Hybrid and remote work policies, and opinions, continue to evolve as we head further into post-pandemic work life. Join us as we explore the nuances of various work modalities, addressing the unique demands and expectations faced by advancement teams. We will apply data trends and insights from multiple organizations as a jumping off point for a robust discussion on lessons learned and ideas for the future, from the perspectives of both those managing and those being managed.

I don't even have to cite the statistics around the difficult hiring market, we all are feeling the pain every time we go to hire. Everyone is struggling to find talent and the candidate pools just seem to get smaller and smaller. With almost 10 years of experience in Higher Education and Talent Acquisition, I'm here to offer you some industry best practices and tested examples of how we're tackling the hiring problems at Ohio State University.

Metrics are ever-present in development shops around the country. But how do you make them simple, effective and powerful? How can you make sure your metrics also incentivize a development officer to stay at the institution? In this session, we will examine the metrics journey for both Vanderbilt University and Bellarmine University, two development offices on different scales, but utilizing the same fundamental framework to motivate their fundraisers to year over year success and retention. We will also cover: • Creating a cultural behavior around metrics, not a “gotcha” atmosphere • Balanced and custom metric designs for each individual development officer depending on experience, unit coverage, 3-year averages, and a variety of other factors • Formulaic financial incentive programs from a large budget operation to a small budget operation • Clear career ladders and performance expectations for each development officer We encourage you to attend what is sure to be an engaging and lively discussion.

Portfolio management approaches are constantly evolving. From utilizing analytics to track portfolio performance to consulting with Prospect Development for routine portfolio reviews to determining the most helpful key performance indicators for leaders to stay up-to-date with their fundraisers' portfolios, today's fundraising climate requires a customized approach to portfolio management. Fundraisers contribute expertise about donors and prospects. Prospect development staff provide expertise with new ways to look at portfolios.

Join us as we discuss a unique hybrid approach to evolving portfolio management. This approach can be applied in large and small shops as a winning partnership with advancement services and development teams.

Join us for an enlightening discussion where you'll gain valuable strategies and ideas on a range of key topics:

1) Piloting Career Development Teams: Discover innovative approaches to pilot career development teams at both Development Associate and Assistant Director levels.

2) Building an Inclusive Team: Learn how to source, recruit, and hire a diverse and inclusive team that brings fresh perspectives to the table.

3) Retention Strategies: Explore effective methods for retaining talent by providing hands-on training and immersive experiences that keep your team motivated and engaged.

4) Career Growth Conversations: Gain the skills to confidently navigate discussions about career growth within your institution, fostering an environment of professional development.

The events of 2020 offered a time for unprecedented reflection and action to move the needle on becoming a just, equitable, and inclusive society. Amid, and perhaps sparked by the global crises, the University of Cincinnati Foundation assessed its workplace practices and culture through an equity and inclusion lens. This deep self-reflection led to a journey to examine who we were and what was the aspirational goal of who we wanted to become. Since those initial discussions, this has been a journey of learning who were and were not; focusing on what it means to create incremental change of a true reflection of who we aspire to be as a whole organization serving all of humanity. This journey has allowed us to look holistically at how we will best embrace the UC community. In this session, we will discuss the comprehensive “inside-out” approach we designed and delivered to deepen equity and inclusion within the Foundation and with our alumni engagement strategy, constituent base, donor and friends pipeline, and all potential stakeholders willing to join us as we embrace the power of philanthropy. We will share our best and next practices and our challenges.