Meet the Speakers

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Anna Barber

Anna Barber

From Zero to $300M: Raising the Private Philanthropic Support to Build the Smithsonian National Museum of African American History and Culture — A Perfect Blend of the Art and Science of Fundraising

Speaker Sponsor: Dini Spheris


Anna Barber is President and Principal Consultant for Barber & Associates, a boutique fundraising consulting firm.

Prior to starting Barber & Associates, Barber was a senior major gift officer for the Smithsonian Institution and the National Museum of African American History and Culture (NMAAHC) where she worked for 8 ½ years. She was part of NMAAHC's inaugural fundraising team that surpassed its $270M private philanthropic goal by $50M. Personally, Barber built and maintained a portfolio of high profile celebrities, including Pauletta and Denzel Washington, LaTanya and Samuel L. Jackson, Magic and Cookie Johnson, Michael Jordon and Kobe Bryant, among many other national individual philanthropists.

Barber also spent 10 years working as a frontline fundraiser in big-time college athletics for Michigan State University, Miami University in Ohio and Arizona State University.  Barber earned a Juris Doctorate (Intellectual Property) from Arizona State University and a Bachelor of Science degree in Political Science from Howard University.

Session Description

The National Museum of African American History and Culture (NMAAHC) was signed into legislation by President George W. Bush in 2003 as the 19th and newest museum at the Smithsonian Institution. At its outset, NMAAHC did not have a director, staff, collections, programming, site location, architect or mostly importantly, a donor base. With an enormous vision, clearly defined goals and a relentless pursuit to make the museum a reality, NMAAHC's development team surpassed their campaign goal. The team, originally charged with raising $270M to match the $270M in federal appropriations, ultimately raised over $300M to bring this new national, historical and cultural institution to fruition on the National Mall in Washington, DC. Come hear from one of NMAAHC's top individual fundraisers and discover how she blended her personal passion for this project with the art and science of best practice in fundraising. Through this session, you will learn how to use your own passion and aspirational philosophies to enhance your fundraising.

Marcy Heim

Marcy Heim, CSP, CFRE, PLCC

Invest in JOY! — Unleashing a Lifestyle of Generosity

Luncheon Sponsor: M. Gale & Associates

Marcy Heim lives to inspire generosity! For over twenty years she created artful, authentic, life-long major giving relationships raising millions at the University of Wisconsin. There she led her team through 3 successful campaigns including the $1.8 Billion Create the Future Campaign.

For the past decade Marcy has helped her clients 'Ask for Anything Artfully' to transform their fundraising results. She's taken to the stage to provide dynamic keynotes and workshops providing the mindset and method tools for those changing the world through generosity. She holds the prestigious CASE Crystal Apple, the AFP Outstanding Fundraising Professional award and received her AFP Master Teacher designation. She is author of Empowering Your Board to Serve as Effective Development Ambassadors and will release her next book, Invest in JOY! Unleashing a Lifestyle of Generosity, at the conference.

Session Description

It is a JOY to give. In fact, it's also good for your health! Infuse energy into your fundraising and life with the power and joy of generosity. We spend precious energy and time engaged in emotions that don't serve us. What if it were possible to have the outcomes we wanted AND enjoy life at the same time? Laugh, reflect AND take away real tools to unleash a lifestyle of Generosity.

During this keynote Marcy will inspire participants to . . .

  1. Become aware of their thinking and the impact this has on their energy, actions and results.
  2. Examine their beliefs around money.
  3. Examine the words they use and how their vocabulary either enhances or robs them of fulfillment, positive relationships and heart-centered major giving conversations.
  4. Appreciate their role in lifting others up and demonstrating the joy in giving — time AND money.
  5. Utilize tools to focus their energy on what they want to achieve.
Simone Joyaux

Simone P. Joyaux, ACFRE, Adv Dip, FAFP


Speaker Sponsor: Mission Advancement Professionals


People describe Simone as a truth teller, provocative, inspirational, and thoughtful. She very much likes provocative.

In January 2019, Joyaux begins her 32nd year as a consultant specializing in fund development, governance, and strategic planning. She speaks worldwide and has been simul-translated into several languages. She's written 3 books and contributed to multiple others. She blogs as Simone Uncensored.

As a volunteer, Simone founded two organizations and regularly serves on boards. She's a former chair of CFRE International and Planned Parenthood of Southern New England, and she was the first chair of the Advisory Board, Hartsook Centre for Sustainable Philanthropy, Plymouth University, U.K.

Session Description

I can promise you one thing: ranting. T'will be focused ranting about: Bad governance, the silent killer. Funky boards. Misused power. Lurking knowledge deficits. Easy answers versus expertise (or get that shiny new thing out of my face). And other pet peeves that the sector and its professionals - like us - need to fix faster. Because: You'll be happier in your work. Respect will follow you instead of "the other thing". And life will be cooler.

Tim Kachuriak

Tim Kachuriak

Optimize Your Fundraising: What We Learned About What Works (and What Doesn't) From Over 1,400 Online Experiments


Tim Kachuriak is the founder and Chief Innovation and Optimization Officer for NextAfter, a fundraising research lab and consulting firm that works with businesses, nonprofits and NGOs to help them grow their resource capacity. 

A nonprofit thought leader, Kachuriak is the author of the book Optimize Your Fundraising, lead researcher and co-author of the Online Fundraising Scorecard, Why Should I Give to You? (The Nonprofit Value Proposition Index Study), and The Midlevel Donor Crisis. Kachuriak has trained organizations in fundraising optimization around the world as far away as Bangalore, India and Oslo, Norway and is a frequent speaker at national nonprofit conferences. 

Kachuriak is also the co-founder and board member for the Human Coalition, a member of the board of directors for Open Doors USA and the Halcyon Movement, an Advisory Board Member for the SMU Digital Accelerator, Advisory Board Member for Kids Prosper Kids, and an Advisory Board Member for the Blackbaud Institute for Philanthropic Impact.

Session Description

By testing using a rigorous scientific methodology employed by Fortune 100 companies, we've debunked traditional fundraising best practices and uncovered breakthrough principles that produce transformational results. In this rapid-fire session, we will look at dozens of real-world online experiments with nonprofit organizations and share the secrets to acquiring more emails, donors and dollars through the web. And we'll demonstrate how you can apply these principles today to your own online fundraising campaigns.

Learning Objectives:

  • Attendees will learn a new systematic methodology for increasing the performance of their online fundraising campaigns.
  • Attendees will be able to implement effective conversion secrets by reviewing optimization experiments and key learnings from top nonprofit organizations.
  • Attendees will understand how to exponentially grow their online fundraising revenue by improving three key metrics.
Adrian Sargeant

Adrian Sargeant

Relationship Fundraising 3.0: Using Philanthropic Psychology To Double Giving

Presenting Sponsor Brad Cecil & Associates


Adrian Sargeant is Chief Executive of The Philanthropy Centre. Formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University, Adrian is passionate about achieving massive growth in philanthropy. All his work is focussed on achieving that by developing the value that donors get from their giving. He specialises in the new science of philanthropic psychology, a science that is routinely doubling the income for those charities that apply it . Adrian has received many awards and honors for his services to the profession and was named to the prestigious Nonprofit Times Power and Influence List in 2010. He received a Civil Society Award for his services to fundraising and a Lifetime Achievement Award from the Institute of Fundraising in 2016.

Session Description

In this session we'll explore the science of how human beings form relationships and explore the implications for how we might form better relationships with our donors. We'll also see what lessons can be learned from the related field of relationship marketing and the building of customer relationships in the for-profit sector. The session will then examine the results of a major new research project mapping how donors actually experience relationships and how an understanding of the psychology of wellbeing can massively improve how good people feel about themselves when they give and literally double giving as a consequence.

Daryl Upsall

Daryl Upsall, FInsF

Fundraising Trends, Opportunities, and Challenges in a Changing World

Speaker Sponsor: Catapult Fundraising


Based in Madrid, Daryl Upsall has over 35 years working with over 230 non-profits in 62 countries. Known for his leadership & innovation he pioneered digital fundraising and is a co-creator of what is known as face to face fundraising during the 1990s when leading Greenpeace International fundraising worldwide.  His Daryl Upsall & Associates provides strategic consulting support to the world's leading UN agencies and INPOs whilst Daryl Upsall Consulting International SL  his recruitment agency has hired 529 positions for 196 different organisations in 123 different locations worldwide.

He is a Fellow of the UK Institute of Fundraising, former Chair of EUConsult, and former Vice-Chair, Center for Fundraising Innovation at the Association of Fundraising Professionals responsible for education & professional development.

Session Description

In the last 20 years fundraising has seen explosive growth around the world. Increasingly, growth is occurring in Asia and Latin America as some of the mature markets in Europe and North America are stagnating and face crisis, whist fundraising in China is beginning to take off big time. In Europe media attacks, public concerns and government scrutiny is leading to tougher rules governing data management and how we communicate with donors. The cost of recruiting and retaining new donors through "traditional" fundraising channels are increasing, and new channels are failing, so far to generate both high volume/high quality donors. So how do we as a sector adapt, change and, therefore, invest for future success.

Learning Objectives:

  • The wider world is changing faster than that of fundraising and we need to adapt to this better and now.
  • As fundraisers, our tools are looking tired and old and need re-invigorating and re-innovating.
  • Do we really know what or donors and philanthropists really want and meeting their needs? If not, we can we do to adapt, survive and grow.

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