2022 NPD Conference Sessions & Speakers

National Philanthropy Day Registration Now Open!

Early Bird Rates now in effect through Friday, September 30, 2022*
Conference ticket includes entrance to all conference session, National Philanthropy Day Awards Luncheon, and post-conference Happy Hour.


AFP Emerging Leader Member (Young Professionals) - $199
AFP Member - $259
Non-Member - $279



*Pricing after September 30 through October 14

AFP Emerging Leader Member - $219

AFP Member - $279

Non-Member - $299

Lunch Only - $150

Registration closes after October 14th. 
$10 Late fees will be added to above pricing.



Conference Sessions

Agenda
7:45 a.m. - 8:45 a.m. - Registration Opens


8:45 a.m. - 10:00 a.m. - Keynote Presentation People. Purpose. Community. 

In a social climate marked by polarization, binary thinking, and seemingly endless stressors, joy peaks out from the cracks in the surface and invites us to shift our perspective away from the doom and gloom. The choice to live and move in joy, independent of our external circumstances, is a radical act that nourishes the seeds of revolution and transformation. This keynote address will inspire attendees to reach within to reignite the spark of joy and hope that led them into philanthropy. Attendees will leave feeling empowered with knowing the importance of prioritizing communal joy as a social medicine that helps us all of us restore, repair, and recommit to the critical work of long-haul social change.

Presented by Dr. Niki Elliott


10:00 a.m. - 10:15 a.m. - Coffee Break with Conference Exhibitors


10:15 a.m. - 11:10 a.m. - Concurrent Breakout Sessions 
  • Equity in Fundraising: How to Diversify Your Team, Boards, and Retention
As nonprofit leaders, we endeavor to create a world that works for everyone through philanthropic programs, often serving the most marginalized among us. However, the lack of diversity in donor bases, fundraising teams, executive leadership, and board governance has resulted in an industry that doesn’t reflect the populations it serves. This panel will examine strategies to create inclusive organizations, recent challenges and strides in DEI, and how we move past diversity numbers and into a place where all individuals feel included and have a voice.

    • Presented by Derek Steele, Kevin Berry, and Celeste Davies
    • Moderated by Monica Lee Copeland

  • Transformative Philanthropy in Action
Transformational philanthropy is an approach to Business development that enables nonprofit leaders, entrepreneurs, and philanthropists to develop meaningful and effective ways to work together to solve real problems.” According to Nonprofit Pro: To obtain a transformational gift, a combination of elements must be present, such as the right donor, right purpose, right amount, right solicitor, and the right time. A 2011 study by Dini Partners of donors who contributed $100,000 to $1 million found that the single most important factor influencing is alignment with an organization’s mission.
    • Presented by Angela Johnson Peters
    • From the Sacklers to Cannabis: An Ethical Dilemma Discussion
    Without ethical fundraising, our donors would not trust us or our organizations. Join current AFP Global Ethics Committee member, Melanie Elliott, and former AFP Global Ethics Committee chair and member, Yulanda Davis-Quarrie, M.S., CFRE, where we will have interactive sessions on two ethical hot topic issues, explore our Code of Ethics, and participate in an active dialogue about the ethical dilemmas that may face an organization receiving funds from a Cannabis business. This session will provide a safe space for you to ask your ethical dilemma questions and receive feedback that may help you in your decision making.

      • Presented by Melanie Elliott, Yulanda Davis-Quarrie, and Lisa Johnson
    • Addressing Mental Health and Ending Stigma in the Workplace: Moving from Awareness to Action!

    Mental Health issues have been on the rise well before Covid-19 and have been stigmatized among employers and in the world as we know it. Learn how your organization can move from awareness to action. 


      • Presented by Laura Alvarez, Kymberly Garret, and Becca Joza
      • Moderated by Paco Rentana

    11:15 a.m. - 12:10 p.m. - Concurrent Breakout Sessions
    • Setting the Stage for Stellar Donor Stewardship
    Presented by Fundraising Academy - In this interactive session, attendees will learn tried and true stewardship practices that deepen relationships with and commitment from supporters. A brief presentation of best practices will lead us into fast-paced, facilitated group engagement. Participants will walk away with constructive feedback on their organization’s current practices, new peer connections, and an actionable list of innovative ways to keep donors feeling connected to your cause.
      • Presented by Hannah Berger
    • Capital Campaigns and Giving Circles
    When like-minded givers come together to discuss community needs and support them with their donations, time, and other resources, a giving circle is born. Over the past two decades, the giving circle movement in the United States has grown to more than 2,000 giving circles made up of 150,000 people helping to donate nearly $1.3 billion. 

      • Presented by Ruthann Chou
      • Moderated by Andrea Salazar

    • Can’t Stop Won’t Stop: Career and Professional Development in A Rapidly Changing Sector
      The fundraising world is evolving at record speed. Currently, we’ve found ourselves doing all we can to keep up in a climate that has bred significant shifts in the employee-employer dynamic. Be it the new remote/hybrid work structure or the necessity for staff to live more purpose-driven lives; there is an intrinsic need to seek communities or build ones that support these shifts, and our leaders are being held accountable more than ever.  A recent project by NTEN and Cornerstone, “The State of Nonprofit Professional Development,” uncovered that “nonprofit staff want to learn and grow in their jobs and careers and that they seek to pursue professional development even if it’s not an official part of the expectations and evaluations in their jobs.”1 While most nonprofits understand the importance of investing in ongoing professional development for their employees, some balk at that investment because they fear employees will just learn and leave.

      • Presented by Randy Shulman, Cris Lutz, Matt Kamin
      • Moderated by Lisa Baxter
    • Activating a Culture of Philanthropy

    Activating a culture of Philanthropy is something most of us strive for but rarely accomplish. New generations, socially conscious efforts, and the idea of ambassadorships have given us opportunities to activate and enhance how we, as people see fundraising in our own organizations. 


      • Presented by Priscilla Valencia

    12:25 p.m. - 2:00 p.m. National Philanthropy Day Awards Luncheon

    2:10 p.m. - 3:05 p.m. - Concurrent Breakout Sessions
    • Equity in Fundraising: How to Diversify Your Team, Boards, and Retention
    As nonprofit leaders, we endeavor to create a world that works for everyone through philanthropic programs, often serving the most marginalized among us. However, the lack of diversity in donor bases, fundraising teams, executive leadership, and board governance has resulted in an industry that doesn’t reflect the populations it serves. This panel will examine strategies to create inclusive organizations, recent challenges and strides in DEI, and how we move past diversity numbers and into a place where all individuals feel included and have a voice.
    Presented by Derek Steele, Kaci Y. Patterson, and Jacob Adams
    Moderated by Megan Hayward

    • Using Digital Tools to Build Relationships

    It seems like every day there's a new, shiny best practice for using email, your website, and social media to advance your mission and fundraise. If you're stressed about all the advice about digital tools and want a strategy that helps you build sustaining, ongoing relationships, this session is for you. We'll cover how to create a digital plan that's focused and authentic to your organization and can be used over and over again, no matter how tools, platforms, and algorithms change. 
    Presented by Julie Lacoutre


    • Storytelling and Beyond: How to Craft an Impact Report that Inspires, Engages, and Activates Donors

    When you tell your donors a story, you activate their empathy, help them build connections between ideas and action, and translate facts into feelings–all of which fuel giving and promote donor retention. Facts and figures have their place, but stories are what stick in people’s minds and warm their hearts.

     
      • Presented by Chris Wesley and Will Cooper
      • Moderated by Monica Lee Copeland

    • Cryptocurrency 101: The New Digital Money Millennium 

    Bitcoin. Ethereum. Tether. Binance Coin. USD Coin and the Blockchain of it all1. These are just some of the various types of cryptocurrencies that have appeared since its first launch in 2017. Today, the nonprofit sector has found themselves smack dab in the gateway to a new millennium of digital money and with the impending wealth transfer, fundraising is about to get creative and integrated with technology in a way we’ve never seen before. To help ease the transition and educate nonprofits on what this means for their organizations, we invite you to join Lisa Rubin, Blockchain and Fintech Attorney at Paul Hastings LLP as she share cryptocurrency basics.
    Presented by Lisa Rubin
    3:10 p.m. - 4:45 p.m. - Happy Hour Reception
    2022 National Philanthropy Day Speakers

    Jacob Adams

    Jacob Adams
    Founder & Executive Director, Stem to the Future

    Jacob is the Founder and Executive Director of STEM to the Future.  Prior to founding STTF, Jacob was a Teach For America teacher in New York City where he was an elementary school educator in Brooklyn and Harlem. He moved to Los Angeles to be an instructional coach at Teach For America. Jacob has 10+ years of experience in education and is using that experience to help students be solution-oriented individuals who use their gifts to uplift the community. He’s a 4.0 School Essentials and Tiny Fellow and a member of the inaugural Black Equity Collective “Build Cohort.”  He’s also a photographer who enjoys eating.

    Laura Alvarez

    Laura Alvarez, PHR, SHRM-CP
    Vice President of Human Resources

    Wellnest

    Laura Alvarez is the Vice President of Human Resources at Wellnest. Ms. Alvarez is responsible for providing strategic leadership and direction to support the Clinic’s objective to recruit, develop and retain the best talent to advance their mission. She oversees the areas of benefits administration, compensation, compliance, employee relations, performance management, recruitment, training, and development.

    Prior to joining Wellnest, Ms. Alvarez served as the Vice President of Human Resources for Alliance College-Ready Public Schools, the largest charter school network in Los Angeles. During her tenure at Alliance, she led the development and implementation of the organization’s HR policies, procedures, and programs to support the organization’s rapid growth in their first decade. Prior to that, Ms. Alvarez served as a Certificated Personnel Specialist & Credential Analyst for Soledad Enrichment Action, Inc., a non-profit organization dedicated to providing high-risk youth with tailored educational services and a variety of wrap-around and support services. There, she supported the restructure of the organization’s HR department, which helped her gain the foundational knowledge and skills to excel as an HR professional. Ms. Alvarez has a Master’s degree in Educational Leadership and Policy Studies and earned her Bachelor’s degree in Political Science and Sociology from the University of Southern California. In 2014, she obtained a Certificate in Human Resources Management from Cal State University, Long Beach and obtained her PHR and SHRM-CP certifications.

    Hannah Berger

    Hannah Berger, MPA, CFRE
    President, The Philanthropy Coach and Certified Cause Selling Trainer, Fundraising Academy

    With 20+ years of experience in the philanthropic sector, Hannah provides coaching and consulting that is steeped in lived experience as a professional fundraiser, non-profit executive, campaign consultant and board member. Hannah has proudly supported dozens of nonprofit organizations in raising more than $100M, specializing in major expansion campaigns, board recruitment and development, development audits, program restructuring initiatives and the creation of strategic development plans. A lifelong learner and believer in the power of education, Hannah loves to teach and has been a lead trainer for Fundraising Academy since 2018, in addition to sharing her voice and expertise with AFP Chapters throughout California and at AFP International’s global conference. To learn more: ThePhilanthropyCoach.com

    Celeste Davies

    Celeste Davies
    Director, Prospect Management & Advancement Services
    MLKCH Community Health Foundation

    Celeste is responsible for managing and leading the advancement services and development research and relationship management functions of the MLK Community Health Foundation - the fundraising arm of Martin Luther King, Jr. Community Hospital. She is a relationship management professional with over 15 years of experience leading and managing all aspects of fundraising database management, development research, and donor management activities.

    Her most recent roles were at Cedars-Sinai Medical Center (CSMC) where she held the position of associate director, development research and donor management, and prior to that, senior development officer, research and prospect management. Celeste spent over a decade at CSMC managing the Development Research and Donor Management department and supporting development officers with fundraising strategies, management of portfolio planning, and tracking activities.

    Prior to CSMC, Celeste honed her development research and management skills at the UCSF Foundation where she was a senior development researcher.

    Celeste holds graduate and undergraduate degrees from Howard University, Washington, DC.

    Becca Jozsa

    Becca Jozsa, LCSW, MPH 
    Employee Wellbeing Specialist
    Martin Luther King Community Healthcare

    Becca Jozsa (Joe-za)  is a licensed clinical social worker who has received her dual master’s degree in Social Work and Public Health from USC’s Keck School of Medicine. Becca has previously worked in the school setting where she provided individual and group therapeutic counseling to students that were diagnosed with neurological delays, and/or emotional disturbances. From there she went into the healthcare field to perform psychosocial evaluations with kidney dialysis patients which included crisis interventions, short-term case management, and counseling support filled with empathy and care. Becca became involved in developing and facilitating educational courses to patients that promoted healthy behavioral changes for one’s mental, emotional, and physical health which she found as one of her passions. She now leads the Employee Wellbeing Program at Martin Luther King Community Healthcare where she focuses on the wellbeing of the hospital’s staff. She provides short term counseling sessions to healthcare workers while creating, implementing, and analyzing organizational wellness programs for all hospital staff members that support their Mental, Emotional, Physical & Spiritual Wellbeing.

    Matt Kamin

    Matt Kamin
    Co-Founder
    Envision Consulting

    Matt Kamin is the Co-Founder and Managing Partner of Envision Consulting, a consulting firm with offices in Los Angeles, New York and Denver, specializing in nonprofit search and strategy services. Matt has been working and volunteering in the nonprofit world for over 25 years and holds a MBA in nonprofit management. Matt has served as Executive Director of Palisades Emergency Residence Corporation in New York, Children’s Nature Institute in Los Angeles, and Los Angeles Youth Network in Hollywood. Matt has also served as a consultant to organizations serving populations ranging from disabled adults, domestic violence, children in nonpublic schools, and the geriatric community. Matt is co-founder of Youth for Charity, an organization bringing together teens of different faiths to raise awareness for families living in poverty, as well as founder of Eleventh Commandment, which has grown into JQ International. Matt has sat on numerous boards located in the US and abroad and has lived and worked in Southern California, the New York Metro, and the Middle East.

    Julie Lacouture

    Julie Lacouture
    Founder
    Good Ways Inc.

    Julie Lacouture is the founder of Good Ways Inc, a consulting firm that helps nonprofit organizations raise money, awareness, and support using digital tools and good old-fashioned strategy. Julie has worked with organizations including MLK Community Health Foundation in South LA, Disability Rights California, and the California Community Foundation. She developed and taught a Digital Fundraising class at UCLA Extension. Prior to Good Ways Inc., Julie worked in communications and fundraising at some great non-profits including DonorsChoose.org and the Massachusetts Coalition against Domestic Violence. She started her career in corporate PR and Advertising where she drove a hotdog across the country for Oscar Mayer and was a copywriter for McDonald’s, Coldwell Banker, and other brands. She holds an MBA from UCLA and degrees in Psychology and Advertising from Syracuse University.

    Cris Lutz

    Cris Lutz
    Assistant Vice President of Gift Planning
    The Huntington Library, Art Museum, and Botanical Gardens

    Cris Lutz is the Assistant Vice President of Gift Planning at The Huntington Library, Art Museum, and Botanical Gardens, where she also serves as Chair of the staff Diversity, Equity, and Inclusion Committee. She is the President-Elect of the Los Angeles Council of Charitable Gift Planners (LACGP) and has served on the board of directors of the American Council on Gift Annuities (ACGA). Cris earned her master's degree in psychology from California State University, Fullerton, and bachelor's degrees in art history and social science from the University of California, Irvine. Cris is a certified specialist in planned giving (CSPG) and a Chartered Advisor in Philanthropy (CAP).

    Kaci Patterson

    Kaci Patterson
    Founder & Chief Architect
    Social Good Solutions

    Kaci Patterson is the Founder and Chief Architect of Social Good Solutions (SGS), a Black-woman-owned and operated boutique consulting firm working at the intersections of philanthropy, racial justice and community. Kaci brings over 20 years of experience in the nonprofit and philanthropic sectors and is widely recognized for her expertise in equity-centered grantmaking and community-driven design. In her role as Sr. Director for the LA Partnership for Early Childhood Investment, Kaci organizes philanthropic engagement for the LA County African American Infant and Maternal Mortality Prevention Initiative (AAIMM), a public-private-community partnership working to advance joyous and healthy births for Black mothers and families in LA County. She is also the Founder and Chief Architect of the Black Equity Collective, serves on the board of Social Justice Partners Los Angeles, Tides Advocacy and was an appointed state commissioner serving in the CA Department of Consumer Affairs for eight years. Kaci is a graduate of Pepperdine University and holds an MBA in Organizational Management & Leadership from the University of LaVerne. 

    Paco Retana

    Paco Retana, M.S.W., L.C.S.W.
    Vice President of Programs
    Wellnest


    Paco Retana’s passion is serving underserved and marginalized communities. As Vice President of Programs at Wellnest, he is responsible for all clinical services, including program evaluation and training. He also oversees Wellnest’s Division Directors in areas of outpatient, early intervention, intensive services, and life learning/transition-age youth services. Previous roles Paco has held include: Clinical Supervisor at Green Dot Public Schools, Regional Director of Community Mental Health Services at Children’s Institute, Inc., Director of Outpatient Services at Wellnest, Co-founder of the Youth Development Project of St. John’s Health Center, and Clinical Coordinator of the Child and Family Development Center at DiDi Hirsch Community Mental Health Center.

    Paco is the co-chair of the Latino Underserved Cultural Communities for the Los Angeles County Department of Mental Health (DMH) and was a voting member of the System Leadership Team and former co-chair of the Service Area Advisory Committee for South Los Angeles. Paco is a Board of Director for the UCLA Alumni Association and serves as the co-chair for its Diversity Advisory Committee. As an expert in Boys and Men of Color work, he is invited to conferences and forums as a panelist, speaker, and mental health expert.

    Paco is the recipient of the Humanitarian Award from the National Conference for Community and Justice, and an Honoree of NAMI Urban Los Angeles. He is a Licensed Clinical Social Worker who earned his Bachelor’s Degree in Psychology and Masters in Social Welfare from the University of California, Los Angeles.

    Randy Shulman

    Randy Shulman
    Vice President for Advancement and External Relations
    Huntington Library Art Museum, and Botanical Gardens

    Randy serves at the Vice-President for Advancement and External Relations, working closely with the president and other members of the senior team in charting the overall course of fundraising activities and donor stewardship.  Next to the president, he is the Huntington’s chief external affairs presence and is responsible for promoting and cultivating institutional contacts with appropriate individuals, organizations, government agencies and community contacts.

    Randy has a Bachelor of Science degree in urban and regional planning from Cal Poly Pomona and a Master of Public Administration degree from the University of Southern California.    Previously, he worked in local government positions in city management, community development, and historic preservation.  Also active in the community, he sat on the Board of Union Station Homeless Services, where he also served as Board Chair and is a past Board member of Pasadena Heritage. 

    Derek Steele

    Derek Steele
    Executive Director
    Social Justice Learning Institute

    Derek Steele, a proud HBCU graduate of Morgan State University, is an experienced problem solver who started his professional career as an electrical engineer at Northrop Grumman. He soon after began his journey of work in his community with the Social Justice Learning Institute (SJLI) as a volunteer figuring out how to recreate local food access systems to solve health disparities and food insecurity in Inglewood, CA, and beyond.

    Finding success in this work that he believed to be more fulfilling, he took on the opportunity to become SJLI's first Health Equity Programs Director. Under his leadership, his team taught over 15,000 families in nutrition, physical activity and urban agriculture, built 126 urban gardens in the community, began the Inglewood Farmers' Market and Inglewood Community Supported Agriculture program (CSA), significantly influenced the passing of two major state bills impacting food insecurity in the great state of California and during COVID, and provided over 1M lbs of produce to families all throughout LA County.

    Also during this time, SJLI was experiencing significant growth, becoming thought and movement leaders in health, educational, racial and social equity. To support and improve the structural foundation of the organization to prepare for regional and national expansion, he was promoted to Associate Director of Operations and Finance of the Social Justice Learning Institute.

    Now as the Executive Director, he brings his system-building experience, engineering perspective and unique skill sets garnered over his 11-year career to lead SJLI as they solve the inequities and inequalities that plague communities of color, particularly the Black community.