Conferences & Training
Program - Winter Institute for Chief Development Officers

Day 1 Day 2 Day 3
Day 1, Wednesday, Feb. 14

NOON-1:00 PM
Registration

1:00-1:15
Welcome, Faculty Introductions, Principal Objectives and Orientation

1:15-2:30
Building and Supporting High-Performing Teams
A panel of chief development officers discuss the most important lessons they’ve learned about securing resources, hiring, firing, designing effective organizational structures, and creating healthy and productive teams.

2:45-4:00
Avoiding Pitfalls and Navigating Politics
Panelists discuss common pitfalls they have faced in the CDO role and talk about pitfalls faced by attendees. This session includes recommendations for navigating institutional politics. Come prepared to discuss a recent pitfall you have contended with and overcome, or one you are currently facing.

4:15-5:15
Q&A
Discuss the biggest challenges you are currently facing as CDO. We will discuss some as a group, and save others for discussion on Thursday and Friday.

5:15-6:15
Networking Reception
Successful CDOs are accomplished builders of “social capital.” A successful aspiring CDO builds relationships not only with donors, presidents and other senior institutional leaders, but also with respected colleagues in the development profession. Come meet faculty members and guests in an informal setting, and network with other attendees, some of whom may become career-long advisers and friends.

6:15
Institute Adjourns for the Day
Dinner on your own

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Day 2, Thursday, Feb. 15

7:45-8:30 AM
Continental Breakfast

8:30-9:45
Partnership with the President
The president/CEO is one of the CDO’s most important partners, and conversely, the CDO is one of the CEO’s most important partners. When this partnership is strong, great things—transformative things—can happen. When the partnership is weak, fundraising programs can experience significant setback. Identify critical elements in forging and sustaining healthy and happy partnerships and for serving as an effective member of the president’s executive management team. This session also takes a look at presidential transitions.

10:00-11:15
Working with the Board
Few CDOs have had an opportunity to work closely with a board until they step into the CDO role. Board members are among a CDO’s most important partners, and they are at the same time the CEO’s bosses. Learn how to navigate access to, and relationships with, these critically important partners.

11:30 AM-12:30 PM
Breakout Groups
Take the opportunity to talk with presenters and other attendees in smaller groups. Groups are formed around shared challenges identified in the opening sessions.

12:30-1:45
Lunch on your own

1:45-3:00
Raising Your Organization’s Largest Gifts
Examine the CDO’s role in principal gifts and review best practices to ensure that your organization’s 10 largest gifts are as large as possible.

3:15-4:15
Breakout Groups
Take the opportunity to talk with presenters and other attendees in smaller groups. Groups are formed around shared challenges identified in the opening sessions.

4:30-5:30
Q&A
This is your chance to discuss some of the largest issues and challenges raised in sessions and in small-group discussions, with the whole group.

5:30
Institute Adjourns for the Day
Dinner on your own

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Day 3, Friday, Feb. 16

7:45-8:30 AM
Continental Breakfast

8:30-9:45
Achieving Balance
What is the right balance between direct work with donors, management of fundraisers and the fundraising program, work with the board, work with the president and cabinet, and responsibilities as a senior leader of the institution? Where should CDOs focus, and how do they prioritize competing demands on their time? How can they ensure that everything gets covered? Find out at this session.

10:00-11:00
Breakout Groups
Take the opportunity to talk with presenters and other attendees in smaller groups. Groups are formed around shared challenges identified in the opening sessions.

11:15 AM-NOON
Key Takeaways
Presenters and moderators summarize key points they hope you will take from the conference. You will be asked to highlight key lessons learned and will be given the chance to ask final questions.

NOON
Institute Adjourns

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Day 1 Day 2 Day 3