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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
10:45 AM - 11:45 AM CT
Protest and Contingency Planning for Large Scale Events
During the University of Chicago's Alumni Weekend in May 2024 there were at least 13 unique incidents of student, community, and alumni protest. Actions ranged from chalking, handing out pamphlets, disrupting events, occupying buildings, and damaging equipment.
Our campus, as so many others, had been home to an encampment on the main quads, just weeks before 2,500 attendees arrived for Alumni Weekend and Reunion events. The University of Chicago's commitment to free expression required the UChicago Alumni office to create a contingency plan that accounted for anticipated disruption, while abiding by the Chicago Principles.
Join us to review the Chicago Principles of Free Expression and the components of the Alumni Weekend contingency plan, constructed to include stakeholders across the University and beyond. Materials reviewed will include scripts to aid staff during events which are being disrupted, large scale protest plans, training materials for all staff volunteers, and the code of conduct for alumni participants. Session will review case studies using actual protests from the weekend and lessons learned.
Our campus, as so many others, had been home to an encampment on the main quads, just weeks before 2,500 attendees arrived for Alumni Weekend and Reunion events. The University of Chicago's commitment to free expression required the UChicago Alumni office to create a contingency plan that accounted for anticipated disruption, while abiding by the Chicago Principles.
Join us to review the Chicago Principles of Free Expression and the components of the Alumni Weekend contingency plan, constructed to include stakeholders across the University and beyond. Materials reviewed will include scripts to aid staff during events which are being disrupted, large scale protest plans, training materials for all staff volunteers, and the code of conduct for alumni participants. Session will review case studies using actual protests from the weekend and lessons learned.
Speakers: Jennifer Kennedy, Senior Director, Alumni Experience, University of Chicago
Competencies: Global and Cultural CompetenceStrategic Thinking
Experience Level: Level 3All Levels
1:30 PM - 2:30 PM CT
Building And Sustaining Affinity Networks: Strategies For Engagement And Impact
This session will focus on strategies for building and sustaining affinity networks that foster community, amplify alumni voices, and increase engagement across diverse demographics. Participants will explore how to align affinity networks with the institution's goals while ensuring they foster a culture of inclusion and belonging.
Speakers: Stephanie Bonebrake, Associate Director of Affinity Network Operations, Alumni Engagement, Purdue for Life Foundation, Maria Whipple, Senior Director of Affinity Networks, Purdue for Life Foundation, Almira Yllana, Assistant Director of Affinity Networks, Purdue for Life Foundation
Competencies: Relationship BuildingGlobal and Cultural Competence
Experience Level: Level 3All 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
4:15 PM - 5:15 PM CT
Data-Driven Volunteerism: Transforming Engagement into Philanthropy
How can volunteerism fuel lifelong connections and lead to transformational giving? In this interactive session, we’ll explore data-driven strategies to enhance volunteer engagement and recognition, connecting these efforts to philanthropy. Whether you're running a small program or managing a large alumni network, you’ll discover adaptable tools and tactics to build meaningful volunteer experiences that inspire deeper relationships and drive financial support. You will learn how to leverage data to identify engagement gaps and opportunities, create personalized recognition strategies that resonate with volunteers, and connect volunteerism to the donor pipeline, transforming alumni involvement into impactful giving. Through case studies, discussions, and actionable exercises, you’ll leave equipped to build a volunteer program that not only engages but also fosters a culture of giving. Ready to transform volunteerism into philanthropy? This session is for you.
Speakers: Madison Vaughn, Assistant Director, Volunteerism, Purdue for Life Foundation
Competencies: Business and Financial AcumenStrategic Thinking