Tanya Torp, CVA 8:30am Breakfast Keynote (Rooms 12-13)
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8:30am Br eak fas t K eyno te
(Rooms 12-13)
Tanya Torp, CVA
Shifting the Paradigm:
Fundraising for a More Equitable Future
Nonprofits have increasingly played central roles in
impacting social solutions within our communities. Modern
funders are searching for mechanisms to make maximum
impact, but may be causing further disparities. Tanya Torp
will answer the questions...
How can we move the needle from fundraising band-aid
solutions to more intentional systems change models?
How do we address the lived experiences of fundraisers
from traditionally excluded or maligned communities?
How do we center the voices of the populations our work
serves?
How do we fund hope in the future?
Tanya Torp, CVA (she, her, hers) is an agent for social change and has spent her
career engaging in community-based initiatives as convener, speaker, trainer,
facilitator, writer, and consultant. Her full-time job as Executive Director at Step By
Step, Inc encourages and equips young single mothers, ages 12-24, through an
empowerment model focusing on mentoring, deep listening, case management,
facilitated support groups, peer-to-peer leadership development, and partnering
with them as they create their own definitions of success.Additionally, Tanya is a
Keynote speaker and workshop leader in the areas of strategic planning for
nonprofits, diversity, equity, inclusion, and accessibility (DEIA), volunteer
management, community liaising, women in leadership, participatory grantmaking
and radical hospitality. Tanya is also the co-founder of Not The Only One In The
Room (NTOO), a social media network of over 900 Black, Indigenous Women of
Color in Kentucky offering support, encouragement, and opportunity, and co-
founder of Bloodroot Ink, a Black, Indigenous Women of Color writing circle in
Kentucky. Tanya lives in Lexington, Kentucky with her husband and their two young
sons. Her foster/adoptive family advocates for interventions for neurodivergent
children and lifts racial and economic disparity gaps preventing family
reunification. Tanya is currently revising her forthcoming book: “Justice House: An
Everyday Guide to Radical Hospitality”.www.tanyatorp.comwww.sbslex.org
https://www.facebook.com/Tanya-Torp-167135643436785IG: tanyatorpconsultant
Breakout Session 1
9:30am
Option 1 - Room 9A
The Secret t o Su ccess - Reali ty -b ased
Port folio Mana gement
Mike Del zotti, F AHP, CF RE, CSPG, FCEP
Univer sity of Kentuck y Mar key Cancer Fo undatio n
Kel l y Wesl ey T ayl o r , J D
Tr ek Advancement
We al l agr ee that fundr ais ing is bas ed o n rel atio ns hips. But ha v e you e v e r ta ke n
the r eduction fur ther to unders tand that al l rel atio ns hips a re ba se d on
infor mation? Ev ents , s har ed memo ries , experiences ; al l popul a ting the
inventor ies of o ur inter actio ns . Jus t l ike in o ur pers o nal l ife , the tra c king a nd
active util izatio n o f this informatio n, in l arge part, dete rmine s the de pth a nd
br eadth of our r el atio ns hips. In this s es s io n we wil l dis cuss how e xpe rie nc e d a nd
successful fundr ais er s decide what info rmatio n is impo rta nt, how to a sse mbl e
that infor matio n and ho w to util ize it s o that me may mov e our donor
r el ationships fo r war d in s er v ice to o ur s uppo rters and our institutions.
Michael Del zotti, Pr es ident and CEO o f the UK KELLY WESLEY TAYLOR, J.D.
Mar key Cancer F o undatio n, has o ver twenty-s ix Clients often hear Kelly say “You can do
year s’ exper ience as a l eader in the no npro fit fiel d. it! Now let’s get started!” She lives to
Mike began his no npr o fit career at a publ ic energize others into action. Kelly is an
foundation in Lo s Angel es , then mo ved o n as an activator. She wants to understand the
executive dir ecto r o f dev el o pment at UCLA, then VP context of a situation, explain why it
of Devel opment at S pecial Ol ympics . Mike has been happened, in order to find solutions to
the dir ector o f dev el o pment/team l ead fo r Rice nuanced problems. She has a gift for
Univer sity and S enio r Dir ecto r o f Phil anthro pic making the complex seem simple and
Resour ces at MD Ander s o n Cancer Center. In tho s e works best as a hands-on trainer.
r ol es, in additio n to l eading majo r/pl anned gift
teams dur ing thr ee $ 1 B+ campaigns , he s ucces s ful l y Kelly co-founded Trek Advancement in
dir ected the Neur o degener atio n Co ns o rtium, a 2009. Trek’s guiding philosophies of
$65M campaign par tner ing MD Anders o n with MIT good governance, solid leadership,
and the Bayl or Co l l ege o f Medicine. Del zo tti is the donor-centered fundraising and mission
Immediate Past Chair o f the Natio nal As s o ciatio n o f focused action help clients build
Cancer Center Dev el o pment Officers (NACCDO) sustainable fundraising efforts. Kelly is a
and is a member o f the CF RE Internatio nal planned giving nerd and uses this passion
Par ticipating Or ganizatio n Advis o ry Bo ard. Mike to navigate comprehensive fundraising
just compl eted his ter m o n the AFP Gl o bal Executive campaigns. A talented strategic thinker
Committee as T r eas ur er . Additio nal l y, Mike received and influencer, Kelly enjoys working with
the Geor ge A. Br ak el ey, J r . award fro m AHP and the clients to define their strategic goals and
M. Anne Mur phy Awar d fr o m AFP. Mo s t impo rtantl y, help them create their unique roadmap
Mike is bl essed with an above-average 17-year-o l d for success.
daughter , Car o l ine F io na.
Breakout Session 1
9:30am
Option 2 - Room 9B
Ment al Fit ness--
How t o Grow Co r e Ment a l Muscles to Th r i ve i n Ch allen gi ng Ti mes
Mar ian & Gene Guinn, MG Co aching and Co ns ul ting
Our mind is bo th o ur bes t fr iend and wo rs t enemy. Our m ind is c onsta ntl y
sabotaging our po tential for bo th perfo rmance and happine ss. A l l ne ga tiv e
emotions, incl uding s tr es s , are becaus e o f s el f-s abo tage .
In this pr esentatio n, Mar ian and Gene Guinn wil l intro duc e you to re se a rc h
based tool s, they hav e l ear ned, as a s tudent o f Shirzad C ha mine , a uthor of Ne w
Yor k Times bes ts el l er , Po s itive Intel l igence. T o o l s that s tre ngthe n the pa rt of the
br ain that ser ves yo u and quiet the part that s abo tages you. You w il l l e a rn to
handl e l ife’s chal l enges with a mo re po s itive minds et, a nd l e ss stre ss.
We cal l this mental fitnes s .
To get the mos t o ut o f the s es s io n, pl eas e take a few minute s to c ompl e te the
Saboteur Asses s ment, and print o r s ave yo ur repo rt when finishe d, to re fe re nc e
dur ing our time to gether .
https://www.po s itiv eintel l igence.co m/s abo teurs /
Mar ian & Gene Guinn, o wners o f MG Co aching & Co ns ul ting, pa rtne rs in l ife a nd w ork,
have a passion fo r l eader s hip and hel ping teams wo rk more e ffe c tiv e l y. T he y w ork w ith
l eader s as executiv e co aches o r tho ught partners hel ping the m mov e through
tr ansitions or achiev e des ir ed co mpetencies . As trainer s the y c re a te a nd de l iv e r
wor kshops to dr iv e des ir ed changes in cul ture and hel p l e a de rs a c quire ne w skil l s. A s
consul tants, they facil itate strategic pl anning pro ces s e s, e xe c utiv e se a rc he s, a nd
enhance boar d engagement.
Pr ior to establ is hing MG Co aching & Co ns ul ting, Marian ga ine d re a l - w orl d e xpe rie nc e
with l eader ship and management ro l es firs t at the Unive rsity of Ke ntuc ky H ospita l a nd
mor e r ecentl y as CEO o f Go d’s Pantry Fo o d Bank, where she suc c e ssful l y l e d the food
bank thr ough mul timil l io n-do l l ar campaigns , buil ding proj e c ts a nd signific a nt progra m
gr owth. Gene gained exper ience as a l eader in the radio industry, the l a st 15 ye a rs a s
Ar ea Pr esident fo r iHear t Radio in the Central Kentucky R e gion, l e a ding the be st a nd
br ightest sal es, o n-air , pr o mo tio ns and engineering s taff in the busine ss.
Mar ian attended the Univ ers ity o f Kentucky, where s he re c e iv e d both a Ba c he l or a nd
Master ’s degr ee in Bus ines s Adminis tratio n. She l ater rec e iv e d post gra dua te
cer tification fr o m the Co l l ege o f Executive Co aching and ha s e a rne d the c re de ntia l of
Pr ofessional Cer tified Co ach. Gene attended the Unive rsity of Louisv il l e , w he re he
r eceived a Bachel o r o f S cience in Bus ines s Adminis tration. H e re c e ntl y re c e iv e d post
gr aduate cer tificatio n in co aching fro m the CAPP Ins titute a nd ha s e a rne d the
cr edential of As s o ciate Certified Co ach.
Outside of wor k , they enj o y travel , bicycl ing, s po rts , and spe nding time w ith fa mil y a nd
fr iends.
Breakout Session 1
9:30am
Option 3 - Room 14A
What 2020-202 1 Gi vi ng Tr end s Tell Us Ab o ut 2022 and B eyond
Josh Meyer , Bl o o mer ang
In this timel y s es s io n, J o s h Meyer fro m Bl o o merang wil l bre a k dow n a l l of the
l eading r esear ch s tudies into 2020-21 fundrais ing and donor be ha v ior, a s w e l l
as Bl oomer ang us er data, campaigns , and cas e s tudies , in orde r to re v e a l the
key el ements that yo ur no npro fit s ho ul d be fo cus ing o n now to a c hie v e
fundr aising succes s in 2022 and beyo nd. In this s es s io n w e 'l l c ov e r:
• Recap 2020-21 giv ing tr ends fro m Giving USA, Lil l y Fa mil y Sc hool of
Phil anthr opy, The F undr ais ing Effectivenes s Pro ject, and more
• Expl or e body o f k no wl edge into do no r behavio r, incl u ding donor l oya l ty a nd
donor attr ition
• Lear n donor co mmunications , engagement and s tewar dship te c hnique s tha t
gener ated r esul ts dur ing the pandemic
Joshua Meyer brings more than 20 years of fundraising,
volunteer management, and marketing experience to his
current role as the VP of Demand Generation for
Bloomerang. As a member of the Bloomerang marketing
team, Josh manages the organization’ s growth marketing
efforts. Through his previous roles at the Human Rights
Campaign and OneCause, he has a passion for helping to
create positive change and helping nonprofits engage new
donors and achieve their fundraising goals.
Breakout Session 1
9:30am
Option 4 - Room 14B
Part y Wit h a Pu r p o se
Kael yn Quer y, Lexingto n Ev ent Co .
Join Kael yn in this s es s io n where yo u wil l l earn mo re about ma king a n impa c t
thr ough your ev ents to r ais e friends and funds , whil e ensuring you a re n’t w a sting
time, money, and effo r ts . As we al l get back to events , the y ma y l ook a l ittl e
differ ent than they did pr e-pandemic--no w is the time to figure out how to
par ty with a pur po s e and get al l the to o l s yo u need to do it right.
Kael yn Quer y is the F o under and CEO o f Lexingto n Event C ompa ny. She
star ted her fir s t bus ines s when s he was in high s cho o l , a nd w hil e it didn’t
have a name at the time, it s parked a pas s io n in her fo r e nte rta inme nt,
hospital ity and ev ents . S ince then, s he’s dedicated her l ife to l e a rning
ever ything she can r el ated to the indus try - and has wo rke d in e v e ry
aspect of the bus ines s .
Kael yn has ser v ed in a number o f ro l es thro ugho ut the community, inc l uding
the Chair of the K entuck y Chamber Smal l Bus ines s Po l icy C ounc il (tw o
ter ms), a boar d memeber o f the Kentucky Chamber, bo a rd me mbe r of the
Lexington Chamber o f Co mmerce, the Lexingto n Chil dren’s T he a tre , T he
Dean's Leader s hip Co uns el at the Univers ity o f Kentucky, the F a ye tte
Education Foundatio n, and is a member o f the Co rpo ra te C ounse l for
Shr iner ’s of Lexingto n. S he was named a "T o p Wedding a nd Ev e nt V e nue " in
2022 by Wedding Ro w, “T o p 10 Wedding Pl anner” by We dding R ow in 2021,
“50 Under 50” in 2021 and 2020 by T OPS in Lexingto n; na me d a “Wonde r
Woman” in 201 7 by the Richmo nd Bus ines s So ciety; nam e d “Young
Entr epr eneur o f the Y ear ” in 2016 by Co mmerce Lexington Inc . during the
Sal ute to Smal l Bus ines s awards ; the “Ro o kie o f the Year” in 2015 by the
Pr emier Chapter o f Bus ines s Netwo rk Internatio nal ; and a “R ising Sta r” in
2014 by the Lexingto n Y o ung Pro fes s io nal s As s o ciatio n.
Opt ion 1 - Roo m 9A
Panel Discussi o n - So ci a l
Breakout Session 2 Ent erprise: Develo p i ng
10:30am Revenue t o Meet Yo u r
Mi ssion
In this session, learn how 3 leading nonprofits in Central Kentucky have
harnessed a social enterprise to expand their philanthropy bottom line
while serving their clients. Greenhouse17, Refuge for Women, and
Lexington Rescue Mission will join this panel, moderated by Yajaira
West, VP at PNC and Director of Client & Community Relations, to share
how creative business activities can empower clients served and
enhance the organization’ s fundraising goals.
Corissa Phillips, CF RE, is the exter nal r el atio ns directo r at
Gr eenHouse17, a no npr o fit o rganizatio n that nurtures l iv e s
har med by intimate par tner abus e. She hel ped to l aunc h the
or ganization's s o cial enter pris es ten years ago and rece iv e d
the Pave a Path s cho l ar s hip fro m the So cial Enterpris e A l l ia nc e
in 2018. Phil l ips br ings mo r e than 20 years o f no npro fit
administr ation exper ience to her ro l e. She previo us l y w a s the
dir ector of co mmunicatio ns fo r T he Center fo r Wo men a nd
Famil ies in Louis v il l e and has hel d po s itio ns in pro gramm ing,
community educatio n, and grantmaking
Tai ber Glot z, who is or iginal l y fr o m F l o r ida, is a 2021
gr aduate of the Refuge fo r Wo men Kentucky pro gram.
She is cur r entl y the T eam Lead fo r Candl e Pro ductio n
with Sur vivor Made, the s o cial enterpris e fo r Refuge fo r
Women. She is al s o wo r k ing to wards a certificate in 3D
Pr inting thr ough a gr ant pr ogram with So mers et
Community Co l l ege.
Eli s Doan is the Social Enter pr is e Manager fo r
Lexington Rescue Mis s io n where he s upervis es l awn
car e, l andscaping, and s no w remo val s ervices s taffed
by cl ients of the T r ans itio nal Ho us ing Pro gram. T his
gives the r esidents v al uabl e wo rk experience, a means
of saving for their br ight futures , and a mutual l y
beneficial way to s er v e the city o f Lexingto n.
Yajaira Aich West is a Vice President at PNC Bank and serves as the Director
of Client and Community Relations for central, eastern and southeast
Kentucky. In this role she manages the philanthropic investments in the
thirteen counties where PNC has a presence, coordinates the client events
produced by the bank and leads employee initiatives around volunteerism,
health and wellness. Yajaira graduated with a Bachelor of Arts from
Transylvania University in 2004 and earned a Master of Business
Administration from the University of Kentucky's Gatton College of Business
and Economics in 2011.
Yajaira is an active member of the community. She is currently a member of
the board of directors for the Urban League of Lexington-Fayette County,
LexArts, was appointed to the Lexington Fayette Urban County Government’ s
Racial Justice and Equality Commission, serves on the Advisory Board for the
Lexington Public Library, Policy Council for Bluegrass Community Action
Partnership and is a committee member of Fayette County Public School's
First 5 Lex and Community Partners Leadership Team. She is a graduate of the
Commerce Lexington’ s Leadership Lexington and Leadership Central Kentucky,
and the Kentucky Chamber Leadership Kentucky program.
Breakout Session 2
10:30am
Option 2 - Room 9B
To Infinit y and Bey o nd Mo ves Management
Ben Mohl er , CF RE, ACF RE
GivingThr ee LLC
Andr ew Pol ter , CF RE
Univer sity of Cincinnati F o undatio n
Do you think fundr ais ing metrics are o utdated? Jo in us a s w e re - ima gine the
fundr aising pr o ces s to meet do no r expectatio ns and improv e re te ntion! T his
session wil l pr o v ide tangibl e ways to inco rpo rate an “infinite donor l oop” into
your r el ationship s tr ategies and reimagine metrics that prov ide mutua l be ne fits
to fundr aiser s and do no r s al ike!
Ben Mohler, M.A., CFRE, ACFRE serves Andrew Polter, CFRE serves as
as Principal Consultant and Chief Director of Development for the
Executive of GivingThree LLC. He has University of Cincinnati
over two decades of experience in Foundation. In this role, he
front-line fundraising and leadership represents the College of Arts
positions—including roles at Kentucky and Sciences, and works with
Community and Technical College donors to build a culture of
System, Eastern Kentucky University, philanthropy at UC’ s largest
University of North Carolina at college. Polter most recently
Charlotte, Cedarville University, and served as Associate Director of
The University of Texas at Austin. Development at Eastern Kentucky
Mohler is one of just 110 Advanced University. He has additionally
Certified Fundraising Executives. He served in development roles at
serves on the boards for ACFRE and Miami University, Boston Lyric
United Way of Kentucky. Opera, Cincinnati Symphony
Orchestra, and the Chautauqua
Institution.
Breakout Session 2
10:30am
Option 3 - Room 14A
How t o Become a CF RE
Wesl ey Scott, CF RE, CF RE Ambas s ado r
If you’r e l ooking to adv ance yo ur career o r are ready to bring a de e pe r l e v e l of
knowl edge to yo ur fundr ais ing practice, beco ming a Certifie d F und R a ising
Executive (CFRE) gets yo u there.
This session wil l wal k yo u thro ugh everything yo u need to know to a c hie v e
cer tification.
Whether you hav en’ t yet s tarted yo ur CFRE appl icatio n or ha v e one in- progre ss,
you’l l gain a co mpr ehens iv e unders tanding o f ho w CFRE c e rtific a tion w orks –
what it is, its benefits , ho w to get s tarted, el igibil ity require me nts, c ompl e ting
the appl icatio n, an o v er v iew o f the exam, fo rmul ating your study pl a n a nd more .
Pl us, pr esenter Wes l ey E. S co tt, CFRE, wil l s hare his expe rie nc e a nd a dv ic e from
the viewpoint o f s o meo ne who has s ucces s ful l y beco me a C F R E.
Wesl ey jokingl y s ays he s tarted his career in phil anthropy in the 3rd gra de - - the first
time he r emember s r ais ing mo ney fo r a s cho o l functio n. H ow e v e r, by H igh Sc hool , he
was the "go-to " indiv idual fo r s o l iciting do natio ns fo r his youth group a nd re l a te d
activities.
Wesl ey has spent his pr o fes sio nal career in phil anthro py, sta rting a s a w ork- study
student at the Do wn S yndr o me Center o f Lo uis vil l e when he w a s a t Be l l a rmine
Univer sity (wher e he r eceiv ed his BA in Ps ycho l o gy and Pol itic a l Sc ie nc e ) a nd
managing to tur n inter ns hip in fundrais ing into ful l -time positions. Upon mov ing ba c k to
Lexington in 201 6, wher e his wife is fro m, he devo ted himse l f to youth- ba se d
phil anthr opy, and cur r entl y s erves as the Directo r o f Phil a nthropy for Shrine rs
Chil dr en's Lexingto n.
Wesl ey r eceived his MPA fr om the UK Martin Scho o l o f P ubl ic Pol ic y a nd A dministra tion,
sat for his CFRE in Augus t o f 2020 (exactl y o ne mo nth a fte r bringing his ne w born
daughter home fr o m the ho spital ), and is currentl y purs uing a Ph.D . in Educ a tiona l
Leader ship with a fo cus o n yo uth po l icy aro und advers e c hil dhood e xpe rie nc e s (A C Es).
In his fr ee time, Wes l ey s er ves as the Bo ard Pres ident of Life A dv e nture C e nte r, e nj oys
spending time with his wife and daughter o n their s mal l fa rm in Bourbon C ounty w he re
they boar d hor s es , is the Co-VP o f Educatio n fo r the AF P Bl ue gra ss C ha pte r, a nd is a n
amateur bour bo n co l l ecto r and avid nerd.
Breakout Session 2
10:30am
Option 4 - Room 14B
Shi ft ing t he Par a d i gm: F u nd r ai si ng fo r a Mo r e
Equ it able Fut u r e
Tanya Torp, CVA
As executive directors, grassroots organizers,
philanthropists and fundraising professionals, we have an
opportunity to impact systemic causes of societal issues.
How do we move towards a framework that centers those
most affected with an eye towards sustainability? This
interactive workshop will provide tools to begin
transforming your work to reflect equity and inclusion.
This workshop is designed as a 101 to 102 level.
Tanya Torp, CVA (she, her, hers) is an agent for social change and has spent her
career engaging in community-based initiatives as convener, speaker, trainer,
facilitator, writer, and consultant. Her full-time job as Executive Director at Step By
Step, Inc encourages and equips young single mothers, ages 12-24, through an
empowerment model focusing on mentoring, deep listening, case management,
facilitated support groups, peer-to-peer leadership development, and partnering
with them as they create their own definitions of success.Additionally, Tanya is a
Keynote speaker and workshop leader in the areas of strategic planning for
nonprofits, diversity, equity, inclusion, and accessibility (DEIA), volunteer
management, community liaising, women in leadership, participatory grantmaking
and radical hospitality. Tanya is also the co-founder of Not The Only One In The
Room (NTOO), a social media network of over 900 Black, Indigenous Women of
Color in Kentucky offering support, encouragement, and opportunity, and co-
founder of Bloodroot Ink, a Black, Indigenous Women of Color writing circle in
Kentucky. Tanya lives in Lexington, Kentucky with her husband and their two young
sons. Her foster/adoptive family advocates for interventions for neurodivergent
children and lifts racial and economic disparity gaps preventing family
reunification. Tanya is currently revising her forthcoming book: “Justice House: An
Everyday Guide to Radical Hospitality”.www.tanyatorp.comwww.sbslex.org
https://www.facebook.com/Tanya-Torp-167135643436785IG: tanyatorpconsultant
11:30am Lunch K eyno te
(Rooms 12-13)
Alice Ferris, MBA, CFRE, ACFRE
St ronger:
Fi nding Your Pu r p o se i n Ch a llengi ng Ti mes
We give in the char itabl e s ecto r. We give o ur
money, time, and ener gy...s o metimes to the po int
of feel ing abs o l utel y s pent. But if we do n't take
car e of our sel v es , ho w can we co ntinue to be
changemaker s in the wo r l d? Us ing ikigai, a
Japanese concept abo ut yo ur l ife's purpo s e, we
wil l expl or e how to dev el o p a minds et that hel ps
you find your path in chal l enging times and ho w
to str engthen yo ur r es il ience.
Alice L. Ferris, MBA, CFRE, ACFRE, Founding Partner, has more than thirty years of
professional fundraising experience, not including her tenure as the “top cookie
salesperson” in Girl Scouts in McFarland, Wisconsin. Alice started her fundraising career
as a volunteer at PBS Wisconsin in Madison, blowing bubbles onto the set during pledge
breaks for the Lawrence Welk Show, which launched a more than 30-year affiliation
with public broadcasting.
As counsel, Alice is Director of Development for KAWC Colorado River Public Media and
Border Radio in Yuma, Arizona, and the Annual Fund Manager for the EAA Aviation
Foundation. Alice also teaches for the Masters in Nonprofit Leadership at the University
of Denver.
Before GoalBusters, Alice served as Director of Development for Lowell Observatory,
Foundation Director for Flagstaff Medical Center, and Director of Development for
KNAU Arizona Public Radio. During her tenure at Lowell Observatory, the membership
program more than doubled, and during her time at KNAU, she led the station to its first
US$1 million fundraising year. As Foundation Director for Flagstaff Medical Center, Alice
directed FMC’ s philanthropic grants program, granting over US$1.3 million for
community health in the Flagstaff area.
Alice was the 90th professional to receive the Advanced Certified Fundraising Executive
(ACFRE) credential and was the 21st recipient of the AFP Founders’ Medallion,
recognizing extraordinary service to the sector. She is also a three-time honoree as
AFP-Northern Arizona Fundraising Professional of the Year. She currently serves on the
Bolz Center for Arts Administration at the Wisconsin School of Business Advisory Board
and the University of Wisconsin Communication Arts Program Board.
Alice is recognized for her on-air presence on public television and radio pledge drives
and national PBS fundraisers, such as Downton Abbey and The Civil War. Alice earned
her Bachelor of Arts with a double major in Radio-TV-Film and Economics and her
Master of Business Administration with a double major in Accounting and Management
from the University of Wisconsin-Madison. She obtained her Certified Fund Raising
Executive (CFRE) in 1999, her ACFRE in 2010, and has been an AFP Master Teacher since
2006. Alice is a well-reviewed keynote and workshop presenter, with presentations in
North America, Europe, Australia, and Asia.
When not fundraising, Alice teaches occasional classes in Chinese cooking. She is also a
slow half-marathoner and a retired competition ballroom dancer.Opt ion 1 - Roo m 9A
Panel Discussi o n -
Corporat e Part ner sh i p s
for t he Great er Go o d
Breakout Session 3 Join this panel discussion to dive into
1:00pm why corporations and for-profit
organizations partner to make an
Karen Harbin is President/CEO of Commonwealth impact with nonprofits. This panel
Credit Union and a certified public accountant. will explore how to elevate
She's been bettering lives since 1984. Under her corporate and nonprofit partnerships
leadership, the credit union has grown to $1.8 billion and investigate the best practices
in assets and now serves over 110,000 members. In
2020, Karen was named CEO of the Year by the
for relationship building. Learn from
National Association of Federally Chartered Credit these community leaders on why they
Unions. Karen has 3 children and resides in Frankfort give back and how to build the best
with her husband. partnership.
Aubrey Vaughan Travis is the Executive Director of the Rubicon Institute,
a think tank focused on advancing innovative, market-based policy
solutions to address the environmental and national security threats
posed by waste.
She previously served as the Kentucky State Director for Right on Crime, a
center of the Texas Public Policy Foundation focused on criminal justice
reform. Prior to working at Right on Crime, Aubrey served as an Executive
Advisor in the Public Protection Cabinet under Governor Matt Bevin and
as General Counsel to U.S. Senator Rand Paul. She also managed major
fundraising on Paul's 2016 presidential campaign.
Aubrey received her Bachelor of Arts from Wake Forest University in 2012
and her Juris Doctor from University of Kentucky in 2015. She lives in
Lexington with her husband, son, and Labrador retriever, and enjoys
volunteering her time with the Cathedral of Christ the King, Catholic
Education Opportunities Foundation, and as an officer of the Central
Kentucky Lawyers Chapter of the Federalist Society.
With 30 years of restaurant experience, Rob Perez has seen first-hand how to build
restaurant brands and how prevalent addiction is in the industry he loves. Along with his wife
Diane, he founded Dv8 Kitchen as a social enterprise focused on giving second chance
employment opportunities to people in recovery from drug or alcohol addiction through
vocational, on-the-job training. Dv8 Kitchen focuses on providing top-quality food, service
and atmosphere for every guest, and by providing “a better-than-expected” dining
experience, the hope is to build a new standard for the second chance employee to live by
and to change the way the guests perceive people in addiction recovery.
Cynthia Barnes is the Community Relations Manager with CLARK Material Handling Company,
where she serves to expand and advance the reach of the CLARK Raising Hope philanthropy
program. The Raising Hope program currently supports over 60 local organizations monetarily
and through employee volunteerism. Through Raising Hope, she volunteers at the Lexington VA
Hospital, The Nest, the Hope Center, and God’s Pantry, among many others. Prior to this, her
experience centered on nonprofit fundraising, relationship management, and resource
d e v e l o p m e n t w i t h o r g a n i z a t i o n s i n c l u d i n g U n i t e d W a y o f t h e B l u e g r a s s , A l z h e i m e r ’s A s s o c i a t i o n ,
and the National Cowboy & Western Heritage Museum.
Cynthia is a central Kentucky native and earned her Bachelor of Fine Arts at the University of
Kentucky. Additionally, she holds a master’s degree in Business Administration from Lamar
University. She is an active member of Lexington Junior League, volunteers with A Running Start,
and serves on advisory councils for Veterans Resources United of Central/Southeastern Kentucky
and Lady Veterans Connect.
Carol Siler is the Executive Director of Women Leading Kentucky, a position that she has held since
September 2013. Under her leadership, new events have been added to the programming including
‘Networking After Hours’, ‘The Leadership Awards Luncheon’, and a variety of workshops and special
events that support and empower women. Before coming to Women Leading Kentucky, Carol served
as Development Coordinator for WEKU, Eastern Kentucky University’s public radio station. For most
of her career, Carol has worked in media sales with various organizations in Kentucky and Virginia.
In addition, she has taught History and Historical Geography as adjunct faculty for Eastern
Kentucky University.
Carol is graduate of Nicholas County High School in Carlisle, KY. She holds a B.A. in History from
The University of Virginia’s College at Wise, and an M.A. in History from Eastern Kentucky University
She has worked on oral history projects to record and transcribe interviews with people living in
Appalachia and has published an article on the tradition of snake handling in rural Appalachian
churches. She has performed with The Rose Barn Theatre in Richmond and the Leeds Center for the
Arts in Winchester.
Carol and her husband, Clark, live in Richmond with their cats Freddie and Delilah. Her daughter,
Jessica, is a Doctor of Nursing Practice and has recently relocated from Lexington to Portland,
Oregon to take a position with the Oregon Health Sciences University. Carol is grandmother to
Gabriel (16), Trinity (14) and mother-in-law to Jeff.Breakout Session 3
1:00pm
Opt ion 2 - Roo m 9B
Omnichannel Ap p r o a ch t o Annual Gi vi ng
Kar en Ol son, S pectr um Mar k eting
Digital vs Dir ect Mail ? Mul ti-Channel vs . Omni-Channel ? Le a rn w ha t is w orking
now!
The use of an o mni-channel campaign s trategy fo r yo ur fundra ising c a mpa igns,
can l ift your r es ul ts by 23-46% o ver a s ingl e channel s tra te gy. No l onge r is it
digital vs dir ect mail , it tak es bo th wo rking to gether fo r optimum re sul ts. D ire c t
mail with digital ads yiel ds 28% higher co nvers io n rate a nd the physic a l dire c t
mail piece is actual l y hel ping increas e o nl ine giving. Le a rn how to ha v e “D igita l
and Dir ect Mail ” wo r k to gether and be the perfect co mpl e me nt to e a c h othe r,
l ike peanut butter and j el l y!
A dedicated and k no wl edgeabl e direct marketing pro fe ssiona l , Ka re n Ol son ma ke s it
her business to under s tand her cl ients ’ go al s and hel p the m a c hie v e re sul ts. With ov e r
25 year s of exper ience in the print and marketing co mm unic a tions industry, she ha s
hel ped many no n-pr o fit o r ganizatio ns buil d effective campa igns for ra ising mone y,
finding new do no r s , getting do no rs to give mo re, fil l ing se a ts for e v e nts a nd re c ruiting
new students. Her exper ience in direct mail and util izing c l ie nt da ta for more re l e v a nt
communicatio ns co mbined with her co ntinuing educatio n in those fie l ds, ha v e pre pa re d
her to make ins ightful r eco mmendatio ns that add new v a l ue . T he a ddition of digita l
integr ation to dir ect mail campaigns has hel ped drive inc re a se d re sul ts for nonprofit
cl ients.
Ol son ser ves as the Members hip Chair o f the AFPA Greate r Louisv il l e C ha pte r a nd is
the Industr y Co -Chair fo r the Kentuckiana Po s tal Cus to me r C ounc il . In a ddition to
these boar d po s itio ns , Ol s o n has s erved mul tipl e no n-profit orga niza tions ov e r the
year s as an adv is o r , co mmittee chair, co mmittee membe r a nd othe r v ol unte e r rol e s.
Ol son is a gr aduate o f Bal l State Univers ity, with a Bache l or of Sc ie nc e de gre e in
Jour nal ism Gr aphics & Magazine Des ign; a T o p Sal es Pe rforme r for mul tipl e ye a rs; a nd
a Cer tified Dir ect Mail S pecial is t. She has pres ented to mul tipl e a udie nc e s, inc l uding
Fund Raising Executiv es o f Metro Lo uis vil l e (FREML), Fund R a ising Exe c utiv e s of
Souther n Indiana (F RES I), the AFP Greater Lo uis vil l e Cha pte r a nd the A F P Ke ntuc ky
State Confer ence.
Ol son is the mo ther o f two so ns , as wel l as a do g and ca t. Whe n not a t w ork, you’l l find
her cheer ing o n her yo unges t at the bas ebal l fiel d o r gol f c ourse .Breakout Session 3
1:00pm
Opt ion 3 - Roo m 14A
Small Shop Success: Ma na gi ng Many Hats
Angel a (Angie) Bail ey, CF RE, Chil dren's Advo cacy Cente r
Smal l shops r equir e fundr ais ers to "wear many hats " as the y j uggl e c ompe ting
pr ior ities. Join Angel a to discus s ho w to prio ritize, o rganize , a nd pl a n your w a y
to successful fundr ais ing.
Angel a Bail ey began her career wo rking with no npro fit, dire c t se rv ic e
institutions. Whil e her pas s ion was in wo men and chil dren's issue s, she
found her sel f do ing s pecial events , writing grants , and w orking w ith
major donor s to s uppo r t her direct s ervices effo rts . After some ye a rs, it
became evident that no t o nl y was Angel a a s kil l ed fundra ise r but tha t
she enjoyed the wo r k and decided to dedicate her efforts to fundra ising
ful l time. Since beginning her s eco nd career, Angel a ha s ra ise d ov e r a
mil l ion dol l ar s in ev ents al o ne, participated in a capita l c a mpa ign
r aising 3.2 mil l io n do l l ar s in a s ix-co unty regio n o f Kentuc ky w hic h
incl uded some o f the po o r es t co unties in the co untry to fund the
constr uction o f the Ho s pice Care Pl us Co mpas s io nate C a re C e nte r in
Richmond, KY. T o day Angel a is util izing her o ver 20 years of e xpe rie nc e
to buil d a dynamic fundr ais ing pro gram fo r the Chil dren's A dv oc a c y
Center of the Bl uegr as s .
Angel a hol ds a BA in Co mmunicatio n Studies fro m Eas te rn Ke ntuc ky
Univer sity and an MA in Or ganizatio nal Leaders hip fro m India na
Wesl eyan Univer s ity.Breakout Session 3
1:00pm
Opt ion 4 - Roo m 1 4B
Fast , Free, and F i ni sh ed : DI Y Vi sual Sto r y telli ng
Jim Ander son, CF RE, Go al Bus ters
We know that s to r ytel l ing, particul arl y thro ugh video , c a n be a pow e rful
fundr aising and engagement to o l . But it s eems s o co mpl ic a te d to ge t the right
equipment, hir e a pr o ductio n crew, get the right l o cations...a nd so e xpe nsiv e ,
r ight? Actual l y, anyo ne with a pho ne to day can create qua l ity v isua l storyte l l ing
for fr ee with a l ittl e bit o f practice and s o me pl anning. Le a rn how to use
"guer r il l a mar k eting" to mak e yo ur pho to s and video s s e e m e ffortl e ss a nd
or ganic whil e impr o v ing co ntent engagement.
Jim Anderson, CFRE, Partner, has more than 30 years of sales and training experience through his
positions with local media and national consumer research companies such as Nielsen Media, Simmons,
and Scarborough Research. Consistently recognized as a top revenue producer, Jim earned the Sales
Executive of the Year, Negotiator of the Year, New Business, and Over Achiever awards, among many
other accolades. Jim’ s teams broke the corporate records for the largest group contract, the highest
renewal rate, and the highest annual revenue.
Looking for new opportunities in the third sector, Jim migrated into the nonprofit arena in 2005. Jim
specializes in marketing and branding strategy, multimedia production, sales and sponsorship training,
board and organizational training, and executive coaching. Jim also frequently supports public media
on-air fundraising with passionate, entertaining, and compelling on-air appeals coast to coast.
Furthermore, in underwriting sales for public broadcasting, Jim’ s teams set records for the highest gross
contract year, highest gross contract month, and the highest development year in station history. As
counsel, he serves as Underwriting Manager for KAWC Colorado River Public Media and Border Radio in
Yuma, Arizona.
Jim has extensive multimedia production experience with a focus on education and training programs.
He wrote, directed, and produced interactive sales training video programs now implemented in more
than 300 television and radio stations. As a director/producer of Interactive Instructional Television and
Distance Learning for Northern Arizona University (NAU), Jim produced programming utilized by
educators in North America, Europe, and the Pacific Rim. As an instructor at Northern Arizona University,
he received superior evaluations from the hundreds of students who participated in his “Communications
Analysis” and “Sales, Research, Marketing and Promotion” classes.
Jim earned a Bachelor of Arts degree, magna cum laude, in Broadcast Management with dual minors in
Business Administration and Spanish Language from NAU. He is an Association of Fundraising
Professionals (AFP) Faculty Training Academy graduate and is President of AFP Northern Arizona in 2019-
2020, having previously served in 2013-2014. Jim also served on the AFP International Communications
and Marketing Committee and Committee on Directorship. In 2010, Jim was the AFP Northern Arizona
Fundraising Professional of the Year. Jim achieved his Certified Fundraising Executive (CFRE) credential
in 2013 and is certified through 2022. Jim speaks Spanish, is an avid photographer, and has more than
75 million views of his photos on Google Maps. He also married his cousin, but it didn’ t last.Breakout Session 4
2:00pm
Opt ion 1 - Roo m 9A
When Campaigns/Ma j o r Givi ng I ni ti ati ves Go Wr o ng:
How t o prepa r e a nd p i vo t cr eati vely
David Cobb, JD, As hl ey| Ro untree
We al l assume o ur campaigns wil l run fl awl es s l y, we’l l me e t our goa l s, a nd e na c t
our mission. Howev er , we al so kno w that s el do m, if ever , ha ppe ns. C ome j oin
David Cobb, with As hl ey Ro untree, as we expl o re ho w to a dj ust to the ine v ita bl e
changes in our campaigns and pivo t as is s ues aris e. Par tic ipa nts w il l ha v e the
oppor tunity to r eal l y engage in this s es s io n and pl an fo r the unpl a nne d.
David Cobb, Senior Vice President, Campaign Division:
David joined Ashley|Rountree as an experienced
capital campaign fundraiser and senior nonprofit
executive with more than 20 years’ experience,
leading innovative fund development, public affairs
and strategic planning initiatives for a broad range of
nonprofits including St. Jude Hospital, Goodwill
Industries and Indiana University. David’ s diverse
background in fundraising includes having led highly
successful capital campaigns, major gifts initiatives,
annual funds and events. An attorney, David brings
extensive non-profit management experience with a
special focus on organizational turnarounds and self-
funded program creation.Breakout Session 4
2:00pm
Opt ion 2 - Roo m 9B
Engaging You r Ever y o ne ( i nclud i ng y o ur b o ar d !) i n Pla nned G i vi ng Mar k eti ng
Cher ian Koshy, CF RE, CAP
Endowment Par tner s
Quick! Think o f al l the ways to interes t o r co mpel yo ur boa rd to ta l k to frie nds,
neighbor s, and co l l eagues abo ut annual o r majo r gift fu ndra ising. D id it w ork?
Pr obs not. So no w think ing o f rais ing the bo ard bar to e nga ge pl a nne d giv ing
donor s. Just l eft with s tewards hip, right? What if yo u had the a bil ity to de sign
the pathway to the el us iv e bo ard advo cate fo r pl anned giv ing? Wha t if you
coul d give them the per fect s to ry to tel l a po tential do nor tha t might he l p the m
see how a pl anned gift co uld s o l ve the do no r's pro bl em? With a possibl e
r ecession on the ho r izo n, you'l l l earn ho w to s impl y and imme dia te l y e nga ge
your boar d, vo l unteer s , and s taff to hel p yo u rais e mo re dol l a rs a nd de e pe n
donor engagement o n pl anned giving. So unds to o go o d to be true ? In this
session, we'l l expl o r e:
a. why the contempo r ar y "wis do m" o n bo ard engagement is ga rba ge
b. how you can des ign engagement s trategies fo r bo ard a dv oc a te s on
ever ything fr o m s impl e to compl ex gifts
c. exampl es that yo u can us e at yo ur very next bo ard me e ting to ge t boa rd
member s to pr o activ el y advo cate fo r pl anned giving to your orga niza tion
Cher ian Koshy is a Cer tified Fund Rais ing Executive (CFR E),
Char ter ed Advis o r in Phil anthro py (CAP), & As s o ciatio n of
Fundr aising Pr o fes s io nal s Mas ter T rainer. Cherian is the C hie f
Devel opment Officer at Endo wment Partners , an inves tme nt
management fir m that s o l el y wo rks with no npro fits and
foundations. In additio n to 25 + years o f fundrais ing expe rie nc e ,
he ser ves on numer o us bo ar ds incl uding AFP Gl o bal , and is a
r egul ar pr esenter at fundr ais ing co nferences aro und the c ountry
and acr oss the gl o be.Breakout Session 4
2:00pm
Opt ion 3 - Roo m 14A
Unlocking t he Secr et s t o Su ccessful Stewar d sh i p
Mel issa Gr instead & As hl ey T hacker
Easter n Kentuck y Univ er s ity
A key to or ganizatio nal s ucces s is res o urces , which fo r non- profits, is re l ia nt
upon fundr aising. A k ey to fundrais ing is increas ing gifts, w hic h de pe nds on
donor r etentio n. A k ey to dono r retentio n is s tewards hip. Pl e a se j oin us to l e a rn
about best pr actices in s tewards hip and ho w new twis ts on l ittl e de ta il s c a n
hel p your or ganizatio n s ucceed.
Whil e Ashl ey is new to the Office Melissa Grinstead has spent her career in higher
of Devel opment and Al umni education and for the first 24 years was at her
Rel ations, she has wo r k ed in alma mater, Manchester University in northern
higher educatio n fo r o v er a Indiana. During her tenure at Manchester, Melissa
decade. She ho l ds a Bachelo r o f worked on two successful campaigns which
Science in Communicatio n exceeded goal at $52 million and $109 million,
Disor der s and a Mas ter o f Publ ic respectively. She relocated to Kentucky in 2014
for the opportunity to lead fund raising efforts,
Heal th, as wel l as cer tificatio ns
development operations and a campaign at EKU.
in stakehol der -fo cus ed s tr ategic
During Melissa’ s eight-year tenure at EKU gift
pl anning and r eco r ds and commitments have quadrupled. Eastern’ s
infor mation management. Pr io r to comprehensive campaign just concluded
her cur r ent po s itio n as Dir ecto r exceeding goal by more than $10 million.
of Donor Engagement, As hl ey Melissa’ s areas of expertise include campaign
ser ved as EKU’ s r eco r ds management, development, annual fund, planned
administr ator and univ er s ity gifts, donor stewardship, staff management,
ar chivist in EKU S pecial strategic planning, software administration,
Col l ections and Ar chiv es . research, prospect management, database
administration, gift receipting/acknowledgement,
and scholarship administration. She has been a
member of CASE since 1991; joined the Association
of Fundraising Professionals in 2019; served as
treasurer for APRA-IN for six years; and is a
charter member (2008) of the Association of
Advancement Services Professionals, where she
served as chair of the finance committee for four
years.Breakout Session 4
2:00pm
Option 4 - Room 14B
Create a Fundraising Plan That You’ll Actually Use
There are many fundraising emergencies that seem
to arise – a donor needs immediate attention, a
proposal is due today, or a mailing needs to be
approved right now. You know you need to plan, but
who has the time when you're putting out fires every
day? Building a plan doesn't have to take months
and can help reduce the stress in your day-to-day
operations, whether you're a one-person shop or a
large department. Learn about the critical elements
of a fundraising plan, how to create it in less than a
day, and how to make it your go-to tool every day.
Alice L. Ferris, MBA, CFRE, ACFRE, Founding Partner, has more than thirty years of
professional fundraising experience, not including her tenure as the “top cookie
salesperson” in Girl Scouts in McFarland, Wisconsin. Alice started her fundraising career
as a volunteer at PBS Wisconsin in Madison, blowing bubbles onto the set during pledge
breaks for the Lawrence Welk Show, which launched a more than 30-year affiliation
with public broadcasting.
As counsel, Alice is Director of Development for KAWC Colorado River Public Media and
Border Radio in Yuma, Arizona, and the Annual Fund Manager for the EAA Aviation
Foundation. Alice also teaches for the Masters in Nonprofit Leadership at the University
of Denver.
Before GoalBusters, Alice served as Director of Development for Lowell Observatory,
Foundation Director for Flagstaff Medical Center, and Director of Development for
KNAU Arizona Public Radio. During her tenure at Lowell Observatory, the membership
program more than doubled, and during her time at KNAU, she led the station to its first
US$1 million fundraising year. As Foundation Director for Flagstaff Medical Center, Alice
directed FMC’ s philanthropic grants program, granting over US$1.3 million for
community health in the Flagstaff area.
Alice was the 90th professional to receive the Advanced Certified Fundraising Executive
(ACFRE) credential and was the 21st recipient of the AFP Founders’ Medallion,
recognizing extraordinary service to the sector. She is also a three-time honoree as
AFP-Northern Arizona Fundraising Professional of the Year. She currently serves on the
Bolz Center for Arts Administration at the Wisconsin School of Business Advisory Board
and the University of Wisconsin Communication Arts Program Board.
Alice is recognized for her on-air presence on public television and radio pledge drives
and national PBS fundraisers, such as Downton Abbey and The Civil War. Alice earned
her Bachelor of Arts with a double major in Radio-TV-Film and Economics and her
Master of Business Administration with a double major in Accounting and Management
from the University of Wisconsin-Madison. She obtained her Certified Fund Raising
Executive (CFRE) in 1999, her ACFRE in 2010, and has been an AFP Master Teacher since
2006. Alice is a well-reviewed keynote and workshop presenter, with presentations in
North America, Europe, Australia, and Asia.
When not fundraising, Alice teaches occasional classes in Chinese cooking. She is also a
slow half-marathoner and a retired competition ballroom dancer.You can also read
