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

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

OPENING REMARKS/HOUSKEEPING

Chicago Ballroom ABCD (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
Courtney Lewis
Senior Vice President, Fundraising Strategies Fuse Fundraising Group
Chicago Ballroom ABCD (IN-PERSON ONLY)
2:00pm
- 5:30pm

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.

If you’re interested in attending the round table, please complete the linked form. You must be approved to participate in the discussion.

TBD Location (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
Chicago Ballroom ABCD (IN-PERSON ONLY)
3:00pm
- 3:20pm
Networking Coffee Break

Chicago Ballroom Foyer ABCD (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
Vice President of Development and Integrated Direct Response Edge Direct
Courtney Marsh
Digital Account Director Edge Direct
Chicago Ballroom ABCD (IN-PERSON ONLY)
4:20pm
- 5:20pm

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
Chicago Ballroom ABCD (IN-PERSON ONLY)
5:30pm
- 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.

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

BREAKFAST

Chicago Ballroom ABCD (IN-PERSON ONLY)
8:30am
- 8:50am

OPENING REMARKS

Senny Boone
SVP, Nonprofit Federation ANA
Craig Zeltsar
Principal, NNE Marketing |Vice Chair ANA Nonprofit Federation Advisory Council
Elizabeth Nielsen
SVP, Digital & Direct Marketing, Feeding America |Chair ANA Nonprofit Federation Advisory Council
Chicago Ballroom ABCD (HYBRID)
8:50am
- 9:00am

WELCOME REMARKS

Chicago Ballroom ABCD (HYBRID)
9:00am
- 9:45am

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.

Justin McCord
Senior VP of Sales and Marketing RKDGroup
Jarred Schremmer
VP of Strategy, Digital and Media RKDGroup
Brim Basom
Chief Information Officer Mothers Against Drunk Driving
Chicago Ballroom ABCD (HYBRID)
9:45am
- 10:30am

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
Chicago Ballroom ABCD (HYBRID)
10:30am
- 10:50am
Networking Coffee Break

Chicago Ballroom Foyer ABCD (HYBRID)

SPEED NETWORKING

(VIRTUAL ONLY)
10:50am
- 10:55am

KEYNOTE INTRODUCTION

Chicago Ballroom ABCD (HYBRID)
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
President Grand Victoria Foundation
Charles A. Montorio-Archer, PhD, Esq., MPA
President & Chief Executive Officer One Hope United
Ami McReynolds
Chief Equity & Programs Officer Feeding America
Chicago Ballroom ABCD (HYBRID)
11:55am
- 12:40pm

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, Anne Lewis Strategies 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
Adam Faircloth
Senior Director of Donor Acquisition USO
Chicago Ballroom ABCD (HYBRID)
12:40pm
- 1:40pm

LUNCHEON

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

NONPROFIT ORGANIZATION OF THE YEAR AWARD CELEBRATION

The 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.

(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
Chicago Ballroom ABCD (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 impactful 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
Senior Director, Supporter Acquisition and Retention Save the Children
Chicago Ballroom ABCD (HYBRID)
3:35pm
- 3:55pm

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

CONNECTING ACROSS CULTURES: MARKETING AUTHENTICALLY TO DIVERSE DONORS

The US 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
EVP and Chief Diversity Officer AARP
Chicago Ballroom ABCD (HYBRID)
4:40pm
- 5:15pm

KEYNOTE PRESENTATION B

Geof Rochester
Founder GRC Advising
(HYBRID)
5:15pm
- 5:20pm

CLOSING REMARKS

Chicago Ballroom ABCD (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!

(IN-PERSON ONLY)
6:30pm

DINNER ON YOUR OWN

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

BREAKFAST

(IN-PERSON ONLY)
8:00am
- 8:10am

OPENING REMARKS

Chicago Ballroom ABCD (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
Chicago Ballroom ABCD (HYBRID)
8:30am
- 9:15am

FUTURE OF FUNDRAISING SESSION

Chicago Ballroom ABCD (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
President and CEO Easterseals
Chicago Ballroom ABCD (HYBRID)
10:00am
- 10:20am
Networking Coffee Break

Chicago Ballroom Foyer ABCD (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
Chicago Ballroom Foyer ABCD (HYBRID)
11:05am
- 12:05pm

LUNCHEON

(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
Chicago Ballroom ABCD (HYBRID)
12:50pm
- 1:30pm

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
Vice President, Strategy Merkle RMG
Karen Barr
Senior Director, Supporter Acquisition and Retention Save the Children
Luke Franklin
Vice President, Membership ASPCA
Chicago Ballroom ABCD (HYBRID)
1:30pm
- 1:35pm

CLOSING REMARKS

Chicago Ballroom ABCD (HYBRID)

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