Conferences & Training
Program Schedule

Updated as of 20 August 2018. This schedule is subject to change.

Check out previous program here.


Day 1: Wednesday, 10 October

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

Arrival and Registration

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

Welcome

Opening Key Session
The essential role of Advancement Services in driving success across institutional Advancement! From alumni engagement through to marketing and communications, volunteer management, donor cultivation and donor stewardship, Advancement Services is a linchpin in successful Advancement programs. Join this panel of experienced Advancement leaders to hear their insights on the vital role of Advancement Services in driving success across all facets of institutional Advancement!

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

Networking Lunch

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

Track Sessions (choose 1 to attend)

Elective # 1

Introductory Track:
Gift acceptance, documentation and compliance: understanding the basics

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

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 organisational 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 organisations.

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.

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, 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.

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

Afternoon Tea

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.

Intermediate/Advanced Track:
Project management and service delivery - the critical role of Advancement Services in successful project implementation across Advancement

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

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

5 p.m. - 7 p.m.

Welcome Reception


Day 2: Thursday, 11 October

9 a.m. - 10 a.m.

Plenary Session
Information privacy and the implications of the GDPR

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

Morning Tea

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, Senior BI Analyst, 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.

Intermediate/Advanced Track:
The role of data science in building enduring relationships with alumni

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

Intermediate/Advanced Track:
Engaging Metrics: Building an Alumni Engagement Model
Jon Avalon, Business Co-ordinator, 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.

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

Networking Lunch

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.


Intermediate/Advanced Track:
Prospect portfolio reviews and optimisation

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

Track Sessions (choose 1 to attend)

Elective # 7

Introductory Track:
Online alumni engagement - what is this all about and how do we track it?

Intermediate/Advanced Track:
Predictive modelling for donor acquisition

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

Afternoon Tea

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?

Intermediate/Advanced Track:
CASE Asia-Pacific Alumni Relations Survey + CASE Alumni Engagement Metrics Taskforce
• Key findings of 2018 survey
• Overview of work being done by taskforce
Jimmy Buck, Director of Development (Major & Annual Gifts), The University of Sydney

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

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


Day 3: Friday, 12 October

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

Roundtable Discussions
Facilitated discussion on 5 to 6 key topics submitted by delegates through pre-conference survey

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.

Technology and Reporting:
CRM selection and implementation
Caroline Chang, Higher Education Consultant, TSI-Transforming Solutions Inc
Daraus Mirza, Director, Advancement Services and Operations, Deakin University

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

Morning Tea

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.

Technology and Reporting:
Reporting

  • From the simple to the advanced - from ad hoc data requests through to data warehouses, dashboards, and self-service reporting

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 Associate Director of Development University of North Carolina at Chapel Hill

The old 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 be able to effectively analyse and create reports from small or large data sets, 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 will be highlighted include forming a data management committee, completing an audit and needs based assessment, and tips/tricks to executing successful data hygiene projects.

Vendor Sessions:
Marketing automation and online engagement tools

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

Networking Lunch

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.

Vendor Sessions:
BI and analytics tools

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

Plenary Session
Where to from here: the future of Advancement Services

Sue Birch, Director, Advancement Services, The University of Queensland
Caroline Chang, Higher Education Consultant, TSI-Transforming Solutions Inc
Simone Garske, Director, Alumni and Development, Queensland University of Technology
Jennifer Karlson, Pro-Vice-Chancellor (Advancement), The University of Queensland
Jocelyn Kelty, Director, Richmond Associates, Australia Office

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


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