FREE Promo Sessions
These free promotional sessions are offered to provide a sneak peek of the types of sessions that will be offered at the conference!
Thursday, April 8
Managing at a Distance
Employee climate surveys reveal that staff members with flexible work environments are happier in their jobs. As a remote employee for the last seven years, Ashley knows the benefits. Managing projects virtually reveals just how much our success is dependent on internal communication. Ashley will share what she has learned about building teams, leveraging tools, and staying connected from a distance.
Ashley Budd, Director of Marketing Operations, Cornell University
Data Governance: There Is No “I” in “Data”
One of the most challenging parts of data management and governance is identifying where all of your data lives and who takes responsibility for it. Making the most out of your data often means bringing multiple people across different teams together to ensure that everyone’s needs are met by your data ecosystem. In this seminar, we’ll discuss why data management and governance needs to be a team sport with cooperation from different stakeholders and groups across your organization in order to make the most of your data.
Jessica Gershman, Data and Analytics Director, Forum One
Mark Koenig, Vice President, Technology, and Chief Innovation Officer, Oregon State University Foundation
Jenny Cooke Smith, Senior Strategic Consultant, CASE
Thank you to Forum One for their generous support of this program.
Promo Session Recording coming soon.
CASE AMAtlas—The Journey to Global Reporting Standards and Global Benchmarking
This month, CASE is releasing the first edition of the CASE Global Reporting Standards, which is the fifth edition of standards for reporting fundraising and campaign outcomes. This is an important moment for the educational advancement profession worldwide. It comes after more than two years of work, reflection, consultation, and engagement around the ethics, principles of practice, and important conversations about what we as a community choose to benchmark and report. Come to this session to find out what it means to think globally about how we measure success in fundraising. We will provide an early glimpse of key changes and their significance for reporting and analysis.
The CASE Global Reporting Standards is part of the suite of data services offered by AMAtlas, CASE’s global resource for advancement research, metrics, and analytics. This session also highlights key findings from our 2020 benchmarking surveys on fundraising and alumni engagement. We will outline our upcoming work to incorporate the new standards into our suite of surveys. We will also highlight specialized research, custom reports, and facilitated cohorts offered by AMAtlas. These products and services help professionals broaden and deepen their understanding and application of data.
Cara Giacomini, Chief Research and Data Officer, CASE
Wednesday, March 24
2:30 - 3:30 PM ET
Using PowerBI to Join Qualtrics as a Survey Source with Advance as a Population Source
Surveys, analyses of their results, and actions based on those analyses are a key tool used in Advancement. By extracting data from our survey tools and combining with our Advancement data warehouse sources, we were able to enhance our survey reporting, however this process was highly manual. Our stakeholders were spending more time manipulating data and building visuals than they were designing surveys and interpreting results.
Working in partnership with our stakeholders, we used Power BI to create survey analysis templates. These templates seamlessly combined data from multiple sources. The template analyzes question types and possible outputs, then creates standard visuals including text analytics.
The reusable template concept enables the team to rapidly spin-up reports as new surveys are launched. The outcome? Our stakeholders can focus their efforts on interpreting and presenting the results.
Pamela Burghardt, Sr. Business Systems Analyst
Olivier Gilloux, Senior Business Intelligence Systems Analyst, Dartmouth College