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Live Stream Agenda

Wednesday, Sept. 22nd: Day 1

Live Stream Day 1 Kickoff

Welcome to the 2021 Nonprofit Innovation & Optimization Summit!

Join Nathan & Brady on the live stream kickoff at 8:50am for a quick welcome and details about what you can expect out of the next 2 days of NIO Summit.

NIO Summit 2021 logo
Welcome to the 2021 NIO Summit

Welcome to the 2021 Nonprofit Innovation & Optimization Summit!

You won’t want to miss this welcome session —Willy Wonder himself will be unlocking the doors to the Fundraising Factory and inviting you in for an exclusive 2 day tour of his wonderful fundraising inventions.

NIO Summit Welcome & Opening Keynote

Join the founder of NextAfter, Tim Kachuriak, as he sets the stage for NIO Summit 2021 and shares his unique perspective on innovation and optimization in the world of digital fundraising.

Tim Kachuriak is the Founder and Chief Innovation and Optimization Officer at NextAfter, a fundraising research lab and consulting firm that works with businesses, nonprofits, and NGOs to help them grow their resource capacity.

NIO Summit Announcements & Orientation

A lot is going on at NIO Summit this year, so you’ll want to make sure you’re listening up while Jeff & Courtney explain all of the ways you can learn how to supercharge your digital fundraising program, interact with your peers, get up-to-speed on the latest tools & resources, and have some fun while you’re at it.

Beyond the Cause: Transcendent Principles of Communication and Connection Learned from Years in the Fundraising Trenches

Let’s face it…many of us are passionate about our causes and not all of us see eye-to-eye. But no matter what your stance, one thing remains constant. If you want to raise funds for your organization, you must connect with people. And the principles for communicating with your constituents transcends the cause itself.

Richard Viguerie and Roger Craver are longtime friends and brilliant marketers that happen to work on opposite sides of the political spectrum. Over the course of their careers, they’ve found that even though the ideologies of their audiences may differ, the basic rules of communication and connection are the same. In this highly informative session, two legends of the industry will share some foundational principles to help you to better connect with your audience and raise more money for your cause.

Roger Craver:

Roger Craver is a disruptor and challenger of the status quo. A pioneer in direct response fundraising in the 60’s, telemarketing in the ’70s, online information services in the ’80s, multi-channel fundraising and communication in the ’90s, and donor-designed strategies today, he brings an experienced and critical eye to the greatest problem faced by today’s nonprofits: donor retention.

Roger, who today edits the daily Agitator ( , helped launch some of the household names in the nonprofit advocacy sector: Common Cause, Greenpeace, the National Organization for Women, World Wildlife Fund, Habitat for Humanity, and Amnesty International. He helped revitalize and grow older organizations–the ACLU, the NAACP, Sierra Club, Wilderness Society, League of Women Voters, Heifer Project International, and Planned Parenthood.

He has conducted capital and annual fundraising campaigns, advocacy and membership drives in the U.S., Canada and throughout Europe.

Richard Viguerie:

Back in the 1960s, conservatives – whether political candidates, policy groups, or activist organizations – had no way to get their message past the filter of the liberal mainstream media and into the hands of the American people.

At that time young conservative activist Richard Viguerie discovered that political candidates had to register their campaign donors with state offices ⎯ information that was in the public domain. Collecting those names and addresses by hand, state-by-state, was the beginning of what is now the largest list of active charitable and conservative donors in the world: Viguerie Political Lists.

Starting in 1965, Richard Viguerie grew his list from 12,500 conservative donors to 125,000 – a 1,000% increase – in just one year. Before long, Viguerie’s direct mail agency and lists enabled conservatives to bypass the mainstream media and connect with tens of millions of Americans on a “personal level” regarding issues they cared passionately about.

Viguerie’s “secret weapon” soon had a major role in reshaping America’s political landscape.

As Viguerie’s lists continued to grow, they helped trigger major political upset wins for conservatives⎯most famously the 1980 Reagan Revolution, along with the 1994 conservative sweep of Congress, and the 2010 “shellacking” of the Obama administration and Reid/Pelosi Congress.

Through his direct marketing agency, American Target Advertising, Inc., Viguerie was not only the first in political direct mail fundraising, but is still the proven leader at building large organizations rapidly.

Live Speaker Interviews and Q&A

Join Nathan & Brady for live interviews and Q&A with NIO Summit speakers

Quick Tip from Funraise: 4 Elements of Successful Digital Fundraising

Brought to you by:

No matter your mission or cause, you can build a super successful digital fundraising campaign simply by consciously incorporating these four elements into your fundraiser. Join fundraising strategist Dani Lockard as she highlights the greatest value-to-effort components of any successful digital fundraiser, complete with examples, how-to’s, and tricks of the trade.”

Dani Lockard, a fundraising strategist and Funraise evangelist, takes nonprofit growth very seriously. Since 2018, Dani has been leading organizations to success in the digital fundraising space through partnerships with Funraise, giving her the opportunity to work with nonprofits like Stop Soldier Suicide, The Innocence Project, and the Dressember Foundation

Looking at Google & AI Through a New Lens
Google, Bing.and other search engines are run entirely on machines (duh) but those machines are learning & predicting what good answers to our questions look and sound like.
The mistake search practitioners have made for 20+ years is looking at search for “where do I rank.” In this presentation we’ll show you how to process search results as customer intelligence first and rankings second. We will open your eyes to how you can leverage Google’s billions in R&D for free in an effort to help you better understand what your users want. Once you understand what your users are seeking, your copy, content, creative and campaigns all benefit and perform better. We’ll also show you how to use Google’s learning to save you money in your paid campaigns at scale.

Wil likes helping people and businesses grow. A former teacher with a knack for advising, he’s been helping Fortune 500 companies develop SEO strategies since 1999.

His methods have shaped the search industry worldwide, and he speaks regularly at marketing conferences across the globe.

Fundraising Treats: Paid Search

A quick lesson in paid search from Eddie Laing at NextAfter.

Eddie is NextAfter’s resident genius when it comes to nonprofit media buying. Give him a campaign to run, and he’ll drive quality traffic to it quickly and efficiently.

Before joining the NextAfter team, Eddie most recently served as the Digital Marketing Strategist at a global nonprofit outreach initiative that managed over 600 Google Ad Grants and $40 million in ad spend last year.

Eddie is always laughing. Whether it’s the coffee or the joy of the work, we’re not sure! Eddie has had a passion for advertising since the time of dial-up internet. He’s always learning and looking for new techniques to improve his approach.

Eddie is not only a man of technology; he’s also a devoted husband and father of two energetic kids, Evan and Evangeline. Eddie and his wife, Morgan, are firm believers that people learn best through experience, which is why they’re always going on adventures with Evan and Evangeline. Eddie is a family man to the core and an advocate of forging strong community.

Using LinkedIn to Build Your Brand

Do you have a LinkedIn profile, but rarely post content? If so, you’re missing an opportunity to build your brand on the most important professional networking site in the world. There’s a huge difference between having a page and having a brand on LinkedIn. If you have a profile page, but never post content or engage with the newsfeed, that’s all you have – just a page. Essentially, you’re invisible on the platform. However, if you consistently post content, interact with your network and add value to your followers, then you’re building a brand!

In recent years, Anthony Jones has been highly active on LinkedIn, posting more than 1,000 pieces of content that
generated 6 million views and grew his network to 35,000 followers. During this session, He’ll share his story and the most important lessons learned along the way. He’ll teach you how to develop a content strategy that will establish yourself as a thought leader in your industry, build your network more effectively and develop your brand.

Here’s the good news: It’s much easier than you think!

Anthony Jones is the Director of Digital Media & Marketing for Ducks Unlimited, the world’s leader in wetland and waterfowl conservation. For the last 19 years, he’s led a team responsible for the organization’s website, social media, email marketing, online fundraising and mobile applications.

Anthony is also a highly recognized face on LinkedIn. Since 2016, he’s worked to build his brand through a unique content marketing strategy. He now shares many of these tips for free on his LinkedIn profile. He also provides consulting and coaching services, helping people transform their profile pages into powerful brands for themselves and their organizations.

Anthony graduated from the University of Mississippi in 2001 with a Bachelor of Business Administration degree. He is an avid outdoorsman, hunter and conservationist and enjoys passing down those values and traditions to his two young sons.

Live Speaker Interviews and Q&A

Join Nathan & Brady for live interviews and Q&A with NIO Summit speakers

Quick Tip: NationBuilder

Brought to you by:

A quick fundraising tip from the folks at NationBuilder.

Speaker details coming soon!

The Decision Journey: How to Create Intentional Content that Donors Can't Ignore
Relevance is the killer app in today’s always-on media landscape. Yet, most content strategies miss the mark by trying to appeal to everyone rather than key stakeholders whose attention we must capture. 

Marketing strategist Lauren Teague demonstrates how to taking content efforts to the next level through hyper-relevancy and pinpoint delivery that your donors can’t ignore. Using a proprietary journey map she developed with colleagues at Convince & Convert, Lauren explains how to determine what donors think and feel and how your organization can proactively respond in the right way. 

By the end of this session, you’ll glimpse the transformation that occurs internally and externally when you never have to wonder what content to create next. 

You’ll learn: 
  • How to build and implement a complete audience journey framework that considers every audience segment at each journey stage 
  • Intentionally develop new content in a format that captures donors’ attention
  • Share content at the right time and place to guide your donors.

Lauren Teague is a digital native and marketing strategist. For 15 years, her career has weaved through media, startups, non-profits, event management, and professional sports — including seven seasons as the original voice of @PGATOUR social media. 

Lauren is powered by collaboration. She contributes to Convince & Convert, Brain+Trust Partners, and Sports PR Summit, when not on stage or leading workshops. She serves as President of her kids’ co-op preschool and co-hosts the Mom Buns Podcast. Connect with Lauren on social media at @LaurenTTeague. 

List Building: How to Find and Attract a Loyal and Passionate Audience

Detailed description coming soon.

Jen Boulden:

Following a decade running marketing for NYC Internet startups, Boulden received a “green MBA” on full scholarship from George Washington University. Upon graduating with honors, she co-founded IdealBite in 2005, a daily email dedicated to “light-green living.” The digital media venture grew rapidly by leveraging private equity capital, good business & branding sense, email list building techniques and a deep passion for building a movement. Within 3 years, Ideal Bite was acquired by The Walt Disney Company. After serving as a Vice President at Disney for several years, Boulden shifted gears to have 2 legged and 4 legged babies on her farm. She believes her greatest contribution is to work with promising leaders who can be a counterforce to our outmoded capitalistic structure via ‘conscious capitalism.’ Her commitment to pitch-perfect messaging and email marketing is now at the cornerstone of HigherU.

Amanda Steinberg:

Amanda’s founded multiple businesses in finance, media, and politics. In 1999, she launched her first digital agency serving progressive non-profits and mission-based businesses. In 2009, she founded DailyWorth, a startup focused on women’s financial prosperity. As CEO of DailyWorth, she raised $9M in venture capital and grew its audience and email list to 1.2M email subscribers. DailyWorth was acquired by HerMoney Media in 2017 Amanda then joined Revolution Messaging as CFO/CRO through its sale to Upland Software. Most recently, Steinberg led digital fundraising for Marianne Williamson for President. She’s a graduate of Columbia University with a degree in Urban Studies. Based in Philadelphia, she’s raising two teenage children while caring for two large, orange Maine Coon cats. Amanda’s expertise growing social movements through digital mastery is now leveraged by all at HigherU.

Live Speaker Interviews and Q&A

Join Nathan & Brady for live interviews and Q&A with NIO Summit speakers

Quick Tip from American Philanthropic: 3 Simple Ways to Integrate Digital and Direct Mail

Brought to you by:

American Philanthropic - NIO Summit Sponsor logo

Nonprofits that create a multi-channel experience by integrating digital outreach and direct mail are more likely to increase donor retention and improve total giving per donor.

Carolyn Novello brings several years of digital marketing experience to American Philanthropic. Previously, Carolyn served as a Senior Account Manager at Stripes Agency. In her tenure there, she oversaw over $4MM in annual media spend for a diverse roster of clients, including several of the nation’s leading nonprofits. She has managed direct response campaigns on Facebook, Google, LinkedIn, and several other social platforms. Carolyn has a bachelor’s degree in English and politics from the University of Dallas. She is a proud Army wife and works remotely out of Dallas, Texas.

Differentiation Strategy: What It Is, Why It’s Critical, and How To Get It Right

No nonprofit starts out with the goal of blending in. Yet, standing out from the crowd is one of the biggest challenges that nonprofit marketers & fundraisers continue to face.

Wanting to be different is one thing, but how do you achieve it? The answer, in many cases, can be found in creating an effective differentiation strategy.

This session will explore what a differentiation strategy is, when it can be helpful, and the times it may not be as effective.

We’ll also look at some organizations and companies that differentiated themselves successfully.

Peep’s unusual name (to most people) is actually pronounced ‘Pep Laya’. He is from Estonia, but lives in Austin, TX (still spends his summers in Europe to escape the Texas heat).

Peep is an entrepreneur and a conversion optimization champion. He is passionate about driving change and growth through digital optimization.

He spends most of his time today on making top 1% marketing know-how available for everyone through CXL Institute.

Brady Josephson, NextAfter - NIO Summit speaker
Fundraising Treats: 5 Tips - How Farming, Les Miserables, and Inclusion Can Improve Your Email Marketing

Email is often the most important driver of online revenue for nonprofits but revenue isn’t the goal… engagement is. Donations are a byproduct of highly engaged people who value the emails you send them on a regular basis. This session will make the case for engagement and give you 5 actionable tips to increase yours to raise more money.

Brady is the Managing Director of the NextAfter Institute where he performs original research, develops evidence-based resources, and provides data-driven training to help organizations raise more money online to fund their life-changing work. 

A charity nerd, adjunct professor, and international speaker, his thoughts have been featured in The Huffington Post, NPR, and The Chronicle of Philanthropy among others. He was the lead researcher and author of The Canadian Online Fundraising Scorecard, The State of Nonprofit Donation Pages, and The State of Nonprofit Email Cultivation. Brady is also a host of The Generosity Freakshow — a podcast discussing how we can improve, optimize, and grow giving and an adjunct professor at North Park University’s School of Business and Nonprofit Management.

Before coming to NextAfter, Brady worked for the company he started, The Josephson Group, which founded Shift, a digital agency, and Nonprofit Supply Co., a Google Ad Grant advertising service.

How to Magically Connect with Anyone

Anxiety is up. Morale is down. Loneliness is at record highs. And to top it off, a pandemic wiped out in-person communication for over a year. Now that there’s a light at the end of the tunnel, it’s time to rediscover the beauty and power of human connection.

Brian Miller transformed from a child with debilitating social anxiety into a nationally touring magician. For 10 years he learned how to understand different perspectives, whether it was 1000 strangers in a theater, or the key decision maker over coffee. Now he teaches human connection to organizations, educators, and healthcare institutions around the world.

In this presentation you’ll see jaw-dropping magic, hear hilarious stories from a career in entertainment, and learn the true secret to connecting with anyone. Your job, and your life, depend on it.

Brian Miller is an accomplished magician, corporate keynote presenter, and youth motivational speaker who shows his audience the ways magic can teach us to connect deeply with others.

Live Speaker Interviews and Q&A

Join Nathan & Brady for live interviews and Q&A with NIO Summit speakers

Day 1 Wrap Up

Join Nathan & Brady as we wrap up day 1 of the NIO Summit. Stick around till the end for swag giveaways and prizes.

Thursday, Sept. 23rd: Day 2

Live Stream Day 2 Kickoff

Welcome to Day 2 of the 2021 Nonprofit Innovation & Optimization Summit!

Join Nathan & Brady on the live stream kickoff at 8:50am for a quick welcome and details about what you can expect out of the 2nd day of NIO Summit.

NIO Summit 2021 logo
Welcome to Day 2 of NIO Summit 2021

Rise and shine! It’s day 2 of the Nonprofit Innovation Summit. We’ll start our day with a recap of day 1, a sing-along song, and some activities to get ready for another day of learning together.

Courtney Gaines, NextAfter - NIO Summit Speaker
The Welcome Series: What It Is, Why It Matters & How to Put One to Work for You

Detailed description coming soon.

Courtney Gaines serves as Vice President of NextAfter. Courtney’s extensive nonprofit background fuels her desire today to help nonprofits recognize the value they add to people’s lives.

Courtney loves to help nonprofits innovate and optimize their fundraising and marketing—which led her to NextAfter. Before she joined the team, she led the digital marketing and fundraising for a $110MM radio, publishing, and education nonprofit. She has developed and directed multiple innovative, multi-channel fundraising and content marketing campaigns and led an enterprise content strategy.

The Catalyst: How to Change Anyone’s Mind

What do you want to change? Everyone has something they want to change. Employees want to change their boss’ mind and leaders want to change organizations. Marketers want to change customers’ minds and spouses want to change their partner’s opinion. Parents want to change their children’s’ behavior, startups want to change industries, and non-profits want to change the world. But change is hard. We push and push, but often nothing happens. Could there be a better way? The Catalyst: How to Change Anyone’s Mind introduces a revolutionary approach to change. Successful change isn’t about pushing harder or exerting more energy. It’s about removing barriers. Overcoming resistance by reducing friction and lowering the hurdles to action. Discover the five hidden factors that impede change, and how by mitigating them, you can change anything.

Jonah Berger is a marketing professor at the Wharton School at the University of Pennsylvania and internationally bestselling author of ContagiousInvisible Influence, and Catalyst

Dr. Berger is a world-renowned expert on change, word of mouth, influence, consumer behavior, and how products, ideas, and behaviors catch on. He has published over 50 articles in top‐tier academic journals, teaches Wharton’s highest rated online course, and popular outlets like The New York Times and Harvard Business Review often cover his work. He’s keynoted hundred of events, and often consults for organizations like Google, Apple, Nike, and the Gates Foundation.

Live Speaker Interviews and Q&A

Join Nathan & Brady for live interviews and Q&A with NIO Summit speakers

Quick Tip: Fundraise Up

Brought to you by:

A quick fundraising tip from the folks at Fundraise Up.

Salvatore joined Fundraise Up after first being a customer who fell in love with the product, then as an investor, and then joining team.

Salvatore served as Digital Director in a nonprofit with $50M annual budget and managed their online giving. His prior experience includes co-founding a startup that reached $1M in ARR without venture funding.

Sal’s superpower is bridging the gap between the tech and human worlds. Developers love and respect Sal for his technical expertise as do the customers who appreciate his ability to explain complex tech in human language having been a digital director himself.

Sal spends his day educating potential nonprofits about the product, onboarding customers, and developing and executing technical integration plans. He travels with Peter to conferences, meeting customers and promoting the product. Sal speaks fluent Italian and Spanish.

Insights, Intelligence, Activation – How to Leverage Insights and Intelligence to Increase Engagement and Raise More Money!

From basic qualitative insights, to advanced analytics and intelligence, organizations today have the opportunity to learn from their stakeholders and donors and acquire actionable intelligence to inform their marketing and advertising more strategically than ever before.

Leveraging the value of research, intelligence and data to fine-tune your messaging will help your organization better engage and activate its donor base, members, and supporters. But, where do you start? How do you acquire accurate and actionable data? How can you leverage digital tools, surveys, social media and web analytics to form a foundational base of knowledge?

Ben Smithee is an expert in marketing research and digital advertising. His firm has worked with for-profit and nonprofits brands and organizations around the world, including McDonalds, General Mills, Coca-Cola, The American Cancer Society, Big Brothers Big Sisters of NYC, and more. His engaging and high-energy presentation will help you not only understand how to leverage insights and intelligence for your organization, but also the tangible steps and tactics you can use immediately. Equal parts information, inspiration and activation – you will leave ready to grow your organization!

Ben’s entrepreneurial journey began when he co-founded one of the first Millennial-focused research and strategy firms in 2009. In 2015, Ben launched The Smithee Group, a Digital Growth Agency with a mission to empower entrepreneurs and businesses to dream bigger and achieve multi-generational integrity.

Ben has spoken to audiences around the world in over 20 countries, across 6 continents. He’s regarded as a go-to expert in digital marketing, the future of retail, and the Millennial and Gen Z consumer segments. He’s the recipient of the American Marketing Association’s Marketer of the Year Award and has hosted top-rated weekly TV segments on WFAA’s Good Morning Texas, and The Broadcast.

He is most passionate about the work he does on the Board of Trustees for Big Brothers Big Sisters of NYC where he currently resides with his equally-ambitious wife, Nicole. He has been matched with his Little Brother, Evin, since 2015.

Ben currently serves as an Advising Partner to Aquilla Educational Resources, creating innovative approaches to CTE curriculum that prepares HS students for today’s dynamic business environment. He sits on the Board of Directors for the Women’s Jewelry Association, as well as Gem Legacy, which supports the artisanal mining communities in East Africa with education, training, childcare, healthcare, and business opportunities. When not in the business and non-profit worlds, you can find Ben on the track racing cars, on the slopes snowboarding, or on the links playing golf.

Fundraising Treats: Donation Page Friction

A quick lesson in how to reduce donation page friction from Beatriz Jimenez at NextAfter.

Beatriz’s background is a bit on the unconventional side. After graduating from the University of North Carolina at Charlotte with a criminal justice degree, she decided to not use her degree at all and commission into the Air Force. There she spent seven years as an Intelligence Officer, where she supported missions as an analyst throughout the Middle East region.

After deploying three times to the region, she became passionate about wanting to help the growing refugee crisis. So she decided to take the risk and explore other career options outside of the military. All she knew was that she wanted to help others and use her love for analyzing data to do so.

She stumbled upon NextAfter as she was running her online baking fundraiser, B’s Baking for a Better Future, where she was raising money for children affected by war and conflict. She looked up “ways to optimize online fundraising,” and BAM! She came across this company. Now here she is as a research associate, using her sweet analysis skills to create and publish research projects on how to optimize online fundraising. It all came full circle. 

When she isn’t baking and consuming dangerous amounts of coffee, she’s probably hanging out with her two terriers, Bailey and Spartacus, and telling them how cute they are every five minutes.

Nathan Hill, NextAfter - NIO Summit Speaker
The Year - End Fundraising Playbook: Crafting an Online Year-End Fundraising Strategy Based on Research and Testing

In this session, you’ll learn the fundamentals of crafting a high-converting year-end fundraising campaign using your online channels. We’ll look at what kinds of emails to send, how to ensure they make it to your donors during the most chaotic email marketing month of the year, and key research on how nonprofits are using multichannel fundraising to improve their year-end results.

Nathan is the Marketing Director at NextAfter and is singularly focused on equipping nonprofit marketers and fundraisers with tested and proven strategies to increase their reach, revenue, and impact.

Prior to joining NextAfter, Nathan worked on the digital marketing and fundraising teams for a major Chicago-based nonprofit including coordinating and executing online fundraising and marketing initiatives for multi-million dollar giving campaigns.

Live Speaker Interviews and Q&A

Join Nathan & Brady for live interviews and Q&A with NIO Summit speakers

Quick Tip: iDonate

Brought to you by:

A quick fundraising tip from the folks at iDonate.

Ray is the CEO of iDonate, a company that provides nonprofits with technology solutions to do more good in the world. Ray’s experience in launching, building and helping businesses succeed spans nearly three decades, including various leadership positions in technology companies. Previously, he served as President of the Venture Capital group of Koch Industries, one of the nation’s largest private companies, where he oversaw numerous technology investments. Ray currently serves as a Board member of the Highland Park chapter of KLIFE – a faith-based ministry for students and also sits on the Board of the greater Baton Rouge/LSU area Young Life ministry.

How to Strengthen Your Fundraising by Embracing Your Mistakes

None of us are perfect. But the way we deal with mistakes can make a big difference in our performance. Tobes Kelly from UNICEF will share some of the mistakes he and his organization have made and how embracing and learning from mistakes can lead to a stronger fundraising program.

Tobes Kelly is VP and Head of Digital (Marketing, Revenue & Operations) at UNICEF. He is a humanitarian, global leader and change maker – with a track record of delivering record-breaking revenue results, setting bold strategic vision, providing leadership, partnership, and social impact to high growth start ups, B2B and B2C global enterprises, INGO’s and UN agencies.

Chris Mercer - speaker at NIO Summit 2019 - photo
Taming Tag Manager to Grow Your Donations

Google Tag Manager is the perfect tool to help you “see” how your potential donors are interacting with your site. Better yet, it can tell Facebook and Google Ads which of your users are more likely to donate, and which of them need a little more information before they’re ready. Perfect for beginners and experienced users alike, you’ll leave this session with solid steps to take as you can begin using Google Tag Manager to support your fundraising efforts.

Chris “Mercer” Mercer is considered an authority in helping marketers know their numbers in an easy-to-understand manner.

Apart from training people how to measure and improve their sales funnels, he is a top contributor and speaker at multiple analytics and optimizations conferences and blogs like ConversionXL, Content Jam, DigitalMarketer, Traffic & Conversion Summit, Social Media Examiner and more.

Live Speaker Interviews and Q&A

Join Nathan & Brady for live interviews and Q&A with NIO Summit speakers

Quick Tip: Year-End All Stars - What To Learn from Classy's Most Successful Year-End Campaigns of 2020

Brought to you by:

Year-end giving is a crucial moment in all nonprofits’ fundraising efforts. In 2020, on Classy’s fundraising platform alone, 28% of annual online donation volume occurred between Giving Tuesday and December 31. In this session, join Jenna Lichtig, Director of Commercial Sales at Classy, as she walks through Classy’s findings from some of the top year-end fundraising campaigns in 2020. She’ll dissect the best practices these campaigns followed, common themes among the group, and the year-over-year giving trends (informed by Classy’s platform data).

Jenna Lichtig brings over 10 years of technology sales and nonprofit experience to the social sector industry. As an individual who thrives in relationship building and helping organizations solve for their challenges, Jenna has worked with some of Classy’s largest clients over the last 8 years and continues to bring insights and value to new clients. She has a passion for supporting organizations that help children thrive and is a longtime supporter of International Aid Foundations.

Left-Brained Creative: A Data-Driven Process for Impactful Storytelling
We’ve all been there: struggling to come up with a creative new way to frame the same issue to the same audience to raise money and generate actions. 
Karen has always been a data person – left brained and logical. But she has also written creative fundraising appeals that raised tens of thousands of dollars and crafted campaign concepts for some of the world’s largest nonprofits. How? Through effective brainstorming, many trials, and a whole lot of error. 
This session will jumpstart your creative process – no matter what your natural inclination – so you can spend less time struggling and more time crafting creative messaging that works.

Karen has recently taken up the helm as Performance Marketing Strategist at Razorfish, where she’s helping brands understand what their data is telling them. Before that, she spent nearly a decade at M+R, building their testing team from the ground up, managing email marketing, drafting creative briefs, implementing social media advertising, and building SMS programs. When she’s not geeking out at marketing conferences or working remotely from her living room, she sings in a symphonic choir in Washington, DC, and spends as much time as physically possible on her bike.

Fundraising Treats: Using Data to Inform Recurring Giving Campaigns

A quick lesson in using data to inform your recurring giving campaigns.

Kevin serves as the chief digital strategist for many different nonprofit organizations served by NextAfter. He helps them to raise more money and acquire more donors through testing and optimization.

Using his background in data science and digital marketing, Kevin works with NextAfter clients to create long-term fundraising strategies based upon historical data trends and through the continuous optimization that comes from rigorous testing.

As Chief Technology Officer, he is also spearheading the efforts to improve NextAfter’s data and technology capabilities by:

  • Creating custom software that makes A/B testing easier and more efficient (
  • Implementing advanced data tracking and modeling across multiple channels
  • Developing a data warehouse and custom reporting dashboards to offer deeper donor insights

With the ultimate goal of helping nonprofits be more efficient and more successful using the best software and techniques developed in the for-profit industry.

Prior to joining NextAfter, Kevin served in a variety of capacities ranging from digital strategy, web development, and data analytics. This included the management of a team of web developers and data analysts as well as overseeing the strategic fundraising programs of nonprofit organizations such as Washington National Cathedral, the Chronic Disease Fund, and Buckner International.

He has his undergraduate degree in Computer Science and has a master’s degree in Education, both from Texas A&M University.  Kevin, his wife, and two children reside in Frisco, TX.

Digital-First Fundraising

Detailed description coming soon.

As President of NextAfter, Jeff is responsible for leading client relationships by growing the capacity and effectiveness of their digital fundraising programs. Since joining NextAfter in 2014, he’s helped lead research efforts to produce large conversion increases for more than 40 nonprofit clients.

Before NextAfter, Jeff lead the digital marketing department for Mark Cuban’s television network, HDNet (later AXSTV). He also ran marketing and membership at North Texas Public Broadcasting, Dallas’ triple-affiliate public broadcasting station.

In his decade-long nonprofit career, Jeff has consulted with many organizations including Compassion International, Mercy Ships, Feed the Children, Hillsdale College, Dallas Theological Seminary, CaringBridge, and several others, helping grow their digital fundraising programs and attract new supporters, donors, and dollars.

Jeff has spoken at a number of national nonprofit conferences including TEDx, the Direct Marketing Association Nonprofit Federation, Association of Fundraising Professionals International, DonorDirect, Missio Nexus Conference, and the National Catholic Development Conference.

Originally from Nashville, Tennessee, Jeff, his wife, and four kids live in the Lake Highlands area of Dallas, Texas. Jeff is a graduate of Abilene Christian University, where he majored in communication.several

NIO Summit Wrap-up & Send Off

Join Nathan & Brady for closing comments and final prize giveaways.

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The Nonprofit Innovation & Optimization Summit is presented by NextAfter. 5810 Tennyson Parkway, Suite 102, Plano, TX 75024