Conferences & Training
Programme - North American Fundraising & Alumni Relations Study Tour 2019

CASE NORTH AMERICAN STUDY TOUR
Northeastern University, June 19, 2019
University Advancement Program

Session I: Development: Entrepreneurial Approaches to Major and Principal Gifts Fundraising
Innovation is a defining characteristic of Northeastern University. An entrepreneurial approach to fundraising is also a necessity and a source of pride to an insurgent university. This session will focus on novel strategies for engaging prospective donors and pursuing opportunistic gifts that advance the mission of the university.
• Ways to build presence and pipeline
• Training a development team to think broadly and creatively
• Customizing opportunities to support institutional priorities
• Pivoting in gift conversations

Presenters:
Luanne Kirwin - Vice President of Development
Paul Zernicke - Associate Vice President of Development

Session II: Alumni Relations: Expanding Impact Through Virtual Engagement
This session will show how Northeastern is expanding the reach of our alumni programs by offering:
• an alumni mentoring and networking platform
• webinars
• online mini-courses with faculty
• virtual networking events
• live-streamed presentations
These cost effective efforts allow you to engage alumni beyond the locations of live events. Discover new ways of building alumni connections across geographic boundaries and widening your impact. Information will be provided about products that make it easy to implement these offerings.

Presenters:
Rick Davis - Vice President, Alumni Relations and Annual Giving
Michele Rapp - Associate Director, Alumni Career Strategy

Session III: Advancement Services: Innovative Engagement
This session will involve various staff members within Advancement Services discussing the creative things they are doing around innovation and engagement.
• Donor relations
• Prospect research and management
• Advancement communications
• AI and its use in fundraising

Presenters:
Joseph Donnelly - Vice President, Advancement
Charlotte Troyanowski - Senior Director, Donor Relations
Bruce Berg - Senior Director, Development Research
Noelle Shough - Executive Director, Advancement Communications
Russell Gelinas - Director of Technology, Enterprise Data Sharing

Session IV: Talent Management and Operations: Retention Initiatives within University Advancement
This session will focus on our recent Retention Project and how it affects recruitment, morale and culture.

Presenters:
Timothy Kenneally - Assistant Vice President, Finance and Operations
Caitlin Hahn - Associate Director, Operations and HR Administration

Session V: International Advancement: Major and Principal Gift Strategies
This session will focus on international fundraising and engagement strategies including:
• Family Strategies - engaging students, parents, and young alumni (YGL).
• The art of the pivot: when good things go bad.
• "Let me introduce you to my good friend" .... The complexities of managing relationships from admissions referrals to building a globally networked community of alumni, parents and students.
• Conversations through the opaque looking glass - explaining your role as a fund raiser and the liberating power of transparency.
• "Do only what you are uniquely qualified to do" .... The art of delegation

Presenters:
Robert Dietrich - Associate Vice President, International Advancement