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Conference Agenda

All sessions listed below are in Central Time (CT).

TIME EVENT DETAILS LOCATION
Wednesday, August 25, 2021
12:50pm
- 1:00pm

OPENING REMARKS/HOUSKEEPING

Amy Bobrick (@AmyBMerkleRMG)
Vice President, Strategy Merkle RMG
Chicago Ballroom ABCDE (IN-PERSON ONLY)
1:00pm
- 2:00pm

NO MO’ SILOS! THE IMPORTANCE OF PLANNING HOLISTICALLY

Integration has become more than just a buzzword and it’s in practice across campaign message and audience planning for many organizations across the industry. Yet, very often, the budgeting process remains siloed, and programs/channels are given specific cost and revenue goals that align with prior years without a real review or analysis of what should that program or channel’s budget look like based on how the file dynamics may be changing. In this session, we will drill down into approaching budget development in an integrated and holistic way to meet your program where it currently is, and to take it to where you want it to go in the future.

Tyler Hall
Senior Director, Direct Marketing Easterseals
Dave Mallory
Senior Director of Annual Giving Whitman-Walker Health
Madeline Ruffin-Thomas
Senior Director Fuse Fundraising Group
View Event Recap
Chicago Ballroom ABCDE (IN-PERSON ONLY)
2:00pm
- 3:00pm

VACCINATED! … NOW WHAT?

The vaccinations have been rolled out, a sense of ‘normalcy’ begins to creep back, and the emergency fundraising messaging can go away… so now what? The ripple effects of COVID will continue to resonate across the nonprofit industry for years to come. Join this panel of experts across a variety of nonprofit sectors for a rapid-fire review of how they have evolved their messages to fit the emerging needs of the audiences they serve to continue to stay timely, relevant, and top-of-mind with their constituent base.

Scott Bell
VP MarkeTeam
Courtney Cohee
Senior Director, Development Pancreatic Cancer Action Network
Jake Tolan
Senior Manager, Direct Marketing Smile Train
Scott Wood
VP of Individual Giving & Campaigns Operation Homefront
View Video and Presentation
Chicago Ballroom ABCDE (IN-PERSON ONLY)
2:30pm
- 4:30pm

NONPROFIT EXECUTIVE ROUNDTABLE

Join this invitation-only event where nonprofit fundraising leaders like you openly discuss the latest trends, explore issues, and share insights that are being realized from organizations across the nonprofit community. This exclusive, nonprofits-only discussion will allow industry executives to network and idea-share with each other on a personal, intimate level.

We are no longer accepting applications to attend the Roundtable.

Houston/Kansas City (IN-PERSON ONLY)
3:00pm
- 3:20pm
Networking Coffee Break

Chicago Ballroom Foyer (IN-PERSON ONLY)
3:20pm
- 4:20pm

UTILIZING PLATFORMS TO ENGAGE MILLENNIALS IN YOUR MISSION

Now is the time to rethink how we fundraise. Technology has revolutionized the way we live our lives, and donor behavior has changed. This enormous growth of a digital-first generation means we need to develop ongoing, integrated digital campaigns with our nonprofit’s traditional methods. We will use Shriners Hospitals for Children’s digital celebrity video series as an example of one organization that achieved tremendous success in donor engagement and revenue, specifically with a younger audience, by leveraging new channels like IGTV and YouTube Giving Fundraisers to generate excitement and interest. With creativity on our side, we will show you how to utilize social media to create an integrated digital marketing strategy to increase brand awareness and acquire new and younger donors.

Martin Quessenberry
Director, Digital Projects and Innovation, Donor Relations Shriners Hospitals for Children
Margaret Chialastri (@mchialastri)
Vice President of Development and Integrated Direct Response Edge Direct
View Presentation
Chicago Ballroom ABCDE (IN-PERSON ONLY)
4:20pm
- 5:21pm

UP, UP AND AWAY!

Whether you're in the process of transformational change or just know that there is an opportunity that cannot wait until the next budgeting season, this session will walk you through how you can best set yourself and organization up for additional investment. More specifically, thinking through the steps it will take to sell “scale” to your senior leadership and ultimately the Board.

Our session will take you through a few scenarios of what tools we used to help identify the areas where investment can be scaled, how we did it, and what the results were so that the vision, pathway & next steps left them saying, “yes, may I have another.”

We’ll navigate through all the roadblocks and how to avoid them but more importantly how you can map out a clear North Star that will allow you move your discussions from Fiscal Year budgeting, to something that looks further into the future.

Dan Karp
Senior Vice President, Integrated Direct Marketing Covenant House
Christopher Pangretic
Senior Vice President Integral LLC
Adam Rosenscruggs
Senior Vice President of Analytics Integral LLC
These speakers will present virtually.
View Event Recap and Related Materials
Chicago Ballroom ABCDE (IN-PERSON ONLY)
5:21pm
- 5:25pm

CLOSING REMARKS

Amy Bobrick (@AmyBMerkleRMG)
Vice President, Strategy Merkle RMG
Chicago Ballroom ABCDE (IN-PERSON ONLY)
5:25pm
- 6:30pm

WELCOME RECEPTION

Welcome and Welcome back the return of live events. Kick off your evening activities with a celebration for bringing our industry together again in-person! Mingle with old and new friends, colleagues, and peers. Grab refreshing drinks and appetizers. Enjoy a great opportunity to network and relax a with your fellow attendees.

Garden Terrace 9th Floor (IN-PERSON ONLY)
6:30pm

DINNER ON YOUR OWN

(IN-PERSON ONLY)
Thursday, August 26, 2021
7:30am
- 8:30am

BREAKFAST

Chicago Ballroom ABCDE (IN-PERSON ONLY)
8:30am
- 8:40am

OPENING REMARKS & HOUSEKEEPING

Karen Barr (@kalb2010)
Senior Director, Supporter Acquisition and Retention Save the Children
Chicago Ballroom ABCDE (HYBRID)
8:40am
- 8:55am

ANA NONPROFIT FEDERATION CHAIR AND VICE CHAIR OPENING REMARKS

Senny Boone
SVP, Nonprofit Federation ANA
Elizabeth Nielsen
SVP, Digital & Direct Marketing, Feeding America |Chair ANA Nonprofit Federation Advisory Council
View Video
Chicago Ballroom ABCDE (HYBRID)
8:55am
- 9:05am

WELCOME REMARKS

Kevin White
President & Chief Growth Officer One & All
View Video
Chicago Ballroom ABCDE (HYBRID)
9:05am
- 9:50am

DIGITAL TRANSFORMATION: BUILDING A PROGRAM FOR THE ROAD AHEAD

Can website visitors easily find your donation page? Does your organization have a consistent brand and presence across digital channels? Are you creating an engaging experience for online donors?

Thanks to Google, Amazon and Facebook, people expect a higher level of sophistication from nonprofit organizations today. We’re taking a closer look at how digital transformation is crucial for building a successful fundraising program for the years ahead.

Brim Basom
Chief Information Officer Mothers Against Drunk Driving
Jarred Schremmer
SVP Digital & Media Strategy RKD Group
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
9:50am
- 10:35am

RAISE VOICES OR RAISE FUNDS? INTEGRATING ADVOCACY INTO YOUR DIRECT RESPONSE

There's advocacy and there's fundraising. Often, they're seen as different and unrelated forms of constituent messaging. One builds your movement, the other builds your revenue. Given the golden rule of one single call to action (CTA) and the cost of new donor acquisition mail campaigns, that CTA must certainly be a call to donate, right? Not necessarily! In this session we'll discuss how to use advocacy to power up your fundraising. We'll share the case of a direct mail acquisition campaign for Meals on Wheels America that paired the two, and drove results up 68%!

Kristine Templin
Chief Development Officer Meals on Wheels America
Marcy Auman
Executive Vice President TrueSense Marketing
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
10:35am
- 10:55am
Networking Coffee Break

Chicago Ballroom Foyer (HYBRID)

SPEED NETWORKING

Learn fun and interesting facts about your fellow attendees! You’ll have a chance to connect with your nonprofit peers, knowledge-share and broaden your professional circle. Take part in our 1st ever virtual networking event to meet and engage with others in multiple 1-1 personal meetings and socialize for 3 minutes each. This is the perfect way to begin the day of the hybrid conference.

(VIRTUAL ONLY)
10:55am
- 11:55am

KEYNOTE PANEL: MAKING DEI A JOURNEY, NOT A DESTINATION

Fostering diversity, equity, and inclusion in the workplace is not as simple as filling a quota or checking off boxes. It continues to be an elusive undertaking for many organizations. A clear and obvious path to achieving diversity, equity, and inclusiveness may not exist, but understanding the benefits and nurturing the right culture are important steps toward this evolution. Hear from Nonprofit Executive Leaders on each of their personal journeys. Listen to their stories of successes and the challenges faced along the way, and gain insights to help your organization take a step in the right direction.

Moderator: Dorene Ocamb
Chief Development & Marketing Officer The Armed Services YMCA
Unmi Song
President Lloyd A. Fry Foundation
Sharon Bush (@SharonBush_GVF)
President Grand Victoria Foundation
Charles A. Montorio-Archer, Ph.D., Esq., MPA
President & Chief Executive Officer One Hope United
Ami McReynolds (@Msami0731)
Chief Equity & Programs Officer Feeding America
View Video
Chicago Ballroom ABCDE (HYBRID)
11:55am
- 12:27pm

BUILDING UP RECURRING REVENUE YOU CAN COUNT ON

Coming out of the chaos of the coronavirus pandemic, predictable monthly revenue from recurring donors is more critical than ever. This sort of high-value, set-it-and-forget-it revenue stream allows organizations to engage in the long-term planning required to stay ahead of the pack and weather the storm when external forces affect other fundraising methods, like face-to-face, in unexpected ways.

Alongside the USO, MissionWired will help showcase the testing, tactics, and tools that have powered cross-channel digital strategies and secured program-changing recurring revenue without losing one-time gifts. From robust testing on initial conversions – leading to some unexpected results – to rich, ongoing segmentation strategies that pinpoint, then upgrade, likely targets, you will leave with a deep understanding of both best practices and innovative experiments to grow your sustaining revenue and fortify your bottom line regardless of what 2021 throws your way.

Maureen McNally
EVP MissionWired
Mary English Bell
Senior Manager, Donor Retention & Cultivation USO
Aaron Teskey
Vice President, Digital Advertising & Acquisition MissionWired
These speakers will present virtually.
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
12:27pm
- 1:40pm

LUNCHEON

Chicago Ballroom ABCDE (IN-PERSON ONLY)
1:40pm
- 2:05pm

NONPROFIT ORGANIZATION OF THE YEAR AWARD CELEBRATION

Congratulations and mazel tov to 2021 Association of National Advertisers Nonprofit Organization of the Year Award winner International Fellowship of Christians and JewsThe Nonprofit Organization of the Year Award, presented annually at our summer conference, recognizes outstanding accomplishments by a nonprofit organization using data-driven marketing to advance its mission. The recipient is determined based on the following criteria:

  • Sustained achievement in fundraising through data-driven marketing and consistently successful financial performance
  • Recognized leadership with a reputation for excellence within the nonprofit and data-driven marketing communities, as well as with the public at large
  • High ethical standards and compliance with generally accepted standards for management and public disclosure.

Tracey Burgoon
Director of Direct Marketing, DAV & ANA NF Advisory Council Awards Committee Chair
View Video
Chicago Ballroom ABCDE (HYBRID)
2:05pm
- 2:50pm

FIRE UP YOUR EMAIL PROGRAM: AUTOMATION, STRATEGY, CREATIVE

Email continues to be the workhorse of any nonprofit’s digital program. But the marketplace is crowded and inboxes are overflowing. Learn how to stand out from your competitors and raise more money by creating an engaged email community. See how the Central Park Conservancy revamped their email program using new messaging and design, changing their send calendar, and implementing marketing automation. Case studies from other organizations will be presented, too, so there will be plenty of ideas, tips, and tricks for you to take away and implement in your own program.

Shayla L. Titley
Director of Membership Central Park Conservancy
Jessica Harrington
President The Harrington Agency
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
2:50pm
- 3:35pm

STRATEGIES & TIPS TO KEEP YOUR DIRECT MAIL PROGRAM THRIVING

Direct mail continues to be a critical channel for nonprofit organizations to raise money, communicate with donors, and increase brand awareness. In this session you’ll learn about what’s trending and emerging in direct mail, including the importance of utilizing data to create powerful messages as well as cost-saving ideas for your mailings. You’ll hear from leaders from Feeding America, The International Fellowship of Christians & Jews and Save the Children to understand how their organizations continue to invest in and adjust their direct mail program strategy during these evolving times.

Joe Gomez
Director, Business Development Productions Solutions
Erica Agree Prescott
Senior Director, Integrated Fundraising, Direct Mail and Retention The International Fellowship of Christians & Jews
Rose Cashner
Director, Direct Marketing Feeding America
Karen Barr (@kalb2010)
Senior Director, Supporter Acquisition and Retention Save the Children
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
3:35pm
- 3:55pm
NETWORKING COFFEE BREAK

Chicago Ballroom Foyer (HYBRID)
3:55pm
- 4:40pm

CONNECTING ACROSS CULTURES: MARKETING AUTHENTICALLY TO DIVERSE DONORS

The U.S. donor base, like the country itself is diverse and savvy about marketing techniques. Culture is far deeper than ethnic and racial background or language and  as such you need to understand your donors on a deeper level. Donors realize when they’re being pandered to, and they place a high value and positively respond to organizations that directly and authentically speak to them. Hear from pioneers who developed their organizations multicultural marketing and fundraising program using the best and most authentic campaigns  to reach donors of diverse communities. We’ll deep dive on the data, explore strategies that work, and discuss pitfalls to avoid.

Evelyn Homs Medero
Sr. Vice President, Strategic Partnerships and Multicultural Marketing St. Jude Children's Research Hospital – ALSAC
Edna Kane Williams (@ekanewilliams)
EVP and Chief Diversity Officer AARP
Ivan Leon
Chief Strategist Kerux Group Inc.
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
4:40pm
- 5:25pm

KEYNOTE PRESENTATION: OUR COMMON GOALS CALL FOR COLLABORATION NOW

The nonprofit sector is steeped in doing what's right. Due to COVID-19 and many of the events of 2020 and evolving stakeholders expectations  it must now contend with a corporate sector that has had to rethink their contributions to the world and are now prioritizing social purpose. It's time for collaboration across the divide.

Geof Rochester
Founder GRC Advising
View Video and Presentation
Chicago Ballroom ABCDE (HYBRID)
5:25pm
- 5:30pm

CLOSING REMARKS

Karen Barr (@kalb2010)
Senior Director, Supporter Acquisition and Retention Save the Children
Chicago Ballroom ABCDE (HYBRID)
5:30pm
- 6:30pm

POWER NETWORKING RECEPTION

Take advantage of being there in-person! Because it’s not just what you know; it’s who you know. In addition to a strong education content that provides the knowledge you need to advance you and your organization to the next step; this event is an opportunity to meet people who can help you get there. Expand your professional network by joining us for drinks and appetizers with prominent industry leaders and peers and continue your discussions started in the session rooms. What a great way to finish the day!

Chicago Ballroom Foyer (IN-PERSON ONLY)
6:30pm

DINNER ON YOUR OWN

(IN-PERSON ONLY)
Friday, August 27, 2021
7:00am
- 8:00am

BREAKFAST

Chicago Ballroom ABCDE (IN-PERSON ONLY)
8:00am
- 8:10am

OPENING REMARKS

Amy Bobrick (@AmyBMerkleRMG)
Vice President, Strategy Merkle RMG
Chicago Ballroom ABCDE (HYBRID)
8:10am
- 8:30am

POSTAL RATES & DATA PRIVACY – SUMMER HEAT FOR TOP ISSUES

Join us for a brief update on the latest from Washington impacting your ability to raise funds – increasing postal rates and the current privacy debates at the federal and state levels. As postal rates are set to rise, what are the next steps? If privacy bills advance, how will this impact your ability to outreach to your donors? Learn what you can do to help!

Chris Oswald
SVP, ANA Government Affairs ANA
Senny Boone
SVP, Nonprofit Federation ANA
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
8:30am
- 9:15am

PAVE THE WAY FOR A COOKIE-LESS WORLD

The cookiepocolypse is coming. It's just a matter of when. After years of relying on third-party cookies for insights on consumer behaviors, the marketing and advertising industries are being forced to pivot due to new concerns over privacy. Donors and consumers have been “creeped out” by the clairvoyant nature of digital ads following them around the internet. Yet, in contradiction, those same consumers are expecting increasingly personal brand journeys. 
  • How concerned should Nonprofit fundraisers be about ongoing and impending Digital Advertising changes?
  • How much of our ‘business as usual’ activities will be able to continue in this modified digital advertising environment?
  • What are three things nonprofits can do right now to ensure their digital programs withstand IOS modifications and cookie deprecation?

Join this session to decode and gain a better understanding of what the cookiepocolypse could mean for your organizations fundraising initiatives. From digital novices to natives, this session’s attendees will walk away with insights they can use from leading industry data, agency, tech, and nonprofit experts.

Katie Valvo
Vice President, Strategy and Planning Epsilon
Mike Anthony
Business Development Executive, Data Solutions Epsilon
Sheila Hollins
SVP of Integrated Media ForwardPMX
Charles LeHosit
VP of Technology RKD Group
Britt Vatne
President Management Accounts Adstra
These speakers will present virtually.
View Video and Presentation
Chicago Ballroom ABCDE (HYBRID)
9:15am
- 10:00am

KEYNOTE PRESENTATION: REVITALIZING A LEGACY BRAND IN AN INCREASINGLY COMPETITIVE LANDSCAPE

Since joining Easterseals in 2018 as the organization began to prepare for its 100th Anniversary, President and CEO Angela F. Williams has leveraged her more than 30 years of leadership in the corporate and nonprofit sectors to re-energize the organization’s brand through marketing and advocacy strategies designed to broaden equity, inclusion, and access for the one in four Americans living with disability today.  Through earned media, thought leadership, and strategic partnerships, Williams is putting the spotlight on issues that impact the lives of the people, families, and communities served by Easterseals - and generating support from corporations, foundations, philanthropists, and individual donors - as she leads Easterseals into its second century of service. 

Angela F. Williams (@AngelaFWilliams)
President and CEO Easterseals
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
10:00am
- 10:20am
Networking Coffee Break

Chicago Ballroom Foyer (HYBRID)
10:20am
- 11:05am

EXAMPLES OF EXCEPTIONAL DONOR EXPERIENCES IN DIRECT RESPONSE

Exceptional donor experiences are the gold standard for our work, and something we strive to provide each and every day. For too long experience has been defined as something you do in-person, and usually at an event. And then came COVID. This last year allowed us to expand our definition of experience and rethink the way we use direct mail, digital channels and good ‘ol fashioned phone to engage our donors – and we’re better because of it. Together we’ll look at some of our favorites from 2020.

Whitney Norman
Vice President, Client Solutions Pursuant
David Sacchetti
Director of Client Strategy Pursuant
Krista Byers
National Director of Annual Giving JDRF International
These speakers will present virtually.
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
11:05am
- 12:05pm

LUNCHEON

Chicago Ballroom ABDCE (IN-PERSON ONLY)
12:05pm
- 12:50pm

HOW DEFENDERS OF WILDLIFE INCORPORATES CTV INTO A ROBUST OMNICHANNEL FUNDRAISING STRATEGY

During the 2020 holiday season, Defenders of Wildlife tasked Data Axle’s nonprofit team with creating a unique CTV campaign to raise brand awareness, engage prospective donors, and boost fundraising. Together, Data Axle and Defenders of Wildlife worked to create a custom audience for the campaign using Data Axle’s donor database, Apogee, and custom modeling to create an audience of potential donors who were likely to give online. To target them, we created a CTV ad to drive brand awareness and a display retargeting ad with similar creative and messaging which was served to the same audience. Both campaigns drove the audience to Defenders’ website and encouraged them to donate.

Brandy Swimeley
Vice President of Integrated Marketing Defenders of Wildlife
Amy Braiterman
Vice President, Strategy Data Axle
Lisa Greene
CFRE, Senior Vice President, Nonprofit Solutions Data Axle
These speakers will present virtually.
View Event Recap and Related Materials
Chicago Ballroom ABCDE (HYBRID)
12:50pm
- 1:20pm

CLOSING REMARKS: THAT'S A WRAP: HIGHLIGHTS OF THE HYBRID CONFERENCE

This fast-paced “welcome back” session will cover the key moments of the 1st Summer Hybrid Conference in 40 minutes or less! The conference chairs will highlight takeaways from the multitude of sessions as well as notable discussions that arose over the conference. Pulling the very best from across the presentations, think of this as your cliff notes version of events! It will be a fun way to celebrate and will arm you with the new strategies, ideas and approaches you need to elevate your organizations fundraising and marketing campaigns!

Amy Bobrick (@AmyBMerkleRMG)
Vice President, Strategy Merkle RMG
Karen Barr
Senior Director, Supporter Acquisition and Retention Save the Children
Luke Franklin
Vice President, Membership ASPCA
View Video
Chicago Ballroom ABCDE (HYBRID)

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