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  3. District I Annual Conference 2024
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Program

District I Annual Conference 2024
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Wednesday, March 13, 2024
Thursday, March 14, 2024
Friday, March 15, 2024

Wednesday, March 13, 2024

11:00 AM - 1:00 PM ET

Conference Registration 

Welcome to Boston! Please stop by the registration desk starting at 11:00 a.m. to check in and pick up your conference materials.
Welcome
1:00 PM - 1:15 PM ET

Conference Welcome

2:15 PM - 2:45 PM ET

Refreshment Break in the Exhibit Hall 

2:45 PM - 3:45 PM ET

Elective Sessions (choose one):

Elective Session
2:45 PM - 3:45 PM ET

Digital Alumni: Using AI & Tech To Reconnect and Engage

In an era where the digital realm continues to evolve, staying connected with alumni requires more than just traditional approaches. Dive into this dynamic session to uncover the transformative potential of Artificial Intelligence (AI) and the latest technology innovations in deepening and enriching alumni relations.
Speakers: Anthony Hannon, Deputy Director, Lifelong Learning and Travel, Yale University
Competencies: Industry/Sector ExpertiseStrategic Thinking
Experience Level: All Levels
Topics: EngagementCampaignsDonorsPersonal/Professional DevelopmentSpecial Events
Communications and Marketing
Alumni Relations
Elective Session
2:45 PM - 3:45 PM ET

Innovative Ways to Engage Affinity Communities

Affinity work is key to meaningful alumni engagement and participation. In this session, we’ll share the creative ways that Babson College has fostered alumni engagement among its athletes, married couples, and reunion classes to build philanthropic support for our annual Athletics [fundraising] Challenge, Bsquared … happily ever after wall, and Class Days of Giving.
Speakers: Christy Lagos, Associate Director, Affinity Programming & Annual Giving, Babson College, Aine McAlister, Senior Associate Director, Annual Giving Marketing, Babson College, Colleen Penkala, Senior Associate Director, Class Engagement and Annual Giving, Babson College
Competencies: Relationship Building
Experience Level: All Levels
Topics: EngagementAnnual GivingDonors
Fundraising
Alumni Relations
Elective Session
2:45 PM - 3:45 PM ET

Major Gifts Prospect Management

How does your organization decide what prospects are in major gift portfolio and with what major gift officers? We will discuss criteria used at Harvard’s Faculty of Arts and Sciences for major gift assignment including ratings, region and class year, among others. When should major gift officers be disqualifying prospects? How can your organization set up a process to get leads for strong prospects from colleagues and volunteers into major gift officer portfolio in a timely manner? How do we use an upcoming reunion milestone to evaluate major gift officer coverage? In this interactive session, we will share some of Harvard’s processes and strategies for organizing portfolios for frontline fundraisers and encourage those in the audience to contribute their ideas.
Speakers: Sarah Adragna, Managing Director of Prospect Management, Harvard University, Laura Bitler, Director of Development, Major Gifts at Harvard's Faculty of Arts and Sciences, Harvard University
Competencies: Strategic ThinkingLeadership
Experience Level: Level 5- Expert Seasoned Professional
Topics: CampaignsIndependent SchoolsMajor gifts
Fundraising
Elective Session
2:45 PM - 3:45 PM ET

Strategies for Building a Diverse and Inclusive Board

Diversity within a nonprofit Board is a catalyst for organizational success. The more diverse a Board is, the broader the set of perspectives is in decision making. In a one-on-one conversation, hear how Smith College is approaching diversifying their Board. We will hear about successes achieved to date as well as activity currently underway. Beth Raffeld will share firsthand experiences and strategies for building an inclusive board that aligns with your mission and goals. Focused on Leadership and Strategic Thinking, this session aims to provide attendees with concrete tools for fostering diversity, equity and inclusion among their volunteer leadership that enhances fundraising efficacy and mission alignment.

Audiences will be encouraged to share their own experiences during a live Q&A session. Learning objectives include identifying barriers to board diversity and understanding how to strategically overcome them. Whether you're working on diversifying your Board or feel you’ve already made progress on this front, this session will offer valuable insights for immediate implementation. Come prepared to engage in meaningful dialogue that will inform your next steps in building a diverse Board.
Speakers: Suzanne Battit, Chief of Fundraising Strategy & Services, Principal, Development Guild DDI, Inc, Tara DiDomenico, Senior Consultant, Development Guild DDI, Inc, Beth Raffeld, Senior Vice President for Alumnae Relations & Development, Smith College
Competencies: Strategic ThinkingLeadership
Experience Level: Level 5- Expert Seasoned ProfessionalLevel 6- Leadership/ Transforming Seasoned Professional
Topics: Diversity & InclusionVolunteer Management
Fundraising
Elective Session
2:45 PM - 3:45 PM ET

The How-Tos and Whys of Reporting Marketing and Communications Results to Your Board and Leadership

Reporting on your marketing and communications team’s efforts to the university’s leadership or Board can be intimidating. Babson College will share how they gathered, analyzed, and reported their results data to their Leadership Teams. Understanding results also helps with making a case for a budget request. They will talk about why reporting is important, what to report, and how to report it to demonstrate measurable impact of your marketing efforts.
Speakers: Kerry Salerno, Vice President & Chief Marketing Officer, Babson College, Danielle Perry, Assistant Vice President, Communications & Marketing Strategy, Babson College
Competencies: Strategic ThinkingIndustry/Sector Expertise
Experience Level: Level 3- Practicing Mid Level CareerLevel 4- Senior/ Experienced Mid Level Career
Communications and Marketing
3:45 PM - 4:00 PM ET

Transition Break

4:00 PM - 5:00 PM ET

Elective Sessions (choose one):

Elective Session
4:00 PM - 5:00 PM ET

Build Your Brand: A Whole-School Approach To Developing Brand Identity

How do you engage varying perspectives within your school community in the process of developing an authentic brand identity? We will explore strategies to include internal and external stakeholders in this essential Mar/Comm endeavor.
Speakers: Madison Millar, Director of Communications, The Woodstock Academy, Samantha Romero, Director of Strategic Marketing, The Woodstock Academy, Jonathan Sturdevant, Associate Head of School for Advancement, The Woodstock Academy
Competencies: Strategic ThinkingIndustry/Sector Expertise
Experience Level: All Levels
Topics: BrandingIndependent SchoolsSocial Media
Communications and Marketing
Elective Session
4:00 PM - 5:00 PM ET

Building a Donor Pipeline - From First Gift to Major Gift

Join campus leaders from Boston University and Colby College for new insights and a lively discussion around building donor pipeline. From surveying to better understand your audience, to persona building & targeted engagement, to evaluating and implementing new tools to move donors up the ladder at scale, building a pipeline of donors from entry to major gift, is key to fundraising on campus today. In this session, staff from Boston University and Colby College will talk about the work they’ve been doing, the challenges they had along the way, how they ultimately found success at scale, and engage presentation participants in a lively discussion that will prepare them for returning to campus with new strategies and ideas.
Speakers: Nicholas Herman, Vice President & Consultant, Ruffalo Noel Levitz, Aimee Jack, Assistant Vice President for Alumni and Donor Engagement, Colby College, Kellie Sullivan, Senior Director of Annual Giving, Boston University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: EngagementAnnual Giving
Fundraising
Elective Session
4:00 PM - 5:00 PM ET

Collaboration: Building Relationships to Enhance Donor Experience

Collaborating with colleagues on gifts means a seamless experience for your donor, and can lead to large, combined gifts. Whether it is a major and planned giving officer working together, central and unit fundraising, or working with academic and institutional leadership, building these relationships can greatly impact your goals. Hear from a panel of Brown and UConn peers about building these relationships and leveraging them to benefit the donor and their institution.
Speakers: Elyssa Kelly, Director of Development, Women and Family Philanthropy, University of Connecticut Foundation, Inc, Rachel Marshall, Senior Associate Vice President, Development, UConn Foundation, Nicole Peters Sisson, Senior Director of Development, Carney Institute for Brain Science, Brown University, Mike Verzino, Assistant Vice President for Development, Academic Initiatives, Brown University
Competencies: Relationship BuildingLeadership
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 3- Practicing Mid Level Career
Topics: Major gifts
Fundraising
Elective Session
4:00 PM - 5:00 PM ET

Engaging Students To Be Engaged Alumni

The most involved students do not always equate to engaged alumni. This session will show the importance of having students be involved with the Alumni Office so that they can get excited to be alumni as early as their first year on campus!
Speakers: Samantha Hickey, Assistant Director of Student Engagement & Philanthropy, Moravian University, Matt Nesto, Associate Director of Alumni & Student Engagement, Moravian University
Competencies: Relationship Building
Experience Level: Level 2- Emerging Early CareerLevel 1- Early Career
Topics: EngagementDonors
Advancement Services
Alumni Relations
Elective Session
4:00 PM - 5:00 PM ET

Giving in the 603: Three Fundraising Stories from New Hampshire

Building a culture of philanthropy involves engaging stakeholders in the stories of our students and alumni. A successful major gift strategy is aligning a donor's interest with our shared mission. This session will share three case studies of fundraising success in New Hampshire that collectively have enhanced the culture of giving across our colleges statewide. The primary objective is to engage attendees in an active conversation, an exchange of ideas about how we collectively define success in today's fundraising climate.
Speakers: Timothy Allison, Chief Advancement Officer, Community College System of New Hampshire
Competencies: Relationship Building
Experience Level: Level 5- Expert Seasoned Professional
Topics: Annual GivingBrandingCampaignsDonorsMajor gifts
Fundraising
5:00 PM - 6:00 PM ET

Reception in Exhibit Hall

6:00 PM - 6:00 PM ET

Conference Adjourns for the Day 

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