Symposium on Fundraising

AFP SYMPOSIUM 2021

A collaboration of AFP San Fernando Valley, Santa Barbara and Ventura Counties

Finding time to re-energize as fundraising professionals is an often overlooked but powerful factor that impacts the way we go about our daily work. It also impacts the way we do our jobs as fundraisers.

The aim of this year’s symposium is to create a space for us to ENGAGE with fellow fundraisers and to learn from experts in their fields, to EMPOWER us to get creative with our storytelling and fundraise from a more inspired place and to ELEVATE our spirits as we emerge into a new era of nonprofit management, fundraising and leadership.

It will include topics for your personal and professional development as well as provide you with tangible techniques that you can put into practice immediately. Whether you are a development shop of one or one hundred, this year’s AFP Symposium is exactly what you need to kickstart your fiscal year and ELEVATE your fundraising and nonprofit leadership to a whole new level.

PROGRAM SCHEDULE



8:00AM - 9:00AM CFRE Presentation with Ashley Gatewood

How to become a Certified Fund Raising Executive

The Certified Fund Raising Executive (CFRE) certification is the only globally-recognized, accredited certification for fundraising professionals. 

CFREs report increased on-the-job confidence, recognition from colleagues, and a positive impact on earning potential. 

Don’t miss this presentation where we’ll cover:

  • Eligibility requirements
  • How to start and submit your application
  • Cost
  • CFRE exam preparation
  • What the CFRE exam entails
  • What to expect on exam day
  • Recertification

Plus we'll have a live Q&A so you can get your questions about the CFRE answered. 

ABOUT ASHLEY GATEWOOD


Communications and Marketing Director

CFRE International

Based in Baltimore, Ashley has been with CFRE International since January 2018. 

Previously, she was the events and marketing manager at the Fundraising Institute of New Zealand, where she helped bring world-class fundraising programing to the country. She is on a life quest to visit 100 countries.




9:00AM - 10:00AM Opening Keynote: Fear Less, Raise More, SHINE ON! with Marcy Heim

Now what? What does your future hold? You, and your non-profit mission are ESSENTIAL! You have been called to do this important work and you ARE UP FOR THE TASK! Get empowered to re-enter the world differently. Be inspired to reinvent your future. Grab onto your passion and engage your givers in new and powerful ways. Elevate your thinking and elevate your results. Why should the sky be your limit - in your fundraising or your life? SHINE ON!

ABOUT MARCY HEIM

Marcy Heim, CEO, The Artful Asker, lives to inspire generosity and transformation! A resilient, risk-taker, Marcy knows her mind and knows her stuff when it comes to building success in your fundraising... and your life!

On stages throughout North America and beyond, Marcy’s empowering messages are filled with tangible tools to set your intentions for personal and professional success. A Certified Speaking Professional, AFP Master Teacher, CFRE, and Professional Life Coach (PLCC - UW Madison) she’s received numerous awards including the prestigious CASE Crystal Apple and AFP Outstanding Fundraising Professional.  Her book, "Empowering Your Board to Serve as Effective Development Ambassadors" is a go-to resource for non-profit boards and staff alike.

For over twenty years she led her team at the University of Wisconsin-Madison through 3 successful campaigns including the $1.8 Billion Create-the-Future Campaign. For the past decade, she has empowered her clients to transform their major giving results and Ask for Anything Artfully with her 3-sentence tool. Her talks are peppered with original fundraising tunes you won’t be able to get out of your head! SHINE ON with Marcy!

10:00AM - 11:00AM Break Out Rooms

Wish you could attend all three? Well, guess what—just like if you were attending an in-person event, and you could walk in and out of the room, the same will be possible here too; if you want to pop your head into one of the other rooms, you’ll be able to do so.


ACFRE Panel with Joy Mckee
Join moderator Joy C. McKee, ACFRE in dialogue with featured panelists Aaron Sanderson ACFRE, Barbara Tartaglia-Poure ACFRE and Sanae Tokumura ACFRE. This session will offer a unique “Ask an ACFRE” opportunity to discuss the AFP Certified Fundraising Executive (ACFRE) program, qualifications, and process. Hear firsthand experiences on how the credential signals to fellow professionals, employers and the philanthropic community that you possess advanced level mastery of fundraising leadership, management, ethics and professional standards.

ABOUT JOY MCKEE

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Executive Director of Development
Division of Undergraduate Education
UCLA College of Letters and Science

Joy C. Biegel McKee, MBA, ACFRE, is the Executive Director of Development for UCLA’s Division of Undergraduate Education in the College of Letters and Science. Joy is a highly experienced fundraising professional with a demonstrated twenty years working alongside non-profits to build collaborative relationships with individuals, community, corporations and foundations. She specializes in strategic and operational planning, development and execution of major gift and annual fund giving programs. In her current role she led her team in the final years of the successful $5.2 Billion Centennial Campaign for UCLA. She’s committed to connecting philanthropists with their areas of interest so they can make a transformational impact.

In line with her commitment to non-profits and philanthropists, in September 2014 she acquired the Advanced Certified Fundraising Executive (ACFRE) credential, the most rigorous certification process available to development professionals. She now serves on the ACFRE Board and is an active member of the AFP community. When she takes a break from work she enjoys mountaineering, travel, hiking, dirt bike riding, dancing, spending time with her partner Jeff on outdoor adventures and seeking out the best vegetarian cuisine on the planet.



How to Ask for A Major Gift with Marcy Heim
You, and your mission, ARE ESSENTIAL!   Major gifts are critical to building your resilience in these remarkable times…critical to preparing you for whatever is ahead – critical to fueling your big vision and giving your donors the opportunity to be significant. What if you had a specific 3-sentence recipe to ask for anything? What EXACTLY do you say? Get clear on how to write and speak an ask. And--apply this formula to ask for anything! You may rock at creating a great relationship, but the gift comes from a clear ask confidently delivered. Learn how to do it with Marcy.

ABOUT MARCY HEIM

Marcy Heim, CEO, The Artful Asker, lives to inspire generosity and transformation! A resilient, risk-taker, Marcy knows her mind and knows her stuff when it comes to building success in your fundraising... and your life!

On stages throughout North America and beyond, Marcy’s empowering messages are filled with tangible tools to set your intentions for personal and professional success. A Certified Speaking Professional, AFP Master Teacher, CFRE, and Professional Life Coach (PLCC - UW Madison) she’s received numerous awards including the prestigious CASE Crystal Apple and AFP Outstanding Fundraising Professional.  Her book, "Empowering Your Board to Serve as Effective Development Ambassadors" is a go-to resource for non-profit boards and staff alike.

For over twenty years she led her team at the University of Wisconsin-Madison through 3 successful campaigns including the $1.8 Billion Create-the-Future Campaign. For the past decade, she has empowered her clients to transform their major giving results and Ask for Anything Artfully with her 3-sentence tool. Her talks are peppered with original fundraising tunes you won’t be able to get out of your head! SHINE ON with Marcy!


What is Your Pandemic Story? with Doug Green

Lion, king of beasts, takes two steps back and gathers himself to spring. (Japanese proverb)

Stories make sense of the past and create the future.  There is the experience of challenge and then there is the story we tell about it.  Participants will leave this session with a surge of positive energy and a freshly framed story of pandemic as powerful personal crucible.

    1. How has the past year changed you?  
    2. How has it changed your relationships with your donors?  
    3. How has it shaped your view of what’s possible for you and your organization?

What story will you tell?


ABOUT DOUG GREEN

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Senior Manager
La Piana Consulting

Doug works with nonprofit leaders to help them do their good work more effectively. His consulting is informed by diverse experiences with nonprofits and organizations in times of great change. Doug thrives on challenges and enjoys partnering with clients on multifaceted projects that draw on his range of skills in communication, analysis, and group facilitation.



11:00AM - 12:00PM Self-Care Session: Bringing Your Best Self to Work and Life with Ken Saxon 

The quality of your presence is something you bring to every interaction.  Are you fully present, or only partly there?  Is your attention distracted?  Do you find you are always multitasking or thinking about other things rather than the present moment?  What does your partial attention communicate to other people, and how does it impact you?  We live in a world filled with distractions, over-stimulation and busy-ness.  In this session, we’ll explore what helps us bring our best self to work and life, and what gets in the way.  We’ll also discuss ways we can cultivate the quality of our own presence.

ABOUT KEN SAXON

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Ken Saxon founded Leading From Within in 2008 to invest in and nurture social sector leaders, who play such a critical role in the health of our communities.  He is LFW’s Board Chair and co-facilitates its Courage to Lead program.  Ken was awarded the 2012 Man of the Year Award by the Santa Barbara Foundation for his significant and positive impact on the local region.  He is an alumnus of Princeton University and Stanford’s Graduate School of Business.




12:00PM - 1:00PM Lunch Break/Networking

Check out a CFRE study room, or hang out and network as you munch your lunch.


1:00PM - 2:00PM The Future of Fundraising After COVID-19 with Lisa Greer

Lisa Greer joins us for a discussion on the future of fundraising after a year of uncertainty and change. Lisa touches on what we’ve learned from the impact Covid on the nonprofit world and what we should keep as we move forward and what is better left behind.

ABOUT LISA GREER

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Lisa Greer is a philanthropist, entrepreneur, convener, and the author of the best-selling book, "Philanthropy Revolution". Lisa is “Saving Giving” by providing a clear path to success, supported by data, statistics, and interviews. With her help and direction, the nonprofit world will see a more honest philanthropic culture that will create a larger and more loyal donor pool.