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District VIII Annual Conference 2025
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4:00 PM - 5:00 PM PST
The Technology of Mentorship and how to Leverage Alumni Engagement
Mentorship is not a numbers game, it is an opportunity to connect your alumni community in a tangible way to the institution and future alumni. By creating an interconnected, fulsome mentorship platform that encourages connection worldwide, you expand the ability of alumni and students to achieve greater success in their careers and personal development, while enhancing the reputation of your institution.
Speakers: Kathleen Ralph, Lead, Alumni Mentorship, University of Calgary, Andrea Christensen, Sr Alumni Career Development Specialist, University of Calgary
Competencies: Relationship BuildingStrategic Thinking
4:00 PM - 5:00 PM PST
"Of the School - For the School" Advancing your Mission With Each Conversation
Have you ever had a great idea to Advance the Mission of your School, only to have it limited by inaccessible resources? The best ideas in academic programming, athletic offerings, residential life experiences, issues around DEI, educational technology, risk-management, and student support often come with price tags that put them out of reach. Explore how to deepen your impact as a leader through practical approaches to securing the human and financial resources needed, "one conversation at a time".
Speakers: Dave Fitzpatrick, Director of Advancement, St. George's School
Competencies: LeadershipRelationship Building
4:00 PM - 5:00 PM PST
Activating Deans throughout a Comprehensive Campaign
In the ever-evolving landscape of higher education fundraising, the role of academic leaders, particularly Deans, is critical in driving successful comprehensive campaigns. This session will delve into best practices and case study-style examples from the University of Idaho’s $500M "Brave. Bold. Unstoppable." campaign, highlighting the series of workshops conducted to empower Deans. These workshops focused on casting a vision, developing a case for support for each academic unit, creating individual donor strategies, and activating and utilizing volunteers for campaign fundraising at the unit level.
Speakers: Michelle Green, Associate Vice President, BWF, Jen Root, Chief Development Officer, Vice President for Development, University of Idaho
Competencies: Strategic ThinkingLeadership
Topics: Campaign Strategies
10:45 AM - 11:45 AM PST
Collaboration Chronicles: A Case Study in Revenue Transformation
In this session, we will explore a real-world case study that demonstrates how collaboration, strategic planning, and effective stakeholder engagement can drive revenue growth and transform an organization. Imagine starting at a new organization raising just $600,000 a year and transforming it to a consistent $4 million a year in revenue after just 18 months.
We’ll explore the practical strategies that fueled our growth and how to create a collaborative relationship with Faculty and Advancement leadership. Join us to learn more about this journey where people power and relationships led to dramatic financial transformation!
Speakers: Katie Hearn, Senior Associate Director, Advancement - Faculty of Applied Sciences, Simon Fraser University, Karina Chow, Director, Advancement, Faculty of Applied Sciences, Simon Fraser University
Competencies: Strategic ThinkingRelationship Building
10:45 AM - 11:45 AM PST
60 Ideas in 60 Minutes: Maximize Your Print Magazines And Major Print Publications
In this lightning-fast session, we’ll condense 25 years of higher ed print communications experience into 60 ideas that you can use TODAY to make your print publications more read, more loved, and more valuable.
From optimizing your print publications for the coffee table to techniques that can 8x the effectiveness of your headlines, to “engagement engineering” to make stories as feedback-friendly as possible, participants will come away with concrete ideas that they can implement immediately and make a real difference for their publications and communications.
Speakers: Erin Peterson, Owner, Capstone Communications, Lisa Kozleski, Writer and Editor, University of Puget Sound
Competencies: Strategic ThinkingIndustry or Sector Expertise
10:45 AM - 11:45 AM PST
Rediscovering Discovery: How OSU Launched Its Most Comprehensive Campaign Yet
In this multi-disciplinary approach, learn how Oregon State University crafted its most comprehensive discovery program to date. This presentation will showcase how we blend traditional marketing and analytics with cutting-edge artificial intelligence and machine learning to identify and connect with potential donors. Learn about our newly formed team of development officers dedicated exclusively to this critical work, and discover how this program is also driving our volunteer engagement efforts. In an industry facing a challenging donor landscape, this program represents a forward-thinking solution to rejuvenate and expand OSU's donor base, ensuring a sustainable and thriving future for the organization.
Speakers: Andrew Phillips, Director of Pipeline Development, Oregon State University Foundation
Competencies: Industry or Sector ExpertiseStrategic Thinking
10:45 AM - 11:45 AM PST
The Evolution of an Awards Program
In 2022, the Office of Alumni Relations (OAR) engaged an alumni volunteer committee as the Alumni Recognition
Focus Group (ARFG) to re-design alumni recognition and awards programming at Mount Royal University (MRU). The
revamped program that emerged in 2023, the Outstanding Alumni Awards, integrated direct feedback from these alumni
volunteers and aligned alumni recognition directly to Mount Royal’s vision and values while supporting the strategic goals from both the Alumni Relations strategic plan and the overall University Advancement strategic plan. This shift has created the opportunity to
celebrate alumni who may not have received recognition under the previous, achievement-focused format and provides the opportunity for deeper relationship building with a wider alumni audience. The Outstanding Alumni Awards (OAA) is a year-round program engaging alumni, priority campus stakeholders and friends of the university actively in volunteer roles and content creation. This evolution process and subsequent awards program recently received a Silver Medal at the CCAE (Canadian Council for Advancement in Education) Prix d'Excellence awards.
Speakers: Johanna Clark, Alumni Program Specialist, Mount Royal University, Erin Mason, Acting Director - Alumni Relations, Mount Royal University
Competencies: Relationship BuildingStrategic Thinking
1:30 PM - 2:30 PM PST
Reporting Revolution: Streamlined And Sophisticated
Join us as we explore the evolution of principal gift (PG) impact reporting at the University of Calgary. This session will provide insights into our phased approach to improving donor communication, enhancing financial transparency, and strengthening bespoke reporting. Attendees will gain a deeper understanding of how strategic changes in stewardship practices can lead to more meaningful donor engagement and operational efficiencies.
Speakers: Jessica Halliday, Director, Stewardship, University of Calgary, Donna Kwan, Associate Director, Stewardship, University of Calgary
Competencies: Industry or Sector ExpertiseStrategic Thinking
1:30 PM - 2:30 PM PST
Inspiring First Major Gifts- Strategies for Success
In this dynamic and insightful presentation, we delve into the art and science of securing transformative first-time major gifts for non-profit organizations. Drawing from our extensive experience in the field, my partner and I share proven strategies, compelling stories, and expert advice on cultivating and inspiring donors to make significant contributions. We explore the psychology behind major giving, discuss effective donor engagement techniques, and provide practical tools for building lasting relationships with potential major donors. Our collaborative approach combines my expertise in donor psychology and storytelling with my partner's strengths in strategic planning and implementation. Together, we offer a comprehensive view of the major gift process, from initial prospect identification to successful solicitation and stewardship. Throughout the presentation, we share real-world examples of successful first-time major gifts, analyzing the key factors that led to these philanthropic milestones. Attendees will leave equipped with actionable insights, innovative approaches, and renewed inspiration to elevate their organization's major gift program.
Speakers: Tyson Pinion, Senior Consultant, Gonser Gerber LLP
Competencies: Strategic ThinkingRelationship Building