8:00- 5:00 pm — Registration Open – Ballroom Foyer

5:30 – 6:30am — Boot Camp – Hotel Lobby

8:00-9:00am Networking Continental Breakfast – Ballroom lll-lV

9:00-10:00am — Opening Keynote: Bold Breakthroughs vs. Tenacious Tweaking – Ballroom lll-lV

 Bill Kliewer will inspire and encourage us by sharing some of the stories and insights he has gathered over the last 47 years in roles such as Executive Vice President and Chief Operating Officer of World Vision, Vice President and General Manager of the Russ Reid Company, Executive Vice President and most recently Interim Chief Operation Officer for Operation Smile.  We are honored to have Bill set the stage for our conference through his words and stories.

10:15-11:15am — Concurrent Sessions

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We all know that change can be hard.  But what is change like for a nonprofit organization that has managed fundraising internally for years, or even decades, to make the move to a  fundraising agency relationship.  This can be a major transition, both operationally and culturally, often involving the most senior leadership of the organization and affecting everything from Member Services, to IT, to Finance, to Human Resources.

Hear from leading nonprofit organizations that transitioned to a first-time agency relationship.  Hear five lessons learned about the transition process.  Hear the potential pitfalls and pleasant surprises they encountered along the way.

Intended Audience: All

Learning Outcomes:

1. Changes you can expect when you make the move to a fundraising agency relationship.

2. Tips on how to transition your fundraising management from internally to externally.

3. How leading nonprofit organizations have overcome challenges when making the transition, both operationally and culturally.

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Allison Porter, President, Avalon Consulting Group; Amelia Koch, Director of Membership, Chesapeake Bay Foundation; Elizabeth Pegram Bruns, Director of Membership Fudraising, National Trust for Historic Preservation.

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Every nonprofit has its moment to shine. A disease awareness month that washes the country in your organization’s signature color. A holiday when the sound of your street team is synonymous with the season. An inspiring response to a natural disaster. Or, in the case of the U.S. Olympic Committee (USOC), the Olympic Games. In 2010, following the Vancouver Winter Games, the USOC only raised $123,000 online and saw 95% of its email file go dormant.  Not wanting a repeat performance following the 2012 London Games, the USOC set out to learn everything it could about its file: who they are (and what clusters they fit into), what they wanted and how to invite new people to the party. Join Team USA to learn about how they not only maximized revenue, but also maximized learning during the London Games. And how they used constituent clusters to host a great after party after the excitement faded.

Intended Audience: All

Learning Outcomes:

1. Setting up a great pre-party – Finding out about your constituents so you can give them the experience they crave. Use consistent clusters to provide both customized treatment and communications plans for different groups of supporters.

2. Hosting the main event – Balancing communications so your fans hear just what they want and how much they want from you.

3. Keeping thr after party going – Engaging your diehard throughout the year and converting them to sustaining donors.

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Bethany Bauman, Senior Director, Digital Strategy, Merkle, Inc.; Johanna Olivas, Manager, Digital Fundraising, U.S. Olympic Committee; Mark Rhode, Vice President, Russ Reid 

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Decision Science is the study of the motivations and influences around how we  make decisions in our lives and you may be surprised at how irrational you might be!  This interactive session will explore how our donors make decisions under conditions of uncertainty in such a way as to maximize your fundraising outcomes.  Based on the popular book by Dan Ariely, Predictably Irrational, we will demonstrate the power of decision science and how it can be applied to fundraising with market examples.  We will share results through in-market head to head tests, ultimately illustrating how changes in the structure of an offer, message and creative can influence how a donor thinks and subsequently acts.

Intended Audience: All

Learning Outcomes:

1. Introduce the concepts of decision science and how understanding and applying this emerging science can increase fundraising performance

2. Provide real world examples of decision making science that will open the audience’s mind to a different way of thinking about tests.

3. Present the audience with specific cases studies around tests through decision science that played out in fundraising.

4. Challenge the audience to develop test ideas based on real world case studies through the application of the economics of decision science.

 Session Applicable to: All Size Nonprofits

Speakers & Moderator: David Acup, Managing Director, Interactive Marketing & Membership, Environmental Defense Fund; Jennifer Bielat, Vice President Direct Marketing, Easter Seals; Jeanne Harris, VP Client and Strategic Services, SCA Direct; Brandy Swimeley, Senior Director, SCA Direct 

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Stop mailing so much!  Discover how organizations big and small are using predictive scoring systems to increase revenue, retention, and decrease mail quantities.   Learn how organizations like Defenders of Wildlife and Consumer Reports are moving beyond human brain assumptions and applying science to their donor segmentation to exceed their fundraising goals.

Intended Audience: Intermediate

Learning Outcomes:

1.  Know how predictive scoring systems can help increase revenue, retention and decrease mail quantities.

2. Understand how the system has worked for two non-profits with different operating models.

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Caity Craver CEO DonorTrends;  Lisa French Director, Direct Response Marketing, Defenders of Wildlife;  Tricia Reyes, Associate Director of Mid-level and Digital Fundraising, Consumer Reports 

11:30-12:30pm — Concurrent Sessions

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By now you’ve heard that a monthly giving program is a great way to build reliable income for your organization.  But once you have one, how do you make it grow?  Breaking into a new channel can help breathe new life into a monthly giving program.  At this session you’ll learn from the experience of organizations who have done just that, through telemarketing, DRTV, street canvassing, and online advertising.  Hear about the challenges of each, how to measure success, and how to get started.

Intended Audience: Intermediate and Advanced

Learning Outcomes:

1. Learn how to break into new channels to grow your monthly giving program, and the respective challenges for each.

2. Understand which metrics are important to track in monthly giving performance, and why.

3. How these different channels can both compliment-and compete-with each other under one roof

Session Applicable to: Medium and Large Nonprofits

Speakers & Moderator: Susan Paine, Director Analytics and Strategy, Human Rights Campaign; Jonathan Sills, Sr. Director, Interactive Marketing, ASPCA; Adrian White Slagle, Director, U.S. and International Direct Response Fundraising & Marketing, Operation Smile; Letal Zidkony, Director, Donor Acquisition & Conversion, ASPCA 

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Acquiring donors through traditional direct response channels is becoming more challenging every day. Predictive modeling techniques can enhance your acquisition and cultivation efforts by targeting the most responsive, highest value prospects and donors. But how do models work? What is a modeling score? How is the model designed? Some models may be sexy, but are they appropriate for you? What qualities and characteristics should you look for when evaluating a modeling partner? Are certain models out of your league, if you’re a smaller organization with a smaller file? In acquisition, what is the best mix of vertical rental and exchange lists vs. modeled lists? Hear success stories from nonprofits that effectively use models and co-operative databases to improve program performance.  This session provides excellent how-to’s for inexperienced fundraisers, as well as great advice for anyone seeking to attract higher value donors.

Intended Audience: All

Learning Outcomes:

1. Better understand why your organization should consider using models

2. Better understand if your organization should use one model or multiple models

3. Come away with new ideas on how to use predictive modeling to enhance response and reactivation

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Joseph Coakley, Individual Giving Manager, Food Bank For New York City;  Britt Fouks, Solutions Consultant, Target Analytics, a Division of Blackbaud Inc.; Jeff Johnson, Account Director, LW Robbins; Michele Peys, Account Director, LW Robbins 

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How do donors with a presence in social media look and perform when compared to those who are not social-media active? Do they give more or less often? Can you turn a donor who is very socially active into a Brand Ambassador? The Arbor Day Foundation will the share results from a case study of 100,000 Housefile names matched to their Social-Media habits to answer some of the above questions and foster spirited discussion.

Intended Audience: All

Learning Outcomes:

  1. See how the Arbor Day Foundation gained and understanding of what some of its members are up to in the Social World and what they learned when testing standard campaigns against Social Media-ites vs. Social Hermits.
  2. An added word of caution on ensuring we all continue to respect donor/member privacy.

 Session Applicable to: All Size Nonprofits

Speakers & Moderator: Glen Beasley, Director of Direct Marketing, Arbor Day Foundation; Michael Jaquez, Director, Websites and Online Marketing; JP Lind, Co-Founder, SpotRight 

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A well written RFP (Request for Proposal) describes a project’s needs in a particular area and asks for proposed solutions (along with pricing, timing, and other details) from qualified vendors. Learn from both sides (organizations and partners) what makes up a good RFP – and how to get all you want – and need – in a timely, manageable fashion.

Intended Audience: All

Learning Outcomes:

1. Determine if and when an RFP is appropriate for your organization

2. Obtain practical information to help your organization develop and manage a successful RFP

3. Understand the importance of employing those best practices — to ensure you get the most out of your RFP

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Vicky Barrett-Putnam, Director, Donor Development & Membership Acquisition, Sierra Club; Roger Craver, Fundraising Entrepeneur, Principal, DonorTrends and Editor, The Agitator; Jacqui Groseth, VP of Marketing and Development, Union Rescue Mission.

12:45-1:45pm — Nonprofit Organization of the Year Award Luncheon – Ballroom lll-lV

2:00-3:00pm — Concurrent Sessions

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Ballroom V

For nonprofits who want superior results, the era of relying on instincts and traditional analysis, however good, is over. Yet many organizations still operate in a manner which fails to unlock the treasure chest of insights that advanced analytics can deliver through predictive intelligence. Come see how predictive intelligence can significantly enhance strategic and creative decisions by identifying what’s happening now, what’s likely to happen and most importantly, what should be done about it.

Intended Audience: All

Learning Outcomes:

1. What is advanced analytics?

2. How advanced analytics is broader than modeling

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Thalamus Hill, SVP, Analytics & Strategy, KerstenDirect; Rick Malchow, VP, Analytics, Avalon Consulting; A.J. Minogue, Director of Analytics, ASPCA; George Zhang, VP, Analytics & Strategy, KerstenDirect 

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The session will cover the often-overlooked yet largest living generation-the Millennials, and largest growing population – Hispanics-as they relate to nonprofits.  How they connect, listen, volunteer and give, and what they expect from a charity that inspires them.

Intended Audience: All

Learning Outcomes:

1. Understand why it is important to target these demographics

2. Learn what kinds of messages resonate with them

3. Understand how you keep them interested and around long-term

4. Learn how you can convert them to be your best brand ambassadors and donors.

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Dennis McCarthy, VP, Strategy and Business Practice, Target Analytics, a Division of Blackbaud Inc.; Dama Montalvo, Business Development Supervisor, Russ Reid; Stephen Peek, VP, Production, Auroris Media; Adrian White Slagle, Director, International DR Fundraising & Marketing, Operation Smile

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Back by popular demand!   People forget facts and figures, but they always remember the story.  Telling a story is the single best way to engage donors and prospects and generate donations and loyalty.  But exactly ‘why’ do story’s work?  And what are the very best ways you can use this dynamic strategy?  In this intriguing session, we’ll go inside your brain to show you why the simple act of ‘telling a story’ engages and motivates people in a way nothing else can.  Through showcasing scores of real-world examples from non-profits, we’ll show you the kinds of storytelling approaches that work – and the kinds that fall flat  — whether in direct mail, TV or digital .  You’ll hear the keys to making your story jump off the page … and the 5 steps you can take right now towards revitalizing your fundraising  program through dynamic storytelling.

Intended Audience: All

Learning Outcomes:

1. Learn the special scientific reasons why stories engage people, and how you can leverage these basic impulses.

2. Learn how to make your stories memorable, and jump off the page/screen.

3. Learn 5 steps you can use right now to revitalize your fundraising program using stories

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Angel Aloma, President, Food For The Poor; Andy Bales, CEO, Union Rescue Mission; Lois Ephraim, Creative Director, Russ Reid; Tom Gaffny, Principal, Tom Gaffny Consulting.

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It’s the conversation that marketers dread:  Finance needs to make budget this fiscal year and the top line revenue isn’t there, so bottom line cuts need to be made.  First on the chopping block:  Acquisition.  Next, all the investments you want to make in modeling, database infrastructure and human resources to bolster the long-term value of your donor file.   Experienced non-profit leaders from both Marketing and Finance will lead a session chock full of tools and tips to guide your conversation with Finance and improve your chances of retaining your investments.

Intended Audience: Intermediate and Advanced

Learning Outcomes:

1. View effective reports for demonstrating the long term value of donors, and the impact of cutting acquisition

2. Have a check-list of items from both marketing and finance to prepare for that next meeting

3. Understand what you need to present in order to win investment dollars

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Angie Moore, VP Strategy and Development, The Eleventy Marketing Group;  Christine Palmer, Senior Account Director, SCA Direct; Rob Putman, Director, Financial Analysis, The Nature Conservancy; Mike Vcelic, Director, Annual Giving Marketing, Boys Town

3:00-3:30pm — Power Energy Break

3:15-4:45pm — Concurrent Sessions

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Hear from nonprofits and policy leaders about the impact of federal and state threats looming and how they will effect organizations that count on donations. Challenges to charitable deductions, a Postal Service crisis, and the possibility of a whole new layer of federal regulations for nonprofits will be outlined—and–do not miss learning about current charity “watchdog” attacks. Listen, learn & take action!

Intended Audience:  All

Learning Outcomes:  Advocacy challenges and how to take action.

Session Applicable to: All Size Nonprofits

Speakers & Moderator:  Senny Boone, DMANF SVP & General Counsel, Direct Marketing Association; Lane Brooks, Chief Operating Officer, Food & Water Watch, Jerry Cerasale, Direct Marketing Association; Robert Tigner, ADRFCO; Rachel Thomas, Direct Marketing Association

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Which is the key to success in fundraising- online or offline? Radical makeovers or simple refreshers to long-standing controls? Both! You must tenaciously keep testing to increase response and average gift AND keep searching for the radical breakthroughs that will help your organization experience exponential growth and depth. If you’re uncomfortable with where you are, you might just be getting close to a radical breakthrough opportunity- or realize there’s a possible tweak right under you nose. See what organizations have tried and tested- in big areas and small- and be surprised to find out which tests won!

Intended Audience: All

Learning Outcomes:

  1. Understand that testing is key to success – but sometimes you have to risk an out of the box idea for a big win. Fundraising is a science AND an art!
  2. Discover what tests have won – and failed – for other non-profits and how they applied those key learnings to ongoing efforts.
  3. Develop a willingness to push the boundaries and continually take appropriate risks and justify those risks to others.
  4. Decide if you are the kind of leader that supports the search for bold breakthroughs. If not, what’s holding you back?
  5. Discuss some ideas that might be on the verge of breaking through the clutter – what has the potential and momentum to be the next big idea? Or has it all been done before and just needs some tenacious tweaking until we get it right?

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Lois Ephraim, Creative Director/ VP, Russ Reid; Cathy Jenkins, Director of Direct Marketing, Paralyzed Veterans of America; Carlton Lewis, Director of Strategy for Direct Mail, Food for the Poor; Brian Tucker, Donor Experience Champion, World Vision MICRO

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You’ve heard a lot of talk about mobile, you know it’s out there. But how does that apply to your nonprofit? Is now the right time to get into it? How do you generate ROI from it? These questions, and more, will be answered in this fundamentals session focusing on clearing the muddy waters of this integrated, growing area of fundraising, and helping your organization navigate the ins and outs of all things mobile!

Intended Audience:  Beginner audience who would like more info on mobile’s role in the nonprofit world

Learning Outcomes:

  1. Learn more about the importance of mobile tactics and the impacts on the donor experience.
  2. The session will provide a general overview on mobile trends and reveal case studies that show effective use of mobile optimized websites and applications.

Session Applicable to: All Size Nonprofits

Speakers & Moderator: Jacqui Groseth, VP of Marketing, Union Rescue Mission; Jeremy Haselwood, Director of Digital Strategy, Grizzard Communications Group; Leilani Pearl, VP of Marketing, National Parkinson Foundation; Eric Pratum, Digital Director, Grizzard Communications Group

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Operation Smile and Compassion International will review the results of their acknowledgement programs and share how thanking donors on a regular basis is an important piece of the overall donor relationship puzzle.

Intended Audience: All

Learning Outcomes:

1. Learn How to say, “Thanks”

2. Learn How often to say, “Thanks”

3. Determine… Is there such thing as saying, “Thanks” too often?

Session Applicable to: Medium and Large Nonprofits

Speakers & Moderator: Stacey Baxter, Retention & Engagement Director, Compassion International; Tim Beloyed, Senior Director, Client Services, SFI Nonprofit; Jann Schultz, Associate Vice President, Donor Services, Operation Smile

5:00-6:00pm — Wine & Cheese Nonprofit Federation’s Government Affairs Advocacy – Park Avenue Mezzanine – RSVP ONLY EVENT

6:15-8:00pm — Power Networking Reception at the Sky Room Times Square (Shuttle Service Avaliable) – The Sky Room Time Square 

Join your colleagues, top fundraisers, and marketers at The Sky Room, for our Power Networking Reception. The Sky Room which boasts 360 degree views of Manhattan and the Hudson river from the city’s highest rooftop lounge, takes New York city’s nightlife to the next level! Look at the stars from the North Terrace with its retractable roof, or relax with friends in one of the private cabanas on the South Terrace.

This is a ticketed event for conference attendees only and space is limited to the first 250 people!

 

Register NOW