Annual Conference

A BIG Thank you, 

to the Speakers, Sponsors and 

Attendees for a successful



7:15 a.m.

Registration Opens
7:30-9:00 a.m.

Networking Breakfast/Marketplace Spotlight
8:30-9:00 a.m.

CFRE Learning Lab 1
9:00-9:15 a.m. Welcome & Opening Remarks
Remarks from our Grand Sponsor: Members 1st Federal Credit Union
9:15-10:15 a.m.

Keynote: Take Your Cape Off, Super Hero, Kishshana Palmer
10:15-10:30 a.m.

Break/Marketplace Open
10:30-11:45 a.m.

Morning Sessions

The Fundraising Times They are a Changin': Lead the Way
Sophie Penney

Finding Your New Fundraising Normal: Fundraising & Communications After a Tragedy
David Tinker, CFRE

Grant Seeking 2.0: Engage Next Generation Board & Staff
John W. Hicks, CFRE

Planned Gifts Can Get Complicated, Marketing Them Shouldn't Be
Viken Mikaelian

11:45-11:50 a.m.

Break/Marketplace Open
11:50-1:30 p.m.

Lunch & National Philanthropy Day Awards
1:10-1:30 p.m.

CFRE Learning Lab 2: Quick ways to Jump Start Earning Your CFRE
1:15-1:30 p.m.

Break/Meet & Greet the Honorees
1:30-2:45 p.m. After Lunch Sessions

Easy Steps to Planned Giving Success: Become a Non-Profit Hero
*Note taking slides
Valerie M. Jones, CFRE & Beth Delaney, MSW, MS

Partnering with Corporations: Five Strategies to Increase Sponsorship Income
Gail Bower

Diamonds in the Rough: Finding Best Prospects in Your Donor Database
Steven Shattuck

Building Legacies That Last
Rick Rodgers, CFP, CRPC
2:45-3:00 p.m.

Caffeine & Cookie Break
3:00-4:15 p.m. Afternoon Sessions

The Fundraising Solution Room
Chad Barger, CFRE

Magic in Monthly Giving
Jess El-Zeftawy

First Things First: Positioning for a Successful Capital Campaign
Marcella Moyer Schick, MA, ACFRE, CAP with Rev. Aaron J. Anderson, MA, M. Ed, CEO & Otto Monroy, CFRE

How to Leverage Planned Giving Impacted by Tax Law Changes
Sheri A. Leo

2019 Capital Conference Speakers

Keynote Speaker


Kishshana Palmer, CFRE, is a keen strategist who is the driving force behind many wildly successful nonprofit campaigns. She has assisted organizations raise over $50 million dollars ... and counting. Her background includes 16 years in fundraising, marketing, and talent management.

Kishshana’s mission is to help nonprofit leaders come up with bright ideas that will catapult their organizations into success. She is an adjunct professor at Baruch College, Certified Fundraising Executive (CFRE), a BoardSource Certified Governance Trainer (CGT) and an AFP Master Trainer. Yes, she’s about this life and shows it through her dedication to social good.

Kishshana designs structures that last and brings in the dollars. When an organization wants to grow, find and retain people on their team, raise money, and more, she is the philanthropic fairy godmother they have on speed dial. She makes philanthropy and management accessible to everyone by merging her education and experience with pop culture to instruct. This has morphed into what she calls Fabulously Fundraising.

Her extensive and varied experience has come together to create the powerhouse she is today and spring boarded her career in national speaking, training, and coaching. It doesn’t matter if she’s speaking about philanthropy, living your most authentic life, or diversity, the energy she brings to the stage is always entertaining and edifying. It’s no wonder she’s a venerated speaker. Few can throw a dance party, drop knowledge, and change the trajectory of people’s lives and careers for the better within twenty minutes to an hour. It’s a talent she’s developed over the course of her career and her audiences often want encores.

Session Presenters:


Chad Barger, CFRE

Productive Fundraising

Chad Barger teaches small charities to fundraise more effectively. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising, which specializes in affordable fundraising coaching for small, but mighty, nonprofit organizations.

Gail_Bower_photo.jpgGail Bower 
Bower & Co. Consulting

Gail Bower is the founder and president of Bower & Co. Consulting LLC, a revenue strategy firm that helps nonprofits become self-sufficient by developing reliable sources of earned revenue. Gail has been working with nonprofits of all sizes and scope for over 25 years. Her clients have doubled, tripled, and quadrupled earned revenue sources in under a year. And that’s just the first year. Trained as a futurist, Gail studies where society is headed and what trends may impact her clients’ businesses. Author of "How to Jump-start Your Sponsorship Strategy in Tough Times" and a frequent speaker, Gail has been interviewed about her work by the New York Times, the Wall St. Journal, Marketplace, Time magazine, U.S. News & World Report, and other media. To learn more, visit

Beth_Delaney_photo.jpgBeth Delaney, MSW, MS
VMJA Consulting 

Beth Delaney is the Director of Gift Planning at the University of Pennsylvania and has more than 10 years’ experience soliciting and closing planned gifts (small bequests up to $1.5 million) as well as outright gifts. She has an additional 20+ years’ experience as a frontline fundraiser, grantwriter and member of senior staff. She continues a consulting practice specializing in strategic planning, training and evaluation. She serves as a Trustee at Waldron Mercy Academy and is a member of the Planned Giving Council of Greater Philadelphia. She presented at PGCGP’s Planned Giving Day in 2018 and she and Val Jones have been selected to present in 2019

Jess El-ZeftawJess_El-Zeftawy_photo.jpg
Frederick County Public Libraries

Jess El-Zeftawy is a Development Officer for Frederick County Public Libraries. In addition to getting the library's fundraising program off the ground, she serves as President of the Western Maryland Chapter of AFP, teaches a nonprofit leadership class at Hood College, and is actively involved in the League of Women Voters and Rotary International. When she isn’t at the library, she is most likely hanging out with her husband, her kids, and their ridiculously good-looking English bulldog.


John W. Hicks, CFRE


Principal and Founder of DLBHiCKS consulting firm that provides fundraising and grant seeking guidance and support to nonprofit organizations from grassroots to global. Over a career of nearly 30 years, John has worked with a diverse and broad group of nonprofits both in the U.S. and abroad.

John is a member of the faculty of Columbia University's Master's Degree in Nonprofit Management and serves as a lecturer for Rutgers University. John is also an instructor for The Foundation Center’s Proposal Writing Bootcamp.  He is a contributing author to two books: After the Grant and The Nonprofit Handbook: Fund Raising.  John is a former member of the Board of Directors of AFP International.  He is past president of the AFP New York City Chapter and has served as Chair of Fund Raising Day in New York, the nation's largest one-day conference on philanthropy.

Valerie_M__Jones_photo.jpgValerie M. Jones, CFRE
VMJA Consulting

Valerie M. Jones was a development director for years before founding her boutique consultancy, VMJA. In 2018 she authored Nonprofit Hero, Five Easy Steps to Successful Board Fundraising, named by Amazon as a Top 10 Hot New Release for nonprofits/charities. Her dynamic talks benefit audiences from Baltimore to Beijing, including multiple AFP international and regional conferences. She is an alumnus of LEADERSHIP Philadelphia, the American Express Leadership Academy and Hamilton College.


Sheri A. Leo
Fulton Financial Advisors

Vice President & Manager, Charities & Endowments Group at Fulton Financial Advisors. Sheri joined Fulton Financial Advisors in 2015. She has over 23 years experience in the trust and investment management industry. Prior to joining Fulton, she started her career as a Trust Investment Officer with a bank in Pottsville, PA and spent more than 12 years as a Trust Investment Officer and a Senior Relationship Manager with a bank in Vermont. For three years, she served as a Planned Giving Officer for Lafayette College before joining Fulton. She earned her B.S from Shippensburg University, is a graduate of Cannon Financial Institute, and achieved the Accredited Fiduciary Investment Manger designation in 2004. Sheri belongs to several professional organizations and has been a board member for several nonprofit organizations. She lives in Hellertown with her husband, Greg and has three children. She enjoys cooking, travelling, and reading.


Viken Mikaelian

Practical, compelling, and painfully honest, Viken’s high-energy presentation motivates your participants to take real-world action steps. Your members will leave invigorated and armed with practical ideas they can use immediately to close more and larger gifts. Considering that the typical planned gift is 200-300 times a donor’s largest annual gift, all fundraisers, including well-seasoned gift planners, have a lot to gain from this presentation.

Viken Mikaelian was the first to bring planned giving to the Internet back in 1999. Since then, his firm has helped over 2,000 non-profits get their planned giving programs online and to successfully implement multi-channel marketing to promote planned gifts.


Otto Monroy, CFRE
Logo Academy

serves as the Director of Advancement at Logos Academy, a private school in York PA accredited by the Middle States Association. For 20 years Logos has provided students an excellent Christ-Centered education no matter what their families income. The school is obtaining outstanding academic results while serving a student body where 65% live at or in poverty. Of the over 2.2 million dollars raised year to year to give away in scholarships, 36% are raised through traditional donations and 64% are raised through EITC and OSTC tax credit donations.

In addition to holding his CFRE, Otto is a AFP Master Trainer and proud graduate of Messiah College. Prior to serving at Logos Academy, Otto was the Vice President at Forgotten Voices working in international orphan care.


Marcella Moyer Schick, MA, ACFRE, CAP
MMS Advancement Associates

Marcella has over 30 years of experience in fundraising and constituent relations in higher education, healthcare and human services. She has extensive experience in developing major and planned gifts and in capital and endowment campaigns. Marci also is skilled in strategic planning, team leadership, communications, and creating partnerships and programs for donor cultivation, organizational visibility and fund development. As president and owner of MMS Advancement Associates LLC, Marci is responsible for providing strategic direction to the organization as well as managing day-to-day operations and client relations. Prior to becoming a consultant, Marci served in fundraising roles at Phoebe Ministries, Muhlenberg College and Miller-Keystone Blood Center.  Marci was the 87th person to receive the designation Advanced Certified Fundraising Executive (ACFRE).


Sophie W. Penney, Ph.D.
i5 Fundraising

Sophie is the Senior Program Coordinator and Lecturer for Penn State’s all online Certificate Program in Fundraising Leadership. Sophie is also the founder and President of consulting firm i5 Fundraising and is a Celebrations of Life, Inc. Certified Independent Legacy Navigator.


Rick Rodgers CFP, CRPC
Rodgers & Associates

Rick Rodgers, CFP®, CRPC® is co-founder and president of Rodgers & Associates. His career in the investment and financial advisory profession began in 1984 with one of the big six Wall Street firms. Twelve years later, he co-founded Rodgers & Associates as a way to concentrate on financial planning. His vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth advisor to high-net-worth individuals, Rick provides integrated financial, tax, and investment strategies, retirement planning, executive compensation, and estate and charitable planning.


Steven Shattuck

Steven Shattuck is Chief Engagement Officer at Bloomerang. A prolific writer and speaker, he curates Bloomerang’s sector-leading educational content, and hosts their weekly webinar series which features the top thought-leaders in the nonprofit sector. Steven got his start in the nonprofit sector producing fundraising videos and other digital content for organizations like Butler University, Girl Scouts, Christian Church (Disciples of Christ) and the American Heart Association. Steven volunteers his time on the Project Work Group of the Fundraising Effectiveness Project and the Study Fundraising Steering Group at the Hartsook Centre for Sustainable Philanthropy at Plymouth University. He is also an AFP Center for Fundraising Innovation (CFI) committee member.


Dave Tinker, CFRE, FAFP

Dave is Vice President of Advancement at ACHIEVA, an associate consultant with GoalBusters Consulting, and an adjunct professor of informatics at Muskingum University’s Master of Information Strategy, Systems and Technology program.  A certified Association of Fundraising Professionals (AFP) Master Trainer, he received the Outstanding Fund Raising Executive Award from the AFP Western PA chapter in 2013. AFP International named him as one of six in the inaugural class of Distinguished Fellows. Dave has published numerous articles in professional journals and has written fundraising curriculum for The Fund Raising School® at the Lilly Family School of Philanthropy at Indiana University and the Alliance for Strong Families and Communities.  Dave is a past president of the AFP Western PA chapter and serves in numerous volunteer roles for AFP International.


Past Capital Conference Presentations

The Gin & Tonic Approach
Fundraising Love for Introverts 
Donors' Lives Donors Legacies 
Strategic Applications of Donor Love
Loving your Donors with Direct Response
Concierge Stewardship and the 7 Touches
Ethical Use of Social Media in Fundraising 
5 Ways to Earn More in EITC Credit Gifts
9 Ways to Turbocharge your Grant Seeking  
Use Planned Giving to Encourage Planned Gifts from Annual Donors
Adapting Tried and True Strategies to your Unique Capital Campaign