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District VII Annual Conference 2025
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2:45 PM - 3:45 PM PST
Navigating Power Dynamics in Fundraising
Most development professionals have experienced an uncomfortable, offensive, or harmful donor-constituent interaction. This cannot just be seen as “part of the job” rather something that is addressed to create a culture and systems that build brave spaces and policies and procedures that result in greater safety and professional satisfaction.
Speakers: Carlos Leija, AVP College & Program Development, California State University, Fullerton
Competencies: LeadershipIntegrity and Professionalism
Experience Level: All LevelsAll Levels
4:00 PM - 5:00 PM PST
Advancing Board Management: Best Practices and Community Collaboration
In the dynamic world of advancement for education, effective management and support of volunteers is crucial for organizational success. This session, "Advancing Board Management," delves into the volunteer component of advancement, exploring how to optimize work with a variety of volunteer groups including alumni boards, advisory boards, foundation boards, governing boards, task forces, and committees.
We will begin by examining the best practices of high-functioning boards, highlighting key strategies that drive efficiency and impact. Learn about proven techniques to cultivate a productive board culture, establish clear roles and responsibilities, and implement robust governance structures.
Next, we’ll explore effective engagement strategies for board members that enhance participation and commitment. We’ll share innovative approaches to involving board members in meaningful ways, ensuring they are both motivated and empowered to contribute their best.
Finally, we’ll discuss ways to leverage communities of practice to increase collaboration among colleagues doing similar work, helping to provide for a more cohesive and coordinated approach towards effective board management.
We will begin by examining the best practices of high-functioning boards, highlighting key strategies that drive efficiency and impact. Learn about proven techniques to cultivate a productive board culture, establish clear roles and responsibilities, and implement robust governance structures.
Next, we’ll explore effective engagement strategies for board members that enhance participation and commitment. We’ll share innovative approaches to involving board members in meaningful ways, ensuring they are both motivated and empowered to contribute their best.
Finally, we’ll discuss ways to leverage communities of practice to increase collaboration among colleagues doing similar work, helping to provide for a more cohesive and coordinated approach towards effective board management.
Speakers: Jen Brand, Associate Director, Board of Visitors Operations, University of California, Berkeley, Erin Earnest, Senior Associate Director, Campaign Operations and Constituent Partnerships, UC Berkeley, Jane Sperling Wise, Director of Operations, UC Berkeley Foundation's Board of Trustees, UC Berkeley, Penelepe Hunt, Senior Consultant and Principal, Marts&Lundy
Competencies: Industry or Sector ExpertiseRelationship Building
4:00 PM - 5:00 PM PST
The Power of Coding and Decoding in Communication
Each and every message we send and receive over the course of the day is coded by the
sender and decoded by the receiver. This leaves room for misinterpretation and confusion
if we aren’t careful. Using Schramm’s Communication Model, this interaction session will
demonstrate the power and impact of coding and decoding of messages and attendees will
leave with a new perspective on the intentionality we should consider with every
communication we send (or receive).
sender and decoded by the receiver. This leaves room for misinterpretation and confusion
if we aren’t careful. Using Schramm’s Communication Model, this interaction session will
demonstrate the power and impact of coding and decoding of messages and attendees will
leave with a new perspective on the intentionality we should consider with every
communication we send (or receive).
Speakers: Ray Watts, Associate Vice President for Philanthropic Giving, California State University, San Bernardino
Competencies: LeadershipEmotional Intelligence
Experience Level: All LevelsAll Levels
10:45 AM - 11:45 AM PST
Empowering Your Team: Building Planned Giving Skills for Every Fundraiser
This session is designed to equip fundraising leaders with the tools and strategies to elevate their entire advancement team’s awareness of planned giving, even among staff who don't specialize in it. Attendees will learn how to train their teams to recognize planned giving opportunities, identify key donor signals, and seamlessly introduce these conversations into routine donor interactions. By the end of the session, leaders will be prepared to empower their staff with practical knowledge that strengthens donor relationships and ultimately increases planned gift commitments.
Speakers: Jeff Grandy, Vice President, Client Development, Catapult Fundraising Inc., Ray Watts, Associate Vice President for Philanthropic Giving, California State University, San Bernardino
Competencies: Strategic ThinkingLeadership
Experience Level: All LevelsLevel 3
3:00 PM - 4:00 PM PST
Building Inclusive Cultures That Promote Retention
Advancement’s revolving door of talent can be disruptive, both to internal and external stakeholders. Demand outstrips supply of talented practitioners, and polling firm Gallup reports that 42% of employee turnover is preventable but often ignored. Even as our colleges, universities and schools are evolving demographically, 85% of fundraisers self-identified as white in 2022, according to U.S. Census estimates. How do we transform our organizations into workplaces of choice, where a full range of talented professionals can contribute, achieve, and grow, without having to move every year or two? No one has completely resolved these challenges, but there are bright, thoughtful, committed innovators focused on continuous improvement. Attend this interactive discussion among forward-thinking leaders building organizations that are high-performing, welcoming, inclusive, and collaborative.
Speakers: Peter Hayashida, Chair of the Board of Directors, Senior Consultant & Principal, Marts&Lundy, Mark Delos Reyes Davis, Vice Chancellor for University Advancement, University of California, Santa Cruz, Binti Harvey, Vice President for External Relations and Institutional Advancement, Scripps College, Karla Zarate-Ramirez, Vice President for Development, University of Hawai'i Foundation
Competencies: Global and Cultural CompetenceLeadership
4:15 PM - 5:15 PM PST
Building Bridges: Partnering with Deans, Provosts, & Presidents
Are you tired of siloes? Do you wish you were able to collaborate more with your academic and administrative leaders? During this interactive session we will discuss ways you can effectively partner with them to set fundraising, engagement, and campaign priorities, prep for meetings and asks, and much more. In addition, learn what organizations are looking for when hiring fundraising and engagement professionals to work with their leaders. You will walk away with practical tools to foster stronger internal relationships so you can engage more people and secure critical philanthropic dollars to fuel your mission. This session is perfect for fundraisers, engagement professionals, and university leaders seeking to unlock the full potential of their advancement programs.
Speakers: Shake Sulikyan, Senior Advisor, boyden, Kathleen Ash, Vice President, Advancement Administration & Chief of Staff, Loyola Marymount University, Jeanie Kim, Associate Vice President, Development, Major Gifts, Loyola Marymount University
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All LevelsAll Levels
9:00 AM - 10:00 AM PST
It's OK to talk about burnout
Institutions everywhere are facing the consequences of employee burnout and the toll it takes on its workforce, including advancement staff. Finding spaces to have frank and honest conversations about burnout, however, are challenging. This session offers a candid, reflective, and (hopefully) humorous conversation featuring advancement colleagues discussing their personal experiences with burnout and discussing opportunities to prioritize mental, physical, and emotional well being.
Speakers: Shannon Hill, Executive Director, Cuesta College Foundation, Manaf Mansure, Cabinet Member, CASE District VII
Competencies: Integrity and ProfessionalismEmotional Intelligence
Experience Level: All LevelsAll Levels