Data Strategy Forum
In 2022, no fundraising channel stands alone and attribution only tells half the story.
Donor experiences on one channel impact giving on others and donors of all generations and levels are now reachable on multiple channels.
Siloed and single channel strategies leave donor attention and revenue on the table which can make or break your program, particularly during a time of decreasing response rates and high inflation.
That's why it's more urgent than ever for fundraisers to have a global understanding of all fundraising channels regardless of what their specialty is.
Fortunately, helping fundraisers become more well-rounded is Data Strategy Forum's mission and why we're excited to come together in person on October 18 for what may be the most important Data Strategy Forum ever.
Topics covered will include:
- Lessons on how to make omnichannel work from prominent non-profit thought leaders
- The latest news on data privacy legislation and how it impacts your work
- The art and science of cross-channel attribution
- Groundbreaking multi-channel case studies
- Dynamic payment strategies for direct mail and digital fundraising
- Direct Mail co-targeting with Connected TV
- The latest and greatest Giving Tuesday strategies
- Tips on navigating paper shortages and production delays
Plus, so much more including a candid All-Star Panel focusing on the fundraising headwinds in 2022 and opportunities that down markets create.
Whether your day-to-day responsibilities are focused on direct mail, email, social media, or all of the above you'll leave Data Strategy Forum better informed and better prepared to fundraise in a difficult market. You simply won't find a mix of speakers this diverse and experienced anywhere else.
It truly is an "all of the above" fundraising showcase. Join us on October 18 and find out why Data Strategy Forum is the best educational value in fundraising.
PROGRAM
Full participation in Data Strategy Forum is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. |
8:00 AM - 8:45 AM | Breakfast & Registration |
8:45 AM - 9:00 AM | Welcome Remarks & Opening Announcements |
9:00 AM - 10:00 AM | Data Strategy Forum All-Star Panel |
Headwinds & Opportunities | |
Moderator: Dan Sonners, Vice President, Conrad Direct | |
Panelists: Olga Moshinsky Woltman, Founder & Principal, Lemon Skies | |
Rebecca Shapalis, Vice President, Avalon Consulting Group | |
Stephen Ferrando, Sr. Vice President, Strategy and Analytics, TrueSense Marketing | |
Kevin Gentry, Vice President, Stand Together | |
Brian Evangelista, Senior Vice President, Lautman Maska Neill & Company | |
10:00 AM - 10:10 AM | Refresh and Connect Break |
10:15 AM - 10:35 AM | Data Privacy Update |
Mark Micali, Vice President, Government Affairs, The Nonprofit Alliance | |
10:35 AM - 10:45 AM | Audience Q & A |
Moderated by Zack Carpenter, Vice President, Nova List Marketing Solutions | |
10:50 AM - 11:10 AM | Payment Strategies |
Brenna Holmes, Principle & Senior Vice President, Chapman Cubine, Allen & Hussey | |
11:10 AM - 11:20 AM | Audience Q & A |
Moderated by Justin McCord, Senior Vice President, Sales & Marketing, RKD Group | |
11:25 AM - 11:45 AM | Giving Tuesday |
Shannon Steene, Executive Director, Carpenter's Shelter | |
Kendall Nowers, Digital Director, Nexus Direct | |
Kelly King, Account Supervisor, Nexus Direct | |
11:45 AM - 11:55 AM | Audience Q & A |
Moderated by Richard Geiger, Senior Vice President, Nonprofit Solutions, Data Axle | |
12:00 Noon - 1:30 PM | A/B Testing Luncheon |
Lunchtime Speaker: The Power of A/B Anecdotes | |
Informed Delivery/Cross-Channel/Multichannel | |
Jessica Harrington, President, The Harrington Agency | |
1:40 PM - 2:00 PM | Multi-Channel Case Study: Integrating Direct Mail, Phones, and Tele-Townhalls |
Mark Diggs, Managing Consultant, Direct Response, American Philanthropic | |
Justin Henry, President, Synergy Direct Marketing Solutions | |
2:00 PM - 2:10 PM | Audience Q & A |
Moderated by Dan Sonners, Vice President, Conrad Direct | |
2:15 PM - 2:35 PM | Connected Television and Creating "Donor Surround Sound" |
Jess McKean, Vice President of Product, SimioCloud | |
Janet Tonner, President, DDTV | |
2:35 PM - 2:45 PM | Audience Q & A |
Moderated by Meredith Piemme, Business Development Director, Production Solutions | |
2:45 PM - 2:55 PM | Refresh and Connect Break |
3:00 PM - 3:30 PM | Special Panel: Driving Your Fundraising Program with Better Attribution |
Moderator: Roger Hiyama, Executive Vice President, Solutions & Innovations, Wiland | |
Moira Kavanagh, President, MKDM | |
Jessica Kirsche, Account Director, Further Digital | |
3:35 PM - 3:55 PM | Unify Your Data |
Trent Johnson, Nonprofit Data Solutions Architect, RKD Group | |
3:55 PM - 4:05 PM | Audience Q & A |
Moderated by Heather Philpot, Vice President, Tunnl | |
4:15 PM - 4:50 PM | Feature Discussion: Community Powered Fundraising |
Moderator: Dan Sonners, Vice President, Conrad Direct | |
Panelists: Louis Diez, Vice President Community, Almabase & Host, Donor Participation Project | |
Heather Thompson, Chief Development Officer, NORWESCAP | |
Franklin Guerrero, Vice President of Philanthropy Major Gifts and Gift Planning, AARP Foundation | |
4:50 PM - 5:00 PM | SPECIAL ANNOUNCEMENT |
5:00 PM - 6:00 PM | Data Strategy Forum Happy Hour! |
THANKS TO OUR PARTNERS!
Badge Wallet Partner | ||
All Star Panel Partner | Breakfast Partner | Lunch Partner |
WIFI Partner | ||
Closing Feature Discussion Panel | Networking Reception Partner | |
Session Partner | Session Partner | Session Partner |
Session Partner | Session Partner | Session Partner |
Water Bottle Partner |