
All Sessions
Advancement Operations 2025
Advancement Operations 2025
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8 Results Found
2:55 PM - 3:45 PM GMT
Data hygiene – the foundations of reporting and insight
Speakers: Alex Hyde-Parker, Fundraising Operations Consultant, Efficient Fundraising Collective
10:45 AM - 11:35 AM GMT
Scholarships: Building Blocks and Success Stories
This is the first of two sessions on scholarships and will focus on the 'what', 'why' and ‘how’. We’ll start by outlining the building blocks for success followed by a panel discussion with practitioners who will share success stories and answer your questions. We’ll cover: what constitutes a scholarship (vs bursary or prize); benefits for institutions/recipients; effective internal communications, governance and efficient processes to enable success.
Speakers: Alison Snookes, Head of Development Operations, Ulster University, Jasmina Novak, Associate Director, Operations and Donor Relations | Advancement, London Business School, Aislinn McVeigh, Stewardship Manager, University of Glasgow
1:55 PM - 2:45 PM GMT
A view from the other side: post CRM-migrations reflections
Back in Autumn of 2019., Kings, Warwick and Southampton explored working together to design and implement a MS Dynamics CRM solution. They have been sharing their stories with the conference since that time. Kings proceeded with the MS Dynamics project, whilst Southampton and Warwick decided to implement BB CRM. Now will all three universities having completed their migrations, in this final chapter of the story, Jennie Moule, will explore with Jenny, Andrea and Dan what they have learnt along the way.
Speakers: Jenny Wills, Associate Director of Supporter Operations, King's College London, Andrea Crowley, Deputy Director of Development (Alumni & Supporter Engagement), University of Warwick, Sarah Howes, Associate Director - Development Services, University of Southampton
1:55 PM - 2:45 PM GMT
Streamlining Gift Submissions
Durham University's gift submission process previously involved an email sent from fundraisers, with subsequent conversations seeking and/or clarifying information. This session covers our journey of building a process within Microsoft 365 that captures all information upfront and has made gift administration at Durham more efficient, collaborative, and transparent.
Speakers: Phil Simpson, Gift Services Manager, Durham University, Adrian Churchman, Data and Systems Manager, Durham University
1:55 PM - 2:45 PM GMT
Getting Campaign Ready
Participants will explore how to ensure your culture and processes are optimised for campaign.
Through the University of Warwick examples attendees will be guided through critical process's that ensure readiness and alignment with goals. You will gain insight and tools to bring your teams on a journey to Campaign readiness.
Intermediate Level
CASE Career level: 3 - 4
Speakers: Josie Brenchley, Head of Systems and Insight, University of Warwick, Rebecca Buckingham, Head of Campaign Planning and Performance, University of Warwick
3:05 PM - 3:55 PM GMT
Paddling fast beneath the surface
We recently launched our first philanthropic campaign.
In this session we will share how we prepared for a successful campaign launch event.
We will cover what worked, what didn’t work and how we will do it differently next time.
We will discuss data segmentation, data quality, sourcing a diverse range of known and new invitees, planning for and producing the event briefing, and working with teams across the office in a high pressure situation.
Speakers: Helen Rosbottom, Development & Gifts Manager, University of Sheffield, Sally Birkbeck, Prospect Researcher, University of Sheffield
10:30 AM - 11:20 AM GMT
Business Continuity in Practice
In July 2023, the University of Manchester lost access to its fundraising and engagement database following a cyber incident. The database returned in March 2024. This session will cover how we reacted in, responded to, and recovered from a business continuity environment to keep our fundraising, engagement and volunteering programmes going.
Speakers: Tom Jirat, Head of Development Services, The University of Manchester
10:30 AM - 11:20 AM GMT
AI in Advancement: From Ideas to Impact - Blackbaud
How do you unlock the potential of AI in your fundraising efforts and drive greater success for your institution? Join the Blackbaud team as they explore the practical application of AI in the realm of fundraising. This session will provide actionable insights and examples of how AI can revolutionise your fundraising strategies and operations and provide a behind the scenes look at how Blackbaud is building accessible, responsible, and powerful AI fundraising features so universities can achieve their missions more effectively.
Speakers: Gethin James, Solutions Architect, Blackbaud