Day 1, Wednesday, June 2

8:00 AM
Registration opens

9:00-11:30
Affinity Group Discussions for Liberal Arts and Academic Medical Centers
Building upon the success of last year's inaugural sessions, we invite you to join a structured conversation on the unique challenges and opportunities involved in running a corporate and foundation relations office at a Liberal Arts College or Academic Medical Centers. Please indicate your interest in this free preconference discussion on your registration form.
Facilitator from Liberal Arts Colleges: Bob Weisenfeld, Assistant Vice President, Corporate and Foundation Relations, Gustavus Adolphus College
Facilitators from Academic Medical Centers: TBD
Moderator: Patricia Gregory, Assistant Vice Chancellor and Executive Director of Corporate and Foundation Relations, Washington University School of Medicine

1:15-1:30 PM
Welcome and Introductions

1:30-2:45
Opening Keynote Session
Engage the World: Remaining Competitive in a Global Landscape
Find out how a university distinguishes itself in a global economy. From the perspective of a public sector university and a private sector global funder, learn what it means to prepare students, faculty and staff to thrive and excel in a global environment.
Session Designer and Moderator: Helen Snow, Director, Corporate and Foundation Relations for Health Affairs, University of North Carolina at Chapel Hill
Speakers: Susan Desmond-Hellmann, Chancellor, University of California at San Francisco, and Regina Rabinovich, Director, Infectious Diseases Development for Global Health, Bill & Melinda Gates Foundation

3:00-4:00
Elective Sessions (choose one)

• Institutes, Centers and Other Educational Entities, Oh My!
  Universities have a strong tradition of establishing "centers", "institutes" and other intriguing "operational units" to enhance their academic standing, retain and reward star faculty, and build arenas of distinction. However, many of these entities are weak, illusory and are often unsustainably funded. They are also burdened with the distinct expectation (or not) that they will attract vast amounts of external support. So, what happens when they don't and the money starts running out? Through a table-top exercise, this session will analyze these entities and develop strategies to answer the questions: How do I fundraise for these units? Should I? And, if yes, how do I most effectively manage my time and others' expectations? And, if no, how do I effectively strategize a non-action plan?
  Session Designer/Speaker: Eric Thompson, Director of Corporate and Foundation Relations, Purdue University Calumet
• Undergraduate Science Education and the NSF
  Programs within the NSF Division of Undergraduate Education (DUE) constitute a comprehensive approach to strengthening STEM education at two- and four-year colleges and universities by improving curricula, instruction, laboratories, infrastructure, assessment, diversity of students and faculty, and collaborations. Karen Kashmanian Oates, deputy division director, undergraduate education will provide an overview of these programs, provide examples of recently-funded innovative proposals, and provide insight into how a CFR officer might lead an institutional effort to secure funding from one of these programs.
  Moderator: Julio de Paula, Dean of Arts & Sciences, Lewis & Clark College
  Speaker: Karen Kashmanian Oates, Deputy Division Director, Undergraduate Education, National Science Foundation
• University-Community Partnerships and Grantseeking
  "We can't fund you unless you're working with a community-based organization."
  Some funders are placing an increased emphasis on community-based grantmaking. How do colleges and universities compete successfully for funding from foundations and corporations that focus primarily on community-based organizations? Such funders wonder if academic institutions have a sufficiently applied approach or an adequate community-based focus to have a genuinely "ground-level" impact. How can universities and colleges bring the right programs to such funders' attention so that they see value in what our schools are doing in our immediate and extended communities? When it is necessary to partner with a community organization to compete for funding, when does such a partnership make sense and when does it prove more complicated than it's worth? What do funders with a strong community focus look for when a university or college approaches them? This session will offer examples from both the university and funder side to explore what does and doesn't work in university-community partnerships.
  Session Designer and Moderator: Jeff Jackanicz, Director, Corporate and Foundation Relations, University Relations, University of California, Berkeley
  Speakers: Leila Attarzadeh, Associate Director, Corporate and Foundation Relations, University of California, Berkeley; Steve Beitler, Manager, Silicon Valley Government and Public Affairs, Agilent Technologies and Carol H. Patterson, Director, Institutional Giving, External Relations, Dominican University of California

4:15-5:30
Keynote Session
Foundation Funding for the Humanities and Liberal Arts
Representatives from two of the leading private funders of the humanities and liberal arts will discuss their organizations' approaches and priorities.
Speakers: Donna Heiland, Vice President, Teagle Foundation, and Phil Lewis, Vice President, Andrew W. Mellon Foundation
Moderator: John Lippincott, President, Council for Advancement and Support of Education

5:30-6:30
Networking Reception

6:30
Conference Adjourns for the Day
Dinner on your own

Day 2, Thursday, June 3

7:30-8:30 AM
Continental Breakfast/Roundtable Discussions

8:30-10:00
Keynote Session
Accountability in Grant Making to Institutions of Higher Education
Paul Brest, a leading voice in the movement to measure the effectiveness of foundation grant making, and Stanley N. Katz, who has written broadly on the connection between philanthropy and higher education, will examine the growing demand for greater accountability on the part of both foundations and colleges and universities.
Speakers: Paul Brest, President, William and Flora Hewlett Foundation, and Stanley N. Katz, Director of the Center for Arts and Cultural Policy Studies, Princeton University

10:15-11:15
Elective Sessions (choose one)

• Just Say Yes: Conventions for Persuasive Proposals
  Aristotle said persuasion consists of Ethos, Pathos and Logos. Ethos is your personal character and credibility. Logos is the rationality or logic of your case. Pathos is the emotional identification or empathy you elicit in your audience. Pathos is difficult to achieve in writing because there is no interpersonal connection. Representing your institution well or stating a logical funding case is easy. Persuading a funder to identify with your project, to feel emotionally invested in it, is hard. This is the elusive key to successful proposal writing. This session examines writing conventions that elicit reader empathy and bolster the persuasiveness of fundraising proposals.
  Session Designer and Speaker: Dennis Alexander, Director, Foundation Relations, Texas Christian University
• Social Entrepreneurship and Higher Education: The Changing Landscape of Philanthropy
  New foundations funded by wealthy individuals have become key players in supporting those who want to make a difference in the world. This session will look at how we can engage with these new social entrepreneurial foundations and how to serve the core initiatives of our institutions while meeting the donors' demand for impact and accountability. Discussion will focus on how to reach philanthropists that do not understand how universities can have a wider role beyond teaching; and how higher education itself can adapt to the changing philanthropic scene.
  Session Designer: Janet Wasserstein, Associate Director, Foundation Relations, Massachusetts Institute of Technology (MIT)
  Speakers: Kriss Deiglmeier, Executive Director, Center for Social Innovation, Stanford Graduate School of Business and Sean Stannard-Stockton, CEO, Tactical Philanthropy Advisers
• Strategic Philanthropy: A New Paradigm for How Corporations Partner with Higher Education
  Corporations have been shifting their support from what had been purely philanthropic donations to meeting their overarching corporate objectives through "strategic philanthropy." Looking to the future and understanding how corporations are shifting their spending decisions to this new paradigm is going to be the key factor for higher education in establishing mutually beneficial partnerships with these corporations. This session will be presented by some of the leading corporate decision makers responsible for strategically investing those dollars and establishing mutually beneficial relationships with universities and colleges. As a result, participants will understand how they make their spending decisions while gaining keen insight into how to position their programs to fit this new paradigm.
  Session Designer: Eric Thompson, Director of Corporate and Foundation Relations, Purdue Calumet University
  Speakers: Emily Rogers, President, IEG Advisory Services; Steve Woodhead, University Relations Manager, Chevron Corporation; Cheryl Pierce, Vice President, Corporate Services & Events, Bank of the West and Freddy Santos, Regional Marketing Manager, Allstate Insurance Company

11:30 AM-12:30 PM
Networking Luncheon
This year's luncheon is dedicated strictly to networking. Table hop to visit colleagues based on their geographic region or institution type. You'll leave with great new contacts.

12:45-1:45
Elective Sessions (choose one)

• The Role of Corporate and Foundation Partners in the Research University
  University research is funded by a complex and ever-changing mix of public and private sources. The federal government supports most fundamental "discovery" research at most U.S. universities, primarily through programs of the National Institutes of Health, the National Science Foundation and the Departments of Energy and Defense. However, corporations and foundations are important research partners for university investigators, particularly through their support for more applied or "translational" research. This talk will begin with an overview of federally funded research, including future prospects, and then discuss the role of corporate and foundation partners in the university research enterprise as well as newer research initiatives at U.S. universities that are supported by other countries. What are some of the opportunities as well as the challenges for research funding in the current environment and how can CFR staff be valued allies to faculty in seeking that support?
  Session Designer and Speaker: Ann Arvin, Vice Provost and Dean of Research, Lucile Salter Packard Professor of Pediatrics and Professor of Microbiology and Immunology, Stanford University
• The Future of Corporate and Foundation Philanthropy: Beyond Facts and Figures
  "Philanthropy is not a static thing-it is more dynamic, robust and diverse than it ever has been"-Lucy Bernholz
  Do metrics and accountability count as much as they have in the past? Should they? Does the current economic climate encourage a different perspective from both the funder and the recipient? Learn about trends from three experts in the field of philanthropy who share insight into how higher education can be more responsive, relevant and efficient in this era of globalization, competitive markets and constant change.
  Co-Session Designer: Bob Weisenfeld, Assistant Vice President for Corporate and Foundation Relations, Gustavus Adolphus College
  Co-Session Designer and Moderator: Nancy Katano, Deputy Director, Corporate, Foundation and Research Relations, University of California, Los Angeles
  Speakers: Lucy Bernholz, Founder and President, Blueprint Research & Design, Inc., Peter Manzo, President & CEO, United Ways of California, and Bruce Sievers, Visiting Scholar, Center on Philanthropy, Stanford University

2:00-3:30
Keynote Session
Science of the Future
A distinguished panel of science experts will share how institutions of higher education can prepare for the rapidly changing science of the future. They will discuss the roles their respective organizations desire to take in efforts to advance the science of the future, and share what types of scientific ventures excite them and their colleagues.
Moderator: Julio de Paula, Dean of Arts & Sciences, Lewis & Clark College
Panelists: Cynthia Atherton, Program Officer, Science Programs, Gordon and Betty Moore Foundation; Jack Dixon, Vice President and Chief Scientific Officer, Howard Hughes Medical Institute; Jim Gentile, President, Research Corporation for Science Advancement; and Maria Pellegrini, Vice President of Programs, WM Keck Foundation

3:45-4:45
Elective Sessions (choose one)

• Maximizing Partnerships with Professional and Family Foundations
  During a time of economic uncertainty, how can foundations respond to increasing and competing requests from colleges and universities? How do foundations evaluate which institutions they will partner with? Foundation representatives will discuss how higher education can cultivate and sustain relationships with a diverse group of funders from newly established family foundations to renowned professional foundations.
  Panelists: Catherine Pyke, Program Officer, The Hearst Foundations; John Blum, President, and Kenneth J. Blum, Vice President, Kramer, Blum and Associates, Inc.
  Session Designer: Noelle Tisius Gervais, Executive Director of Corporate & Foundation Relations, Loyola Marymount University
• Executive in Residence: Engaging Corporate Leaders at a Deeper Level
  How do "Executives in Residence" programs engage and build upon relationships with corporations and corporate leaders? At UC Berkeley, a number of programs bring corporate leaders to various schools and departments as "visiting industrial fellows" and/or "loaned executives" for a determined period of time. Such executives play a unique and vital role in keeping campus researchers and students current with emerging trends in industry, and build stronger ties between Berkeley and our industry partners. Join us to learn more about the successes and challenges of these programs, hearing from participating executives and those who manage such programs, and explore the possibility of developing or refining such programs on your campus.
  Session Designer and Moderator: Jeff Jackanicz, Director of Corporate and Foundation Relations, UC Berkeley
  Speakers: Shail Kumar, Senior Director of External Relations, College of Letters and Science; Jasna Mrkic, Director, Industrial Relations Office, Department of Electrical Engineering and Computer Science; and David Riemer, Executive-in-Residence, Haas Institute for Business Innovation, University of California at Berkeley
• Prospect Research: Responses to Current Economic Challenges
  In this challenging economic climate, the ability to identify corporate and foundation prospects effectively and proactively is more important than ever. More often thought of as a strategic vehicle for individual fundraising than CFR, prospect research is critical to the success of CFR shops large and small. This session will examine both the tools and products available to prospect researchers and CFR officers, and best practices employed to maximize organizational success.
  Session Designer and Moderator: Bob Weisenfeld, Assistant Vice President for Corporate and Foundation Relations, Gustavus Adolphus College
  Speakers: Richard Horne, Assistant Director, Research, Office of Development, Yale University; Matt Kujawa, Corporate & Foundation Research Strategist, Advancement Research & Relationship Management, University of Washington; and Kathy Kuy, Senior Associate Director, Corporate and Foundation Relations, Boston College

4:45
Conference Adjourns for the Day
Dinner on your own

Day 3, Friday, June 4

7:15-8:00 AM
Continental Breakfast

8:00-9:00
Elective Sessions (choose one)

• The Effective Use of Volunteers for CFR Fundraising
  This presentation will review the advantages and challenges associated with the effective use of volunteers as part of a CFR fundraising strategy. The presentation will include discussion of the Naval Academy Foundation's reasons for forming a Corporate Advisory Forum, including the group's formal charter, membership selection issues, effective goal setting, lessons learned and other issues related to the management of this volunteer CFR fundraising team.
  Session Designer and Speaker: Kevin Reeds, Director, Corporate and Foundation Relations, US Naval Academy
• Culture Clash or Collaboration: Partnering with Your Sponsored Projects Office
  This interactive session will highlight ways that corporate and foundation relations staff can work with their peers in sponsored research. Rather than turf wars and competition for projects, collaboration can be fostered resulting in more gifts and larger grants to your institution. This session will highlight how a culture of cooperation can be built at a university by recognizing the contributions and strengths of each office.
  Session Designer and Moderator: Bob Weisenfeld, Assistant Vice President for Corporate and Foundation Relations, Gustavus Adolphus College
  Speakers: Jane Baker, Director, Corporate & Foundation Relations, Clark University; Annette Ketner, Senior Director, Foundation Relations, University of San Diego; Traci Merrill, Interim Director, Sponsored Programs, University of San Diego; and Susan Puryear, Director of Sponsored Programs and Research, Clark University
• Intel Corporation Higher Education Model: Built for Success
  Corporations often go through changes such as mergers, growth and downsizing. As such, relations with higher educational institutions are often impacted. This session will look at the Intel Higher Education model as one that has remained successful through strategic and thoughtful management. A representative from Intel will offer perspective on how to work effectively with corporate higher education offices.
  Session Designer: Nancy Katano, Deputy Director, Corporate, Foundation and Research Relations University of California, Los Angeles
  Speaker: JoZell Johnson, Global Manager, Intel Higher Education Program, Intel Corporation

9:15-10:15
Elective Sessions (choose one)

• The Funder Said "No." Now What?
  Explore the next steps and how to's of developing a funding relationship from the starting point of a "No." Topics will include how to reach out to the program officer, what questions to ask, and what additional information to have on hand. Also, how to bring this data back to your own constituency to help craft stronger funding requests. Participants will be equipped with five steps to reevaluate their funding request and begin to build a positive relationship with a funder.
  Session Designer and Speaker: Laura Schranz, Director, Corporate and Foundation Relations, New York Institute of Technology Main Campus
  Speaker: Jay Rodriguez, Chairman, The Muriel Pollia Foundation
  Moderator: David Ochoa, Director of Development/Government Liaison, New York College of Osteopathic Medicine, New York Institute of Technology
• The International Scene: Corporate Relations around the Globe
  In the growing globalization of educational institutions and the never ending search for newer sources of corporate and institutional funding, universities are looking ever farther afield to find support for their research and programmatic activities. Universities without substantial international exposure or budgets for such development activities may falter for lack of experience or an obvious starting point. In this panel and open discussion session, speakers will cover examples of engagement with Asian and European corporations, foundations and other funding institutions to uncover best practices in engagement and to offer suggestions for those exploring new horizons in funding.
  Session Designer/Speaker: Anthony St. George, Executive Director, GLOBE & Director of Development, CITRIS, UC Berkeley
  Speaker: Hugh Aldridge, Director of Business Relations, The University of Manchester and Todd Logan, Director of Corporate Relations, School of Engineering, Stanford University
• Holistic Corporate Relations: Creating a Comprehensive Relationship Between Corporations and Universities
  Corporations have shifted their relationship with universities from philanthropic giving to a return on investment strategy. Thus the university corporate relations office has had to expand beyond the traditional philanthropic model, which requires more coordination and multiple points of contact among internal constituents including sponsored research, career services, research centers/institutes, technology transfer and board of trustees. The universities that figure out how to work closest with industry will excel in the next decade. In this session three universities will share their experiences with changing corporate relations at their institutions.
  Session Designer: Coleen Burruss, Director, Corporate Relations, Northwestern University
  Speaker: Katrice Lee, Associate Director, Foundation and Corporate Relations, University of California, San Diego

10:30 AM-12:00 PM
Closing Keynote Session
Access in Higher Education: Common Priorities for Universities and Funders
As keeping higher education accessible to and affordable for as many students as possible becomes an ever-increasing priority, these panelists will offer their perspectives on what the most critical components of the access issue are and how colleges, universities, foundations and other partners can come together to reach their shared objectives. Public, private, large and small schools all have a role to play, and foundations are advancing a range of priorities on how best to address this issue. How can higher education institutions work effectively to support and increase access? What role should funders play in supporting colleges' and universities' efforts? What partnership ideas are funders looking for as they seek to make a difference on this critical issue?
Panelists: James L. Applegate, Senior Vice President for Program Development, Lumina Foundation; Robert Birgeneau, Chancellor, University of California, Berkeley; and Jeannie Oakes, Director of Education and Scholarship, Ford Foundation
Moderator: Julia Lopez, President and CEO, California Access Foundation

12:30
Conference Adjourns