We all know you can’t ask for the next unless you have successfully stewarded (and spent!) the last one. Join us as we dive into the complexities of fund compliance and utilization programs, what makes them successful (or not!), and the indispensable partnerships across your division and the campus that ensure their success. Whether you are in advancement services or a frontline fundraiser, everyone has a role to play in this space. We will explore the core components of a program that ensures your philanthropic funds are spent according to donor intent and to maximum capacity. We will explore strategies to strengthen collaboration between multiple key stakeholders for a more cohesive and effective approach. From data, reporting, metrics, and engagement and education programs, we will cover what you need to strengthen and streamline your fund stewardship program. Using real-life case studies from two rock solid donor compliance programs in the District, we'll give you all the tools you need to ensure success in this challenging space.

Embarking on a leadership role in advancement can be both exhilarating and challenging. While many of us began our advancement careers as specialists, (making in-person asks for big gifts, mastering back-office processes, creating marketing materials, etc.), sooner or later, we find ourselves managing teams. While we may be experts at “making the ask” or “mapping appeal code structures,” oftentimes new managers can find ourselves at a loss when required to give effective performance reviews or coach up a new team member. This session is tailored for advancement professionals who have recently taken the step from being practitioners to managing teams. You will hear from three of your colleagues who have made this leap and are now successful industry leaders. Madison, Karl, and Adrian will introduce you to the dynamic world of advancement teams, providing essential insights, strategies, and tools to help you become a more successful team manager and leader.

Mentorship Matters: Join a University President and a frontline gift officer for a panel discussion to learn how their 7 year plus mentorship relationship has strengthened and advanced their careers. Learn how you can utilize their example of a strategic mentoring relationship to build your own mentoring network to advance your development career and grow in your professional development as an advancement professional.

Transform your university's culture and impact with a dynamic Employee Giving Program! Learn how to plan, execute, and evaluate this game-changing initiative. Empower your staff to make a difference while boosting morale and funding critical projects. Elevate your university's mission with our proven strategies and watch your community thrive.

Legal concerns in advancement aren't just for planned giving anymore. Whatever you do in advancement – fundraising, alumni relations, communications, or advancement services – knowing how the law affects your work could make the difference between celebrating success and a costly lawsuit. Learn from a "recovering attorney" and advancement veteran about key principles and situations to consider, whether you're planning an event, managing a fundraising campaign, writing a press release, maintaining a database, or organizing a reunion. You'll hear about plenty of real-world examples, so bring your hardest questions and toughest challenges to this lively, engaging, and interactive session – no retainer required!

A panel of women juggling children, aging parents, and leadership in advancement will engage in a healthy Q&A.