APC WinterForum

Save the date for APC's 2019 Winter Educational Forum in Washington, DC! You’ll learn a variety of skills and strategies for improving your business practices, marketing yourself more effectively, and finding the right balance of time and resources for working your job and building your practice.

Don’t miss out – register now and join us January 24-26 in historic Washington. Prices increase after January 4!


 Thursday, January 24
 12:00 noon

Registration, Lunch, Welcoming Remarks, Introductions


1:00 p.m.

The State of AFP and Future of the Fundraising Profession
Mike Geiger, President and CEO, AFP

AFP was created to serve the fundraising profession, and it remains dedicated to providing the best fundraising education, training, research and networking in the world. But as the largest community of fundraisers across the globe, AFP must stand for more than just training. We must serve as a champion for members in their workplaces—addressing issues like harassment, gender equity and creating a culture of philanthropy—and as an advocate for the profession in Congress and in the public, spotlighting the impact fundraising creates on communities everywhere. Mike Geiger, MBA, CPA, the president and CEO of AFP, will talk about the future of AFP and its growing role in all aspects of society, and his vision for the association. Fundraising trends, the new tax laws, and new AFP initiatives will all be discussed, with time for Q&A!

2:15 p.m.

UST Sponsor Presentation, Cheryl Jones, Account Executive


2:45 p.m.



3:00 p.m.

The Foresight Works/Drivers of Change Series > Fundraising & Consulting Applications
pdf Garet Turner (1.36 MB) , VP for Development, ASAE Foundation

The ASAE Foundation conducts research on a broad range of nonprofit management functions and concerns. Recently, the foundation invested heavily in a future focused effort to enable nonprofit leaders to prepare for to meet the challenges and risks that are considered change drivers head on. This project produced 46 different change drivers that will affect the nonprofit sector, noting of course that each organization will be affected differently by the changes identified. The ASAE Foundation’s ForesightWorks Project is meant to equip leaders to discuss immediate actions for long-term sustainability, looking 10 or even 20 years ahead, with their boards and senior leadership. Join us to look at the change drivers of Personalized Artificial Intelligence, Philanthropy Reshaped and Transparent Organizational Ethics and how they will affect the future of our work and the work of our clients.

4:00 p.m.

APC Board Meeting


5:00 p.m.

Member Reception in the Edgar Bar at the Mayflower Hotel (Optional | Cash Bar)


6:30 p.m.

Dinner at the Army Navy Club
(optional | $75 additional cost)

Complimentary Glass of Wine
Wild Mushroom Bisque with Parmesan
Chicken Napoleon or Pistachio Salmon (Vegetarian option available upon request)
Deep Dish Apple Pie
Coffee and Tea

Friday, January 25: The Consultants' Summit 

8:00 a.m.

Continental Breakfast, Discussion, Consultants Arrive and Check In


9:00 a.m.

Welcome and Introductions


9:15 a.m.

Artificial Intelligence in Fundraising
pdf Adam Treiser (10.81 MB) , President and CEO, Arjuna

Artificial Intelligence is all the rage in 2019, seems like there is an ad every place we look. The tough question is how can Artificial Intelligence help me? Adam Treiser CEO & Founder of Arjuna Solutions is going to show you how they are Optimizing Individual Donor LTV & Retention through Artificial Intelligence with their platform ExactAsk. Also, Adam will discuss what is the future of AI for Non Profits and how else can AI leverage data to drive revenue.

10:30 a.m.



10:45 a.m.

Trends in Social Media in Fundraising
pdf Barett Christensen (2.90 MB) , Director, Marketing and Digital Services, Bentz Whaley Flessner

Too often, best practices prevent innovation. As we look back at the evolving history of fundraising business models, there is a rhythm of new approaches challenging the status quo and forging new ground. The fundraising practices of prospect research, modeling, and data analytics are recent examples of the fundraising status quo giving way to more effective approaches. Platform fundraising, or the digital relationship-development practice, is the latest innovation that is adding new value and disrupting existing business models. In this session, Barett Christensen, Director of Marketing and Digital Services at Bentz Whaley Flessner will talk about this emerging field and how organizations are responding.

12:00 noon


Sponsor Presentations by DonorSearch and MarketSmartAndy Suther, Business Partnerships Manager, DonorSearch; Zach Shefska, COO, MarketSmart

1:15 p.m.

Building Healthier Communities Through the Arts
pdf Randy Cohen (1.92 MB) , VP Research and Policy Americans for the Arts

An investment in the arts does more than enhance our quality of life. It is also an investment in the social, educational, and economic betterment of our communities—key priorities in today’s funding environment. Join national arts leader, Randy Cohen of Americans for the Arts, for a lively session about building healthier communities through the arts as well as new trends in audience engagement.

2:15 p.m.

New Strategies and Emerging Demographics in Planned Giving (via webinar)
pdf Russell N. James, III (10.80 MB) , J.D., Ph.D., CFP, Director of Graduate Studies in Charitable Planning, Texas Tech University

This session will cover new tax planning strategies for complex and planned gifts and review current and upcoming demographic trends in legacy giving. Participants will learn about new and emerging trends, and how to best take advantage of them. Reviewing results from a nationally representative lifetime longitudinal study, participants will learn what was really important, and what wasn’t, in generating actual dollars transferred to charity, and how this information can improve your results in marketing to potential bequest donors.

3:15 p.m.



3:30 p.m.

Build Your Practice, Balance Your Life: How To Have It All
pdf Elizabeth Woolfe (819 KB) , Principal, Intuition Consulting

It is said that a journey of a thousand miles begins with a single step. What was your first step? Where has it led you? Is where you are where you want to be? In this interactive session, Liz Woolfe, a nonprofit consultant with over 25 years of experience, will share her journey and tips for building a practice that brings impact to your clients and fulfillment to you.

5:15 p.m.

Consultants’ Summit Reception - Complimentary Beer, Wine & Soft Drinks, Cheese Display


6:15 p.m.

APC Dine-Around in Groups - RESERVATIONS AT 7 p.m. (Optional | Dutch Treat)


Saturday, January 26

7:30 a.m.

Networking Breakfast


8:00 a.m.

Communications Exercise,   pdf Maryanne Dersch (4.89 MB) , Principal, Maryanne Dersch.com


8:45 a.m.

The Business of Our Business

This session provides a chance to talk about how we are dealing with issues related to growing and running our businesses.

10:00 a.m.



10:15 a.m.

The Character of the Sustained Leader
pdf Thomas G. Reid (2.36 MB) , JD, CPMC, Certified K Solutions

“There is no such thing as business ethics,” says John Maxwell. His point is simple – you are either ethical or not. You don’t change your ethical standards based on the situation. This session will review the current state of leadership development and the importance of maintaining a high ethical standard in everything you do. Your leadership is being watched. Set the example.

11:15 a.m.

Key Takeaways from Winter 2019 Forum 

Open Discussion

12 noon



We're pleased to offer accommodations at the Mayflower Hotel, Autograph Collection, 1127 Connecticut Ave NW, Washington, DC 20036.  

  • Reservations can be made online or by calling 877.212.5752. Please be sure to mention the APC Winter Forum when calling.
  • Our negotiated rate is $189/night + taxes/fees.
  • Reservations will be accepted at this rate until January 4, 2019, based on availability. Please note: It is likely the block will sell out in advance of the cut-off date. 
  • Check-in: 3 p.m.; Check-out: 11 a.m.
  • Cancellation, without penalty, should be done 48 hours in advance prior to arrival.