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Data Strategy Forum

Tuesday, October 18, 2022 (8:00 AM - 6:00 PM) (EDT)


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.


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 AMBreakfast & Registration

8:45 AM - 9:00 AMWelcome Remarks & Opening Announcements

9:00 AM - 10:00 AMData 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 AMRefresh and Connect Break

10:15 AM - 10:35 AMData Privacy Update

Mark Micali, Vice President, Government Affairs, The Nonprofit Alliance

10:35 AM - 10:45 AMAudience Q & A

Moderated by Zack Carpenter, Vice President, Nova List Marketing Solutions

10:50 AM - 11:10 AMPayment Strategies

Brenna Holmes, Principle & Senior Vice President, Chapman Cubine, Allen & Hussey

11:10 AM - 11:20 AMAudience Q & A

Moderated by Justin McCord, Senior Vice President, Sales & Marketing, RKD Group

11:25 AM - 11:45 AMGiving 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 AMAudience Q & A

Moderated by Richard Geiger, Senior Vice President, Nonprofit Solutions, Data Axle

12:00 Noon - 1:30 PMA/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 PMMulti-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 PMAudience Q & A

Moderated by Dan Sonners, Vice President, Conrad Direct

2:15 PM - 2:35 PMConnected Television and Creating "Donor Surround Sound"

Jess McKean, Vice President of Product, SimioCloud

Janet Tonner, President, DDTV

2:35 PM - 2:45 PMAudience Q & A

Moderated by Meredith Piemme, Business Development Director, Production Solutions

2:45 PM - 2:55 PMRefresh and Connect Break

3:00 PM - 3:30 PMSpecial 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 PMUnify Your Data

Trent JohnsonNonprofit Data Solutions Architect, RKD Group

3:55 PM - 4:05 PMAudience Q & A

Moderated by Heather Philpot, Vice President, Tunnl

4:15 PM - 4:50 PMFeature 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


5:00 PM - 6:00 PMData Strategy Forum Happy Hour!


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National Housing Center
1201 15th Street NW
Washington, DC 20005 United States
Event Contact
Angelica Sullivan
(703) 689-3629
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Tuesday, October 18, 2022 (8:00 AM - 6:00 PM) (EDT)
Education - Seminars, Workshops, Tutorials
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