Wednesday, August 25, 2021
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12:50pm - 1:00pm
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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1:00pm - 2:00pm
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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.
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Tyler Hall
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Senior Director, Direct Marketing
Easterseals
Dave Mallory
Senior Director of Annual Giving
Whitman-Walker Health
Madeline Ruffin-Thomas
Senior Director
Fuse Fundraising Group
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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2:00pm - 3:00pm
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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.
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Scott Bell
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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
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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2:30pm - 4:30pm
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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.
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Houston/Kansas City (IN-PERSON ONLY)
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3:00pm - 3:20pm
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Networking Coffee Break
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Chicago Ballroom Foyer (IN-PERSON ONLY)
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3:20pm - 4:20pm
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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.
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Martin Quessenberry
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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
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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4:20pm - 5:21pm
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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.
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Dan Karp
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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.
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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5:21pm - 5:25pm
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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5:25pm - 6:30pm
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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.
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Garden Terrace 9th Floor (IN-PERSON ONLY)
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6:30pm
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(IN-PERSON ONLY)
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Thursday, August 26, 2021
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7:30am - 8:30am
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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8:30am - 8:40am
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OPENING REMARKS & HOUSEKEEPING
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Karen Barr (@kalb2010)
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Senior Director, Supporter Acquisition and Retention
Save the Children
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Chicago Ballroom ABCDE (HYBRID)
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8:40am - 8:55am
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ANA NONPROFIT FEDERATION CHAIR AND VICE CHAIR OPENING REMARKS
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Senny Boone
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SVP, Nonprofit Federation
ANA
Elizabeth Nielsen
SVP, Digital & Direct Marketing, Feeding America |Chair
ANA Nonprofit Federation Advisory Council
View Video
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Chicago Ballroom ABCDE (HYBRID)
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8:55am - 9:05am
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WELCOME REMARKS
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Kevin White
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President & Chief Growth Officer
One & All
View Video
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Chicago Ballroom ABCDE (HYBRID)
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9:05am - 9:50am
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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.
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Brim Basom
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Chief Information Officer
Mothers Against Drunk Driving
Jarred Schremmer
SVP Digital & Media Strategy
RKD Group
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Chicago Ballroom ABCDE (HYBRID)
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9:50am - 10:35am
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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%!
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Kristine Templin
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Chief Development Officer
Meals on Wheels America
Marcy Auman
Executive Vice President
TrueSense Marketing
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Chicago Ballroom ABCDE (HYBRID)
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10:35am - 10:55am
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Networking Coffee Break
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Chicago Ballroom Foyer (HYBRID)
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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.
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(VIRTUAL ONLY)
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10:55am - 11:55am
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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.
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Moderator: Dorene Ocamb
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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
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Chicago Ballroom ABCDE (HYBRID)
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11:55am - 12:27pm
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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.
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Maureen McNally
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EVP
MissionWired
Mary English Bell
Senior Manager, Donor Retention & Cultivation
USO
Aaron Teskey
Vice President, Digital Advertising & Acquisition
MissionWired
These speakers will present virtually.
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Chicago Ballroom ABCDE (HYBRID)
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12:27pm - 1:40pm
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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1:40pm - 2:05pm
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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 Jews! 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.
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Tracey Burgoon
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Director of Direct Marketing, DAV & ANA NF Advisory Council
Awards Committee Chair
View Video
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Chicago Ballroom ABCDE (HYBRID)
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2:05pm - 2:50pm
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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.
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Shayla L. Titley
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Director of Membership
Central Park Conservancy
Jessica Harrington
President
The Harrington Agency
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Chicago Ballroom ABCDE (HYBRID)
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2:50pm - 3:35pm
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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.
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Joe Gomez
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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
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Chicago Ballroom ABCDE (HYBRID)
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3:35pm - 3:55pm
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NETWORKING COFFEE BREAK
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Chicago Ballroom Foyer (HYBRID)
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3:55pm - 4:40pm
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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.
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Evelyn Homs Medero
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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.
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Chicago Ballroom ABCDE (HYBRID)
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4:40pm - 5:25pm
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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.
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Geof Rochester
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Founder
GRC Advising
View Video and Presentation
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Chicago Ballroom ABCDE (HYBRID)
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5:25pm - 5:30pm
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Chicago Ballroom ABCDE (HYBRID)
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5:30pm - 6:30pm
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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!
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Chicago Ballroom Foyer (IN-PERSON ONLY)
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6:30pm
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(IN-PERSON ONLY)
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Friday, August 27, 2021
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7:00am - 8:00am
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Chicago Ballroom ABCDE (IN-PERSON ONLY)
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8:00am - 8:10am
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Chicago Ballroom ABCDE (HYBRID)
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8:10am - 8:30am
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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!
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Chris Oswald
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SVP, ANA Government Affairs
ANA
Senny Boone
SVP, Nonprofit Federation
ANA
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Chicago Ballroom ABCDE (HYBRID)
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8:30am - 9:15am
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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.
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Katie Valvo
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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
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Chicago Ballroom ABCDE (HYBRID)
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9:15am - 10:00am
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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.
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Angela F. Williams (@AngelaFWilliams)
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President and CEO
Easterseals
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Chicago Ballroom ABCDE (HYBRID)
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10:00am - 10:20am
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Networking Coffee Break
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Chicago Ballroom Foyer (HYBRID)
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10:20am - 11:05am
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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.
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Whitney Norman
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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.
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Chicago Ballroom ABCDE (HYBRID)
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11:05am - 12:05pm
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Chicago Ballroom ABDCE (IN-PERSON ONLY)
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12:05pm - 12:50pm
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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.
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Brandy Swimeley
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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.
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Chicago Ballroom ABCDE (HYBRID)
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12:50pm - 1:20pm
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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!
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Amy Bobrick (@AmyBMerkleRMG)
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Vice President, Strategy
Merkle RMG
Karen Barr
Senior Director, Supporter Acquisition and Retention
Save the Children
Luke Franklin
Vice President, Membership
ASPCA
View Video
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Chicago Ballroom ABCDE (HYBRID)
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