Welcome to Orlando! Please stop by the registration desk starting at 12:00 p.m. to check in and pick up your conference materials.
1:00 –1:15
Welcome and Faculty Introductions
Join conference chair Karen Sims to meet the faculty and learn how to get the most out of your time at the conference.
1:15 – 2:15
Faculty Panel: The Prelude.
2:45 – 3:45
Elective Sessions (choose one):
Creating Gift Acceptance Policies & Committees
Speaker: Karen Sims
Collaborative Data Stewardship: Putting Data at the Center of Your Organization
Acknowledged or not, data is at the center of everything we do. Often, data management is relegated to behind the scenes but misses critical collaboration with the organization that contributes to our less than helpful reputation. With more organizations putting data management as a core priority for success, updated tools, language, and approaches are called for. This session explores strategies and methods to move you, your team, and the data you steward from the back office to the front line.
Speaker: Robyn Doughty, Director of Data Quality & Management, University of California – Berkeley
4:00 – 5:00
Elective Sessions (choose one):
Matching Gifts, Crowdfunding And Other Impossible Dreams
Promoting matching gifts helps your organization build a stronger philanthropic culture. Join us to learn more about NC State University’s matching gift process. Discover how to encourage prospects and donors to increase the impact of their giving. Learn the history of matching gifts and how to increase organizational understanding of the matching gift process. We will discuss how to promote effective use of communication strategies to increase MG program dollars.
Speakers: Mark Allen, Matching Gifts Manager, North Carolina State University and Jessi Fasola,Assistant Director, Gift and Records Management, North Carolina State University
Reading (Data) is Fundamental! Data Literacy and the ABCs of Data Culture
Can you read data? Better yet, is your organization fluent in data? Learning Data Literacy and the ABCs of Data Culture are the keys to harnessing the power of data and unlocking your team and your organization's potential. We'll cover some common challenges and some steps you can take to start building data literacy and a data culture on your team (and at your organization).
Speakers: Christopher Amherst and Shalonda Martin
5:00 – 6:00
Networking Reception
Join conference faculty and your colleagues to network and unwind after Day 1. Complimentary hors d'oeuvres and drink tickets will be provided. Don't forget your business cards!
6:00 PM
Conference Adjourns for the Day
Dinner on your own.
8:30–9:30 AM
Continental Breakfast and Roundtable Discussions/Optional Faculty Office Hours
Join your peers for optional small-group discussions during breakfast. Share your biggest challenges, review hot topics and discuss solutions with your peers.
9:30–10:30
Gadgets and Gizmos a-plenty: Staying Relevant in the age of Digital Transformation
Automation, Data Ops, Digital Transformation. These buzzwords may sound like whozits and whatzits galore but they have the potential to empower you and your team. Join us as we discuss how technology (and tools) can enhance your focus, increase your agility, and help you stay relevant as our operations transform digitally
Panel Discussion led by Christopher Amherst
10:45–11:45
Elective Sessions (choose one)
Establishing a Global Standard
CASE’s Global Reporting Standards address the dynamic landscape of an ever-evolving advancement profession. Delve into best practices to gain understanding of the clear standards and guidelines required for counting and reporting for all types of institutions regardless of location. Join CASE’s Library Director Cindy Moon-Barna to learn more about what's included in the new standards, why they matter, and how key significant decisions will impact your work. You will also learn how the standards will apply to positions across advancement and institutional research, and how you can take on a leadership role to help incorporate them.
Speaker: Cindy Moon-Barna, Director of the Library, CASE
Lions, Tigers and Bears: Managing Complex Gifts
In today's ever evolving tax landscape it is important to understand how to properly assess gifts with appropriate tax implications for gift acceptance and gift processing standards. We will navigate through the matrix of rules that are set for gifts-in-kind, cryptocurrency and other complex donations. We will also explore IRS requirements as well as ethical questions that can arise in the acceptance and processing of gifts. We will discuss how to handle tax questions while maintaining ethical and common-sense practices that ensure accurate processing for the IRS and your auditors.
Speaker: Karen Sims
11:45 AM–1:15 PM
Lunch on your own
1:15–2:15
Small Group Conversations: Birds of a Feather
2:30–3:30
Elective Sessions (choose one):
Gift Administration Re-Imagined After Covid
Covid brought additional challenges that forced us to revisit our processes and put us on a path for automation, efficiency, and scalability. We will share our journey of how we transformed and improved our operations with direct impact on donor relations, operational costs, and return of investment. Our donors are happy and giving more and our staff is more engaged and productive than ever! Our solutions are replicable for any shop that wants to follow this path!
Speakers: Adriana Bitoun, Director, Strategic Advancement Resources, US Naval Academy Foundation and Elizabeth Root, Director, Gift Administration, US Naval Academy Foundation
CRM Conversions
Speakers: Karen Sims and Shalonda Martin
4:00–5:00
How Far You'll Go - the Journey of Data Governance
With data governance, no one knows how far it goes. It's not a destination, it's a journey. With this interactive and guided session, we'll cover the basics of what data governance is and how it helps you with data stewardship, data quality, and data ownership
Speakers: Christopher Amherst
5:00
Conference Adjourns for the Day
Dinner on your own.
8:30–9:30 AM
Continental Breakfast and Roundtable Discussions
Join your peers for optional small-group discussions during breakfast. Share your biggest challenges, review hot topics and discuss solutions with your peers.
9:30–10:30
Diversity and Advancement Data
Speaker:Shalonda Martin
Description: As institutions work to advance diversity, equity, and inclusion, Advancement shops are uniquely positioned to contribute to this effort. We engage with a variety of stakeholders, furthering the imperative to ensure we are inclusive in our efforts. Join us to explore ways we can integrate and operationalize DEI data in our systems.
