Wednesday 28th April 2021

15:00 - 15:15 BST Welcome, Introductions and Setting the scene

Sue Cunningham, President and CEO, CASE

Adrian Punaks, Executive Director of Development, University College London

15:15 - 15:45 BST Opening Plenary Part 1 - Context and what an online SIEF means for you

Adrian Punaks, Executive Director of Development, University College London

15:45 - 15:50 BST Group Virtual Photo

15:50 - 16:05 BST Break - virtual coffee optional

16:05 - 17:05 BST Opening Plenary Part 2 - “It takes a village…to raise a gift” - Building relationships across our institutions (Interactive session)

Lorna Somers, AVP, Development, McMaster University

Adrian Punaks, Executive Director of Development, University College London

Competency Cluster: Relationship Building

17:05 - 17:15 BST Screen break

17:15 - 17:55 BST Tutorial 1  - Breakout

• Reflect on opening plenaries
• Set the scene for the coming weeks

17:55 - 18:00 BST Week 1 Online session wrap up

Adrian Punaks, Executive Director of Development, University College London

18:15 - 18:45 BST CASE Virtual Networking

Bring a drink, join your fellow delegates for an informal SIEF networking fun.

Thursday 29th April 2021

15:00 - 16:15 BST Strengthening Diversity, Equity, and Inclusion in Advancement: Moving from Awareness to Action

Dr. Angelique S.C. Grant, Senior Consultant and Vice President, Aspen Leadership Group

Ronald J. Schiller, Founding Partner and Senior Consultant, Aspen Leadership Group

On demand – Self-directed learning for Week 1

All materials shared via the CASE Communities

Resources (Supplied from CASE Library)

• General reading
• Elective specific content

Wednesday 5th May 2021

15:00 - 15:05 BST Welcome and Introductions

Bruce Bernstein, Executive Director, CASE Europe

15:05 - 16:05 BST Regular Giving plenary: Switching on to regular giving

Learn more about the fundamentals of regular giving, develop your ideas on how best to connect with potential donors and explore effective means to benchmark your results.

Robert A. Burdenski, Principal, Robert Burdenski Annual Giving

Matt Ingram, Advancement Officer (Cancer Research), Newcastle University

Competency Cluster: Industry Expertise



This session is supported by:

16:05 - 16:20 BST Screen break

16:20 - 17:10 BST The Changing Career Pathways in Advancement

Dee Brecker, Head of Philanthropy, LSE

Graeme Byrne, Founder, Lagotto Solutions

Georgina Lyons, Philanthropy Manager, University of Bristol

Facilitated by: Sonja Dunphy, Managing Director, Richmond Associates

17:10 - 17:15 BST Project Briefing (TBC)

17:15 - 18:00 BST Tutorial 2

• Reflect on today's sessions
• Initial project briefing discussion
• Reflect on self-directed elective learning

Thursday 6th May 2021

15:00 - 16:15 BST Legacies Specialist Session

Miles Stevenson, Higher Education Philanthropy Consultant

On demand – Self-directed learning for Week 2 

All materials shared via the CASE Communities

Resources (Supplied from CASE Library

• General reading
• Elective specific content

Wednesday 12th May 2021

13:00 – 13:30 BST Alumni relations & fundraising: A marriage made in heaven? Or…

Collaboration between alumni relations, fundraising & communications is key to the success of  advancement in higher education. Whether you are a small department or already have a full-fledged advancement department. Making friends and build meaningful lifelong relationships with your stakeholders, whether they are donors, alumni volunteers, students, strategic partners is a joint effort. In this elective, I hope to answer you burning questions on how this (arranged) marriage can work, what challenges do you face within your organization and how to solve those.

Delia de Vreeze, Director of University Relations & Fundraising, VU Amsterdam

15:00 - 15:10 BST Welcome and Introductions

Adrian Punaks, Executive Director of Development, University College London

15:10 - 16:10 BST Major Gifts Plenary: ‘The Art & Anatomy of Major Gifts’

Lorna Somers, AVP, Development, McMaster University 

Chris Murphy, Director of Development, The National Theatre

Competency Cluster: Industry Expertise

16:10 - 16:25 BST Screen break

16:25 - 17:15 BST A Touch of Theatre

Kirsty MacDonald, Deputy Principal (Advancement), Royal Academy of Music

Sara Kalim, Fellow and Director of Development, Somerville College, University of Oxford

17:15 - 18:00 BST Tutorial 3

• Reflect on today's sessions
• Reflect on self-directed elective learning

18:00 - 18:30 BST Social Session 2 (TBC)

Thursday 13th May

15:00 - 15:30 BST Working with your CMO

Steve O'Connor, Special Advisor to the Vice-Chancellor, University of Leicester

Kerry Law, Chief Marketing and Engagement Officer, University of Leicester

On demand – Self-directed learning for Week 3 

All materials shared via the CASE Communities

Elective sessions

• A digital fundraising (snap) chat
• 10 things I wish I’d known earlier
• Principal Gifts
• Medical Fundraising

Resources (Supplied from CASE Library)

• General reading
• Elective specific content

Wednesday 19th May 2021

15:00 - 15:10 BST Welcome and Introductions

Adrian Punaks, Executive Director of Development, University College London

15:10 - 16:10 BST Campaigns Plenary

Liz Reilly, Director of Philanthropy and Donor Relations, University of Edinburgh

Adrian Punaks, Executive Director of Development, University College London

16:10 - 16:25 Screen break

16:25 - 17:10 Interactive Specialist Session – Ethics

Towards Ethical Intelligence

Sue Cunningham, President and CEO, CASE

Joanna Motion, Partner, More Partnership

Competency Cluster: Emotional Intelligence and Integrity & Professionalism

17:35 - 18:15 Tutorial 4

• Reflect on today's sessions
• Reflect on self-directed elective learning

On demand – Self-directed learning for Week 4

Resources (Supplied from CASE Library)

• General reading
• Elective specific content

Wednesday 26th May 2021

15:00 - 15:05 BST Welcome and Introductions

Adrian Punaks, Executive Director of Development, University College London

15:05 - 15:50 BST Donor Voices

Sir Damon Buffini, Founding Partner of Permira, Chairman of the National Theatre, Chairman of the Culture Recovery Fund Board

Jayne Hauxwell, Director, The Quiet Consultancy

15:50 - 16:00 BST Screen break

16:00 - 17:30 BST Group Project Presentation

Georgina Lyons, Philanthropy Manager, University of Bristol

Sonja Dunphy, Managing Director, Richmond Associates

Mark Curtis, Director of Development, New College, University of Oxford

17:30 - 18:00 BST Tutorial 5

• Reflect on today's sessions
• Reflect on self-directed elective learning

18:00 - 18:15 BST Final Thoughts from our Faculty and Project Feedback