Special event
May 02
9AM - 5PM

$250 Members
$285 Non-members

The City Club of Washington, DC
555 13th Street, NW
Washington, DC 20004
View map


SOLD OUT: Data Strategy Forum (Join us for the live stream!)

This event has SOLD OUT! But don’t dismay, if you weren’t able to register you can join us on our Facebook page to view the live streaming of the following sessions:

  • 10:00-11:00 AM — Keynote Address: Think Like a Fan: Invest in Your Fans So They Invest in You
    Lee Elias, Author, Entrepreneur, Marketer, Sport Coach and Adjunct Professor Drexel University
  • 11:00-12:00 PM — Learn from the Experts: Non-Profit Agencies that Specialize in Digital Marketing
    What are nonprofits using as digital solutions? What is working? In the age of Multi/Omni-Channel campaigns, where is digital marketing headed? Learn from the agencies that answer these questions every day
  • 2:00-3:00 PM — Growing Your Program with Advanced Attribution and Reporting
    Have your direct mail campaigns lead to online donations? Can you reasonably assess where your multi-channel budget has impacted response and ROI? What reporting clarifies these facts? See how leading agencies and analytics address these crucial challenges.
  • 3:30 – 4:30 PM — Turning Web Traffic into Direct Mail Conversions
    Instead of working to identify prospects for your campaigns…are they already knocking on your door? Can you convert your web traffic into a stream of meaningful acquisition data? Can web traffic be used for other purposes as well? Leading technology companies share how they extract performance from this very valuable data!


Learn the strategies you need to succeed in this multi-channel world! If you work with nonprofits, B2B, B2C, associations or political campaigns, you no longer can afford to have a narrow viewpoint. You have to look at the entire picture – get the 360° view! #DataStrategyForum

Attend DMAW’s 2018 Annual Data Strategy Forum to open your eyes to:

  • Digital solutions in an omni-channel campaign
  • The value of Google Grants
  • Discover how Facebook and other social listening strategies can work for you
  • Master Match-back Reporting & Attribution
  • And more!

DMAW’s Data Strategy Forum will give you the 360° view – the data resources – you need to ensure successful campaigns!

Nonprofit Member rate – $185
Nonprofit Non-Member rate – $195

Hotel – Please note, a limited number of hotel rooms are being offered at discounted rates at the Grand Hyatt Washington for DMAW Data Strategy Forum attendees. To view options, pricing and availability, please click here.

Sponsorship opportunities available.
Call 703-689-DMAW (3629)


9:00-9:45 AM — Registration and Breakfast/Networking –Washington Foyer

9:45-10:00 AM — Welcome Remarks — Washington Room

10:00-11:00 AM — Keynote Address: Think Like a Fan: Invest in Your Fans So They Invest in You — Washington Room
Lee Elias, Author, Entrepreneur, Marketer, Sport Coach and Adjunct Professor Drexel University

11:00-12:00 PM — Concurrent Breakout Sessions I

Breakout Session 1A — Jefferson Room
Learn from the Experts: Non-Profit Agencies that Specialize in Digital Marketing
What are nonprofits using as digital solutions? What is working? In the age of Multi/Omni-Channel campaigns, where is digital marketing headed? Learn from the agencies that answer these questions every day!


  • Justin McCord, Vice President, Digital & Marketing Strategy, RKD
  • Eric Overman, VP Digital Strategy, Mal Warwick DonorDigital
  • Pete Carter, Principal & Senior Vice President, Chapman Cubine and Hussey

Breakout Session 1B — Presidential Dining Room
Using Data, Analytics, and AI to Define the Customer Journey
How do you serve the right messages to the right person at the right time? What data, tools, and new developments are improving campaign results and building effective customer relationships The future is here…and this is it!


  • Adam Martel, CEO & Co-Founder, Gravyty
  • Andrew Dorn, Director of Business Development, RedPoint Global Inc.
  • Chandler McCann, Customer Facing Data Scientist, DataRobot


  • Vicki Ann Frawley, Senior Consultant, Barker & Scott Consulting

12:00-1:30 PM — Lunch & Keynote Speaker — Washington Room

GDPR and Data Protection: What you need to know now!

  • Deney Lam, Director of Decision Science, Veradata
  • Jon Dartley, Attorney at Law – Of Counsel, Perlman & Perlman

1:30-2:00 PM — Networking Break — Foyer

2:00-3:00 PM — Concurrent Breakout Sessions II

Breakout Session 2A — Jefferson Room
Facebook Fundraising/Social Listening Strategies
Facebook has 2 billion active monthly users and the Internet generates a veritable tsunami of social activity. You want to harness social insight to create responsive campaigns. Here are the experts that will teach you how!


  • Tim Kachuriak, Chief Innovation Officer, NextAfter
  • Lisa Fera, Management Consultant, Allant Group
  • Steve Maughan, Senior Director of Planned Gifts and Estates, The Humane Society of the United States
  • Rachel Simon, Director of Vertical Marketing for Nonprofits, Blackbaud


  • Andrew Dorn, Director of Business Development, RedPoint Global Inc.

Breakout Session 2B — Presidential Dining Room
Growing Your Program with Advanced Attribution and Reporting
Have your direct mail campaigns lead to online donations? Can you reasonably assess where your multi-channel budget has impacted response and ROI? What reporting clarifies these facts? See how leading agencies and analytics address these crucial challenges.


  • TJ Hillinger, Vice President, Avalon Consulting
  • Ashley Hansen, Vice President of Growth, Frakture
  • Philip Schmitz, Chief Operating Officer, Charity Engine
  • Spencer Judge, Media Planner, True North


  • Tom Robertson, Owner, C&P Lists

3:00-3:30 PM — Networking Break — Foyer

3:30 – 4:30 PM — Concurrent Breakout Sessions III

Breakout Session 3A — Jefferson Room
Renting Lists in the Age of Modeled Data
Direct Response list owners and managers, facing database competition, are challenged to generate new rental opportunities and revenue. What can be done to reverse declining usage and accelerate the value of “traditional” lists? Here are the experts leading the revival!


  • Lenny Medico, Senior Vice President, Lake Group Media
  • Denise Hubbard, Vice President, Names in the News
  • Matt Hafer, Founder, DonorBureau
  • Olivia Smith, Vice President, Wiland


  • Kristen Shank Finn, Senior Account Director, Avalon Consulting Group

Breakout Session 3B — Presidential Dining Room
Turning Web Traffic into Direct Mail Conversions
Instead of working to identify prospects for your campaigns…are they already knocking on your door? Can you convert your web traffic into a stream of meaningful acquisition data? Can web traffic be used for other purposes as well? Leading technology companies share how they extract performance from this very valuable data!


  • Allen Abbot, Chief Operating Officer, Navistone
  • Adam Solomon, Chief Product Officer, PebblePost
  • Mary Getz, Vice President, Jackson River


  • Sherene Kelly, SVP Sales & Marketing, DonorBase

4:30 – 5:00 PMTown Hall

5:00 PMDMAW Happy Hour/Networking Reception

(Agenda subject to change.)

Sponsorship opportunities are still available but are limited, to view click here


The 2018 Data Strategy Forum is available for CFRE Continuing Education Points! Full participation in 2018 Data Strategy Forum: 360 Degree Approach to Your Data Strategy is applicable for 5.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Participation in the 2018 Data Strategy Forum: 360 Degree Approach to Your Data Strategy may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. CFRE International does not sponsor or endorse any educational programs and the 2018 Data Strategy Forum: 360 Degree Approach to Your Data Strategy was not developed in conjunction with CFRE International.


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Lee Elias, Author, Think Like A Fan

Entrepreneur, Sports Coach, and Adjunct Professor, Drexel University.

Lee Elias’s credentials are rooted in sports, marketing, and management which has allowed him to build a unique skill set through his professional experience. He is the founder of Game Seven Group, an organization that works with leaders to help them unlock excellence, reach their potential, and ultimately win using the spirit and culture of a professional sports organization. Starting in 2010, he worked for LocalEdge, a Division of Hearst Media Services. With the company, he helped small-to-medium-sized businesses create digital plans focusing on search engine optimization, search engine marketing, social media marketing, and mobile marketing, among other solutions. Lee was also responsible for development of new consultants and assisting with product development, marketing, product expertise, and public speaking.

Lee is the award-winning author of WIN: What Every Team Needs to Know to Create a Championship Culture (released in 2017) and Think Like a Fan: Invest in Your Fans So They Invest in You (released in 2015).


Andrew Dorn, Director Alliances, RedPoint Global Inc.

Andrew Dorn has over 30 years of business development expertise in marketing services, SaaS and information technology with specific focus in partnership and alliance development. Andrew is an Alliances Leader with RedPoint Global Inc, a Boston-based leader in Customer Engagement Hub, Data Management and Real-Time Interaction technology. Andrew is focused on enterprise partnerships to drive adoption and growth in use of the RedPoint platform. Prior to joining RedPoint, Andrew worked with industry leaders including Teradata, Acxiom, Cambridge Technology Partners and Arthur Anderson.
Andrew lives in the Chicago area with his wife and 3 girls. He is a graduate of University of Illinois where he majored in finance. Andrew enjoys the outdoors and is an avid golfer, skier, and runner, and Certified Meteorologist!


Eric Overman, Vice President, MWD Agency

Eric Overman, Vice President at MWD Agency, has 20 years of extensive experience in direct response, working with dozens of nonprofit organizations, raising millions of dollars. At Mal Warwick, Eric helps craft the best suite of digital and integrated strategies to meet client needs. He began his nonprofit career as Director of Online and Interactive for Operation Smile, received his Bachelor of Arts from the University of Virginia, and holds an MBA from the College of William & Mary, Mason School of Business. He has spoken at several industry events, including AFP, AMA, DMA and NTEN. Eric was also honored as the American Marketing Association’s 2009 Nonprofit Marketer of the Year.


Rachel Simon, Director of Vertical Marketing, Blackbaud

Rachel loves helping nonprofits leverage technology to create transformative moments for their missions - especially through innovative marketing and digital engagement.

She is a dynamic and engaging technology marketing leader with a decade of experience in the social good technology space. Rachel brings collaboration, passion, humor, and drive to all that she does, using her background as a top sales performer paired with experience working with clients and behind the scenes to solve problems creatively, build bridges within and across teams, and add value for clients, partners, and internal stakeholders alike.


Deney Lam, Director of Decision Science, VeraData

Deney Lam has over 15 years of experience in marketing analytics, creating and implementing analytic solutions for clients across the financial services, telecom, retail, non-profit, insurance and wealth management industries.

He has lead marketing analytics engagements and has extensive experience with managing database marketing programs, delivering actionable customer insights and driving strategic decisions through analytics to maximize ROI for his clients. He has helped to inform and drive marketing decisions for clients with annual marketing budgets as high as $1B, and his portfolio of clients have included GEICO, 21st Century Insurance (Farmers), Capital One, Susan G. Komen, Feeding America, and Providian Financial (JP Morgan Chase).

Deney is currently the Director of Decision Science at VeraData, where he is responsible for developing, implementing, and optimizing client's marketing programs through big data technologies and machine learning-based analytics. Prior to joining VeraData, Deney held positions as a Marketing Analytics Lead for PwC, Director of Analytics at Merkle, as well as positions at Capital One Financial & American Express. Deney earned his Master of Professional Studies in Applied Statistics and a Bachelor of Science in Statistics from Cornell University.


Kristen Shank Finn, Senior Account Director, Avalon Consulting Group

Kristen joined the Avalon team in 2005, making the transition from “client” to “consultant” with ease. Her array of work on the client side gives her a unique perspective on the challenges that non-profit organizations experience, allowing her to develop her expertise in both benefits- and mission-based offers, and applying these successfully to her client accounts at Avalon.
Prior to joining Avalon, Kristen was deputy manager for the direct marketing and telemarketing fundraising program at Public Citizen. She also managed the organization’s membership premium products and served on the research committee to develop online product marketing strategies. Kristen’s previous experience also includes managing programs for the Detroit Historical Society and Museums and public relations for the Michigan Opera Theatre.

While at Avalon, Kristen has skillfully managed the fundraising programs for a range of cultural and performing arts organizations, including the John F. Kennedy Center for the Performing Arts, National Air and Space Museum, Wolf Trap Foundation for the Performing Arts, and the Monterey Bay Aquarium. Kristen delivers comprehensive account management stills to her clients’ programs, which includes experience developing creative concepts and strategies that produce results. Kristen’s creative management contributed to the 2008 James Smithson Society Maxi award for non-profit fundraising.
She currently serves on the Board of Directors for the Direct Marketing Fundraising Association in New York as the Membership and Marketing Director.


Lisa Fera, Management Consultant, Allant Group

As a Management Consultant for the Allant Group, Lisa focusses on the design and configuration of Social Media platforms for enterprise clients in a multitude of industries. As a Sprinklr specialist, Lisa empowers companies to be able to create, manage and analyze customer experiences in 26+ social media channels. Through Social Listening Lisa is able to convert verbal and visual social chatter into deep, contextual insights that influence strategy and drive performance.

Prior to diving into Social Media, Lisa consulted within the Enterprise Marketing Management arena having focused on IBM Watson Customer Engagement and Campaign Automation software for the Allant Group. Lisa currently resides in Toronto and has somewhat stifled her travel bug having lived/worked for multinational companies on 4 continents.


Tim Kachuriak, Chief Innovation Officer, NextAfter

Tim Kachuriak is the founder and Chief Innovation and Optimization Officer for NextAfter, a fundraising research lab and consulting firm that works with businesses, nonprofits and NGOs to help them grow their resource capacity.

A nonprofit thought leader, Kachuriak is the lead researcher and co-author of the Online Fundraising Scorecard, Why Should I Give to You? (The Nonprofit Value Proposition Index Study), and The Midlevel Donor Crisis. Kachuriak has trained organizations around the world as far away as Bangalore, India and Oslo, Norway and is a frequent speaker at national nonprofit conferences.

Kachuriak is also the co-founder and Vice Chairman of the Human Coalition, a member of the board of directors for Open Doors USA and the Halcyon Movement, an Advisory Board Member for the SMU Digital Accelerator, Advisory Board Member for Kids Prosper Kids, and is on the MECLABS Advisory Board for Optimization.


Jon Dartley, Attorney At Law – Of Counsel, Perlman & Perlman

Jon Dartley founded and operated Involve, Inc., the web-application development and design firm that pioneered online peer-to-peer fundraising, list building and advocacy campaigns for nonprofits.
Involve was acquired by Kintera, Inc., a leading Cloud software provider to nonprofits. When Blackbaud acquired Kintera, Jon was named Senior Deputy General Counsel and Information Governance Chair. In addition, Jon has more than fifteen years of experience representing organizations in a wide variety of business matters and legal transactions. He has extensive knowledge in matters relating to privacy and big data, technology, outsourcing, software, intellectual property/licensing, internet-related transactions, general corporate matters and venture-related funding.

Jon’s legal services and counsel include drafting and negotiating a wide-variety of technology, software and cloud-base related agreements, privacy and cyber-security, international compliance issues, including GDPR, website privacy, regulatory compliance, and terms of use policies, consulting / outsourcing agreements, vendor and hardware procurement agreements, content and software licenses, website/hosting agreements


Allen Abbot, Chief Operating Officer, NaviStone

Allen Abbott is Chief Operating Officer at NaviStone®, the industry leader in using site visitor behavioral data to drive personalized direct mail programs. He has been involved in the direct/digital marketing space for over 30 years, driving impressive sales growth for three brands – Paul Fredrick, Day-Timers and Exposures. Since 2012, Allen has served as a consultant and advisor to numerous companies, first through his own marketing consulting business, and then as the consulting practice leader at CohereOne. Now, as COO of NaviStone, Allen is excited to be a part of the first breakthrough innovation in direct mail in 25 years.


Mary Getz, Vice President of Account Strategy, Jackson River

Mary Getz, VP of Account Strategy at Jackson River, has been the strategic and creative lead of digital campaigns for a diverse range of charitable, political and religious institutions for more than 15 years. Her background in integrated marketing and multichannel campaigns paired with strong technical skills enables Mary to help nonprofits bridge the gap between strategy and implementation. She brings creativity and discipline to all aspects of her work, driving campaigns to measurable new heights.


Vicki Ann Frawley, Senior Consultant, Barker & Scott Consulting

Vicki Ann Frawley is a Senior Consultant with Barker & Scott Consulting ( . Vicki is a proven leader who leverages more than 20 years of experience working with non-profits in order to help organizations drive bottom line results. Vicki brings her clients a holistic approach to successfully drive projects through to closure – always mindful of both change management and people development. She is also a dedicated development coach focused on fostering an environment for transformative change in her clients. Prior to her work with Barker and Scott, Vicki held a variety of senior leadership positions at Blackbaud, Inc. Outside of work, Vicki is an active volunteer in her community and local school system.


Sherene Kelly, Senior Vice President of Sales and Marketing, DonorBase

Sherene Kelly “fell into the fundraising business” after working successfully with for-profits for many years and decided to use her skills to match donors to missions they believe in. She has worked with U.S. Fund for UNICEF, The Nature Conservancy, Earthjustice, CARE, Wounded Warrior Project, MADD and Special Olympics.

She is Senior Vice President of Sales and Marketing for DonorBase. She leads her team in providing industry leading customized solutions that help solve clients’ unique challenges in prospecting for donors, reactivating lapsed givers, merge optimization and developing valuable givers. She has a passion for fundraising and has been a direct marketer for over 15 years. Her diverse expertise ranges from animal welfare/environmental causes to veterans, women/children, health/disease to special needs and humanitarian relief services.

Sherene is an active member of the Direct Marketing Association of Northern California (DMANC), and DMANF. She is a past DMAW board member and a current volunteer on the Sponsorship Committee. She is currently a volunteer on the Education Committee for The Bridge Conference. She serves on the board for The Ubuntu Theater Project.


Chandler McCann, Customer Facing Data Scientist, DataRobot

Chandler McCann is a Customer Facing Data Scientist at DataRobot, where he works to help our Fortune 50 clients leverage automated machine learning. Chandler has over 15 years of experience in analytics and data science. He received his Masters in Information and Data Science from UC Berkeley and his undergraduate in Materials Science Engineering from the University of Maryland. Before starting at DataRobot, Chandler held roles as a Principal at CALIBRE Systems' data science practice where he led enterprise machine learning projects across the Federal and DoD sector and as Engineering Manager at Micron Technologies.


Adam Martel, CEO and Co-Founder, Gravyty

Adam is the CEO and cofounder at Gravyty (, the first technology company specifically focused on developing artificial intelligence products for frontline fundraisers at nonprofit organizations. Before starting Gravyty, Adam worked at Babson College as a major gifts fundraiser, which is where he developed the concept for Gravyty’s revolutionary artificial intelligence software. As the recognized leader and voice of the AI revolution in fundraising, Adam has a deep and personal understanding of the challenges that nonprofit organizations face while trying to raise money to support their causes. Throughout his years as a front-line fundraiser, he has worked with thousands of donors and has helped nonprofit organizations raise millions of dollars. Adam graduated from Merrimack College with a degree in Communication and Business and proudly attended Babson College for his MBA.


Lenny Medico, Senior Vice President, Lake Group Media, Inc.

Lenny began his career in 1993 at Lake Group Media, Inc. as a Sales Manager and then worked at American List Counsel as the Vice President and Director of Accounts. Lenny returned to Lake Group Media, Inc. in April of 2004 as Senior Vice President of List Management. Under the direction of Lenny, Lake Group Media Inc. has developed into an industry leader for List Management. Lenny is always contributing fresh ideas and new insight to the Lake Group Media, Inc. List Management sales approach. He brings a disciplined, results-oriented approach to the priorities and demands of List Management account management and his analytic ability and excellent interpersonal skills have garnered praise from Clients, Brokers and Mailers. Lenny's primary role in overseeing the Lake Group Media List Management Department is strategic development and revenue growth of our managed properties along with garnering all necessary resources to develop and execute unique Sales and Marketing plans for Lake Group Media's prestigious portfolio of blue chip clients. Lenny has a bachelor's degree in marketing from Iona College and is an active member of the DMA and HVDMA.


Matt Hafer, Founder, DonorBureau

DonorBureau is the culmination of a winding professional journey. Matt’s early career was spent at Capital One. There he learned the value of analytical segmentation and targeting – and the power of the centralized credit bureau model. He later moved on to Asurion, a private company in the wireless services industry. There he combined a strong conviction for the analytical model with the power of the wireless sales channel and led changes in pricing, underwriting and fraud management for products like mobile device insurance and roadside assistance. After an explosive growth trajectory similar to that of Capital One, his desire to again find a small, entrepreneurial company and a noble mission led him to the CEO role at HSP Direct, a fundraising agency.

The company achieved massive growth and tremendous success for its clients through a challenging economic environment. The success of the company’s new analytical targeting initiative caught his eye. Because its true power could only be unleashed with significant industry participation (as in the consumer finance world, with consumer credit bureaus) it became necessary to spin off Precision Prospecting into an independent entity, working with all organizations and agencies. Since 2011, DonorBureau has had success improving results for hundreds of organizations.

Matt received a BS in engineering from Duke University and an MBA from Stanford University. In spite of his love of being a Mathlete, his true passion is spending time with his two amazing children, Danielle and Bobby.


Olivia Smith, CDM, Vice President, Client Services, Wiland, Inc.

Olivia is a 25+ year veteran of the direct marketing and non-profit industry having worked both on the DM agency side as well as on the data marketing side. During her agency career with Huntsinger & Jeffer and BKV, Olivia provided strategic direction for the direct marketing programs for major non-profits including the American Red Cross, American Cancer Society, Habitat for Humanity, March of Dimes, and Make-A-Wish Foundation of America.

As Vice President, Client Services at Wiland, Inc., one of the largest non-profit coops in the industry, Olivia oversees a team of Client Service Directors who provide modeling services for several hundred non-profit organizations. She is experienced in all aspects of non-profit marketing from acquisition to renewal, mid-level giving to planned giving.

Olivia is a graduate of Brigham Young University with a B.A. in Communications and Advertising. In 2000, she completed her Direct Marketing Certification, and thereafter served as adjunct professor at Virginia Commonwealth University for the Non-Profit Module of the Interactive Marketing Program. She speaks frequently at non-profit industry and client trade conferences.
Wiland is based in Colorado where Olivia enjoys hiking in the Rockies and delving into her genealogy, learning about her ancestors.


Spencer Judge, Media Planner, True North Inc.

Spencer Judge is a digital media planning guru whose work at True North has helped some of the most well-known nonprofit organizations in the country, which range in category from animal welfare advocacy to social and veteran services. At True North, Spencer has helped pioneer the incorporation of advanced analytics into online media campaigns and has advocated for the holistic evaluation of digital ad programs. Spencer’s progressive approach is fueled by the next-generation data flow of today’s digital world, and his methodology has been supported by proven results.

Spencer hails from Connecticut, and now lives in New York City’s East Village. He earned a degree in Marketing from Saint Joseph’s University in Philadelphia where he was a four-year varsity infielder for the D-1 Hawks baseball team.


Pete Carter, Principal, Senior Vice President, Chapman Cubine + Hussey

Pete Carter is Principal and Senior Vice President with Chapman Cubine + Hussey. The CCAH acquisition services team reports to Pete. Over his two decades at the firm, Pete has managed a variety of nonprofit and commercial accounts, including National Park Foundation, People For the American Way, AAUW, The Wilderness Society, United Cerebral Palsy and the Jane Goodall Institute. Pete has received several International ECHO awards from the Direct Marketing Association for the development of cutting-edge fundraising campaigns. He has been a speaker at numerous industry conferences. Pete is a past president and current member of the DMAW Board of Directors. Prior to joining CCAH in 1995, Pete worked for Food & Friends in Washington, DC as the coordinator of volunteers. He has a Bachelor’s Degree in Advertising and a Master of Arts in Sociology from the University of Florida.


Denise Hubbard, Vice President, Names in the News

Denise Hubbard brings with her 30+ years of direct marketing experience, serving as both list/data manager and broker, and in executive, analytical and operational positions. She has worked with many notable organizations spanning many non-profit niches – from organizations working on, wildlife, environmental and conservation issues as well as those with charitable and cultural arts offers. In addition to serving the non-profit market, Denise has extensive experience working with publishers and catalogers as well as promoting and managing compiled lists.

With her back ground in list/data, Denise can be found working to mentor the next generation in best practices. Denise was a member of the original committee drafting the “Standards of Conduct for Nonprofit List Rentals & Exchanges” in 2009. She was part of the update team in 2016 which refreshed the “Standards” to include the latest and best practice uses of data. Although Denise is an industry veteran, she approaches the continuing evolution of our industry with an intellectual curiosity in an effort to adapt current processes to aid her client partners well into the future.


Justin McCord, Vice President, Digital & Marketing Strategy, RKD

Justin is an industry leading strategist for integrated marketing, with more than a decade of guiding commercial and nonprofit organizations to insight-driven results.

As a strategist at RKD, Justin works closely with a number of nonprofit organizations to unlock their potential in digital marketing and fundraising through a mix of channels and optimizations, providing both strategic planning expertise and management of marketing solutions to help meet individualized client goals.

Prior to joining RKD, Justin lead integrated marketing programs in professional soccer, minor league baseball and media. He earned both a B.A. in Speech Communications and Telecommunications and an M.S. in Education at Baylor University.

Justin is a frequent speaker and contributor within the nonprofit marketing industry.


Adam Solomon, Chief Product Officer, PebblePost

Adam Solomon is Chief Product Officer at PebblePost. He oversees product strategy, development and execution as PebblePost rapidly expands into new verticals and markets. Adam joined PebblePost as vice president of product in 2016 and was promoted to CPO less than a year later.

Prior to PebblePost, Adam was General Manager of Core Audience, the programmatic advertising and audience solutions business unit of Hearst; VP of Digital Ad Products & Solutions for Time Inc.; and VP of Digital Ad Products & Technology at Viacom Inc.

His diverse background includes stints as an aerospace engineer and patent attorney with a doctorate in intellectual property law, plus 20 years in consumer media and marketing. Adam is co-inventor on four U.S. patents issues related to interactive video advertising technology based on his work at Viacom Media Networks.

Adam holds a J.D. and a Master’s in Intellectual Property Law from UNH School of Law, and a B.S. in Aerospace Engineering from SUNY Buffalo.


Ashley Hansen, Vice President of Growth, Frakture

As Vice President of Growth, Ashley oversees business development, client services and marketing at Frakture. Frakture is empowering nonprofits to transform their reporting and data operations using robots and data warehousing and working with organizations such as the AARP Foundation, PBS, Amnesty International USA and Food & Water Watch. Before diving into data automation, reporting and integration, Ashley worked at Care2 helping nonprofits win advocacy campaigns and raise more money. Ashley started her career at the Student Conservation Association seeing first hand the challenge of getting nonprofit systems to integrate with each other and the power of centralized reporting. When Ashley isn't working, you'll find her hiking, enjoying a local coffee shop or playing board games.


Philip Schmitz, Chief Executive Officer and Founder, BIS Global

Philip Schmitz, is Chief Executive Officer and Founder of BIS Global, makers of the CharityEngine Donor Management Software platform. As chief architect of CharityEngine, he has personally developed some of the most advanced technologies in the nonprofit space for both multi-channel data attribution and for large volume recurring payment processing.

Mr. Schmitz created the CharityEngine non-profit software management platform as part of the BIS Global suite of integrated business applications and hosting services. His expertise includes cloud software; datacenter & cloud delivery services; payment processing & ecommerce; donor & retail integrated CRM Platforms; and reporting & analytics. Prior to founding BIS Global, Mr. Schmitz was successful in bringing several large scale web-service initiatives from concept to fruition; from implementing the first distance-learning portal for the largest voluntary professional association in the world – to the development of multiple integrated application services for a leading provider of secure online voting and constituent advocacy software. Mr. Schmitz holds a B.S. from the University of Maryland’s top-ranked Decision and Information Systems specialty program. He and his wife live in Potomac, Maryland with a cute little daughter and an enormous French Mastiff.


Steve Maughan, Senior Director of Planned Gifts and Estates, Humane Society of the United States

Steve Maughan is currently the Senior Director of Planned Gifts and Estates for the Humane Society of the United States where he provides the strategic vision for HSUS’s planned giving program as well as its affiliates Fund for Animals, Wildlife Land Trust, Doris Day Animal League, South Florida Wildlife Center, Project Chimps, Humane Society International, and The Humane Society Legislative Fund.

Prior non-profit work includes leading the national planned giving program for Oxfam America and serving as the Northern New England Planned Gifts Director for the American Cancer Society.

Steve also has more than 20 years’ experience in the financial services business where he was employed in various investment sales positions with Morgan Stanley, Charles Schwab and a privately held options strategy firm.

Graduate of Kalamazoo College – Political Science
Former financial brokerage series 6,7,8 and 63 licenses.


TJ Hillinger, Vice President and Director of Analytical Services, Avalon Consulting

TJ came to Avalon in 2004 from NARAL Pro-Choice America, where she managed a 250,000-member integrated direct mail, telemarketing, and online direct marketing program, as well as a large state affiliate fundraising program. It was at NARAL that TJ discovered her passion for direct marketing and decided to make this her career.

After many years in Avalon’s Client Services, in 2015, TJ took on the position of director of the Analytics Department—giving her the opportunity to focus on her primary interest: analytics. In this capacity, she enjoys working with all of Avalon’s clients to leverage data to improve their multi-channel fundraising and marketing programs.

TJ relocated to Durango, CO in 2008 after a six-month sabbatical, which she spent backpacking through Asia with her husband, Bill. Out of the office, she enjoys hanging out with Bill and their son Zane, her two dogs and one cat, and—depending on the season—snowboarding or mountain biking.


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