Conferences & Training
Programme - Strategic Fundraising for Leaders in Higher Education 2018

Strategic Fundraising

Strategic Fundraising for Leaders in Higher Education Draft Programme

08:45 - 09.15

Registration and Refreshments

09:15 - 09:30

Welcome
Sarah Porter Waterbury, Vice President (Advancement) Imperial College London

09:30 - 10:30

Keynote address
The Current Fundraising Climate

Professor Michael Arthur, President and Provost, University College London

10.30 - 11.00

Tea, Coffee and Networking Break

11.00 - 12.00

Session 1, Choose One:

1. Campaign Planning and Strategic Initiatives
• Collective story telling
• Speaking with one voice
• Building internal consensus around key messages
Aaron Westfall, Director of Development, University of Cambridge
Lori Houlihan, Vice Provost (Development), University College London

2. Panel Discussion - Recruitment and Retention
• Talent management
Erin Hall - Westfall, Head of Talent Management and Human Resources for Development and Alumni Relations, University of Cambridge
Tracey Wray, Director of Human Resources and Communications, University of Sheffield

3. Global Approaches to Global Fundraising
Don't have time or resources to join a CASE study tour? Come join a session where you will have a unique opportunity to participate in a discussion on international fundraising with development professionals, each of whom represent a different country, geographic region, and institution. Peers will share with you how they approach fundraising overseas, including how each approach some common and not so common overseas issues (e.g. how to resource/invest in international activities, reliability/access to international prospect research, etc.). Consider this a kind of CASE study tour of international fundraising destinations brought to you in London. You will leave inspired with new ways to approach and increase your philanthropic income from abroad.
Reid Ching, Director of Global Development, Imperial College London
Imad Baalbaki, Vice President for Advancement, American University of
Beirut
Kelly Moody, Executive Director of Development, New York University

4. Principal Gifts
• The role of the Principal Gift Officer (how and why it differs from Major Gifts), interaction with the President/Vice Chancellor's office.
• To include grateful patient giving and legacy giving
Heather Williamson, Director of Principal Gifts, Imperial College London
Angela Bowen, Director of Development, Faculty of Medicine, Imperial College London
Nina Cohen Bohn, Director of Philanthropy, City Lit

12.00 - 13.00

Lunch

13.00 - 13.45

Organisational Responsibility and Accountability for the Use of Personal Data
Gerald Oppenheim,
Head of Policy and Communications, Fundraising Regulator
Victoria Cetinkaya, Senior Policy Officer - Policy & Engagement (Public Sector), Information Commissioner's Office

13.45 - 14.30


14.30 - 14:45

14.45 - 15.45

Why should Vice Chancellors Prioritise and Invest in Strategic Fundraising?
Iain Martin, Vice Chancellor, Anglia Ruskin University

Networking and Refreshments

Session 2, Choose One:

1. Campaign Planning and Strategic Initiatives
• Collective story telling
• Speaking with one voice
• Building internal consensus around key messages
Aaron Westfall, Director of Development, University of Cambridge
Lori Houlihan, Vice Provost (Development), University College London

2. Panel Discussion - Recruitment and Retention
• Talent management
Erin Hall - Westfall, Head of Talent Management and Human Resources for Development and Alumni Relations, University of Cambridge
Tracey Wray, Director of Human Resources and Communications, University of Sheffield


3. Global Approaches to Global Fundraising
Don't have time or resources to join a CASE study tour? Come join a session where you will have a unique opportunity to participate in a discussion on international fundraising with development professionals, each of whom represent a different country, geographic region, and institution. Peers will share with you how they approach fundraising overseas, including how each approach some common and not so common overseas issues (e.g. how to resource/invest in international activities, reliability/access to international prospect research, etc.). Consider this a kind of CASE study tour of international fundraising destinations brought to you in London. You will leave inspired with new ways to approach and increase your philanthropic income from abroad.
Reid Ching, Director of Global Development, Imperial College London
Imad Baalbaki, Vice President for Advancement, American University of Beirut
Kelly Moody, Executive Director of Development, New York University

4. Principal Gifts
• The role of the Principal Gift Officer (how and why it differs from Major Gifts), interaction with the President/Vice Chancellor's office.
• To include grateful patient giving and legacy giving
Heather Williamson, Director of Principal Gifts, Imperial College London 
Angela Bowen, Director of Development, Faculty of Medicine, Imperial College London
Nina Cohen Bohn, Director of Philanthropy, City Lit

15.45 - 16.30

Closing Plenary - Transformational Giving
Susie Balch, Associate Dean of Advancement, London Business School
George Court Clayton, Director of Development and Alumni Relations, London School of Hygene and Tropical Medicine
Sarah Porter Waterbury, Vice President (Advancement) Imperial College London

16.30 - 17.00

Drinks Reception