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
Communicating in a Political Environment
Over the past decade, higher education has shifted from having our faculty experts comment during election years to candidates using our work and missions as polarizing talking points. Regardless of your role in marketing or communications, grasping the interconnected nature of higher education and politics will empower you to be more effective in your role. Teresa will provide vital tools for proactive, strategic, and thoughtful action. In addition, this session will provide data and national trends from the current election year to frame how we can help our leaders look around corners and return to strategically communicating with our internal and external stakeholders to remain true to our strategic foci and key messages. Teresa will share what works in a polarizing environment, what we need to plan for in the coming months, and how we should position our expertise for different stakeholders so we can have a leadership role in shaping our own narratives and our institutions’ reputations.
Speakers: Teresa Valerio Parrot, Principal, TVP Communications
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
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
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
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
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
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
Metrics and KPIs Across Advancement
In the ever-evolving landscape of alumni relations and fundraising, understanding and leveraging the power of data is critical for success. This session will delve into the strategic use of metrics and KPI to drive alumni engagement and boost fundraising outcomes. Attendees will learn how to harness data to identify trends, measure engagement effectiveness, and tailor outreach efforts for maximum ROI.
Speakers: William Pierce, Associate Vice President of Alumni Engagement and Annual Giving, University of Toledo Foundation
10:00 AM - 11:00 AM CT
Alumni & Development Team Partnerships for the Win!
Regardless of how an advancement shop chooses to structure alumni relations and development, there are natural opportunities for alumni teams to collaborate with development teams to engage prospective and current donors in meaningful ways. In this session, you will hear relevant examples of alumni professionals partnering with development officers to cultivate donors in the major gift cycle, while also providing alumni audiences with unique and special experiences. You will gain insight into the win-win opportunities that you can create in your advancement shop that lead to major gifts while also engaging alumni with impactful, alumni-centered programming.
Speakers: Shumiala Kinnear, Associate Vice President and Chief Development Officer, Alumni Association of the University of Michigan, Jen McGrath, Deputy Executive Director of Donor Engagement and Communications for Resource Development, MIT