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Agenda

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We’re planning a conference schedule that’s curated to maximize your experience and engagement. From keynote presentations to breakout sessions, and panel discussions to networking opportunities, you’ll have the chance to dive deep into specific areas that interest you.

Agenda subject to change

Nathan Chappell, MBA, MNA, CFRE

Nathan Chappell

Nathan Chappell is a thought leader, public speaker, author, and AI inventor, recognized globally as an expert on the intersection of Artificial Intelligence and generosity. As a 20-year nonprofit veteran, Nathan has served in executive leadership roles at several national nonprofit organizations, including Associate Vice Chancellor at UC San Diego.

Nathan serves as Chief AI Officer at Virtuous Software where he supports AI integration to help nonprofit organizations amplify mission at scale. In 2018, Nathan founded Fundraising.AI, a global advocacy organization for Responsible and Beneficial AI in the nonprofit sector. Additionally, he is author of two books, Nonprofit AI: A Comprehensive Guide to Implementing Artificial Intelligence for Social Good and the 2022 award-winning book, The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges, which has been deemed “required reading for this generation of fundraisers”.

His work has been featured in The Chronicle of Philanthropy, NPR, Forbes, Fast Company and more. His podcast, Fundraising AI, is among the top nonprofit technology podcasts worldwide.

Mary Uhl-Bien

Mary Uhl-BienMary Uhl-Bien, Ph.D. is the BNSF Railway Endowed Professor of Leadership in the Neeley School of Business at TCU in Fort Worth, Texas. Prior to that she was the Howard Hawks Chair in Business Ethics and Leadership at the University of Nebraska. Her research, focusing on complexity leadership, relational leadership and followership, has been honored with numerous best paper and two decennial awards. She was noted as the #6 Most Influential Leadership Scholar from 1990 to 2017 (Zhou & Lin, LQ, 2019) and a Top 50 Undergraduate Professor in Poets & Quants in 2018. Uhl-Bien is active in executive education nationally and internationally and was a regular commentator for CNBC’s “Squawk Box” from 2013 to 2018.

Brett Yormark

Brett YormarkRecognized as one of the most dynamic and innovative executives in sports and entertainment, Brett Yormark began his tenure as the fifth commissioner of the Big 12 Conference on Aug. 1, 2022. He previously held positions at Roc Nation, Brooklyn Sports & Entertainment and NASCAR.

In his brief time as Commissioner of the Big 12, Yormark has elevated the Conference to new heights. He executed a media rights deal with ESPN and Fox that will run through 2030-31. Additionally, Yormark has placed an emphasis on marketing, brand building and storytelling that has resonated across the college athletics landscape. In the first two years of his tenure, he has overseen the early departure of the University of Oklahoma and the University of Texas as well as the integration of eight new Big 12 members. Additionally, he led a revamping of the Big 12 Football and Basketball Championships that resulted in revenue and digital engagement highs. Yormark has taken an innovative approach to ensure the Conference resides in places it never has before, creating the first-ever Big 12 Business Advisory Board, executing a partnership with the National Football League to operate a conference-wide Pro Day, teaming up with New York City Parks Department for a summer activation at historic Rucker Park, and bringing celebrity talent such as Fat Joe, Ashanti, Shaq and DJ Khaled into the Big 12 marketing fold.

  • 1:30 PM - 5:30 PM: Vendor Setup and Registration
  • 4:00 PM - 8:00 PM: Registration/Information
  • 5:30 PM - 7:00 PM: Welcome Reception
Time Location Topic Presenter(s)

10:05am

BLUU Auditorium

Demystifying ChatGPT

Dr. Bingyang Wei - TCU

10:05am

BLUU Beck-Geren

Lessons Learned from Teaching Effective Giving

Dr. Ron Pitcock - TCU

10:05am

BLUU Chambers

Asking Questions and Empathetic Listening

Dr. Wendy S. Williams - TCU

10:05am

DJKAC Cox A

KU Endowment's Blueprint for 7.5X Impact: Merging Digital Innovation with Human Connection

Austin Ice, Brent Grinna - KU Endowment, Evertrue

10:05am

DJKAC Cox C

The Non-Cash Giver’s Diary – Tales from the Trenches of Talking to Donors About Non-Cash Gifts

Meredith Camp - Wells Fargo Bank, N.A.

10:05am

DJKAC Murphy

Level Up Your Campaigns: Using Gamification to Bring Fun to Your Campaigns and Increase Donor Engagement

Chuck Harris, Stephanie Christopher, Krystal Winn - TCU

11:15am

BLUU Auditorium

AI / Technology / Data Roundtable

 

11:15am

BLUU Beck-Geren

Major / Principal Giving Roundtable

 

11:15am

DJKAC Cox A

Gift vs. Grant

LeAnn Forsberg, Jason Byrne - TCU

11:15am

DJKAC Cox C

Special Charitable Planning Opportunities for 2025 (Market Changes, Secure ACT 2.0, Expiring and New Legislation)

Dr. Russell James - Texas Tech University

11:15am

DJKAC Murphy

Annual Giving Roundtable

 

2:05pm

BLUU Auditorium

No One Cares About Your Campaign

Charlie Melichar, Vince Kalt, Tam Powell, David Nolan, Rachel Harris - Foster Avenue, BVK, TCU

2:05pm

BLUU Beck-Geren

Disney Quality Service & the Donor Experience

Mike Vermillion - University of Central Florida

2:05pm

BLUU Chambers

PODS: Transforming Frontline Fundraiser Onboarding at the UC Foundation

Danny Turner - University of Cincinnati Foundation

2:05pm

DJKAC Cox A

Onboarding new CFR Hires

Scott Zerger - KU Endowment

2:05pm

DJKAC Cox C

Troublesome Gifts, Ethics and the IRS…Oh My!

Kent Weimer - Gary Sinise Foundation

2:05pm

DJKAC Murphy

Crowdfunding Success Stories: Lessons for Annual Giving Campaigns

Kyle Stringer - Oklahoma State University

3:15pm

BLUU Auditorium

But Where's My Campaign Brochure?

Charlie Melichar, Vince Kalt, Tam Powell, David Nolan, Rachel Harris - Foster Avenue, BVK, TCU

3:15pm

BLUU Beck-Geren

Starting a Med School from Scratch: Lessons to be Learned

Doug White - TCU

3:15pm

BLUU Chambers

Building the Talent Pipeline through the Student Philanthropy Internship

Travis Egbert, Jenna Ervin - ASU Foundation

3:15pm

DJKAC Cox A

A Look at the Other Side – Working with Foundations from the Perspective of a Former CFR Executive

Jessica Watts, Jason Byrne - Dallas Foundation, TCU

3:15pm

DJKAC Cox C

Five Ways To Make Your Legacy Society More Relevant 

Kelsey Picken - Children's Health Foundation

3:15pm

DJKAC Murphy

Flipping the Switch: Lessons in Engagement from the World of Competitive Pinball

Meg G. Ackerson - Oklahoma State University Foundation

Time Location Topic Presenter(s)

10:05am

BLUU Auditorium

Effective Communication with ChatGPT Via Prompt Engineering

Dr. Bingyang Wei - TCU

10:05am

BLUU Beck-Geren

Prospecting Power: Building Your Pipeline with Precision and Partnership

Lydia Traina, Dede Williams Vann, Arigayle Skinner, Kelli Sledd, Preston Hull - TCU, Altrata

10:05am

BLUU Chambers

Overcoming Negative Assumptions and Shifting Mindsets for Better Communication

Dr. Wendy S. Williams - TCU

10:05am

DJKAC Cox A

CFR Roundtable

 

10:05am

DJKAC Cox C

Why Cash is Not King: Results from One Million Non-Profit Tax Returns 

Dr. Russell James - Texas Tech University

10:05am

DJKAC Murphy

Donor Digital Engagement - Leveraging Technology

Bill Kavan, Vanessa Barrera - ASU Foundation

11:15am

BLUU Auditorium

The Curiosity Code: Building a Culture of Curiosity to Thrive in the AI Age

Nathan Chappell - Virtuous Software

11:15am

BLUU Beck-Geren

Annual Planning Tools, and Philosophy

Zach Pena, Patrick Kramer - Baylor, Texas Tech

11:15am

BLUU Chambers

Senior Leadership: Skills & Competencies for Aspiring C-Level Executives

Mercedes Vance, Greg Duyck - WittKieffer

11:15am

DJKAC Cox A

CFR Best Practices in CRM & Portfolio Management

Galen Bunning - Kansas State University Foundation

11:15am

DJKAC Cox C

Gift Planning Roundtable

 

11:15am

DJKAC Murphy

Collaborating Across Teams: Multichannel Approach to Annual Giving

Harrison Klutz, Mia Flores, Chuck Harris & Nick Parsons - TCU