All sessions
Summer Institute in Advancement Services 2024
Summer Institute in Advancement Services 2024
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54 Results Found
10:00 AM - 11:00 AM CT
Equity-Minded Engagement
Curious how DEI practices can enhance your engagement strategy but unsure how to proceed? Join us to discover how to harness DEI data to elevate your alumni engagement efforts. Learn how to apply these insights to craft inclusive and meaningful experiences, identify and address the unique needs of alumni from diverse identities, and ensure that every interaction fosters a sense of belonging and community.
Speakers: Joycelyn Blizzard, Director of Multicultural Alumni Engagement, Bowdoin College, Shalonda Martin, Senior Director of Advancement Services, Pomona College
10:00 AM - 11:00 AM CT
Prospect Management Policy & Strategy
Collaboration crediting. Prospect assignment hierarchy. Portfolio assessment cadence. Prospect and portfolio transfer policies. These are just some of the Prospect Management (PM) relevant topics organizations wrestle with, whether their PM program is just starting out or has reach its maturity zenith. Join in the conversation on establishing PM policies and strategies from 3 perspectives: one with a fledging PM team, one with a mature PM program, and a gift officer's perspective on PM.
Speakers: James Cheng, Executive Director for Business Intelligence & Prospect, Strategies Development & Alumni Relations (DAR), Boston University, Jamie Hougen Johnson, Senior Director, Prospect Management, Systems Training, and Decision Support, University of Chicago, Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio
10:00 AM - 11:00 AM CT
Mastering Your 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
What You Need to Know about Strategy
Highly sought advancement professionals understand strategy. Whether you’re an early professional, mid-career, or aiming for an executive chair, those who are most valuable to their team understand what their university stands for, who it benefits, and why people should care. These essential but ephemeral ideas are wrapped up in the university’s brand and organizational strategy. In this session we’ll explore how to understand your university’s strategy and how to align your goals, talents and interests with the needs of your institution for the greatest mutual benefit.
Speakers: Tony Proudfoot, Vice President for Marketing and Strategic Communications, Western Michigan University
11:30 AM - 12:30 PM CT
SIAS Institute Plenary: Career Pathways for the Advancement Services Professional
Explore the diverse and rewarding career pathways in Advancement Services in this comprehensive session. Whether you're new to the field or seeking to advance your career, we'll provide insights into what a career path may look like, and what other options are out there in regards to the wider lense of Advancement Operations. Join us to understand how you can navigate your professional journey in Advancement Services and achieve your career goals.
Speakers: Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University
2:00 PM - 3:00 PM CT
Fundamentals of Gift Processing
Are you just getting started in gift processing or have questions that you haven't been able to find answers to? This presentation on the Fundamentals of Gift Processing is perfect for you! We will cover the essential aspects of managing contributions and review CASE and IRS standards. Additionally, we'll address those sticky or complex gift situations that arise, including gifts in kind, cryptocurrency, stock, and estate gifts. We aim for this session to be interactive, so please bring any gift processing scenarios where you've been stumped or needed clarification. Join us to enhance your skills and navigate the complexities of gift processing with confidence.
Speakers: Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University
2:00 PM - 3:00 PM CT
Career Pathways Workshop
Join us for an engaging and interactive exploratory workshop designed to help you gain clarity on your career journey. In this session, you'll learn how to effectively advocate for yourself and identify the skills necessary to achieve your goals. Through a series of hands-on activities and discussions, you'll explore your career aspirations through career mapping, develop strategies for self-advocacy, and create a personalized action plan for skill development. Whether you're just starting out or looking to advance your career, this workshop will provide you with the insights and tools needed to confidently navigate your professional path.
Speakers: Shalonda Martin, Senior Director of Advancement Services, Pomona College
3:30 PM - 4:30 PM CT
Navigating Post-Implementation Challenges of a New Database: Lessons Learned and Best Practices
Join us for an insightful session, where we delve into the various challenges encountered during the post-implementation phase of a new database system. This session will cover common obstacles such as data migration issues, user adoption hurdles, and integration complications. We will explore practical resolutions, including effective communication strategies, comprehensive training programs, and continous support mechanisms. Attendees will gain valuable insights and actionable strategies to ensure a smooth transition to maximize the benefits of their new database.
Speakers: Dave Paek, Executive Director of Data Stewardship, Analytics, and Gift Administration, Northeastern University
3:30 PM - 4:30 PM CT
Introduction to Analytics
Collecting and storing information is a key function of advancement services. By taking the next step to make sense of the ocean of information and turn it into actionable information, we can provide more benefit to our organizations. Learn the fundamental theories and practices for putting in place analytics to drive your organization forward with some tips, tricks & two-cent advice.
Speakers: James Cheng, Executive Director for Business Intelligence & Prospect, Strategies Development & Alumni Relations (DAR), Boston University