Conferences & Training
Program - Advanced Development for Deans and Academic Leaders

Day 1: Monday, January 7

12:00 pm
Conference Registration

1:00 – 2:00 
Setting the Stage
Join chair Shaun Keister to meet the faculty and learn how to get the most out of your time at the conference. Advancement best practices will be identified and attendees will have the opportunity to take an initial assessment of their strengths and weaknesses in these areas.

2:00 – 2:30 
Keynote with President Paul Johnson

2:45 – 4:00 
Concurrent Elective Workshops (select one)

  • Data Driven Decision Making – Measure What Matters Most!
    Advanced CRM systems are at times a double-edged sword. While advancement programs have access to robust information systems it’s easy to get overwhelmed and lost in the data. Leaders need to focus on data that drives productivity. This session will help you think about using data to determine staffing, prioritize prospects, and allocate resources, as well as develop meaningful scorecards that lead to positive advancement outcomes.
  • Best Practices in Engaging Donors and Potential Donors
    We know that individuals who are engaged in organizations as volunteers give much more generously than those who are not. And yet, increasingly, surveys show that many deans and development professionals see volunteer management as a distraction. In a world where time is the most precious resource, many struggle to balance the benefits of volunteer engagement, with the time and resources necessary to do it well. This session will explore some of the best practices in effectively and efficiently engaging donors and potential donors in ways that lead to higher levels of philanthropy.
  • Developing a Case for Support of Vision

4:15 – 5:30 
Concurrent Elective Workshops (select one)

  • Strategic Planning
    This session will be a conversation about strategic planning processes and the place of your advancement leader in the early visioning. The presenters will discuss models, challenges and opportunities, and how to make the most of your partnership with advancement to inform the plan itself as well as its execution.
  • Trends in Philanthropy and the Impact to Giving
    Research shows there isn’t just an evolution in philanthropy, there is a revolution happening. Learn some of the latest emerging trends in donor behavior, giving trends and technology tools and assess how your program is not just keeping up but staying ahead in this fast paced environment.
  • Staffing Models for a Development or Advancement Office
    After 25 years of working in higher education advancement, the presenter has concluded that there are several different models for staffing a development or advancement function within a school or college. Staffing and program investment is driven by the aspirations of unit leadership, his or her available resources, the capacity of the current and future donor base, and the opportunities to collaborate with others across campus. This session will explore some of the best practices in developing an organizational structure that facilitates the effective engagement and philanthropy of donors and potential donors.

5:30 pm
Networking Reception

Day 2: Tuesday, January 8

7:30 – 8:30 am
Continental Breakfast

8:30 – 9:00 
Keynote with President Mark Zupan
Philanthropic Investment in Higher Education: It’s Motivation and Impact

Why is higher education such a magnet for philanthropic support? What can institutional leaders at colleges and universities do to maximize the impact of philanthropy from the perspectives of the donor, the institution, and the broader world?

9:15 – 10:30 
Concurrent Elective Workshops (select one)

  • The Art of Listening: Unlocking the Power of Donor Conversations
    Too often we prepare for a donor meeting armed with our own talking points, vision and goals and overlook the opportunity to hear from a prospect about what is truly important them. This session examines overall strategies of engaging with donors to assess their philanthropic goals while offering tactical ideas for who should make the ask, timing your approach, and how to genuinely learn from cues and clues of donors to deepen relationships and guide transformational giving.
  • Developing an International Development Program
    Is your institution ready to launch an international development program? Or, do you have an existing international program that you want to see grow? This session will walk you through the best practices for determining if your institution is ready for an international development program, offer ideas on how to develop this program, and provide strategies to sustain and grow this program.
  • Partnering with Leaders Across Campus
    Advancement is a team sport. Explore in this session how strategically engaging campus leaders and partners can impact advancement program performance and be a win-win for everyone.

10:45 am – 12:00 pm
Concurrent Elective Workshops (select one) – Repeats from 2:45 p.m. on Monday

  • Data Driven Decision Making – Measure What Matters Most!
    Advanced CRM systems are at times a double-edged sword. While advancement programs have access to robust information systems it’s easy to get overwhelmed and lost in the data. Leaders need to focus on data that drives productivity. This session will help you think about using data to determine staffing, prioritize prospects, and allocate resources, as well as develop meaningful scorecards that lead to positive advancement outcomes.
  • Best Practices in Engaging Donors and Potential Donors
    We know that individuals who are engaged in organizations as volunteers give much more generously than those who are not. And yet, increasingly, surveys show that many deans and development professionals see volunteer management as a distraction. In a world where time is the most precious resource, many struggle to balance the benefits of volunteer engagement, with the time and resources necessary to do it well. This session will explore some of the best practices in effectively and efficiently engaging donors and potential donors in ways that lead to higher levels of philanthropy.
  • Developing a Case for Support of Vision

12:00 – 1:30 
Lunch on Your Own

1:30 – 2:30 
Panel of Common Challenges for Deans and Academic Leaders

2:45 – 4:00 
Concurrent Elective Workshops (select one) – Repeats from 4:15 p.m. on Monday

  • Strategic Planning
    This session will be a conversation about strategic planning processes and the place of your advancement leader in the early visioning. The presenters will discuss models, challenges and opportunities, and how to make the most of your partnership with advancement to inform the plan itself as well as its execution.
  • Trends in Philanthropy and the Impact to Giving
    Research shows there isn’t just an evolution in philanthropy, there is a revolution happening. Learn some of the latest emerging trends in donor behavior, giving trends and technology tools and assess how your program is not just keeping up but staying ahead in this fast paced environment.
  • Staffing Models for a Development or Advancement Office
    After 25 years of working in higher education advancement, the presenter has concluded that there are several different models for staffing a development or advancement function within a school or college. Staffing and program investment is driven by the aspirations of unit leadership, his or her available resources, the capacity of the current and future donor base, and the opportunities to collaborate with others across campus. This session will explore some of the best practices in developing an organizational structure that facilitates the effective engagement and philanthropy of donors and potential donors.

4:15 – 5:30 
Concurrent Elective Workshops (select one) - Repeats from 9:15 a.m.

  • The Art of Listening: Unlocking the Power of Donor Conversations
    Too often we prepare for a donor meeting armed with our own talking points, vision and goals and overlook the opportunity to hear from a prospect about what is truly important them. This session examines overall strategies of engaging with donors to assess their philanthropic goals while offering tactical ideas for who should make the ask, timing your approach, and how to genuinely learn from cues and clues of donors to deepen relationships and guide transformational giving.
  • Developing an International Development Program
    Is your institution ready to launch an international development program? Or, do you have an existing international program that you want to see grow? This session will walk you through the best practices for determining if your institution is ready for an international development program, offer ideas on how to develop this program, and provide strategies to sustain and grow this program.
  • Partnering with Leaders Across Campus
    Advancement is a team sport. Explore in this session how strategically engaging campus leaders and partners can impact advancement program performance and be a win-win for everyone.

5:30 pm
Conference Adjourns for the Day

Day 3: Wednesday, January 9

7:30 – 8:30 am
Continental Breakfast

8:30 – 9:30 
Faculty Panel

9:45 – 10:45 
Stewardship of Highest Level Donors
This session will focus on the stewardship relationship in the context of high stakes: developing rapport and an effective working relationship, understanding expectations and intent, executing a productive project management plan, and strategic communications with all stakeholders including the donors, university administration, advancement executives, and the broader university community. We will share with you an inspirational UC Davis story whereby stewardship at the highest level helped develop the foundation for a philanthropic partnership that we believe will sustain for many, many years.

10:45 -11:30 
Scorecard Reflection and Next Steps

11:30 am – 12:00 pm
Conference Wrap-up and Final Questions

12:00 pm
Conference Adjourns