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District V Annual Conference 2025
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2:45 PM - 3:45 PM CT
Welcome Aboard! Now what? Onboarding new fundraisers to set them up for success
New fundraisers, whether new to the profession entirely, new to your organization, or new to a discipline or role, can feel like they don't receive enough guidance, direction, and onboarding from their supervisors, mentors, and peers. This session provides practical, clearly defined suggestions for setting up your new fundraisers for success from Day 1! Learn the most important elements of onboarding a new staff member to ensure that they understand your organization and their role.
Speakers: Theresa Law, Vice President for Institutional Advancement, Indiana Institute of Technology
Competencies: LeadershipIndustry or Sector Expertise
Experience Level: Level 3All Levels
4:00 PM - 5:00 PM CT
What We've Learned From Fully Autonomous AI Fundraising & Where We're Going Next
It’s been almost nine months since the world’s first fully autonomous fundraiser interacted with its first assigned donor. During that time, 11 higher educational institutions joined together as a cohort to engage donors with an AI-powerered Virtual Engagement Officer (and a second cohort is now live), but more importantly research, develop, and accelerate the deployment of autonomous fundraising for our entire industry.
All higher education institutions can relate to the fact that they have more donors and alumni than they have fundraisers with capacity to build relationships. This is precisely where autonomous fundraising changes what’s possible.
In this session, Susan Lewers, Associate Vice President, Major and Planned Gifts, of Illinois Institute of Technology will present the results her and her team have seen from autonomous fundraising – donors engaged, dollars raised, and pipeline built, in addition to their experience being the first organizations in the world to deploy a Virtual Engagement Officer to a portfolio of their donors.
We’ll present what we learned, what we got right, where course corrections were needed, and how we navigated AI in a field defined by relationships. We’ll share all of our findings including portfolios for autonomous fundraisers, sourcing engagement content independently, accuracy, transparency, ethics, and more.
Finally, we’ll conclude by looking at where we are going, how we can continue to further personalize donor journeys, push the outer limits of technology, and more.
All higher education institutions can relate to the fact that they have more donors and alumni than they have fundraisers with capacity to build relationships. This is precisely where autonomous fundraising changes what’s possible.
In this session, Susan Lewers, Associate Vice President, Major and Planned Gifts, of Illinois Institute of Technology will present the results her and her team have seen from autonomous fundraising – donors engaged, dollars raised, and pipeline built, in addition to their experience being the first organizations in the world to deploy a Virtual Engagement Officer to a portfolio of their donors.
We’ll present what we learned, what we got right, where course corrections were needed, and how we navigated AI in a field defined by relationships. We’ll share all of our findings including portfolios for autonomous fundraisers, sourcing engagement content independently, accuracy, transparency, ethics, and more.
Finally, we’ll conclude by looking at where we are going, how we can continue to further personalize donor journeys, push the outer limits of technology, and more.
Speakers: Susan Lewers, Associate Vice President, Major and Planned Gifts, Illinois Institute of Technology, Adam Martel, CEO, Givzey
Competencies: Relationship BuildingLeadership
4:00 PM - 5:00 PM CT
Engaging Campus & Community Partners: Building Excitement & New Opportunities
Alumni Engagement and Community Partners share common values and goals when it comes to building lasting and life-long relationships with their stakeholders not only on campus but also in the surrounding community. Targeted events that foster a sense of "togetherness" and "community" are imperative to smaller towns that thrive on the impact that the students provide during their time at our university.
Finding our niche and standing out with admissions and recruitment visits has been instrumental since the development of these new community centered events. Come listen to how we have been ranked #1 in the state of Minnesota for the Best Game Day Atmosphere the past few years.
Through this presentation, you will hear how one institution takes a new approach to community centered events, has grown them into highly anticipated events for the entire community, and the economic impact that it has brought to the city, along with the excitement and buzz that started in 2017 and continues to grow each year.
Finding our niche and standing out with admissions and recruitment visits has been instrumental since the development of these new community centered events. Come listen to how we have been ranked #1 in the state of Minnesota for the Best Game Day Atmosphere the past few years.
Through this presentation, you will hear how one institution takes a new approach to community centered events, has grown them into highly anticipated events for the entire community, and the economic impact that it has brought to the city, along with the excitement and buzz that started in 2017 and continues to grow each year.
Speakers: Tracy Hale, Director of Alumni Engagement, Winona State University, Minnesota State Colleges & Universities
Competencies: LeadershipRelationship Building
Experience Level: All Levels
4:00 PM - 5:00 PM CT
Shh! Listening to stakeholders in a noisy world
In a world of distractions and shrinking attention spans, listening is a disappearing art. Gaining insights into stakeholders’ diverse experiences takes collecting stories and asking “crazy good” questions. Turn off your cell phones and join us to make listening your philanthropic superpower!
Speakers: Sarah Nathan, Executive Director, Middletown Community Foundation, Genevieve Shaker, Professor of Philanthropic Studies and Donald A. Campbell Chair in Fundraising Leadership, IU Lilly Family School of Philanthropy, Esther Choy, CEO & Chief Story Facilitator, Leadership Story Lab
Competencies: LeadershipRelationship Building
Experience Level: All Levels
10:45 AM - 11:45 AM CT
From $0 to $29M in 3 Years - Accelerating Transformational Gifts
Learn how Marian University (Indianapolis) utilized the 10 year anniversary of their College of Osteopathic Medicine to secure a $29M naming gift from a family who had $0 giving history until three years prior.
Speakers: Nick Torres, Vice President of Leadership Giving, Marian University
Competencies: LeadershipRelationship Building
Experience Level: Level 3All Levels
10:45 AM - 11:45 AM CT
Empowering Engagement: Students & Grads Shaping Flagship Programs and Inclusion
This presentation will delve into the critical roles of the Wisconsin Alumni Student Board (WASB) and the Wisconsin Recent Grad Council (RGC) in influencing signature programs and initiatives at the Wisconsin Alumni Association (WAA). Both groups play a pivotal role in ensuring that current students and recent graduates are actively engaged in programs designed to strengthen their connections with the University of Wisconsin-Madison. A core theme of the presentation highlights how diverse perspectives of both groups enhance the effectiveness of engagement strategies.
Speakers: Karla Foster, Director of Student and Recent Grad Engagement, Wisconsin Foundation & Alumni Association, Christine Seeley, Senior Program Manager, Wisconsin Foundation & Alumni Association
Competencies: LeadershipRelationship Building
10:45 AM - 11:45 AM CT
Executives in Residence: Next Level Alumni Engagement
For ten years at Purdue University, the University Residences program has brought successful alumni back to campus where they live among students for one week. Our program’s alumni, referred to as executives, provide students with opportunities to interact with fellow Boilermakers around their areas of expertise and interests in formal and informal settings – from lecture halls to residence halls and dining courts to basketball courts. The hallmarks of our program are small group and one-on-one interactions. Since the fall of 2014, over fifty executives have returned home to our residence halls and gifted our community their time and talents. Our Executive in Residences (EiR) program includes a campus learning community, student ambassador program, a full-time live-in Executive in Residence, and both fall and spring break trips, where student travel to visit executives in their homes and workplaces, connecting our university’s past to the present.
Speakers: Renee Kashawlic, Alumni Relationships & Special Events Director, Purdue University
Competencies: LeadershipRelationship Building
Experience Level: All Levels
10:45 AM - 11:45 AM CT
Leading with the Legacy of Tragedy
Kent State University's legacy of the May 4, 1970 tragedy remains pivotal in its identity. As history recently seemed to repeat itself on American campuses amidst current societal divisions, Kent State has proactively integrated powerful lessons from its past into its brand messaging. This session reveals how the university's half-century journey of embracing its history informs its current marketing strategies. Discover how authenticity and values-driven storytelling can elevate your institution's brand beyond conventional marketing approaches.
Speakers: Stephen Ward, VP, Kent State University
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels
1:30 PM - 2:30 PM CT
Get to Work: Harness Board Energy & Expertise to Answer Opportunities & Challenges
In this session, you'll hear Board members, alumni volunteers, and professional staff share how they've participated in focused, solutions-based workgroups to take a deep dive into specific opportunities or challenges in alumni engagement. From how alumni can support business strategy development to deepening connections with former Board members — you'll learn how to harness the collective energy and experience of volunteers to advance strategic priorities and initiatives. You'll also gain a better understanding of how alumni/volunteers feel about the sort of "roll-up-your-sleeves" work.
Speakers: David Bambrey, President, University of Illinois Alumni Association, Jennifer Bowie, Assoc. Vice President, Alumni Relations & Annual Giving, Ohio University, Damian Clark, Thomas Ewing Society (former members) Liaison, Ohio University Alumni Association, Jack Kang, Incoming Chair, Northwestern Alumni Association, Norma Lauder, Past Chair, University of Illinois Alumni Association , Lindsay Vahl Dean, Assistant Vice President, Alumni Engagement and Executive Director, Northwestern Alumni Association, Northwestern University
Competencies: LeadershipStrategic Thinking
3:00 PM - 4:00 PM CT
From Data to Decisions: Revolutionizing Fundraising Management Reporting
In this session you'll hear from Kristine Lo, Director of Fundraising Performance Analytics at the University of Chicago, how her team revolutionized fundraising management reporting to ensure managers and staff at all levels had the insights they needed to effectively manage up, down and across. The session will include best practices of effective management reporting, how consistency in management reporting can improve results, and suggestions for how you can audit (or start) your own data-delivery program.
Speakers: Kristine Lo, Director, Fundraising Performance Analytics, University of Chicago
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels