All Sessions
View all the sessions for the Conference for College and University Foundations
Conference for College and University Foundations
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25 Results Found
1:00 PM - 2:30 PM ET
Welcome and Opening Session: Value of a Foundation to an Institution
Join foundation leaders for an opening panel discussion around big challenges our institutions are currently facing, priorities that have emerged in a post-pandemic world, and how foundations can be strategic leaders in support of our partner institutions.
Speakers: DeAnna Carlson Zink, Chief Executive Officer, University of North Dakota Alumni Association and Foundation, Geoff Green, Chief Executive Officer, SBCC Foundation, James Moore, President & CEO, University of Illinois Foundation, Christy Devocelle, Senior Vice President for Financial & Administrative Operations/CFO, University of Illinois Foundation
3:00 PM - 4:00 PM ET
Elevating the Institutional Trajectory Through Effective Strategic Planning
Are you prepared to outperform you peers, the industry, or your current trajectory? This session will help you explore how effective and engaged strategic planning can put you, your foundation, and your academic institution on a path to outperform the industry and the current trendlines. Examining how to identify goals (not just financial) that matter and have immediate and long last impact allows you to build the strategies, tactics and key benchmarks for new levels of success.
Speakers: Mark Marshall, Principal and President of Philanthropic Counsel, BWF, Tracey Storey, Assistant Vice President and Chief of Staff, Princeton University Advancement
3:00 PM - 4:00 PM ET
Fostering Effective Foundation-Institution Partnerships
The Memorandum of Understanding (MOU) between a foundation and an institution ideally memorializes a shared vison for the partnership. Too often, MOUs are use as a contractual constraint to manage risk in in lieu of solid policies and governance practice. A good MOU process builds understanding of and commitment to the partnership among both administrators and board leaders. This session will share AGB’s newly revised Illustrative MOU and engage a group of foundation leaders in a discussion about the ways institution-foundation partnerships are changing and recommendations for the development, review, and renegotiation of MOUs as tool to foster effective collaboration.
Speakers: David Bass, Executive Director Philanthropic Governance, Association of Governing Boards of Universities and Colleges
3:00 PM - 4:00 PM ET
Combined Approach to Strategic Risk Management
This session will explore the role of how both Management and the Board approach risk and how to create an effective reporting tool to monitor and understand the risk management process for effective oversight. Topics include: what is your risk appetite -- are you taking too much risk or not enough; proactive approach for Identifying and mitigating risk; categories of risk, likelihood and impact; and risk monitoring tool and how it is used.
Speakers: Nancy Pederson, Vice President of Finance, University of North Dakota Alumni Association & Foundation, Jim Poolman, Board Vice Chair, University of North Dakota Alumni Association & Foundation
4:15 PM - 5:15 PM ET
Affinity Group Discussions
Participate in this opportunity for foundation executives and senior staff to network and engage informally on issues with your peers. Groups include:
- CEOs/EDs/COOs
- Community Colleges Foundation Staff
- CFOs/Controllers/Financial Staff
- Advancement Staff/Legal Counsel
- HBCUs/Minority-Serving Institutions
8:45 AM - 9:45 AM ET
Preparing your Foundation for Institutional Transitions
This session will share key learnings from two public universities as they each launched planning efforts for momentous philanthropic campaigns in the early tenures of new Presidential appointments. Cleveland State University and Indiana State University will share reflections and best practices for president transitions and campaign planning at different stages of incorporating new leadership: present-day and two years down the line. Participants will leave this session with a greater understanding of how to align vision and existing funding priorities during a time of institutional transition, and how you can position new leadership at all levels to drive strategic fundraising activity.
Speakers: Maeve Riley, Senior Vice President, CCS Fundraising, Julie Rehm, Vice President of Advancement, Cleveland State University/Executive Director, CSU Foundation, Cleveland State University, Jeremiah Turner, Associate Vice President University Advancement, Indiana State University
Competencies: Strategic ThinkingLeadership
8:45 AM - 9:45 AM ET
Building Coaching into your Retention Strategy
In a post-pandemic world of poor retention and high burnout, today's advancement job market is riddled with continual turnover and labor shortages. Meanwhile, current research indicates only 1 in 5 employers provide sufficient training and career development opportunities for existing talent.
Now is the time to embrace the changes and rethink current processes. Based on 20+ years of research and 40+ years of experience in the field, Advancement Resources’ Ben Golding and Robin Bellinger, MCLC, share the top three essential changes teams must make in order to hire the right people and retain the best talent.
Speakers: Ben Golding, President and Chief Executive Officer, Advancement Resources, Robin Bellinger, Vice President, Coaching Services, Advancement Resources
Topics: Talent Management
8:45 AM - 9:45 AM ET
Gift Fund Compliance - Tackling Underutilized Funds
The Office of Gift Compliance at the University of Colorado Foundation is focusing on tackling underutilized funds through a variety of approaches, encompassing an in-house developed gift compliance focused data set and report (Fund Purpose Report). This work has greatly improved the Foundation’s relationship with campus (controllers, fund managers, deans, etc.) and Advancement staff and has led to overall improvements in spending, transparency and communication surrounding gift funds.
Speakers: Saskia Sawyer, Assistant Vice President, Gift Services, University of Colorado Foundation, Shannon McBratney, Director, Gift Compliance, University of Colorado Foundation
10:00 AM - 11:00 AM ET
Foundations and Cybersecurity Resilience
Are you and your foundation cyber resilient? Join us as we discuss leading practices you and your organization can adopt to help anticipate, withstand, and recover from cyber threats and how to integrate cyber resiliency into your foundation.
Speakers: Randy Romes, Principals, CliftonLarsonAllen, LLP
10:00 AM - 11:00 AM ET
Aligning priorities and messaging for stronger, more impactful relationships
The University of North Dakota and the University of North Dakota Alumni Association and Foundation, while two separate organizations have aligned priorities, coordinate messaging, and share storytelling assets to support both the strategic initiatives of the University as well as the fundraising efforts. The collaboration between the two organizations is yielding strong results for both organizations as they developed and prepared to launch a new university strategic plan and campaign. This presentation will review how the two organizations set up ongoing communication and systems that created the strong partnership and interwoven messaging between the strategic plan and campaign.
Speakers: Meloney Linder, Vice President for Marketing and Communications, University of North Dakota, Sarah Prout, Vice President for Marketing & Communications, University of North Dakota Alumni Association & Foundation
Topics: Branding