Conferences & Training
Programme - Introduction to Fundraising and Alumni Relations 2018

The Introduction to Fundraising and Alumni Relations 2018 is designed for those new to fundraising, alumni relations or the higher education sector, as well as those who want to brush up on the basic principles. 

Please note that this a preliminary programme - speakers and session descriptions will continue to be added. 

Thursday 18 January 2018

09:30 - 10:00 Registration and Refreshments

10:00 - 10:10 Welcome from CASE Europe

10:10 - 11:00 Welcome from the chairs

Tracey Beck, Deputy Director and Head of Supporter Engagement, University of Bristol
Jhumar Johnson, Director of Development, Open University

11:00 - 12:00 Plenary Session 1 - Kisses from Elle MacPherson, Fondling Dominic West and Being Held at Gunpoint: How to Survive and Thrive in a Career in Development and Alumni Relations

Join Bill Abraham and Holly Peterson for a whirlwind tour of what it's really like to work in development and alumni relations. Bill and Holly have more than 30 years of combined development and alumni relations experience, working in various institutions in the US and UK, including LSE, Cambridge and Exeter.

The session will address the broad nature of your role, sharing best practice, and experience of being in a Campaign and how to take responsibility and make progress in the profession. Bill and Holly will share personal tips for success, and advice on handling difficult (and unusual) situations - all of which come under the heading of "our job is weird" when you have to explain to others what you do for a living. Alongside the serious stuff, the session will try to make you laugh as well as appreciate the peculiar side of your job and the importance of what you do and the impact you will have on your institution and society in general. You will find out why working in this profession shares a lot in common with being in the Muppet Show. There will be a quiz, prizes and chocolate for all those attending.

Bill Abraham, Director of Development, University of London
Holly Peterson, Head of Constituency Engagement, University of London

12:00 - 13:00 Lunch

13:00 - 14:00 Plenary Session 2 - Institutional Advancement 101
• What does a successful advancement programme look like?
• How do we engage effectively with alumni and donors and what are the essential programmes and tools we need?

Tracey Beck, Deputy Director and Head of Supporter Engagement, University of Bristol
Jhumar Johnson, Director of Development, Open University

14:00 - 15:30 Plenary Session 3 - Top Tips for Working with Stakeholders, Developing Networks and Influencing People

• Identifying internal and external stakeholders and why it is so important to engage with them
• Exploring the best way to go about increasing internal and external networks, and how to use existing networks to the best effect

Michael Lavery, CASE Europe Trustee and Consultant, Brand and Reputation

15:30 - 16:00 Refreshment and Networking Break

16:00 - 17:00 Plenary Session 4 - Development Services 101

Development Services? Advancement Services? The ‘Data Guys/Geeks'? Whatever you call your operational support team (or person) there is no denying they are a fundamental component to a successful alumni relations and fundraising programme. This session will provide an overview of the functions of a Development Services team... and in turn illustrate why as advancement professionals you need the ‘Data Guys/Geeks' to be your best friends in the workplace.

Tom Jirat, Information Manager, University of Manchester 
Chris Newson, Head of Campaign Operations, Royal Academy of Music

19:00 - 19:30 Reception

19:30 Dinner at Salvis Cucina

Friday 19 January 2018

08:00 - 09:00 Breakfast Roundtables

Hosted by:

Tom Jirat, Information Manager, University of Manchester 
Alicia Jago, Head of Regular Giving and Stewardship, University of Bristol

Breakfast Roundtables are optional and are offered on a first come first served basis, please sign up at registration

09:00 - 10:00 Breakout Session 1 - select one 

Setting Yourself up for Successful Asks

Alumni Relations
Data Insight to Understand your Audience and Hone your Communications

• Tools and techniques to help you prepare for an ask
• Exploring techniques you can use in your dialogue with a donor and how to move the conversation to where you need it to be
• Ways to frame an ask - and who should make it?

Mary Haworth, Director of Philanthropic Partnerships and Alumni, University of York

Using examples from Bristol's segmentation and data analysis work, Alicia will aim to help you:
•Understand the data you hold and where it can take you
•Identify ways to expand your data while engaging with Alumni
•Create population snapshots to inform your communication strategy
•Consider interesting vs useful - what data is meaningful for your programme?

Alicia Jago,  Head of Regular Giving and Stewardship, University of Bristol

10:00 - 10:30 Refreshment and Networking Break

10:30 - 11:30 Plenary Session 5 - Navigating your Way Through Data Protection and Fundraising Regulation

Perhaps in the realm of 'boring but important' Adrian will give a brief introduction to each of these inter-related subjects, leaving you equipped with both theory and practice, and knowing how to ask the right questions.

Adrian Beney, Partner, More Partneship

11:30 - 12:45 Plenary Session 6 - Ethics in Advancement

An opportunity to explore advancement's moral maze. This session will walk you through the basics and also give the opportunity to consider some of the trickier situations you might face over the coming months and years. At a time when our profession is under increased scrutiny Ethics in Advancement promises to be interactive and thought provoking session.

Karen Hart, Deputy Director of Development: Alumni Engagement, The Open University

12:45 - 13:30 Lunch

13:30 - 14:30 Breakout Session 2 - select one

Exploring Cultivation and Stewardship Strategies

Alumni Relations
How to Work with International Alumni
Jhumar Johnson, Director of Development, Open University Marcus Karlsson-Jones, Global Volunteer and Networks Officer, University of Manchester

14:30 - 14:45 Refreshment and Networking Break

14:45 - 15:45 Closing plenary - Managing your Career

• A panel discussion to help you prepare better for your career in advancement
• Your opportunity to ask those burning questions about how to develop your career
• Plenty of time for discussion about what specific actions there are to take away

15:45 Closing Remarks

16:00 Conference Ends

* CASE Europe reserves the right to amend the programme at any time

You're invited to a pre-conference meet up - Manchester, Wednesday 17 January 2018

In parallel with the Introduction to Fundraising and Alumni Relations Conference, we invite colleagues to meet socially and informally. John Easom, Alumni and Development Manager at Keele University is hosting an informal meet on Wednesday 17 January in Manchester from 6 - 7.30pm to give both members and non-members the opportunity to meet their peers and build networks.

Colleagues from emerging, early-stage programmes and from smaller teams may find it especially helpful, and the perfect opener for the introductory conference to follow.

The meet is free of charge and is at Kosmonaut pub, the Northern Quarter. 

Please register your interest here