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District III Annual Conference 2025
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4:00 PM - 5:00 PM EST
So Now You're a Road Warrior. What is Next?
So you joined the road warrior club? Congratulations! But now what? Learn and connect with your fellow new and seasoned road warriors to "hit the ground running". Gain the tools of the trade to be a great fundraiser, travel easier, and advance your career, with a healthy dose of hilarious or jaw dropping stories from the field.
Speakers: Steven Jerina, Director of Development, Regional, Rollins College
Competencies: Industry/Sector ExpertiseBusiness and Financial Acumen
Experience Level: Level 1- Early CareerLevel 2- Emerging Early Career
4:00 PM - 5:00 PM EST
Amplifying Alumni Voices for Student Success
Tune in for an enlightening session that will transform the way you think about alumni engagement and student success! Discover innovative strategies to connect students and alumni beyond academic disciplines, creating a vibrant community of diverse experiences.
Learn how to showcase alumni success stories in a way that celebrates their journey beyond graduation and inspires current students.
We’ll guide you through establishing a seamless transition from student to engaged alumnus, nurturing a legacy of involvement and giving back. Plus, gain insights into effective tracking methods to quantify the positive ripple effects of alumni interactions on student growth. Don’t miss this chance to enrich your institution’s culture with the power of alumni voices!
Speakers: Jacey Darrah, Associate Director of Alumni and Student Engagement, Florida State University Alumni Association
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 1- Early CareerLevel 2- Emerging Early Career
Topics: EngagementVolunteer Management
4:00 PM - 5:00 PM EST
Engaging in Active Listening to Strengthen Your Donor Relationships
Relationship building is the heart of philanthropy. The listening skills a fundraiser needs to be successful at building strong relationships with donors and prospects differs from your usual listening activities in work and life. In this session, you’ll learn the components of active listening and how to develop your listening skills to build solid and lasting relationships. This session will focus on building cultural competencies and practicing emotional intelligence to take your fundraising to the next level.
Speakers: Lindsay Robinson, Vice President of Institutional Advancement and Executive Director of the College Foundations, Reynolds Community College
Competencies: Emotional IntelligenceRelationship Building
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career
4:00 PM - 5:00 PM EST
Forecasting Fundraising: A Roadmap for Success
Will we achieve our fundraising goal this year? Do we have enough asks planned in our pipeline to achieve our goal? Questions like these arise throughout the year in advancement organizations of all shapes and sizes. When they arise in your institution, do you have a reliable method to forecast fundraising results with confidence?
In this session the University of Central Florida Advancement and Partnerships team will share a roadmap for forecasting fundraising totals that has been successfully used to project fundraising attainment within a reliable margin to actual dollars raised. From the analysis methods used to determine discount rates for solicitations to sample reports shared with leadership, this session will provide insights into goal setting techniques, managing fundraiser performance, and monitoring pipeline movement through this method of forecasting fundraising.
In this session the University of Central Florida Advancement and Partnerships team will share a roadmap for forecasting fundraising totals that has been successfully used to project fundraising attainment within a reliable margin to actual dollars raised. From the analysis methods used to determine discount rates for solicitations to sample reports shared with leadership, this session will provide insights into goal setting techniques, managing fundraiser performance, and monitoring pipeline movement through this method of forecasting fundraising.
Speakers: Kim Walz, Executive Director, Advancement Operations, University of Central Florida Advancement and Partnerships, Cheyenne St. Julian, Prospect Development Consultant, USO
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: Level 3- Practicing Mid Level CareerLevel 2- Emerging Early Career
4:00 PM - 5:00 PM EST
Beyond the Basics: Implementing AI Guidelines for Higher Ed Marketing and Communications
As artificial intelligence rapidly transforms the landscape of higher education marketing and communications, institutions are focused on how to harness its potential while mitigating risks, and rightfully so. This presentation, however, goes beyond introductory AI concepts to share the University of Mississippi's innovative approach to developing and implementing AI guidelines for campus communicators. We'll discuss our process of creating a comprehensive framework that not only sets boundaries but also encourages safe experimentation through advanced use cases.
Speakers: Erin Garrett, Communications Specialist, University of Mississippi, Jacob Batte, Director of News & Media Relations, University of Mississippi
Competencies: Strategic Thinking
Experience Level: Level 3- Practicing Mid Level Career
4:00 PM - 5:00 PM EST
They Not Like Us: Motivating Factors that Influence Millennial Giving at Historical Black Colleges and Universities (HBCU)
This presentation delves into the motivational psyche of millennial alumni donors at Historically Black Colleges and Universities (HBCUs), particularly exploring Florida A&M University (FAMU) graduates' giving behaviors. It unpacks the critical factors that drive this demographic to engage in philanthropy, presenting a multifaceted view of alumni giving that interweaves personal belief systems, institutional connections, transparency in fund utilization, and the financial capability of individuals as they progress in their careers. Through an exploratory qualitative analysis, the study bridges the gap between traditional alumni giving strategies and the evolving philanthropic landscape shaped by millennials. It underscores the significance of tailored communication, acknowledging the generational demand for transparency and the impact of personal growth experienced during the formative college years on later financial giving.
Speakers: Brandi Tatum-Fedrick, Assistant Vice President, Florida A&M University
Competencies: Relationship BuildingStrategic Thinking
4:00 PM - 5:00 PM EST
From Phonathon to Digital Engagement: A Reimagined Approach to Annual Giving
Explore the evolution of annual giving strategies from traditional methods such as phonaton and mailers, to creative communications and digital engagement in this insightful session. Discover how innovative approaches in online giving, digital communications, social media integration, and texting have transformed the landscape of annual fundraising. Gain a deeper understanding of how these advancements have revitalized and reengaged alumni and donors, paving the way for a more inclusive, effective, dynamic and modern annual giving model.
Speakers: Michelle Aquino, Director of Annual Giving & Digital Engagement, Georgia College & State University, B. Seth Walker, Vice President, University Advancement and Executive Director, GCSU Foundation, Georgia College & State University
Competencies: Relationship BuildingIndustry/Sector Expertise
Experience Level: Level 3- Practicing Mid Level CareerLevel 2- Emerging Early Career
9:00 AM - 10:15 AM EST
Leadership Panel Keynote: The Path to Leadership and the Road Forward
To kick off the morning, hear from experts leading the way at their respective institutions. CASE Laureate Bill Doerr (Assistant Dean for Advancement and Alumni Engagement, Emory University) will moderate a distinguished panel including: Dr. Laura Byrd (Interim President of Lake-Sumter State College), Dr. Stuart Gulley (President, Woodward Academy), Dr. Juan McGruder (Senior Vice President of Institutional Advancement, Meharry Medical College), and Meg Dees (Vice President of Development, Catawba College) as they discuss their personal journey to leadership and current topics and trends impacting education today.
Speakers: Laura Byrd, Interim President, Lake-Sumter State College, Meg Dees, Vice President of Development, Catawba College, Stuart Gulley, President, Woodward Academy, Juan McGruder, Senior Vice President of Institutional Advancement, Meharry Medical College, Bill Doerr, Assistant Dean, Emory University
10:45 AM - 11:45 AM EST
Policy Pulse: Insights on Modernizing Higher Ed Fundraising Policies
The higher education landscape is constantly evolving, presenting both challenges and opportunities for fundraisers. From navigating new regulations and technologies to adapting to the shifting priorities of students and donors, leadership must ensure their institution operates at the highest level and utilizes current best practices. A robust suite of highly-tailored policies and procedures can be the key to ensuring your college is equipped to serve your communities and prepare for a bright future. The Broward College Foundation and CCS Fundraising recently partnered on an audit to assess the current state of the foundation’s policies and procedures. This collaboration led to the development of a new, comprehensive suite of policies designed to enhance operations and protect against emerging threats. Join CCS and BCF as they discuss the essential policies your institution needs to support enhanced operations and mitigate risks such as digital currency gift acceptance and naming policies in the age of cancel culture.
Speakers: Megan Cottle, Former Vice President for Advancement & Executive Director, Broward College Foundation, Tim Nurvala, Managing Director, CCS Fundraising, Ryan Dumas, Director, CCS Fundraising
Competencies: Business and Financial AcumenStrategic Thinking
10:45 AM - 11:45 AM EST
GOVing Tuesday: Reimagining the Biggest Giving Day of the Year to Make the Biggest Impact
Giving Tuesday is the biggest giving day in the world, so getting a foothold can be difficult. Austin Peay reimagined this crowded giving day to make a larger impact through project-based fundraising. Come learn how a small shop with limited tools was able to invigorate faculty and staff, and reengage alumni and friends, and fund 36 projects across campus.
Speakers: Brad Averitt, Assistant Vice President for Alumni, Annual Giving and Engagement, Austin Peay State University, Sam Mynhier, Director, Alumni and Annual Giving, Austin Peay State University
Competencies: Strategic ThinkingIndustry/Sector Expertise
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career