How to Innovate with Confidence
Lucy Gower, Consultant, Lucidity Network

Fail to plan and plan to fail. In a fast moving world it has never been more important to effectively plan.  To have a clear vision with a flexible strategy that enables you to respond to new opportunities and effectively manage change, whilst keeping your objectives firmly in sight. 

This track offers an opportunity for us to step out of our day-to-day routines, to consider a vision for the future.  It provides a range of content from strategic planning to operational delivery.  As well as skills such as mindfulness and change management to equip us to succeed as agents of change. 

• What makes a great strategy?
  Ruth Beckinsale, Head of Business Planning, London Business School Advancement Office
• A case study for creating a 5 year resource model
  Martyn Clay, Senior Business Intelligence Analyst, University of Cambridge
• The six cultural building blocks that lead to flexibility and innovation
  Gemma Dale, Wellbeing and Engagement Manager, University of Manchester
• A business change framework
  Matt Dunne, Customer Engagement Lead, University of Oxford
• An interlinked approach to strategy and work practice
  Fiona Newell, Gift Accounting Manager, Claire Hoath, and Heather Owen, University of Birmingham 
• Project and change management
  Jude Alldred, Deputy Director (Development Services), University of Manchester and Veena Baggley, Change Management Consultant, Ignite

Salesforce - Digital Transformation and Using Technology to Engage and Retain Audiences [TBD]
Speakers: TBD

Eliminate your backlog, motivate your team and improve your productivity. A case study from University of Cambridge
Aggie Osina, Head of Gift and Data Management, University of Cambridge

Using Data to Inform Marketing Campaigns
Dan Keyworth, Head of Analytics and Data, University of Southampton

Microsoft Dynamics
Jenny Wills, King's College London; Sarah Howes, Associate Director of Development, University of Southampton
Andrea Crowley, Deputy Director of Development (Strategy & Operations), University of Warwick

The Connected Office - how interoperability can advance your organisation without jeopardising your fundraising 
Dan Keyworth, Director of Customer Success, International Markets
Jonathan Argent, Customer Success Manager, Blackbaud Showcase session

Business Change Management: A practical framework with examples
Matt Dunne, Customer Engagement Lead, University of Oxford

With data and insights playing an increasingly important role in key business decisions, researchers and information analysts are uniquely positioned to help to drive change that positively impacts the success of our development and alumni relations programmes.  As information analysts, we provide the analysis that supports a new strategic focus, create business models that underscore the case for additional investment in fundraising and alumni engagement, and innovate and improve business processes to capture greater depth and breadth of high-quality data.  We partner with fundraisers to maintain the institutional knowledge base and offer expertise on how to best utilise data in support of the programme goals. As researchers, we link our research findings to the organisation’s fundraising priorities and suggest engagement strategies and opportunities for our institution’s key donors and potential donors.  We regularly seek more efficient and effective ways of doing our work and presenting our insights.  We are agents of change in the increasingly complex world of research, knowledge management and data-driven decisions.   

• Estimating Giving Capacity: Why Formulas (Usually) Don’t Work – And What You Should Be Doing Instead
  Oliver Taylor, Development Research Manager, University of Manchester  and Toby Savin, Development Research Officer, University of Leeds 
• Becoming an advisor and partner to fundraisers
  Charles Kingston, Head of Prospect Research, University of Oxford
• Our Future: Crystal Balls, Jigsaws and Alumni 2.0
  Tom Jirat, Head of Operations, University of Manchester
• How to be Insightful
  Sam Knowles, Insight Agents
• Data-driven fundraiser KPIs
  Jo Carr, Head of Prospect Research, Kings College London
• The Alumni Engagement Pyramid
  Stuart Thompson, Deputy Director (Development Services), University of Durham

The channels through which people give and expectations around the donor experience are constantly evolving – and delivering an exceptional service with speed, simplicity, accuracy, transparency and personalisation can present challenges. Throughout this track, we will be highlighting how gift administration and stewardship teams are responding to the changes presented by technology (mobile, online and apps), compliance and the needs of our customers.  We will cover a range of topics from gift acceptance, gift management, reporting and reconciliation, to global giving, impact reporting, and collaboration with institutional finance teams.  We will be sharing examples of incremental improvements to processes and ways of working, alongside case studies of more substantive change in the education sector and beyond.

• Eliminate your backlog, motivate your team and improve your productivity
  Aggie Osina, Head of Gift and Data Management, University of Cambridge
• The all-new, international “CASE management reporting standards”
  Jennie Moule, Development Services Consultant, Alveo Consulting
• Innovations in giving days and crowd funding
  Marie-Rose Delauzun, Hubbub and Matt Ingram, University of York
• Why we give
  Paul Ramsbottom, Chief Executive, Wolfson Foundation, Kirsty Macdonald, Deputy Principal Advancement, Royal Academy of Music and a major donor
• Building effective internal relationships with internal partners
  Andrea Crowley, Deputy Director of Development (Strategy & Operations), University of Warwick, Kirsty Macdonald, Deputy Principal, Advancement, Royal Academy of Music, and Aggie Osina, Head of Gift and Data Management, University of Cambridge

Member £495

Non-member £675

Registration includes lunch, refreshments and dinner on 11th March.

Member £545

Member School £435

Non-member £765

Non-member School £610

Registration includes lunch, refreshments and dinner on 11th March.