Photo of Nneka Allen

Nneka is a Black Afro-Metis woman, a Momma and a daughter of the Underground Railroad. As a descendant of African survivors of the TransAtlantic Slave Trade, her ancestors helped build North America. Over centuries these African freedom seekers developed a historic relationship with the First Peoples of Turtle Island. This is her connection to the Cherokee and the Lumbee part of her ancestral legacy. They are her relations.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Cathy Allwine

Photo of Cathy Allwine
DonorSearch - Senior Onboarding Specialist

Cathy Allwine has been part of the DonorSearch Client Success team for 7 years. She has presented over 1500 webinars, live sessions at conferences, and in-person training sessions for DonorSearch clients and specializes in helping clients understand how to use DonorSearch data to achieve their specific goals. Prior to DonorSearch, Cathy excelled in various customer services roles, including insurance sales, web development and email marketing, hospitality and retail.

Session

Gifts that Grow: AI-Enhanced Strategies for Expanding Major Contributions - (Learning Lab) Presented by Donor Search
Gifts that Grow: AI-Enhanced Strategies for Expanding Major Contributions" is a dynamic session for forward-thinking philanthropists, fundraisers, and nonprofit leaders seeking to elevate their major gift efforts. In this engaging session, participants will delve into the cutting-edge intersection of artificial intelligence and philanthropy, discovering how AI can predict potential major contributions and enhance the personalization and effectiveness of fundraising campaigns.

Audience: Introductory/Foundational

Alexis India Alm, AFP Master Trainer, CFRE, CAP, MNA

Photo of Alexis India Alm

Ms. Alexis India Alm, MNA, CFRE, CAP® has over 35 years of executive leadership and nonprofit success. She is the CEO of Alexis Alm Advisors, LLC. and a well-known speaker, trainer, executive coach in philanthropy and nonprofit management. Additionally, she has established successful, multi-million dollar planned giving programs in local, community-based organizations. She is also an AFP Master Trainer and the 2024-2025 International Board Chair of CFRE.

Session

Small Shops Big Success in Planned Giving
Planned giving is not just for the big organizations with lots of resources. It's for every organization with a compelling mission. You will be able identify planned giving prospects and obtain over 30 different donor conversation starters. Receive practical strategies for securing the planned gift and increase annual gifts too!

Audience: Introductory/Foundational

Anthony Alonso

Photo of Anthony Alonso
Catapult Fundraising, Inc. - President

Anthony is one of the nation’s leading fundraising consultants with over three decades of expertise in capital campaigns, direct marketing and telefundraising. He is the AFP NJ 2021 recipient of the Consulting Excellence Award. He is also the 2023 recipient of the AFP Las Vegas Outstanding Fundraising Professional award. Anthony served on the boards of AFP New Jersey, AFP Las Vegas, The Giving Institute, Giving USA, and the AFP Foundation for Philanthropy.

Session

(CANCELLED) Exploring the Influence, Trends, and Education of the Hispanic and Latinx Community in American Philanthropy
Join Anthony for an insightful discussion that delves into the dynamic world of philanthropy within the Hispanic and Latinx community in the United States. This session aims to shed light on the profound impact, evolving trends, and the crucial role that education will play in shaping the philanthropic landscape among this diverse and vibrant demographic for years to come.

Audience: Applied

Jack Alotto, CFRE, MA

Photo of Jack Alotto
Consultant - Consultant and Educator

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.

Session

The Downside of Donor Centric Fundraising
Donor centric fundraising states we should center donor interests, motivations, needs and values. In doing so, do we ignore the needs of the communities we serve? What is the downside of donor centric fundraising? Learn how to identify the problems of the improper application of donor centric fundraising.

Audience: Applied

Aidan Augustin

Photo of Aidan Augustin
Feathr - Chief Revenue Officer and President

Aidan Augustin is the co-founder and Chief Revenue Officer of Feathr, the Nonprofit Marketing Platform, which supports over a thousand associations and charitable orgs with modern digital marketing technology. Aidan is on a mission to elevate nonprofit marketing as a discipline and a profession, believing it to be a force multiplier for good that remains largely untapped.

Session

Digital Marketing & Fundraising in 2024: How To Align Campaign Strategies To Maximize Results (Presented by Feathr )
Digital Marketing & Fundraising in 2024: How To Align Campaign Strategies To Maximize Results   In a world where digital interaction is paramount, nonprofits face the constant challenge of standing out and making a meaningful impact.   In this session, we’ll explore which trends in digital technology genuinely matter for nonprofits and how these can be leveraged to maximize impact.   We'll delve into: How to create digital fundraising campaigns that resonate with today's easily distracted donors, ensuring your message cuts through the noise. Practical tips on boosting your nonprofit's digital and social media advertising, email marketing, and search marketing strategies to enhance donor engagement and acquisition in 2024. Real-life examples from growing nonprofits that have successfully implemented an omnichannel strategy to elevate their digital fundraising outcomes. Join us to sharpen your digital fundraising strategy and enhance your nonprofit's digital presence.   Whether your goal is to attract new supporters, strengthen bonds with current ones, or boost your online impact, this session is your key to success in 2024.  

Audience: Applied

Michael Baker, CFRE, AFP Master Trainer

Photo of Michael Baker
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.

Session

Continuing the Conversation on being an Equitable, Inclusive, Diverse Leader
To take on the biggest problems, all need to lead in an inclusive, diverse and equitable manner. This session will focus on the leadership skills you need for personal and professional success. These diverse leaders on the panel live their lives with IDEA everyday. Learn how you can as well!

Audience: Applied

Don Baker, AFP Master Trainer, MPA

Photo of Don Baker
FAME, Inc. - Chief Executive Officer

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

Session

Continuing the Conversation on being an Equitable, Inclusive, Diverse Leader
To take on the biggest problems, all need to lead in an inclusive, diverse and equitable manner. This session will focus on the leadership skills you need for personal and professional success. These diverse leaders on the panel live their lives with IDEA everyday. Learn how you can as well!

Audience: Applied

Jim Ballou

Photo of Jim Ballou
Microsoft - Technical Specialist, Tech for Social Impact

My name is Jim Ballou and I have been working at Microsoft for 2 years as a Technical Specialist for Microsoft’s Tech for Social impact team. I help our Nonprofit customers transform their operations through better technology solutions. I specialize in the Dynamics365 suite of applications, which includes customer relationship management (CRM), and the Power Platform, which enables users to create low code no code solutions.

Session

Navigating Donor Journeys: Strategies for Engaging Nonprofit Supporters - (Learning Lab) Presented by Microsoft

Audience: Applied

Navigating Donor Journeys: Strategies for Engaging Nonprofit Supporters - (Learning Lab) Presented by Microsoft
In the dynamic landscape of nonprofit fundraising, understanding and optimizing the donor journey is paramount. In this Learning Lab session, we’ll delve into ways that Microsoft solutions can help your fundraising team streamline the journey building process, create meaningful connections with supporters from acquisition to long-term advocacy, and build stronger connections.

Audience: Applied

Anna Barber, JD

Photo of Anna Barber
Barber & Associates - Founder and Principal Strategist

Anna Barber, Founder and Principal Strategist of Barber & Associates, is a 20-year fundraising veteran. Prior to starting the firm, Barber was the first Central Major Gifts Officer at the Smithsonian Institution, and a member of the National Museum of African American History and Culture’s (NMAAHC) fundraising team. At NMAAHC, Barber secured $42M in leadership ($1M+) and major ($100K) gift support, closing 22 individual one million-dollar gifts, 90% contributed by first-time Smithsonian donors.

Session

Engaging Diverse Donors and Cultivating an Inclusive Donor Base
Are you looking to develop a more inclusive donor program? Join to learn about the strategies and insights gained from high-profile inclusive fundraising campaigns that launched the Smithsonian National Museum of African American History and Culture and the Obama 2008 presidential campaign.

Audience: Applied

Chad Barger

Photo of Chad Barger

Chad Barger, CFRE, ACNP helps nonprofit professionals fundraise more efficiently and effectively. He is the founder of the firm Productive Fundraising, which focuses on bringing actionable, research-based fundraising tactics to small and mid-sized nonprofits. He is a top-rated conference speaker and webinar presenter as well as a master trainer of boards that “don’t want to fundraise.” Chad is also a strategic advisor and coach to many non-profit fundraisers, executive directors and board members. He takes pride in being a qualified curator of top-notch fundraising news and research through his weekly fundraiserchad e-blasts and popular free monthly webinar series.

Session

The Peeps Productivity Nerds Show 10 Ways AI Saves Them Time Every Week ( Learning Lab) Presented by AFPeeps
Join fundraising master trainers and self-proclaimed productivity nerds Alice Ferris and Chad Barger for a quick run down (and demo) of their favorite AI productivity tools to wrap up day one of AFPeeps PeepsU: AI edition.

Transform Your Relationships: How to Turn Volunteers and Donors Into Super Supporters (Presented by Bloomerang)
  Volunteers play a vital role in the success of nonprofits. They generously offer their time and expertise and can even become dedicated donors. Research reveals that volunteers are 80% more likely to make larger donations than non-volunteers. Additionally, those who volunteer and donate have a significantly higher retention rate. This panel discussion will utilize data and live examples to explore the correlation between volunteers and financial donors.   If you're hesitant to ask your volunteers to become donors or vice versa, this session is tailored to address your concerns. Join us and unlock the full potential of your volunteers and donors without leaving any untapped opportunities behind.

Audience: Applied

Angela Barnes, CFRE, MBA

Photo of Angela Barnes

Angela is a Managing Director with Carter, an international philanthropic giving consultancy, working with human services, arts and culture and higher education partners in the areas of annual giving, major gifts, and campaign planning. She believes every nonprofit can become a well-funded scalable institution. Not afraid of risks, she has worked with leadership and advancement teams to foster internal cultures of philanthropy. Angela has an MBA from Ursuline College and attained her CFRE in 2022.

Session

The Downside of Donor Centric Fundraising
Donor centric fundraising states we should center donor interests, motivations, needs and values. In doing so, do we ignore the needs of the communities we serve? What is the downside of donor centric fundraising? Learn how to identify the problems of the improper application of donor centric fundraising.

Audience: Applied

Magdalena Barragan

Photo of Magdalena Barragan
UCLA - Executive Director, International Education Office

Magdalena Barragán is the Executive Director for the UCLA International Education Office. She has 23-years of experience working with international students and study abroad experiences, including managing one of the nation’s largest MBA Exchange Programs. She has successfully recruited international students and managed over 100 outbound programs for UCLA. Her current efforts are focused on creating a long-term relationship with prior program participants where students gain greater career and networking value for their experience abroad.

Session

Before Lights, Camera, ACTION!
Blockbusters get all the press. But even in Hollywood, there’s a lot that happens before the opening curtain. Join us as we look behind the scenes of how philanthropic producers (AKA fundraisers) partner with leadership talent. Together we’ll discuss how cast and crew work together to build a giving culture.   Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

Cathy Barrick

Photo of Cathy Barrick
Alzheimer Society Of Ontario - CEO

As the CEO of the Alzheimer Society of Ontario, Cathy leads with enthusiasm, creativity and a drive to create impact within the not-for-profit sector. Cathy fosters innovation through fundraising and program development with a strong belief that not-for-profit organizations should step up and shine by increasing their social profit margins.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

William Bartolini, CFRE, PhD, AFP Master Trainer

Photo of William Bartolini

An AFP Master Fundraising Teacher, coach, and counselor in philanthropy, Bill Bartolini (PhD, ACFRE) has been a professional fundraiser for 40 years, recently retiring from Ohio State where he solicited gifts of $5M+. He’s worked for several universities, including George Washington, Northeastern, Kent State, Ball State, and a variety of nonprofits.

Session

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

Audience: Applied

Christopher Beck

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

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

Session

Challenges of Being A Black Male In Fundraising
Join an engaging conversation about being a Black Man in fundraising. This will be a safe space to talk about real situations and outcomes. Are you open-minded and want to learn how to be more aware of situations? Be ready to listen, learn, and share!

Audience: Applied

Emily Bell, MPIA, MSW

Photo of Emily Bell

Emily serves as the executive director of the North Central Region at Canine Companions, a national organization that raises, trains, and places service dogs with clients with disabilities, free of charge. Before joining the Canine Companions team, Emily held roles leading major gift fundraising teams at The Ohio State University, served as a development officer at Thomas College in Waterville, Maine, and spent time in a consulting role with A.L. Brouman Associates in Pittsburgh, Pennsylvania.

Session

Building a Sustainable Fundraising Plan: A Research-backed Guide to Healthy Fundraising (Presented by Qgiv)
With rising costs, the Great Resignation, and donor numbers declining, nonprofit leaders face increased pressure to keep their teams motivated to raise more money with even fewer resources. What can be done to address these challenges? Qgiv’s Sustainable Giving Report sought to answer that question! Join us to learn how you promote wellness and job satisfaction within your organization and ultimately improve staff retention, donor relations, and revenue.

Audience: Strategic

Dzenan Berberovic, CFRE, MA

Photo of Dzenan Berberovic
Avera Health - Chief Philanthropy Officer

Refugee of war. Immigrant. Difference-maker. Dzenan Berberovic (JE-nahn Bur-bur-oh-vik) was born in one of the poorest countries of the world, war-torn Bosnia. A resident of a refugee camp and Germany for six years, Dzenan and his mother immigrated to the US when he was nine years old. Today, Dzenan he serves Avera, one of the largest health systems, as Chief Philanthropy Officer. Inspired by a stranger’s generosity, Dzenan was led to his life’s work: philanthropy.

Session

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.

Audience: Applied

Hannah Berger, CFRE, MPA

Photo of Hannah Berger
The Philanthropy Coach, LLC - President, The Philanthropy Coach

As a self-proclaimed “accidental expert” at revitalizing fundraising programs to realize exponential growth, Hannah is skilled at building authentic, lasting relationships with philanthropists, community leaders and corporate representatives. She thoroughly enjoys coaching other professional fundraisers to do the same. Hannah has proudly supported dozens of nonprofit organizations in raising more than $150M. Hannah's boutique consulting firm, The Philanthropy Coach, specializes in major expansion campaigns, board recruitment and development, and the creation of strategic development plans.

Session

Post Give Day Tips to Amplify Donor Loyalty (Presented by Fundraising Academy)
Give Day Campaigns provide an opportunity to demonstrate donor loyalty and identify new supporters. Does your organization have measures in place to nurture new relationships or will your new prospects be lost in your database until next year? Your organization’s response to these questions are vital for long-term sustainability. This session will explore qualitative and quantitative measures to sustain and upgrade annual donors to major gift donors. 

Audience: Applied

Unlocking Donor Potential: Transforming Volunteers into Cause Champions through Relationship-Driven Fundraising (Presented by Fundraising Academy)
Volunteers are essential in every organization. They know your cause and support your organization throughout the year. They are your greatest advocates and possess linkage, ability, and interest in filling resource gaps. The question now is: Does your organization have a strategic plan to elevate volunteer commitment into meaningful financial contributions? Volunteers represent untapped potential as major gift prospects. If your major gift prospect pool currently overlooks this hidden treasure within your volunteer base, this session is for you. Join us to explore converting loyal volunteers into enthusiastic donors, unlocking a new dimension of support for your cause.

Audience: Applied

Julie Berthoud-Jury

Photo of Julie Berthoud-Jury

Julie is a global relationship fundraiser, coach, and lover of justice, who lives location independently in Germany. Her own racial equity journey began during her studies in the U.S. and has been an ongoing process of actively (un)learning and reflecting on the complexities of her unearned privilege as a white woman, a descendant of European colonizer culture, and her role in perpetuating unequal power dynamics.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Kimberley Blease

Photo of Kimberley Blease
Blakely - Executive Vice President, Strategic Solutions and Consultancy

When it comes to building high-value donor relationships, Kimberley’s original thinking is unparalleled. With over 38 years of experience, Kimberley is a fundraiser and marketer, and sought after speaker on the topics of high value giving, planned giving, legacy and trends in the sector. Kimberley’s passion for high value donor development has led to the creation of new products and solutions for the sector, and the launch of Blakely’s thought leadership platform – The Exchange Hub.

Session

Thinking Big Around Legacy Giving for Growth & Long-term Connection
Legacy marketing is about a values connection and understanding donor needs/motivations. This session will provide new insights into how to make these valuable connections, what is working to inspire people to take action and how you can harness the power of legacy to grow your programs and deepen relationships.

Audience: Applied

Karen Blickley

Photo of Karen Blickley

For two decades, Karen drove philanthropic impact as VP of the Nationwide Foundation in Columbus, Ohio. The Fortune 100 company has invested $670+ million philanthropically since 2000. Under Karen’s guidance, $450 million enriched nationwide initiatives, earning AFP's 2017 Outstanding Philanthropic Corporation Award. She pioneered Nationwide’s Associates Helping Associates program, the Community Impact Model, fostered collaborations with Nationwide Children’s Hospital, and has served on national nonprofit boards. Now retired, Karen enjoys giving back to the profession.

Session

Corporate Giving Officers’ Top Ten Turn-Offs, Straight from the Donor’s Mouth
Corporate giving officers are inundated by nonprofits asking for money. But do nonprofits really know what these corporations are looking for, and what turns them off? In this session, Michelle Cramer will facilitate a candid conversation with two corporate giving officers, one being her daughter, and they’re holding nothing back.

Audience: Applied

Michelle Boggs, CFRE, MBA

Photo of Michelle Boggs
Classy - Executive Nonprofit Industry Advisor

Michelle Boggs has more than 15 years’ experience in fund development, community partnerships, team and constituent building and strategy for nonprofit organizations. Michelle currently serves as the Executive Nonprofit Industry Advisor at Classy, an affiliate of GoFundMe and Public Benefit Corporation and giving platform that enables nonprofits to connect supporters with the causes they care about. In this role, Boggs provides deep and practical nonprofit industry expertise and perspective for Classy's go-to-market and sales activities.

Session

Creating a Community-Driven Fundraising Strategy - (Learning Lab) Presented by Classy
Giving happens where community thrives. The best fundraising comes as a result of deep, informed relationships when beneficiaries, fundraisers, and donors are part of a connected system surrounded by a cause. But in recent years, as the sector has moved to scale fundraising, that declaration of support has become transactional. The way people interact with and participate in community is changing and even peer-to-peer fundraising has become isolated rather than a cultivator of deep sustaining relationships. Join this discussion around how organizations can radically change their perception of community building and build the future of mobilized communities in service of empowered and invigorated fundraising.

Audience: Strategic

Samantha Booras

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Samantha Booras is the Assistant Director of Development for UCLA’s Division of Undergraduate Education in the College of Letters and Science. She is responsible with helping execute annual fund campaigns, volunteer management, event planning, and securing major gifts. She is an active member of AFP’s Greater San Fernando Valley Chapter, serving on the educational committee since 2021. In her free time, Samantha enjoys hiking, ice skating, horseback riding, and whale watching.

Session

Before Lights, Camera, ACTION!
Blockbusters get all the press. But even in Hollywood, there’s a lot that happens before the opening curtain. Join us as we look behind the scenes of how philanthropic producers (AKA fundraisers) partner with leadership talent. Together we’ll discuss how cast and crew work together to build a giving culture.   Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

Marie-Helene Boubane, CFRE

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Amnesty International Canada - Director of Fundraising

Marie-Hélène was promoted to Director of Fundraising in July 2022. She previously worked at MSF (Doctors Without Borders) and CARE Canada. And has worked in several fundraising positions from Direct Mail, Monthly Giving to Major Gifts. In the last year, the legacy program revenue at Amnesty was the highest ever for the organization, a 306% increase over 2020 and a 129% increase over 2019.

Session

Nine Simple Ideas to Increase Your Legacy Gifts
Finding your best legacy prospects can be challenging and time consuming. In this session, you’ll learn about simple solutions that you can implement that will have you spending less time searching and more time converting legacy prospects into legacy donors.

Audience: Applied

Jody Braunig, CFRE, LMSW

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Lost Tribe - Director of Development

Jody has dedicated her professional journey to creating positive change in the world. With over two decades of experience as a non-profit professional and outstanding volunteer, she has earned recognition in both the New Orleans and Jewish communities. Currently serving as the Development Director for Lost Tribe, Jody adds a touch of joy to life as a baseball mom, Float Lieutenant and 2024 Royalty for the Krewe of King Arthur.

Session

You Can Be More Than Remotely Successful Fundraising Remotely
While meeting prospects face-to-face is the preferred method, raising money while video-conferencing is becoming increasingly common. In this session, we will provide strategies for fundraisers stewarding donors and cultivating gifts without a single in-person meeting. You will learn best practices for successfully working remotely while developing deep connections with colleagues.

Audience: Introductory/Foundational

Marcus Brewer, MBA

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Change Happens - Director of Development

Has been Blessed to work in the fund and people-raising space for over 10 years. Much of his experience has been in small shops where he’s worn many hats, often at the same time. His experience includes grant writing, foundation relations, corporate relations, strategic partnerships, government relations, marketing, admissions, and a few more. He currently serves as Director of Development for Change Happens in Houston, TX, whose mission is to “Help people empower themselves.”

Session

Challenges of Being A Black Male In Fundraising
Join an engaging conversation about being a Black Man in fundraising. This will be a safe space to talk about real situations and outcomes. Are you open-minded and want to learn how to be more aware of situations? Be ready to listen, learn, and share!

Audience: Applied

CJ Brooks

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CJ has over 15 years’ experience as an expert Architect and has implemented MISSION CRM and Microsoft Cloud for Nonprofit for mid-size to enterprise nonprofits globally, including World Wildlife Fund Canada, St John's Ambulance UK, Archdiocese of Toronto and United Way of King County.

Session

AI and Innovations in Prospecting and Marketing with Sylogist MISSION CRM + Microsoft Cloud for Nonprofit (Learning Lab)
AI and Innovations in Prospecting and Marketing with Sylogist MISSION CRM + Microsoft Cloud for Nonprofit See the latest AI tools and innovations from Microsoft and MISSION CRM to make fundraising and communications easier and more effective. We’ll explore how fundraisers can use this cutting-edge tech to segment, analyze, target and execute effective campaigns to attract new donors and unearth potential opportunities.

Audience: Introductory/Foundational

Deborah Brozina, MBA

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Making Change Productions - President

Content that connects to the right audiences is expensive to produce and distribute – especially for nonprofits. Having a solid, documented content strategy makes sure that you are targeting who needs what message when from the organization and in what context. Deborah Brozina specializes in content strategy, creation, and distribution. She blends her deep background in content creation and technology development to support clients including Carnegie Foundation, The Economist Group, and Phelps Memorial Hospital.

Session

Get to know your donors to increase engagement. Legal Aid and their LGBTQ+ audience
You need to know who your audiences are so that you can engage them. Learn how Legal Aid Society targets new donors to continue an important initiative defending the rights of LGBTQ+ people. We will show you how to target new donors and present content in a brisk fundraising pitch.

Audience: Introductory/Foundational

William Bryant, MBA

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Mobile Area Council, Boy Scouts Of America - Scout Executive/CEO

William Bryant, Jr. is the Scout Executive/CEO Mobile Area Council, Boy Scouts of America. He is the immediate past Revenue and Membership Growth Coach for the National Office of the Boy Scouts of America. William is a Subject Matter Expert in Fund Development. William has served as a Field Director, Scout Reach Director, Finance Director and Senior Development Director. In his over 15 years of experience, William has raised more than $300 million.

Session

Show Me the Money, Securing Lucrative Sponsorships
This session will help you identify what it takes to secure lucrative sponsorships through relationships and prospecting. Therefore, they can show you the money.

Audience: Strategic

Clay Buck, CFRE, AFP Master Trainer

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TCB Fundraising - Founder and Principal

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

Session

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

Audience: Introductory/Foundational

Clay Buck, CFRE, AFP Master Trainer

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TCB Fundraising - Founder and Principal

T. Clay Buck, CFRE is the Founder of TCB Fundraising, a fundraising and nonprofit communications consultancy focusing on data-informed strategies to strengthen results and deepen engagement. A thirty-year fundraising veteran, Clay has worked nonprofits across the country. He is an AFP Master Trainer and holds the certificate in Philanthropic Psychology. He is also the co-creator of The Fundraiser’s Planner, Lead Fundraising Coach at iWave and the Chair of the IDEA Committee for AFP Global.

Session

Making Sense of Fundraising: What’s Working in ’24 and More
There are dozens of different industry trend reports - how do we make sense of what's a bright shiny object and what really works? In this session we'll review all the trends, discuss what's working, and workshop a plan you can implement to make the most of fundraising research.   Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

AIn’t Data Fun? Using Generative AI in Fundraising Audits (Learning Lab) AFPeeps
OK well, maybe a database audit isn’t the most fun you’ve ever had, but the advent of Artificial Intelligence could potentially revolutionize the way we look at donor data. If you’ve ever struggled with queries or canned reports or exports or the staggering way to get a picture of how your fundraising is going, AI Data Analysis might change the way you look at it forever. Imagine being able to say in real language “Show me all my lapsed donors from last year” and getting a quick, accurate report that you could share with your leadership right away. In this quick dive we’ll take a look at using AI for data/results analysis, show you how it can work – and take a realistic look at the potential pitfalls and problems inherent in AI Data Analysis.

Page Bullington

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Blackbaud - Vice President and Global Managing Director, Customer Success, Blackbaud

As Vice President and Global Managing Director of Customer Success, Page oversees a team of customer success managers dedicated to ensure Blackbaud customers receive the maximum value from their solutions and can support their intended missions. Prior to Blackbaud, Page was Grants Director for Roper St. Francis Healthcare in Charleston, SC, specializing in grant writing and corporate gift funding. She has extensive experience working in the nonprofit industry, specifically with educational, healthcare, and political organizations.

Session

The Status of Canadian Fundraising Report: Current Trends, Examples and Advice to Drive Growth (Presented by Blackbaud)
Join Blackbaud to explore how fundraising is trending in Canada. Our annual Status of Canadian Fundraising Report shares insights from 500+ fundraising professionals on income, fundraising performance, digital transformation and more. In this session, we draw from these research findings to understand what's driving nonprofit organization's success, and provide real-world examples, actionable advice and tips on best practices to help your nonprofit organization achieve sustainable growth – even in a challenging economy.

Audience: Applied

Lois Buntz

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Lois Buntz Consulting LLC - President and Owner

Lois Buntz, CFRE, is President of LoisBuntzConsultingLLC, author, and fundraiser. Her consulting business focuses on strategic planning, fund development, and women's philanthropy. She recently published a book, Generosity and Gender. Buntz is the former CEO of United Way ECI. She has a BA from Univ of Wisconsin, MSW, Univ of Iowa, and Nonprofit Leadership Certificate from Stanford University. Tara Stone Medina is an independent consultant with experience in U.S.,Latin America, and Europe.

Session

Emerging Trends in Fundraising Research (Sponsored by AFP Foundation for Philanthropy)
Join the AFP Foundation for Philanthropy for an engaging panel discussion with fundraising scholars from around the country. Learn about their cutting edge research - both recently published and in process - and consider how it can be applied to improve your fundraising.

Audience: Applied

Rachelle Bussell

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Loma Linda University Health - Senior Vice President of Advancement

Rachelle Bussell is the Senior Vice President of Loma Linda University Health. With over 30 years of experience working with nonprofits, she has been in her current role since 2011. She oversees philanthropy, marketing and communications for 6 hospitals and 8 schools within the university.

Session

Leverage Top Trends for Engaging Your Healthcare Philanthropy Board (Presented by Advancement Resources)
Research shows that donors who are involved in a volunteer capacity with nonprofit organizations they care about are likely to give more than twice as much financially than those who are uninvolved. In short, volunteers are our most committed supporters—yet do we fully leverage the opportunity afforded by their commitment and expertise? In this dynamic session, explore five strategies for ensuring board members feel appreciated, fully utilized, and deeply engaged.  

Audience: Applied

Penelope Cagney, CFRE, MA, MFA

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The Cagney Company - President and CEO

Penelope Cagney, MFA, MA, CFRE, President of The Cagney Company, edited “Global Best Practices for CSO, NGO and Other Nonprofit Boards”; co-edited the 2015 Skystone Partners Research Prize winner “Global Fundraising: How the World is Changing the Rules of Philanthropy”; and authored “Nonprofit Consulting Essentials: What Every Nonprofit and Consultant Needs to Know”. Penelope serves on the board of the AFP Global US Foundation for Philanthropy and previously on the AFP Global Association Board.

Session

How to engage your board in fundraising
Get your answers here! This session is for Senior Leaders (EDs, DoDs, Board): Ask your most important questions about how to engage your board in the fundraising process either through special projects or capital campaigns. Pick the minds of some of the most successful and knowledgeable leaders in

Audience: Strategic

Majoy Camberos

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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.

Session

Continuing the Conversation on being an Equitable, Inclusive, Diverse Leader
To take on the biggest problems, all need to lead in an inclusive, diverse and equitable manner. This session will focus on the leadership skills you need for personal and professional success. These diverse leaders on the panel live their lives with IDEA everyday. Learn how you can as well!

Audience: Applied

Julia Campbell

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J Campbell Social Marketing - Digital Storytelling & Social Media

Julia Campbell is a nonprofit digital consultant, speaker, and author who has been recognized by Forbes and LinkedIn as a top thought leader. She hosts the Nonprofit Nation podcast, has written two books on social media and storytelling for nonprofits, and has helped hundreds of organizations transition to digital through her courses, webinars, and talks.

Session

How to Convert Fans to Donors - A Fundraisers Guide to Social Media
The increase in digital programming and social media use has changed the way nonprofits raise money, build communities, and advocate for their causes. In this session, we'll discuss how to take people from passive fans to passionate supporters and create social media content that actually converts.

Audience: Applied

Janice Chan

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Michael Garron Hospital Foundation - Director of Marketing and Communications

From igniting discussion about the most fatal gynecological cancer to fostering optimism as our health system recovers from the pandemic, Janice’s career has focused on creating meaningful engagement. At Michael Garron Hospital Foundation, she’s showing donors how their support is helping a community hospital exceed all expectations.

Session

Preparing Before, During, and After for Stellar Engagement (Presented by Advancement Resources)
Engagement makes the world turn in healthcare philanthropy—but are you fully leveraging the opportunity that intentional, strategic communication and engagement strategy provides? In this session, panelists explore how they prepare for and execute thoughtful communications and follow-up with potential donors in order to ensure that each touch point is maximized for optimal effectiveness in increasing commitment and meeting your hospital’s goals.

Audience: Applied

Nathan Chappell, CFRE, MA, MBA

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DonorSearch AI - Senior Vice President

As a renowned thought leader, AI inventor and award-winning author, Nathan Chappell one of the world’s foremost experts on the intersection of Artificial Intelligence and generosity. Nathan is SVP at DonorSearch AI, Co-Founder of Fundraising.AI and co-author of The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges. Nathan serves on the International Committee for Information Technology Standards, the OpenAI Users Forum and the AI for Good Foundation.

Session

Predictions and Personalization: Leveraging AI to Supercharge Your Nonprofit through Precision Philanthropy (Presented by DonorSearch)
Explore the transformative power of AI in philanthropy with 'Predictions and Personalization.' This presentation unveils how nonprofits can harness artificial intelligence to personalize donor engagement, optimize fundraising strategies, and predict giving trends. Learn to leverage precision philanthropy through a practical blend of Predictive and Generative AI for amplified impact.

Audience: Applied

Christal Cherry

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The Board Pro - The Board Pro

Christal is passionate about purpose, justice, and supporting Black women. She believes in building community to ensure our rights to happiness, self-empowerment, and success. Christal is the founder and CEO of The Board Pro, a boutique consulting firm providing comprehensive training and coaching to nonprofits and their boards. Learn more at www.theboardpro.com.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Mark Chilutti, CFRE

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Magee Rehab Hospital Foundation- Jefferson Health - Assistant Vice President of Development

Mark Chilutti has raised over $45 million to improve the quality of life of individuals with disabilities in his 20+ years at Magee Rehab Hospital in Philadelphia. He enjoys helping donors make an impact through major and planned giving. He presents frequently for AFP Chapters, at AFP ICON, AFP Spotlight sessions, and as a motivational speaker. Mark is an Eagle Scout and former wheelchair tennis player, living with a spinal cord injury since 1996.

Session

Treat Stewardship as the Year-Long Celebration of the Gift- and Here's How to do it!
After working hard to secure a gift donors deserve more than just a thank you letter! We'll take a journey on how to stay in touch with donors, sharing the impact of their gift through powerful messaging and engaging others, all leading to stronger relationships, happier donors and bigger gifts.

Audience: Applied

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

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

Session

Building Healthy Relationships Inside Your Organization to Best Serve Donors
When it comes to relationship management, fundraisers often focus on prospects and donors. Equally as important is building relationships with colleagues inside your organization to best serve your donors. In this session, we’ll explore how best to manage relationships with supervisors, program staff, and board members to maximize mission impact.

Audience: Applied

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

Audience: Introductory/Foundational

Helen (Hyo-Kyung) Choi, CFRE

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HC & Associates - Principal

Helen Hyo-Kyung Choi is a Certified Fund Raising Executive. She is a dynamic, empathetic and experienced community builder and speaker. She is also a leading public relations consultant to nonprofits, public sector organizations and socially conscious driven for-profit enterprises. She is a strong advocate for compassion, generosity and thoughtful investment in causes related to vulnerable women and children. In total, she has raised over $15 million dollars through her consultancy.

Session

Becoming a Changemaker: How Fundraisers are Positioned for Advancing Equity
Fundraisers are changemakers. We identify issues, make connections, generate support, and solve problems. These attributes make fundraisers well-positioned for leadership roles helping advance inclusion, diversity, equity, and access in our organizations at any level. This session will share personal stories, identify skills and provide resources for your IDEA success.

Audience: Applied

Niki Chopra Richardson, CFRE, MBA

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TOArts - Associate Director

Niki Richardson was born and raised in India and traveled the world with her parents before age 16. Niki earned her MBA from Pepperdine University in 2001 and has been a fundraiser ever since. She has helped raise revenue, resources, and awareness for nonprofits up and down the 101 corridor from Los Angeles to Santa Maria. She writes a food and travel blog. She is a certified yoga teacher, loves to journal and take naps.

Session

No Nonsense Must-Haves for Major Giving Success NOW!
Whatever sector/size your organization is, this no-nonsense session spells out what you MUST have, DO and/or FIX to inspire MAJOR gifts. Takeaway how to prioritize key steps you CAN take, regardless of obstacles. Address your mindset, DEI priority, board engagement, asking and MORE to grow YOUR major giving success NOW.

Audience: Strategic

Melaina Chromy

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Qgiv - Public Relations and Communications Manager

Melaina’s experience working on successful fundraising teams and political campaigns gives her a unique outlook on how to approach diverse audiences. Before joining Qgiv, she served as the Director of Annual Giving for Florida Southern College, leading several successful giving days including the College’s most successful giving day on record. Now as Qgiv’s Public Relations and Communications Manager, Melaina stays busy collaborating on multi-channel marketing campaigns and developing content for the company’s nonprofit audience.

Session

Building a Sustainable Fundraising Plan: A Research-backed Guide to Healthy Fundraising (Presented by Qgiv)
With rising costs, the Great Resignation, and donor numbers declining, nonprofit leaders face increased pressure to keep their teams motivated to raise more money with even fewer resources. What can be done to address these challenges? Qgiv’s Sustainable Giving Report sought to answer that question! Join us to learn how you promote wellness and job satisfaction within your organization and ultimately improve staff retention, donor relations, and revenue.

Audience: Strategic

Tracey Church, MA, AFP Master Trainer, MLIS

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Tracey Church & Associates - Principal, Researcher & Consultant

A professional researcher for over 25 years, Tracey has worked with over 400 organizations. She was Founding President of AFP London & Region and is current Chair, IDEA & EMC Committees. Tracey is the Co-Editor & Contributor to APRA’s ”Prospect Research in Canada” book. Tracey teaches the Prospect Research in Fundraising course in Western University’s MLIS program; received the inaugural APRA Canada Excellence in Prospect Research Award; and, is an AFP Certified Master Trainer.

Session

Fill your Prospect Pipeline: Internal and External Methods to Finding Your Next Major Gift Donors
Internally, your next individual major gift donor is probably already connected to your organization. Understand how you can mine your database to develop your pipeline of major gift donors. Externally, what happens if there is still a gap? Discover resources “out there” to identify viable major donors to your organization.

Audience: Applied

Sarah Cissna, MFA, CSEP

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The Side Lobby - Event Consultant

Based in Washington, DC, Sarah’s firm, The Side Lobby, helps small and mid-sized nonprofits and arts organizations achieve fundraising and marketing goals through special events. She recently completed her term as a director on the International Live Events Association’s board of governors, and she co-facilitates the Equity Team at her children’s elementary school. MFA: Catholic University, Theatre: Directing. BA: College of William and Mary, Theatre. Certificate in Event Management: George Washington University.

Session

Must Wear Pants: Legacy Events Coming out of Covid
Virtual events during Covid enabled guests to attend from the comfort of their homes wearing cozy athleisure. We’ll share how a legacy event went a pre-pandemic in-person decline to a virtual upswing, and convinced guests that the renewed in-person event was an exciting new way to engage with the organization.

Audience: Applied

Eli Clarke

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McMaster University - Manager, Estate Giving & Legacy Planning

Everyone deserves an education, regardless of financial background and access to education creates a more just and equitable world. As Manager, Estate Giving and Legacy Planning at McMaster University, Eli aligns opportunities to support students with donor’s philanthropic interests. Prior to McMaster, Eli was a Senior Development Officer, Gift Planning at the University of Toronto after overseeing the Multiple Sclerosis Society of Canada’s legacy giving program.

Session

So, You’re Thinking About Leadership?
Being a fundraiser doesn’t prepare you to be a leader. Often though, career advancement only comes from moving into a leadership role. Join an interactive workshop to identify the skills needed to advance, how to prepare for a leadership role, and what to do once you get there.

Audience: Applied

Alyssia Coates, PhD

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Brown University - Senior Director of Development, Inclusive Philanthropic Engagement

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. She 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.

Session

How to Implement Strategies for Increasing Engagement and Philanthropy among Donors of Color
This presentation will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion (DEI) action plan to embed into their current fundraising initiatives. The session will introduce DEI strategies that align with their fundraising plans and priorities. Participants will work in small groups to assess their organization’s DEI goals, shortfalls, and opportunities; and will leave with the building blocks to create an action plan to improve the donor engagement and giving within their organization.

Audience: Introductory/Foundational

Anthea Cohen

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GoFundraise - General Manager

Anthea is the General Manager of GoFundraise, a global digital fundraising platform, empowering charities and events to raise more and reduce costs. Anthea’s fundraising career started 10 years ago as a Project Manager for Variety – the Children’s Charity, and she’s been passionate about fundraising and making the world a better place ever since. She works closely with endurance events worldwide on fundraising strategies and coaches charities in crafting winning digital campaigns.

Session

Boost Donations with Endurance Events & Giving Tuesday! (Learning Lab) Presented by GoFundraise
Discover new opportunities to raise more through engaging mass participation events (Spartan Race, San Francisco Marathon and more), plus learn new ways of fundraising through Giving Tuesday (interactive experiences, dollar matching appeals). Learn winning strategies to maximize your impact and reach new donors. This session is presented by global fundraising platform GoFundraise.

Matt Connell

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Matt Connell is a Blackbaud University Instructor at the Principal level, and the lead instructor for nonprofit organizational best practices and fundraising. Matt has been a frequent contributor to sgENGAGE and the Blackbaud Community and has presented at bbcon and AFP ICON events. Prior to joining Blackbaud, Matt’s career was a diverse mix of development operations, research, and fundraising.

Session

Matching the Ask to the Motivation (Presented by Blackbaud)
Giving feels good. When a donor’s own motivations, values, and needs are met and matched with an opportunity to give, that giving feels even better. In the session, you will meet donor models, and by working through the moves management process you’ll learn their motivations and learn how to shape approaches that will resonate with the donor’s personal vision and motivations.

Audience: Introductory/Foundational

Julie Cooper

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Julie Cooper is a fundraising copywriter and donor comms strategist passionate about helping nonprofits reach the next level of revenue and impact. Her specialties include print and digital fundraising writing, annual planning, and fundraising design. She holds a Certificate in Philanthropic Psychology with Distinction from the Institute for Sustainable Philanthropy, is a member of The Case Writers, and is the founder of JB Cooper LLC, where she collaborates with her writing partner, Brett Cooper.

Session

What Not to Say to Your Donors, Eh? (And What to Say Instead)
Why give you money? Why you and not someone else? One thing: words. Without knowing it a reader thinks... "Wow, they really get me. Sign me up for some of that!" Come strike a memorable chord in a noisy world. Your donors long for it. Your bottom line demands it.

Audience: Applied

Kassie Cosgrove, CFRE, MA

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Loyola University New Orleans Law - Loyola University New Orleans Law

Kassie Kissinger Cosgrove has over 11 years of experience in major gift fundraising and philanthropy working in various roles including the Chief Development Officer at the Jewish Federation of Greater New Orleans and Director of Development for Tulane University and Ball State University. Kassie received her Certified Fundraising Executive (CFRE) accreditation in 2016 and Certified Fundraising Management certificate from Indiana University’s Lily School of Philanthropy.

Session

The Future of Fundraising is Female: Fundraisers & Donors Explore
Philanthropy has long been dominated by men filling the role of bard chair, advancement leaders, and donors but recent years have seen a shift towards greater representation of women, gender non-binary, and gender non-conforming individuals. 

Audience: Strategic

Mojdeh Cox

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Cox And Co. - Principle

Mojdeh Cox brings people together to have challenging conversations around complex issues, develop and execute action plans. For over a decade, Mojdeh has coached organizational and community leaders, businesses and not-for-profit organizations re-imagining their work through heightened equity lens'. Mojdeh speaks, writes and provides media commentary on issues impacting communities.

Session

Women’s Leadership Journeys: Success in the face of organizational design, diversity and imposed imposter syndrome
Using a storytelling style, join in the conversation of common leadership challenges as four women reflect on their journeys to executive C-suite roles, attaining success for their organization and their careers.     Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

Katie Cramer, MA

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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.

Session

Corporate Giving Officers’ Top Ten Turn-Offs, Straight from the Donor’s Mouth
Corporate giving officers are inundated by nonprofits asking for money. But do nonprofits really know what these corporations are looking for, and what turns them off? In this session, Michelle Cramer will facilitate a candid conversation with two corporate giving officers, one being her daughter, and they’re holding nothing back.

Audience: Applied

Michelle Cramer, CFRE, AFP Master Trainer

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Cramer & Associates - President & CEO

Michelle Cramer, CFRE, AFP Master Trainer is President & CEO of Cramer & Associates, a women-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.”

Session

Corporate Giving Officers’ Top Ten Turn-Offs, Straight from the Donor’s Mouth
Corporate giving officers are inundated by nonprofits asking for money. But do nonprofits really know what these corporations are looking for, and what turns them off? In this session, Michelle Cramer will facilitate a candid conversation with two corporate giving officers, one being her daughter, and they’re holding nothing back.

Audience: Applied

Renée Cutting, MA

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UNICEF USA - Chief Philanthropy Officer

V. Renée Cutting leads UNICEF USA’s strategic partnerships as Chief Philanthropy Officer. In her inaugural year, Renée inspired the individual and institutional teams to achieve over $1 billion in philanthropic revenue supporting the world’s most vulnerable children. With 25 years of experience, Renée has led at premier institutions including the NAACP Legal Defense and Educational Fund, Mount Sinai, Ralph Lauren Center for Cancer Care and Prevention, and Memorial Sloan-Kettering Cancer Center.

Session

How Capital Campaigns are Changing and What You Can Learn from National Organizations’ Experience
Leaders from three large, national organizations (ACLU, Planned Parenthood Federation of America, and UNICEF USA) will describe how their national capital campaigns have differed from other campaigns, and what innovative lessons and new approaches can be applied to all capital campaigns to make them more successful.

Audience: Applied

Rachel D'Souza-Siebert, MBA

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Gladiator Consulting - Founder+Principal

Rachel D'Souza is the founder of Gladiator Consulting, a boutique firm serving nonprofits across the country. Rachel is a founding member of the Community-Centric Fundraising (CCF) Global Council, a body that guides a global initiative to reimagine the nonprofit sector through radical collaboration, racial equity, social justice, and decolonization. Additionally, Rachel is currently the president-elect for the Association of Fundraising Professionals Greater St. Louis Regional Chapter.

Session

Moving Toward Equitable Futures: A CCF Panel
In this panel discussion, Rachel D’Souza will facilitate a spirited and informative discussion with members of the CCF Global Council to explore learnings from and experiences in the movement, and how including CCF’s core principles in your organization’s fundraising strategy can lead to larger contributions and more committed donors/funders.

Audience: Applied

Meena Das

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NamasteData

Meena Das (she/her/hers) is the founder, consultant, and facilitator at her practices NamasteData and Data Is For Everyone. NamasteData is focused on advancing data equity for nonprofits and social impact agencies. Meena specializes in designing and teaching equitable research tools and analyzing engagement. She supports nonprofits in 3 core areas: data collection assessments, community surveys, and, staff workshops on improving data equity (through data collection, visualization, human-centric algorithms etc.)

Session

Data-Driven Do-Gooders: Unleash Your Nonprofit's Superpowers with Data
Achieve fundraising success with data-driven decision making! Join Maggie Dubyk and Meena Das for expert insights on using data to set and measure achievable goals, understand donor behavior, and more. Get real-life examples of how nonprofits have used data to succeed and level up your nonprofit game!

Audience: Applied

Erik Daubert, ACFRE, MBA

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Erik Daubert, MBA, ACFRE is a recognized leader in fundraising and philanthropy and has over 30 years of experience in nonprofit management, consulting, education, and research. He is the founding chair of the Fundraising Effectiveness Project and a faculty member at the Lilly Family School of Philanthropy at Indiana University. An AFP Master Trainer, Erik is a frequent speaker at national and international conferences and has authored many works on fundraising best practices and trends.

Session

Realigning fundraising for the "dollars up, donors down" era
The “Pareto Principle” (80/20 rule) is still referenced for fundraising planning, if only to assert that it no longer holds. Using Fundraising Effectiveness Project data participants will explore a new “principle” based on current gift distributions (fewer smaller gifts, more larger ones) while also experimenting with other new planning tools. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research

Audience: Applied

Fundraising Effectiveness Project 2023 Review - Sector Trends and What To Do About Them
This session will report on national donor retention statistics from the AFP's Fundraising Effectiveness Project now in its 18th year of donor retention analysis. Results from more than 27,000 nonprofits can be used as national benchmarks and realist guidelines for improving performance. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research

Audience: Strategic

Lisa Davey

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

Session

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

Audience: Strategic

François De Kerret

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Zeffy - CEO

François, CEO and founder of Zeffy, embarked on his journey volunteering with nonprofits as a student. Witnessing the fundraising challenges these organizations encountered online, he was appalled by the extensive fees on existing platforms. The collective annual loss of $3 billion for North American nonprofits fueled his motivation to create Zeffy, a fundraising platform exclusively for nonprofits that operates fee-free. Zeffy empowers 15,000 nonprofits to direct 100% of their fundraising towards their missions, just

Session

$500K Raised, Zero Fees Paid : Free Online Fundraising in a World of Hidden Fees (Learning Lab) Presented by Zeffy
Explore the truth behind "free" online fundraising platforms in this eye-opening session with Kitty from Toronto’s Parkdale Community Foodbank and François from Zeffy. They will share how critical it is to select the right online fundraising tools — because every penny counts. Learn how a 100% free online fundraising approach helped Kitty’s food bank's mission, and gain insights on maximizing donations. Discover a new fundraising paradigm that promises transparency and zero fees, where charitable pursuits retain their full impact. Join us for a candid talk on making every donated dollar work harder for your cause.

Scott Decksheimer, CFRE

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Avista Philanthropy - Founder

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

Session

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

Audience: Strategic

Chris DeFalco

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Chris is a product leader who has served customers for over 25 years. He has extensive experience collaborating with customers to understand their business problems and apply technology to provide the most effective solutions. He has worked in multiple industries and markets using analytics to drive positive outcomes for customers.

Session

The Keys to Donation Form Conversion: Design and Optimization (Presented by Blackbaud)
In this session, you'll learn how to design a donation form that converts visits into donations. We'll cover the 6 hallmarks of a high-converting nonprofit donation form and how you can modify your donation forms accordingly. We'll also define optimization and discuss strategies for making and testing small changes to your forms to best meet the needs of your donors. Finally, we'll share a case study where design and optimization had a real impact on conversions.

Audience: Introductory/Foundational

Michael Delzotti, CFRE, AFP Master Trainer, FAHP

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UK Markey Cancer Foundation - President & CEO

Mike has 29+ years in leadership and began at a Los Angeles foundation; moved to UCLA, then Special Olympics. In Texas, Mike was a leader at Rice University; then led both MD Anderson’s major/planned giving during two $1B+ campaigns and Neurodegeneration Consortium ($65M partner-campaign with MIT, Baylor College of Medicine).

Session

Preparing Before, During, and After for Stellar Engagement (Presented by Advancement Resources)
Engagement makes the world turn in healthcare philanthropy—but are you fully leveraging the opportunity that intentional, strategic communication and engagement strategy provides? In this session, panelists explore how they prepare for and execute thoughtful communications and follow-up with potential donors in order to ensure that each touch point is maximized for optimal effectiveness in increasing commitment and meeting your hospital’s goals.

Audience: Applied

Leverage Top Trends for Engaging Your Healthcare Philanthropy Board (Presented by Advancement Resources)
Research shows that donors who are involved in a volunteer capacity with nonprofit organizations they care about are likely to give more than twice as much financially than those who are uninvolved. In short, volunteers are our most committed supporters—yet do we fully leverage the opportunity afforded by their commitment and expertise? In this dynamic session, explore five strategies for ensuring board members feel appreciated, fully utilized, and deeply engaged.  

Audience: Applied

Influencing and Informing Your Organization’s Vision for Philanthropy (Presented by Advancement Resources)
Have your colleagues ever approached you with a shopping list of funding priorities and a directive to “go get the money”? Too often in healthcare philanthropy, our organizations understand only in part how to apply the power of philanthropy to achieve our goals. In this panel discussion, learn research-based best-practices for redirecting conversations with clinicians, executives, and others; building trust; and securing a seat at the table in hospital or system priority-setting discussions. Use data-driven strategies to help achieve lasting outcomes for your organization’s important work.

Audience: Applied

Rapinder Dhinsa

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Make A Wish Canada - Director Mass Marketing

Rapinder is an expert strategist and storyteller, and helps guide nonprofit organizations with a holistic approach to fundraising. She has worked with numerous organizations across Canada and the U.S., including UNICEF Canada, Save the Children, MSF/Doctors Without Borders, Guide Dogs for the Blind, CAMH and many others. She is a self-proclaimed fundraising nerd and is passionate about serving great missions to make the world a more compassionate.

Session

Why Direct Mail + Digital is the Perfect Pairing to Recruit Young Donors (Presented by Sylogist MISSION CRM)
The excitement of receiving and reading the mail has shifted from the inbox back to the mailbox and surprisingly, this wave of enthusiasm is led by the Millennial, Gen Z and Gen X cohorts. Join us for an interactive discussion with industry experts who are riding the wave and seizing the opportunity to reimagine a new future for direct response to reach new cohorts by leveraging the latest innovations and insights.

Audience: Applied

Cara Dickerson

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Cara Dickerson, Vice President of Customer Success and Account Management at GiveSmart by Community Brands, leads a dedicated team committed to empowering thousands of nonprofits in achieving their fundraising and financial goals and advancing their missions through GiveSmart's one connected fundraising platform. With nearly 17 years of experience in the nonprofit sector, Cara's profound dedication to changemakers drives her forward.

Session

Mastering the Art of Year-Round Donor Engagement: Strategies to Acquire, Retain, and Inspire Donors (Presented by GiveSmart)
In a landscape marked by dwindling donors, retention, and engagement, it's time for bold steps toward sustainable growth. Join us to learn how to identify donor gaps and opportunities, implement a year-round fundraising approach, and expand your donor base to raise more in 2024 and beyond. Learn how to understand your fundraising outcomes and how they fit into your organization’s overall financial puzzle to identify potential fundraising opportunities and donor segments. Walk away with actionable fundraising insights and real-life nonprofit fundraising campaign ideas.

Audience: Applied

Nancy Dossous, CFRE

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Community Foundations Canada - Director, Partnerships

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

Session

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

Audience: Strategic

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

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University Of Alberta - Assistant Dean, Development, Faculty of Law, University of Alberta

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

Session

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

Audience: Strategic

Danielle Dougherty, MPA

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Winterthur Museum, Garden & Library - Assistant Director of Grants Management

Danielle Dougherty is the Assistant Director of Grants Management at Winterthur Museum, Garden & Library where she manages all corporate and foundation fundraising in support of the institution. To date, she has raised nearly $1.6 million in grant funding for organizations ranging from museums to domestic violence centers. Danielle has a Master’s in Public Administration from West Chester University.

Session

Building the House: Applying Project Management Principles to the Grant Proposal Process
From the foundation to the interior, building a house requires that certain steps be taken in the correct order. Learn how to "build the house" correctly and apply the principles of project management to submit an intentional, organized, cohesive multi-year, large-dollar, or Federal grant proposal.

Audience: Applied

Maggie Dubyk

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Keela - Chief of Staff

Maggie is an experienced humanitarian and social impact leader with a decade of experience in the nonprofit sector. She has worked on diverse causes like women's empowerment, refugee support, youth education, and economic development in various global contexts. Maggie's passion is leveraging data and technology to revolutionize the sector, and she currently serves as Chief of Staff at Keela, a tech company providing innovative solutions for nonprofits.

Session

Data-Driven Do-Gooders: Unleash Your Nonprofit's Superpowers with Data
Achieve fundraising success with data-driven decision making! Join Maggie Dubyk and Meena Das for expert insights on using data to set and measure achievable goals, understand donor behavior, and more. Get real-life examples of how nonprofits have used data to succeed and level up your nonprofit game!

Audience: Applied

Vincent Duckworth, CFRE, AFP Master Trainer

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ViTreo Group Inc. - President & CEO

Vincent Duckworth is the President and CEO of ViTreo and the Chair of the Association of Fundraising Professionals (AFP) Foundation for Philanthropy – Canada. Vincent has been a leader in the nonprofit sector for more than two decades. He is internationally recognized as a leading expert on campaign design, strategy and major gift performance. He is also Canada’s authority on philanthropic naming.

Session

Dare to Lead: Becoming a volunteer leader for AFP
Becoming an AFP volunteer leader is an important and decisive step in your fundraising career. And it is much more than just your time, your energy, and your ideas. Join us as we share our leadership journey and (hopefully) inspire you on yours.

Audience: Strategic

Nakera Dumas, Other

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Nakera is currently the Senior Director of Membership at AFP Global responsible for leading the membership department as well as the overall AFP membership strategy to generate membership revenue and increased awareness of AFP member benefits and participation in AFP programs. Over the years she supported numerous non-profit associations and was responsible for developing and managing each Societies’ membership strategy, initiatives, programs and staff, as well as strengthening their processes focused on increasing engagement.

Session

AFP Membership, What’s In It for Me? (Learning Lab) Presented by AFP Global
Description: Current and prospective AFP members will learn about key benefits of membership including professional development, local events, mentorship and volunteer opportunities, publications, leadership training, and more. Find out how you can maximize the value of your professional involvement while meeting your AFP peers!  

Audience: Introductory/Foundational

Jonathan Durnford, MBA

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DataLake Nonprofit Research - President

Jonathan Durnford is founder and President/CEO of DataLake Nonprofit Research. Jon is an Affiliated Scholar of the University of San Diego Nonprofit Institute and former Affiliated Scholar of the National Center for Charitable Statistics (NCCS, Urban Institute). Jon is key developer of the Fundraising Effectiveness Project (FEP) National Database, and serves on the FEP Steering Committee, Giving USA Methodology Task Force, and AFP Research Council.

Session

Realigning fundraising for the "dollars up, donors down" era
The “Pareto Principle” (80/20 rule) is still referenced for fundraising planning, if only to assert that it no longer holds. Using Fundraising Effectiveness Project data participants will explore a new “principle” based on current gift distributions (fewer smaller gifts, more larger ones) while also experimenting with other new planning tools. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research

Audience: Applied

Caleb Dutzer

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Advancement Resources - Vice President of Strategic Partnerships

Caleb works closely with academic, healthcare, and nonprofit organizations to develop and execute a customized and strategic approach to deepen the culture of philanthropy within each organization while supporting long-term transformation. In addition, Caleb is part of the facilitation team that delivers professional education for healthcare, academic, and nonprofit organizations. Through these engagements, he is involved in many client-focused projects and is honored to serve these organizations in a variety of ways.

Session

Engaging Stakeholders to Champion Philanthropy ( Presented by Advancement Resources)
Philanthropy is a powerful solution to many challenges and roadblocks in modern healthcare—but the case for philanthropy is complex, and many organizational stakeholders don’t understand it fully. In this session, panelists will present the case for investing in major gift fundraising and share real-world examples of how that information can be leveraged to recruit faculty, researchers, and others as champions who understand and are committed to the tremendous opportunity in healthcare philanthropy today.

Audience: Strategic

Preparing Before, During, and After for Stellar Engagement (Presented by Advancement Resources)
Engagement makes the world turn in healthcare philanthropy—but are you fully leveraging the opportunity that intentional, strategic communication and engagement strategy provides? In this session, panelists explore how they prepare for and execute thoughtful communications and follow-up with potential donors in order to ensure that each touch point is maximized for optimal effectiveness in increasing commitment and meeting your hospital’s goals.

Audience: Applied

Emily Eakin

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Huron Consulting Group - CRM Nonprofit Practice Lead

Emily Eakin, Huron’s CRM Nonprofit portfolio leader, is at the forefront of an innovative team dedicated to empowering clients with technology to achieve their organizational and fundraising goals. She champions a comprehensive approach, driving the evolution of people, processes, and technology to meet the present and future needs of nonprofit organizations and their constituents. Bringing over two decades of nonprofit experience, Emily previously served as Business Strategy Director in Salesforce's Nonprofit Practice.

Session

Smarter Fundraising: Leveraging Technology to Raise More Money More Efficiently(Learning Lab) Presented by Huron Consulting Group
Join Emily Eakin, a seasoned industry professional and expert in nonprofit technology, for an enlightening session on leveraging new technology. Explore how Salesforce Data Cloud, Nonprofit Cloud, and AI are reshaping nonprofit fundraising. Discuss real-world use cases and discover how to effectively integrate technology into every stage of the fundraising process, from donor identification to stewardship and retention. With interactive discussions, this session will empower you to harness the full potential of cutting-edge technology and drive positive change for your organization. Don't miss out on this opportunity to elevate your fundraising strategy and raise more money more effectively. Let’s demystify tech together and uncover how it can revolutionize your fundraising efforts!

Audience: Applied

Matthew Easterwood, CFRE, CAP® (Chartered Advisor in Philanthropy)

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The Spahr Center - Chief Development & Communications Officer

Matthew Easterwood is a Chartered Advisor in Philanthropy® and Certified Fund Raising Executive, currently chief development & communications officer at The Spahr Center of Marin County California. Matt has 10 years of nonprofit management and six years of fundraising experience. Previous roles include a science center, and multiple LGBTQ+ community centers.

Session

Get Q’d In! Advance Your Mission by Engaging LGBTQIA+ Donors
1 in every 6 Gen Z-ers, 1 in every 10 Millennials identify as LGBTQIA+. As a professional gay fundraiser for LGBTQIA+ nonprofits on opposite coasts, Matt will guide participants through LGBTQIA+ cultural competency, queer donor motivations, and best practices to find, engage, and cultivate these donors in your community.

Audience: Applied

Amy Eisenstein, ACFRE, MA, AFP Master Trainer

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Capital Campaign Pro - CEO

Amy Eisenstein, ACFRE is CEO and Co-Founder of Capital Campaign Pro. Her published books include, Major Gift Fundraising for Small Shops and 50 A$ks in 50 Weeks. Amy became an AFP Distinguished Fellow in 2021, an AFP Master Trainer in 2009, and served as the president of AFP-NJ in 2014 and 2015. Amy first received her CFRE in 2004 and received the ACFRE, in 2013. For more information visit amyeisenstein.com or CapitalCampaignPro.com.

Session

Capital Campaigns: Top Trends and Best Practices to Help You Plan a Successful Campaign
Is there a capital campaign in your future? If so, don't miss this groundbreaking session with campaign expert, Amy Eisenstein, ACFRE, as she shares the latest trends and best practices for planning an effective and efficient capital campaign. You'll leave with practical tools and resources to use right away.

Audience: Applied

Perihan Abou El Ela

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Greenpeace Mena - Regional Fundraising Director

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

Session

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

Audience: Introductory/Foundational

Mallory Erickson, MA

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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.

Session

She Leads: Navigating Leadership in Nonprofit and Beyond (Presented by Donor Perfect)
Join us for an in-depth exploration of the critical elements of leadership in the nonprofit sector, with a specific focus on empowering women to take on key leadership roles. This session provides a comprehensive framework for women leaders to navigate the complexities of leadership, including understanding key statistics and trends that impact the sector, identifying and articulating core values, building a strong personal brand, setting ambitious yet achievable goals, seeking out valuable mentorship opportunities, and embracing diverse perspectives and approaches to problem-solving. By honing these skills and capabilities, participants will be better equipped to unlock their full potential as leaders and drive meaningful change within their organizations and communities.

Audience: Strategic

Building a Sustainable Fundraising Plan: A Research-backed Guide to Healthy Fundraising (Presented by Qgiv)
With rising costs, the Great Resignation, and donor numbers declining, nonprofit leaders face increased pressure to keep their teams motivated to raise more money with even fewer resources. What can be done to address these challenges? Qgiv’s Sustainable Giving Report sought to answer that question! Join us to learn how you promote wellness and job satisfaction within your organization and ultimately improve staff retention, donor relations, and revenue.

Audience: Strategic

Leah Eustace, ACFRE

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University Of Ottawa - Executive Director, Advancement

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

Session

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

Audience: Applied

Debra Faulk, MA

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Wells Fargo Philanthropic Services - Vice President, Philanthopic Specialist

Debra Faulk is a senior philanthropic advisor. Within Wells Fargo Philanthropic Services, Debra supports $1.5 billion+ of charitable assets under management and works with nonprofit organizations in endowment management, fundraising, and planned giving. She also helps charitable high-net-worth families establish and administer private foundations, charitable trusts, DAFs, and other charitable strategies. Debra was a CEO of public charity, owned a public relations practice focused on public-private partnerships, and is a sought-after speaker in the Southeast.

Session

When the Going Gets Tough, The Generous Get Going: How Market Shifts Affect Charitable Giving
Fundraisers are challenged in both bull and bear markets. In this session you will learn practical ways to engage donors during economic downturn and upturn, including the psychological and sociological factors that prompt transformational gifts to your organization.

Audience: Applied

Sammy Feilchenfeld, CVA

Photo of Sammy Feilchenfeld
Volunteer Toronto - Manager, Learning

As Manager of Learning, Sammy Feilchenfeld, CVA designs and oversees Volunteer Toronto’s responsive and accessible learning experiences for non-profit engagement professionals, grassroots leaders and volunteer seekers. With a strong focus on diverse educational interventions that support the changing needs in volunteerism, Sammy also develops training for aspiring and established non-profit Board Members.

Session

Learning from the Present to Prepare for the Future of Volunteer Engagement
The modern volunteer is changing. Are you ready to change with them? Join us to explore the past, present and future of volunteer engagement in an interactive session packed with tips for meaningful community engagement and tools to advocate for successful volunteer participation.

Audience: Applied

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

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GoalBusters Consulting - Partner

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

Session

Fundraising Effectiveness Project 2023 Review - Sector Trends and What To Do About Them
This session will report on national donor retention statistics from the AFP's Fundraising Effectiveness Project now in its 18th year of donor retention analysis. Results from more than 27,000 nonprofits can be used as national benchmarks and realist guidelines for improving performance. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research

Audience: Strategic

The Peeps Productivity Nerds Show 10 Ways AI Saves Them Time Every Week ( Learning Lab) Presented by AFPeeps
Join fundraising master trainers and self-proclaimed productivity nerds Alice Ferris and Chad Barger for a quick run down (and demo) of their favorite AI productivity tools to wrap up day one of AFPeeps PeepsU: AI edition.

AI and Ethics: What We Know … and Don’t Know (Learning Lab) Presented by AFPeeps
 AI offers exciting opportunities for charities and nonprofits, from automating administrative tasks to gaining insight from data. However, integrating AI requires navigating complex ethical considerations unique to the fundraising sector. This session will highlight the findings in the recent Rogare report, Artificial Intelligence and Fundraising Ethics: A Research Agenda, with Cherian Koshy, project chair, and Alice Ferris, a member of the project group.

Audience: Introductory/Foundational

From Click to Impact: Enhancing Your Online Donation Journey (Presented by Bloomerang)
Imagine if your nonprofit could retain just 10% more recurring givers than the industry average. Not only would this boost your fundraising efforts and help you reach your goals, but achieving this is as simple as focusing on online giving tools and best practices.   During this panel discussion, we will explore insights from Bloomerang’s Donor Experience Report. This report analyzed the online giving interactions of over 300 nonprofits, where we made $25 donations to various organizations across the U.S. and carefully monitored the outcomes. We will provide practical advice on enhancing your donation process, optimizing your landing page, crafting impactful receipt emails, perfecting your thank yous, and executing effective follow-up strategies.

Audience: Applied

Kristin Fleek

Photo of Kristin Fleek

Kristin Fleek has held several leadership and individual contributor positions at Great Plains and Microsoft for 25+ years, since her career shift from the Education sector. In her current role, Kristin is the Business Applications Lead for Microsoft’s Tech for Social Impact Team, which focuses on the nonprofit sector globally. She leads the strategy to drive growth and health of the business and exceed fiscal year targets, working with marketing, partner and sales team leaders,

Session

Navigating Donor Journeys: Strategies for Engaging Nonprofit Supporters - (Learning Lab) Presented by Microsoft
In the dynamic landscape of nonprofit fundraising, understanding and optimizing the donor journey is paramount. In this Learning Lab session, we’ll delve into ways that Microsoft solutions can help your fundraising team streamline the journey building process, create meaningful connections with supporters from acquisition to long-term advocacy, and build stronger connections.

Audience: Applied

Kristin Fleek

Photo of Kristin Fleek

Kristin Fleek has held several leadership and individual contributor positions at Great Plains and Microsoft for 25+ years, since her career shift from the Education sector. In her current role, Kristin is the Business Applications Lead for Microsoft’s Tech for Social Impact Team, which focuses on the nonprofit sector globally. She leads the strategy to drive growth and health of the business and exceed fiscal year targets, working with marketing, partner and sales team leaders,

Session

Navigating Donor Journeys: Strategies for Engaging Nonprofit Supporters - (Learning Lab) Presented by Microsoft

Audience: Applied

Logan Foote

Photo of Logan Foote
Golfstatus - Sales and Education Director

Logan Foote has been around the game of golf his whole life, but despite thousands of attempts, he’s never gotten a hole-in-one (except in mini golf). His passion for golf led him to GolfStatus in 2017, where he discovered the sport’s power for good. As Sales and Education Director, Logan oversees a team that works with thousands of nonprofits to maximize their golf fundraisers and shares his golf fundraising expertise through GolfStatus’ educational webinars.

Session

Do More Good With Your Golf Fundraiser (Learning Lab) Presented by Golf Status
 A golf event can be a hassle—but with the right tools, it doesn’t have to be! GolfStatus is the leading platform for charity golf tournaments and fundraisers. Hear how it makes organizing and executing a successful golf fundraiser easier than ever, with solutions that save time and raise more money.

Audience: Introductory/Foundational

Driving Impact: How to Supercharge Your Golf Tournament’s Fundraising Power (Presented by Golf Status)
Golf's capacity for fundraising is unmatched. To maximize your tournament’s fundraising potential, it’s crucial to understand how to appeal to golfers’ and sponsors’ generosity. This session will outline best practices and proven strategies for pricing teams and sponsorships, filling your tournament’s field, incorporating contests and games, and other revenue-generating components.

Audience: Introductory/Foundational

Derria Ford, MBA, Ed.D

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Legal Aid Society Of Middle Tennessee And The Cumberlands - Deputy Director of Community Engagement and Development

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

Session

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

Audience: Introductory/Foundational

Eric Frans, CFRE, MA

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IFCJ - Vice President, 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 a consistent track record of training best-in-class teams and receiving six, seven, and eight-figure gifts based on his recognized expertise in the field of neurophilanthropy. As Vice-President of Philanthropy at the International Fellowship of Christians and Jews (IFCJ), Eric oversees all relationship fundraising, as well as gift planning and foundations.

Session

Hacking Human Wetware - The Art and Science of Neurophilanthropy
wet·ware (n): the brain, especially respecting computational capabilities and decision-making processes. Eric and Eryn-Faye will leverage their combined 40 years of work, education, and hundreds of millions of dollars raised to help you explore the emerging field of neurophilanthropy, the confluence of neuroscience, psychology, and sociology within fundraising.

Audience: Applied

Kristal Frazier

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FundJoy LLC - Nonprofit Consultant, Speaker, Author

Kristal Frazier is the founder of the Assertive Ask®, used by licensed trainers who empower organizations, associations, and universities to present without fear so they can fund, sustain, and grow. Kristal has an innate talent for coaching critical thinkers and thought leaders to craft words and deliver speeches that cultivate investors, funders, and donors. She is truly an inspirational speaker, noted for her warm personality, motivational and insightful teachings, unrivaled professionalism, and expansive knowledge.

Session

How to Communicate your Cause using the 3 Vs of Communication
Communicating your organization’s story effectively is vital to meeting fundraising goals. Authentic communication can be challenging in person and in the virtual world. Be confident in your next Ask. Attendees will leave knowing how to communicate their cause using the 3Vs of communication.

Audience: Introductory/Foundational

Ayesha Ganguly, MA

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Amphibian Stage - Director of Development and Community Outreach

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

Session

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

Audience: Applied

Ryan Garnett, CFRE

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Harvey McKinnon Associates - Head of Integrated Marketing

Ryan is an experienced consultant with more than 10 years of experience helping non-profits raise more money for their causes. At Harvey McKinnon Associates, he’s the Head of Integrated Marketing and helps clients develop strategies for integrating their efforts through all channels including direct mail, telemarketing, e-mail, and social media. Ryan has been a speaker at a number of fundraising conferences/events including the AFP Congress, AHP International Conference, and the CAGP Conference.

Session

Nine Simple Ideas to Increase Your Legacy Gifts
Finding your best legacy prospects can be challenging and time consuming. In this session, you’ll learn about simple solutions that you can implement that will have you spending less time searching and more time converting legacy prospects into legacy donors.

Audience: Applied

Katie Gaston

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Bloomerang - Senior Product Marketing Manager

Katie Gaston is a seasoned product marketing leader in product marketing management, renowned for her expertise in the nonprofit fundraising sector. Currently serving as the Senior Product Marketing Manager at Bloomerang, Katie focuses on developing and launching go-to-market initiatives to empower nonprofit fundraising professionals. Beyond her professional endeavors, Katie has demonstrated a deep commitment to serving the nonprofit community.

Session

The Future of Fundraising Events: Raise More and Stress Less (Learning Lab) Presented by Bloomerang
Discover the future of fundraising events. Learn how Bloomerang + Qgiv can elevate your events, boost donations, and ease your event reporting. From dazzling auctions to dynamic peer-to-peer campaigns, we've got the tools you need to raise more and stress less.

Audience: Strategic

Fundraising Reimagined: 5 Innovative Tools to Skyrocket Donor Acquisition (Learning Lab) Presented by Bloomerang
Discover the power of 5 cutting-edge tools that are transforming the landscape of donor acquisition and fundraising. Learn how to use AI and new payment methods to target the right donors and boost your donation conversion. Leverage peer-to-peer and integrated volunteer management to grow your network and nurture your biggest supporters. Join us to elevate your 2024 fundraising game with the latest innovations

Audience: Strategic

LaDaniel Gatling II, MA

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Guilford College - Vice President for Advancement and Alumni Relations

LaDaniel “Danny” Gatling II, a higher education development professional with experience in philanthropic management and institutional advancement. Gatling 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. Before joining Bennett, Gatling worked at the University of North Carolina at Chapel Hill, Elon University School of Law, and North Carolina A&T State University.

Session

How to Implement Strategies for Increasing Engagement and Philanthropy among Donors of Color
This presentation will allow participants to assess their organization’s diverse constituency landscape and establish a diversity, equity, and inclusion (DEI) action plan to embed into their current fundraising initiatives. The session will introduce DEI strategies that align with their fundraising plans and priorities. Participants will work in small groups to assess their organization’s DEI goals, shortfalls, and opportunities; and will leave with the building blocks to create an action plan to improve the donor engagement and giving within their organization.

Audience: Introductory/Foundational

Ana Flavia Godoi, MBA

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Women In Fundraising - Founder and CEO

She is the founder of Women in Fundraising, providing hands-on, comprehensive fundraising leadership for female fundraisers around the world. For 12 years she was on Brazilian Fundraising Association’s board. Ana has over 25 years of experience in fundraising for non-profits and foundations, focusing on strategic and development planning, major and corporate gifts. During pandemic, she raised 36 millions dollars and helped more than 500 NGOs to develop better negotiation techniques.

Session

Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards
Dynamic, Intercultural, and Practical Session, Presented by speakers from Brazil and Mexico. Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards will be the essential message. The importance of the key concepts of leadership, philanthropic culture, and stewardship will also be reviewed to overcome burnout and be successful in the fundraising plan.

Audience: Applied

Jessica Gordon

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YWCA Canada - Indigenous Relations Director/Accountability Partner

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

Session

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

Audience: Applied

Don Gorsalitz, CFRE

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DCG Philanthropic Services Inc. - President

Don has over 30 years of experience in fundraising with expertise in strategy development, campaign management, and volunteer and donor engagement. He is a trusted advisor for high-profile fund development efforts in Canada working on annual, major, and legacy giving campaigns. He has extensive experience fundraising alongside Indigenous individuals and organizations. Don applies a strategic and innovative approach to every project, collaborating with clients and donors to provide fund development expertise and community investment strategy.

Session

Strategies for Indigenous Engagement in Fundraising: Lessons Learned and Shared (Sponsored by Veritus Group)
Learn how to collaborate effectively with Indigenous peoples, communities, and donors by exploring the largest fundraising campaign for First Nations Peoples in Canada. Discover strategies for aligning donor and indigenous objectives through building relationships based on trust, centering Indigenous voices, and mindful messaging to make a positive impact together.

Audience: Applied

Keith Greer, CFRE

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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.

Session

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

Audience: Applied

David Grieco

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Sinai Health Foundation - Executive Director, Campaign

David Grieco is Executive Director, Campaign at Sinai Health Foundation. In his role, David leads the organization’s unprecedented $50M campaign to establish a Centre for Mature Women’s Health at Sinai Health. David’s experience spans 17 years in Toronto’s non-profit sector, with over a decade of experience in health care philanthropy.

Session

Leverage Top Trends for Engaging Your Healthcare Philanthropy Board (Presented by Advancement Resources)
Research shows that donors who are involved in a volunteer capacity with nonprofit organizations they care about are likely to give more than twice as much financially than those who are uninvolved. In short, volunteers are our most committed supporters—yet do we fully leverage the opportunity afforded by their commitment and expertise? In this dynamic session, explore five strategies for ensuring board members feel appreciated, fully utilized, and deeply engaged.  

Audience: Applied

Lori Guenther Reesor, PhD

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Lori Guenther Reesor - Principal

Dr. Lori Guenther Reesor (B. Math, MTS, DMin) is an expert in Christian giving (although Mennonites tremble at using the word ‘expert’ to describe themselves!) She asked Christian donors about their giving during a church basement research tour of Canada. She is delighted that her book, Growing a Generous Church: A Year in the Life of Peach Blossom Church is the only theology book with an illustration of a snowblower!

Session

Faith, Fundraising, & Death - 3 traditions, unlimited questions
A trio of Jewish, Muslim and Christian fundraisers explain what you need to know about legacies giving plus customs about death and giving. Bring your questions, there are no dumb ones! A safe space to talk about death, faith and money is a gift we offer to the fundraising community.

Audience: Applied

Colin Habberton, PhD

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Relativ Impact - Co-Founder

Colin Habberton is Co-Founder of Relativ Impact, an impact solutions provider based in South Africa, Canada, and New Zealand, serving investors, corporates, social enterprises, foundations, government agencies, and nonprofits. His PhD research focused on the decision-making dynamics of institutional investors towards responsible investing. Through academic research and professional practice, Colin has focused on building tools and processes to support organizations in identifying, managing, and amplifying their impact for more than 15 years.

Session

Manage and measure your impact as a strategic asset
Do you want to leverage your environmental and social impact to mobilize resources more effectively? Are you looking to measure and communicate your current impact better? In this session, we will help you create impact management plans that engage your stakeholders, meaningfully measure outcomes, and strengthen your fundraising strategies.

Audience: Applied

Ruth Hansen

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University Of Wisconsin-Whitewater - Assistant Professor

Ruth K. Hansen, Ph.D. is an assistant professor of nonprofit management at the University of Wisconsin-Whitewater. Her research focuses on the theory and practice of fundraising, and equity and inclusion in resource mobilization. Ruth has more than 20 years’ professional experience as a fundraiser, and is a former board member of AFP-Chicago. Along with her collaborator Lauran Dula, she was the inaugural winner of a Levis Research Grant.

Session

Emerging Trends in Fundraising Research (Sponsored by AFP Foundation for Philanthropy)
Join the AFP Foundation for Philanthropy for an engaging panel discussion with fundraising scholars from around the country. Learn about their cutting edge research - both recently published and in process - and consider how it can be applied to improve your fundraising.

Audience: Applied

April Harley

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Funders' Committee For Civic Participation (FCCP) - Senior Director of Member and Foundation Relations

April Harley is the Senior Director of Member and Foundation Relations at Funders' Committee for Civic Participation (FCCP). Prior to this role, she's served as an executive leader in non-profits. From 2007-2012, April raised upwards of $15 million for President Barack Obama’s presidential campaigns, Inaugurations, the Party and nominating conventions. After serving as the Senior Advisor to the Mayor for the Charlotte in 2012 Convention, she created The Harley Firm, providing consulting services.

Session

Engaging Diverse Donors and Cultivating an Inclusive Donor Base
Are you looking to develop a more inclusive donor program? Join to learn about the strategies and insights gained from high-profile inclusive fundraising campaigns that launched the Smithsonian National Museum of African American History and Culture and the Obama 2008 presidential campaign.

Audience: Applied

Calli Hartman

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Calli Hartman is the Head of Customer Success for Corporate Impact at Blackbaud, the world’s leading cloud software company for the social good community. She currently leads the team that helps thousands of corporations maximize the impact of their employee engagement, CSR, and ESG programs with YourCause and EVERFI solutions. Calli works closely with the Blackbaud Giving Fund, a donor-advised fund that simplifies the giving experience by administrating donations from individuals and corporations.

Session

Building the Future Mid-Level and Major Donors (Presented by Blackbaud)
Nonprofits are overwhelmed with the level of fundraising they need to do to keep up or even break even. Incoming funds are concentrated on major donors while the middle and small donors are disappearing. The average new donor retention rate is 45%, so it is difficult to know what strategy to employ.   We want to focus on one problem: How to attract and keep younger donors and build the future of loyal mid and major gift donors.   Giving in the workplace has transformed in this century. In today’s landscape, it’s become a tactic for employee engagement and retention and even marketing or brand image strategies.   For nonprofits, workplace giving has the potential to attract younger donors with means (the average age of employees in corporate America is 38, and the average yearly donation is $1,250).   Workplace giving has a corporation’s communication and marketing power behind it because they are using this type of programming to enhance its brand image and keep employees. It also has the element of donor engagement because a key element of workplace giving is the act of volunteering. It encourages collaboration among employees and gives nonprofits an opportunity for donors to really get to know you. Workplace giving also has the amplifying power of a company match for both donations and volunteer actions; and, in many cases, another boost from corporate foundation grants. A majority of workplace giving is inspired by local actions which encourages a closer connection between a donor and the nonprofit.   Estimates of giving through the workplace in 2023 were $5B. But much of what companies have set aside for charitable gifts is left on the table. It’s estimated that between $3 and $7 billion have gone un-donated.

Audience: Applied

Maliha Hasan, MBA

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University Of Toronto - Director, Foundation Relations

Maliha Hasan is currently Director Foundation Relations at University of Toronto. She has +12 years of experience across corporate, multilateral and not-for-profit organizations in roles spanning fundraising, resource mobilization, external relations and project management. Maliha has an MBA and in 2021, she was a part of AFP IDEA/Blackbaud Emerging Leaders Program.

Session

Building Healthy Relationships Inside Your Organization to Best Serve Donors
When it comes to relationship management, fundraisers often focus on prospects and donors. Equally as important is building relationships with colleagues inside your organization to best serve your donors. In this session, we’ll explore how best to manage relationships with supervisors, program staff, and board members to maximize mission impact.

Audience: Applied

Delphine Hasle, CFRE

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Perley Health Foundation - Executive Director

Delphine Hasle is a motivated professional, adept and experienced in setting philanthropic strategies and performance measures from annual programs through to capital campaigns. As Executive Director of Perley Health, she has extensive experience with operational and financial management and reporting at the C-Suite and Boardroom levels. She is at her best when working as a conduit between the donor and the institution.

Session

The Journey from 2 to 10 Million: Capital Campaigns and Identity
The Perley Health Foundation undertook – in a timespan of 3 years – a rebrand, a new vision for the organization and launched a $10 Million dollar Capital Campaign that dwarfs their typical annual $2 Million goal. Attend to hear the seven leadership learnings from a leader and executive coach.

Audience: Strategic

Women’s Leadership Journeys: Success in the face of organizational design, diversity and imposed imposter syndrome
Using a storytelling style, join in the conversation of common leadership challenges as four women reflect on their journeys to executive C-suite roles, attaining success for their organization and their careers.     Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

John Hazelwood

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North York General Foundation - Chief Information Officer

John is the Chief Information Officer at the North York General Foundation with a rich background in technology, business intelligence, and information systems management across various organizations within the healthcare and nonprofit sectors. With over two decades of experience, he has demonstrated a profound ability to lead and innovate in the domain of data management, CRM systems, and digital transformation.

Session

Low–Code App Development: A First Step to Creating Your Own AI–Powered Tools (Presented by Blackbaud)
What's possible when you empower business users and admins to create software solutions using low-code development tools? Those closest to your operational challenges are armed with AI power and other transformational approaches. With free tools and low-code approaches to application, your team can develop custom solutions to solve operational challenges, automate clumsy processes, drive efficiency, and fuel social impact. Want to take advantage of these capabilities? Come explore examples of how low-code approaches can be used to solve operational challenges and get valuable resources to help organizations of all sizes launch and govern their low-code programs. Whether you’re interested in creating your own apps or equipping your team, you’ll leave with actionable next steps to embrace this new frontier.

Audience: Introductory/Foundational

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

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Aurora Philanthropic Consulting - Founding Member

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

Session

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

Audience: Applied

Marcy Heim, CFRE, AFP Master Trainer, CSP, PLCC

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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.

Session

No Nonsense Must-Haves for Major Giving Success NOW!
Whatever sector/size your organization is, this no-nonsense session spells out what you MUST have, DO and/or FIX to inspire MAJOR gifts. Takeaway how to prioritize key steps you CAN take, regardless of obstacles. Address your mindset, DEI priority, board engagement, asking and MORE to grow YOUR major giving success NOW.

Audience: Strategic

Dan Heist, PhD

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Brigham Young University - Assistant Professor

Dr. Heist is an Assistant Professor of Nonprofit Management at Brigham Young University. He earned a master’s degree in Philanthropic Studies from the IU Lilly Family School of Philanthropy and a PhD in Social Welfare from the University of Pennsylvania. His research focuses on philanthropy and fundraising. His nine years of professional fundraising experience inform his research and teaching. He is a leading expert on donor-advised funds and co-founder of the Donor-Advised Fund Research Collaborative.

Session

Unlocking the Potential of Donor Advised Funds: Insights from the National Study on DAFs
Discover the potential of donor-advised funds (DAFs) in your fundraising strategy. Join us for this interactive session based on the groundbreaking DAF Research Collaborative study. Learn how to engage DAF donors, identify DAF giving strategies, and create customized solicitation plans. Transform your fundraising and better serve your donors' philanthropic goals.

Audience: Applied

Alice Hendricks

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Cause Craft Consulting - Principal and Founder

Alice Hendricks is Principal of Cause Craft, a small-scale, high-impact organizational design firm that helps nonprofits to build up their capacity for fundraising and marketing. She has provided executive coaching, organization development, process design, technology readiness and staffing strategy to leaders across the sector. Her particular gift involves identifying the wisdom within nonprofits and offering a holistic approach to making organizational change, and her mission is to help organizations thrive in a digital world.

Session

Development and Communications Teams Working Together: How to Get Along and Get On With It
This session courageously explores this age-old friction, including research results on what Fundraising and Communications teams face in trying to working together collaboratively. We present common tensions and creative solutions on how teams can build stronger collaborative processes and relationships -- without sacrificing each of their important missions.

Audience: Strategic

Sunni Herbruck

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GoFundraise - Relationship Manager

Sunni Herbruck is the Relationship Manager for the global digital fundraising platform, GoFundraise. She works closely with non-profit organizations on their digital fundraising efforts in the US, Canada and the UK, and guides charities in maximizing their fundraising campaigns at mass participation events. A seasoned nonprofit tech expert, her passion is in relationship building and empowering charities to thrive.

Session

Boost Donations with Endurance Events & Giving Tuesday! (Learning Lab) Presented by GoFundraise
Discover new opportunities to raise more through engaging mass participation events (Spartan Race, San Francisco Marathon and more), plus learn new ways of fundraising through Giving Tuesday (interactive experiences, dollar matching appeals). Learn winning strategies to maximize your impact and reach new donors. This session is presented by global fundraising platform GoFundraise.

Mark Hickman

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Sage - Managing Director, North America

As Managing Director for Sage in North America, Mark Hickman empowers U.S. and Canadian businesses by simplifying workflows to break down barriers and achieve growth. With more than 20 years of experience at the executive management and leadership-levels, where he consistently grew revenues at leading organizations, Mark brings a wealth of knowledge essential to successfully navigate the channel, partner, and SMB landscapes in North America.

Session

Tech for Impact: A Look at 2024 Nonprofit Trends (Learning Lab) Presented by Sage
As Managing Director for Sage in North America, Mark Hickman empowers U.S. and Canadian businesses by simplifying workflows to break down barriers and achieve growth. With more than 20 years of experience at the executive management and leadership-levels, where he consistently grew revenues at leading organizations, Mark brings a wealth of knowledge essential to successfully navigate the channel, partner, and SMB landscapes in North America. As a leader, Mark looks to empower colleagues, partners, and customers to seek out solutions through creativity and innovation.

Audience: Applied

Josh Hirsch, MS

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Soukup Strategic Solutions - Senior Strategist

Josh Hirsch is the Senior Strategist for Soukup Strategic Solutions. He has worked in the nonprofit sector since 2006. He has an extensive background in social media, digital communications, and marketing along with experience in grant research and writing, individual giving, special event planning, stewardship, and cultivation of donors. He is the Florida Caucus Representative for the AFP First Coast Chapter and Past-President of the Palm Beach County Chapter

Session

Take a Deep Breath: Navigating the Nuances of AI Prompt Engineering for Breakthrough Innovation ( Learning Lab) Presented by AFPeeps
The ability to masterfully craft and refine AI prompts stands as a cornerstone of innovation and progress. Throughout this immersive session, attendees will embark on a journey through the foundational principles of prompt engineering, exploring its pivotal role in shaping AI's responses and behaviors. With a focus on practical application, participants will learn how to harness the power of precise, thoughtfully constructed prompts to unlock AI's full potential, transforming raw AI capabilities into tailored, effective solutions for complex challenges.

AFPeeps Game Show: AI Edition (Learning Lab) Presented by AFPeeps
This is more than just a workshop; it's an adventure into the realm of artificial intelligence, packed with learning, laughter, and the spirit of competition. Prepare to challenge your mind, unleash your creativity, and deepen your understanding of artificial intelligence in the most entertaining way possible. Whether you're an AI enthusiast, a professional looking to sharpen your skills, or simply curious about the world of technology, this game show-style workshop promises to be an unforgettable experience.

How to Convert Fans to Donors - A Fundraisers Guide to Social Media
The increase in digital programming and social media use has changed the way nonprofits raise money, build communities, and advocate for their causes. In this session, we'll discuss how to take people from passive fans to passionate supporters and create social media content that actually converts.

Audience: Applied

Susan Holt, MA

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Vision Philanthropy Group - President and Senior Consultant

Susan Holt, fundraising specialist with 40 years experience leading/consulting education, health care, and social service/arts organizations, founded Vision Philanthropy Group in 2009. CDO at Vanderbilt-Ingram Cancer Center, Case Western Reserve University Medical School, Weill-Cornell Medical College, National Jewish Health. Specialist in campaigns and training in major gift fundraising. She speaks on transformational giving, campaigns, psychology of giving and philanthropic cultures. Managed campaigns from $10 million to $1.3 billion, and partnered in securing nearly $2 billion.

Session

Be Bold Better: What It Takes To Create Transformational Gifts
This highly interactive session will deepen participants’ understanding of what transformational giving is and how they and Board partners can develop the skills and actionable tools to create transformational gifts through concepts like BIG VISION, Signature Language, Bold Listening, the Science of Rituals, and leave invigorated to Be Bold Better!

Audience: Applied

Rachel Hunnybun

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Blakely - Director, Strategic Solutions

Rachel is a fundraising professional with over a decade of experience working for UK charities in Individual Giving & Supporter Experience. Through her role at Blakely Inc she now works with US and Canadian charities and is passionate about helping charities deliver a great donor experience. She speaks internationally, served as a commissioner for the UK’s Commission on Donor Experience and is a member of the institute of fundraising.

Session

Thinking Big Around Legacy Giving for Growth & Long-term Connection
Legacy marketing is about a values connection and understanding donor needs/motivations. This session will provide new insights into how to make these valuable connections, what is working to inspire people to take action and how you can harness the power of legacy to grow your programs and deepen relationships.

Audience: Applied

Terrance Hunter

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Central Florida Community Arts - CEO

Terrance Hunter serves as the President of the AFP Central Florida Chapter as well as the CEO of Central Florida Community Arts. Throughout his career, he has worked in museums as well as in performing arts. He serves on numerous boards and has received multiple awards.

Session

No Nonsense Must-Haves for Major Giving Success NOW!
Whatever sector/size your organization is, this no-nonsense session spells out what you MUST have, DO and/or FIX to inspire MAJOR gifts. Takeaway how to prioritize key steps you CAN take, regardless of obstacles. Address your mindset, DEI priority, board engagement, asking and MORE to grow YOUR major giving success NOW.

Audience: Strategic

George Irish, MA

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Amnesty International Canada - Digital Strategist

George Irish is a seasoned digital fundraising strategist and technologist, with 25 years of experience advising nonprofits and charities in Canada, US, and globally. He currently leads digital strategy and fundraising innovation at Amnesty International Canada. As a fundraising data strategist and tech developer, he explores the potential of artificial intelligence (AI) tools, such as ChatGPT and machine learning, to revolutionize fundraising. George shares insights on the synergy between fundraising and AI at FundraisingwithAI.com

Session

De-Mystifying AI: Making sense of ChatGPT and Fundraising in the Age of AI
What do nonprofit leaders need to know about AI and how it’s re-shaping fundraising? What have we learned so far, and what's on the road ahead? Join me for a walkthrough of the big questions facing fundraising leaders after an exciting first year of fundraising with Artificial Intelligence (AI) innovation.

Audience: Strategic

Kasandra James

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Volunteer Toronto - Director, Programs

Kasandra James (she/her) is Volunteer Toronto’s Director of Programs. Kasandra provides strategic leadership of the organization’s programs, services and events that connect Toronto’s diverse volunteer-seekers with community organizations and volunteer programs that need them. Since joining Volunteer Toronto in 2015, Kasandra has used her experience and expertise in non-profit and volunteer management, community development and program design to support capacity building efforts in hundreds of organizations across Ontario.

Session

Learning from the Present to Prepare for the Future of Volunteer Engagement
The modern volunteer is changing. Are you ready to change with them? Join us to explore the past, present and future of volunteer engagement in an interactive session packed with tips for meaningful community engagement and tools to advocate for successful volunteer participation.

Audience: Applied

Nicole Jamrozinski

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Nicole is an administrator, fundraiser, project/events manager and racial justice advocate and co-conspirator. Currently living in Ontario, Canada Nicole’s racial equity journey started as a young adult after moving away from her rural farming community that saw very little racial diversity and held on to many dangerous notions of how the world should operate.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Charly Jarrett

Photo of Charly Jarrett
Fundraise Up - Specialist, Digital Giving

Charly Jarrett (he/she/they/them) is a Digital Fundraising Specialist with a focus in social media, e-commerce and digital giving optimization. Charly has been working in non-profit going on 15 years and works passionately to close the gaps between the for profit and non profit sector. They have presented on various topics in digital fundraising internationally.

Session

Not ANOTHER AI session!? The Unexpected Applications of AI (Presented by Fundraise Up)
Explore AI-driven strategies to enhance nonprofit campaigns and donor engagement without sacrificing the personal touch. Learn from real-world examples how AI can amplify fundraising efforts and nurture long-term donor relationships. Gain actionable insights into integrating AI into your development strategy, boosting your team's efficiency, and focusing on impactful work. This session is for both AI skeptics and enthusiasts, aiming to demystify AI's role in aligning with organizational values and missions, moving past the hype to unlock AI's potential in nonprofit fundraising.

Audience: Strategic

Jas Jhooty, MA

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Independent - Consultant

As a consultant, Jas helps charities realize the power of their own donor data and tell the story behind it. Using data audits/analytics, donor journey mapping, storytelling, and a multi-channel approach, Jas helps charities keep the donors they have. She has over 15 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.

Session

Hidden Gold: How Monthly Giving will build donor loyalty and improve donor retention
Join Harvey McKinnon, author of three books on monthly giving and one of North America's leading experts on the subject, and Jas Jhooty, who led one of the largest monthly giving programs in Canada and learn how to create lifelong donors through recurring giving

Audience: Applied

Kelley Johnson

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EverTrue - Senior Product Manager

Over the last 6 years, Kelley has had the pleasure of leading fantastic cross-functional teams of engineers, designers, and researchers to build products that make people’s lives better. From Mentor Collective, a higher ed platform supporting to over 300,000 mentorships for college students, to EverTrue, a suite of advancement tools helping hundreds of organizations and thousands of advancement officers fast-track their advancement processes.

Session

Unlocking the Potential of Your Entire Donor Pyramid (Leaning Lab) by Presented EverTrue
Ready to revolutionize your donor outreach? EverTrue’s suite of donor management and fundraising software is making the really hard job of fundraising so much easier for every fundraiser, so that you can improve the experience of every donor. Learn how you can transform engagement, boost retention, and increase donor pipeline through intentional, personalized outreach at scale.

Michael Johnston

Photo of Michael Johnston
Company Hewitt And Johnston Consultants Inc. - President and Co-Founder

Mike Johnston has been a fundraiser for 34+ years and has worked with 100’s of social impact and charitable organizations in Canada, the U.S., Europe, Latin America, and Asia Pacific. Mike is an expert in fundraising innovation and integrated fundraising – especially in the use of digital technologies and their effective integration with traditional and new fundraising methods. He is the founder of the leading, global consultancy, Hewitt and Johnston Consultants (www.hjcnewmedia.com) in 1992.

Session

Why Direct Mail + Digital is the Perfect Pairing to Recruit Young Donors (Presented by Sylogist MISSION CRM)
The excitement of receiving and reading the mail has shifted from the inbox back to the mailbox and surprisingly, this wave of enthusiasm is led by the Millennial, Gen Z and Gen X cohorts. Join us for an interactive discussion with industry experts who are riding the wave and seizing the opportunity to reimagine a new future for direct response to reach new cohorts by leveraging the latest innovations and insights.

Audience: Applied

Ali Kane, MA

Photo of Ali Kane
Perkins School For The Blind - Institutional Giving Officer

Ali Kane (she/they) is a Queer nonprofit leader and lifelong learner committed to intersectional inclusion and equity. They further this work through LGBTQ+ inclusion workshops for organizations across industries, advocating for health equity as Grants Management Specialist at Family Health Center of Worcester, and serving as Treasurer of Love Your Labels. Past accomplishments: Boston Future Leaders Class of 2023, appointment to American Public Garden Association IDEA Committee.

Session

Just Do It!: Kickstarting Your Inclusive Fundraising & Communications Practice
1 in 4 Americans are disabled. 20% of Generation Z are LGBTQ+. The BIPOC-identifying population grows yearly. Inclusion cannot be an aspiration; it has to happen now. Informed by lived experience, Queer fundraiser Ali Kane and Hard-of-Hearing social media expert Katie Norton offer proven practices, prioritizing accessibility, representation, and intersectionality.

Audience: Applied

Marc Kaplan

Photo of Marc Kaplan
Nicklaus Children's Hospital Foundation - Director of Development

Marc is responsible for major giving, capital campaigns, donor engagement, cultivation, and strategic collaboration across the Nicklaus Children’s Health System. Marc spends his time in the community creating awareness and providing the opportunity for members of the community and global community to invest in the children’s future.

Session

Preparing Before, During, and After for Stellar Engagement (Presented by Advancement Resources)
Engagement makes the world turn in healthcare philanthropy—but are you fully leveraging the opportunity that intentional, strategic communication and engagement strategy provides? In this session, panelists explore how they prepare for and execute thoughtful communications and follow-up with potential donors in order to ensure that each touch point is maximized for optimal effectiveness in increasing commitment and meeting your hospital’s goals.

Audience: Applied

Muthoni Kariuki, CFRE

Photo of Muthoni Kariuki

From childhood, Muthoni fell in love with nonprofits working alongside her parents, who valued the power of giving back to the communities they lived in. Muthoni’s lived experience as an African Canadian Professional Fundraiser, mother, and community advocate informs her desire for equity, inclusion, and social justice. For the last decade, Muthoni has been advocating for a more just and equitable Canadian fundraising sector.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Alex Kasavin, MBA

Photo of Alex Kasavin
Microsoft - Sr. Product Manager

Alex Kasavin is a senior product manager on the Tech for Social Impact team at Microsoft, where he leads the development of data and AI products for the nonprofit sector. Prior to this role, he helped Fortune 500 enterprises with their digital transformation efforts as a cloud solution architect, and was previously the founding product lead at a K-12 education nonprofit focused on educational equity.

Session

AI for Fundraising: Your Quick-Start Guide (Presented by Microsoft)
AI seems to be everywhere, but how is it relevant to your development team? In this session, we’ll walk through a “day-in-the-life” of a fundraiser to explore how AI can help you: Identify high-value prospects who are most likely to donate to your organization based on their past giving history and other factors. Personalize donor communications by analyzing donor data and providing insights into their preferences and interests.

Audience: Applied

Interactive Listening Workshop: AI for Fundraisers (Presented by Microsoft)
Interested in AI for your nonprofit, but not sure where to start? Join our interactive workshop where you’ll discuss best practices for AI with your fellow fundraising practitioners and connect with technology providers who making a global impact in the AI space. In this hands-on session, you’ll also have the chance to share your thoughts on AI with teams that are building the technology, and leave with valuable connections and ideas you can implement in 2024.

Audience: Introductory/Foundational

Philip King, MBA, ePMT

Photo of Philip King
Stephen Thomas Ltd (ST) - Director of Digital

Philip is currently the Director of Digital at ST. He works with national Canadian fundraising organizations to accelerate digital revenue. Philip started as VP eBusiness for United Way of Toronto in 1999 so has been helping fundraisers 'do digital' for over 25 years. He has an MBA from University of Toronto, and AB from Harvard College. He was CEO of Artez Interactive for over a decade. He loves talking about conversion funnels!

Session

Not Just CRM Data Anymore! Mega-trends for Non-technical Fundraising Leadership
Why does Amazon message "forgot to complete your checkout" but most non-profits do not? How can we better use our websites (and mobile apps) to build new donor relationships? These are two of the many questions we tackle in this session designed for non-technical fundraising leaders.

Audience: Strategic

Audrey Kintzi, ACFRE, MA, AFP Master Trainer

Photo of Audrey Kintzi
Saint Mary's University Of Minnesota - Vice President, Emerita for Advancement and the Executive Director of the M. A. in Philanthropy and Development Program

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

Session

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

Audience: Applied

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

Audience: Applied

Mike Kirkpatrick

Photo of Mike Kirkpatrick
Heller Consulting - Principal Consultant

Mike is a Principal Consultant for Heller Consulting. In his role, he guides national organizations through complex strategy and implementation projects. Mike spent over 20 years in strategic and technical leadership positions in both nonprofit and higher education organizations. Drawing upon years of experience at the Canadian Cancer Society in marketing, online fundraising and digital, he brings a strong understanding of nonprofit organizations and complex systems issues operating at the national scale.

Session

Integrating Your Blackbaud Data with Microsoft’s Power Ecosystem (Learning Lab) Presented by Heller Consulting
Discover how you can effectively leverage your Blackbaud data with Microsoft's Power Platform, Power BI, and Dynamics 365 Customer Insights. This session will guide you through enhancing Raiser's Edge data usage with practical demonstrations of advanced segmentation in Customer Insights. You’ll see a short demonstration on how you could segment.

Elizabeth Knuppel, MA

Photo of Elizabeth Knuppel
Skystone Partners - President & CEO

Liz has more than 20 years of experience working for and with nonprofits. She joined Skystone Partners in 2007 as a senior consultant, became managing partner in 2010, and president and CEO in 2013. Liz has volunteered with the Association of Fundraising Professionals (AFP) Greater Cincinnati Chapter where she was a founding member of the Ethics Committee, AFP International.

Session

How to engage your board in fundraising
Get your answers here! This session is for Senior Leaders (EDs, DoDs, Board): Ask your most important questions about how to engage your board in the fundraising process either through special projects or capital campaigns. Pick the minds of some of the most successful and knowledgeable leaders in

Audience: Strategic

Afshaan Kohari

Photo of Afshaan Kohari
Dalla Lana School Of Public Health, University Of Toronto - Director of Advancement

Afshaan thrives on building strong, authentic relationships. Her work experience includes mid-level and major gift fundraising, gift implementation and volunteer engagement. She is passionate about continuous learning and inclusive leadership. She describes herself as a big picture thinker and facilitator of valuable conversations that drive impact and bring about change. Currently she is Director of Advancement for the Dalla Lana School of Public Health at the University of Toronto.

Session

So, You’re Thinking About Leadership?
Being a fundraiser doesn’t prepare you to be a leader. Often though, career advancement only comes from moving into a leadership role. Join an interactive workshop to identify the skills needed to advance, how to prepare for a leadership role, and what to do once you get there.

Audience: Applied

Cherian Koshy, CFRE

Photo of Cherian Koshy
Kindsight (iWave+ UCinnovation + NOS) - VP of Product Strategy- Kindsight (formerly iWave).

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

Session

Leveraging Brand Voice and AI to Raise More Money (Learning Lab) Presnted by AFPeeps
Discover how to amplify your fundraising efforts by integrating your organization's unique brand voice with the power of Artificial Intelligence (AI). This session will explore innovative strategies for using AI to enhance your brand's communication, engage donors more effectively, and ultimately raise more money for your cause

Building a Sustainable Fundraising Plan: A Research-backed Guide to Healthy Fundraising (Presented by Qgiv)
With rising costs, the Great Resignation, and donor numbers declining, nonprofit leaders face increased pressure to keep their teams motivated to raise more money with even fewer resources. What can be done to address these challenges? Qgiv’s Sustainable Giving Report sought to answer that question! Join us to learn how you promote wellness and job satisfaction within your organization and ultimately improve staff retention, donor relations, and revenue.

Audience: Strategic

Fundraising Intelligence: The New Standard in Modern Fundraising (Presented by Kindsight (iWave+ UCInnovation + NOS)
Giving is shifting, competition for funds is increasing, and retention is at an all-time low. Now more than ever, it is imperative for organizations to embrace personalization and individualized approaches to donor engagement. But how do you do this with limited resources and a wide range of diverse responsibilities?   Join us to dive into the new standard of modern fundraising; fundraising intelligence and the transformative power of big data, automation, and AI. Learn how to optimize efficiency, overcome resource constraints, and deliver a personalized engagement experience to every donor, thus empowering your organization to thrive in an ever-evolving nonprofit landscape.

Audience: Applied

AI and Ethics: What We Know … and Don’t Know (Learning Lab) Presented by AFPeeps
 AI offers exciting opportunities for charities and nonprofits, from automating administrative tasks to gaining insight from data. However, integrating AI requires navigating complex ethical considerations unique to the fundraising sector. This session will highlight the findings in the recent Rogare report, Artificial Intelligence and Fundraising Ethics: A Research Agenda, with Cherian Koshy, project chair, and Alice Ferris, a member of the project group.

Audience: Introductory/Foundational

Lacey Kruger

Photo of Lacey Kruger

Lacey has been working with nonprofits to create delightful online experiences since 2005. Her background in user research and donation form design is a solid foundation for her current work on the newest Blackbaud Donation Forms. Lacey is passionate about online giving, A/B testing, optimization and information architecture.

Session

The Keys to Donation Form Conversion: Design and Optimization (Presented by Blackbaud)
In this session, you'll learn how to design a donation form that converts visits into donations. We'll cover the 6 hallmarks of a high-converting nonprofit donation form and how you can modify your donation forms accordingly. We'll also define optimization and discuss strategies for making and testing small changes to your forms to best meet the needs of your donors. Finally, we'll share a case study where design and optimization had a real impact on conversions.

Audience: Introductory/Foundational

Kris Kuhns, MA

Photo of Kris Kuhns
CCS Fundraising - Senior Vice President

Kris thrives working with complex organizations and those building their first fundraising program. She has run projects including Strategic Planning, Campaigns, Planning Studies, Analytics, and Interim Development. Kris serves on the Board of Directors (President Elect) of the Association of Fundraising Professionals – DC Chapter (Washington, DC). She also serves as Co-Chair of Education for the Bridge Conference (2024).

Session

Activating Board Engagement (Learning Lab) Presented by CCS Fundraising
Have you ever found yourself asking how to engage your Board in a more meaningful way? This session tackles exactly that question by sharing how intensive efforts to better engage Trustees, took root with unique nonprofit Boards across various sectors to generate more meaningful and active engagement of Board.

Audience: Applied

Simone Labbance, MA

Photo of Simone Labbance
Impact Innovations - CEO & Fractional Fundraiser

Simone Labony Labbance is a Bengali American fundraiser, activist, and community builder. Her expertise is grounded in her MA in Philanthropy and Development from Saint Mary's University of MN. Currently, Simone works as the CEO and Fractional Fundraiser for Impact Innovations; she is a certified member of the Fractional Fundraiser Network. Simone has fundraised for a number of causes including BIPOC spaces, diaspora community wellness, anti-child sex trafficking, health equity, and academic medical research.

Session

Let’s Get Critical: Rethinking Research & Evidence for the Sake of Better Practice
Research and evidence are a driving force in fundraising’s evolution…But what happens when the stuff of “best practice” is flawed or biased? In this session, you’ll gain a simple tool for critically evaluating and applying research so you can use it in service of your own better practice.   Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Strategic

Rickesh Lakhani, CFRE, MBA

Photo of Rickesh Lakhani
Radiance Advisory - Lead Consultant

Rickesh Lakhani believes that we are all responsible for each other’s success. He is the Founder of Radiance Advisory, supporting social impact organizations and leaders to align their actions with their values and build stronger cultures based on truth and trust. He has over 15 years of experience in the social impact sector, including serving as the Executive Director at a community-based organization and as the Development Director leading an $8M annual fundraising campaign.

Session

Moving Toward Equitable Futures: A CCF Panel
In this panel discussion, Rachel D’Souza will facilitate a spirited and informative discussion with members of the CCF Global Council to explore learnings from and experiences in the movement, and how including CCF’s core principles in your organization’s fundraising strategy can lead to larger contributions and more committed donors/funders.

Audience: Applied

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Flavia Lang, MBA

Photo of Flavia Lang
Tools4Change Brasil - Managing Partner

Flavia is a curious and creative fundraising entrepreneur who helps NGOs to connect and develop meaningful relationship with individual donors. With entrepreneurial vision, creative leadership to inspire and engage teams to overcome challenges and goals, empowerment management style, the desire to turn the impossible possible, and a successful record in opening, restructuring, expansion and exponential growth of NPO. She is also a cofounder of Women in Fundraising Brazil.

Session

Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards
Dynamic, Intercultural, and Practical Session, Presented by speakers from Brazil and Mexico. Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards will be the essential message. The importance of the key concepts of leadership, philanthropic culture, and stewardship will also be reviewed to overcome burnout and be successful in the fundraising plan.

Audience: Applied

Alexis Langley, CAE

Photo of Alexis Langley
CharityEngine - Director of Client Success

Alexis Langley, CAE, is a relationship-building, technology-loving problem solver. As a proud Certified Association Executive with a decade of experience serving the non-profit industry, Alexis has empowered countless mission-driven organizations to raise more money, engage their communities, and grow their impact. In her current role as CharityEngine's Director of Client Success, Alexis helps clients maximize their experience and achieve their goals.

Session

The Cockpit, Congress, and Charities: Stories from a Nonprofit CEO (Presented by CharityEngine)
From flying Navy jets to lobbying for the beer industry to serving as the CEO (and savior) of Help Heal Veterans, “Captain Joe” McClain has overcome challenges in many forms. In this presentation, he will share inspiring stories from the military, political, and nonprofit sectors. Through his personal anecdotes and practical insights, nonprofit executives will learn how to apply leadership principles, turn obstacles into opportunities, and foster a culture of resilience in their organizations. Join CharityEngine’s Director of Client Success, Alexis Langley, CAE, as she chats with Joe about his unique career and lessons he’s learned.

Audience: Introductory/Foundational

David Langton

Photo of David Langton
Langton Creative Group, Ltd. - President

I’m a designer (president of Langton Creative Group in NY), educator (adjunct at Hostos College/CUNY), writer, and cartoonist (IG: Davidlangton1961) who believes in using the power of design as a transformative tool in promoting change in our world. My book is Visual Marketing (Wiley). I’ve worked with nonprofits, including, Alzheimer’s Drug Discovery Foundation, Children's Aid, The International Rescue Committee, and The Legal Aid Society. I’m a graduate of the Rhode Island School of Design.

Session

Get to know your donors to increase engagement. Legal Aid and their LGBTQ+ audience
You need to know who your audiences are so that you can engage them. Learn how Legal Aid Society targets new donors to continue an important initiative defending the rights of LGBTQ+ people. We will show you how to target new donors and present content in a brisk fundraising pitch.

Audience: Introductory/Foundational

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

Photo of Carlo Laurore
National Boy Scouts Of America Foundation - VP & Executive Director

Carlo Laurore is the VP & Executive Director of the National Boy Scouts of America Foundation, where he has worked for almost the past decade. Currently, he leads planned giving, corporate giving, and Private Foundation fundraising for the BSA. Carlo also provides leadership for grant administration, restricted funds management, and fundraising educational initiatives for the national organization. He is an Executive Committee member of the National Association of Charitable Gift Planners Board.

Session

Getting Help: Engaging Volunteers to Grow Your Gift Planning Program
The most effective path to supercharge your gift planning program is help from volunteers! In this session you will learn how to effectively harness the power of volunteer leadership in your gift planning program, as well as, practical strategies to maximize their impact on fundraising success.

Audience: Introductory/Foundational

Liz LeClair

Photo of Liz LeClair
Nova Scotia SPCA - Co-Founder

Liz brings more than 20 years of experience to her consulting work with Sargasso Philanthropic CIC (Nova Scotia, Canada). Liz has served as a board member with local Association of Fundraising Professionals (AFP) boards, was the past chair of the AFP Women’s Impact Initiative, the past co-chair of the AFP Fundraising Bill of Rights Task Force, and currently sits on the board of the African American Development Officer Network (AADO).

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Esther Lee

Photo of Esther Lee

Esther is a fundraiser, storyteller, and advocate. She is dedicated to advancing the mission of equity in the nonprofit sector. She is a lifelong learner with a proven track record of leadership and revenue development and unwavering values of authenticity and growth. She is committed to community-centric principles and is a member of the Community-Centric Fundraising (CCF) Global Council. Esther is also a member of the interim board of Toronto's AFP Chapter.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Tiffany Legington Graham, MS

Photo of Tiffany Legington Graham
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 20 years of for-profit and non-profit experience. Previous leadership roles include: ALSAC/St. Jude Children’s Research Hospital, Tulane University, 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.

Session

Everything You Need To Know About African American High Wealth Donors
Are you effectively engaging African American high wealth donors? The data available on major gift donors of color is limited as compared to other demographic groups, and especially for African Americans. But these donors are highly philanthropic and give more of their household income per capita - don't miss out!

Audience: Introductory/Foundational

Charles Lehosit

Photo of Charles Lehosit
Fundraise Up - Director of Solution Engineering

Explore AI-driven strategies to enhance nonprofit campaigns and donor engagement without sacrificing the personal touch. Learn from real-world examples how AI can amplify fundraising efforts and nurture long-term donor relationships. Gain actionable insights into integrating AI into your development strategy, boosting your team's efficiency, and focusing on impactful work. This session is for both AI skeptics and enthusiasts, aiming to demystify AI's role in aligning with organizational values and missions, moving past the hype to

Session

Not ANOTHER AI session!? The Unexpected Applications of AI (Presented by Fundraise Up)
Explore AI-driven strategies to enhance nonprofit campaigns and donor engagement without sacrificing the personal touch. Learn from real-world examples how AI can amplify fundraising efforts and nurture long-term donor relationships. Gain actionable insights into integrating AI into your development strategy, boosting your team's efficiency, and focusing on impactful work. This session is for both AI skeptics and enthusiasts, aiming to demystify AI's role in aligning with organizational values and missions, moving past the hype to unlock AI's potential in nonprofit fundraising.

Audience: Strategic

Chelsey Lemke, CFRE

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YWCA Regina - Senior Director of Development, Marketing, Communications and Capital Campaign Director.

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

Session

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

Audience: Applied

Jen Lesshafft

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EverTrue - Senior Account Executive

Jen Lesshafft is a seasoned fundraising and stewardship professional with over a decade of experience in nonprofit advancement. Currently serving as a Senior Account Executive at EverTrue, Jen has held leadership roles at institutions such as the University of Florida, Embry-Riddle Aeronautical University, Life University and AdventHealth. Jen proudly serves as a dedicated Board Member of the Child Advocacy Center in Gainesville, FL and actively volunteers with Keep Alachua County Beautiful and her local church.

Session

Unlocking the Potential of Your Entire Donor Pyramid (Leaning Lab) by Presented EverTrue
Ready to revolutionize your donor outreach? EverTrue’s suite of donor management and fundraising software is making the really hard job of fundraising so much easier for every fundraiser, so that you can improve the experience of every donor. Learn how you can transform engagement, boost retention, and increase donor pipeline through intentional, personalized outreach at scale.

Nate Levin-Aspenson, MPA

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Nate is a writer, fundraiser, and troublemaker based in Denton, Texas. He got his MPA in Nonprofit Management from University of North Carolina — Greensboro, where his advisor told him that people always need fundraisers. He apparently took this advice to heart, because he has been raising money to support causes as diverse as recovery, mental healthcare, and education for the past 9 years. Currently, he is the director of development for Generation Schools Network.

Session

Let’s Get Critical: Rethinking Research & Evidence for the Sake of Better Practice
Research and evidence are a driving force in fundraising’s evolution…But what happens when the stuff of “best practice” is flawed or biased? In this session, you’ll gain a simple tool for critically evaluating and applying research so you can use it in service of your own better practice.   Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Strategic

Emma Lewzey, CFRE

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Blue Sky Philanthropy - CEO

Emma Lewzey is an award-winning fundraising expert with 25 years experience raising millions of dollars across the arts, education, health and human services sectors. She’s the founder and lead consultant at Blue Sky Philanthropy, where she works with nonprofits to increase their impact and exceed their fundraising goals by helping them raise more 5, 6 and 7-figure donations. Emma is an active leader, mentor, and proud member of the 2SLGBTQ+ community.

Session

Stepping Out to Fit In: How diverse consultants are reaching success on their own terms
Sometimes the best way to change the system is from the outside. From this panel you’ll hear from a diverse group of fundraisers who found more alignment, freedom, and success working as consultants. Understand how they incorporated their identities into their work to show up authentically as their whole selves.

Audience: Strategic

Salomão Lima, MBA

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IOS - The Institute For Social Opportunity - Head of Development and Institutional Relations

DEI Consultant and Head of Development at The Institute for Social Opportunity, a Brazilian nonprofit focused on education for underserved youths. Experienced in fundraising for internationally recognized nonprofits, including World Vision, Brasscom (Brazilian Association of Information Technology Companies), and United Nations Global Compact. UN Young Professional Pioneer Award finalist. MBA in International Relations and executive certifications in LGBTQI+ Leadership from Stanford University (USA) and Queen’s University (Canada), and Political Leadership at George Washington University (Brazil).

Session

Using the Power of Connections and Influence in Global Corporate Fundraising
Social initiatives are increasing within corporations due to the ESG agenda. Learn how to define the best strategies of relationship building and maintenance to connect your cause with businesses and make your nonprofit part of the impact companies want to generate. Corporate fundraising is waiting for you!

Audience: Applied

Danielle Lloyd, MPP, MDIV

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Habitat For Humanity International - Director, Resource Development Expertise Hub

Danielle is an Atlanta-based community engagement professional who is passionate about effective communication and helping others reach their full potential. She started working with children, seniors, and families as an AmeriCorps member before joining Habitat. Her trajectory into the nonprofit sector has leveraged her skills to utilize emotional intelligence for strategic impact: planning for success and serving with compassion are so important.

Session

Empowering Change: Engaging Black Communities and Donors in Fundraising
In today's dynamic philanthropic landscape, the importance of engaging and empowering Black, Indigenous and people of color ( BIPOC) communities and donors cannot be overstated. Many nonprofit organizations have faced challenges in actively engaging Black donors in the United States for various reasons — historical context, lack of diverse representation, limited awareness and outreach, and cultural sensitivity, to name a few. Habitat has recognized these challenges and is actively working to address them. In this session, you will gain insight into housing disparities affecting Black communities, discover innovative philanthropic strategies, and leverage cultural competency to amplify Black voices. Join us as we delve into the important and timely topic of engaging Black donors in fundraising at HFHI, which can empower Black donors as agents of change and create a more equitable future for all.

Audience: Strategic

Timothy Logan, ACFRE, CFRE, FAHP

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Company Synergy Direct Marketing Solutions - Vice President, Mid-Level Solutions

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

Session

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

Audience: Applied

Michael Longenecker

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Fundraise Up - Director of Enterprise Sales

Michael Longenecker is a seasoned professional in the field of nonprofit technology, with a passion for optimizing the donor experience and revolutionizing online giving. With a background in nonprofit CRM architecture and email marketing automation, Michael brings a wealth of experience to the table as Fundraise Up’s Director of Enterprise Sales. Fundraise Up is the chosen platform for some of the largest nonprofits in the world, dedicated to removing friction during the donation process and

Session

Earn More Customers (Yes, We Said Customers)- (Learning Lab) Presented by Fundraise Up
Discover how viewing donors through the lens of 'customer experience' can revolutionize your fundraising efforts. In this session, we'll compare e-commerce strategies to donor engagement, applying Fundraise Up's features to enhance satisfaction and retention. Embrace the paradigm shift: donors are discerning consumers who demand excellence. Elevate their journey, exceed expectations, and watch your support network grow.

Audience: Applied

Jen Love

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Agents Of Good - Partner

Jen Love is a storyteller. And not in a poetic sense. In an awkward-and-authentic, cryball-in-throat, let's-get-to-the-heart-and-the-emotions sense. Where vulnerability, values, passion and purpose come first and forever. Let’s talk about metrics and meaning, facts and feelings. Jen, filled with an attitude of gratitude, is a Partner at Agents of Good.

Session

CANCELLED Engaging Meaningfully with Donors Through a Gift in Will Pipeline
Donor engagement is key to fundraising success yet charities fail to meaningfully engage with its most loyal, long-term donors, resulting in dwindling legacy programs. This research and data-driven deep dive will teach how to create love-filled marketing and engagement activities for every stage of your gift in wills pipeline.

Audience: Applied

Sarah Lyon, CFRE

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Nova Scotia SPCA - Director, External Relations

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

Session

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

Audience: Strategic

Charmaine Lyon

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Huron Consulting Group - Digital Consultant, Nonprofit

Charmaine Lyon, armed with a degree in Business Administration with a concentration in Nonprofit Management, has over 15 years of expertise in the nonprofit sector. As a former head of fundraising for multiple organizations within the social services sector, she spearheaded programs that significantly boosted annual giving, major gift initiatives, and donor stewardship. Today, as a digital consultant at Huron’s Nonprofit practice, Charmaine utilizes her understanding of nonprofit operations to drive impactful digital transformations.

Session

Smarter Fundraising: Leveraging Technology to Raise More Money More Efficiently(Learning Lab) Presented by Huron Consulting Group
Join Emily Eakin, a seasoned industry professional and expert in nonprofit technology, for an enlightening session on leveraging new technology. Explore how Salesforce Data Cloud, Nonprofit Cloud, and AI are reshaping nonprofit fundraising. Discuss real-world use cases and discover how to effectively integrate technology into every stage of the fundraising process, from donor identification to stewardship and retention. With interactive discussions, this session will empower you to harness the full potential of cutting-edge technology and drive positive change for your organization. Don't miss out on this opportunity to elevate your fundraising strategy and raise more money more effectively. Let’s demystify tech together and uncover how it can revolutionize your fundraising efforts!

Audience: Applied

Christina Macchiarola, MBA, Other

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Microsoft - Global Engagement & Content Lead

Christina Macchiarola is the Global Engagement & Content Lead for the Tech for Social Impact team at Microsoft. Previously, Christina served as Sr. Director of Marketing & Consulting at the College Board, the Director of Marketing and Communications at the World Science Festival and began her nonprofit career at the New Victory Theater in New York City. Christina holds an MBA from Duke University's Fuqua School of Business, an MFA from Columbia University's School.

Session

AI for Fundraising: Your Quick-Start Guide (Presented by Microsoft)
AI seems to be everywhere, but how is it relevant to your development team? In this session, we’ll walk through a “day-in-the-life” of a fundraiser to explore how AI can help you: Identify high-value prospects who are most likely to donate to your organization based on their past giving history and other factors. Personalize donor communications by analyzing donor data and providing insights into their preferences and interests.

Audience: Applied

Interactive Listening Workshop: AI for Fundraisers (Presented by Microsoft)
Interested in AI for your nonprofit, but not sure where to start? Join our interactive workshop where you’ll discuss best practices for AI with your fellow fundraising practitioners and connect with technology providers who making a global impact in the AI space. In this hands-on session, you’ll also have the chance to share your thoughts on AI with teams that are building the technology, and leave with valuable connections and ideas you can implement in 2024.

Audience: Introductory/Foundational

Carlos Madrid, MBA

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Fundación Liceo Sofia Labastida IAP - MBA

Carlos Madrid has more than 30 years of experience in Institutional Development and Fundraising, holds a Bachelor in Communication, and Masters. He is an accredited consultant, and was Development Director of the Hospital Infantil de Mexico (1994-2013). Director of the Banorte and Gruma Foundations (2006-2013); past Chairman of the Junta de Asistencia Privada del Distrito Federal (2014-2020). Actually, independent consultant mainly in Board Development and Corporate Volunteeering and treasurer of AFP Mexican Foundation.

Session

Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards
Dynamic, Intercultural, and Practical Session, Presented by speakers from Brazil and Mexico. Less Attrition, More Funds Recipes to Improve Stewardship and Philanthropic Culture From Donors and Boards will be the essential message. The importance of the key concepts of leadership, philanthropic culture, and stewardship will also be reviewed to overcome burnout and be successful in the fundraising plan.

Audience: Applied

Sana Mahboob

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Government Of Canada - Senior Advisor

Sana Mahboob is an enormous advocate for the communities she serves, a seasoned speaker across the globe, and a morning show guest in Pakistan. Sana continues to serve on local, national, and international Boards. With over a decade of diverse experiences, Sana has a transparent and truthful discussion style, and as an immigrant to Canada, she brings a diverse perspective and passion to everything she does professionally, and personally.

Session

Continuing the Conversation on being an Equitable, Inclusive, Diverse Leader
To take on the biggest problems, all need to lead in an inclusive, diverse and equitable manner. This session will focus on the leadership skills you need for personal and professional success. These diverse leaders on the panel live their lives with IDEA everyday. Learn how you can as well!

Audience: Applied

Eryn-Faye Mallone, MSc, LLB., Msc., LLB.

Photo of Eryn-Faye Mallone, MSc, LLB.
NeuroImprints - Behavioural Scientist

A behavioural scientist with an insatiable curiosity about what makes people give money away, Eryn-Faye Mallone is the CEO of NeuroImprints. She specializes in taking donor segmentation, cultivation, and stewardship to new levels by integrating psychosocial profiling, neurodesign, and other research-based techniques. Eryn-Faye holds a Master of Science in Applied Neuroscience from King’s College London (England) as well as a law degree from the University of Glasgow (Scotland).

Session

Hacking Human Wetware - The Art and Science of Neurophilanthropy
wet·ware (n): the brain, especially respecting computational capabilities and decision-making processes. Eric and Eryn-Faye will leverage their combined 40 years of work, education, and hundreds of millions of dollars raised to help you explore the emerging field of neurophilanthropy, the confluence of neuroscience, psychology, and sociology within fundraising.

Audience: Applied

Steven Mandeville, MBA

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The Family Initiative - Director, Fund Development

Steven Mandeville is the Director of Fund Development for The Family Initiative. Mandeville oversees a team raising money for the multi-state agency in Nebraska, Kansas, Oklahoma, and Texas. Currently, Mandeville is focused on training the expanding fund development team and building development relationships in north Texas where TFI is expanding. The team has raised over $1.5m since he joined the agency. Mandeville earned his bachelors and masters in business degrees from Oklahoma State University.

Session

Raising Money Where You Don’t Live: Funding in Secondary Markets
Sometimes our organizations are so good at what they do, they decide to grow. And our network has too, also. In our time together, we'll be breaking down that stigma that we’re an “outsider” in the community, orienting funders in a new area, and how to steward relationships over time.

Audience: Introductory/Foundational

Emily Marsh

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Child And Family Charities - Assistant Development Director

Emily Marsh, M.A., exudes an unwavering love for kids and community, evident through her role as Assistant Development Director at Child and Family Charities. With a passionate dedication to making a difference, she has spent over six years nurturing relationships and resources to support her organization's mission. Child and Family Charities, a nonprofit in Lansing, MI, provides vital services to children and families, including foster care, adoption, resource support, youth shelter, and mental health support.

Session

From Click to Impact: Enhancing Your Online Donation Journey (Presented by Bloomerang)
Imagine if your nonprofit could retain just 10% more recurring givers than the industry average. Not only would this boost your fundraising efforts and help you reach your goals, but achieving this is as simple as focusing on online giving tools and best practices.   During this panel discussion, we will explore insights from Bloomerang’s Donor Experience Report. This report analyzed the online giving interactions of over 300 nonprofits, where we made $25 donations to various organizations across the U.S. and carefully monitored the outcomes. We will provide practical advice on enhancing your donation process, optimizing your landing page, crafting impactful receipt emails, perfecting your thank yous, and executing effective follow-up strategies.

Audience: Applied

Niambi Martin-John

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Stephen Lewis Foundation - Director of Development

Niambi is a social change champion, community mobilizer, advocate and fund development specialist who has dedicated her career to increasing capacity for marginalized, racialized and at-risk communities. For more than 20 years, Niambi has held leadership roles in the health charity, arts and social services sectors, employing an integrated, mission-centered, collaborative approach to drive revenue, create space and empower beneficiaries. Niambi is currently the Director of Development at the Stephen Lewis Foundation.

Session

Thinking Big Around Legacy Giving for Growth & Long-term Connection
Legacy marketing is about a values connection and understanding donor needs/motivations. This session will provide new insights into how to make these valuable connections, what is working to inspire people to take action and how you can harness the power of legacy to grow your programs and deepen relationships.

Audience: Applied

Leticia Martinez, MA

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International Community Foundation - Director of Philanthropy

As Director of Philanthropy, Lety Martinez leads the planning, development, and implementation of all communications, marketing and fundraising activities across the organization. She magnifies the culture of philanthropy across ICF staff and board members. Lety was awarded Outstanding Development Professional of the Year 2021 by the Association of Fundraising Professionals (AFP) San Diego Chapter. Lety has over 15 years of experience successfully fundraising and stewarding donor relations for several Mexican and US nonprofit organizations.

Session

How to engage with Latinx Community and thrive! (Sponsored by Veritus Group)
Latinos are projected to maintain the highest labor force participation rates among racial or ethnic groups, and by 2021, the Latino gross domestic product (GDP) will reach $1.7 trillion (a quarter of the U.S. GDP). Do you know how to engage with them? Join me!

Audience: Applied

Sarah Masterson, MA

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Sarah Klein Masterson Consulting - Copywriter & Consultant, Donor Communications

Nonprofit leaders trust Sarah to help them speak from the heart – to the heart – growing meaningful donor relationships and extraordinary generosity. Her work is shaped by 25 years in cause-driven communications, along with degrees in psychology and rhetoric. She holds a Certificate in Philanthropic Psychology with Distinction from the Institute for Sustainable Philanthropy. In a noisy world, Sarah is passionate about inspiring people to say "Me, too!" and "I'm IN."

Session

What Not to Say to Your Donors, Eh? (And What to Say Instead)
Why give you money? Why you and not someone else? One thing: words. Without knowing it a reader thinks... "Wow, they really get me. Sign me up for some of that!" Come strike a memorable chord in a noisy world. Your donors long for it. Your bottom line demands it.

Audience: Applied

Jason Mauer

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DonorSearch - Director of Sales Operations

Jason brings over 5 years of invaluable experience to DonorSearch, where he has made significant strides in his journey from an eager account executive to becoming the Director of Sales and Operations. In his current role, Jason plays a pivotal role in driving revenue, sales strategies, and operational efficiencies, working closely with DonorSearch's Executive Vice President, Patrick Tedesco. Jason has been instrumental in transforming the culture of the sales team by embracing how non-profits fundraise.

Session

Gifts that Grow: AI-Enhanced Strategies for Expanding Major Contributions - (Learning Lab) Presented by Donor Search
Gifts that Grow: AI-Enhanced Strategies for Expanding Major Contributions" is a dynamic session for forward-thinking philanthropists, fundraisers, and nonprofit leaders seeking to elevate their major gift efforts. In this engaging session, participants will delve into the cutting-edge intersection of artificial intelligence and philanthropy, discovering how AI can predict potential major contributions and enhance the personalization and effectiveness of fundraising campaigns.

Audience: Introductory/Foundational

Lisa Maxwell-Frieden, JD

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Freewill - Partnerships Lead

Lisa Maxwell-Frieden, J.D. is a career fundraising professional. Since joining the FreeWill team, she has been focused on helping organizations generate more than $10 billion in new planned gifts, stock gifts, and QCD’s from partnering non-profit organizations. Before joining FreeWill, she was the Vice President for Advancement at Trine University and the Director of Gift Planning at Butler University and DePauw University.

Session

Zero to Hero: Starting a Planned Giving Program (Learning Lab) Presented by Freewill
The historic shift of wealth from older to younger Americans has begun, with Baby Boomers poised to transfer up to $70 trillion in assets. Learn more about what The Great Wealth Transfer means for your nonprofit and get insights into key generational giving trends that you can use to cultivate more transformational gifts this year. You’ll also get a look at how 1,450+ nonprofits are using the FreeWill platform to grow non-cash gifts in support of their missions – and how you can too as you look to take advantage of The Great Wealth Transfer.

Audience: Introductory/Foundational

Mark McCampbell

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Advancement Resources - Senior Vice President

Mark is committed to this comprehensive approach, identifying strengths and opportunities, assets and effectiveness in teams, and helping to create near-term change that produces long-term transformation. With more than 36 years of experience in a wide range of development leadership positions, Mark has worked with leaders in health care, higher education, arts, human services, and faith-based institutions to help organizations prepare and take steps toward the next level of growth.

Session

Leverage Top Trends for Engaging Your Healthcare Philanthropy Board (Presented by Advancement Resources)
Research shows that donors who are involved in a volunteer capacity with nonprofit organizations they care about are likely to give more than twice as much financially than those who are uninvolved. In short, volunteers are our most committed supporters—yet do we fully leverage the opportunity afforded by their commitment and expertise? In this dynamic session, explore five strategies for ensuring board members feel appreciated, fully utilized, and deeply engaged.  

Audience: Applied

Influencing and Informing Your Organization’s Vision for Philanthropy (Presented by Advancement Resources)
Have your colleagues ever approached you with a shopping list of funding priorities and a directive to “go get the money”? Too often in healthcare philanthropy, our organizations understand only in part how to apply the power of philanthropy to achieve our goals. In this panel discussion, learn research-based best-practices for redirecting conversations with clinicians, executives, and others; building trust; and securing a seat at the table in hospital or system priority-setting discussions. Use data-driven strategies to help achieve lasting outcomes for your organization’s important work.

Audience: Applied

Joseph McClain, MA

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Help Heal Veterans - CEO

Joe McClain serves as the CEO of Help Heal Veterans whose mission is to heal the invisible wounds of war through creativity by manufacturing and distributing therapeutic crafts supporting VA/military health care. His unique background includes flying jets and command-at-sea in the Navy; and developing and executing the legislative strategy for the beer industry as President of the Beer Institute trade association. Joe is a graduate of the U.S. Naval Academy.

Session

The Cockpit, Congress, and Charities: Stories from a Nonprofit CEO (Presented by CharityEngine)
From flying Navy jets to lobbying for the beer industry to serving as the CEO (and savior) of Help Heal Veterans, “Captain Joe” McClain has overcome challenges in many forms. In this presentation, he will share inspiring stories from the military, political, and nonprofit sectors. Through his personal anecdotes and practical insights, nonprofit executives will learn how to apply leadership principles, turn obstacles into opportunities, and foster a culture of resilience in their organizations. Join CharityEngine’s Director of Client Success, Alexis Langley, CAE, as she chats with Joe about his unique career and lessons he’s learned.

Audience: Introductory/Foundational

Justin McCord

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RKD - Senior Vice President

Justin McCord is an industry-leading marketer with two decades of guiding commercial and nonprofit organizations to success. As SVP of Marketing and Communications for RKD Group, he acts as industry advisor while overseeing brand and thought leadership, including hosting the award-winning RKD Group: Thinkers podcast. Justin 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.

Session

Why Direct Mail + Digital is the Perfect Pairing to Recruit Young Donors (Presented by Sylogist MISSION CRM)
The excitement of receiving and reading the mail has shifted from the inbox back to the mailbox and surprisingly, this wave of enthusiasm is led by the Millennial, Gen Z and Gen X cohorts. Join us for an interactive discussion with industry experts who are riding the wave and seizing the opportunity to reimagine a new future for direct response to reach new cohorts by leveraging the latest innovations and insights.

Audience: Applied

Adrienne McDade Taylor, CFRE, MA, MBA

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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 the 2023 Greater Cincinnati Chapter President and 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.

Session

Curating THE Volunteer Experience
Looking to upgrade your volunteer program? Come learn & dialogue on how you can elevate the experiences your volunteers have with your organization - while maximizing the nearly $30 we save due to their gift of time.

Audience: Applied

Philanthropy is Black History: The Untold Stories of Black Philanthropists
Just as with American history, Black philanthropists have largely been forgotten throughout history. Philanthropy is Black History: The Untold Stories of Black Philanthropists, this enlightening session explores the impact of Black donors, past and present, on society and inspires attendees to embrace a more inclusive approach to philanthropy.

Audience: Introductory/Foundational

Linda McGhee, JD, PhD

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Dr. Linda Fleming McGhee is a licensed clinical psychologist who speaks and writes nationally on mental health, race, and education. She received her Psy.D. from George Washington University following a career as an attorney. Dr. McGhee is Former President of the Maryland Psychological Association. She was formerly on the clinical faculty at the Washington School of Psychiatry and a former Adjunct Professor at George Washington University and the Chicago School of Professional Psychology.

Session

Taking Care of Your Workforce: Innovations in Mental Health Care
A key part of an organization’s success is the strong mental health and wellbeing of its workforce. This session will address the state of mental health and its connection with corporate prosperity. We will then examine innovations that can elevate menial health in the workplace.

Audience: Applied

Joy C. McKee, ACFRE, CFRE, MBA

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UCLA College Of Letters And Science - Executive Director of Development, Undergraduate Education

Joy McKee, ACFRE is the Executive Director of Development for UCLA’s Division of Undergraduate Education in the College of Letters and Science. Her 22+ year fundraising career has been dedicated to building a culture of collaborative philanthropy. Under her leadership, she and her team raised over $48 million during a $5.4 billion campaign for UCLA. She has served on the ACFRE Credentialing Board and currently serves on the AFP Greater San Fernando Valley Chapter board.

Session

Before Lights, Camera, ACTION!
Blockbusters get all the press. But even in Hollywood, there’s a lot that happens before the opening curtain. Join us as we look behind the scenes of how philanthropic producers (AKA fundraisers) partner with leadership talent. Together we’ll discuss how cast and crew work together to build a giving culture.   Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

Harvey McKinnon, AFP Master Trainer

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Harvey McKinnon Associates - President

Harvey McKinnon 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 and Canada.

Session

Hidden Gold: How Monthly Giving will build donor loyalty and improve donor retention
Join Harvey McKinnon, author of three books on monthly giving and one of North America's leading experts on the subject, and Jas Jhooty, who led one of the largest monthly giving programs in Canada and learn how to create lifelong donors through recurring giving

Audience: Applied

Misty McLaughlin, MA

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Cause Craft Consulting - Principal and Founder

Misty McLaughlin is Principal of Cause Craft, a small-scale, high-impact organizational design firm that helps nonprofits to build up their capacity for fundraising and marketing. Equal parts nonprofit expert, organizational development strategist, and supporter-engagement maven, she helps fundraisers navigate critical times of change. Her expertise spans assessing opportunities for an organization to grow and scale, creating strategic and tactical roadmaps to get there, and supporting the process of implementing the necessary change.

Session

Development and Communications Teams Working Together: How to Get Along and Get On With It
This session courageously explores this age-old friction, including research results on what Fundraising and Communications teams face in trying to working together collaboratively. We present common tensions and creative solutions on how teams can build stronger collaborative processes and relationships -- without sacrificing each of their important missions.

Audience: Strategic

Heather McLean

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Blackbaud - Principal Product Manager, Innovation

Heather McLean began her career as a nonprofit marketer and fundraiser. Since she joined Blackbaud, Heather has been a chief evangelist for customer low-code adoption and expansion of developer tools with the Microsoft Power Platform.

Session

Low–Code App Development: A First Step to Creating Your Own AI–Powered Tools (Presented by Blackbaud)
What's possible when you empower business users and admins to create software solutions using low-code development tools? Those closest to your operational challenges are armed with AI power and other transformational approaches. With free tools and low-code approaches to application, your team can develop custom solutions to solve operational challenges, automate clumsy processes, drive efficiency, and fuel social impact. Want to take advantage of these capabilities? Come explore examples of how low-code approaches can be used to solve operational challenges and get valuable resources to help organizations of all sizes launch and govern their low-code programs. Whether you’re interested in creating your own apps or equipping your team, you’ll leave with actionable next steps to embrace this new frontier.

Audience: Introductory/Foundational

Andrea McManus, CFRE

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To Come

Session

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

Audience: Applied

Jonathan Meagher-Zayas, CFRE, MSW, MPA, CDP

Photo of Jonathan Meagher-Zayas
Equity Warrior Strategies LLC - Owner & Chief Strategist

Jonathan (he/him) is a Queer Latinx Millennial nonprofit strategist dedicated to addressing equity issues, building capacity, engaging the community, motivating new impact leaders, and getting stuff done. Jonathan wears many professional hats including fundraiser, nonprofit strategist, coach, trainer, adjunct professor, and macro social worker. He leads Equity Warrior Strategies LLC, a consulting company that provides leadership development education and coaching, community engagement strategic planning, and equity training and assessments to the social impact sector.

Session

Becoming a Changemaker: How Fundraisers are Positioned for Advancing Equity
Fundraisers are changemakers. We identify issues, make connections, generate support, and solve problems. These attributes make fundraisers well-positioned for leadership roles helping advance inclusion, diversity, equity, and access in our organizations at any level. This session will share personal stories, identify skills and provide resources for your IDEA success.

Audience: Applied

Josh Meyer, MBA

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Bloomerang - VP, Demand Generation

With over 20 years of experience in fundraising, volunteer management, and marketing, Joshua Meyer brings a wealth of expertise to his current position as the VP of Market Engagement at Bloomerang. As a valued member of the Bloomerang marketing team, Josh spearheads all thought leadership, partner, and field event initiatives for the organization.

Session

Transform Your Relationships: How to Turn Volunteers and Donors Into Super Supporters (Presented by Bloomerang)
  Volunteers play a vital role in the success of nonprofits. They generously offer their time and expertise and can even become dedicated donors. Research reveals that volunteers are 80% more likely to make larger donations than non-volunteers. Additionally, those who volunteer and donate have a significantly higher retention rate. This panel discussion will utilize data and live examples to explore the correlation between volunteers and financial donors.   If you're hesitant to ask your volunteers to become donors or vice versa, this session is tailored to address your concerns. Join us and unlock the full potential of your volunteers and donors without leaving any untapped opportunities behind.

Audience: Applied

From Click to Impact: Enhancing Your Online Donation Journey (Presented by Bloomerang)
Imagine if your nonprofit could retain just 10% more recurring givers than the industry average. Not only would this boost your fundraising efforts and help you reach your goals, but achieving this is as simple as focusing on online giving tools and best practices.   During this panel discussion, we will explore insights from Bloomerang’s Donor Experience Report. This report analyzed the online giving interactions of over 300 nonprofits, where we made $25 donations to various organizations across the U.S. and carefully monitored the outcomes. We will provide practical advice on enhancing your donation process, optimizing your landing page, crafting impactful receipt emails, perfecting your thank yous, and executing effective follow-up strategies.

Audience: Applied

Jethro Miller, MA

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Clinton Foundation - Chief Development Officer

Jethro Miller is Chief Development Officer for Planned Parenthood Federation of America and the Planned Parenthood Action Fund, leading the organization’s national fundraising program. Prior to joining Planned Parenthood in 2014, he spent six years at the American Red Cross, serving as Vice President for Principal and Major Gifts. He has also served as Director of Development for Children's Rights, a national advocacy organization, and as a consultant for CCS Fundraising.

Session

How Capital Campaigns are Changing and What You Can Learn from National Organizations’ Experience
Leaders from three large, national organizations (ACLU, Planned Parenthood Federation of America, and UNICEF USA) will describe how their national capital campaigns have differed from other campaigns, and what innovative lessons and new approaches can be applied to all capital campaigns to make them more successful.

Audience: Applied

Benjamin Miller, MS

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Bonterra - SVP of Data Science and Analytics

Ben Miller is an entrepreneur drawing upon degrees in mathematics and systems engineering to advance applied data science in the non-profit sector. Ben Miller is the SVP of Data Science and Analytics at Bonterra, and has helped raise billions of dollars from tens of millions of donors for thousands of organizations over his career. Ben serves on the Research Council for the AFP and is the Chair of the Fundraising Effectiveness Project.

Session

Fundraising Effectiveness Project 2023 Review - Sector Trends and What To Do About Them
This session will report on national donor retention statistics from the AFP's Fundraising Effectiveness Project now in its 18th year of donor retention analysis. Results from more than 27,000 nonprofits can be used as national benchmarks and realist guidelines for improving performance. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research

Audience: Strategic

Kyra Millich, CFRE, JD

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National Multiple Sclerosis Society - Major Gifts Officer

Kyra is the Major Gift Officer for the Western Region of the United States and co-founder of the Disability Employment Resource Group at the National Multiple Sclerosis Society. After receiving a diagnosis of MS, Kyra transitioned from consumer protection litigation to development - first managing peer-to-peer fundraising events and then as an individual giving professional. She is honored to specialize in genuine empowerment, inspiration and enrollment of persons impacted by disability.

Session

Empowering Communication Strategies Within The Disability Sector
People with disabilities constitute the nation's largest minority group, and the only group any of us can become a member of at any time. Learn perspective and communication techniques to be the best ally possible, and to enroll and inspire 10% of the world's population into your mission.

Audience: Applied

Bill Mintram

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Rideau Hall Foundation - Business Title Director of Indigenous and Northern Relations

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

Session

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

Audience: Strategic

Jenny Mitchell, CFRE, PhD, CEC

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Chavender - Founder and CEO

Chavender’s vision is to help more people do more good. Founder and president of Chavender, Jenny Mitchell (CFRE, DMA), works closely with not-for-profit leaders to change the world - one mission at a time. Before completing her CFRE, Jenny trained as a classical musician and earned her Doctorate of Musical Arts. She brings her creative approach, her drive for excellence, and her passion for people to the world of not-for-profits.

Session

The Journey from 2 to 10 Million: Capital Campaigns and Identity
The Perley Health Foundation undertook – in a timespan of 3 years – a rebrand, a new vision for the organization and launched a $10 Million dollar Capital Campaign that dwarfs their typical annual $2 Million goal. Attend to hear the seven leadership learnings from a leader and executive coach.

Audience: Strategic

Lina Mohamed

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Canadian Cancer Society

Lina Mohamed currently oversees the Mass Marketing vertical at the Canadian Cancer Society. Lina has exercised leadership in navigating complex business challenges, lean budgets, limited resources, and ambiguity by implementing scalable net new strategies across the enterprise. Industry leaders such as the Canadian Marketing Association and Direct Mail Association have acknowledged Lina’s efforts in bringing vision and strategy to life and evolving traditional ideas that have been adopted by the non-profit market.

Session

Not Just CRM Data Anymore! Mega-trends for Non-technical Fundraising Leadership
Why does Amazon message "forgot to complete your checkout" but most non-profits do not? How can we better use our websites (and mobile apps) to build new donor relationships? These are two of the many questions we tackle in this session designed for non-technical fundraising leaders.

Audience: Strategic

Benjamin Mohler, ACFRE, CFRE, MA

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GivingThree - Chief Executive and Principal Consultant

Ben Mohler is the chief executive of GivingThree. Prior to this he served in key advancement roles for Kentucky Community and Technical College System, Eastern Kentucky University, University of North Carolina at Charlotte, Cedarville University, and University of Texas at Austin. Mohler has served previously as a member of the ACFRE Credentialing Board. He currently serves on the AHP Journal Advisory Council and the boards of both AFP Global and United Way of Kentucky.

Session

Before Lights, Camera, ACTION!
Blockbusters get all the press. But even in Hollywood, there’s a lot that happens before the opening curtain. Join us as we look behind the scenes of how philanthropic producers (AKA fundraisers) partner with leadership talent. Together we’ll discuss how cast and crew work together to build a giving culture.   Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

Kerri Mollard, MA, CGC, WBE

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Mollard Consulting - Founder & CEO

Kerri Mollard, CEO, is a sought-after consultant and speaker, and a respected authority on fundraising, board governance, and planning. She has served more than 100 clients, and thousands more through speaking, since founding Mollard Consulting in 2003. Prior to consulting, she worked in positions as varied as PR coordinator, development director, and executive director. She has an MA from Indiana University, BA from Ohio State University, and a Certificate of Nonprofit Board Consulting from BoardSource.

Session

Planning and Budgeting for Fundraising Success
Fundraising goals are often fill-the-gap numbers. The finance team created a budget and worked backwards to determine the fundraising goal. As a profession, we know how well this works! Let’s change that process. This session gives development professionals the knowledge and tools they need to build meaningful goals and budgets.

Audience: Applied

Catherine Moore

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Catherine has served the nonprofit sector for over 20 years, defining and guiding the strategic pathway for technology, digital transformation, marketing, and fundraising at the Canadian Cancer Society and others. She is skilled at understanding and addressing the human concerns that arise during a project as well as the technical challenges that any system transition will bring. A certified change expert, Catherine is committed to bringing the latest change management techniques to nonprofit projects.

Session

Integrating Your Blackbaud Data with Microsoft’s Power Ecosystem (Learning Lab) Presented by Heller Consulting
Discover how you can effectively leverage your Blackbaud data with Microsoft's Power Platform, Power BI, and Dynamics 365 Customer Insights. This session will guide you through enhancing Raiser's Edge data usage with practical demonstrations of advanced segmentation in Customer Insights. You’ll see a short demonstration on how you could segment.

Jaya Mootoo

Photo of Jaya Mootoo
N/A - Equity Seeker

“I am a detail-oriented and driven professional consultant and speaker, poised with an entrepreneurial flare for seeing potential, identifying opportunities and reaping results.” Anti-Oppression and Equity are part of my core values, improving both in the non-profit sector is my priority. With over 20 years of social service and community development experience, I dove right into my new chosen profession, and I added another level to my education by completing the Humber Fundraising Management program.

Session

From Talk to Walk: Building a Diverse Donor Base through Authentic Partnerships (Presented by the Alford Group)
Forget "donor engagement" myths. The time has come to build authentic partnerships with donors of color, whose passion and dedication can transform your organization. This session isn't just about buzzwords - it's about actionable strategies from experts and donors themselves.   Learn how to:   Go beyond tokenism: Discover effective ways to identify and connect with diverse donors on their terms and values.   Break down the barriers: Create an inclusive environment that fosters genuine engagement and is rooted in trust and mutual respect.   Spark lasting commitment: Hear firsthand from donors on what ignites their passion and fuels their giving.   Come join us in creating a movement, not just a moment by discovering how to create a sustainable relationship model that embraces the power of diverse voices in driving meaningful change for your organization’s mission and making the world a better place for ALL people.

Audience: Applied

Alyssa More

Photo of Alyssa More
Freewill - Account Executive

Alyssa is an Account Executive with FreeWill. For the past 4.5 years, she has been working to bring nonprofits of all shapes and sizes to the platform. She specializes in helping smaller size organizations launch and find success with the tools. Prior to FreeWill, she worked in politics. She is a graduate of Vassar College and resides in Brooklyn, NY.

Session

Zero to Hero: Starting a Planned Giving Program (Learning Lab) Presented by Freewill
The historic shift of wealth from older to younger Americans has begun, with Baby Boomers poised to transfer up to $70 trillion in assets. Learn more about what The Great Wealth Transfer means for your nonprofit and get insights into key generational giving trends that you can use to cultivate more transformational gifts this year. You’ll also get a look at how 1,450+ nonprofits are using the FreeWill platform to grow non-cash gifts in support of their missions – and how you can too as you look to take advantage of The Great Wealth Transfer.

Audience: Introductory/Foundational

Rachel Muir, CFRE

Photo of Rachel Muir
Rachelmuir.com - Keynotes, custom training & retreats

When she was 26, Rachel Muir launched Girlstart, a non-profit empowering girls in math, science, engineering and technology in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million and was featured on Oprah, CNN, and the Today show. Today Rachel delivers workshops and offers a monthly membership, League of Extraordinary Fundraisers, transforming people into confident, successful fundraisers.

Session

What Not to Say to Your Donors, Eh? (And What to Say Instead)
Why give you money? Why you and not someone else? One thing: words. Without knowing it a reader thinks... "Wow, they really get me. Sign me up for some of that!" Come strike a memorable chord in a noisy world. Your donors long for it. Your bottom line demands it.

Audience: Applied

Transform Your Relationships: How to Turn Volunteers and Donors Into Super Supporters (Presented by Bloomerang)
  Volunteers play a vital role in the success of nonprofits. They generously offer their time and expertise and can even become dedicated donors. Research reveals that volunteers are 80% more likely to make larger donations than non-volunteers. Additionally, those who volunteer and donate have a significantly higher retention rate. This panel discussion will utilize data and live examples to explore the correlation between volunteers and financial donors.   If you're hesitant to ask your volunteers to become donors or vice versa, this session is tailored to address your concerns. Join us and unlock the full potential of your volunteers and donors without leaving any untapped opportunities behind.

Audience: Applied

Victoria Mullins

Photo of Victoria Mullins
The Ohio State University Extension - Area Leader, Hamilton and Butler Counties

Victoria Fresh is currently the Area Leader for the Hamilton and Butler County Extension programs in the Southwest region of Ohio helping to create opportunities for people to explore how science-based knowledge can improve social, economic, and environmental conditions. While she is early in her career, with just five years under her belt, she has raised just shy of $3 million and enjoys sharing her methods and learnings with her peers.

Session

Philanthropy is Black History: The Untold Stories of Black Philanthropists
Just as with American history, Black philanthropists have largely been forgotten throughout history. Philanthropy is Black History: The Untold Stories of Black Philanthropists, this enlightening session explores the impact of Black donors, past and present, on society and inspires attendees to embrace a more inclusive approach to philanthropy.

Audience: Introductory/Foundational

Frank Mumford, CFRE

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Gravyty - Account Executive

Frank is a fundraiser at heart who found his way into supporting nonprofits through creative software solutions. Frank got his start as a student telethon fundraiser and joined Gratavid after serving as Senior Donor Advisor at The Greater Twin Cities United Way. He serves on the AFP MN Board of Directors and NMU Alumni Association Board, and obtained his CFRE in 2019.

Session

Moving Up or Moving Out: A Donor-Centric Approach to Portfolio Management and Handoffs - (Learning Lab) Presented by Gravyty
In a recent survey of over 160 fundraising leaders, internal handoff and portfolio procedures was one of the top five challenges teams currently face. Not establishing clear internal processes for portfolio management lead to major misses for growing key donor relationships. In this session, two seasoned fundraising experts cover the state of portfolio management and lay out best practices for internal handoffs, relationship continuity and white-glove donor engagement.

A New Era: How to Transform the Traditional Phonathon to Reach Today’s Donors (Learning Lab) Presented by Gravtyty
The phonathon has gone through countless evolutions, from the emergence of alternative channels like email and online giving, to scaled digital giving like GivingTuesday and giving days, to a new focus on the holistic donor experience. The now-standard approach to a hyper-personalized donor experience and the rising costs to hire student callers are shaping the ways advancement teams approach targeted fundraising campaigns like the phonathon. In this session, learn from two leading fundraising experts about how to transform your phonathon to a digital-first approach to reaching and engaging today’s donors.

Matt Nash, MBA

Photo of Matt Nash
The Blackbaud Giving Fund - Executive Director

Matthew Nash is the Executive Director of The Blackbaud Giving Fund, leading the organization’s mission to unleash generosity by connecting people to causes they care about around the world. An experienced executive with a focus on customer relationships, he previously served as the Executive Director of the Generosity Commission Working Group, where he continues to volunteer, focusing on implementing a research agenda aimed at more deeply understanding generosity in America.

Session

Building the Future Mid-Level and Major Donors (Presented by Blackbaud)
Nonprofits are overwhelmed with the level of fundraising they need to do to keep up or even break even. Incoming funds are concentrated on major donors while the middle and small donors are disappearing. The average new donor retention rate is 45%, so it is difficult to know what strategy to employ.   We want to focus on one problem: How to attract and keep younger donors and build the future of loyal mid and major gift donors.   Giving in the workplace has transformed in this century. In today’s landscape, it’s become a tactic for employee engagement and retention and even marketing or brand image strategies.   For nonprofits, workplace giving has the potential to attract younger donors with means (the average age of employees in corporate America is 38, and the average yearly donation is $1,250).   Workplace giving has a corporation’s communication and marketing power behind it because they are using this type of programming to enhance its brand image and keep employees. It also has the element of donor engagement because a key element of workplace giving is the act of volunteering. It encourages collaboration among employees and gives nonprofits an opportunity for donors to really get to know you. Workplace giving also has the amplifying power of a company match for both donations and volunteer actions; and, in many cases, another boost from corporate foundation grants. A majority of workplace giving is inspired by local actions which encourages a closer connection between a donor and the nonprofit.   Estimates of giving through the workplace in 2023 were $5B. But much of what companies have set aside for charitable gifts is left on the table. It’s estimated that between $3 and $7 billion have gone un-donated.

Audience: Applied

Brandon Neal

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Brandon Neal is a subject matter expert in executive management, political strategy, corporate social responsibility, fundraising, organizational and business development problem-solving. A past Senior Executive Service (SES) member in the federal government, he's served as an Advisor to Presidential Cabinet Members, and President and CEOs of national political and non-profit organizations, candidates and campaigns on all levels. On the Obama 2008 campaign, he developed and executed the national BIPOC donor strategy.

Session

Engaging Diverse Donors and Cultivating an Inclusive Donor Base
Are you looking to develop a more inclusive donor program? Join to learn about the strategies and insights gained from high-profile inclusive fundraising campaigns that launched the Smithsonian National Museum of African American History and Culture and the Obama 2008 presidential campaign.

Audience: Applied

Heather Nelson, CFRE, MBA

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BridgeRaise - President and Founder

Heather Nelson is founder and president at corporate fundraising consultancy, BridgeRaise. Heather started her career in program management and fundraising at small nonprofits and for 15+ years has focused on corporate partnership. She has supported 100s of charities raise money from companies by prioritizing aligned values. Heather holds her MBA from Schulich School of Business and is a certified fundraising executive. She is an experienced teacher having taught Introduction to Fundraising at Toronto Metropolitan University.

Session

Corporate Partnership: Handling the Hard Questions
Exclusivity, removing company logos and saying no to employee volunteerism are just a few challenging conversations that charities have with their corporate partners regularly. Learn the mindset and approach you need to tackle these conversations and using real-world examples, we will define a clear approach to respond.

Audience: Applied

Emily Newberry

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OneCause - VP of National Accounts

Emily Newberry is sales and strategy leader in the nonprofit SaaS world. At OneCause, Emily works directly with national nonprofit organizations and their leaders to understand challenges and opportunities and collaborate on ways to engage donors and use technology to meet fundraising and stewardship goals. She works cross-functionally with internal leaders in marketing, product, and operations to ensure we build processes and products for today and tomorrow’s opportunities.

Session

Don’t Close the Door on Your Donors: Intentional Inclusivity in Fundraising Events (Presented by OneCause)
One positive change that arose during the pandemic was the increased access to philanthropy for diverse donors through virtual events and engagement opportunities. But now that we’re spending less time at our screens, large and small, how can nonprofits ensure that access is maintained and that their fundraising strategies?

Audience: Introductory/Foundational

Chrissey Nguyen Klockner

Photo of Chrissey Nguyen Klockner
Carlos Rosario International Public Charter School - Director Of Development And Communications

Inspired by her family of immigrants, Chrissey strives to break the barriers facing women of color, to lift up and support other people from immigrant backgrounds, and to build community with other fundraisers. As a fundraising professional, she has built and expanded fundraising programs in Texas, Chicago, and Washington, D.C., and has led nonprofit leadership teams through fundraising growth and strategic challenges. To date, she has raised over $18 million for causes nationwide.

Session

Becoming a Changemaker: How Fundraisers are Positioned for Advancing Equity
Fundraisers are changemakers. We identify issues, make connections, generate support, and solve problems. These attributes make fundraisers well-positioned for leadership roles helping advance inclusion, diversity, equity, and access in our organizations at any level. This session will share personal stories, identify skills and provide resources for your IDEA success.

Audience: Applied

Sarah Nielsen

Photo of Sarah Nielsen
Relativ Impact - Managing Director

Sarah Nielsen is the Managing Director of Relativ Impact, an impact solutions provider serving purpose-driven organizations in over forty countries. She has experienced in multiple levels and areas of social sector management including fundraising, communications, impact measurement, and project development. Sarah completed post-graduate studies in fundraising management and international development in Canada before working in development roles across Southern Africa.

Session

Manage and measure your impact as a strategic asset
Do you want to leverage your environmental and social impact to mobilize resources more effectively? Are you looking to measure and communicate your current impact better? In this session, we will help you create impact management plans that engage your stakeholders, meaningfully measure outcomes, and strengthen your fundraising strategies.

Audience: Applied

Elisabeth Noble, CFRE

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Canadian Alliance To End Homelessness - Philanthropy Lead

Elisabeth Noble, CFRE is the Philanthropy and Campaign Lead at the Canadian Alliance to End Homelessness. She has raised millions of dollars for social, cultural and environmental organizations in the USA and Canada. She holds a BFA from Concordia University and is dedicated to exploring the way that culture, storytelling, music and art can act as critical levers in solving the world's intersecting crises.

Session

Cultivating Abundance - Big Gifts for Small Shops
Can small nonprofits raise major gifts? You bet! Let's break down the taboos surrounding money and explore cultivating a mindset of abundance. You'll leave with the confidence you need and the practical steps of how to identify, qualify, cultivate, solicit, and steward major gifts.

Audience: Introductory/Foundational

Katie Norton

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Perkins School For The Blind - Social Media Strategist

Katie Norton is an extremely passionate advocate for folks with disabilities, especially the Deaf and Hard of Hearing. As a person with hearing loss, Katie wears hearing aids and uses social media to spread awareness about the disability community and access needs, as well as empowering others with hearing loss. Currently, Katie is the Social Media Strategist at Perkins School for the Blind, focusing on digital storytelling and disability inclusion online.

Session

Just Do It!: Kickstarting Your Inclusive Fundraising & Communications Practice
1 in 4 Americans are disabled. 20% of Generation Z are LGBTQ+. The BIPOC-identifying population grows yearly. Inclusion cannot be an aspiration; it has to happen now. Informed by lived experience, Queer fundraiser Ali Kane and Hard-of-Hearing social media expert Katie Norton offer proven practices, prioritizing accessibility, representation, and intersectionality.

Audience: Applied

Craig O'Neill

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Kindsight (iWave+ UCinnovation + NOS) - CEO - Kindsight (formerly iWave)

Craig has a 30-year track record of building innovative software companies in customer relationship management, wealth management, and payments. Prior to joining iWave, Craig was the CEO of Versapay, a fintech company that serves over a million buyers and sellers on its business-to-business billing and payment network. He holds a B.Sc. from the University of Toronto in Computer Science and Mathematics.

Session

Fundraising Intelligence: The New Standard in Modern Fundraising (Presented by Kindsight (iWave+ UCInnovation + NOS)
Giving is shifting, competition for funds is increasing, and retention is at an all-time low. Now more than ever, it is imperative for organizations to embrace personalization and individualized approaches to donor engagement. But how do you do this with limited resources and a wide range of diverse responsibilities?   Join us to dive into the new standard of modern fundraising; fundraising intelligence and the transformative power of big data, automation, and AI. Learn how to optimize efficiency, overcome resource constraints, and deliver a personalized engagement experience to every donor, thus empowering your organization to thrive in an ever-evolving nonprofit landscape.

Audience: Applied

Tanya Odom

Photo of Tanya Odom

Tanya M. Odom, Ed.M., is a global consultant, writer, coach, and diversity, equity, and inclusion, Civil Rights thought leader and mindfulness practitioner. She has worked globally for over 20+ years, in over 40 countries. Tanya’s areas of expertise include Wellbeing, mindfulness, Diversity, Equity, and Inclusion, Leadership Coaching, Educational Equity, Philanthropy among others. Tanya’s unique portfolio career has allowed her to work in the education, private sector/corporate, not-for-profit/NGO, law enforcement, and in university/college arenas.

Session

Demystifying Wellbeing: Taking the “Woo Woo” out of Individual and Organizational Wellbeing
This interactive session will focus on demystifying “wellbeing” by sharing research and practical examples of the how to prioritize individual and organizational wellbeing. The session will illuminate the importance of wellbeing as foundational element for leadership.  The session will also highlight the important connection between wellbeing and inclusion.

Audience: Introductory/Foundational

Abigail Oduol, CFRE, MA

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Earthjustice - Senior Development Officer, Planned Gift

Abigail Oduol is a Senior Development Officer, Planned Gifts at Earthjustice. Abigail’s work experience includes 3 years in Kenya and Ethiopia in refugee resettlement, work as an autism behavior therapist and a graduate degree in Transformational Urban Leadership. Abigail has lead initiatives such as a Black employee affinity group, a parenting support group and launching an organization wide initiative to retain Black staff.

Session

Moving Toward Equitable Futures: A CCF Panel
In this panel discussion, Rachel D’Souza will facilitate a spirited and informative discussion with members of the CCF Global Council to explore learnings from and experiences in the movement, and how including CCF’s core principles in your organization’s fundraising strategy can lead to larger contributions and more committed donors/funders.

Audience: Applied

Irshad Osman, MBA

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University Of Toronto - Senior Development Officer

Imam Irshad Osman (MSc, CFRE) is an Imam by training and a fundraiser by profession. He has worked and studied on three continents. Passionate about inclusive philanthropy. Supporter of international, and educational causes. He has participated in the Fellowship in Inclusion & Philanthropy, Interfaith Innovation Fellowship project, and KAICIID International Inter-religious Fellowship. Speaker and advocate for social justice, true inclusion, anti-hate, anti-racism, etc.

Session

Faith, Fundraising, & Death - 3 traditions, unlimited questions
A trio of Jewish, Muslim and Christian fundraisers explain what you need to know about legacies giving plus customs about death and giving. Bring your questions, there are no dumb ones! A safe space to talk about death, faith and money is a gift we offer to the fundraising community.

Audience: Applied

Lori Overmyer, Chair of AFP Research Council, and AFP Foundation for Philanthropy Fundraising Board Member

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Goettler Associates - Vice President

Lori Hunter Overmyer, MBA, CFRE has more than twenty-five years of professional fund-raising experience with a focus on the arts, social, and human service organizations. Her professional expertise includes implementing annual and capital fund-raising plans, strategic analysis, major donor solicitation, and establishing development procedures to maximize effective operations and communications.

Session

Emerging Trends in Fundraising Research (Sponsored by AFP Foundation for Philanthropy)
Join the AFP Foundation for Philanthropy for an engaging panel discussion with fundraising scholars from around the country. Learn about their cutting edge research - both recently published and in process - and consider how it can be applied to improve your fundraising.

Audience: Applied

Maxwell Pamphile

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Altrata – WealthEngine, Wealth-X, And RelSci - Senior Director of Strategic Partnerships

As the Senior Director of Strategic Partnerships at Altrata, Maxwell Pamphile has dedicated over seven years to collaborating with nonprofit organizations. His role has involved partnering with more than 30 CRM companies, significantly enhancing fundraising workflows. Specializing in donor research, wealth insights, and relationship intelligence, Maxwell has developed a keen understanding of the nonprofit sector.

Session

Smart Giving: Streamlining Nonprofit CRM with Wealth Data and Relationship Dynamics (Learning Lab) Presented by Altrata
In this session, we will explore 'Smart Giving': a strategy that revolutionizes nonprofit fundraising by integrating wealth insights and relationship dynamics into CRM systems. We'll uncover how this approach enables more targeted, efficient, and personalized donor engagement. By the end, you'll understand how to leverage these insights to maximize fundraising efforts and build stronger, more fruitful relationships with potential donors. Let's dive into how you can transform your organization's approach to giving.

Audience: Strategic

Christy Passmore, MA

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Vision Philanthropy Group - Senior Advisor

Christy Passmore joined Vision Philanthropy Group July, 2022 following almost 40 years in staff leadership roles honing skills ranging from mass communications and volunteer management to major gifts development. More than half her career was spent at Vanderbilt University (1990-2011) where she managed two campaigns: $50 million to build a free-standing Childrens Hospital immediately followed by the planning and implementation of Vanderbilt’s first billion dollar-plus campaign, Shape the Future, which secured more than $1.8 billion.

Session

Be Bold Better: What It Takes To Create Transformational Gifts
This highly interactive session will deepen participants’ understanding of what transformational giving is and how they and Board partners can develop the skills and actionable tools to create transformational gifts through concepts like BIG VISION, Signature Language, Bold Listening, the Science of Rituals, and leave invigorated to Be Bold Better!

Audience: Applied

Holly H. Paulin, CFRE

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Broccoli - Partner

Holly H. Paulin, CFRE has been a professional fundraiser for over 20 years. She’s equally passionate about emotional storytelling and good data analytics, and strongly believes that the best fundraising happens at their intersection. After working as both a front-line fundraiser and a consultant, Holly co-founded Broccoli in 2021. She is a graduate of Humber’s Fundraising program, holds a B.Sc. from Mount Allison University, and served as Co-Chair of AFP Ottawa’s 2021 Fundraising Day conference.

Session

How to Create a Donor Newsletter That Raises Money
Donor newsletters can play a key role in your annual (and legacy!) fundraising strategies. Join Holly to learn how to plan and execute all the details of a newsletter appeal, how and when to integrate digital with print, what data to track, and get inspired by lots of real-life examples!

Audience: Introductory/Foundational

Stephen Peeler

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Trust For The National Mall - Senior Director of Philanthropy

Stephen E. Peeler, Senior Director of Philanthropy at the Trust for the National Mall, is a seasoned professional with an impressive track record in fundraising and organizational management. Stephen is responsible for developing and executing effective strategies that help the organization achieve its annual operating and campaign revenue goals. He is a confident leader who brings his expertise in fundraising and operational best practices to the Trust, to achieve excellence.

Session

Challenges of Being A Black Male In Fundraising
Join an engaging conversation about being a Black Man in fundraising. This will be a safe space to talk about real situations and outcomes. Are you open-minded and want to learn how to be more aware of situations? Be ready to listen, learn, and share!

Audience: Applied

Ligia Pena, CFRE, AFP Master Trainer, M.Sc.

Photo of Ligia Pena
GlobetrottingFundraiser - International Legacy Consultant

Ligia Peña, CFRE is President of GlobetrottingFundraiser, specializing in helping charities develop & implement their fundraising and legacy strategy. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think about legacies differently by daring to be creative and innovative.

Session

Culture Shock: Understanding Death Rituals and Superstitions in a Diverse World
In today’s culturally aware society, having rich legacy conversations with donors requires understanding their customs and superstitions surrounding death and dying. This session will cover some of the main diaspora cultures in North America so you can feel better prepared to engage with donors in a culturally-sensitive way about legacies.

Audience: Applied

From Click to Impact: Enhancing Your Online Donation Journey (Presented by Bloomerang)
Imagine if your nonprofit could retain just 10% more recurring givers than the industry average. Not only would this boost your fundraising efforts and help you reach your goals, but achieving this is as simple as focusing on online giving tools and best practices.   During this panel discussion, we will explore insights from Bloomerang’s Donor Experience Report. This report analyzed the online giving interactions of over 300 nonprofits, where we made $25 donations to various organizations across the U.S. and carefully monitored the outcomes. We will provide practical advice on enhancing your donation process, optimizing your landing page, crafting impactful receipt emails, perfecting your thank yous, and executing effective follow-up strategies.

Audience: Applied

CANCELLED Engaging Meaningfully with Donors Through a Gift in Will Pipeline
Donor engagement is key to fundraising success yet charities fail to meaningfully engage with its most loyal, long-term donors, resulting in dwindling legacy programs. This research and data-driven deep dive will teach how to create love-filled marketing and engagement activities for every stage of your gift in wills pipeline.

Audience: Applied

Shaminda Perera, MA

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Shaminda Perera, MEd. is Volunteer Canada’s Knowledge, Practice and Learning Lead. He leads an innovative and future-focused portfolio that works across the organization and our diverse stakeholders to build and deliver a learning agenda that strengthens Canada’s volunteering infrastructure. With over 2 decades of experience as a Performance and Learning professional, since 2012, he has been leading learning initiatives to support not-for-profit organizations and community groups to apply best practices in volunteer involvement.

Session

Canadian Knowledge Hub for Giving and Volunteering (Learning Lab)
The data shows that trends in donor behaviour, volunteerism and the social purpose sector are rapidly changing. To adapt to these changes, it is paramount that practitioners and supporters of the sector embrace data-driven engagement. Data-driven insights lead to better decisions that drive effective volunteer involvement, fundraising, and better outcomes from essential programs, services and fund development strategies that meet evolving community needs. In this session, we introduce a formidable tool to harness the power of data-driven insights – the Canadian Knowledge Hub for Giving and Volunteering.

Audience: Strategic

Pamela Perkins Dwyer, MA, CFRM

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Los Angeles Master Chorale - Major Gifts Officer

Pamela Perkins Dwyer, Major Gifts Officer at the Los Angeles Master Chorale in downtown Los Angeles. Pamela has fundraised for over 20 years and believes that good stewardship has led to her success. She currently serves on the AFP Foundation Board and recently served on the Global Board. She currently serves on community boards. Pamela has a bachelor’s from Howard University, master’s from Boston University and her Certificate in Fundraising Management from Indiana University.

Session

Stewardship: Why We Need to Say Thank You" So Many Times
Saying thank you to donors should be easy yet many fundraisers are left wondering why they didn't get the next gift, a bigger gift, or any response from their loyal donors. What are we doing wrong? This session will discuss different ideas to meet the donors needs.

Audience: Applied

Gail Perry, CFRE, MBA, AFP Master Trainer

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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.”

Session

Create a Fired-Up High Performing Board
Let’s create a board that’s fired-up, enthusiastic and ready to work. Discover how to change your board’s culture, build an internal culture of philanthropy, and create new involvement and commitment. You’ll learn 10 ways to Liven Up Your Board Meetings, and the Tough Questions to discuss with your board.

Audience: Applied

Nick Peyton

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Fred Hutchinson Cancer Center - Director of Philanthropic Gifts

Nick Peyton is a seasoned fundraiser, currently serving as the Director of Philanthropic Gifts at Fred Hutchinson Cancer Center. In this role, Nick is part of the fundraising team responsible for a $3B comprehensive campaign for Fred Hutch. With expertise in major gift fundraising, he has worked for and managed teams at organizations including the University of Washington, Pacific Science Center, Washington State Opportunity Scholarship, and Epiphany School.

Session

Engaging Stakeholders to Champion Philanthropy ( Presented by Advancement Resources)
Philanthropy is a powerful solution to many challenges and roadblocks in modern healthcare—but the case for philanthropy is complex, and many organizational stakeholders don’t understand it fully. In this session, panelists will present the case for investing in major gift fundraising and share real-world examples of how that information can be leveraged to recruit faculty, researchers, and others as champions who understand and are committed to the tremendous opportunity in healthcare philanthropy today.

Audience: Strategic

Ken Phillips, MA, 2nd MA

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NGO Futures LLC - NGO consultant, mentor, author

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

Session

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

Audience: Strategic

Justin Pilon

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Huron University College - Associate Vice President, Advancement

Justin Pilon is the Associate Vice President, Advancement at Huron Unviersity College, an affiliate of the University of Western Ontario dedicated to educating Leaders with Heart. With over 10 years of experience in higher-education philanthropy, Justin is a passionate facilitator of conversations that help donors and organizations achieve their philanthropic and fundraising goals and create opportunities for students to pursue a world-class education. Justin is the Past Chair of the London Ontario Chapter of CAGP.

Session

So, You’re Thinking About Leadership?
Being a fundraiser doesn’t prepare you to be a leader. Often though, career advancement only comes from moving into a leadership role. Join an interactive workshop to identify the skills needed to advance, how to prepare for a leadership role, and what to do once you get there.

Audience: Applied

Allison Plattsmier, CFRE, Ed.D, CAP, ANCP, GPC

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Jordan Thomas Foundation - Executive Director

Dr. Quintanilla Plattsmier has over twelve years of experience in the nonprofit sector, has worked with 75+ organizations and raised approximately $5 million. She currently serves as Executive Director of Edgehill Neighborhood Partnership and CEO of AQP Consulting. She was the youngest recipient of AFP's Outstanding Young Professional in 2018 and is a graduate of AFP's WII Leadership Development Program. She currently chairs AFP’s Emerging Leaders Mentor program.

Session

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.

Audience: Applied

Anthony Pomonis, CFRE

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Cognitive Empowerment Consulting Group, LLC - Co-founder

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

Session

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

Audience: Introductory/Foundational

Kirsten Primozic

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As Product Operations Manager for GiveSmart by Community Brands, Kirsten Primozic revels in delving deep into data and analytics to unearth the narratives they reveal. Kirsten's expertise extends to helping nonprofits leverage fundraising insights gleaned from extensive data analysis, empowering them to make informed decisions that drive increased donations. She finds satisfaction in transforming seemingly endless data into actionable strategies that make an impact.

Session

Mastering the Art of Year-Round Donor Engagement: Strategies to Acquire, Retain, and Inspire Donors (Presented by GiveSmart)
In a landscape marked by dwindling donors, retention, and engagement, it's time for bold steps toward sustainable growth. Join us to learn how to identify donor gaps and opportunities, implement a year-round fundraising approach, and expand your donor base to raise more in 2024 and beyond. Learn how to understand your fundraising outcomes and how they fit into your organization’s overall financial puzzle to identify potential fundraising opportunities and donor segments. Walk away with actionable fundraising insights and real-life nonprofit fundraising campaign ideas.

Audience: Applied

Tiffany Quivers, MA

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Tiffany Quivers has over twenty years experience in training, strategy and leadership development. She is an accomplished facilitator and curriculum developer that is known for designing learning experiences that engage learners and lead to new conversations and actions. She is a sought-after speaker for organizations such as Association for Talent Development and The Executive Leadership Council. Tiffany has worked domestically and internationally with organizations to guide and manage change and increase effectiveness.

Session

Inspire and Influence Others to Act: Get Out of Your Head. Get Into Your Heart
Do you need someone to support your organization? Are you trying to get others excited about following your lead? Do you have an idea that you want others to get behind? In this session, we will teach you a framework to communicate more effectively to influence others, to refine your storytelling and access and leverage your secret weapon - your authentic voice.

Audience: Applied

Naomi Racette

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NIB Trust Fund - Executive Director

Naomi Racette is a Cree/Métis from Saskatchewan. As Executive Director of the NIB Trust Fund, the largest funding organization of Indigenous peoples in Canada, she has been granting funds to self-determined projects addressing the harms of residential schools. A relationship builder, Naomi is proud of the strong financial management and leadership established at the Trust Fund. Naomi is inspired every day by survivors, elders, youth, communities, and organizations, moving forward grounded in traditional ways.

Session

Strategies for Indigenous Engagement in Fundraising: Lessons Learned and Shared (Sponsored by Veritus Group)
Learn how to collaborate effectively with Indigenous peoples, communities, and donors by exploring the largest fundraising campaign for First Nations Peoples in Canada. Discover strategies for aligning donor and indigenous objectives through building relationships based on trust, centering Indigenous voices, and mindful messaging to make a positive impact together.

Audience: Applied

Manju Ramachandran, CFRE

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San Jose State University - Director of Development

Inspired to be “in service to others,” Manju Ramachandran 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 SJSU, India Community Center, Second Harvest Food Bank and All Stars Helping Kids. 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.

Session

How We're Transforming Our AFP Chapter Through a Commitment to IDEA
AFP Silicon Valley Board Members will share how they're transforming CA Chapters with the innovative IDEA Fellowship for diverse fundraisers. Learn about launching the program with provided tools and templates after a group discussion and interactive brainstorm about your Chapters commitment to IDEA.

Audience: Applied

Kitty Raman Costa

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Parkdale Community Foodbank - Executive Director

With over 8 years of experience in nonprofit leadership, I am dedicated to supporting my community. At the Parkdale Community Food Bank, I am excited to have the opportunity to work towards causes that I am extremely passionate about: food justice, security & sovereignty. Food is a human right. When it comes to fundraising, every penny counts and makes a difference in our mission

Session

$500K Raised, Zero Fees Paid : Free Online Fundraising in a World of Hidden Fees (Learning Lab) Presented by Zeffy
Explore the truth behind "free" online fundraising platforms in this eye-opening session with Kitty from Toronto’s Parkdale Community Foodbank and François from Zeffy. They will share how critical it is to select the right online fundraising tools — because every penny counts. Learn how a 100% free online fundraising approach helped Kitty’s food bank's mission, and gain insights on maximizing donations. Discover a new fundraising paradigm that promises transparency and zero fees, where charitable pursuits retain their full impact. Join us for a candid talk on making every donated dollar work harder for your cause.

Leah Rapley

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Profound Gentlemen - Director of Development

Leah Rapley is the Director of Development of Profound Gentlemen, a nonprofit committed to retaining male educators of color, and serves on the Community Centric Fundraising Global Council. She received a Masters in International Education Development from George Washington University and Bachelors in Anthropology from Davidson College.

Session

Moving Toward Equitable Futures: A CCF Panel
In this panel discussion, Rachel D’Souza will facilitate a spirited and informative discussion with members of the CCF Global Council to explore learnings from and experiences in the movement, and how including CCF’s core principles in your organization’s fundraising strategy can lead to larger contributions and more committed donors/funders.

Audience: Applied

Killian Raynor

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Donorbox - Head of Europe

Killian Raynor, a European nonprofit veteran, brings a proven fundraising track record from his time at the Red Cross and World Vision. Driven by a belief in creating lasting change, he excels in relationship-building, predictive fundraising, crafting creative campaigns, and securing the resources needed to make a difference.

Session

Are You Fit to Fundraise? Transform Your Donation Form for Greater Giving (Learning Lab) Presented by Donor Box
Are you looking to boost your fundraising efforts, bring in more donations, and better support your mission? The solution could be simpler than you think - transforming your online donation form! A well-designed form builds donor trust, improves the donor experience, and makes donating fast and easy, leading to increased gifts. In this interactive session, Donorbox experts will discuss the key elements of a successful donation form through a comprehensive “donation form fitness test.” You’ll leave with several actionable tips and the knowledge to get your form into shape, helping you raise more funds for your cause.

Audience: Introductory/Foundational

Meghan Rehbein

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Rutgers University - Dean, Douglass Residential College

Meghan Rehbein serves as the eleventh Dean of Douglass, a role she has held since July 2022. Dr. Rehbein joined Douglass in 2018, serving most recently as Associate Dean for Strategic Initiatives where she developed new opportunities for collaboration, with a special focus on communications and sustainability. Prior to that, she led the record-breaking conclusion of the highly successful Power of 100 Years Campaign on behalf of Douglass.

Session

Women’s Leadership Journeys: Success in the face of organizational design, diversity and imposed imposter syndrome
Using a storytelling style, join in the conversation of common leadership challenges as four women reflect on their journeys to executive C-suite roles, attaining success for their organization and their careers.     Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

Liz Rejman

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Liz Rejman + Co. - Fundraising Operations Consultant

Liz Rejman has spent 25 years working in the fundraising profession in a variety of sectors. She has presented on the topics of leadership, ethics, fundraising operations, prospect development, data management, effective meetings, and recruitment and selection, at numerous conferences. Liz is a past President of Apra. She is contributor to the book “The Vigilant Fundraiser” and co-editor and contributor to the book "Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers".

Session

Fill your Prospect Pipeline: Internal and External Methods to Finding Your Next Major Gift Donors
Internally, your next individual major gift donor is probably already connected to your organization. Understand how you can mine your database to develop your pipeline of major gift donors. Externally, what happens if there is still a gap? Discover resources “out there” to identify viable major donors to your organization.

Audience: Applied

Ruane Remy, MJ (Master of Journalism)

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Toronto Metropolitan University - Communications Officer

Ruane Remy is experienced at crafting persuasive narratives that inspire donors to give millions of dollars to fund innovation and equity in health care, medical research, and leading education. She specializes in developing proposals, grants, and cases for support, which have been key in securing gifts as generous as $50 million-plus. Her experience in advancement communications spans supporting higher education at Toronto Metropolitan University and top Canadian hospitals at University Health Network through UHN Foundation.

Session

Write and Wrong: Developing Million Dollar-plus Proposals
Proposal structure, wording and imagery could motivate some donors to give to your organization, and cause others to take their generosity elsewhere. We will discuss inspiring with emotion and justifying with logic, including the steps to take and the ones to avoid when your goal is securing a significant gift.

Audience: Introductory/Foundational

Dale Richardson, JD

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Dale Richardson, Esq. is a dynamic leadership speaker, attorney with two decades of experience, and dedicated development officer. Passionate about empowering individuals, Dale inspires with his high-energy approach and commitment to purpose-driven living and leadership. As a certified John Maxwell Team member for almost a decade, Dale's expertise makes him a go-to source for leadership insights, working with Fortune 500 companies and diverse organizations to unlock their full potential.

Session

CANCELLED Unleashing Leadership Potential: Coaching for Nonprofit Success and Building Inclusive Teams
Unleash your leadership potential and build strong, diverse, and inclusive teams in your nonprofit organization. This interactive workshop using John Maxwell's leadership principles teaches effective communication, team-building strategies, and how to create a culture of success. Gain valuable insights and actionable steps to enhance your leadership skills.

Audience: Introductory/Foundational

Maria Rio

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Maria has over a decade of fundraising and non-profit experience. Her op-eds have been featured in national publications such as the Globe and Mail, the Toronto Star, and CCF. She is frequently asked to speak at webinars and conferences and was a finalist for the national 2022 Charity Village Best Individual Fundraiser Award. Maria also hosts The Small Nonprofit podcast and sits on the Board of Living Wage Canada.

Session

Stepping Out to Fit In: How diverse consultants are reaching success on their own terms
Sometimes the best way to change the system is from the outside. From this panel you’ll hear from a diverse group of fundraisers who found more alignment, freedom, and success working as consultants. Understand how they incorporated their identities into their work to show up authentically as their whole selves.

Audience: Strategic

Yael Rosen, CFRE

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Yael Rosen, CFRE has been working as a non-profit professional and volunteer for over 20 years. She is currently the Director of Community Engagement, for MAZON: A Jewish Response to Hunger and has also worked as a fundraiser for Repair the World, Momentum, Mattel Children’s Hospital at UCLA, Starlight Children’s Foundation, and United Jewish Appeal. Her volunteer time has been dedicated to roles in non-profit organizations specifically serving Jewish causes, youth, and education.

Session

You Can Be More Than Remotely Successful Fundraising Remotely
While meeting prospects face-to-face is the preferred method, raising money while video-conferencing is becoming increasingly common. In this session, we will provide strategies for fundraisers stewarding donors and cultivating gifts without a single in-person meeting. You will learn best practices for successfully working remotely while developing deep connections with colleagues.

Audience: Introductory/Foundational

Ann Rosenfield, CFRE, MBA

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Temple Sinai Congregation Of Toronto - Chief Development Officer

Ann has won awards in 5 domains of fundraising from 5 different assocations. She is the only person to be part of the winning team for the Mo Davies Award for Excellence in Small Charity Fundraising for 2 different charities - as an ED and as a Board leader. She is proud to have volunteered with Rainbow Railroad and Outright get their starts in fundraising.

Session

Faith, Fundraising, & Death - 3 traditions, unlimited questions
A trio of Jewish, Muslim and Christian fundraisers explain what you need to know about legacies giving plus customs about death and giving. Bring your questions, there are no dumb ones! A safe space to talk about death, faith and money is a gift we offer to the fundraising community.

Audience: Applied

Scott Rosenkrans

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DonorSearch - Associate Vice President, DonorSearch Ai

Scott Rosenkrans is the Associate Vice President of DonorSearch Ai and has been with the organization for three years. He began his journey in the nonprofit sector twelve years ago as a prospect researcher. He quickly became fascinated with data as he noticed the organization that he previously worked for was amassing a wealth of information but was unsure how to efficiently use the data and resources to its full potential.

Session

Predictions and Personalization: Leveraging AI to Supercharge Your Nonprofit through Precision Philanthropy (Presented by DonorSearch)
Explore the transformative power of AI in philanthropy with 'Predictions and Personalization.' This presentation unveils how nonprofits can harness artificial intelligence to personalize donor engagement, optimize fundraising strategies, and predict giving trends. Learn to leverage precision philanthropy through a practical blend of Predictive and Generative AI for amplified impact.

Audience: Applied

Bernard Ross, MA

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=mc Consulting - Director

An internationally regarded expert on strategy and behavioral science, he’s written 8 award winning books on fundraising. Breakthrough Thinking won best non-profit book in the USA. He’s advised many of the world’s leading INGOs: UNICEF, UNHCR, IFRC, ICRC and MSF, And raised money for Europe’s largest scientific experiment, for the biggest refugee camp, to house the world’s largest dinosaur in Argentina, and to save the last 800 great apes in Africa.

Session

Making the Ask- using neuroscience in your solicitation
Leave old-school moves management behind and use the latest thinking in neuroscience in your major donor fundraising. Discover 20 science-based tools to engage your prospect while soliciting your next major gift. The session is almost entirely interactive under five broad headings- Passion, Proposal, Preparation, Persuasion, and Persistence.

Audience: Applied

Jodie Ruediger, CFRE

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Habitat For Humanity International - Habitat for Humanity International

Jodie has worked in the space of fundraising, events, and communications for more than twenty years, honing her craft in the corporate, nonprofit, and military sectors. Her specialties are Peer-to-Peer, corporate sponsorship, and development coaching and training. She is a CFRE and serves on 2 IDEA committees at AFP Global. She currently works for Habitat for Humanity International in Resource Development, creating, curating, and connecting best fundraising practices for the organizations 1,000 U.S. affiliate offices.

Session

Empowering Change: Engaging Black Communities and Donors in Fundraising
In today's dynamic philanthropic landscape, the importance of engaging and empowering Black, Indigenous and people of color ( BIPOC) communities and donors cannot be overstated. Many nonprofit organizations have faced challenges in actively engaging Black donors in the United States for various reasons — historical context, lack of diverse representation, limited awareness and outreach, and cultural sensitivity, to name a few. Habitat has recognized these challenges and is actively working to address them. In this session, you will gain insight into housing disparities affecting Black communities, discover innovative philanthropic strategies, and leverage cultural competency to amplify Black voices. Join us as we delve into the important and timely topic of engaging Black donors in fundraising at HFHI, which can empower Black donors as agents of change and create a more equitable future for all.

Audience: Strategic

Tanya Rumble, CFRE, MPNL (MA)

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Toronto Metropolitan University - Executive Director of Development, Faculty of Arts

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

Session

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

Audience: Strategic

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

Audience: Strategic

Scott Russell

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Passionate consultant, facilitator, and former CEO on a mission to empower non-profits to thrive through strategic planning, leadership coaching, and board development. Making it easier for leaders to lead, one innovative solution at a time. Scott has worked alongside non-profits across the country, applying his unique perspective and skills to co-design solutions to their biggest and most urgent problems.

Session

Challenges of Being A Black Male In Fundraising
Join an engaging conversation about being a Black Man in fundraising. This will be a safe space to talk about real situations and outcomes. Are you open-minded and want to learn how to be more aware of situations? Be ready to listen, learn, and share!

Audience: Applied

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Nicole Salmon

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Boundless Philanthropy - Founder & Principal

Nicole brings extensive experience working in the nonprofit and charitable sector as a curious leader and fund development strategist. She is the founder of Boundless Philanthropy, a consultancy providing a range of services, including sustainable business modeling, strategy development, and Raiser’s Edge database configuration and support. She is a co-Editor of the book Collecting Courage: Joy, Pain, Freedom, Love, and former book review panelist and contributing editor with the defunct online publication The Charity Report.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Salvatore Salpietro

Photo of Salvatore Salpietro
Fundraise Up - Chief Partnerships Officer

Salvatore Salpietro is the Chief Community Officer of Fundraise Up, a technology company unlocking the world’s generosity potential by optimizing how people give. He also currently serves on the board of AsiaWild.org. Prior, he served as Director of Digital for Child Mind Institute, a nonprofit focused on children's mental health, and a technologist in academia.

Session

Not Just CRM Data Anymore! Mega-trends for Non-technical Fundraising Leadership
Why does Amazon message "forgot to complete your checkout" but most non-profits do not? How can we better use our websites (and mobile apps) to build new donor relationships? These are two of the many questions we tackle in this session designed for non-technical fundraising leaders.

Audience: Strategic

In a Donor Experience, Everything is Love or Lost (Presented by Fundraise Up)
Everything (read: everything) contributes to donor loyalty or to losing them. Every single field, pixel, word, checkbox, payment method, or lack thereof is going to be a negative or positive contributor to the donor experience. Short-term gains are won by improving conversion rates through better digital experiences, while longer-term gains are earned through trust. In this session you'll learn how to see your donor experience from the other side. For donors, nonprofit teams, and beneficiaries of the mission you work so hard on; the impact is real and tangible.

Audience: Strategic

Navigating Donor Expectations In a Smartphone World (Learning Lab) Presented by Fundraise Up
Showcasing Fundraise Up's robust mobile-centric features and user interface, designed to meet and exceed the expectations of modern donors. We'll highlight functionalities that ensure your nonprofit is equipped to provide a seamless and intuitive giving experience on any mobile device. Expect to learn about: - Mobile-optimized donation forms that increase conversion rates - One-click donations via Apple Pay, Google Pay, and other mobile wallets - Personalized mobile outreach strategies to engage new donor demographics - Real-time analytics and how they can inform your mobile fundraising strategy. We will also discuss emerging demographics that are more likely to contribute when approached with mobile-friendly giving options. By understanding these groups and their preferences, your organization can tap into new sources of support and foster lasting donor relationships.

Audience: Applied

Aaron Sanderson, ACFRE, CFRE

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Kids Help Phone - SVP, Advancement & Chief Development Officer

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

Session

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

Audience: Strategic

Megan Sanko, MA

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Gravyty - Enterprise Account Manager

Megan Sanko is a seasoned fundraising professional with more than 16 years of frontline fundraising experience. With various roles, including Assistant Director of Digital Fundraising at the Wildlife Conservation Society and Director of Institutional Engagement at the Intrepid Sea, Air & Space Museum, she has spent most of her career focused on individual, corporate, and event fundraising. She is now a product expert and account manager at Gravyty.

Session

Moving Up or Moving Out: A Donor-Centric Approach to Portfolio Management and Handoffs - (Learning Lab) Presented by Gravyty
In a recent survey of over 160 fundraising leaders, internal handoff and portfolio procedures was one of the top five challenges teams currently face. Not establishing clear internal processes for portfolio management lead to major misses for growing key donor relationships. In this session, two seasoned fundraising experts cover the state of portfolio management and lay out best practices for internal handoffs, relationship continuity and white-glove donor engagement.

A New Era: How to Transform the Traditional Phonathon to Reach Today’s Donors (Learning Lab) Presented by Gravtyty
The phonathon has gone through countless evolutions, from the emergence of alternative channels like email and online giving, to scaled digital giving like GivingTuesday and giving days, to a new focus on the holistic donor experience. The now-standard approach to a hyper-personalized donor experience and the rising costs to hire student callers are shaping the ways advancement teams approach targeted fundraising campaigns like the phonathon. In this session, learn from two leading fundraising experts about how to transform your phonathon to a digital-first approach to reaching and engaging today’s donors.

Adrian Sargeant, PhD

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Institute For Sustainable Philanthropy - Co-Director

Adrian Sargeant PhD is Co-Director of the Institute for Sustainable Philanthropy. He is one of the world's leading fundraising academics and was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. He is the author Fundraising Principles and Practice, Building Donor Loyalty and Fundraising Management: Analysis, Planning and Practice.

Session

Learning To Speak about Love in Fundraising: New Research from 2023
At the core of the root of philanthropy is the notion of love. Yet, in fundraising we frequently default to the language of money or support. This session will explore how growing love can not only build the wellbeing of our supporters it can also double giving.

Audience: Applied

Tim Sarrantonio, MA

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Neon One

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.

Session

Charting Success: Navigating the Dynamics of Fundraising with the Fundraising Effectiveness Project (Learning Lab)
Step into the strategic realm of the Fundraising Effectiveness Project (FEP) and explore its transformative influence on fundraising methodologies within nonprofit organizations. This session highlights FEP's critical role in refining fundraising practices by offering advanced tools for measuring and boosting annual growth in contributions. A joint initiative between the AFP Foundation for Philanthropy and GivingTuesday, FEP employs a comprehensive approach through its annual Fundraising Effectiveness Survey and the innovative Fundraising Fitness Test. Gain insights into how FEP's detailed analysis of data from a myriad of nonprofits and a multitude of donors informs organizations, steering them towards data-driven, growth-focused decisions. Engage with us to comprehend the imperative of weaving FEP's nuanced analyses and strategic recommendations into the fabric of your everyday fundraising activities. Attendees will also receive a print copy of the 2023 Q4 Report.

Audience: Introductory/Foundational

Sherry Schaefer, MHS

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CapitalCare Foundation - Director, Foundation and Community Engagement

With 35 years in leadership, Sherry has devoted her skills to mentorship programs, and leadership development. Focusing on team building, communication and business relationship skillsets, she has helped many new leaders hone in on their skills and assets. Sherry attributes her success within healthcare to her ability and learned skills in negotiation, leveraging, and focused networking. lead amazing teams, committed to the goals of the organization and succeed at incredible outcomes.

Session

Women’s Leadership Journeys: Success in the face of organizational design, diversity and imposed imposter syndrome
Using a storytelling style, join in the conversation of common leadership challenges as four women reflect on their journeys to executive C-suite roles, attaining success for their organization and their careers.     Eligible for 1.25 ACFRE credits in Leadership and Management

Audience: Applied

Sally Schaeffer, MA

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Uncorked Advocates - Principal Consultant

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

Session

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

Audience: Introductory/Foundational

Anna Schlia, M.Ed

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University Of Rochester - Ph.D Candidate

Frontline fundraiser, researcher of donor inclinations, and status quo breaker, Anna Schlia is an expert in philanthropy research, principal and major gifts, program building, and executive leadership coaching. Relentlessly inquisitive about nonprofit institutions and the donors who support them, Anna is an emerging philanthropy scholar. She is pursuing a Ph.D. at the University of Rochester studying philanthropy for higher education.

Session

The Future of Fundraising is Female: Fundraisers & Donors Explore
Philanthropy has long been dominated by men filling the role of bard chair, advancement leaders, and donors but recent years have seen a shift towards greater representation of women, gender non-binary, and gender non-conforming individuals. 

Audience: Strategic

Martha H Schumacher, ACFRE, CFRE, MInstF

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Hazen And HILT - Hazen and HILT

Martha H. Schumacher is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy. Her current and recent clients include Emory University, Conservation International, Campaign for Tobacco-Free Kids, and National Geographic Society. Martha is a past AFP Global Chair. She lives with her husband Casey and their sweet yet energetic rescue dogs Gage and Josie.

Session

Measuring Major Gifts Success: The Top 10 Metrics That Matter
Are you struggling to determine what metrics are best for your major gifts program? Is everyone on the same page about which benchmarks you’re using and why? Attend this fast-paced session for a rousing, interactive discussion (and debate!) about effective metrics application and how to measure success at your organization.

Audience: Strategic

Angela Seaworth

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Rice University Center For Philanthropy & Nonprofit Leadersh - Director

Angela Seaworth, Ph.D., is Instructional Assistant Professor, Director of Philanthropic Initiatives & Capacity Building at the Texas A&M Center for Philanthropy & Nonprofit Leadership. Dr. Seaworth is passionate about nonprofit and philanthropy education. At the Texas A&M Bush School of Government and Public Service, she teaches Management and Leadership of Nonprofit Organizations, Foundations of the Nonprofit Sector, Fundraising in Nonprofit Organizations, and Grant and Project Management for the Public and Nonprofit Sectors.

Session

Emerging Trends in Fundraising Research (Sponsored by AFP Foundation for Philanthropy)
Join the AFP Foundation for Philanthropy for an engaging panel discussion with fundraising scholars from around the country. Learn about their cutting edge research - both recently published and in process - and consider how it can be applied to improve your fundraising.

Audience: Applied

Sarah Sebastian

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OneCause - Director of Corporate Communications

Sarah is a marketer and brand enthusiast currently serving as Director of Corporate Communications at OneCause. With over 9 years of dedicated experience in the nonprofit technology sector, she brings a wealth of expertise in content writing and strategy, brand management, event marketing, public relations, communications, and technical writing. After graduating from Florida State University with a degree in English, she served her community as an AmeriCorps teacher.

Session

Don’t Close the Door on Your Donors: Intentional Inclusivity in Fundraising Events (Presented by OneCause)
One positive change that arose during the pandemic was the increased access to philanthropy for diverse donors through virtual events and engagement opportunities. But now that we’re spending less time at our screens, large and small, how can nonprofits ensure that access is maintained and that their fundraising strategies?

Audience: Introductory/Foundational

Genevieve Shaker, MA, PhD

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Lilly Family School Of Philanthropy IUPUI - Associate Professor

Genevieve Shaker, Ph.D., is associate professor of philanthropic studies and the Donald A. Campbell Chair in Fundraising Leadership in the Indiana University Lilly Family School of Philanthropy. A university fundraiser for two decades, her research focuses on fundraising and fundraisers, particularly within higher education. She is a recipient of the AFP/Skystone Partners Prize for Research and AFP’s “Emerging Scholar” award.

Session

Realigning fundraising for the "dollars up, donors down" era
The “Pareto Principle” (80/20 rule) is still referenced for fundraising planning, if only to assert that it no longer holds. Using Fundraising Effectiveness Project data participants will explore a new “principle” based on current gift distributions (fewer smaller gifts, more larger ones) while also experimenting with other new planning tools. Eligible for 1.25 ACFRE credits in Current and Prospective Donor Research

Audience: Applied

Jen Shang, PhD

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Institute For Sustainable Philanthropy - Co-Director

Jen Shang is Co-Director and Professor of Philanthropic Psychology at the Institute for Sustainable Philanthropy. Jen's research has been featured by outlets such as the BBC and the Wall Street Journal. Her research has been funded by the Society of Judgment and Decision Making, the National Science Foundation, The Aspen Institute, the Corporation for Public Broadcasting, the Association of Fundraising Professionals, and the Hewlett Foundation.

Session

Learning To Speak about Love in Fundraising: New Research from 2023
At the core of the root of philanthropy is the notion of love. Yet, in fundraising we frequently default to the language of money or support. This session will explore how growing love can not only build the wellbeing of our supporters it can also double giving.

Audience: Applied

Lauren Sheehan

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DonorPerfect - President

Lauren Sheehan is President of SofterWare and has been with the company since 2008. Her and her teams have helped thousands of nonprofits achieve their goals and improve the efficiency of their operations through better, smarter use of technology. Lauren is active within her community and currently serves as a Vice President on the Board of Directors for Pennypack Farm and Education Center, a nonprofit organization located in Horsham PA.

Session

She Leads: Navigating Leadership in Nonprofit and Beyond (Presented by Donor Perfect)
Join us for an in-depth exploration of the critical elements of leadership in the nonprofit sector, with a specific focus on empowering women to take on key leadership roles. This session provides a comprehensive framework for women leaders to navigate the complexities of leadership, including understanding key statistics and trends that impact the sector, identifying and articulating core values, building a strong personal brand, setting ambitious yet achievable goals, seeking out valuable mentorship opportunities, and embracing diverse perspectives and approaches to problem-solving. By honing these skills and capabilities, participants will be better equipped to unlock their full potential as leaders and drive meaningful change within their organizations and communities.

Audience: Strategic

Juanita Sheppard, CFRE

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United Way Of Greater Atlanta - Vice President, Foundation Partnerships

As Vice President, Foundation Partnerships at United Way of Greater Atlanta, Juanita Sheppard strategically serves as the central source for cultivating and engaging foundation and government partners. She is a member of the Forbes Nonprofit Council, Neighborhood Nexus, and Midtown Atlanta Rotary. Juanita also served as Past President of the AFP Greater Atlanta Chapter (2019). Juanita earned her CFRE certification in June 2020.

Session

When the Going Gets Tough, The Generous Get Going: How Market Shifts Affect Charitable Giving
Fundraisers are challenged in both bull and bear markets. In this session you will learn practical ways to engage donors during economic downturn and upturn, including the psychological and sociological factors that prompt transformational gifts to your organization.

Audience: Applied

Annalise Smith, CFRE

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Avow Foundation - Chief Philanthropy Officer

Annalise serves as chief philanthropy officer for Avow Foundation. Responsibilities include managing fundraising staff and activities and developing resources to support the agency’s programs. Annalise completed her bachelor’s degree from Florida State University, a graduate business certificate in health services management from Keiser University, and a master’s degree in health services administration from Hodges University. Annalise earned a certificate in fundraising management from the Lilly Family School of Philanthropy and earned her CFRE in 2021.

Session

Leveraging Logic Models to Elevate Your Grant Writing and Reporting Prowess
Wrangling program leaders to identify and articulate goals, measure results and uniformly report impact is often a grant writers greatest struggle. Learn how the use of logic models can transform your grant writing activities from chaotic to calm and enhance your organization’s culture of philanthropy in the process.

Audience: Applied

Tommy Spann

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With over 20 years of expertise in nonprofit database technology, Tompkins "Tommy" Spann has committed his career to empowering organizations. Since establishing his own nonprofit in 2000, he's aided thousands in optimizing their systems for online donations, email marketing, advocacy, and CRM, utilizing platforms like Salesforce and Microsoft. Passionate about leveraging technology for impactful outcomes, he believes in efficient operations and data-driven decisions.

Session

Why Direct Mail + Digital is the Perfect Pairing to Recruit Young Donors (Presented by Sylogist MISSION CRM)
The excitement of receiving and reading the mail has shifted from the inbox back to the mailbox and surprisingly, this wave of enthusiasm is led by the Millennial, Gen Z and Gen X cohorts. Join us for an interactive discussion with industry experts who are riding the wave and seizing the opportunity to reimagine a new future for direct response to reach new cohorts by leveraging the latest innovations and insights.

Audience: Applied

AI and Innovations in Prospecting and Marketing with Sylogist MISSION CRM + Microsoft Cloud for Nonprofit (Learning Lab)
AI and Innovations in Prospecting and Marketing with Sylogist MISSION CRM + Microsoft Cloud for Nonprofit See the latest AI tools and innovations from Microsoft and MISSION CRM to make fundraising and communications easier and more effective. We’ll explore how fundraisers can use this cutting-edge tech to segment, analyze, target and execute effective campaigns to attract new donors and unearth potential opportunities.

Audience: Introductory/Foundational

Cherie Spence

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BC Children's Hospital Foundation - Philanthropy Officer

Cherie Spence has more then 15 years of experience working in healthcare philanthropy in various fundraising roles. Most recently as a Philanthropy Officer at BC Children’s Hospital Foundation. Cherie is passionate about building connection with hospital partners to elevate the mission to transform child health through excellence in philanthropy.

Session

Engaging Stakeholders to Champion Philanthropy ( Presented by Advancement Resources)
Philanthropy is a powerful solution to many challenges and roadblocks in modern healthcare—but the case for philanthropy is complex, and many organizational stakeholders don’t understand it fully. In this session, panelists will present the case for investing in major gift fundraising and share real-world examples of how that information can be leveraged to recruit faculty, researchers, and others as champions who understand and are committed to the tremendous opportunity in healthcare philanthropy today.

Audience: Strategic

Bill Stanczykiewicz, MA, EdD

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Indiana University Lilly Family School Of Philanth - Senior Assistant Dean, External Relations

Bill Stanczykiewicz serves as senior assistant dean for external relations at the Indiana University Lilly Family School of philanthropy where he directs The Fund Raising School. Bill has been associated with raising more than $120 million for small, medium, and large nonprofits over the last 25 years as a staff and board member in the philanthropic sector.

Session

Big Donors Love Big Ideas: Vision & Innovation Leading to Major Gifts
Since big donors love big ideas, nonprofits need to cast vision and innovate to devise the major opportunities that captivate major gift donors. An easy-to-use framework for identifying a compelling vision, a six-step innovation process, and a paper clip will strengthen your ability to craft big ideas for big donors.

Audience: Applied

George Stanois

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BNP GOLDIE Canada - Senior Vice President

George began his fundraising career in 1984 with an international consulting firm and joined The Goldie Company in 1996. In 2020, Goldie merged with BNP Philanthropic to form BNP Goldie Canada. George has a consistent record of developing innovative solutions to fundraising challenges, exceeding expectations and forging long-term relationships. He has conducted numerous studies and led scores of successful campaigns for a wide range of nonprofit organizations from coast to coast.

Session

2022 Stewardship Survey Results: Sharing Best Practices
After this session you will: Understand the strategies used to ensure the success of donor stewardship programs in the wake of the COVID-19 pandemic. You’ll also be aware of the challenges faced by stewardship programs and what hasn't worked. And the most effective strategies and approaches by sector of activity.

Audience: Strategic

Ted Sudol, JD

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Bruce Tait Associates, Ltd. - Fundraising Counsel

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

Session

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

Audience: Strategic

Garrett Swaim, MBA

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Bonterra - Account Executive - Large Enterprise Sales

Garrett works with some of Bonterra’s largest nonprofit customers in the evaluation and implementation of their Enterprise Fundraising & Engagement solutions. Garrett has a diverse background working with 501(c)(3) and 501(c)(4) nonprofits, as well as independent, family, and community foundations.

Session

Turn data into dollars: How insights and technology together can deliver major giving wins for fundraisers (Presented by Bonterra)
When it comes to major giving, you need a way to do more with less and we have a solution. Bonterra and Altrata will take you through best practices for leveraging data and technology to make a bigger impact. Improve campaign engagement. Never miss an opportunity. Make the most of every conversation.

Audience: Strategic

Ambar Syed, CFRE, B.A.

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Peel Children's Aid Foundation - Director of Philanthropy

Ambar Syed is a nonprofit specialist with a decade of experience in fund development, grants, and corporate/foundation partnerships. She is currently Director of Philanthropy at Peel Children's Aid Foundation, and has a background ranging from grassroots organizations to international development. A second-generation Pakistani Canadian, she has in-depth experience working for the Muslim philanthropic community across various cultures and regions, and chairs the Muslim Philanthropy Network, dedicated to bringing together the diverse community of Muslim fundraisers.

Session

From Talk to Walk: Building a Diverse Donor Base through Authentic Partnerships (Presented by the Alford Group)
Forget "donor engagement" myths. The time has come to build authentic partnerships with donors of color, whose passion and dedication can transform your organization. This session isn't just about buzzwords - it's about actionable strategies from experts and donors themselves.   Learn how to:   Go beyond tokenism: Discover effective ways to identify and connect with diverse donors on their terms and values.   Break down the barriers: Create an inclusive environment that fosters genuine engagement and is rooted in trust and mutual respect.   Spark lasting commitment: Hear firsthand from donors on what ignites their passion and fuels their giving.   Come join us in creating a movement, not just a moment by discovering how to create a sustainable relationship model that embraces the power of diverse voices in driving meaningful change for your organization’s mission and making the world a better place for ALL people.

Audience: Applied

Durdana Tazrian

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RSM Canada - Associate, Nonprofit Relationship Management

Durdana Tazrian is an associate on the Nonprofit Relationship Management Team at RSM. She has been a part of the Salesforce ecosystem as a consultant for 4 years, working with clients to provide Salesforce implementation and consultation services across a variety of products. Her expertise includes, but is not limited to, Nonprofit Cloud, Nonprofit Success Pack, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Pardot.

Session

Outcomes Based Grants Reporting Made Simple: Utilizing Salesforce’s Nonprofit Cloud to Manage Impact Reporting (Learning Lab) Presented by RSM US
Does your grants team struggle to get accurate and accessible grants reporting in a timely fashion? Do your stewardship and marketing teams struggle with impact reporting for donors? This session will demonstrate how you can set up outcomes management in Salesforce’s new Nonprofit Cloud to then feed easily accessible reports and dashboards for grants and stewardship staff. We'll use the real life example of Catholic Social Service in Edmonton, Alberta, Canada to demonstrate how an outcomes based organization is creating more accurate and timely reporting.  

Matt Thompson

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Altrata – WealthEngine, Wealth-X, And RelSci - Senior Director, Head of Education and Healthcare

With over a decade in the non-profit sector, Matt Thompson is a passionate professional dedicated to serving universities and health systems. Currently at Altrata, a leader in Wealth Intelligence, Matt collaborates with a diverse range of non-profit clients using innovative solutions like RelSci, WealthEngine, and Wealth-X. His expertise lies in crafting tailored strategies to address the unique challenges faced by non-profits. Matt takes pride in witnessing the positive impact of his work on fundraising success.

Session

Unlocking Giving Potential: Navigating Market Sizes and Archetypes for Successful Fundraising in North America (Learning Lab) Presented by Altrata
This session will navigate the intricacies of North America's diverse market and donor profiles, offering strategic insights for effective fundraising for the wealthy. Explore the trends prevalent among the ultra-wealthy and learn how to leverage regional preferences. Join us to optimize your impact and ensure your organization thrives in the dynamic world of charitable giving.

Audience: Strategic

Kiva Thompson

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UpMetrics

As a Sales Engineer at UpMetrics, Kiva combines her technical expertise with a passion for social impact. With a focus on crafting innovative solutions that promote increased collaboration and transparency across philanthropy, she bridges the gap between technology and social change by empowering nonprofit organizations to leverage their data to measure and maximize their impact efficiently.

Session

Unlocking Impact: Exploring the Power of Impact Frameworks for Nonprofits (Learning Lab) Presented by UpMetrics
Unlock your nonprofit’s impact potential with our transformative session on crafting impact frameworks. Discover why impact frameworks are essential for operationalizing your impact, including measuring progress, driving continuous improvement, and showcasing outcomes to attract support from funders and donors. In essence, an Impact Framework is more than a tool; it's a blueprint for driving meaningful change, maximizing effectiveness, and instilling confidence in stakeholders. Learn to articulate your mission and objectives with clarity, and select the right metrics to measure progress towards goals. This session equips you with the skills and insights needed to measure, communicate, and amplify your nonprofit's impact.

Audience: Introductory/Foundational

Mazarine Treyz

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Wild Woman Fundraising - CEO

Mazarine Treyz excels at motivating audiences to lead, to fundraise and question the status quo in the nonprofit sector. She taught fundraising to over 22,000 people from 2011-2023. Her works include 10 courses on fundraising & 3 books on nonprofit careers, fundraising and marketing. Treyz is committed to racial equity and justice, starting with her work at the Urban League of Portland in 2008.

Session

Breaking the Silence: Confronting Anti-Black Racism in AFP
Join this session with the Co-Conspirators, a group of racial justice activists who supported Nneka Allen, Mide Akerewusi, and Múthoní Karíukí in their pursuit of racial justice. This session will provide an overview of the obstacles, risks, and learnings in the Co-Conspirators quest for accountability from the AFP-GTC chapter. The session will explore the group’s calls to action designed to catalyze institutional and systemic change. In February 2023, this group of 16 individuals became co-conspirators through a commitment to their relationship with Nneka Allen and a desire to amplify and share the impact that Nneka, Mide, and Muthoni's experiences of anti-Black racism as board members at AFP-GTC had, and the subsequent failure to address those concerns. The Co-Conspirators united in a shared mission, to demand repair; acknowledgment, restitution and closure by the perpetrators of harm and AFP-GTC. From the beginning of this journey, the mission was clear - to ensure that Nneka, Mide, and Muthoni's experiences with anti-Black racism as members of AFP were illuminated. For too long, the experiences of anti-Black racism in the fundraising sector have been minimized or actively suppressed. In order for the sector to change, the Co-Conspirators pushed these stories to the forefront, to force one of the most powerful voices in the sector to reconcile with its racist history. The focus was on the voices of Black fundraisers, lifting up their stories, to call for a genuine apology and change. During this session, the Co-Conspirators will vulnerably share their personal experiences navigating this transformative movement. Gain insight into what they have learned in this struggle, hear the collective barriers they faced, and the individual challenges encountered while standing against injustice. Join us in unpacking this movement in the making from the perspective of these change-makers and discover how they are reshaping the narrative for a more equitable and just charitable sector.

Audience: Introductory/Foundational

Tim Tribe

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Children's Hospital London, Ontario - VP Philanthropy, Children's Health Foundation

Tim joined the Children’s Health Foundation in January 2023. In his role as Vice President, Philanthropy; Tim oversees all of the Foundation's fundraising activities including Campaign, Children’s Miracle Network, Community Relations, Integrated Direct Response, Major Gifts, Planned Giving, and Signature Events.

Session

Why Direct Mail + Digital is the Perfect Pairing to Recruit Young Donors (Presented by Sylogist MISSION CRM)
The excitement of receiving and reading the mail has shifted from the inbox back to the mailbox and surprisingly, this wave of enthusiasm is led by the Millennial, Gen Z and Gen X cohorts. Join us for an interactive discussion with industry experts who are riding the wave and seizing the opportunity to reimagine a new future for direct response to reach new cohorts by leveraging the latest innovations and insights.

Audience: Applied

Lauren Tudor, CAP®, CAP

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ARCHITECT Philanthropic Collective - Founder

Meet Lauren Elyse Tudor, an accomplished CAP®-certified operations strategist, fundraiser, and founder of ARCHITECT Philanthropic Collective. Her impressive track record includes leadership positions at major organizations such as the Greater Cincinnati Foundation, Public Allies Cincinnati, YWCA, United Way, and All On The Line (formerly Organizing for America OFA), the campaign to re-elect President Barack Obama. Lauren is a fierce advocate for advancing social justice movements, specifically women's reproductive rights.

Session

Philanthropy is Black History: The Untold Stories of Black Philanthropists
Just as with American history, Black philanthropists have largely been forgotten throughout history. Philanthropy is Black History: The Untold Stories of Black Philanthropists, this enlightening session explores the impact of Black donors, past and present, on society and inspires attendees to embrace a more inclusive approach to philanthropy.

Audience: Introductory/Foundational

Transform Your Relationships: How to Turn Volunteers and Donors Into Super Supporters (Presented by Bloomerang)
  Volunteers play a vital role in the success of nonprofits. They generously offer their time and expertise and can even become dedicated donors. Research reveals that volunteers are 80% more likely to make larger donations than non-volunteers. Additionally, those who volunteer and donate have a significantly higher retention rate. This panel discussion will utilize data and live examples to explore the correlation between volunteers and financial donors.   If you're hesitant to ask your volunteers to become donors or vice versa, this session is tailored to address your concerns. Join us and unlock the full potential of your volunteers and donors without leaving any untapped opportunities behind.

Audience: Applied

Masataka Uo, CFRE

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Japan Fundraising Association - CEO

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

Session

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

Audience: Introductory/Foundational

Julie Upham, CFRE

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Conservation International - Vice President, Individual Giving

Julie Naranjo Upham is the VP, Individual Giving at Conservation International. She oversees more than $60M in revenue through the annual, major, and principal giving teams, and led CI's Special Events program and their global Business Councils. In addition to her CI experience, Julie led the National MS Society's Major and Planned giving teams and has an MPA in Nonprofit Management. She is a mom of three, AFP-DC Board member, and an avid triathlete.

Session

Measuring Major Gifts Success: The Top 10 Metrics That Matter
Are you struggling to determine what metrics are best for your major gifts program? Is everyone on the same page about which benchmarks you’re using and why? Attend this fast-paced session for a rousing, interactive discussion (and debate!) about effective metrics application and how to measure success at your organization.

Audience: Strategic

Jamie Van Nostrand

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RSM US - Manager, Nonprofit Relationship Management

Jamie Van Nostrand spent 20 years in nonprofits before moving into the consulting space. During her time in nonprofits, Jamie has served as a fundraiser, membership director, stewardship manager, development operations manager, and served on the core strategy team for a large-scale digital transformation and conversion to Salesforce’s NPSP. At RSM, Jamie leads the Salesforce Not for Profit Consulting Team, primarily focusing in sales, practice development, relationship building, and strategy.

Session

Outcomes Based Grants Reporting Made Simple: Utilizing Salesforce’s Nonprofit Cloud to Manage Impact Reporting (Learning Lab) Presented by RSM US
Does your grants team struggle to get accurate and accessible grants reporting in a timely fashion? Do your stewardship and marketing teams struggle with impact reporting for donors? This session will demonstrate how you can set up outcomes management in Salesforce’s new Nonprofit Cloud to then feed easily accessible reports and dashboards for grants and stewardship staff. We'll use the real life example of Catholic Social Service in Edmonton, Alberta, Canada to demonstrate how an outcomes based organization is creating more accurate and timely reporting.  

Danny Vargas

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American Latino Veterans Asso. & VARcom Solutions - Founder & CEO

Danny Vargas is a nationally recognized business, community, and board leader. He chaired the effort to authorize the American Latino Museum and chairs the American Latino Veterans Association, the Virginia Civil Rights Advisory Committee, and a Northern Virginia economic development initiative. He is an Air Force veteran, President of VARCom Solutions, and former executive at AOL and France Telecom. He was named among the Most Influential Latinos in America and Most Influential people in DC.

Session

From Talk to Walk: Building a Diverse Donor Base through Authentic Partnerships (Presented by the Alford Group)
Forget "donor engagement" myths. The time has come to build authentic partnerships with donors of color, whose passion and dedication can transform your organization. This session isn't just about buzzwords - it's about actionable strategies from experts and donors themselves.   Learn how to:   Go beyond tokenism: Discover effective ways to identify and connect with diverse donors on their terms and values.   Break down the barriers: Create an inclusive environment that fosters genuine engagement and is rooted in trust and mutual respect.   Spark lasting commitment: Hear firsthand from donors on what ignites their passion and fuels their giving.   Come join us in creating a movement, not just a moment by discovering how to create a sustainable relationship model that embraces the power of diverse voices in driving meaningful change for your organization’s mission and making the world a better place for ALL people.

Audience: Applied

Teresa Vasilopoulos, CFRE, MBA

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The WoodGreen Foundation - Executive Director

Teresa Vasilopoulos is a seasoned Fundraising Executive with a proven track record of stellar performance in the planning and execution of multi-million dollar campaigns. She was responsible for the facilitation of the ground-breaking $50M gift from Myron and Berna Garron, the largest gift in Canada to a community hospital, at its time. A thoughtful and genuine fundraising professional, Teresa is focused on providing meaningful and authentic donor experiences.

Session

2022 Stewardship Survey Results: Sharing Best Practices
After this session you will: Understand the strategies used to ensure the success of donor stewardship programs in the wake of the COVID-19 pandemic. You’ll also be aware of the challenges faced by stewardship programs and what hasn't worked. And the most effective strategies and approaches by sector of activity.

Audience: Strategic

Joao Paulo Vergueiro

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GivingTuesday - Director

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

Session

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

Audience: Introductory/Foundational

Cindy Wagman, CFRE, MBA

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The Good Partnership Inc. - The Good Partnership Inc.

Cindy Wagman is the President and Founder of The Good Partnership, home to the Fractional Fundraising Movement. Cindy became a Certified Fundraising Executive in 2009 and received her MBA from the Rotman School at the University of Toronto in 2013.She is the host of the top-rated The Small Nonprofit podcast, and best-selling author of Raise It! The Reluctant Fundraiser’s Guide to Raising Money Without Selling Your Soul.

Session

Stepping Out to Fit In: How diverse consultants are reaching success on their own terms
Sometimes the best way to change the system is from the outside. From this panel you’ll hear from a diverse group of fundraisers who found more alignment, freedom, and success working as consultants. Understand how they incorporated their identities into their work to show up authentically as their whole selves.

Audience: Strategic

Akilah Wallace

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HERitage Giving Fund - JAMYCE, LLC

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

Session

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

Audience: Applied

Ann Wang, MA

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

Session

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

Audience: Strategic

Nicole Weingartner

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Davidoff Hutcher & Citron LLP - Director, State Government Relations

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

Session

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

Audience: Introductory/Foundational

Jeremy Wells, CFRE, MA

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The Saint Paul & Minnesota Community Foundation - Vice President of Philanthropic Services

Jeremy R. Wells, MA, CFRE, serves as Senior Vice President at the Saint Paul & Minnesota Foundation, one of the largest community foundations in the country. Wells is an adjunct faculty member at the University of St. Thomas and a frequently requested speaker in philanthropy. Wells is a former AFP Global Board Member, former AFP PAC Chair, and was also selected as a 40 Under 40 recipient by the Minneapolis/St. Paul Business Journal in 2018.

Session

Unlocking the Potential of Donor Advised Funds: Insights from the National Study on DAFs
Discover the potential of donor-advised funds (DAFs) in your fundraising strategy. Join us for this interactive session based on the groundbreaking DAF Research Collaborative study. Learn how to engage DAF donors, identify DAF giving strategies, and create customized solicitation plans. Transform your fundraising and better serve your donors' philanthropic goals.

Audience: Applied

Lynne Wester, Masters in Fundraising

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Donor Relations Guru LLC - Founder and Principal

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

Session

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

Audience: Introductory/Foundational

Authentic Acknowledgments and Artificial Intelligence (Learning Lab) Presented by AFPeeps
This session aims to equip nonprofit professionals with the knowledge and tools to effectively integrate AI into their donor acknowledgment processes, which can enhance donor relationships and ensure a memorable donor experience. We will together understand how AI can personalize and scale donor acknowledgments and learn practical applications of AI in crafting thank-you messages all while gaining insights into ethical considerations and maintaining authenticity in communications.

Terrel White, MSA, MSW

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Center For Nonprofit Excellence - Director of Advancement

Terrel White (he/him/his) was born and raised in Detroit, Michigan, and is currently the Director of Advancement at the Center for Nonprofit Excellence in Charlottesville, Virginia. Before his current role, he has worked across the country within universities in multiple facets of fundraising. He holds a Master of Social Work as a macro practitioner, focusing on social change, innovation, and policy advocacy; a Master’s in Administration with a concentration in nonprofit administration and philanthropy.

Session

Becoming a Changemaker: How Fundraisers are Positioned for Advancing Equity
Fundraisers are changemakers. We identify issues, make connections, generate support, and solve problems. These attributes make fundraisers well-positioned for leadership roles helping advance inclusion, diversity, equity, and access in our organizations at any level. This session will share personal stories, identify skills and provide resources for your IDEA success.

Audience: Applied

Eric White, MA

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Altrata - Director, Account Manager – Advocacy

Eric White, a seasoned leader at the intersection of analytics, data, and nonprofit consultancy, embodies the ethos that "the magic is in the data." With over a decade of experience, Eric has excelled in roles such as Principal Senior Consultant and Director of Client Engagement, where he has orchestrated evidence-based strategies for advancement and marketing initiatives. His expertise spans from pioneering data-driven feasibility studies and capital campaigns.

Session

Turn data into dollars: How insights and technology together can deliver major giving wins for fundraisers (Presented by Bonterra)
When it comes to major giving, you need a way to do more with less and we have a solution. Bonterra and Altrata will take you through best practices for leveraging data and technology to make a bigger impact. Improve campaign engagement. Never miss an opportunity. Make the most of every conversation.

Audience: Strategic

Mark Wier, MBA

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ACLU - Chief Development Officer

Mark Wier is Chief Development Officer for the American Civil Liberties Union. He leads a national team that collaborates with 50 ACLU affiliates nationwide. Since taking the role in 2012, Mark led the most ambitious capital campaign in the ACLU’s history, the Centennial Campaign, which raised over $2.7 billion. Prior to the ACLU, Mark worked in Development at the International Rescue Committee, WNET/Thirteen New York, and The New York Public Library.

Session

How Capital Campaigns are Changing and What You Can Learn from National Organizations’ Experience
Leaders from three large, national organizations (ACLU, Planned Parenthood Federation of America, and UNICEF USA) will describe how their national capital campaigns have differed from other campaigns, and what innovative lessons and new approaches can be applied to all capital campaigns to make them more successful.

Audience: Applied

LaShonda Williams, CFRE, MPA

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LaShonda Williams, MPA, CFRE, recently joined South Texas College of Law as the Associate Director of Alumni Engagement and Annual Giving. She serves as a vital member of the Advancement and Alumni Engagement department, which spans all fundraising functions, alumni engagement, and philanthropic services. She possesses two decades of experience in higher education, former employers include Prairie View A&M University, University of Houston College of Education, African American Studies and Bauer College of Business.

Session

Post Give Day Tips to Amplify Donor Loyalty (Presented by Fundraising Academy)
Give Day Campaigns provide an opportunity to demonstrate donor loyalty and identify new supporters. Does your organization have measures in place to nurture new relationships or will your new prospects be lost in your database until next year? Your organization’s response to these questions are vital for long-term sustainability. This session will explore qualitative and quantitative measures to sustain and upgrade annual donors to major gift donors. 

Audience: Applied

Unlocking Donor Potential: Transforming Volunteers into Cause Champions through Relationship-Driven Fundraising (Presented by Fundraising Academy)
Volunteers are essential in every organization. They know your cause and support your organization throughout the year. They are your greatest advocates and possess linkage, ability, and interest in filling resource gaps. The question now is: Does your organization have a strategic plan to elevate volunteer commitment into meaningful financial contributions? Volunteers represent untapped potential as major gift prospects. If your major gift prospect pool currently overlooks this hidden treasure within your volunteer base, this session is for you. Join us to explore converting loyal volunteers into enthusiastic donors, unlocking a new dimension of support for your cause.

Audience: Applied

Tycely Williams

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Bipartisan Policy Center - Chief Development Officer

Williams is a Certified Fundraising Executive, and in her more than 20-year career she has inspired individuals and institutions to invest more than $100 million dollars in charitable causes. Williams leads the Association of Fundraising Professionals global Inclusion, Diversity, Equity, and Access Committee; chairs the governing boards of Monument Academy Public Charter School, the Nonprofit Alliance Foundation, and Rising Media Stars; and teaches Fundraising and Leadership at The Pennsylvania State University.

Session

From Talk to Walk: Building a Diverse Donor Base through Authentic Partnerships (Presented by the Alford Group)
Forget "donor engagement" myths. The time has come to build authentic partnerships with donors of color, whose passion and dedication can transform your organization. This session isn't just about buzzwords - it's about actionable strategies from experts and donors themselves.   Learn how to:   Go beyond tokenism: Discover effective ways to identify and connect with diverse donors on their terms and values.   Break down the barriers: Create an inclusive environment that fosters genuine engagement and is rooted in trust and mutual respect.   Spark lasting commitment: Hear firsthand from donors on what ignites their passion and fuels their giving.   Come join us in creating a movement, not just a moment by discovering how to create a sustainable relationship model that embraces the power of diverse voices in driving meaningful change for your organization’s mission and making the world a better place for ALL people.

Audience: Applied

Jarrod Williams, CFRE, MBLI

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Urban League Of Greater Pittsburgh (ULGP) - 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. Jarrod is a proud Certified Fundraising Executive (CFRE) and member of the Men of Color in Development (MOCID).

Session

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.

Audience: Applied

Lori Woehrle, MBA

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Leapfrog Group - Editorial Director

Lori Woehrle, immediate past president of AFP-DC, is a branding expert who lives at the intersection of marketing and fundraising. She has helped nonprofits in healthcare, education, culture and human services raise their visibility and increase engagement through strategic branding, marketing and communications. She serves as editorial director of Leapfrog Group and is writing a book on marketing for fundraising.

Session

Brand Your Capital Campaign for Success
Boost your next capital or comprehensive campaign by strategically branding that initiative. In this session, you will learn why branding a campaign is important, how it can enhance your organization's visibility and reputation, and what the four key milestones of campaign branding are and how to reach them.

Audience: Strategic

Rhea Wong

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Rhea Wong - CEO

Rhea is a nonprofit fundraising expert specializing in major individual donors and establishing individual giving programs. She has raised millions in private philanthropy, mentored fundraising leaders, and received accolades such as the SmartCEO Brava Award and NY Nonprofit Media's 40 under 40. Rhea is based in Brooklyn, hosts the Nonprofit Lowdown podcast, authored the book Get that Money, Honey!, and dabbles in stand-up comedy.

Session

Stepping Out to Fit In: How diverse consultants are reaching success on their own terms
Sometimes the best way to change the system is from the outside. From this panel you’ll hear from a diverse group of fundraisers who found more alignment, freedom, and success working as consultants. Understand how they incorporated their identities into their work to show up authentically as their whole selves.

Audience: Strategic

Julia Zarcone, MA

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Opera San Jose - Director of Development

Julia Zarcone is an accomplished strategist, fundraiser, board coach, and non-profit leader. Her fifteen years of service as an Executive Director and Major Gifts officer equips her with a depth of knowledge and expertise to advise and manage complex projects and complex people. Julia enjoys deep dives into process, teaching teams to function with integrity and transparency and guiding people to their best wisdom and most vibrant performance.

Session

How We're Transforming Our AFP Chapter Through a Commitment to IDEA
AFP Silicon Valley Board Members will share how they're transforming CA Chapters with the innovative IDEA Fellowship for diverse fundraisers. Learn about launching the program with provided tools and templates after a group discussion and interactive brainstorm about your Chapters commitment to IDEA.

Audience: Applied

Armando Zumaya, 34 years

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Somos El Poder - Founder

Armando Zumaya has been in fundraising for 34 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of prospect research/management. He is the Founder of Somos El Poder, the first Latinx Fundraising Institute in the US. He is widely published author and writer on development and nonprofits.

Session

Creating Real, Token Free Board Diversity
Frustrated that your board isn't diverse like your community? Aware that this lack of diversity is directly impeding your fundraising? This session will tell you exactly what a fundraiser can do to make change happen!

Audience: Applied

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