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Summer Institute in Advancement Services 2023
Summer Institute in Advancement Services 2023
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10:00 AM - 11:00 AM CT
Mastering our Craft: Pathways to Peak Performance
Why do some fundraising & advancement professionals thrive where others struggle? What can we learn from individuals who arrive at the highest levels of performance? How might recent studies of expert performers inform our approach to our work? We will explore these questions and review techniques that are essential to our craft. Join us and discover why advancement stars are made and not born.
Speakers: Armin Afsahi, Vice President for Alumni Relations and Development, University of Chicago
10:00 AM - 11:00 AM CT
The Art of Storytelling
For more than 10,000 years humankind has been moved by great stories. Stories have changed the course of history, been used to right wrongs, and to educate new generations. In fact, at the Summer Institute, we devote an entire General Session to hearing stories from our faculty, revealing key lessons learned while they were in the field. Each of our educational institutions is bursting with powerful, meaningful stories. As advancement professionals, we have the opportunity and the challenge to capture this vital information and bring it to life. Many believe that the best fundraisers are also exceptional storytellers. This elective session will build upon some of the lessons learned in the General Session while diving into the techniques and approaches that will help anyone learn to tell a great story, including time to role play what you’ve learned with your classmates!
11:30 AM - 12:30 PM CT
Leading from Your Seat
Speakers: Katie Harrell, Sr. Director Strategic Performance Management, University of Illinois at Urbana-Champaign
2:00 PM - 3:00 PM CT
The 5 W's of Policies and Procedures for Managing Expectations, Compliance, and Best Practices
A clearly articulated (and easily implemented) set of policies and procedures supports every advancement operation's long-term ability to maintain data accurately, manage team and stakeholder expectations, and comply with requirements. But who decides what is the core set of policies and procedures you need in your toolkit and when each should be deployed? Where do you start in developing or refining your institutions set of policies and procedures? Why do you need both and how do you document and distribute each for the greatest impact? We'll discuss these questions, and more, as we identify the key policies and procedures you need and gain ideas for implementing best practice solutions while avoiding reaching for a one-size-fits all answer.
Speakers: Katie Harrell, Sr. Director Strategic Performance Management, University of Illinois at Urbana-Champaign
2:00 PM - 3:00 PM CT
Building a Data-Centered Culture at Your Institution
Every organization has a potential treasure trove of data, but not everyone recognizes the potential value of this commodity. This session will focus on the basics of addressing data needs at your organization. Participants will explore the value of data, strategies for data acquisition and integration, and practical ways in which we address data integrity. Importantly, practical means of measuring data-related ROI are explored.
Speakers: Shalonda Martin, Sr. Director of Advancement Services, Pomona College
3:30 PM - 4:30 PM CT
Advancement Services' Role in Donor Recognition Programs
Since no two donors are alike, it can be difficult to recognize them in a standardized, scalable fashion. Yet, over the years many approaches to donor recognition have evolved into what are now considered standard practices. Recognition societies, donor walls and annual donor rosters are a few such examples. Learn the basics of these practices and how advancement services supports them. Peek into the future of donor recognition via a brief look at some of the new ideas and trends seeking to further evolve our standard practices.
Speakers: Carrie White, Vice President of Technology, Information & Philanthropic Strategy, University of Cincinnati Foundation
3:30 PM - 4:30 PM CT
Talking AI: An Introduction to this trending topic
Many organizations may be talking about AI, but how many people really understand what it is? Or, its implications for the future of fundraising and our work? Attend this session to gain insights into the evolution and fundamentals of Artificial Intelligence. We will focus on the history of AI to build confidence in our understanding of its impact on our work today and in the future. You will leave the session with a list of practical talking points on AI you can bring back to your organization, including ethical considerations and the importance of adapting to emerging technologies for fundraising success.
Speakers: Jami H. Johnson, Director, Prospect Management and Information Engagement, University of Chicago
8:30 AM - 9:30 AM CT
Leading from Your Seat: The Art of Managing Up and Building Organizational Influence
In today's ever-evolving workplace, it is crucial to develop effective strategies for managing up to your supervisors and navigating your organization's structure. We will explore the art of managing from your seat, providing you with insights and practical techniques to cultivate strong relationships with supervisors and peers while influencing the decision-making process. We will explore how to effectively communicate your ideas, progress reports, and results to supervisors, ensuring your contributions are acknowledged and appreciated. Additionally, we will delve into strategies for building skills, reputation, mentorship circles, and positioning you for success in today’s rapidly changing work environment.
Speakers: Cindy Fredrick, Senior Associate Vice President for Engagement and Annual Giving, University of Virginia
10:00 AM - 11:00 AM CT
Show Me the Money: Advancement Services and Impact Reporting
Speakers: Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University