Executives in Advancement
Secondary emphases are indicated in parentheses.
Please confirm the session times and locations in the program book you will receive when you arrive at the conference.
Monday 9:00-10:00 a.m.
(Development)
Relation-Based, Mission-Centered, Metrics Driven Development
Mayfair
Development planning is an essential building block to any successful fund development program. However, it is a concept and practice which many individuals and organizations struggle with. Look at an innovative, three-pronged model to guide your development planning activities. First, look at what it means to be Relationship-Based in our approach to this work. How do we, as non-profit organizations, live this out as more than just a concept? Second, focus on being Mission-Centered in our approach to our work. Where do we often go wrong with this approach, and how can week keep our organization's mission at the center of what we do? Finally, we will look at what it means to be metrics-driven. How can we use performance metrics to both motivate and drive our staff toward reaching their full potential, and hold ourselves accountable to the goals we establish? This approach is guaranteed to provide you with a concrete approach to approach development planning at your institution.
— Jeremy Wells, Vice President for Institutional Advancement, Augsburg College
Monday 10:30-Noon
(Development)
Fundraising Counsel: What to Expect When Your Bring on Counsel
Erie
Peter Fissinger's career spans more than 30 years in institutional advancement.
At Campbell & Co., in additional to directing its strategic growth and marketing initiatives, he is actively engaged in designing and providing strategic counsel on fundraising and marketing communications programs for a broad spectrum of organizations in the arts, education, healthcare and conservation, as well as the firm's work with multi-unit, complex institutions.
An insider shares his point of view on what institutions can and should, and should not expect when bringing on counsel. His co-presenter is Shari Rodriguez, Vice President, Advancement, St. Mary's College.
— Peter Fissinger, President, Campbell and Co.
— Shari Rodriquez, Vice President, College Relations, St. Mary's
Monday 1:30- 2:30 p.m.
(Development)
Effective Schmoozer or Major Loser: Mentoring and Managing High-Performing Major Gift Officers
Mayfair
Major gift and corporate/foundation officers are integral to the success of advancement programs. With a relatively long lead time before large gifts will be realized, dollars in the door are a lagging indicator of performance. How can you ensure your gift officers are on track for success? Come learn which important performance metrics to measure and report for major gift success. Discuss the logistics of striking the right balance between accountability and too much time behind the desk recording activity. Learning objectives include important performance metrics to measure and report for major gift success, and important actions to take to help gift officers adjust performance quickly; striking a balance between accountability and too much time recording activity; and application of these ideas at various colleges and universities.
— Anne N. Panter, Director of Major and Planned Givingt, University of Wisconsin - Milwaukee
— Ellen Duero Rohwer, Consultant
Monday 3:00-4:00 p.m.
Meet the 'Pres': Educational Leaders Discuss Philanthropy
Erie
Increasingly, presidents of four-year and two-year institutions as well as heads of schools are being held accountable for the results of their advancement program. What do they need to know to be assured that their advancement program is functioning at its highest level? What information can and should they expect from their advancement professionals? How much time should they be spending on advancement activities. . .and what is the most effective use of their time? What does success look like? Moderator Edith Falk will lead a panel of presidents and heads of schools through a discussion on the issues that are on their minds, what they expect from their advancement staff, and how they want to be held accountable for the results of the advancement program. Our panelists share their views.
— Edith Falk, Chair and CEO, Campbell and Company
— Paul Pribbenow , President, Augsburg College
— Ann Klotz, Head of School, Laurel School
— Michael Schoop, President, Cuyahoga Community College - Main Campus
— Al Bowman, President, Illinois State
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Tuesday 7:30-9 a.m.
Executives in Advancement Breakfast
Mayfair
Join Patrick Rooney, Executive Director of the Center on Philanthropy at Indiana University, for this breakfast discussion directed at development executives and presidents of colleges and universities interested in fundraising and the climate for philanthropy today. It is a researched-based talk using very focused results from several studies conducted by the Center on Philanthropy and CASE.
Key aspects of the presentation will include:
- a brief assessment of the macro picture from Giving USA
- interpretation of the impact of the recession on philanthropy, including giving to education
- how much typical households and high net worth households give overall and give to education specifically
- roles of income and wealth to giving by typical households, as well as the wealthy
- what are predictors of donors being persistent donors
- is philanthropy a core value that is transmitted across generations from parents to their children and grandchildren.
— Patrick Rooney, Executive Director, Center on Philanthropy at Indiana University
Tuesday 9:15-10:15 a.m.
(Development)
The Power of Celebrity: A University President Raises Funds for a US President's Memory
Superior A&B
President Ronald Reagan's graduation from Eureka College, and his continued relationship with the school throughout his life, provided the college with a unique opportunity to leverage its association with the former president for fundraising purposes. Learn how Eureka College built a development strategy around its own famous graduate and in the process created a program of transformational giving at the institution. The formula, our speakers say, can be replicated at virtually any college in the U.S. and beyond.
— J. David Arnold, President, Eureka College
— John Morris, Director of Development for the Ronald W Reagan Leadership Program, Eureka College
Tuesday 10:45-12:15 p.m.
(Development)
Generating Big Ideas and Feasible Fundraising Priorities
Erie
Generating transformational, fundable ideas that help realize a college or university's vision calls for involvement and buy-in from institutional leadership, sophisticated advancement practices, and a deliberate process. Drawing on recent research conducted by the Development Learning Collaborative, this interactive session will:
- dissect the assumptions of the past and rebuild possibilities for the future of the "big ideas"
- cover the landscape of big ideas and examine what gets funded
- identify the goals, criteria, and definitions that are critical for driving the process
- examine possible pitfalls and critical elements for short-term and long-term success
- review roles and tools to best involve faculty, deans, board members, donors and others throughout the process.
— Lisa Calvert, Vice President for Development, Purdue University
— Jennifer Zaslow, Membership Director, Eduventures
— James Acton, Executive Director, Constituent Relations, Valparaiso University