Pre-Conference Session: Deep Dive into Campaign (7 May 2024)
Deep Dive - Campaign Essentials
12:00 – 5:00 PM UTC+8 (Lunch provided)
Join us for this APAC pre-conference deep dive session on the essentials of a campaign. As part of this session you will receive a toolkit with resources that support learning on the ambition and purpose of your campaign, institutional needs, making the case for support, team capacity, pipeline building as well as counting and tracking.
This session will be facilitated and delivered by Susie Balch, Associate Vice Chancellor, Institutional Advancement, NYU Abu Dhabi and Katherine Muller, Executive Director of Operations and Donor Relations, Advancement. London Business School.
Important Note: This will run concurrently with the Leadership Forum, and Roadmap to Advancement on 7 May 2024.
Room: Cardinal, Level 3, Grand Copthorne Waterfront
Co-Chairs:
Susie Balch
Susie is a 33-year Advancement veteran and experienced leader in higher education. Over the course of her career, she led on the development and delivery of organizational strategy, global vision and mission, and the development of institutional ambition to underpin transformation. She has led multiple advancement teams, delivering development and alumni relations programming for academic institutions across multiple countries.
With a proven track record in fundraising, she has been involved in 4 comprehensive campaigns, leading the effort on three, with goals totaling more than $600 million. Susie has extensive experience with cross cultural and global relationship management. Her work has included roles in the US at Harvard, in the UK at London Business School, and currently as the new Associate Vice Chancellor at NYU Abu Dhabi.
Susie is committed to the importance of people and relationships in advancement work and often cites the following quote from G.T. Smith … “Donors don’t give to institutions. They invest in ideas and people in whom they believe.”
Her relationship with CASE started in the early 90’s as an active member of CASE District I. More recently she served as the inaugural Chair of the CASE UK & Ireland Cabinet before moving to Abu Dhabi.
Katherine Muller
As Executive Director of Operations and Donor Relations Katherine’s role encompasses all areas of Advancement services, as well as oversight of strategy and planning, budgeting and people activities.
Katherine joined London Business School in 2009 as Director of Advancement Operations working alongside the Associate Dean, Advancement to prepare the school for its first comprehensive fundraising campaign. This involved setting up the operations function and preparing the foundation for successful friend and fundraising across the department. London Business School closed its campaign two years early in summer 2016 having raised £125m and 124,000 volunteer hours.
Before moving into the education sector, Katherine was Head of Development Services at Southbank Centre, the UK’s largest multi-disciplined arts centre. During her time there, the Development Department successfully delivered the £111million transformation of the Royal Festival Hall. She began her career at Arts & Business, where she headed up a team of consultants advising arts organisations on how they can benefit from corporate philanthropy and sponsorship.
Tuesday, May 7, 2024
Room: Cardinal, Level 3, Grand Copthorne Waterfront
8:00 AM - 9:00 AM UTC +8
Registrations starts
Grand Ballroom Foyer, Level 4
12.00 PM – 12:45 PM UTC+8
Networking Lunch
Foyer, Level 3
12:45 PM – 1:15 PM UTC+8
Welcome and introductions
Cardinal, Level 3
1:15 PM – 2:30 PM UTC+8
Campaign ambition and Institutional Priorities
- Connecting your Institutional vision to Campaign
- Creating your Team purpose and why it matters
- Identifying and shaping Campaign priorities
- Feasibility studies – what are they and how can they help
CASE Competencies: Strategic Thinking, Sector Expertise, Relationship Building
Cardinal, Level 3
2:30 PM – 2:45 PM UTC+8
Break
2:45 PM– 3:30PM UTC+8
Developing your Case for Support and People Resources
Case for support – the basics
- Assessing what resources you’ll need to deliver a Campaign
- Building a successful volunteer structure
- Inspiring internal support for your Campaign
CASE Competencies: Strategic Thinking, Sector Expertise, Relationship Building
Cardinal, Level 3
3:30 PM– 3:45 PM UTC+8
Break
Refreshment provided at Foyer, Level 3
3:45 PM – 4:45 PM UTC+8
Campaign pipeline and reporting
- Building and managing your pipeline successfully
- Creating new value in your pipeline
- Establishing a robust reporting structure that maintains confidence
CASE Competencies: Sector Expertise, Relationship Building, Integrity and Professionalism
Cardinal, Level 3
4:45 PM– 5:00 PM UTC+8
Summary and deep dive wrap up
Cardinal, Level 3
5.30 PM UTC+8
Welcome Reception
Grand Ballroom Foyer, Level 4