Conferences & Training
Program Schedule

Updated as of 7 October 2018. This schedule is subject to change.

Check out previous program here.


Day 1: Wednesday, 10 October - The Leadership Centre, Brisbane

10:30 a.m. -11a.m.

Arrival and Registration
Lounge, Level 3

11 a.m. - 12:15 p.m.

Welcome
Chua Beng Hwee, Executive Director, Global Engagement (Asia-Pacific), Council for Advancement and Support of Education

Opening Plenary: Advancement Services - who are we?
Caroline Chang, Higher Education Consultant,
TSI -Transforming Solutions, Inc.

Sue Birch, Director, Advancement Services, The University of Queensland

From alumni engagement through to marketing and communications, volunteer management, donor cultivation and donor stewardship, Advancement Services is a linchpin in successful Advancement programs. As a profession, though, we're still relatively new. Join this plenary session to explore who we are, how we got here and why we're so important!

Room 2, Level 3

12:15 p.m. - 1:10 p.m.

Networking Lunch
Lounge, Level 3

1:10 p.m. - 2 p.m.

Track Sessions (choose 1 to attend)

Elective # 1

Introductory Track:
Gift Acceptance and Compliance

Caroline Chang, Higher Education Consultant,
TSI -Transforming Solutions, Inc.

Have you heard stories about departments buying curtains with money from the scholarship fund? Do you have unspent funds languishing in your gift accounts? If not, it's highly likely you will, at some point. You can take steps, however, to avoid such regulatory and public/donor relations nightmares. This session will cover several key steps you can and should take to help safeguard your organisation's reputation including promoting a culture of compliance, shared responsibility, and open information.

Room 1, Level 3

Intermediate/Advanced Track:
Blurred Lines: Finding clarity with university-affiliated international foundations
Tara Turner, Senior Advancement Manager, The University of Queensland
Jacque Koutsis, Business Process Improvement Coordinator, The University of Queensland

This session will explore various types of organizational structures that universities may choose when establishing or partnering with a university-affiliated international foundation. In addition to providing tax-effective giving options for international donors, a university-affiliated foundation requires significant and sometimes sophisticated processes to support the granting of donations to a foreign university, and to maintain compliance with its regulatory bodies in country. Without clarity of roles, responsibilities, processes and policies, lines can easily become blurred between the university and its international counterparts. Using examples from The University of Queensland, presenters will address the challenges, benefits and key considerations when working with these organizations.

Room 3, Level 3

2:10 p.m. - 3 p.m.

Track Sessions (choose 1 to attend)

Elective # 2

Introductory Track:
Prospect Identification, Research and Rating: Back to Basics
Anneke Burlinson, Interim Manager, Advancement Services, Murdoch University

Prospect identification, research and rating is essential for generating the next major and planned gift. If you're just starting out in your Advancement Services career, you need to know what a good program looks like. In this session, you'll learn the basic concepts about ways to identify prospects, what to research, how to rate, and what to record in the database, drawn from Anneke's experience in Prospect Development.

Room 1, Level 3

Intermediate/Advanced Track:
Advancement data strategy: the importance of data governance, data stewardship and an Advancement data strategy and roadmap
John Bird, Associate Director, Business Intelligence, The University of Auckland

Your data is a living thing and should be the heartbeat of your Advancement team. However walking the line between it becoming an outdated but beautiful museum piece and keeping it alive but still healthy is no mean feat. Add in the heightened public sensitivity around data in the aftermath of GDPR and scrutiny over Facebook's data use and retention, and your database manager may be starting to get pushed into an unwelcome spotlight.

In this session, John explores these topics and explains how a clear roadmap for delivering predictive analytics at the University of Auckland helped define the detail around the approach to data governance and stewardship.

Room 3, Level 3

3 p.m. - 3:30 p.m.

Afternoon Tea
Lounge, Level 3

3:30 p.m. - 4:20 p.m.

Track Sessions (choose 1 to attend)

Elective # 3

Introductory Track:
Policies, procedures and guidelines: are they really necessary?
Sue Birch, Director, Advancement Services, The University of Queensland

Making the time to develop and maintain policies, procedures and guidelines can be a challenge, even when we know they're integral to the success of the work we do - this session considers the importance of a strong governance framework and explores the difference between policies, procedures and guideless in the context of a university. Join us to learn more about those policies, procedures and guidelines which are must-haves in Advancement, those that can wait a little longer, and those that might be nice to have one day. Finally, from a practical perspective, we'll also look a plan for achieving all of this on top of our day-to-day work.

Room 1, Level 3

Intermediate/Advanced Track:
Project management and service delivery - the critical role of Advancement Services in successful project implementation across Advancement
Jude Alldred, Associate Director, Services and Support, La Trobe University

Everything is a project! Well, perhaps not quite everything, but could a project management approach be useful to the successful planning and delivery of activities within your portfolio? What is the role of advancement services and how can we add value? The session will look at the application of a project management approach and how the digitalisation of services, amongst other innovations, is leading to an increasing role for advancement services within projects and service delivery.

The session aims to provide an opportunity to share ideas and experiences.

Room 3, Level 3

4:30 p.m. - 5 p.m.

Closing session
Panel discussion with conference co-chairs - summing up day and Q&A from audience

Room 2, Level 3

5 p.m.

Walk to Hilton Brisbane

5:15 p.m. - 7 p.m.

Welcome Reception
The Pool Terrace, Level 8
Hilton Brisbane


Day 2: Thursday, 11 October - The Leadership Centre, Brisbane

8:30 a.m.

Arrival and Registration
Lounge, Level 3

9 a.m. - 10 a.m.

Plenary Session: The new European General Data Protection Regulation: Implications and actions for Australian advancement offices
Adrian Beney, Partner, More Partnership
Moderated by: Caroline Chang, Higher Education Consultant, TSI -Transforming Solutions, Inc.

The GDPR is the biggest revolution in privacy regulation in Europe for 20 years. It has a direct impact on any organisation with an EU-based branch, charity or association. Additionally it has worldwide reach, affecting anyone on your own database and in the EU (as well as post Brexit UK).

More broadly, since many argue that privacy is a universal right, some other legislatures are looking at GDPR as a model for updating their own privacy legislation.

The session, led by one of the leading UK experts on GDPR in education, will cover what you need to do now and how you might prepare for domestic legislation based on similar principles.

Room 2, Level 3

10 a.m. - 10:30 a.m.

Morning Tea
Lounge, Level 3

10:30 a.m. - 11:20 a.m.

Track Sessions (choose 1 to attend)

Elective # 4

Introductory Track:
Data analytics and insights for Advancement

Tania Fernando, Manager, Business Intelligence and Reporting, The University of Melbourne
Menik Tissera, Regular Giving Analyst, The University of Melbourne

The University of Melbourne's ‘Believe' campaign has raised over $800M to-date and owes much of its success to data-driven strategy and decision making. Internally, insights gained from deep-dive analytics have changed perceptions of how data can assist in developing new relationships for the University. This presentation will address how the University of Melbourne, Advancement Office leverages data and business intelligence to inform and influence planning for a successful and sustainable $1Bn campaign.

Room 1, Level 3

Intermediate/Advanced Track:
Relationships are not made in a day: give me data!
Kym Madden, Principal, Customcom

Data is needed for alumni engagement but what kind of data? In this presentation Kym discusses the potential of data to build the alumni relationship and offers tips for getting the vital data you need. This presentation dives into alumni-centred and relationship-based research, and why you may be missing out.

Room 3, Level 3

11:30 a.m. - 12:20 p.m.

Track Sessions (choose 1 to attend)

Elective # 5

Introductory Track:
Alumni Metrics for Beginners - Tracking Contactable Alumni, Event Attendance, Volunteering and More
Rikki Bryant, CFRE, Associate Director of Development (Prospect Management and Research), University of North Carolina at Chapel Hill

The customer relationship management or "CRM" is the vehicle which can make or break your relationships with an alumni constituency. Are you maximizing your CRM or fundraising database to its greatest potential? In this session, we will explore best practices for tracking your alumni; means of tracking may include event attendance, volunteering, donor recognition programs, and more.

Room 1, Level 3

Intermediate/Advanced Track:
Engaging Metrics: Building an Alumni Engagement Model
Jon Avalon, Business Coordinator, Queensland University of Technology
Ken Gideon, Alumni Manager, Queensland University of Technology

Knowing which of your Alumni are committed to and supportive of your institution can be a powerful tool for fundraising, relationship development and furthering the goals the University; but knowing which of your Alumni are engaged and what activities demonstrate this commitment can be a difficult question to answer. This session will look at how we can build engagement scores which measure real engagement with the University and how systems and processes can be made which make gathering and calculating these scores part of business as usual; and how other areas of your institution can get involved in recording and developing these important measures.

Room 3, Level 3

12:20 p.m. - 1:20 p.m.

Networking Lunch
Lounge, Level 3

1:20 p.m. - 2:10 p.m.

Track Sessions (choose 1 to attend)

Elective # 6

Introductory Track:
Measuring success in fundraising - Metrics for beginners
Jimmy Buck, Director of Development (Major & Annual Gifts), The University of Sydney

Almost every new major gift officer will need several months on the job before they close their first major gift. Success in fundraising isn't measured solely in terms of dollars; there are additional data points that are important to understanding success in fundraising. This session will explore metrics that can be applied across fundraising.

Room 1, Level 3

Intermediate/Advanced Track:
Prospect Portfolio Review and Optimization: Finding our strike zone
Alexander Oftelie, Managing Associate, Bentz Whaley Flessner
This session will provide techniques and tricks for fundraising programs of any size to review and optimize portfolios for one-to-one cultivation. Metrics for constituent performance, fundraiser performance, moves management will all be covered, in addition to integration of wealth screening, predictive modeling, and engagement scoring. Finally, this session will cover "change management" philosophies to encourage and promote strong collaboration and develop a culture of best-practices for long term success.

Room 3, Level 3

2:20 p.m. - 3:10 p.m.

Track Sessions (choose 1 to attend)

Elective # 7

Introductory Track:
QUT Giving Day - Data for the Win
Myan Phamtran, Senior Advancement Analyst,Queensland University of Technology
Adam Ruble, Development Coordinator - Annual Giving, Queensland University of Technology

This presentation will go through the key components that helped QUT find success with their inaugural Giving Day. Some are fairly obvious, like the vital communication plan and converting university leaders into advocates. However, some elements of success are less intuitive. The underpinning of the success of QUT's Giving Day was a great deal of work leading up and after by the Advancement Services team. This presentation will also go over some of the practical questions when planning for a Giving Day such as, what resources do we need in place, what kind of return on investment can we expect, and how long do we need to plan. Additionally, the presentation will cover possible road blocks to consider when planning a Giving Day.

Room 1, Level 3

Intermediate/Advanced Track:
Predictive Modeling for Donor Acquisition: Moving past "spray and pray"
Alexander Oftelie, Managing Associate, Bentz Whaley Flessner
Who should we invest for acquisition? Can we achieve the same fundraising results, by spending less? How should segment for best channel and message? These are questions all non-profit face with even loyal donors-how do you begin to answer for new supporters? This session will provide an overview of how predictive analytics can support new donor acquisition. Topics will include the benefits and blind spots, modeling for channel and messaging, data acquisition to support, and how to be smarter consumer.

Room 3, Level 3

3:10 p.m. - 3:30 p.m.

Afternoon Tea
Lounge, Level 3

3:30 p.m. - 4:20 p.m.

Track Sessions (choose 1 to attend)

Elective # 8

Introductory Track:
Wealth ratings and electronic screenings
Molly Masiello, Research Manager, Fundraising Research and Consulting

In this session we will look at wealth screening as a tool in the prospect identification process; from the planning stages and common pitfalls to what to do with the results, we will discuss how to get the most out of the process. Once you have those prospects identified, how do you prioritise them? We will go on to look at prospect rating as a further stage in the process - what are common practices, what criteria might you use, and what tools are out there which can help you?

Room 1, Level 3

Intermediate/Advanced Track:
CASE Asia-Pacific Alumni Relations Survey + CASE Alumni Engagement Metrics Taskforce
Jimmy Buck, Director of Development (Major & Annual Gifts), The University of Sydney

Since 1979, the CASE Reporting Standards and Management Guidelines for Educational Fundraising has been a staple of Advancement offices around the world. This 176-page, blue, yellow and white handbook has guided countless fundraisers to success. But what about measuring success in alumni relations? The Alumni Metrics Task Force formed in 2016 to address the need for an industry wide framework to measure alumni engagement. This session will give an update of the Task Force's work to-date, as well as an overview of the CASE Asia-Pacific Alumni Relations Survey.

Room 3, Level 3

4:30 p.m. - 5 p.m.

Closing Session
Panel discussion with conference co-chairs - summing up day and Q&A from audience

Room 2, Level 3


Day 3: Friday, 12 October - The Leadership Centre, Brisbane

8 a.m.

Arrival and Registration
Lounge, Level 3

8:30 a.m. - 9:15 a.m.

Roundtable Discussions
Take part in these facilitated informal discussions to talk about pertinent topics in the profession, and share experiences and best practices with other delegates. Additional topics will also be identified during the course of the conference so get your ideas ready!

CRM implementation: A QUT Case Study
Myan Phamtran, Senior Advancement Analyst, Queensland University Technology
Ryuhei Nose, Application and Systems Coordinator, Queensland University Technology

Learn about QUT's enterprise CRM implementation and see how the solution provides the foundation for active management of partner relationships across the organization through a supported customer relationship approach. We will showcase our implementation strategy and how we leveraged technical capabilities for benefits realization, as well as share our experience in transitioning from project to an organization wide service model along with the supporting frameworks required for success.

Organizational Change: Remaining positive and focused through times of change and understanding the journey for what it is
Sharon Christodoulou, Executive Officer, The University of Queensland

Many advancement offices are going through at least one, if not two or three structural changes over the past several years - this can be challenging and destabilizing for teams. How can we adopt positively and keep ourselves on track amidst the changes in our organizations?

Building an Advancement Services Team
Anne Webster, Director of Operations, Macquarie University

When building a team, what kind of structure, expertise and skills do we need to put in place? Is there an ideal structure that can be applied across the board or is it influenced by other factors? What role do soft skills play in our success?

Prospect Research and Management: Adding value is the key to success, but how is this measured and achieved?
Anneke Burlinson, Interim Manager of Advancement Services, Murdoch University

Prospect research and management is the foundation of building strong and sustainable relationships with our donors. How do we ensure that we our optimizing all available information and resources to contribute to institutional success?

Room 2, Level 3

9:30 a.m. - 10:20 a.m.

Track Sessions (choose 1 to attend)

Elective # 9

Tutorial / Workshop:
CASE Charitable Giving to Universities in Australia and New Zealand Survey
Stefanie Hardacre, Manager, Campaign Strategy & Analysis, Monash University

The Charitable Giving to Universities in Australia and New Zealand survey is now in its sixth year. With access to the survey data via the online toolkit, including longer term trend data, lies the opportunity for detailed analysis to support planning and strategy - it's like candy for a data enthusiast. This session will explore examples of the deeper analysis available, as well as highlighting the survey's value for leadership. The session will also highlight key findings and trends from the most recent survey.

Room 1, Level 3

Technology and Reporting:
CRM Selection and Implementation
Caroline Chang, Higher Education Consultant,
TSI -Transforming Solutions, Inc.

Few words can strike as much fear into the heart of an advancement services professional as "new system." The selection and implementation of a new information system requires considerable resource commitments: do you know what questions to ask? What are the factors to consider? What can you do to prepare your organization for an implementation so that it's a success? You will come away from this session with knowledge of the essential steps for a successful CRM selection and implementation.

Room 3, Level 3

10:20 a.m. - 10:50 a.m.

Morning Tea
Lounge, Level 3

10:50 a.m. - 11:40 a.m.

Track Sessions (choose 1 to attend)

Elective # 10

Tutorial / Workshop:
Building a Donor Relations Toolkit
LeeAnn Foster, Donor Relations Manager, The University of Western Australia

How do you keep your institution relevant to its supporters when life is constantly changing? As Advancement Service Professionals it's important to stay one step ahead of trends and regularly assess your programs. This session will present insight into trends affecting donor relations and give tangible examples on how you can keep your toolkit relevant.

Room 1, Level 3

Technology and Reporting:
Making the case for investing in data - it shouldn't be so hard!
Sue Birch, Director, Advancement Services, The University of Queensland

In an increasingly data-driven world, many Advancement offices fail to invest adequately in data - from data integrity through to data analytics - yet expect the results that will come from having done so. Making the case to invest shouldn't be so hard, so how do we do it?

Room 3, Level 3

11:50 a.m. - 12:40 p.m.

Track Sessions (choose 1 to attend)

Elective # 11

Tutorial / Workshop:
A Methodical Approach to Improving Data Integrity
Rikki Bryant, CFRE, Associate Director of Development (Prospect Management and Research), University of North Carolina at Chapel Hill

As the saying goes, "bad data in, bad data out." Data is one of the hottest topics being talked about by advancement services professionals around the world. In order to create effective reports and draw actionable insight from analysis, the data itself must be as accurate as possible. During this session, we will explore a systematic approach to improving the integrity of data for any sized organization. Specific topics that we will cover include forming an efficient data management committee, completing a data audit and needs-based assessment, and processes used to execute a successful data hygiene project.

Room 1, Level 3

Vendor Session:
Marketing automation and online engagement tools
Nick Zeckets, CEO and Co-founder of QuadWrangle, Inc

Engagement is hard. Every constituent wants a personal touch, but you and your team have only so many hours in the day. Come learn how marketing automation and community tools can help you and your alumni scale their impact.

Room 3, Level 3

12:40 p.m. - 1:30 p.m.

Networking Lunch
Lounge, Level 3

1:30 p.m. - 2:20 p.m.

Track Sessions (choose 1 to attend)

Elective # 12

Tutorials / Workshop:
Prospect portfolio reviews - A case study: initiating and implementing regular prospect portfolio reviews
Pauli Kautoke, Manager, Prospect Development, The University of Queensland

In order for fundraisers to have balanced and manageable portfolios with greater opportunity for success, a regular prospect portfolio review is a must-have for any fundraising organization.

In this session, you will hear how The University of Queensland (UQ) implemented their first regular prospect portfolio reviews. Pauli will take you through the processes they have put in place, what they have learned, the impact it has made on their fundraisers and prospect researchers and what is yet to come.

Room 1, Level 3

Vendor Session:
BI and Analytics Tools: Hype vs. Help
Alexander Oftelie, Managing Associate, Bentz Whaley Flessner
Non profits have become wealthy with data, yet many struggle with how to make the most value from the critical information they collect and store. This session will provide an overview of the most impactful BI and Analytics tools, how to critically evaluate their fit for your program, and best practices for development and deployment. From dashboards and reporting, to embedded dynamic scoring, this session will distinguish between "hype" and "help", and develop strategies to continue to leverage data to develop engagement and support.

Room 3, Level 3

2:30 p.m. - 3:30 p.m.

Closing Plenary: Where to from here: the future of Advancement Services
Caroline Chang, Higher Education Consultant,
TSI -Transforming Solutions, Inc.

Simone Garske, CFRE, Board Director, CASE Asia-Pacific
Jennifer Karlson, CFRE, Pro-Vice-Chancellor (Advancement), The University of Queensland
Jocelyn Kelty, Director, Richmond Associates, Australia Office
Moderated by: Sue Birch, Director, Advancement Services, The University of Queensland

According to the Association of Advancement Services Professionals, Advancement Services provides the backbone of an organisation's advancement operations. So, what does this mean in terms of the future? What are our Advancement leaders looking for in their Advancement Services teams, and how do we successfully partner with our Advancement colleagues to achieve the best outcomes? What are our strengths? Where are the gaps? Where should we focus our efforts, and what skills and knowledge do we need to acquire or further develop? Join this lively panel discussion to learn more about the emerging trends in respect to Advancement Services teams of the future!

Room 2, Level 3

3:30 p.m. - 4 p.m.

Wrap and close

  • Key learnings and takeaways
  • What did we get right, what did we miss
  • Ideas and suggestions for AS track at APAC 2019
  • Acknowledgements

4 p.m. - 4:30 p.m.

Closing Tea Reception
Lounge, Level 3


CASE Asia-Pacific reserves the right to change the program without prior notice.