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Data Strategy Forum

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

Description

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*

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Contact Information

Direct Marketing Association of Washington (DMAW)
Name: Angelica Sullivan
Phone: (703) 689-3629
Email: angelica@dmaw.org

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Data Strategy Forum

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

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