Special event
May 14
8:30 AM - 6 PM

$300 Members
$350 Non-members

National Housing Center
1201 15th Street, NW
Washington, DC 20005
View map


Data Strategy Forum: 20/20 Fundraising – A United Vision

Fundraising in the 2020’s isn’t about picking a side between direct mail and digital. The truth is, all channels are stronger when they work together to guide the donor towards a common goal.

Data Strategy Forum 2020 will help fundraisers do exactly that with 20/20 vision.

#DSF2020 will feature 10 sessions with over 15 of the most in-demand speakers in fundraising, representing a wide range of channels and sectors (scroll down for our unbelievable line up!).

If you’re a fundraiser, Data Strategy Forum will be your best educational investment this year.

Topics covered will include:

  • Integrated Fundraising Case Studies
  • The State of Direct Mail Fundraising
  • The latest on CCPA and Other Privacy Matters
  • Donor Retention
  • Monthly Giving
  • Donor Listening
  • Content Marketing
  • Facebook
  • Livestream Fundraising
  • and so much more!

When you’re a direct mail pro or a digital all-star, you’ll leave Data Strategy Forum 2020 a more complete fundraiser ready to compete in the decade ahead.

Early Bird Members: $250
Early Bird Non-members: $300
Members: $300
Non-Members: $350
Nonprofit members: $225
Nonprofit non-members: $250

Early bird rate ends February 29

Sponsorship opportunities are available, please contact Ann Walsh for details at or 703.689.3629


May 14 (National Housing Center)

8:30AM – 9:30AM (Lobby)

Breakfast, Registration, and Networking

9:30AM – 9:45AM (General Session)

Opening announcements and remarks

9:45AM – 10:30AM (General Session)

Integrated Fundraising Panel

Speaker: Bethany Maki, Program Director, Progressive Multiplier Fund

Panel Participants TBD

10:30AM – 11:15AM (General Session)

Privacy Update: What Fundraisers Need To Know

Speaker: Mark Micali, Federal Government Affairs Consultant, The Nonprofit Alliance

11:15AM – 11:30AM (Lobby)

Networking and Refreshment Break

11:30AM – 12:15PM (Retention Breakouts)

Why Donors Give (and Stop Giving) 

Speaker: Barbara O’Reilly, Founder and Principle, Windmill Consulting

Monthly Giving

Speaker: Erica Wassdorp, President, A Direct Solution

12:15PM – 1:00PM (Lobby)

Lunch & Lunch and Learn Participants Arrive

1:00PM – 1:45PM (General Session)

DMAW Lunch and Learn

Speaker: Carol Rhine, Principle Fundraising Analyst, Target Analytics, Blackbaud

1:45PM – 2:00PM

Networking and Refreshment Break

2:00PM – 2:30PM (General Session)

Donor Listening: How to Give Donors What They Want

Speaker: Kevin Schulman, Partner and Foundation, Donor Voice

2:30PM – 3:00PM (General Session)

Responsive Fundraising: Creating Personal Relationships With Donors at Scale

Speaker: Gabe Cooper, CEO, Virtuous

3:10PM – 3:40PM (Emerging Trend Breakouts)

Maximize FOMO & Engagement With Your Content Marketing

Speaker: Taylor Shanklin, Vice President Marketing, The Pursuant Group

The Power of Facebook Fundraisers

Speaker: Jeremy Berman, Founder, Good United

3:50PM – 5:00PM (General Session)

The State of Direct Mail Fundraising: A DSF All-Star Panel

Speaker: Tim Kersten, CEO, RKD Group

Speaker: Gretchen Littlefield, CEO, Moore DM Group

Speaker: Tony Danzy, Vice President, Client Success, Charity Engine

Speaker: James Newberry, Partner, Mac Lean & Newberry Direct

Speaker: Amy Sukol, Principal, Lautman Maska Neill & Company

5:00PM – 6:00PM (Lobby)

Data Strategy Forum Happy Hour

Hotel: Homewood Suites by Hilton« Washington, D.C., 1475 Massachusetts Avenue NW

Washington, D.C. 20005     (Directly Across the street from the National Housing Center/Natl Assn Home Builders, where the Data Strategy event is taking place)

Hotel Phone/ Main: 202-265-8000

Booking Link: LINK – Host Hotel for DMAW Data Strategy

Group Name: DMAW-Data Strategy

Special DMAW Rate: $309.00 per night plus applicable taxes

Rates good starting Arrival Date: 13-May-2020

Rates good ending Departure Date: 15-May-2020

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James Newberry, Partner, Mac Lean & Newberry Direct

James Newberry is a partner in Mac Lean & Newberry Direct, a direct mail fundraising agency whose mission is to leverage the power of direct mail and email to support veterans, and preserve America’s historic sites and museums.

Past and present clients of the partners include Ellis Island, Gettysburg, the American Civil War Museum, Mount Vernon, Valley Forge, and four presidential libraries.

Mr. Newberry has received multiple awards from Fund Raising Success (now Non-Profit Pro) Magazine, including the 2008 Direct Mail Package of the Year Award, for a package signed by Tuskegee Airman Col. Charles McGee.

He’s also won several Pollies from the American Association of Political Consultants for his campaign direct mail, and at least a half dozen Maxis, including a Platinum “Big Idea” Award in 2011 for a package that featured a foldout
poste of “Shirley Slade, a World War II pilot.

A 1986 graduate of the University of Texas, he worked on the Legislative Staff of Senator Phil Gramm, before managing and serving as Finance Director for several congressional campaigns.

In 1994, he produced a TV ad that was featured in the Washington Post, NPR, and C-SPAN that some believe led to the defeat of Speaker of the House Tom Foley.

In addition to his work at Mac Lean & Newberry Direct, Mr. Newberry currently freelances for the American Battlefield Trust, The Heritage Foundation, and the National Museum of the U.S. Army.


Erica Waasdorp, President, A Direct Solution

Erica Waasdorp is President of A Direct Solution, located on Cape Cod, Massachusetts. Erica lives and breathes direct response and fundraising and can be considered a Philanthropyholic.

She works with non-profit clients all over the country as well as internationally, helping them with their appeals and monthly giving. She is also the former US Ambassador for the International Fundraising Congress (IFC),

Erica Waasdorp published one of the very few books on monthly giving, called Monthly Giving. The Sleeping Giant. She created the Monthly Donor Road Map and several e-books to include the Top 7 Questions about Monthly Giving and the Monthly Donor Retention Play-Book. She also co-authored the DonorPerfect Monthly Giving Starter and Marketing Kits.

Erica regularly blogs and presents in person and via webinars on appeals, direct mail and monthly giving.

Erica is a Master Trainer for the Association of Fundraising Professionals (AFP) and she is currently working on her next book On the Road to Monthly Donor Success in One Hour or Less!


Taylor Shanklin, Vice President Marketing, The Pursuant Group

Taylor Shanklin is a speaker, podcast host, and marketing innovator in the nonprofit sector. With 13 years’ experience in nonprofit marketing, branding, fundraising, and technology, Taylor is the Vice President of Marketing at Pursuant, a fundraising agency that helps organizations raise more money through data-driven strategies.

Her areas of expertise are: the nonprofit landscape, digital marketing for nonprofits, branding, capturing and empowering one's authentic voice, and helping nonprofit organizations realize their full potential through donor engagement and donor experiences that delight and surprise.

Taylor gained experience in both client services and marketing at leading nonprofit technology companies such as Convio and Blackbaud. She has served 100+ organizations on both national and local levels, such as National MS, Alzheimer’s Association, Cystic Fibrosis Foundation, National Hemophilia Foundation, ALS Association and Susan G. Komen.


Barbara O’Reilly, Founder and Principle, Windmill Hill Consulting

Barbara O’Reilly, Principal and Founder of Windmill Hill Consulting, has more than twenty-five years of annual fund, major gifts, and campaign fundraising experience at major non-profit organizations including Harvard University, the National Trust for Historic Preservation, Oxford University in England, and the American Red Cross.

Whether it was leading record-setting reunion classes, securing tens of millions of dollars from global corporations following some of the most devastating natural disasters around the world, or overseeing a team that grew donor engagement of major individual donors committed to historic preservation, Barbara understands that fundraising is much more than just raising money. It’s about enabling donors to realize their philanthropic dreams for issues that are most important to them and to be part of the change they want to see in the world.

She serves as president of the Association of Fundraising Professionals (AFP) Washington DC Metro Chapter and as a former member of the Advisory Panel for Rogare, The Fundraising Think Tank in the U.K. She is a frequent guest presenter at national conferences in the U.S. and on various webinars hosted by Network for Good, DonorSearch, Bloomerang, Firespring, OneCause, Boardable, UST, and Qgiv. She earned her CFRE accreditation in 2015 and became an AFP Master Trainer in 2018.


Amy Sukol, Principal, Lautman Maska Neill & Company

Amy Sukol takes pride in safeguarding and stewarding the personal connection between non-profit organizations and their donors. In her role as Principal at Lautman Maska Neill & Company, Amy accomplishes this by utilizing her more than two decades of experience in all areas of the direct response fundraising process.

Ms. Sukol is a certified fundraising executive who currently oversees the direct mail programs for a number of organizations, including Chesapeake Bay Foundation, TelecomPioneers, DOROT, Reading is Fundamental, Museum of Jewish Heritage and JBI International.

Ms. Sukol has worked with a wide variety of organizations over the course of her career including Accion, Recording for the Blind and Dyslexic, Zero to Three, the Free Library of Philadelphia, American Society for the Prevention of Cruelty to Animals (ASPCA), the American Committee for the Weizmann Institute of Science, United States Holocaust Memorial Museum, Gay Men’s Health Crisis, AVSC, National Museum of the American Indian, Children’s Hospital of Philadelphia, and National Museum of Women in the Arts.

Ms. Sukol is also an active participant in the non-profit community as a volunteer. She has worked for a number of local organizations using her fundraising and writing expertise. She is also a frequent speaker at industry conferences and is a member of the Direct Marketing Association of Washington.

She is a Phi Beta Kappa graduate of Penn State University, where she earned a degree in History.


Gabe Cooper, CEO, Virtuous Software

Gabe Cooper is the Founder and CEO of Virtuous, a software platform helping nonprofits grow giving. He is also the founder of Brushfire Interactive and co-founder of Shotzoom, makers of GolfShot. Gabe has a true passion for creating market-defining software and helping charities reimagine generosity. After serving in a leadership role at a large nonprofit in the early 2000's, Gabe went on to help build a series of successful products in the nonprofit and for-profit sectors. His team's work has been featured by Apple, the NY Times, CNN, Mashable, Forbes, USA Today, and Wired Magazine. Gabe, his wife Farrah, and their five kids live in Gilbert, AZ.


Kevin Schulman, Founder and Managing Partner, DonorVoice

Kevin Schulman is an academically trained social scientist with years of experience in the commercial and non-profit sector.

He is the founder and Managing Partner of DonorVoice, a retention and donor experience company serving non-profits in the US, Canada, Europe, UK and Australia. Kevin has developed the Commitment Model to measure and manage the donor relationship. His insights serve as the foundation for the number one, best-selling fundraising book, “Retention Fundraising, The New Art and Science of Keeping Your Donors for Life.”

He is also the Founder of DVCanvass, a F2F canvassing company that provides acquisition and retention services based on the social science of why people give.

And, he is the Managing and Contributing Editor for The Agitator/DonorVoice, an internationally read blog with over 7,000 subscribers.


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