National Housing Center
1201 15th Street, NW
Washington, DC 20005
Data Strategy Forum
In today’s modern marketing landscape, it’s not enough to simply market to multiple-channels. Marketing channels must leverage and support each other in order to produce maximum returns.
The mission of the 2019 Data Strategy Forum is simple, to help you integrate and coordinate your marketing channels and break them out of their silos.
This year’s program will feature more speakers, more topics, with a fast-moving fun format emphasizing actionable discussion and case studies which you can put to work right away!
Dollar for dollar, this will be the most productive data and acquisition show you attend all year.
Here’s a partial list of topics which will be covered at Data Strategy Forum 2019:
- Multi-Channel Fundraising
- Keys to Creating a High Impact Social Media Campaign
- Google Grants
- How Direct Mail is Innovating and Thriving in the Digital Age
- P2P Fundraising
- GDPR / Industry Advocacy
- Data Deep Dives
- And much, much more featuring some of the industry’s most dynamic speakers and deep thinkers
Nonprofit members: $225
Nonprofit non-members: $250
Sponsorship opportunities are available, please contact Ann Walsh for details at email@example.com or 703.689.3629
Right across the street from the National Housing Center is:
Homewood Suites by Hilton Washington DC
1475 Massachusetts Ave. NW
Washington, DC 20005
Phone for Reservations – Sales Office (Katherine Hunt-Ridley) Call: (202) 580-7349 – DMAW Data Strategy Forum” Group Room Block
Link For Reservations: Homewood Suites Reservation Link
Group Rate: $259/night – Includes Breakfast
About a 5 minute walk from the National Housing Center are these hotels:
Washington Plaza Hotel
10 Thomas Circle
Washington DC 20005
Phone for Reservations: (800) 424-1140 – DMAW Data Strategy Forum” Group Room Block
Hotel Phone Direct: (202) 842-1300
Link for Reservations: Washington Plaza Hotel Reservation Link
Group Rate: $259/night
The Westin, D.C. City Center
1400 M Street, NW
Washington, DC 20005
Phone for Reservations: (888) 627-9035 – DMAW Data Strategy Forum” Group Room Block
Hotel Phone Direct: (202) 429-1700
Link for Reservations: The Westin, D.C. City Center Hotel Reservation Link
9:00 – 9:45 AM
Registration and breakfast
Sponsored by: NextMark
9:45 – 10:00 AM
Opening remarks and announcements
10:00 -10:50 AM
Opening General Session – The Donor’s Multi-Channel Journey – Looking at the Donor Wholistically
Speaker: Liz Kincheloe, Major Market Account Executive, EveryAction
Megan Buchheit, Digital Account Executive, Lautman Maska, Neill & Company
Sponsored By: Path2Response
11:00 – 11:30 AM
Breakout Session #1A – Non-Profit Multi-Channel Case Studies
Speaker: Kevin Peters, Senior Vice President of Data & Strategy, NextAfter
Breakout Session #1B – The Analytic Clinic: How to Use Data To Cure Your Fundraising Pains
Speaker: Caity Craver, CEO, DonorTrends
Sponsored by: DonorBureau
11:40 – 12:10 PM
Breakout Session #2A – More Than Branding: Building a Social Media Campaign That Gets Results
Speaker: Tommy Swanson, CEO, Stripes Social Media Agency
Breakout Session #2B – Using Multiple Channels To Protect Our Parks
Speaker: John Wilburn, Director, Direct Response, National Park Foundation
12:20 – 1:00 PM
Sponsored by: Omega List
1:00 – 1:30 PM
Keynote – Post GDPR: How the Industry is Advocating For Itself
Speaker: Mark Micali, Federal Government Affairs Consultant, The Nonprofit Alliance
1:40 – 2:40 PM
Breakout Session #3A – Direct Mail Innovations: How Direct Mail is Competing and Thriving In a Multi-Channel World
Speaker: Kate Carr, Vice President, Silver Marketing
Craig DePole, President, Newport One
Ben Harris, President, Production Solutions
Cathy Grams, Senior Vice President, ABD Direct
Sponsored by: LiftEngine
Breakout Session #3B – Peer-to-Peer and Face-to-Face
Speaker: Amy Morrison, Senior Customer Success Manager, Blackbaud
Jill Miller, Associate Director, The Nature Conservancy
2:50 – 3:20 PM
Breakout Session #4A – Improving Higher Education With Direct Marketing Principles
Speaker: James Rossi, Associate Vice President, University of Maryland College
2:50 – 3:20 PM
Networking & Refreshment Break
Sponsored by: Infogroup
3:30 – 4:00 PM
Breakout Session #5A – Building a Data Strategy & Why You Need One
Speaker: Justin McCord, Vice President, Digital & Marketing Strategy, RKD Group
Cathy Folkes, Acting Chief Data Officer, RKD Group
Breakout Session #5B – Converting Event Attendees Into Donors
Speaker: Jeremy Reis, Senior Director of Marketing, Food For The Hungry
4:10 – 5:00 PM
Closing General Session
Speaker: Molly Barker, Former Director of Marketing, Hillary for America
Senior Director of Accounts, Avalon Consulting Group
Tiffany Delgado, Former Director of Analytics and Strategy, Cruz for President
Political Strategy Director, The Lukens Company
Moderator: Heather Philpot, Senior Vice President, Business Development, Infogroup
Sponsored by: Path2Response
5:00 – 6:00 PM
Sponsored by: Sunrise Data Services
The 2019 Data Strategy Forum program is available for CFRE Continuing Education Points! A breakdown of the applicable sessions is below.
Keynote: The Donor’s Multi-Channel Journey APPROVED 1 PT
Keynote: Post GDPR: How the Industry is Advocating for Itself APPROVED 1 PT
Breakout Session #3 Direct Mail Innovations APPROVED 1 PT
Breakout Session #3 Peer-to-Peer & Face-to-Face APPROVED 1 PT
Closing Keynote: Molly Barker APPROVED 1 PT
Amy Morrison, Customer Success Manager, Sr. Advisory, Blackbaud
Amy Morrison is a Blackbaud Customer Success Manager, Sr Advisory since joining in May 2016. She really enjoys helping clients maximize their programs across Blackbaud deliverables! For the past 16 years, her career has been defined by service within the non-profit industry. Most recently she came from ChildFund International, a child sponsorship focused non-profit, where she oversaw all things digital, from sponsorship acquisition to SMS stewardship. Prior to ChildFund International, she partnered with over 20 nonprofits (including OxFam America, Amnesty International, and Defenders of Wildlife) as a consultant with fundraising agency Chapman Cubine Adams & Hussey, and as an account manager with The Share Group (a telefundraising vendor). And her career originated in public broadcasting with WGBH, Boston’s PBS/NPR station, where she managed the direct mail acquisition and renewal campaigns.
Cathy Folkes, Acting Chief Data Officer, RKD Group
Cathy Folkes has worked in big data long before she, or anyone else knew it was big data. Cathy launched her first company at the age of 21, managing data for nonprofits, presidential, senate and congressional campaigns. Developing her own fundraising software, Cathy sold her software company to a small data processing firm, Merkle, Inc., now one of the country’s largest customer relationship marketing agencies.
Cathy has developed CRM, analytic and reporting environments for many organizations including AARP, the American Cancer Society, Dell, Disney, Habitat for Humanity, Nike and Susan G. Komen.
Craig DePole, President, Newport One
With more than 20 years of experience with nonprofit organizations, Craig is a fundraising and direct marketing thought leader known for developing innovative, fully-integrated, results-driven programs for many of the nonprofit industry's blue-chip brands.
James Rossi, Associate Vice President, University of Maryland College
Jim Rossi is an executive digital direct marketer with over 20-years experience currently working in the field of online education. He transformed marketing in media and online education by applying traditional direct marketing principles to modern technology through the use of data analytics and products like Marketing Cloud.
Liz Kincheloe, Major Market Account Executive, EveryAction
Liz Kincheloe, Account Executive with EveryAction, is a passionate and dedicated fundraising and marketing professional with 23 years of experience working with nonprofit organizations. Liz is able to easily create connections and provide recommendations in order to establish effective online and offline engagement through data analysis while providing strategic solutions to organizations like the Chesapeake Bay Foundation and Human Rights Watch to increase new donor acquisition and retention. Her positive outlook and solid work ethic is the foundation that drives her to be a valuable contributing partner to the hundreds of nonprofits with whom she has worked.
Megan Buchheit, Digital Account Executive, Lautman Maska Neill & Company
Megan Buchheit is a Digital Account Executive at Lautman Maska Neill & Company. At Lautman, Megan has combined her passions for nonprofits, new media, and storytelling to develop digital fundraising campaigns for nonprofit clients including the Parkinson’s Foundation, The Actors Fund, Heifer International, Marine Corps Heritage Foundation, and Pioneers: A Volunteer Network. An experienced non-profit professional, Megan is passionate about providing nonprofits with integrated direct marketing strategies that empower them to succeed.
John Wilburn, Director of Direct Response, National Park Foundation
John Wilburn is currently the Director of Direct Response for the National Park Foundation in Washington, DC. He has been lucky to work with a wide variety of nonprofits over his career, helping organizations craft direct mail campaigns, utilize smart data strategies, and integrating fundraising across channels and donor lifecycles. When not fundraising, John can be found playing frisbee with his dog, Truman, who seems to be an endless source of energy.
Kate Carr, Executive Vice President, Silver Marketing
Kate Carr, Executive Vice President of Silver Marketing, is a highly successful and dedicated marketing professional with a 30-year track record of producing award-winning creative content and campaign strategies. Kate oversees all phases of client projects, from strategy to implementation. Her adherence to excellence, as well as her willingness to go the extra mile and provide superior service, is well-recognized by clients. She has had the pleasure to work with organizations like AARP, Endocrine Society, The Washington Capitals, CareFirst BlueCross BlueShield, Smithsonian, The Washington Post, and Ringling Bros. – for whom she even named a circus act! Kate has been nationally recognized over the years, having won over 120 awards for projects reflecting her strategic, creative, and executive skills, including: Hermes, Marcom, MAXI, Healthcare Advertising, National Health Information, Service Industry Advertising, Summit International, and Communicator awards. As an active industry leader and community volunteer, she has served on both the DMAW board and the DMAW EF board for a combined 15 years. She currently serves as Secretary of the DMAW Board. She has served as the Bridge Conference Marketing Committee Co-chair and the DMAW Blog Chair. She was the 2014 recipient of the DMAW Volunteer of the Year Award and was the 2018 Hall of Leaders recipient.
Justin McCord, Vice President, Digital & Marketing Strategy
Justin is an industry leading marketer, with more than a decade of guiding commercial and nonprofit organizations. As a strategist at RKD, Justin works closely with a number of nonprofit organizations to unlock their brand potential, providing both strategic planning expertise and management of marketing solutions to help meet individualized client goals.
Justin is a frequent speaker and contributor within the nonprofit marketing industry, host of the Groupthinkers podcast and a soccer nerd.
Tommy Swanson, CEO, Stripes Agency
Tommy Swanson is the CEO of Stripes Agency, a social media agency based in Dallas and Los Angeles. Tommy is a serial entrepreneur having sold his first business in his late teens to a technology holdings company. He's worked with commercial, nonprofit, and political clients including Salesforce, Tide, Stanford Unversity, Hillsdale, Ben Shapiro, and the Ted Cruz Super PAC. He's passionate about bringing a more measurement-oriented approach to social media, and has contributed his perspective to publications including CNN, Recode, Mashable, and more.
Mark Micali, Federal Government Affairs Consultant, The Nonprofit Alliance
Mark Micali is a consultant to The Nonprofit Alliance (TNPA) supporting TNPA’s advocacy efforts on Capitol Hill.
Mark has a long career in government affairs, including serving as the Direct Marketing Association’s Vice President/Government Affairs from 1992 to 2008. During his tenure at DMA, Mark represented the Association on its full range legislative issues before Capitol Hill. Mark also created and coordinated DMA’s “Capitol Hill Days” program, which brought industry executives to Washington to lobby Members of the House and Senate important to the direct marketing industry. Earlier in his career, Mark worked for six years on Capitol Hill for the late Congressman Dan Rostenkowski of Illinois, the then Chairman of the House Ways & Means Committee.
Caity Craver, CEO, DonorTrends
Caity Craver is CEO of DonorTrends, the data analytics firm providing affordable and actionable tools to nonprofits of all sizes. A 20-year fundraising veteran who helped grow Habitat for Humanity, Heifer Project International and other household names in American charity, Caity heads a team of top fundraisers, statisticians and actuaries dedicated to de-mystifying analytics by providing proven tools that improve fundraising revenue and retention. She’s proud to work alongside some of the most respected agencies and brands in the industry.
Tiffany Delgado, Political Strategy Director, The Lukens Company
Tiffany is an experienced fundraiser and organizational builder. Tiffany led a team during the 2016 election cycle that collectively raised more than $200 million for a host of Republicans, expanded membership for the Barnes Foundation in Philadelphia, PA from 350 members to 25,000 active members, and raised 8.5 million to open the 9/11 Memorial and Museum in New York City. In a vertical where it isn’t easy to secure a seat at the table, Delgado has earned a reputation for executing some of the most successful direct response programs in the world earning her numerous awards, including the Rising Star Award from Campaigns and Elections in 2018.
Jeremy Reis, Sr. Director of Marketing, Food for the Hungry
Jeremy Reis is the Sr. Director of Marketing for Food for the Hungry, a relief and development organization working in over 20 countries. At Food for the Hungry, he manages the team responsible for marketing, sports partners, child sponsorship communications, direct mail and digital fundraising. Jeremy is on the Advisory Council for Christian Leadership Alliance where he serves as a member of the strategy leadership.
Jeremy’s worked in a variety of corporate, consulting, and nonprofit roles. He started his career on the tech side and after finishing his MBA at The Ohio State University, jumped over to marketing with nonprofits. He understands and speaks fluent geek, while being able to translate real business needs into actionable plans. Jeremy blogs at NonprofitDonor.com and is the host of the Nonprofit Answers podcast.
Jeremy is the author of Raise More Money with Email and the upcoming book Magnetic Nonprofit.
Jeremy lives near Franklin, Tennessee with his wife Jennica and seven children.
Molly Barker, Senior Account Director, Avalon Consulting Group and Former Director of Marketing, Hillary for America
Molly Barker, a consummate professional deeply experienced in all facets of nonprofit fundraising and marketing, joined Avalon as an Account Director following her hugely successful tenure as Director of Marketing for Hillary for America. Molly and her team raised $90 million for Hillary for America through direct mail and telemarketing, growing the donor list to more than one 1 million in the process. She placed a premium on fully engaging donors at all levels and developed a net-profitable acquisition program.
Prior to her work on the Clinton campaign, Molly was Deputy Director of Marketing at the Democratic National Committee, as well as a number of other fundraising positions from 2008 to 2015, and on Capitol Hill. Molly began her career in fundraising at a telemarketing call center, training and supervising 120 employees, creating quality-control standards, and streamlining procedures.
A highly skilled direct marketer and fundraiser, Molly has hit the ground running at Avalon. Her ability to design and implement successful fundraising campaigns, coupled with her extensive experience working under impossible deadlines and high pressure, bring an extra level of creativity and quality control to the client programs she manages.
Out of the office, Molly likes to spend time with family and friends—enjoying good conversation and good food. She also appreciates movies, finding a new TV show to watch, and reading.
Cathy Grams, Sr. Vice President, ABD Direct
A fundraising professional with nearly 25 years of experience, Cathy is a Partner and Senior Vice President at ABD Direct. With deep experience in both direct response and major gifts, Cathy develops fundraising strategies that address the full life-cycle of a donor, moving donors from transactional to transformational, and from donor to investor. Specializing in building higher-value donor relationships through growing and implementing mid-level and sustainer giving programs, she designs and implements strategies which move donors appropriately and seamlessly from acquisition to higher levels of giving. Over the course of her career, Cathy has worked with or for some of the nation’s best non-profit, advocacy and progressive political organizations including The Wilderness Society, WNET/Channel Thirteen, Democratic Congressional Campaign Committee, Amnesty International USA, and the Center for Reproductive Rights, AAUW, and Appalachian Trail Conservancy. A graduate of Marymount University, Cathy resides in Annapolis, MD with her husband Jaime, three cats and one very badly behaved dog, Mean Joe Greene.
Kevin Peters, Chief Technology Officer, NextAfter
Kevin Peters, as the Chief Technology Officer at NextAfter, serves as the primary strategist for many different nonprofit organizations helping them to raise more money and acquire more donors. Using his background in data science and digital marketing, Kevin works with NextAfter clients to create long-term fundraising strategies based upon historical data trends and through the continuous optimization that comes from rigorous testing.
He is also responsible for spearheading the efforts to improve NextAfter's data and technology capabilities. This involves everything from the creation of custom software that makes A/B testing easier and more efficient (winstonknows.com) to implementing advanced data modeling across multiple channels. The goal is to allow nonprofits to use recent advancements in marketing to raise more money.
Ben Harris, President, Production Solutions
As the President of PS, Ben empowers the company’s team members by providing leadership in the execution of overall company strategy and business development. Since joining the PS team in 1998, Ben has established an incredible reputation of high character, excellence, and continuous improvement. He emphasizes the importance of fostering a culture of engagement and collaboration to provide customized solutions for each client. Ultimately, Ben is responsible for ensuring all clients and agency partners receive a best-in-class service experience with every interaction.
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