Sessions at a Glance

Sessions at a Glance

6:45 am — 10:00 am : Onsite Registration

8:15 am — 9:15 am : Education Sessions

Get the Party Started: Creating Events that Lead to Major Gifts
Presenter(s): Mack E Campbell, CFRE (Lambda Legal)
Education Track: Annual Giving
Experience Level: Entry

Sold on Philanthropy
Presenter(s): D. Patrick Powell (University of Tennessee Foundation Inc.)
Education Track: Best Practices
Experience Level: Entry

How to Coach an Organization Through an Evolution
Presenter(s): Alice L Ferris, CFRE, ACFRE (GoalBusters Consulting)
Education Track: Board & Volunteer Leadership
Experience Level: Entry

What's new in Relationship Fundraising? The latest research from Adrian Sargeant
Presenter(s): Rachel Muir, CFRE (Pursuant)
Education Track: Donor Relations
Experience Level: Mid

Leading Change — C-Suite Perspectives on Shaping Culture & Effective Talent Management
Presenter(s): Milton Key (Alexander Haas), Robert C. Heard, MBA, CAE (American College of Emergency Physicians), Kim Jefferies, MS (Brighton Center), Paula Voyles, CFRE (OSU Foundation), Suzie Upton, CFRE (American Heart Association)
Education Track: Executive Leadership
Experience Level: Advanced

Blended Gifts: Accomplishing Philanthropic Goals Today, Tomorrow and in Perpetuity!
Presenter(s): Cathy Sheffield, MBA, CAP, CFRE, CSPG (All Saints Health Foundation)
Education Track: Gift Planning
Experience Level: Advanced

How Telling your Brand Story Increases your Giving Power
Presenter(s): Paul A Dunne, CFRE (thinkpadsolutions), Bryan Peterson (Peterson Ray & Company)
Education Track: Marketing & Communications
Experience Level: Mid

Campaign Readiness and Preparation
Presenter(s): Gary Hawkins (CCS Fundraising), Peter Kane (Diocese of Tyler)
Education Track: Major Gifts
Experience Level: Mid

Donors Want Outcomes - Now What?
Presenter(s): Katherine Curtis, CFRE (Girl Scouts of Texas Oklahoma Plains), Lindsay Tooker (Girl Scouts of Texas Oklahoma Plains)
Education Track: Research & Analytics
Experience Level: Entry

9:20 am — 9:40 am : Exhibits

9:45 am — 10:45 am : Education Sessions

Designing and Implementing a Successful DIY Tour Program and Ask Event: Creating a Snoopy Happy Dance for Your Organization
Presenter(s): Michelle Crim, CFRE (JPS Foundation)
Education Track: Annual Giving
Experience Level: Mid

Grantwriting 101
Presenter(s): Heather Ferguson Himes (United Way of Lamar County)
Education Track: Best Practices
Experience Level: Advanced

Thinking Big; Achieving the Transformational Power of a Board and Staff
Presenter(s): Sally Ingalls Rudd (VolunteerNow), Ben Casey (VolunteerNow)
Education Track: Board & Volunteer Leadership
Experience Level: Entry

What Every Fundraiser Can Do To Stop Falling Donor Retention Rates
Presenter(s): Steven Shattuck (Bloomerang)
Education Track: Donor Relations
Experience Level: Entry

Leading Change — C-Suite Perspectives on Shaping Culture & Effective Talent Management
Presenter(s): Milton Key (Alexander Haas), Robert C. Heard, MBA, CAE (American College of Emergency Physicians), Kim Jefferies, MS (Brighton Center), Paula Voyles, CFRE (OSU Foundation), Suzie Upton, CFRE (American Heart Association)
Education Track: Executive Leadership
Experience Level: Advanced

Charitable Planning Under the New Administration: A General Tax & Estate Planning Update
Presenter(s): Jeffrey N. Myers (Bourland, Wall & Wenzel, P.C.)
Education Track: Gift Planning
Experience Level: All

Loverizing: The Lucrative Difference a Few Well-Chosen Words Will Make
Presenter(s): Tom Ahern (Ahern Donor Communications)
Education Track: Marketing & Communications
Experience Level: Entry

Why Should I Give to You? — Answering the Fundamental Question that Every Donor is Asking
Presenter(s): Tim Kachuriak (NextAfter)
Education Track: Major Gifts
Experience Level: Mid

Data-Driven Fundraising: Using Data to Find Major Donors
Presenter(s): Carole Rylander, CFRE (Rylander Associates), Bill Tedesco (DonorSearch)
Education Track: Research & Analytics
Experience Level: Mid

10:50 am — 11:10 am : Exhibits

11:15 am — 12:30 pm : Keynote Address :
Tom Ahern — Following the Path to Donor Nirvana: The Six Realizations Approach

12:30 pm — 1:30 pm : Lunch

1:35 pm — 2:35 pm : Education Sessions

Raising the Fundraising Bar: Engaging in Cultural Philanthropy
Presenter(s): M. Ann Abbe, M.A. (Abbe & Associates: nonprofit and fundraising consultants), Dameon E. Madison (Hope Clinic )
Education Track: Annual Giving
Experience Level: Advanced

Worth Discussing: Finding and Retaining Effective Development Staff in the Social Services
Presenter(s): Barbara Clark-Galupi (creative!mpact), Missy Gale, CFRE (M. Gale & Associates)
Education Track: Best Practices
Experience Level: Advanced

Philanthropy and the Board: A Practical Guide to Finding Fun in Fundraising
Presenter(s): Sheridan Joslin (Dini Spheris)
Education Track: Board & Volunteer Leadership
Experience Level: Mid

The Road to Success is Paved with Good Retention: Practical Tools to Measure, Benchmark, and Understand Your Organization's Donor Retention
Presenter(s): Kimberly McGinnis (Cook Children's Health Foundation), Chase Robinson (Cook Children's Health Foundation)
Education Track: Donor Relations
Experience Level: Mid

Closing & Recognizing Million Dollar Donors
Presenter(s): Melanie Schnoll-Begun (Morgan Stanley)
Education Track: Executive Leadership
Experience Level: Advanced

Charity is Family: The Importance of Legacy Societies
Presenter(s): R. Michael George, CFRE (The Catholic Foundation), Elizabeth G. Murray, CAP (University of Dallas)
Education Track: Gift Planning
Experience Level: Entry

Turning Likes Into Donors — The Definitive Guide to Facebook Advertising for Nonprofits
Presenter(s): Jeff Giddens (NextAfter)
Education Track: Marketing & Communications
Experience Level: Entry

Asking for Major Gifts: Expecting the Unexpected
Presenter(s): Carolyn M Appleton (Carolyn M. Appleton, Inc.)
Education Track: Major Gifts
Experience Level: Mid

Crazy Important! PCI and protecting your donor's data
Presenter(s): Gretchen Carter (Greater Giving ), Joshua Allen (Greater Giving, Inc.)
Education Track: Research & Analytics
Experience Level: Entry

2:40 pm — 3:00 pm : Exhibits

3:00 pm — 4:00 pm : Education Sessions

The Art of Special Events: Cultivation of High-Level Executives
Presenter(s): William Bryant (National Office- Boy Scouts of America), Angela Sanchez, CFRE (National Office- Boy Scouts of America)
Education Track: Annual Giving
Experience Level: Mid

Fundraising with Soul: Women of Color in Philanthropy
Presenter(s): Lenita Riley Dunlap, MPA, MA (Heart House), Shawn L. Wills, CFRE (Dallas Women's Foundation)
Education Track: Best Practices
Experience Level: Mid

Launch Now! — Building the Train While It's Going Down the Tracks
Presenter(s): TD Smyers (United Way of Tarrant County), Leah M. King (United Way of Tarrant County)
Education Track: Board & Volunteer Leadership
Experience Level: Mid

When You Know Your Friends Have Become Family
Presenter(s): Missy Gale, CFRE (M. Gale & Associates, LLC)
Education Track: Donor Relations
Experience Level: Mid

Elevating Your Management Style
Presenter(s): Kevin J. Foyle, CFRE (University of Texas Health Science Center)
Education Track: Executive Leadership
Experience Level: Advanced

Tools for Your Toolbox: An Overview of Gift Planning Vehicles
Presenter(s): Joe Hancock (HighGround Advisors)
Education Track: Gift Planning
Experience Level: Mid

Making Virtual Reality a Reality for your Organization
Presenter(s): James S Anderson, CFRE (GoalBusters Consulting)
Education Track: Marketing & Communications
Experience Level: Entry

Lessons to Learn for Young Professionals
Presenter(s): John R Gilchrist, CFRE, FAHP (Philanthropy Focus LLC), Karen K Martin, CFRE (Serve Denton)
Education Track: Major Gifts
Experience Level: Entry

Data to Design: Using Research to Drive the Creative Process
Presenter(s): Cheryl Sturm (The Stelter Company)
Education Track: Research & Analytics
Experience Level: Entry

4:15 pm — 4:45 pm : Plenary Session :
Tom Ahern — Storytelling for Fundraising: It Ain't All Bourbon and Whittlin' in Your Rocker

4:45 pm — 5:45 pm : Rush Hour Retreat :
Four Day Weekend — Yes, and . . .

The essence of improvisational comedy is thinking on your feet, making things up as you go along, and, of course, being funny. But that's not all it's about. In the case of Four Day Weekend, the Fort Worth improv troupe, it is also about a philosophy — one that says "Yes, and . . ." to whatever life throws at them. Read more here.

2017 AFP DFW Philanthropy in Action Conference
Presented by Clarkson Davis

Clarkson Davis

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Schedule

Sessions & Speakers

Fact Sheet for Conference Speakers