Roundtables

Monday 8-9 a.m.

(Development)

Beyond Our Borders--International Fundraising

Roundtable 1

— Martin Limbird, Director, International Advancement, Ball State University

Changing Landscapes--Transitioning Into Higher Education

Roundtable 2

— John Courtney, Director of Development, School of Business Administration, University of Dayton

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(Alumni, Communications, Development)

The First 100 Days--How to Hit the Ground Running

Roundtable 3

— Matthew T Herek, Assistant Director, Young Alumni, Northwestern University

Why Gift Annuities Make Sense in the Current Economy

Roundtable 4

— Jane Goodnight, Director of Trusts and Estates, University of Minnesota

(Communications)

Marketing and PR During Presidential Transition

Roundtable 5

— Lenore Borisova, Web/Marketing Coordinator, University of Illinois

Distinctive Alumni Programs--New Trends to Enhance Alumni Engagement

Roundtable 6

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(Development, Advancement Services)

Prospecting--Wrapping Your Hands Around Your Universe

Roundtable 7

— Evan Lichtenstein, Senior Director of Development, Miami University

Creating a Pod Cast

Roundtable 8

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(Alumni, Development)

The Future of Affinities and Reunions

Roundtable 9

— Jennifer Bergman, Assistant Director of the Annual Fund, Ohio Wesleyan University

(Development)

The Campaign's Over--Now What?

Roundtable 10

— Jeri Kozobarich, Director, Major Gifts, Denison University

(Alumni, Development, Management, Two-Year/Independent Schools)

Building Campus Partners

Roundtable 11

— Guy Adams, Consultant, Gonser, Gerber, Tinker, Stuhr

In-house Data Mining: Strategy, Staff, and Software for do-it-yourself Analytics

Roundtable 12

— Josh Birkholz, Bentz, Whaley, Flessner

Don't Get Burned: Hot Topics in the Law of Fundraising

Roundtable 13

— Phil Purcell, Vice President for Planned Giving and Endowment Stewardship, Ball State University

(Alumni, Communications, Development, Management, Newcomers, Executives in Advancement)

Strategic Career Options

Roundtable 14

— Amy Lavi, Talent Management--Office of University Development , University of Michigan

— Paul Harkins, Director, Mid Atlantic Region, Major Gifts, University of Michigan

(Alumni, Development)

Other Duties As Assigned: Taking on an Interim Role

Roundtable 15

— Mike Kumler, Director of Development, Student Affairs, Miami University

(Alumni, Communications, Development, Two-Year/Independent Schools)

The Phone Center: Alternative Uses for Your Phone Shop

Roundtable 16

— Andrew Bixel, Graduate Assistant--College Student Personnel, Miami University

(Two-Year/Independent Schools)

Starting From Scratch: Creating a Comprehensive Advancement Program for Regional Colleges

Roundtable 17

— Mary Bennett, Director of Development, Miami University, Hamilton Campus

(Development, Management, Two-Year/Independent Schools)

Win Major Donors by Spinning the Legacy Wheel

Roundtable 18

— Carolyn Friend, Co-Founder, Gen-T Legacy Institute

— James Weiner, Co-Founder, Gen-T Legacy Institute

(Development, Management)

Academic Health Centers and the Future of Fundraising

Roundtable 19

— John Gillespie, Vice President for Development and Alumni Affairs, University of Cincinnati Medical Center

(Communications)

Prioritizing Communications--When Everything's an "ASAP"

Roundtable 20

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Monday 12:30-1:30 p.m.

(Development)

Gets Along Well With Others: Creating a Principal Gifts Office

Roundtable 1

— William F Shockley, Senior Director of Principal Gifts , Miami University

(Development, Two-Year/Independent Schools)

Measuring Stewardship

Roundtable 2

— Heather Kauffman, Director of Stewardship, Miami University

— John W. Altman, Campaign Steering Committee, Stewardship Chair, Miami University

(Development, Management)

Launching and Growing Your Women's Philanthropy Program

Roundtable 3

— Martha Taylor, Vice President, University of Wisconsin Foundation

(Development, Management, Two-Year/Independent Schools)

Life on the Road---Travels with My Dean

Roundtable 4

— Kelly Shrock, Associate Executive Director of Development, Ball State University

(Development)

Closing Your First Major Gift--Steps to Insure Development Success

Roundtable 5

— Guy Adams, Consultant, Gonser, Gerber, Tinker, Stuhr

HR Issues--Considerations in Today's Hiring Market

Roundtable 6

— Evan Lichtenstein, Senior Director of Development

Your Own Backyard--Prospecting Locally

Roundtable 7

— Jill Wilhelm Gaby, Director of Regional Development, Miami University

(Alumni, Communications, Development, Advancement Services)

Anniversaries: A Booster Rocket of Opportunity

Roundtable 8

— Beth Halleck, Sesquicentennial Coordinator, Winona State University

(Alumni)

Student and Alumni Relations: If we build them will they come back?

Roundtable 9

— Sandy Ellinger, Associate Director of Alumni Relations, Denison University

(Web)

Linked-Face-Tube-Space--Using The Latest Web Tools to Advance Advancement

Roundtable 10

— Emily Berry, Associate Director, Miami University

(Development, Management, Two-Year/Independent Schools)

Gift Accounting

Roundtable 11

— Lori Green, Director of Investor Relations, Otterbein College

(Alumni, Development, Two-Year/Independent Schools)

Phone Shops--The Swiss Army Knife of Advancement

Roundtable 12

— Phil Greazel, Telefund Program Manager, University of Iowa

(Alumni, Development, Two-Year/Independent Schools, Advancement Services)

Donor Recognition at Various Levels

Roundtable 13

— Christine Alwood, Director of Stewardship and Donor Relations, Central Michigan University

(Development, Management, Two-Year/Independent Schools)

Building Intergeneration Bridges for Major Donors: An Enduring Strategy

Roundtable 14

— Carolyn Friend, Co-Founder, Gen-T Legacy Institute

— James Weiner, Co-Founder, Gen-T Legacy Institute

(Development, Management, Two-Year/Independent Schools)

Have I Got a Deal For You: Complicated Gifts

Roundtable 15

— Jayne E Whitehead, Vice President, University Advancement, Miami University

(Alumni, Development, Two-Year/Independent Schools)

Recognition--New Ideas

Roundtable 16

— Michael Doyle, President, Motivational Designs

(Communications)

Going Green: Advancement's Carbon Footprint

Roundtable 17

—

(Alumni, Communications, Development, Management, Two-Year/Independent Schools)

Managing A Gen Y Staff

Roundtable 19

— Kirk Bogard, Senior Director of Development, Miami University

The Future of Direct Mail

Roundtable 18

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Tuesday 8-9 a.m.

(Newcomers)

Viral Marketing--How has Obama Changed Fundraising?

Roundtable 1

— Susie Sadler, Director of University Projects, Miami University

— Emily Berry, Associate Director of Annual Giving, Miami University

(Communications)

Timely Media

Roundtable 2

— Ginny Hudak David, Associate Director, University Relations, University of Illinois

The Care and Feeding of Volunteers

Roundtable 3

— Jill Gaby, Senior Director of Regional Development, Miami University

Exit Interviews--Growing the Next Role for Volunteers

Roundtable 4

— Brad Bundy, Associate Vice President, Miami University

(Communications, Development, Management, Two-Year/Independent Schools)

Extending the Campaign--Issues to Consider

Roundtable 5

— Kevin Marks, Senior Director of Development--Campaign Services, Miami University

(Development, Two-Year/Independent Schools)

Wrapping the Gift of Education: Legal Issues in Scholarship Fundraising and Stewardship

Roundtable 6

— Phil Percell, Vice President for Planned Giving and Endowment Stewardship, Ball State University

(Alumni, Development, Management, Two-Year/Independent Schools, Executives in Advancement)

A Hurricane on Wall Street---How the Events of 2008 Impact Advancement

Roundtable 7

— Kirk Bogard, Senior Director of Development, Miami University

(Alumni, Development, Management)

I am Pleased to Introduce the President--Welcoming a New Leader to Campus

Roundtable 8

— Jayne Whitehead, Vice President, University Advancement, Miami University

(Alumni)

Alumnae Programs--What Women Want

Roundtable 9

— Karen Conway, Director, Alumni Academic Programs, University of Notre Dame

(Alumni, Development)

What Can the Publics Learn From the Privates

Roundtable 10

— Julie Houpt, Vice President, University Resources and Public Affairs, Denison University

(Alumni, Development, Two-Year/Independent Schools)

Building a Comprehensive Program for Regional Campuses

Roundtable 11

— Mary Bennett, Director of Development, Miami University--Hamilton

(Advancement Services)

Where have you been? How to Keep From Losing Young Alumni

Roundtable 12

— Meridith Spille, Director, Annual Giving, Miami University

(Alumni, Development, Two-Year/Independent Schools)

Anniversaries--A Booster Rocket of Opportunity

Roundtable 13

A repeat from Monday!

— Beth Halleck, Sesquicentennial Coordinator, Winona State University

(Development)

Pushing Them Out of the Nest--When Are They Ready to Hit the Road

Roundtable 14

— John Courtney, Director of Development, School of Business Administration, University of Dayton

(Alumni, Communications, Development, Management, Two-Year/Independent Schools, Executives in Advancement)

The Daily Grind--Staying Motivated

Roundtable 15

— Mike Worley, Executive Director of Regional Programs, Washington University

(Development)

Soliciting Parents: When is the Perfect TIme?

Roundtable 16

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(Communications)

Classy But Cost Effective: Quality Communications on a Tight Budget

Roundtable 17

—

(Alumni, Communications, Development, Management, Two-Year/Independent Schools, Advancement Services)

Balancing Life in the Blackberry Era

Roundtable 18

—

(Development)

Stewardship 360

Roundtable 19

— Lori Green, Director of Investor Relations, Otterbein College

(Communications, Web)

What Does Wikipedia Think of You?

Roundtable 20

— Lenore Borisova, Web/Marketing Coordinator, University of Illinois