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

Strategic Fundraising

We will announce the 2018 programme in the coming months. See last year's programme below.

Please note that this is the 2017 programme.

08:45 - 09.15

Registration and Refreshments
09.15 - 09.30
Welcome

Professor Anton Muscatelli, Principal and Vice-Chancellor, University of Glasgow

John Middleton, Executive Director, CASE Europe

09.30 - 10.30
Keynote address
Leading fundraising successfully in 2017: The opportunities and challenges ahead

The Leadership Perspective

The main priorities for leaders are always achieving the institution's objectives while keeping true to its values. In 2017 that will mean making the best use of the talent we have available (for example by using integrated approaches), mitigating the risks that we face (especially at a time of intense focus on regulation) and effectively working across international boundaries.

Professor Anton Muscatelli, Principal and Vice-Chancellor, University of Glasgow

The Development Perspective

The focus for the sector needs to be on creativity, innovation and enterprise. Many of the smaller shops lead the way in being able to respond quickly at times of change, and these are certainly times of change.

Graeme Byrne, Director of Development, University of East Anglia

10.30 - 11.00
Q&A with audience - chaired by Dame Shirley Pearce DBE, incoming Chair at the LSE
11.00 - 11.30

Tea, Coffee and Networking Break

11.30 - 12.30

Session 1, choose one:

Strategic talent management in an increasingly competitive market

As the HE development world continues to grow, it is proving harder to recruit and retain the best staff. Salaries are spiralling upwards and our return-on-talent is taking a nosedive. UCL have invested in this area over the past three years and are really starting to see the benefits. Lori will talk through the UCL case study and provide hints and tips to create an engaged and empowered workforce whatever the size of your development function.

Lori Houlihan, Vice-Provost (Development), UCL

What does success look like: How should I assess return on investment in fundraising? 

Drawing on the most recent Ross CASE data, this session reviews the trends in Return on Investment and Yield (income minus fundraising costs) over recent years. It will explore the key topics behind the data, and what it can tell you about your institution.

Crystal Apple

Colin McCallum, Consultant and CASE Europe Trustee

Systems: Responding to the changes to fundraising regulation

This session will provide an essential briefing on the changing compliance environment that higher education institutions need to operate within as exempt charities, including the new General Data Protection Regulation and proposed Fundraising Preference Service. It will provide opportunity for discussion about the likely impact of the changes, and highlight examples of best practice from around the sector.

Crystal Apple

Jennie Moule, Founding Partner, Alveo Consulting

Sarah Howes, Associate Director, Data and Analytics, University of Southampton

Investments and governance 

What should a leader look for in a case for investment in fundraising? Building on the advice provided in the Strategic Fundraising report, what are the critical and compelling aspects of the ask to leaders and those in Governance roles.

Dale Cooper, Director Campaigns & Support Engagement, University of Reading

Karen Cairney, Founder and Managing Director, KWC Consulting Ltd

12.30 - 13.30

Lunch

13.30 - 14.30

Session 2, choose one:

Strategic talent management in an increasingly competitive market

As the HE development world continues to grow, it is proving harder to recruit and retain the best staff. Salaries are spiralling upwards and our return-on-talent is taking a nosedive. UCL have invested in this area over the past three years and are really starting to see the benefits. Lori will talk through the UCL case study and provide hints and tips to create an engaged and empowered workforce whatever the size of your development function.

Lori Houlihan, Vice-Provost (Development), University College London

What does success look like: How should I assess return on investment in fundraising?

Drawing on the most recent Ross CASE data, this session reviews the trends in Return on Investment and Yield (income minus fundraising costs) over recent years. It will explore the key topics behind the data, and what it can tell you about your institution.

Crystal AppleColin McCallum, Consultant and CASE Europe Trustee

Systems: Responding to the changes to fundraising regulation

This session will provide an essential briefing on the changing compliance environment that higher education institutions need to operate within as exempt charities, including the new General Data Protection Regulation and proposed Fundraising Preference Service. It will provide opportunity for discussion about the likely impact of the changes, and highlight examples of best practice from around the sector.

Crystal Apple

Jennie Moule, Founding Partner, Alveo Consulting

Sarah Howes, Associate Director, Data and Analytics, University of Southampton

Investments and governance

What should a leader look for in a case for investment in fundraising? Building on the advice provided in the Strategic Fundraising report, what are the critical and compelling aspects of the ask to leaders and those in Governance roles.

Dale Cooper, Director Campaigns & Support Engagement, University of Reading

Karen Cairney, Founder and Managing Director, KWC Consulting Ltd

14.30 - 14.45

Tea, Coffee and Networking Break

14.45 - 16.00
Closing Plenary: University fundraising in the UK 5 years from now

The International Dynamic

Fundraising practice is now very well established in many universities in the UK. There has been innovative practice and significant academic leadership in recent years now what lessons can be learned from overseas to develop fundraising over the next five years.

Professor Max Lu, President and Vice-Chancellor, University of Surrey

Trends and Opportunities 

Over the past five years the university sector has rapidly grown its fundraising, with particular success in securing funds from trusts & foundations and major gifts from individuals. Their supporter base has also increased, so what opportunities will be seized over the next five years?

Peter Lewis, Chief Executive, the Institute of Fundraising

The Social Mobility Imperative

It is likely that national policy on social inclusion will have a lasting impact on fundraising within universities. What current philanthropic and corporate funding best support access and student outcomes, and how might this develop over the next five years?

Nik Miller, Director, The Bridge Group

Q&A with audience - chaired by John Middleton, Executive Director, CASE Europe

16.00
Closing remarks
16.00 - 17.00 Drinks Reception