Day 1, Wednesday, February 24

NOON-1:00 PM
Registration

1:00-1:15
Welcome and Introductions

1:15-2:30
It Takes a Village: Building a Culture of Philanthropy
Private support is essential to advance the mission of our institutions, and engaged internal and external constituencies are critical to fundraising success. Susan Cruse talks about how to instill or enhance a culture of philanthropy at your institution, turning your board, alumni, friends, faculty, students and staff into committed advancement advocates and donors.
Discussion Leader: Susan Cruse

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

• Emergent Leaders: The New CDO and the First Six Months
  Congratulations on the new job. Now what? Regardless of whether you are at a small or large institution, how you spend your first six months positions you for continued success or failure. Learn how to spot early opportunities and challenges, manage expectations, build momentum and create buy-in for your vision for the organization.
  Discussion Leader: Pamela Hillman
• The CDO and the President's Leadership Team
  Advancement is now at the president or chancellor's table. Julie Houpt will discuss the value of leveraging strategic relationships on the leadership team to advance the philanthropic agenda and contribute to the success of the institution.
  Discussion Leader: Julie Houpt

4:15-5:30
Fundraising and the New Economic Reality: Social Media Rises to the Challenge
What role can social media play in challenging economic times for colleges and universities of all sizes? Will it be pared down or will it be treated as a more efficient way of talking with customers and building development?

Connecting with customers and business development has never been easier thanks to technology. Understand the expectations of embracing the social Web and hear Anthony introduce strategies to assist colleges and universities in building university advancement. Learn how to utilize sites like Twitter, Flickr, Ning, and more.
Keynote speaker: Anthony D. Owens, Senior Strategic Consultant, Virilion

5:30-6:30
Networking Reception

Sponsor: RuffaloCODY

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

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Day 2, Thursday, February 25

7:30-8:00 AM
Continental Breakfast

8:00-9:00
Leading in a Changing Environment
Emerging priorities, changing performance metrics, new leadership, increased demand for philanthropic dollars, strong-willed stakeholders - dealing with all the changes and others have become a routine part of the chief development officer's job. Forget about change management and think about leading in an ever changing environment. What are the opportunities? What are the potholes? How can we optimize the changes and get the most out of our programs?
Discussion Leader: Constance French

9:00-10:30
Strategic Planning When You're Off the Edge of the Map
Given the plethora of challenges, how do our institutions respond, creating and describing a new roadmap in ways all constituencies can understand and embrace, especially when constituents disagree or strategic direction is unclear, Pam walks you through some general principles of planning and describes one strategic exercise to help manage and drive institutional change.
Discussion Leader: Pamela HIllman

10:45 AM-NOON
Elective Sessions (choose one)

• Retaining Your Assets: Your Staff
  A great advancement team offers your institution a competitive edge. Even in this climate, good advancement professionals have options. In an era of diminishing resources and increasing expectations, what tools do we have to retain our greatest asset? Susan Cruse will talk about how to establish a great work environment and creative ways to keep your best.
  Discussion Leader: Susan Cruse
• Performance Management and Goal Setting
  Clear expectations that define what must be accomplished and what qualifies as success are critical to how you align and motivate your team to achieve objectives. Constance French will share techniques for taking out the guess work and creating a highly functioning team.
  Discussion Leader: Constance French

NOON-1:30 PM
Lunch/Roundtable Discussions by Institution Type
Participate in roundtable discussions in a peer setting, learning from and networking with colleagues with similar institutional opportunities and challenges.

1:30-2:45
Capitol Hill and Philanthropy
Government programs and policies surrounding stimulus money, healthcare reform and a mandated conversion to direct loans will have implications for universities that could result in unfunded mandates for the advancement office. John Engelen shares what the stakes are and what the outcomes may be, and the importance of working with your government relations professionals.
Keynote speaker: John Engelen, Vice President of Governmental Affairs, Office of Government and Community Relations, Emory University

3:00-4:15
The Tea Leaves and What's Next: Advancement Trends
The recession, decreased endowments and operating budgets, and a host of other factors have profoundly changed the academic landscape for the next several years. What are the ramifications for advancement as a result? Explore recent trends and the expectations for development, alumni relations, communications and government relations in this new environment.
Panel Discussion
Moderator: Susan Cruse

4:15-5:00
Faculty Firing Line

5:00
Conference Adjourns for the Day
Dinner on your own

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Day 3, Friday, February 26

7:30-8:00 AM
Continental Breakfast

8:00-9:00
Staffing the President
In a survey of campus presidents, the CDO's ability to work with in partnership with the president was unanimously considered the most important functional responsibility. Julie Houpt talks about how to forge an effective partnership with your president to make you both successful. 
Discussion Leader: Julie Houpt

9:15-10:30
Elective Sessions (choose one)

• Principal Gifts
  Principal gifts are critical to your advancement objectives, but the economic downturn has CDOs looking worried about how to generate and sustain momentum. Susan Cruse will lead a discussion about how to drive principal gift strategy, implement initiatives, and motivate and measure development officers to ensure your program thrives.
  Discussion Leader: Susan Cruse
• Board Engagement
  Your board can move your advancement agenda forward or backward. Pamela Hillman details strategies to turn the board into committed advancement stakeholders and advocates for your vision. 
  Discussion Leader: Pamela Hillman

10:45-11:45
Campaign Planning
Philanthropic support is more important to your institution than ever before, but do traditional campaign rules still apply? Julie Houpt will explore what remains the same and what new strategies may ensure the success of future campaigns. 
Discussion Leader: Julie Houpt

11:45 AM-NOON
Conference Wrap-up

NOON
Conference Adjourns

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