All sessions
Summer Institute in Advancement Services 2024
Summer Institute in Advancement Services 2024
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10:00 AM - 11:00 AM CT
I’m More Than My Degree: Affinity and Identity Based Engagement Strategies
Affinity and Identity-based alumni engagement is a powerful strategy framework designed to foster stronger connections with our communities. Rather than solely organizing events and solicitations on graduating class identity, this framework leverages an individual's interest and identity to engage more effectively. In this session, we will discuss the “magic of 3” and how to optimize relationship building using affinity and identity to achieve successful outcomes including deeper connections, better event attendance, and stronger fundraising.
Speakers: Joycelyn Blizzard, Director of Multicultural Alumni Engagement, Bowdoin College, Colin Hennessy, Vice President for Alumni and Donor Engagement, The University of Iowa Center for Advancement
11:30 AM - 12:30 PM CT
SIAS Institute Plenary: Collaborative Leadership: Learning to Lead without Authority
Have great ideas but not the top position? Discover strategies to communicate effectively, understand your audience, and develop your unique leadership voice. Enhance your ability to influence and inspire without formal authority, fostering a more dynamic and cohesive work environment.
Speakers: Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign
2:00 PM - 3:00 PM CT
The Role of Advancement Services in a Campaign
Operational excellence is the backbone of successful fundraising campaigns. This session will provide insights into what it takes for advancement services to be campaign-ready, focusing on data management, donor relations, information technology, training, and prospect development. Chart a path for you and your team that adds value before, during, and after a campaign.
Speakers: Jamie Hougen Johnson, Senior Director, Prospect Management, Systems Training, and Decision Support, University of Chicago
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: Dave Paek, Executive Director of Data Stewardship, Analytics, and Gift Administration, Northeastern University
3:30 PM - 4:30 PM CT
Predictive modeling & AI
Pull the curtains back and pay attention to Machine Learning inside (i.e., the foundation that produces all things AI). Learn basic concepts and examples of ML algorithms and how they relate to prediction and predictive AI. Finally, learn some basic to more complex ML tips, tricks & two-cent advice along the way.
Speakers: James Cheng, Executive Director for Business Intelligence & Prospect, Strategies Development & Alumni Relations (DAR), Boston University
3:30 PM - 4:30 PM CT
Cyber Security & Data Governance
Join us to learn how you can ensure your organization's data is secure by engaging in responsible stewardship of your constituents' information. This session will guide you through the process of reviewing and establishing best practices in cybersecurity and data governance. Discover practical techniques to protect sensitive data, mitigate risks, and uphold the highest standards of data security. By the end of this session, you'll be equipped with the knowledge and tools to safeguard your organization's data and build trust with your constituents.
Speakers: Shalonda Martin, Senior Director of Advancement Services, Pomona College
8:30 AM - 9:30 AM CT
All Institute Plenary: Leading From Your Seat
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, and results to supervisors, ensuring your contributions are acknowledged and appreciated. Additionally, we will delve into techniques for growing your reputation and credibility and positioning you for success in today’s rapidly changing work environment.
Speakers: Sarah Schutt, Chief Alumni Officer, Wisconsin Foundation and Alumni Association and Executive Director of the Wisconsin Alumni Association, University of Wisconsin-Madison, Floyd Akins, Vice President for University Advancement, University of Toledo
10:00 AM - 11:00 AM CT
Development Planning: Working with Fundraisers on Proposals and Goal Setting
Enhance your development strategy with this insightful session on collaborating with fundraisers to set and achieve meaningful goals. Learn effective techniques for aligning fundraiser objectives with organizational priorities, establishing realistic and ambitious targets, and monitoring progress. Explore best practices for fostering strong partnerships between development staff and fundraisers to drive success and maximize impact.
Speakers: Armin Afsahi, Vice President for Alumni Relations and Development, University of Chicago, Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign
10:00 AM - 11:00 AM CT
Alumni Engagement and Annual Giving Metrics in Campaigns
From “annual fund in a campaign”: All of our institutions are either preparing for, in the midst of, or transitioning out of a campaign. There is no absolute truth about whether to integrate your annual fund (and alumni engagement goals) into the campaign, but there are some important considerations to address before you make your decision. And you may even discover mid-way that you want to go in a different direction. This discussion will explore some of the pros, cons, and factors to consider in deciding how, when or if to use your campaign to promote annual giving (and alumni engagement).
Speakers: Lishelle Blakemore, Associate Vice Chancellor, Development, University Development and Alumni Relations, University of California, Berkeley, Caryn Schultz Korman, Assistant Vice Chancellor of Alumni & Donor Engagement, University of Illinois Chicago