Experiments

I’m a fundraiser first, but a teacher and coach at heart.  I’m proud to hold the Certified Fund Raising Executive (CFRE) certification and equally proud to have completed AFP’s Faculty Training Academy and hold the Master Trainer designation.

Here are just a few of the courses and workshops I’ve been fortunate to conduct:

“Responsible Fundraising” and other fundraising courses in the University of Nevada, Las Vegas Nonprofit Management Certificate program

“Donor Segmentation Isn’t Just for Data Geeks” – presented the AFP International Conference, 2018

“Board Service Made Easy:  The Board’s Role in Fundraising” – presented at Professionals in Philanthropy Board Service Made Easy, 2018

“Data Got You Down? Simplifying Donor-Centered Fundraising Analysis for the Data Allergic” – presented at the AFP International Conference, 2017

“Leveraging Wealth Intelligence in the Annual Fund” – presented at the APRA conference, 2014

“Introduction to Wealth Screening:  Uncovering Hidden Potential” – presented at the Tessitura Learning and Community Conference, 2014

“Introduction to Major Gifts – Building a Major Gifts Program from the Ground Up”

“Fundraising in the Era of Big Data”

“Maximizing Donor Potential in the 21st Century: Fundraising-Focused Contact Tools”

“Fundraising 101”

Annual Fund Workbook

WB-No-SectionI’m intensely proud of the work my colleagues and I did while I was a Senior Consultant with WealthEngine, a three-part series of workbooks called “The Data-Driven Annual Fund” which you can download for free.

Speaking Engagements

I would be thrilled to talk with you about arranging a speaking engagement for your event, board retreat or fundraising training.  Drop me a note here or reach out to me on Twitter or LinkedIn.