9:30–10:00 AM Conference Registration and Continental Breakfast
10:00–11:00 The CBO/CDO Relationship: What is important? What can go wrong? The CBO/CAO Relationship is critical to the success of each professional. This session will draw out the key issues within that relationship and how to apply best practices to ensure positive outcomes.
11:15 AM–12:15 PM Plenary Session
12:15–1:00 Lunch Break
1:00–2:00 Campaign Financing Model Embarking and executing a successful campaign means resources dedicated to the effort. There are different ways these resources can be provided and applied to maximize the probability of campaign success. We’ll review and detail those choices and their ramifications.
2:00–2:15 Break
2:15–3:15 Communications for Internal and External Constituents We all have a wide range of constituents to communicate with – from faculty to filing an IRS 990 to top volunteers and donors. We’ll discuss the different constituents and how best to communicate updates and progress.
3:15–3:30 Break
3:30–4:30 The need for common language between Finance and Advancement This panel will pick up the discussion regarding communication between the CBO and CDO to discussion what can go wrong if it is not effective. Best and worst case scenarios will be described and discussed.
4:30–5:30 Networking Reception
5:30 Conference adjourns for the day Dinner on your own
8:00–9:00 AM Breakfast and Roundtable Discussions
9:00–10:00 CASE Global Reporting Standards: Comparing CASE Standards and FASB
10:15–11:30 Case Studies and Small Group Discussions
11:30–11:45 Break
11:45 AM–12:30 PM Next Steps and Implementation with Campus Partners Join panelists to discuss next steps, best practices, communication tools, and resources for strengthening relationships with campus partners.