Program
Sunday, February 16, 2025
8:00 AM - 8:30 AM EST
Preconference Workshop Registration
Registration for preconference workshop attendees ONLY opens at 8:00 - 8:30 AM. Breakfast will be provided during this time for pre-conference workshop attendees.
Preconference Workshop
11:30 AM - 1:00 PM EST
Conference Registration
Welcome to Orlando! Stop by the registration desk starting at 11:30 AM to check-in and pick up your name badge for the full conference.
Welcome
1:00 PM - 2:15 PM EST
Welcome and Opening Keynote - The Power of Purpose: Aligning Vision with Impact
In a world of shifting demographics and donor expectations, purpose-driven storytelling is more critical than ever. Jason Brown outlines how his mission-driven approach on the farm inspired others to give and serve, providing insights into aligning institutional vision with tangible impact to attract and retain supporters.
Speakers: Jason Brown, Founder of First Fruits Farm and former NFL player for the Baltimore Ravens and St. Louis Rams
Elective Session
2:45 PM - 3:45 PM EST
21 Scalable Strategies for Aligned and Collaborative Communications and Marketing on Your Campus
In today's dynamic higher education landscape, coordinated communications and marketing efforts are more critical than ever. Aligning communications and marketing professionals across campus, from the colleges and units to the central teams, can significantly uplift university priorities and advance the overall institution. Drawing from their work to establish a council of 21 communications leaders from the colleges and units at Virginia Tech, Zeke Barlow and Jesse Tuel will share a series of practical strategies, ranging from easy (hosting meetings for all communicators) to difficult (changing the university organizational chart), that can be applied in any institutional setting. Participants will leave the presentation with a toolbox of tactics to customize and deploy at their own institutions.
Speakers: Jesse Tuel, Senior Director for units, Virginia Tech, Zeke Barlow, Senior director for colleges, Virginia Tech
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 2
Elective Session
2:45 PM - 3:45 PM EST
Aligning Strategic Priorities with Young Alumni Philanthropic Interests
W&L's first year of utilizing a named Annual Fund scholarship for the 5th and 10th reunion gifts broke dollar goals early, inspired collective philanthropy, created authentic connections to incoming students, led with impact and invested in ongoing stewardship. Learn how your school can create similar programs that align institutional priorities with young alumni philanthropic interests, generating authentic, long-term relationships with your next generation of donors.
Speakers: Erin Stringer, Director of Reunion Giving/Reunion Gift Officer, Washington and Lee University, Emily Pogue, Director of Annual Fund Leadership Gifts, Washington and Lee University, Amanda Minix, Senior Development Writer, Washington and Lee University, Steve Wasser, Director of Regional Leadership Giving, Washington and Lee University
Competencies: LeadershipStrategic Thinking
Elective Session
2:45 PM - 3:45 PM EST
Ballin’ on a Budget: Creative Low-cost Strategies for Elevating Donor and Alumni Engagement
In today's competitive landscape, engaging donors and alumni effectively is crucial, even when resources are limited. Big budgets do not always equal big impact! In this session, seasoned engagement professionals from Washington and Lee University and UVA's Darden School of Business will unveil their most impactful donor touches and event enhancements that cost nothing and will share lessons learned. This session will highlight ways to leverage existing resources and partnerships and will showcase practical, cost-effective ideas that add value and authenticity to your events. Attendees will gain actionable strategies to elevate their engagement and stewardship programs. The session will be interactive, featuring case studies, practical examples, and opportunities for peer-to-peer learning and discussion. Come prepared with your best event extras to share with the group!
Speakers: Hillary Cocke, Director of Alumni Engagement, Washington and Lee University, Jen Oliver, Senior Director of Engagement, University of Virginia, Darden School of Business
Competencies: Industry or Sector ExpertiseStrategic Thinking
Elective Session
2:45 PM - 3:45 PM EST
Centralizing vs. Decentralizing Development: A Case Study
This session will discuss the strengths and opportunities of a college-specific development officer versus a centralized model at Jacksonville State University (JSU). We'll explore how these different approaches impact fundraising effectiveness, donor relationships, and overall advancement strategies at Jax State.
Speakers: John-Bauer Graham, Dean of Library Services, Jacksonville State University, Tracey Matthews, Dean, College of Health Professions & Wellness, Jacksonville State University
Competencies: LeadershipStrategic Thinking
Elective Session
2:45 PM - 3:45 PM EST
Empowering a Community of First-Generation Alumni to Support First-Generation Students
Learn how the Western Kentucky University (WKU) Alumni Association, in collaboration with the WKU Office of the Provost, the Center for Innovative Teaching and Learning, and five academic colleges, created the CASE Circle of Excellence Silver award-winning First-Generation Alumni in Residence program. Discover how this initiative and the broader First-Generation Alumni Advocates program are building a supportive community and enhancing student success for first-generation college students at WKU. With over 35% of all undergraduates being first-generation college students, creating support programs that connects them with first-generation alumni is crucial. These students often come from low-income or minority backgrounds, are less likely to use career-planning services, and have lower participation in extracurricular activities, making alumni mentorship vital for their academic and professional success.
Learn practical strategies for leveraging first-generation alumni experiences to inspire current first-generation students, create meaningful connections, and promote institutional commitment to first-generation success. This session will provide actionable insights for building and sustaining a scalable first-generation alumni network that pays it forward, making a lasting impact on your institution and its community.
Learn practical strategies for leveraging first-generation alumni experiences to inspire current first-generation students, create meaningful connections, and promote institutional commitment to first-generation success. This session will provide actionable insights for building and sustaining a scalable first-generation alumni network that pays it forward, making a lasting impact on your institution and its community.
Speakers: Anthony McAdoo, Executive Director of the WKU Alumni Association, Western Kentucky University
Competencies: Global and Cultural CompetenceRelationship Building
Elective Session
2:45 PM - 3:45 PM EST
HAVE YOU GOT SASS (Solicitation, Acknowledgement, Stewardship skills)?
"Every person on the planet has sass and smart-sass qualities in them." - Dictionary.com . Do you know and have the skill sets to solicit, acknowledge, and steward the gifts your charity seeks? What are the most important attributes in each category? If you've closed the gift and acknowledged why should you be included in the stewardship?
Speakers: Terrie Conrad, Vice President, Gift Planning & Estate Administration, VMI Alumni Agencies
Competencies: Integrity and ProfessionalismRelationship Building
Elective Session
2:45 PM - 3:45 PM EST
Putting the "Fun" in the Fundamentals of the Annual Giving
The "Fun in the Fundamentals of Annual Giving" revaluates traditional annual giving through the lens of ‘Design Thinking’ and focuses on how you can improve the three fundamental goals of annual giving: Donor Acquisition, Donor Retention, and Donor Upgrades. The presentation explores fun and innovative ideas from various institutions, highlights how new tools like Artificial Intelligence and ChatGPT can be used to enhance your work, and discusses evolving annual giving strategies from digital marketing to special events, and everything in between.
Speakers: Ellie Barker, Director of Annual Giving, University of North Carolina Wilmington
Competencies: Industry or Sector ExpertiseStrategic Thinking
Topics: Annual GivingCampaign Strategies
Elective Session
2:45 PM - 3:45 PM EST
Vice Presidents' Perspectives on Today's Pressing Issues
Higher Education's challenges are numerous and complex. Are you ready to lead? This panel of current and former college and university vice presidents, will stimulate your thinking about how to turn challenges into successes. How will we approach challenges such as declining trust in higher education, continued declines in donor participation and event attendance, national cultural/political divisions, board and legislative intrusion, uses of A.I., recruiting and retaining talent, staff work expectations, and managing multiple constituencies. Bring your questions to ask your C-Suite colleagues who serve on their respective presidents' cabinets.
Speakers: Jenna Goodloe Wade, Vice President for Development, Rhodes College, Jake Lemon, V.P. for Philanthropy & Alumni Engagement and Chief Philanthropy Officer, University of Kentucky, Brandon McCray, Associate Vice President for Philanthropy, University of Kentucky, Tom Jennings, Senior Consultant, Aspen Leadership Group
Competencies: Strategic ThinkingLeadership
Elective Session
4:00 PM - 5:00 PM EST
Amplifying Alumni Voices for Student Success
Tune in for an enlightening session that will transform the way you think about alumni engagement and student success! Discover innovative strategies to connect students and alumni beyond academic disciplines, creating a vibrant community of diverse experiences.
Learn how to showcase alumni success stories in a way that celebrates their journey beyond graduation and inspires current students.
We’ll guide you through establishing a seamless transition from student to engaged alumnus, nurturing a legacy of involvement and giving back. Plus, gain insights into effective tracking methods to quantify the positive ripple effects of alumni interactions on student growth. Don’t miss this chance to enrich your institution’s culture with the power of alumni voices!
Speakers: Jacey Darrah, Associate Director of Alumni and Student Engagement, Florida State University Alumni Association
Competencies: Strategic ThinkingRelationship Building
Elective Session
4:00 PM - 5:00 PM EST
Beyond the Basics: Implementing AI Guidelines for Higher Ed Marketing and Communications
As artificial intelligence rapidly transforms the landscape of higher education marketing and communications, institutions are focused on how to harness its potential while mitigating risks, and rightfully so. This presentation, however, goes beyond introductory AI concepts to share the University of Mississippi's innovative approach to developing and implementing AI guidelines for campus communicators. We'll discuss our process of creating a comprehensive framework that not only sets boundaries but also encourages safe experimentation through advanced use cases.
Speakers: Erin Garrett, Communications Specialist, University of Mississippi, Jacob Batte, Director of News & Media Relations, University of Mississippi
Competencies: Strategic Thinking
Experience Level: Level 3
Elective Session
4:00 PM - 5:00 PM EST
Engaging in Active Listening to Strengthen Your Donor Relationships
Relationship building is the heart of philanthropy. The listening skills a fundraiser needs to be successful at building strong relationships with donors and prospects differs from your usual listening activities in work and life. In this session, you’ll learn the components of active listening and how to develop your listening skills to build solid and lasting relationships. This session will focus on building cultural competencies and practicing emotional intelligence to take your fundraising to the next level.
Speakers: Lindsay Robinson, Vice President of Institutional Advancement and Executive Director of the College Foundations, Reynolds Community College
Competencies: Emotional IntelligenceRelationship Building
Elective Session
4:00 PM - 5:00 PM EST
Forecasting Fundraising: A Roadmap for Success
Will we achieve our fundraising goal this year? Do we have enough asks planned in our pipeline to achieve our goal? Questions like these arise throughout the year in advancement organizations of all shapes and sizes. When they arise in your institution, do you have a reliable method to forecast fundraising results with confidence?
In this session the University of Central Florida Advancement and Partnerships team will share a roadmap for forecasting fundraising totals that has been successfully used to project fundraising attainment within a reliable margin to actual dollars raised. From the analysis methods used to determine discount rates for solicitations to sample reports shared with leadership, this session will provide insights into goal setting techniques, managing fundraiser performance, and monitoring pipeline movement through this method of forecasting fundraising.
In this session the University of Central Florida Advancement and Partnerships team will share a roadmap for forecasting fundraising totals that has been successfully used to project fundraising attainment within a reliable margin to actual dollars raised. From the analysis methods used to determine discount rates for solicitations to sample reports shared with leadership, this session will provide insights into goal setting techniques, managing fundraiser performance, and monitoring pipeline movement through this method of forecasting fundraising.
Speakers: Kim Walz, Executive Director, Advancement Operations, University of Central Florida Advancement and Partnerships, Cheyenne St. Julian, Manager, Prospect Research & Portfolio Management, USO
Competencies: Business and Financial AcumenStrategic Thinking
Elective Session
4:00 PM - 5:00 PM EST
From Phonation to Digital Engagement: A Reimagined Approach to Annual Giving
Explore the evolution of annual giving strategies from traditional methods such as phonation and mailers, to creative communications and digital engagement in this insightful session. Discover how innovative approaches in online giving, digital communications, social media integration, and texting have transformed the landscape of annual fundraising. Gain a deeper understanding of how these advancements have revitalized and reengaged alumni and donors, paving the way for a more inclusive, effective, dynamic and modern annual giving model.
Speakers: Michelle Aquino, Director of Annual Giving & Digital Engagement, Georgia College & State University, B. Seth Walker, Vice President, University Advancement and Executive Director, GCSU Foundation, Georgia College & State University
Competencies: Relationship BuildingIndustry or Sector Expertise
Elective Session
4:00 PM - 5:00 PM EST
Navigating the Managerial Odyssey: Insights from New, Middle, and Senior Leaders
Join us for 'Navigating the Managerial Odyssey,' where we explore the evolving challenges and triumphs of managing at every career stage. From guiding early career professionals to navigating complex managerial landscapes and influencing strategic decisions as senior leaders, this session offers practical insights and strategies for success. Whether you're a new manager, a seasoned middle manager, or a senior executive, discover actionable advice and leadership wisdom that transcends hierarchical boundaries. Don’t miss this engaging discussion designed to elevate your managerial prowess and inspire effective leadership!
Speakers: Adam Compton, Executive Director, Annual Giving, NC State University, Reshunda Mahone, Associate Vice Chancellor for Alumni Engagement and Annual Giving, NC State University, Josh Privette, Director of Leadership Giving, NC State University
Competencies: Integrity and ProfessionalismLeadership
Elective Session
4:00 PM - 5:00 PM EST
So now you're a road warrior. What is next?
So you joined the road warrior club? Congratulations! But now what? Learn and connect with your fellow new and seasoned road warriors to "hit the ground running". Gain the tools of the trade to be a great fundraiser, travel easier, and advance your career, with a healthy dose of hilarious or jaw dropping stories from the field.
Speakers: Steven Jerina, Director of Development, Regional, Rollins College
Elective Session
4:00 PM - 5:00 PM EST
They Not Like Us: Motivating Factors that Influence Millennial Giving at Historical Black Colleges and Universities (HBCU)
This presentation delves into the motivational psyche of millennial alumni donors at Historically Black Colleges and Universities (HBCUs), particularly exploring Florida A&M University (FAMU) graduates' giving behaviors. It unpacks the critical factors that drive this demographic to engage in philanthropy, presenting a multifaceted view of alumni giving that interweaves personal belief systems, institutional connections, transparency in fund utilization, and the financial capability of individuals as they progress in their careers. Through an exploratory qualitative analysis, the study bridges the gap between traditional alumni giving strategies and the evolving philanthropic landscape shaped by millennials. It underscores the significance of tailored communication, acknowledging the generational demand for transparency and the impact of personal growth experienced during the formative college years on later financial giving.
Speakers: Brandi Tatum-Fedrick, Assistant Vice President, Florida A&M University
Competencies: Relationship BuildingStrategic Thinking
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