Meet the Speakers

Jim Anderson, CFRE
Alice L. Ferris, MBA, CFRE, ACFRE
(Founding Partners, GoalBusters)

The House of Philanthropy: Creating a Framework for Cross-Cultural Giving

Speaker Sponsor: Dynamic Development Strategies

Session Description

Every day, the world of philanthropy gets more culturally complex. As the sector continues to evolve, we must be aware of commonalities and differences in how cultures relate to philanthropic giving, and how that impacts fundraising strategy. In this session, we'll discuss the rich vocabulary, varied currency, donor motivations and key relationships in our many philanthropic communities and develop techniques to nuance your fundraising programs.

Jim Anderson

Bio — Jim Anderson

Jim Anderson has more than 30 years of sales and training experience through his positions with local media and national consumer research companies. Consistently recognized as a top revenue producer, Jim earned the Sales Executive of the Year, Negotiator of the Year, the New Business and Over Achiever awards among many other accolades. Jim migrated into the nonprofit arena in 2005, and specializes in marketing and branding strategy, multimedia production, direct sales and sponsorship training programs, board and organizational training, and innovative approaches to storytelling. He was honored as AFP Northern Arizona Fundraising Professional of the Year in 2010 and achieved his Certified Fundraising Executive (CFRE) in 2013.

Alice Ferris

Bio — Alice Ferris

Alice Ferris, GoalBusters founder, began her career at age 16, blowing bubbles onto the set at Wisconsin Public Television during a fundraiser for the Lawrence Welk Show. Alice thrives in finding creative solutions for the fundraising challenges of small organizations, as well as teaching and training about practical and realistic tactics. Alice is recognized in North America for her appearances on public television fundraisers, including Downton Abbey, Ken Burns: America's Storyteller, and Suze Orman's Financial Solutions for You. Alice was the 90th professional to receive the Advanced Certified Fundraising Executive (ACFRE) credential and is a three-time honoree as Outstanding Fundraising Professional from the Association of Fundraising Professionals Northern Arizona Chapter. She serves on the advisory boards for the Bolz Center for Arts Administration at the Wisconsin School of Business, and the Communication Arts Program at the University of Wisconsin.

Together, Jim Anderson and Alice Ferris are partners in GoalBusters, a consulting firm specializing in hands-on, comprehensive fundraising leadership for small to medium sized charitable organizations. Their team offers services in development and campaign assessment, strategic planning, campaign direction, board and team training, grant writing, and specialty services for public and community media. Alice and Jim are in the trenches with several organizations, helping inspire and facilitate growth and evolution in fundraising programs ranging in scope from $100,000 to $54 million. Alice and Jim are seasoned international speakers and AFP master trainers.




Laura Fredricks

Laura Fredricks, JD
(CEO and Founder, THE ASK©)

THE ASK©: It's Always Their Idea

Speaker Sponsor: M.Gale & Associates

Session Description

How many board, staff, and volunteer members feel "pressured," "uncomfortable," "self-conscious," or "afraid and unwilling to hear no," that they are unwilling to Ask their friends, colleagues, new or current supporters to meet, come to an event, or heaven forbid, for money! Even as we semi transition away from computer screens to make an ask or carry on with our digital ASK meetings, our listening skills have never been more important with any ASK. The ASK actually has changed a bit from what we were so used to and comfortable with in 2019. In this highly dynamic and interactive session I will share with you how listening for a few short questions or statements can reverse the way we think and approach the ASK. This is a Game Changer for sure! You don't want to miss how you now can get everyone on board to make THE ASK©! Remember to bring your questions.

Bio

Laura Fredricks, JD is the Billion Dollar ASK Maker Powerhouse, who as CEO and Founder of THE ASK©, trains and coaches individuals, nonprofits and businesses on How to ASK and GET exactly what you want. Her structured "5-Step Process for any ASK" has brought resounding sustainable monetary success worldwide. Her six books, including three on THE ASK©, are the international industry leading go-to guides. Her latest book: "THE ASK: For Business, For Philanthropy, and Everyday Living" has helped hundreds of boards, fundraisers, attorneys, entrepreneurs, teenagers, artists and philanthropists get their Best Life Possible, through THE ASK.

As a "seasoned 30-year member of AFP" she has served on the Philadelphia and NYC AFP Chapter Boards, and was bestowed the Ralph E. Chamberlain Award for extraordinary leadership in the field of fundraising and lifetime of service to the profession.




Russell James

Russell N. James III, J.D., Ph.D., CFP®
(Chaired Professor, Department of Personal Financial Planning, Texas Tech University)

Socratic Fundraising: Using Questions to Advance the Donor's Journey

Speaker Sponsor: CCS Fundraising

Session Description

Fundraising often focuses on making "the ask," as in asking for money. But appreciative inquiry uses questions throughout the identification and cultivation processes to help the donor discover their own reasons for making a transformational donation. In this presentation Professor James starts with the "why" from research, theory, and experience and moves into the practical "how" of exactly what questions to ask, in what order, and for what purpose. You'll leave with a deeper understanding of the transformational gift decision processes and plenty of real-world "magic" questions to try out right away.

Using Storytelling in Major and Planned Gifts Fundraising: New Findings, Ancient Origins, and Practical Tips

Speaker Sponsor: CCS Fundraising

Session Description

Connecting with the donor's life story in the right way can be a powerful trigger for legacy giving. But, how do we do that? Professor James shows how understanding the ancient origins and the latest research findings leads to simple, effective, practical techniques that anyone can use to more effectively encourage major gifts and gifts in wills.

Bio

Russell James, J.D., Ph.D., CFP® is a chaired professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.

Dr. James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal's Smart Money Magazine.




Brady Josephson

Brady Josephson
(Managing Director, NextAfter Institute)

Multi-Channel Donor Communications: What You Can Learn from 119 Nonprofits

Speaker Sponsor: Mission Allies

Session Description

Multi-channel communication is proven to increase donor value and revenue, but the challenge is knowing what channels to use, how to use them, and when to communicate. In this session, you'll see how 119 nonprofits are using the phone, text, email, and mail to communicate to their new online and offline donors as well as some tips and ideas to optimize your communications as well.

Bio

Brady is the Managing Director of the NextAfter Institute where he performs original research, develops evidence-based resources, and provides data-driven training to help organizations raise more money online to fund their life-changing work.

A charity nerd, adjunct professor, and international speaker, his thoughts have been featured in The Huffington Post, NPR, and The Chronicle of Philanthropy among others. He was the lead researcher and author of The Canadian Online Fundraising Scorecard, The State of Nonprofit Donation Pages, and The State of Nonprofit Email Cultivation. Brady is also a host of The Generosity Freakshow — a podcast discussing how we can improve, optimize, and grow giving.

He lives just outside Dallas, Texas with his wife, Liz, son, Hendrix, and dog, Melly. You can connect with him on LinkedIn, in/bradyjosephson, and follow him on Twitter, @bradyjosephson.




Tim Kachuriak

Tim Kachuriak
(Founder and Chief Innovation and Optimization Officer, NextAfter Institute)

Secrets Revealed from Over 2,600 Digital Fundraising Experiments

Speaker Sponsor: Fundraiser Strategies

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.

Objectives

  • Attendees will learn the "fundraiser's fundamental flaw" that keeps them from getting better results and how they can overcome it.
  • Attendees will learn how you can turn your web site into a living laboratory and collect rich behavioral data that helps you continue to evolve your understanding of your donors and what makes them give.
  • Attendees will learn how effective storytelling can trigger a biological chemical reaction inside their supporters that forms a powerful bond to their organization and makes them give more generously.

Bio

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 and is a frequent speaker at international 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, 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.

Kachuriak lives in Prosper, TX with his wife Rebecca, and their four children: Max (13), Charlie (11), Gracie (10), and Joey (4).




Bill Strathmann

Bill Strathmann
(CEO, Network for Good)

How Nonprofits are Doubling Down on Relationships with Subscription Giving

Speaker Sponsor: M.Gale & Associates

Session Description

Nonprofits are clearly facing some steep challenges during the COVID-19 crisis. Even during good times, around half of them have less than one month of operating reserves and less than six months of cash to keep them afloat. Nonprofits with strong relationships built around recurring donations are clearly going to have an advantage when it comes to weathering this and future storms. In this session, Bill will share what nonprofits can learn from popular B2C subscription companies in terms of growing recurring revenue and from Network for Good's Subscription Giving Pilot funded by The Bill and Melinda Gates Foundation.

Bio

Bill Strathmann is CEO of Network for Good and a member of its Board of Directors. He is a social entrepreneur, who throughout his career has traversed sectors, bringing good business practices to corporations and nonprofits alike. Bill has led Network for Good through sixteen years, six acquisitions, $3 billion to charity and its spinout from nonprofit to B corporation. He came to Network for Good from Andersen Business Consulting as a strategy and merger specialist, where he built and led a consulting practice serving large nonprofits including the Nature Conservancy, National Geographic Society, National Association of Home Builders and United Way. Bill has also served as Chairman of the Social Enterprise Alliance and currently serves on the boards of nonprofits A Wider Circle and Soles 4 Souls. He is a co-author featured in the book, People to People Fundraising — Social Networking and Web 2.0 for Charities. Bill has a bachelor's degree in philosophy from Haverford College and a master's degree in business administration from the Darden School at the University of Virginia.




Jim Taylor

Jim Taylor
(Vice President of Leadership Initiatives, BoardSource)

Integrating Diversity, Equity and Inclusion into Your Nonprofit Board Culture

Session Description

The issue of racial inequity has moved to the forefront of our current national conversation. Nonprofit leaders play a unique role in bridging societal divisions and brokering solutions, so it is essential that we are operating at our best — a responsibility that requires us to be diverse in our board compositions, inclusive in our board cultures, and equity-focused in how our boards see their work (and the world). In this session we will discuss the importance of diversity, equity and inclusion (DEI) to our missions, our work and the people we serve; current national data on nonprofit board diversity; and key strategies and steps that boards can adopt to become more impactful through a greater commitment to DEI. Jim will also share links to tools and resources that boards and organizations may utilize for further advancement of their equity work

Bio

As vice president of leadership initiatives, Jim Taylor focuses on leading BoardSource's efforts to position nonprofit boards for stronger leadership on diversity, equity, and inclusion. This includes leading the organization's work to spark and support understanding, action, and change at the board level on these issues; serving as an external representative, speaker, and writer; developing new resources and programming; and partnering with peer organizations around the country.

Prior to joining BoardSource in December 2018, Jim held several leadership roles in community development and diversity, equity, and inclusion. As vice president of multicultural leadership at AARP, he developed partnerships to create greater access to health, wealth, and "quality of life" programs and information for African Americans of age 50+. At Capital One, in the roles of director of community relations and director of community development, Jim developed and implemented impactful national and local strategies that leveraged the organization's philanthropic, volunteer, and programmatic resources to serve lower-income populations. As director of product innovation at Fannie Mae, he developed several successful first-time homebuyer programs targeted to multicultural audiences. And most recently, Jim was the corporate relations program officer at the Fairfax County (VA) Office of Public Private Partnerships, where he was a key member of the strategy team for the county's racial and social equity policy, "One Fairfax."

Jim has served on boards of directors and advisory boards of various local and regional nonprofits, including Carpenter's Shelter, the Latino Economic Development Center, the Housing Association of Nonprofit Developers, the Affordable Housing Conference of Montgomery County (MD), Shelter House, and LearnServe International. Jim is also a member of the LEAP Ambassadors Community (a national community of leaders from the nonprofit, civic, philanthropic, and government sectors who are dedicated to supporting the high performance and impact of the social sector).

Jim is from Long Island, New York and earned an MBA from the University of North Carolina Kenan-Flagler Business School and a BA from the University of Virginia.




Eddie Thompson

Eddie Thompson, Ed.D., FCEP
(Founder and CEO, Thompson & Associates)

How to Develop and Implement a Fundraising Strategic Plan in a Post Pandemic World

Speaker Sponsor: ThinkGiving

Session Description

Learn how to develop and implement a Fundraising Strategic Plan that will help you do more with less! We've all heard the famous quote, "If you're failing to plan, then you're planning to fail." This is truer today in the world of fundraising with so much competition for your donors' dollars. Discover the secrets from a professional fundraiser who has done this for over 40 years.

Come away from this presentation with a clear idea of what next steps you can take to reach your organizations true fundraising potential.

Bio

Dr. Eddie Thompson holds a Doctorate of Education in Higher Education Administration from Vanderbilt University. His doctoral dissertation was on successful fundraising methods. His academic achievements include two Master of Arts degrees, a Bachelor of Arts and an Associate of Fine Arts degree. He has served in many capacities with nonprofit organizations, including Assistant to the President, VP of Institutional Advancement, Director of Planned Giving and Chief Executive Officer.

Eddie is the Founder and CEO of Thompson & Associates, the nation's premier charitable estate planning firm. Thompson's innovative and proven process is engaging organizations and their donors nationwide. The Thompson & Associates' team, consisting of over 49 attorneys and experienced professionals, help individuals and families plan to pass their assets to their family and to the organizations they support in a manner consistent with their values and objectives. This proven process delivers unprecedented results for donors, their families and nonprofit organizations. This unique process resulted in the successful completion of estate plans that directed several billion dollars to charities and billions more to families.

Eddie is an active instrument pilot with land and seaplane ratings.


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