Conferences & Training
Programme - Development Services Conference

The Chairs for the Development Services Conference, 2014, are Alex Hyde-Parker, head of information management, University of Manchester and Chris Pipkins,associate vice president-advancement information services, James Madison University.

Thursday 9 October

09:00 Registration and Refreshments

09:45 Welcome, Followed by Aims and Objectives

Chris Cox, director of development, University of Manchester; Chris Pipkins, associate vice president, advancement information services, James Madison University and Alex Hyde Parker, head of information management, University of Manchester

10:15 Opening Keynote: International Fundraising

She's liked you on Facebook, linked via LinkedIn and follows your tweets. But she lives in Tokyo and you live in Tottenham. That is a long way away - geographically, culturally, and philanthropically. She is waiting for your call. She is the challenge we must meet.

Chris Carnie, managing director of international prospect research specialists, The Factary

11:15 Break

11:45 Breakout Session One

Fundamentals

Innovations

Data Analytics for Small Shops or Small Budgets

Whether you are short on staff or operate within a limited budget, using simple techniques to better understand your constituents will help you prioritise your fundraising activity so that you gain the maximum impact. This session will examine how to analyse a simple dataset to gain both important insights and actionable output.

Paul Weighand, insight manager, University of Edinburgh

Smoke and Mirrors - The Dark Art of Campaign Counting

Every institution will have to decide what to count towards their campaign total and it's not a simple matter. What should be in and what should be out? It needs to take into account your core values, your aspirations, your strategy. How does it differ from financial reporting, and is it actually all just spin?

This session will walk through some of the counting principles and methodologies available to us and look at a number of examples from around the UK, from the ‘pure' to the ‘comprehensive'. We will explore some knotty issues and give you the opportunity to raise your own current gift accounting and campaign counting questions.

Jennie Moule, director of strategy and operations, University College London         

13:00 Lunch

14:00 Showcase Session Wealth Screening: The answer to your prayers or the thorn in your side?

Brief description of session: Wealth screening can be the answer to your prayers, or the thorn in your side. The difference is in the planning and execution. In this workshop, we'll share three steps to ensure the success of your screening project: 1) articulate your goals, 2) plan and prepare, and 3) analyse.

Laying the groundwork for your project is essential, including understanding and managing expectations, developing an integration plan, and allocating resources. When the data is delivered, it's time to dig in, and we will spend the bulk of this workshop reviewing screening data analysis for a large university.

Sally Boucher, director of research, WealthEngine

14:45 Breakout Session Two

Fundamentals

Innovations

Ross-CASE

The Ross-CASE survey is the Annual Survey of Gifts and Costs of Voluntary Giving to Higher and Further Education in the UK. Whether you've been completing the survey for years, will be completing the survey for the first time this year or are the individual who receives the final results, this session will be of interest to you.

During this session we will cover:

  • Why should you complete it
  • How to complete it
  • What to do with the results

Susan Robinson, information manager, University of Nottingham

What is CRM?

CRM is the buzz word of the industry. But more than simply referring to "Constituent Relationship Management" through sophisticated technology, CRM has even deeper meaning and impact-on relationships with donors and prospects, on data, on reporting, and on development services' clients. Join us for a thorough explanation of what CRM means and how leveraging CRM may just re-shape development services as we known them.

Chris Cannon, president, Strategic Services, Zuri Group

16:00 Break

16:30 Breakout Session Three

Fundamentals

Innovations

Data Protection: Navigating the Labyrinth

We all have to be aware of data protection legislation and how to apply it as there are serious implications if we get it wrong, but can it be a driver that we use to help us? This session will look at the core principles of data protection, how they fit with freedom of information and sensitive data requirements and consider tools institutions can use to manage it all. Using real examples from the UK development sector, we will explore common scenarios to highlight how different but compliant practices can develop.

Alex Hyde Parker, head of information management, University of Manchester

Modeling and Analytics

We've seen an explosion of data science in recent years. Across every sector, the top companies and organizations pull ever forward by incorporating predictive analytics and business intelligence. Although analytics is hardly new to fundraising for education, recent innovations have opened many new possibilities. In this session, Josh Birkholz, will present proven, practical, and experimental applications of modeling and analytics for today's development organizations.

Josh Birkholz, principal, Bentz Whaley Flessner                                            

17:45 Free Time

19:00 Drinks Reception Followed by Dinner

Friday 10 October

07:00 - 09:00 Breakfast

09:15 Breakout Session Four

Fundamentals

Innovations

Fundamentals of Data Systems

  • Key processes in the life- cycle of student to alumni
  • Getting data in - what, why and how
  • Who can access your data and what level of detail can they see?
  • Data Governance - policies and procedures
  • Managing data - records and gifts
  • Reporting - getting information out

Cyrus Bulsara, alumni and fundraising operations manager, University of Kent and Felicity Clifford, database officer, University of Kent     

Gift Acceptance and Agreement

This session will be of interest to those in and those starting out in advancement services, heads of functions as well as experienced practitioners in the areas of finance and research. We will cover:

  • The legal framework and obligations around gift acceptance.
  • Governance, risk and ethical screening.
  • The proposal acceptance process, costs and finance.
  • Issues around how a gift is used, gift agreements and audit trails for donations.
  • Managing and recording the acceptance process.
  • The relationship between gift acceptance, organisational culture, fundraiser incentives and motivation.

James Driscoll, donations and finance manager, The London School of Economics and Political Science; Karl Newton, prospect research manager, The London School of Economics and Political Science and Julian Szego, deputy director, operations, The London School of Economics and Political Science

10:15 Break

10:45 Breakout Session Five

Fundamentals

Innovations

Gift Aid

This session will cover a broad overview of Gift Aid for those involved in fundraising and who may have had some exposure with Gift Aid but will need to know more about what Gift Aid entails and particularly the importance of ensuring that all HMRC compliance for Gift Aid are met.

  • Brief background and history of Gift Aid - 2000 Gordon Brown "Get Britain Giving"
  • How Gift Aid works - the flow of tax from the donor to HMRC and back to the charity
  • Different types of Gift Aid - Written, Electronic and Oral
  • The importance of the Gift Aid Declaration
  • What happens when Gift Aid goes wrong, and how to correct it
  • An overview of Sponsorships and Challenges
  • Gift Aid at events - Dinners, auctions, golf days etc.
  • Gift Aid on Small Donations Scheme (GASDS)

Delegates will get a flavour of what Gift Aid is about which will enable them to be aware of the vast potential of employing Gift Aid, whilst at the same time an understanding of the importance of getting it right.

Barry Gower, gift aid specialist, GAIN (Gift Aid Income Now)                                           

Prospect Management

From a start-up to an established and growing development and alumni relations office, this session will explore the evolution of the prospect management systems and techniques used at the University of Leicester as we have grown to a 20 person team. The session will include examples of innovations and projects that have gone on to win fundraising awards in 2013/14. You will be encouraged to participate in the session to share and discuss ideas and learnings to enhance your prospect management programme at your institution.

Steve Jones, development officer, University of Leicester

11:45 Roundtable Discussions Based on Specific Topics

Table 1 - Chris Pipkin, associate vice president - advancement information services, James Madison University, USA

Topic(s): Prospect Research; Prospect Management; Prospect Tracking; Advancement Systems; Campaign Readiness; Data Acquisition; Business Application and Third Party Vendors

Table 4 - Chris Cannon, president, Strategic Services, Zuri Group

Topic(s): Change and Expectation Management; Business Intelligence and Reporting; System Implementation (particularly new constituent databases)

Table 2 - Alex Hyde-Parker, head of information management, University of Manchester

Topic(s): Development and Implementation of Systems; Reporting and Business Intelligence; Prospect Management and Data Protection

Table 5 - Ivan Wainewrigh, independent database/CRM consultant and project manager, It for charities

Topic(s): CRM/fundraising system procurement; database implementation; project management

Table 3 - Josh Birkhol, principal, Bentz Whaley Flessner

Topic(s): Analytics, Prospect Research, and/or Prospect Management

Table 6 - Barry Gowe, gift aid specialist, GAIN (Gift Aid Income Now)

Topic(s): Gift Aid and all its applications with particular emphasis on educational institutions and their alumni

12:30 Lunch

13:30 The Future is Now...or Later: The State of Development Information Systems

The state of the advancement information system is in flux. Several major system vendors are grappling with modernizing their database platforms. Many institutions are grappling with integrating an information ecosystem full of tools, data exchanges, and social media technologies into and around their core advancement databases. This session will summarize results of the development services survey, examine vendor roadmaps and the state of our current marketplace, and finally discuss options for the development services professional to navigate the environment to better assist his/her institution. This session also will lay the groundwork for the panel which closes our conference.

Chris Pipkins, associate vice president - advancement information services, James Madison University, USA; Alex Hyde Parker, head of information management, University of Manchester and Ivan Wainewright, independent database/CRM consultant and project manager, It for charities

14:30 Break

15:00 Closing Panel Session: The Future of Development Services and Systems

A capstone to this year's conference, this panel brings in thought leaders in our area development services to share their experience and insights about the future of Development Service profession, it's impact on the work you do and insights that will inform important decisions you may be tasked with making or executing back at your institutions. Come join this group of experts in our field and get your questions about the future of our profession answered.

Moderators:
Chris Pipkins, associate vice president-advancement information services, James Madison University and Alex Hyde Parker, head of information management, University of Manchester

Panellists: Chris Carnie, managing director of international prospect research specialists, The Factary;  Josh Birkholz, principal, Bentz Whaley Flessner; Chris Cannon, president, Strategic Services, Zuri Group and Ivan Wainewright, independent database/CRM consultant and project manager, It for charities

16:15 End of Conference

CASE Europe reserve the right to make changes to the programme at any time.