Agenda
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 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-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
Recognized 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 |