Day 1, Wednesday, June 1

8:00 AM
Registration opens

9:00-11:30
Affinity Group Discussions for Liberal Arts and Academic Medical Centers
All are welcome 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 center. Please indicate your interest when you register.
Facilitator for Liberal Arts: Mark DeWitt, Director of Corporate and Foundation Relations, Hope College

Facilitator for Academic Medical Centers: Michael J. Healy, Director, Corporate & Foundation Relations, University of Vermont College of Medicine

1:00-2:15 PM
Conference Welcome and opening Keynotes

• Art as a Humanistic Discipline in the University and the Museum
  With a mission to support the humanities and the arts, the Andrew W. Mellon Foundation has long been interested in the nexus that links universities to museums as institutions of research and education. Universities and museums have implemented their roles as engines of scholarly inquiry and education in increasingly distinctive ways, so much so that academic scholars as well as museum curators perceive growing gaps between their missions. Where this divide exists, it has not been beneficial to either academic scholarship or museum practice, and has benefited neither students nor museum audiences. Our resource-constrained times may offer unexpected opportunities to build bridges between academic and museum cultures, and to reinvigorate earlier understandings of art as a humanistic discipline. Universities and museums might thus develop innovative nonprofit partnerships of a kind likely to be of more general interest to funders of higher education.
  Speaker: Mariët Westermann, Vice President, The Andrew W. Mellon Foundation
• Corporate Relations and Corporate Philanthropy
  This moderated panel discussion will allow the audience to ask questions and learn about how colleges and universities can work with companies and their associated foundations. Representatives from two companies and their related foundations will discuss how each entity works with our schools to build mutually beneficial relationships.
  Session Designer and Speaker: Greg Lamb, Assistant Vice President, Corporate and Foundation Relations, University of Iowa Foundation
  Speakers: Heidi L. Ciha, Program Manager, Global University Relations, John Deere;
  Mara Sovey, President, John Deere Foundation; and Eileen Sweeney, Senior Director of Foundation and Community Relations, Motorola, Inc.

2:45-4:00
Elective Sessions (choose one)

• Working with Faculty to Refine Proposals: Practical Tips
  As at many smaller institutions, Grinnell's one-and-a-half person shop has dual functions: we conduct corporate and foundation relations for the institution, and serve as the college's sponsored research office. Perhaps half of our work involves supporting faculty members in grantseeking, including assistance with proposal preparation and submission. We have learned that many faculty members find writing a proposal to be harder than they expect. Among the obstacles are writing guidelines in a style that, as many guidelines require, is comprehensible to nonspecialists. This workshop will present some hints for addressing common pitfalls and for managing faculty expectations (and sensitivities). Participants will be given a chance to try their hands at cutting and "de-jargoning" a piece of academic prose.
  Session Designer and Speaker: Richard Cleaver, Writer, Grinnell College
•  Shifting the Campus Paradigm of Corporate Relations
  As more corporations shift their focus to less philanthropic types of gifting, strategic involvement and sharing of information and ideas across a university campus is crucial to effective overall relationship management. Establishing connections throughout campus and the company, not only to harness but to capture, the depth and breadth of the relationship is important to ensure the full impact of the relationship is known. This session encourages presenters and attendees to share strategies and ideas to affect a more comprehensive relationship management model throughout your campus and to discuss how the relationship can be measured.
  Session Designer: Robin Habeger, Director of Development, Iowa State University Foundation
  Speaker: Lisa Lorenzen, Director of Industry Relations, Iowa State University
• Leveraging Foundation Support to Build Your Institution's Research Pipeline: The Importance of Funding Young/Early Career Investigators
  Young or Early Career Investigators (YECIs), defined as research faculty under 40 years of age or within 10 years of their final degree or clinical training, are the innovators of the future. They bring fresh ideas and technologies to existing research problems and they pioneer new areas of investigation. Nobel laureates Harold Varmus, David Baltimore, James Watson and Dorothy Hodgkin all made their groundbreaking discoveries before the age of 30. The entry of new investigators into the ranks of independent, NIH or NSF-funded researchers is essential to the health of this country's biomedical and scientific research enterprise. However, obtaining support for investigators in this critical phase of their research careers can be daunting. This panel session will review funding statistics for YECIs, demonstrate how early investment in YECIs can lead the way to major NIH and NSF awards, and present two successful case studies for leveraging early-stage foundation support to grow your institution's research pipeline. Alexandra Nikitas will provide a funder's perspective on the importance of supporting the best and the brightest YECIs to aid in their transition from postdoctoral fellow to independent investigator.
  Session Designer and Speaker: Lily Cabrera, Director Corporate and Foundation Relations, NYU Langone Medical Center (NYU School of Medicine)
  Speakers: Terry B. Pearl, Senior Director, Corporate and Foundation Relations, NYU Langone Medical Center (NYU School of Medicine); Alexandra Nikitas, Executive Director, Cancer Research Foundation;  and Karen Pekow, Senior Associate Director, Foundation Relations, University of Chicago, Medical Center Development

4:15-5:30
Elective Sessions (choose one)

•  Building the Pipeline: Effective Partnerships and Beneficial Engagement
  Serving the needs of past, current and future students and employers is why universities exist. Graduates enter the workforce employer-ready; but how does the relationship between the university, the university graduate/individual extend to their employer organization continue after graduation? Session speakers discuss effective, replicable methods and existing programs that demonstrate how to build and maximize two-way knowledge and shared impact and outcomes between the business and university. Hear from distinguished professionals about how they implement creative ways to engage both the alum/individual and the organization for mutual benefit. Learn how targeted, effective prospect research and record keeping leads to comprehensive relationships with individuals in corporate and foundation organizations-all leading to mutually beneficial ways to increase interaction and engagement.
  Session Designer and Moderator: Margaret Nover, Director of Corporate and Foundation Relations, Central Washington University
  Speakers: LaMar Haugaard, Chief Pilot, Horizon Airlines; Michael Smith, Assistant Director, Advancement Services, Central Washington University; and Carol Smoots, Partner, Perkins Coie;
• Thinking Outside the Box: How to Encourage Faculty Collaboration
  How do you get faculty to work across disciplines? Learn how to get faculty to interact in a productive way with your Office of Corporate and Foundation Relations. This interactive session will provide examples of unique programs that are exciting and engaging. You will have the opportunity to share your experiences on how to encourage faculty while managing their expectations.
  Session Designer and Speaker: Heather Rich, Director, Corporate and Foundation Relations, Saint Louis University
  Speaker: Richard Cleaver, Writer, Grinnell College
• Evidence-based Educational Improvement: The Spencer Foundation
  Foundations and other funding agencies both create and respond to trends in the areas they support. The Spencer Foundation supports education research that is generated by the field as well as projects that respond to foundation-initiated programs. In this session, two of the Spencer Foundation's program officers will discuss trends in education research and describe the specific initiatives currently underway at the foundation, as well as the processes used in evaluating proposals. The presenters are also prepared to talk about the foundation's fellowship programs for dissertation students, postdoctoral students and journalism students. The session has been designed to leave substantive time for questions and answers, as well as group discussion.
  Session Designer: Sarah Fodor, Director of Foundation Relations, Northwestern University
  Speakers: Andrea Conklin Bueschel, Program Director, and Colin Ong-Dean, Associate Program Officer, The Spencer Foundation

5:45-7:00
Networking Reception

7:00
Conference Adjourns for the Day

Day 2, Thursday, June 2

 7:45-8:45 AM
Continental Breakfast/Roundtable Discussions

8:45-10:00
General Session
Higher Ed Partnerships in Improving Urban Education

Terry Mazany, president and CEO of the Chicago Community Trust and interim CEO of the Chicago Public Schools, will share insights from his experience with fostering partnerships to benefit urban public schools. A panel of three education program officers at the Boeing Company, the McCormick Foundation, and the McDougal Family Foundation will contribute their perspectives on challenges and successful practices in this arena. The discussion will focus on successful models of partnerships among school administrators and teachers, foundations and companies, colleges and universities, and community organizations.
Speakers: Terry Mazany, President and CEO of the Chicago Community Trust and Interim CEO of the Chicago Public Schools; Nora Moreno Cargie, Director, Global Corporate Citizenship, The Boeing Company; and Peter Mich, Executive Director, McDougal Foundation; and Sara R. Slaughter, Director, Education Program, McCormick Foundation

10:15 -11:30 AM
Elective Sessions (choose one)

• Researching and Identifying the Million Dollar Prospect
  In this case study, participants will learn how a director of advancement partnered with a CFR prospect researcher to identify organizations capable of making major gifts in support of large-scale initiatives. Drawing on current research in the fields of business, market and industry research, the session will provide concrete tools for crafting a CFR-based research funding strategy. We will cover advancements in the field of prospect research, including relationship mapping, data mining, data modeling and competitive intelligence. Participants will learn how to design a prospect research agenda, create a funding search strategy, mine 990-PFs, and manage the relationship between advancement officers and researchers.
  Session Designer and Speaker: Erin Miller, Research Specialist, University of Illinois
  Speaker: Alex Schmidt, Director of Advancment, College of Education, University of Illinois at Urbana-Champaign
• Funders are Catching On and You Can Too-The Gold in Fostering Partnerships with Community Colleges
  The Gates, Lumina, Kresge and Jack Kent Cooke Foundations, among others, have their eyes and support directed to community colleges for a reason: The success of these institutions and their students are essential to our nation's future. Nearly 45 percent of all undergraduates in the United States are at a community college. At the same time, some of the best private schools, including Cornell, NYU, Amherst, Smith, Columbia and others, are reaching out to community college students to enrich their diversity, their talent pool and extend the values their institutions stand for. Corporate and foundation relations officers are critical to this equation. Come hear how you can help build such partnerships, attract a more diverse and talented student body, and bring in funding all at the same time.
  Session Designer and Speaker: Brian Haller, Director of Foundation and Corporate Relations, Borough of Manhattan Community College
  Speakers: Emily Froimson, Senior Director of Scholar Programs, Jack Kent Cooke Foundation; Bart Grachan, Director, Community College Transfer Opportunity Program, New York University; and Angelo Williams, Program Officer, W.K. Kellogg Foundation
• Launching Web-based Resources for Faculty
  Faculty proposals for private sector funding are an important part of the CFR strategy. Many of our institutional donors will want to hear from faculty directly. With dozens, or hundreds or thousands, of faculty potentially able to apply for grants, CFR offices have to find creative ways to share information, encourage best practices, and market opportunities to faculty - especially foundation opportunities. This session will focus on partnership with sponsored programs, university colleges and others on campus to achieve impact with faculty. Our goal in CFR is always to add value. This panel will talk about how different programs have worked to design innovative and interesting web tools aimed at increasing both faculty interest in foundations and faculty success in proposals.
  Session Designer and Moderator: Maureen Martin, Senior Director, Foundation Relations, University of Michigan
  Speakers: Maureen Burns, Assistant Director, Government and Foundation Relations, University of Michigan, College of Engineering; and Lynne Chronister, Assistant Vice Provost, University of Washington

11:45 AM-12:45 PM
Networking Luncheon

1:00-2:15 PM
Elective Sessions (choose one)

• Social Innovation, Inc: Five Strategies to Profit from Social Change
  Based on Jason Saul's book, Social Innovation Inc, this session explores the concept of social responsibility and empowers companies to take back control of the social agenda. Issues like the environment, education, health care and international development are now huge areas of economic influence...and business opportunity. To seize this opportunity, companies must develop a new generation of social strategies. Instead of using business to drive social change, companies are using social change to drive business.
  Session Designer: Coleen Burrus, Director of Corporate Relations, Northwestern University
  Speaker: Jason Saul, Founder and CEO, Mission Measurement LLC, and Faculty, Kellogg School of Management, Northwestern University
• The MacArthur Foundation: Program Updates
  Join Richard Kaplan to learn the latest about the MacArthur Foundation's initiatives and grant-making priorities. The foundation typically awards over $50 million each year to colleges and universities. Learn how MacArthur provides support to institutions of higher education to advance its program strategies in Chicago, the United States and over 60 countries around the world.
  Session Designer:  Greg Lamb, Assistant Vice President, Corporate and Foundation Relations, University of Iowa Foundation
  Speaker: Richard J. Kaplan, Associate Vice President for Institutional Research and Director of Grants Management , John D. and Catherine T. MacArthur Foundation

2:15-2:45
Dessert Reception and Book Signing with Jason Saul

2:45-4:00
Elective Sessions (choose one)

• Building a Rock-Solid Partnership with the Office of Sponsored Programs
  For CFR shops at research institutions, there may be no single cross-campus relationship more important than the relationship with the Office of Sponsored Programs. Building a strong working relationship with OSP requires trust, transparency and shared values. Being able to effectively communicate, collaborate and resolve conflicts is essential to building a strong CFR-OSP partnership. Explore best practices for interpreting internal policies and collaborative approaches to successfully bridge the relationship building to compliance continuum.
  Session Designer and Speaker: Dondi Cupp, Assistant Vice President for Advancement, University of Washington
  Moderator: Don McGowan, Director, Corporate and Foundation Relations, Tufts University
  Speaker: Lynne Chronister, Assistant Vice Provost, University of Washington
• Just Say Yes: Making the Case on Paper and Online
  The elusive key to successful proposal writing is eliciting emotional identification or empathy in your audience. Artistotle called this Pathos. It is difficult to achieve in writing because there is no interpersonal connection. This session shares writing conventions that elicit reader empathy and bolster the persuasiveness of fundraising proposals. It includes a section dedicated to the unique demands of electronic submissions, a rapidly growing trend in both foundation and especially corporate relations. The session is designed to help make your written case for funding more persuasive both on paper and online.
  Session Designer and Speaker: Dennis Alexander, Director of Foundation Relations, Texas Christian University
• Preparing Successful Site Visits
  What does it take for a successful site visit? How do you engage internal stakeholders in the planning process? What are some techniques that engage the funding representatives in a dialogue about how your program fits their priority? Site visits require a well-planned process that gives the funding agency a feel for the project and how it fits within their priorities. Hear from a foundation representative about what foundations are looking for during their visit and what they want to know when they leave. Learn strategies organizations have used that have led to the successful funding of their programs.
  Session Designer and Speaker: Matthew White, Executive Director of Medical Center Development, Saint Louis University
  Speaker: William Keator, Vice President for Programs, The Arthur Vining Davis Foundations

4:15-5:30
Elective Sessions (choose one)

• On-Campus Collaboration: Making the Whole Greater than the Sum of the Parts
  Time is the most valuable commodity on small campuses, so how can we persuade faculty and staff to work with the CFR office? Learn how to develop a campus culture that supports the work of the CFR office. Discuss both formal and informal incentives for faculty and staff to engage in the process of securing corporate and foundation funding. Learn what is working for other campuses and how such internal collaborations are contributing to institutional success.
  Session Designer and Speaker: Jane Baker, Director, Corporate & Foundation Relations, Clark University
• What the Boss Needs From You
  CFR programs are often evaluated by the same criteria as other fundraising units, but metrics used for individual gift officers are a poor fit. Lengthy review cycles create a mismatch between annual goals and results. Deadlines drive solicitation timing, rather than staff plans. With tracking systems designed for individual donors and productivity measures based on visits and contacts, how should CFR officers document the substantive (mostly internal) actions required for proposal development? What measures drive staff towards activities that contribute the most to fundraising success? Hear from three former CFR officers who advanced to the top job armed with knowledge that all vice presidents should have. You'll leave with persuasive, straight-from-the-top recommendations that will clarify understanding in both directions and improve results.
  Session Designer: Patricia Gregory, Assistant Vice Chancellor and Executive Director of Corporate and Foundation Relations, Washington University
  Speakers: Robbee Baker Kosak, Vice President of University Advancement, Carnegie Mellon University; Lance King, Executive Vice President and Managing Director, Grenzebach Glier and Associates; and Peter Wilch, Vice President for Alumni & College Advancement, Cornell College
• Building Academic-Corporate Partnerships: Strategies for Growing Relationships within the Company
  Long-term corporate relationships with academic institutions typically start with targeted interactions which grow and broaden as the parties mutually explore additional areas of interest and connect champions on both sides. In time, the two become partners in a holistic set of interactions that provide acknowledged value to both partners. The panel members will discuss different models of corporate relations functions at their institutions and share perspectives on best practices for developing and managing academic-corporate partnerships.
  Session Designer and Moderator: Don McGowan, Director of Corporate and Foundation Relations, Tufts University
  Panelists: Maren Cattonar, Senior Industrial Liaison Officer, Office of Corporate Relations Massachusetts Institute of Technology; David Langiulli, Director, Corporate and Foundation Relations, Princeton University; and Michael Ransom, Associate Director, Corporate Relations, & Senior Advancement Officer, College of Engineering, Carnegie Mellon University

5:30
Conference Adjourns for the Day

Day 3, Friday, June 3

7:00-7:45 AM
Continental Breakfast/Roundtable Discussions

8:00-9:15
Elective Sessions (choose one)

• Project Streamline: Reducing the Burden of Grants Application and Reporting
  Are you drowning in paperwork and distracted from purpose as a result of time spent on grant applications and reports? Many organizations find that foundation grantmaking requirements take significant time, energy and money. Project Streamline is a collaborative effort of grantmaking and grantseeking organizations to encourage funders to streamline their requirements and reduce the burden on their grantees. During this workshop, led by a Project Streamline consultant and a local funder, you will learn about Project Streamline's findings and programs, share experiences from your own work, and leave with ideas for how you can take action to help your funders streamline their grantmaking.
  Session Designer: Jessica Bearman, Consultant, Bearman Consulting/Project Streamline
  Speaker: Cheryl A. Heads, Grants Manager, The Brinson Foundation
• Creating a Bigger Footprint: Positioning Your Project or Institution Through Strategic Alliances
  In an increasingly competitive grantseeking environment, smaller insititutions and niche programs need more than a good proposal to be competitive. Learn how to create a competitive case through partnerships and strategic alliances both on campus and with other insitutions.
  Session Designer and Speaker: John Hicks, President and CEO, J.C. Geever, Inc.
• University Partnerships with Energy Companies
  Much attention has been paid to multimillion dollar partnerships between major energy companies and universities. In this panel, executives from two major energy companies will discuss how they select university partners across a holistic spectrum of engagement including recruiting, major gifts, work force initiatives and research partnerships. We will also hear about what a university can do to be a good partner for industry.
  Session Designer and Moderator: Ann McAdam Griffin, Associate Director, Corporate Relations, Rice University
  Speakers: Michael Alvarez, Shell Workforce Development Initiative Lead, and Regina Flynn, Manager, Graduate Recruitment and University Relations, Shell Oil Company; and Barb Sheedlo, Manager, Recruiting & Staffing, ConocoPhillips

9:30-10:45
Elective Sessions (choose one)

• How the Tech Transfer Office Works with Corporate Relations at Three Major Research Universities
  Successful commercialization of university research can be very rewarding to all involved, but it must be viewed as a team sport to realize any kind of success. In this session, you will hear case studies on how the tech transfer offices at three Chicago-based research institutions work with their respective corporate relations offices to increase the prospect pool and broaden the dissemination of the relevant messages. Following the presentations, the audience will be encouraged to share their experiences on the topic so that all participants come away with at least one new idea on how these two functions can work more closely together for the benefit of the institution.
  Session Designer and Moderator: Jeff Coney, Director, Economic Development, Northwestern University
  Speakers: Nancy Sullivan, Director of the Office of Technology Management, University of Illinois at Chicago; and David Tiemeier, Deputy Director, Office of Technology & Intellectual Property, University of Chicago
• Was the Project Declined...Or Was it My Proposal?
  "I know there's life on Mars because I've gotten proposals from there!" - William Keator, Arthur Vining Davis Foundations
  Hear directly from program officers and be among the first to see the results of a survey of 20 foundation program officers on crafting your proposal with the right information about your project. In this day, when foundations are receiving on average ten times the number of proposals they were just a few years ago, your proposal has to be more than grammatically correct. During this session you will learn what set of information the grantmaker needs in the proposal and how to elicit that information about your project.
  Session Designer and Moderator: Birgit Smith Burton, Senior Director of Foundation Relations, Georgia Institute of Technology
  Speakers: William Buster, Program Officer, W.K. Kellogg Foundation; Jane Z. Daniels, Program Director, Higher Education Program and Clare Boothe Luce Program, The Henry Luce Foundation; William Keator, Vice President for Programs, The Arthur Vining Davis Foundations; William F.L. Moses, Program Director, The Kresge Foundation; and Brandi J. B. Orbin, Associate Director of Development, College of Humanities and Social Sciences NC State University
• The Tufts Institute for Biopharmaceutical Partnerships: A New Model for Faculty Researchers and Industry Collaboration
  Translating innovative biomedical research into new medicines-safe, effective and affordable drug therapies to treat human diseases-is a challenge marked by a combination of inefficiencies, length, risk and cost. Academic medicine, centered on the desire to advance human health, now also requires more proactive and novel ways to focus its mission on supporting life sciences research. The emergence of new disciplines and the demands for translational research challenge the academy to change the way it works and the manner by which such activities are underwritten. Tufts University recently launched a new initiative- Tufts Institute for Biopharmaceutical Partnerships (TIBP)-to partner with life science companies in drug discovery and development. Started two years ago as a joint venture between the Tufts University School of Medicine and University Advancement, the TIBP now unites health science researchers across all schools of Tufts and provides a single portal of engagement for industry interest and exploration. Dr. Lawrence Botticelli, chief business officer for the TIBP and a member of Tufts CFR office, will describe this Tufts model and review the internal and external challenges and opportunities experienced in launching this new initiative.
  Session Designer: Don McGowan, Director, Corporate and Foundation Relations, Tufts University
  Speaker: Lawrence Botticelli, Associate Director, Corporate and Foundation Relations, and Chief Business Officer, Tufts Institute for Biopharmaceutical Partnerships, Tufts University

11:00 AM-NOON
Ten Top Stories in Philanthropy: What Fundraisers Need to Know
Stacy Palmer, editor of the Chronicle of Philanthropy, will discuss what she sees as the 10 biggest stories that are shaping the nonprofit world-and answer your questions about what nonprofit organizations and grant makers across the country are doing to respond to the financial crisis and other major issues in the United States and around the world. Palmer will discuss the results of the Chronicle's annual reviews of foundation and corporate giving and offer a preview of what the newspaper will be covering in the months ahead. She'll lead you in a discussion of what issues should be on the agenda of major decision makers-and what topics deserve more attention in the press.
Speaker: Stacy Palmer, Editor, The Chronicle of Philanthropy

NOON
Conference Adjourns