Conferences & Training
Program Schedule

This schedule is subject to change.

Hosted by: UOWD

Monday, 5 February 2018

9 a.m.

Opening Ceremony and Welcome

9:30 a.m.

Opening Plenary

Through a Cultural Lens: Education and Engagement in the Middle East
Professor Mohamed Salem, President, The University of Wollongong in Dubai

10:45 a.m.

Coffee and Conversations

11:15 a.m.

Concurrent Sessions 1

Alignment of Institutional Strategy with Fundraising Strategy
Adrian Punaks

Your fundraising priorities aligning beautifully with your institution's strategy? Not always achievable, as we know all too well! Sadly, fundraising planning and institutional planning does not always happen concurrently; and people and priorities change all the time. This session will look at the conditions for success to ensure you can align your fundraising, with what the institution wants and needs. A one size fits all approach will not work, and there's a fine balance between your institution's characteristics, its leadership, its mission, its academic credentials, its volunteers, its alumni and of course its donors.

Learning Outcomes:

This session is suitable for all levels, and will explore the balance that exists between development driving the agenda and development following it - something that's relevant to anyone working in higher-education fundraising.

  • How to sift what's philanthropically attractive and what's not
  • How to create a framework to simplify your complicated organisation's offering to donors
  • Working well with academics, they are your fundraising stardust if you get it right

Demonstrating your Advancement Programme is Adding Real Value
Zoë Punaks

Showing the success of your fundraising programme within your institution isn't just about showing strong bottom line income figures. Considering the different measures of success that have value to your key internal stakeholders, from Finance to the faculty, is critical to achieving their support and buy in. This session will draw upon gift accounting/administration and reporting techniques to look at how to demonstrate your Advancement programme is adding real value to your institution.

Learning Outcomes:

  • Alignment of financial and gift accounting terminology
  • Identifying the success criteria for your Advancement programme that your institution values
  • Developing reporting techniques to suit a variety of internal audiences

12:15 p.m.

Lunch

1:15 p.m.

Concurrent Sessions 2

Impactful Alumni Relations
Lea Sublett

Long gone are the days where alumni relations professionals are considered friendraisers. In the last 15 years, alumni relations has required its professionals to be far more entrepreneurial. In an era of finite resources, an alumni strategy with clearly defined outcomes is more important than ever, regardless of institutional size and age. Alumni relations professionals must also be open to the evolution of integrated advancement operations, requiring greater collaboration across multiple areas whether development or student recruitment. This session explores the different components to developing an alumni strategy, and designing and delivering programs that impact diverse constituencies.

Learning Outcomes:

This interactive session, using case studies and presenter learnings, will suit colleagues at all levels of advancement.

Learning outcomes include practical examples demonstrating:

  • Benefits to integrated alumni relations and development functions.
  • Methods for establishing partnership models.
  • Ideas for developing metrics to embed within strategic planning to make the case for more resourcing.

When East meets West: Philanthropic Trends an Traditions in the Arab World
Dale Cooper

The session will include an overview of current philanthropic trends and practical examples of fundraising in the region, notably approaches from around the globe that have been imported, adapted and sometimes rejected.

Learning Outcomes:

  • Understanding of various approaches to fundraising that have worked or not worked and why
  • Access to the latest academic and practitioner research relating to philanthropy in the region
  • Ideas for developing relationships across cultures

2:15 p.m.



Coffee and Conversations: Perspectives from the Middle East

Discover and learn more about the various advancement efforts and exciting initiatives by colleagues and peers from the region.

Launching Advancement in the Middle East: From Grassroots to Growth
Julia Martinez, Director of Advancement, American School of Dubai

Most international, independent and not-for-profit schools around the world are in the early stages of understanding and embracing the benefits of an Advancement program to support long-term institutional goals. For institutions who desire the benefits, what are the most important factors to consider in order to prepare, resource and commit to a program that is both successful and sustainable? And in the Middle East, the concept and function of Advancement bring its own set of challenges and opportunities.

Learn the perspectives of the American School of Dubai, one of only a few not-for-profit schools in Dubai, and their journey to launch Advancement, building it from grassroots to an embedded program of the school.

3:45 p.m.

Concurrent Sessions 3

Building a Team and Talent Management
Adrian Punaks

Wherever you are in the world, recruiting and retaining the best staff is a challenge for us all. With salaries being driven up, other creative approaches need to be found to ensure we are not only finding the best, but keeping them. A holistic Talent Management programme is not just about recruitment, but about the pathway from prospective employee, to current employee to the point where careers advance elsewhere. This session will look at the tools, techniques and approaches we have at our disposal, as well as the values we embed and the culture we create to build stable, high-performing, happy teams.

Learning Outcomes:

This session will offer a Chatham House opportunity to look at what works and what does not. It will use case studies, and will suit colleagues who are responsible and involved in building and managing teams.

  • Importance of values based recruitment, alongside skills/experience based recruitment
  • Non-financial incentives to recruiting and retaining a high-performing team
  • How to encourage cross-team working and breaking down silos

Best Practice in Digital Marketing to Aid Student Recruitment
Jonah Duffin

Prospective students are making complex, expensive and often life-changing decisions in tumultuous socio-economic times. They have more global choice and English-taught programmes to choose from than ever before. At the same time, marketing has changed and developed dramatically. Universities that are able to fully utilize the tools that digital marketing brings and communicate effectively with today's digital native generation will be best placed to thrive today and in the future.

This session will use a mixture of data, insights and examples of from within and outside the sector to demonstrate what best practice in digital marketing looks like.

Learning Outcomes:

  • How to plan and implement digital marketing campaigns
  • The latest tools and techniques available for digital marketing
  • How to use data to make marketing decisions

4:45 p.m.

End of Session

6 - 8 p.m.

Welcome Reception


Tuesday, 6 February 2018

8:30 a.m.








Faculty 1 to 1's

Delegates are encouraged to engage in informal brief discussions with any of the faculty on relevant topics or challenges. Tap into their expertise and experience in advancement either in schools or higher education.

In consideration of time, slots are limited (a maximum of 2 slots per faculty) and interested delegates should inform the respective faculty in advance. First come, first served basis.

9 a.m.

Roundtable Discussions

10:30 a.m.

Coffee and Conversations

11 a.m.

Concurrent Sessions 4

Maximising the Value of your Institution's Relationships
Zoë Punaks

Many of our prospects and donors have complex and layered relationships with our institutions; they might have multiple contacts internally and a variety of different ways of engaging with our work whether speaking at events, mentoring students or funding our research. Yet often the complexity of our organisations can mean it's difficult to understand the full extent of someone's relationship. Data and systems can help us to build a better picture, and this session will consider what datasets, whether formal or informal, might help enhance Advancement activity and support stronger relationships.

Learning Outcomes:

  • Identifying sources of valuable information and hidden gems within your institution
  • Protocols for gathering information from senior leadership after events/meetings
  • Managing complex datasets and CRM systems

Trends in Transnational Education
Jonah Duffin

With over 67 million visits to the Hotcourses sites, we have a wealth of real-time data to provide a helicopter view of the sector and the behaviour of prospective students as they research their study options. Hotcourses Group recently expanded its offering to include a transnational education course search and the addition of 3,400 TNE programs allows students to search for courses in their own country, or overseas, with a degree awarded from a foreign university.

This session will use up to the minute data to talk through the current sector trends, paying particular attention to the growing TNE sector.

Learning Outcomes:

  • Current trends in international student demand
  • Current trends in student demand for TNE
  • How political and socio-economic factors impact on student demand trends

12 p.m.

Lunch

1 p.m.

Concurrent Sessions 5

Prospect Research and Prospect Moves Management Systems Leading into a Campaign
Dave Shepherd

Implementing a major gift programme or campaign can be daunting. The bedrock of a successful process is the implantation of an effective moves management system; combining the art and science of fundraising. This session will explore effective frameworks to identify, qualify, cultivate, ask and steward prospective and current donors. A strong systems approach allows the softer touch points and personalised journey to be captured, developing a donor centric experience that is received positively and timely. It should also provide practitioners and management with the confidence that goals will be met.

Learning Outcomes:

  • Develop a concrete example of a moves management programme
  • Ideas for developing metrics and performance indicators
  • Combining quantitative and qualitative data points for successful cultivation and solicitation

"Students First"
Lea Sublett

Supporting and enhancing the 'student experience' from first contact to becoming alumni is critical to the success of our institutions. At the King Abdullah University of Science and Technology (KAUST), the alumni office is uniquely positioned within student affairs where the priority is students first. Located alongside recruitment and admissions, and within a portfolio comprising student events, welfare and careers, Alumni Affairs works on programs that help attract the brightest minds into its graduate programs, and provide alumni with volunteer experiences that engage future, current and former students. This session looks at how an alumni program can work effectively to support future and current student experiences, where the return-on-investment prioritizes student recruitment and retention and alumni engagement.

Learning Outcomes:

This interactive session will suit colleagues at all levels of advancement.

Learning outcomes include practical examples demonstrating:

  • Ideas for cultivating a culture of institutional alumni engagement.
  • Benefits to establishing integrated alumni relations and student recruitment, admissions and support functions.
  • Ideas for transitioning future students to students, and students to alumni.

2 p.m.

Break

2:15 p.m.



Coffee and Conversations: Perspectives from the Middle East

Discover and learn more about the various advancement efforts and exciting initiatives by colleagues and peers from the region.

5 in 15
Syed Bashir, Manager, Development Relations, University Development, King Abdullah University Of Science and Technology

Learn about 5 ideas that are easy to implement right now in your operation. Hear about everyday challenges and how to educate, overcome and succeed effectively in the Advancement Services, Areas of Prospect Research, Stewardship, Gift Processing and Database Management. Philanthropic donations are not new to the Middle East but the process of cultivating, researching and stewarding donors is a topic that is still not entirely known or accepted in this region. Explore how cultural, social and even political factors make this a challenging yet exciting field to be a part of.

3:45 p.m.

Concurrent Sessions 6

Stewardship: A comprehensive overview of stewardship from Annual Fund, Major and Legacy gifts
Dave Shepherd

When you receive a gift, the best fundraisers know that the job's only half done. This interactive, sharing session sets out to demonstrate that, if you want to keep your donors and develop the relationship to its full potential, you have to do more than say thank you or send a tax receipt, you have to master the art of donor recognition and stewardship - from giving circles to donor walls, gift agreements to little hand-written notes. The session will explore how stewardship fits into the fundraising cycle, as an ongoing activity rather than a one off activity.

Learning Outcomes:

  • Share practical examples of good stewardship activity
  • Establish an impactful donor centric journey with your organisation
  • Identify culturally appropriate stewardship activity at a range of gift levels
  • How to avoid internal institutional divisions negatively affecting the donor experience

4:45 p.m.

End of Session


Wednesday, 7 February 2018

8:30 a.m.








Faculty 1 to 1's

Delegates are encouraged to engage in informal brief discussions with any of the faculty on relevant topics or challenges. Tap into their expertise and experience in advancement either in schools or higher education.

In consideration of time, slots are limited (a maximum of 2 slots per faculty) and interested delegates should inform the respective faculty in advance. First come, first served basis.

9 a.m.

Roundtable Discussions

10 a.m.

Coffee and Conversations

10:30 a.m.




Open Forum and Closing Session

Join the faculty for a dynamic and candid discussion on things that matters to you and your institution about advancement. Get inspired by their stories and come with your questions and get practical advice!

12 - 1 p.m.

Farewell Lunch

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