Margaret Hart has worked with thousands of philanthropic organizations, academic institutions, and businesses during her tenure at LexisNexis. As a Client Success Manager, she combines the knowledge gained as a prospect researcher and non-profit development officer, with an understanding of how development professionals need to use information to maximize donations and nurture relationships.

David Fox is a Product Marketing Manager for the Nonprofit segment at LexisNexis, a leading provider of data and analytics solutions. Originally from New Jersey, David now lives in Washington DC with his wife, his dog Marco, and his cat Kennedy. David has volunteered with and donated to nonprofits for over 10 years, supporting social, educational, and global causes. With his experience in organizations like the Blackstone LaunchPad powered by Techstars and Memorial Sloan Kettering, David brings a world of innovation and technical knowledge to the nonprofit industry where he hopes to share insight and information that drives the fundraising success of organizations across the country.

Misa is a leader in the prospect development and DEI space and has frequently shared her vast knowledge and expertise with Apra over her career in prospect development which spans nearly two decades. Misa is Virginia Commonwealth University's Director of Prospect Development, Medical Philanthropy. She is also a senior consultant with The Inclusion Firm and has served in leadership roles within advancement and prospect research at numerous organizations, including the Rhode Island School of Design, the University of Colorado, and the University of Colorado Foundation. 

Casey Hayes-Deats is the general manager of the Contemporary American Theater Festival. She has held various administrative and teaching artist positions with arts organizations in NYC and DC, including TeatroStageFest, Brooklyn Arts Exchange, The Chocolate Factory, and Signature Theatre, in addition to working as a charter school CFO.  She is the co-founder of The Cake Shop Theater and produced the NY premiere of Martin Crimp’s translation of PAINS OF YOUTH, receiving press coverage in the NY Times and Time Out New York. She is a graduate of Columbia University, the Stella Adler Studio of Acting, City University of NY (MA in Applied Theatre) and George Washington University (MBA), where she has served as an adjunct professor of Arts Entrepreneurship in the School of Business. 

Vicki joined the staff of CATF in January of 2016 following eleven years as director of development with the Maryland Symphony Orchestra based in Hagerstown, MD. She was first drawn to fundraising by volunteering at a public radio station and community orchestra, while simultaneously working alongside her father in the operation of a commission agency for Greyhound Bus Lines in Bismarck, ND. Following her father’s retirement, Vicki held progressively responsible fundraising positions at Prairie Public Broadcasting, Wisconsin Public Television, Sacred Heart Benedictine Foundation, WETA-TV & FM, and Maryland Public Television. She has served as a panelist for the Maryland State Arts Council, and been a presenter at the annual West Virginia Arts in Our Communities Conference and for Spektrix software fundraising workshops. She earned her BS in Music Education from the University of Mary in Bismarck. Vicki also performs regularly as a timpanist and percussionist with the Frederick (MD) Symphony Orchestra.

Kelli is the Assistant Director of Development Research, DEI Initiatives at the University of Michigan, where she assists multiple academic units as well as the Alumni Association and the Office of Diversity, Equity, & Inclusion with prospect research, prospecting, and fundraising strategy. Her current areas of focus are diversity, equity, and inclusion and NextGen fundraising. In her role, which seeks to embed DEI practices into prospect development work, she has facilitated a collaborative effort to author a DEI data policy for development, led a project to evaluate bias in wealth screenings, and updated best practices to align with DEI principles.

She is a member of the Great Lakes Prospect Development Forum Planning Committee, and a founding member of Apra Great Lakes Collaborative. She serves on the DEIBJA and Advocacy Committees of Apra, and is the past-president and former Advocacy Lead on the board of the Apra Michigan Chapter.

She has presented at several conferences including APRA-International, APRA-Michigan, and the Great Lakes Prospect Development Forum. She has also presented webinars for APRA-Pennsylvania, OPRN, and APRA-Michigan. 

Valerie Cushman serves as the Senior Director of Alumni Engagement & Inclusion Initiatives at W&M.   Throughout her career her academic and professional work has focused on access to education and equity and opportunity for minoritized communities.  Valerie has served as a higher education leader for over 30 years.  Her career began at Vassar College where she was a member of the faculty and Associate Director of Athletics.   In 1997 she moved to Virginia and Randolph College where she served as the Director of Athletics and Chair of Physical Education for most of her 10-year tenure but served as the Special Assistant to the President through the co-education transition. In 2007, she took on the role of Senior Assistant to the President at Washington and Lee University.

In her current role at W&M she is charged with growing the engagement, leadership and philanthropy of W&M alumni through the lens of 5 intersectional identities – women, Black/African descent, Asian Pacific Islander and Middleastern, Latinx and LGBTQ+.  Outcomes of that work have included the creation of a comprehensive regional engagement program, W&M Women’s Weekend attracting 500 registrants in the first year and the first-ever Black Alumni Reunion.  She and her team have also created volunteer leadership structures within and across these identity communities resulting in the significant growth of underrepresented volunteers in leadership roles throughout campus.  She also established the Alumnae Initiatives Endowment that has grown to $5.4 million in just 5 short years and expendable operating funds for each of the identity-based communities.     

Her educational background includes a B.S. in physical education from SUNY Cortland, an M.S. in sport management from East Stroudsburg University, and a Ph.D. in higher education and cultural foundations of education from Syracuse University.  

Ryann Greifenberger has worked for William & Mary Advancement for 10 years.  Eight of those years were devoted to prospect research.  In the past two years, she was promoted first to Associate Director of Data & Records Integrity and Prospect Development and, more recently, to Associate Director of Gift Administration & Data Integrity.  She is a founding member of the William & Mary Advancement D&I Committee and is passionate about bringing D&I initiatives and actions into all aspects of the Advancement Services workspace.  

As Vice President for University Advancement, Matthew T. Lambert '99 oversees all William & Mary efforts related to alumni engagement, private fundraising and philanthropic outreach, university marketing and alumni communications and career development & professional engagement. Under Dr. Lambert's direction, University Advancement's overarching goal is to create a lasting, robust culture of engagement and philanthropy among the greater William & Mary community.

Engaging students, alumni, parents and friends, employers, corporations and foundations, and faculty and staff is critical to William & Mary's future. As part of William & Mary's commitment to creating a university community that is representative and inclusive of individuals with different backgrounds, talents and skills, University Advancement strives to foster lifelong relationships among all constituents with the university. William & Mary's ability to thrive and advance as a world-class university depends largely upon the active support of all key stakeholders.

Dr. Lambert and the leadership team successfully completed For the Bold: The Campaign for William & Mary in July 2020. The campaign concluded with $1.04 billion raised, ties among alumni and alma mater strengthened and its status as the No. 1 public university for alumni participation cemented several years in a row. Only the university's fourth comprehensive campaign, For the Bold infused revolutionary ideas and bold initiatives into the nation's first university. The campaign led to wide-ranging transformations across the university and new opportunities and experiences for generations of students, faculty, alumni and staff.

In March 2021, the All In Campaign for W&M Athletics was launched with the focused goals of building community engagement, increasing annual giving and raising $55 million by 2023. The All In campaign will build stability, engagement and excellence across W&M's athletics programs and will strengthen the future of the Tribe for generations to come.

A graduate of William & Mary with a bachelor's degree in psychology and sociology, Dr. Lambert earned a master's degree from The Ohio State University, and a doctorate from the University of Pennsylvania. Prior to returning to William & Mary in 2013 as the vice president for university development, he was associate vice president in Georgetown University's Office of Advancement. In addition to teaching undergraduate and graduate courses, he is active in public policy research and scholarship and is the author of the book Privatization and the Public Good: Public Universities in the Balance (Harvard Education Press) and co-editor of Advancing Higher Education: New Strategies for Fundraising, Philanthropy, and Engagement (Rowman & Littlefield). Lambert and his wife, Karen Silverberg Lambert '98, live in Williamsburg with their two sons, William and Harrison.

Dr. Lambert is also chief executive officer of the William & Mary Foundation. As CEO, he works with the Board of Trustees and W&M Foundation staff to ensure the Foundation's stewardship of more than $1 billion in endowments for the benefit of William & Mary. He also oversees Foundation Services, LLC, which is responsible for the management and coordination of services supporting all of William & Mary's affiliated foundations.

Kate Chamberlin is currently Senior Director of Decision Science and Prospect Development at Memorial Sloan Kettering Cancer Center (MSK).  These teams were united in 2019 to cover the application of data to fundraising decision-making at every level, from strategy evaluation, predictive modeling and process improvement to individualized prospect research and portfolio analysis.  Kate came to MSK in 2006 from Columbia University and previously worked at Arts Horizons, a small arts education agency.  She holds a bachelor’s degree in theatre directing and design from Dartmouth College and an MBA from Columbia Business School, focused on economics and strategy.

As a member of the Prospect Intelligence team at UNICEF USA, Max manages data strategy and analytics projects to support prospecting, portfolio optimization, and pipeline development. Prior to UNICEF USA, Max was Assistant Manager, Development Analytics at the John F. Kennedy Center for the Performing Arts in Washington, D.C. Max currently serves as co-chair of Apra's Data Science Committee and is a member of NEDRA. He lives in Portland, Maine.

Carrick Davis is the Executive Director for Prospect Management & Research at UC Davis. In this role, he routinely works with development leadership, translating their business needs into data questions where information can support data-informed decision making. He often delivers recommendations using visualizations to improve organizational data literacy and socialize the use of data when making decisions. Carrick has worked exclusively in the non-profit sector. Before finding Advancement, he first worked with community non-profits mapping geospatial data to support successful grant applications. One summer he worked on a team that did a house-by-house survey of every residential parcel in the City of Detroit, mapping the prevalence of arson or abandoned houses. Since discovering the fields of Prospect Development and Data Science, he has worked at a variety of higher education institutions from small private faith-based colleges to large public land grant universities. As a well-known veteran in the field, Carrick has spoken on numerous topics underneath the data science and advancement umbrellas. He currently serves as Apra's President. He considers both Apra Rocky Mountains and CARA to be his home chapters. He has a BA from Beloit College in Sociology and Health Economics and holds a Master's Degree in Urban Planning from the University of Michigan. He'll complete a MS in Business Analytics from University of Colorado Denver at the end of 2023.

Kelly Douglas loves to advance fundraising efforts through data.  Currently the Associate Director of Prospect Analytics, she has worked for more than a decade at the California Institute of Technology.  She earned her master’s degree in Data Science from the University of Wisconsin.  Kelly has served on the Apra Data Science and Awards Committees and the Board of Directors of Apra’s California chapter.  Her work has been recognized with Gold and Bronze CASE awards and she’s a winner of several dashboarding contests.

Andy McMahon is an Assistant Director, Operations and Prospect Development at the United States Holocaust Memorial Museum. Previously he worked on the Donor Operations team at Share Our Strength, a non-profit that strives to end childhood hunger in the U.S. He graduated from Carleton College in 2009 with a degree in philosophy. He is interested in every aspect of fundraising operations, including donor analytics. He's particularly passionate about using the R programming language, machine learning, SQL, and automation (whenever possible) to optimize the Museum's prospect management. When he's not fundraising or programming, he's dreaming about consuming as much ramen and kombucha as possible.

Andy Schultz’s devotion to philanthropy is evident throughout his 15+-year career in the industry. He finds inspiration daily in applying his specialized skills and expertise in the service of furthering the missions of organizations striving to solve the world’s challenges.

 Andy’s professional experiences focused on child welfare while at the Elizabeth Glaser Pediatric AIDS Foundation and WINGS for Kids, from which he received South Carolina’s “Excellence in Non-Profit Management” award in April of 2007. At BWF, Andy specializes in predictive modeling, analytics implementation, forecasting, scenario simulations, and prospect development optimization. He is passionate about partnering closely with clients to implement sophisticated analytics practices and techniques to advance their fundraising capabilities. He also currently serves as a member of the APRA-NY Board.

“You must live in the present, launch yourself on every wave, find your eternity in each moment. Fools stand on their island of opportunities and look toward another land. There is no other land; there is no other life but this.”Henry David Thoreau

There is never a dull moment outside Andy’s professional work. His favorite pastimes involve enjoying the great outdoors through cycling and hiking as well as spending every moment possible raising his three boys.

Nicole Wittlin is Lead Analyst for Data Management on the Alumni Relations and Development team at the University of Chicago. Prior to this role, Nicole was the Assistant Director of Philanthropy Data at Texas A&M University - Commerce and holds a Master of Science in Data Science from Southern Methodist University (SMU). Additionally, she is a teaching assistant for Coding Dojo’s part-time Data Science Bootcamp. Nicole has a wealth of expertise and knowledge from her work with APRA, CASE, and Women in Data, as well as prior roles at the American Red Cross, NPR’s From the Top, and the Madison Symphony Orchestra.

Ann A. Deppman, J.D., serves as Assistant Vice President, Planned Giving at Virginia Commonwealth University.  At VCU Ann has been charged with building the university’s first comprehensive gift planning program with an emphasis on collaborative fundraising in a highly matrixed organization. Previously, Ann led gift planning efforts at the MCV Foundation on VCU’s medical campus and at Oberlin College. At Oberlin, Ann oversaw a program that was consistently recognized as an industry leader with one of the highest constituent participation rates in planned giving among peer institutions. Ann’s prior experience at Oberlin includes serving as a dean, program director, and pre-law advisor. Ann began her career as general practice attorney. Ann graduated with a B.A. from Middlebury College and received her J.D. from Vermont Law School. She is member of the National Association of Charitable Gift Planners and a board member of the Virginia Gift Planning Council. In her free time Ann enjoys baking, walking her dogs, and spending time with her husband and children.

Wayne is the Chief Development Officer for New Life Ministries, a national charity devoted to helping people with mental health and life coaching from a Christian perspective. Wayne heads fundraising for the organization. Prior to that, Wayne headed planned giving for Intermountain Health Care Foundation, one of the largest healthcare systems in the world. He has served as a consultant to corporations and charities where he advised them on fundraising, sales, customer service and building stronger relationships with customers and constituents. He is a leading expert on planned giving and donor relations. An attorney with more than 20 years’ experience, he has worked with donors on tens of millions of dollars in donations and helped countless nonprofits build effective and dynamic fundraising and planned giving programs.

He is a sought-after trainer, consultant and speaker on motivation, customer service and leadership. In 2014, Fundraising Success Magazine honored him by awarding Wayne “The Most Inspirational Speaker of the Year.” Wayne is the author of six books including: Fundraising for Nonprofit Board Members, which is available on Amazon and at Wayneolson.com. His other works include: The Disney Difference, How to Give a Great Speech or Presentation, Big Gifts, Small Effort, and Think Like a Donor. His newest book, Words of Encouragement, is now available.

Wayne has worked as a consultant or trainer for dozens of charities in Canada and the U.S. Hundreds of charities depend on Wayne to broaden and grow their fundraising. They use his writing in their websites, magazines, brochures and newsletters. He has been published in many periodicals including Planned Giving Today, Advancing Philanthropy, Nonprofit Times, 256 Magazine, and has twice been featured in the Chronicle of Philanthropy.

Wayne has spoken to AFP International Conferences, Mensa, NASA, AFP Congress Toronto, Space and Missile Defense, Synovus Bank, Leadership Huntsville, Rotary conferences, Nonprofit University, National Philanthropy Day and many more.

Wayne has served on the boards of three charitable organizations and volunteers for several more. Wayne earned an undergraduate degree from the University of Florida and a law degree from Stetson University College of Law. He is an Eagle Scout and the father of two Eagle Scouts.

I'm a consummate learner. I'm always learning something new and known for sharing what I’ve learned with others. From the practice of law to fundraising and management positions with Southwestern University School of Law, American Heart Association, Colorado Public Radio, National Multiple Sclerosis Society (HQ), and now at Blackbaud as a strategic analytics professional for 15 years, I've been learning about the planned gift donor and the data behind them. Planned gifts aren’t made in a vacuum; the speed of knowledge in our industry is increasing as are the tools we use to identify the best prospects for these gift types. Nothing is the same as it was when I started fundraising in 1989. Today, teams of data scientists combine thousands of bits of information with AI and robust analytics to understand the donors that make planned gifts. Lawrence and I are honored to share what we've found out to help us all better understand the planned gift donor and explore the data behind them.

I am committed to increasing the effectiveness and efficiency of fundraising and ancillary programs using data-driven strategies

Lawrence Henze is the Senior Principal Analytics Architect for Blackbaud. During his career at Blackbaud, he has worked with nonprofits, colleges, and universities in both consultative sales and strategic implementation roles to encourage and facilitate the use of predictive analytics and related tools to promote fundraising success.

Before joining Blackbaud, Lawrence founded Core Data Services, a groundbreaking analytics approach to fundraising, in 1998. (Blackbaud purchased Core Data in 2001, creating Blackbaud Analytics). Lawrence’s experience as a development officer at Carroll University (WI), the University of Wisconsin Foundation (Madison), and the University of Dayton provided the understanding and motivation to use statistics to challenge fundraising axioms and create data-driven solutions.

Matt Thompson is Senior Director and Head of Education & Healthcare at Altrata. Matt joined the Altrata team in 2019 and has excelled recognizing opportunities and maintaining long-lasting partnerships thanks to his comprehensive product knowledge and understanding of industry trends.  

Matt has extensive sales experience having worked as a Strategic Account Executive for Blackbaud for more than 4 years.

Matt also holds a Bachelor’s in Psychology from the University of Iowa.

Katie Pierce has a B.A. in Physics from Hamilton College and is currently in the Applied Data Science M.S. program at Syracuse University.  She is the Assistant Director of Data Analytics in the office of Prospect Development and Analytics at Syracuse University where she develops analytic tools for pipeline analysis, forecasting, predictive analysis and data visualization reporting for both senior leadership and school/unit officers.

Lindsay Scheuer joined Syracuse University's Prospect Development & Analytics team in 2017, having previously worked in relationship management roles in secondary education and professional theater. She leads a team that directly supports advancement operations through strategic planning, goal setting, prospect pool development, and portfolio review.