Program
Schedule at a Glance
Day 1: Monday, Jan. 10
12:30 – 1:30 PM
Institute Check-In
1:30 – 2:30
Opening Session: Trends in Philanthropy and the Impact to Giving - This is a joint session with the Advanced Development for Deans Conference
2:30-2:45
Networking Break
2:45 – 3:00
CDO Institute Welcome, Introduction of Faculty and Presenters, Principal Objectives of Attendees, and Orientation
Please come prepared to share your expectations for the conference.
3:00 – 4:00
Today’s CDO: Beyond Fundraising
We will discuss findings from discussions with more than 100 leading CDOs about the role and how it has evolved.
4:00 – 4:15
Networking Break
4:15 – 5:30
Moderated Panel Presentation: CDO as Senior Strategic Leader
A panel of CDOs will discuss their roles in fundraising and beyond fundraising and fundraising management, as senior leaders in their institutions.
5:30 – 6:30
Networking Reception
Successful CDOs are accomplished builders of “social capital.” A successful aspiring CDO builds relationships not only with donors, presidents, and other senior institutional leaders, but also with respected colleagues in the development profession. Come meet faculty members and guests in an informal setting, but also network with other attendees, some of whom may become career-long advisors and friends.
6:30
Conference Adjourns for the Day
Day 2: Tuesday, Jan. 11
7:15 – 8:00 AM
Breakfast
8:00 – 9:15
The CEO-CDO Partnership
This CEO-CDO team will discuss how they established key parameters for their working relationship, how they tackle issues, how they address problems, how they work together to align campaign planning and strategic planning, and how they align institutional advancement work in DEI with institution-wide goals and approach.
9:15 – 9:30
Networking Break
9:30 – 10:45
The CDO’s Leadership Role in Inclusion: The President’s Perspective
We will hear from President Raymond about the crucial role that all cabinet members play in establishing and sustaining an inclusive culture and inclusive practices, especially the CDO when it comes to inclusive recruitment and retention of staff and volunteers, and inclusive engagement and fundraising.
10:45 – 11:00
Networking Break
11:00 – 12:15
Moderated Discussion: The CDO’s Leadership Role in Inclusion: Moving from Awareness to Action
We’ve been talking about diversity and equity for a long time. A panel of faculty and guest presenters will discuss strategies to move from awareness to assessment to action with accountability.
12:15 – 1:30
Lunch
1:30 – 2:45
Inclusion in Fundraising: Embracing Donors as Partners
Ron Schiller will discuss lessons drawn from his books, “Belief and Confidence” and “Raising Your Organization’s Largest Gifts,” with a focus on the CDO’s role in establishing and sustaining an institutional culture that embraces donors as partners.
2:45 – 3:00
Break
3:00 – 4:15
Moderated discussion: Partnership with Cabinet Colleagues
We will look more closely at the CDO’s relationship with cabinet members—the CFO, the chief marketing and communications officer, the chief legal counsel, and others—identifying common missteps and best practices in building strong and successful relationships.
4:15 – 4:30
Transition Break
4:30 – 5:30
Small Breakout Group Discussions
5:30
Conference adjourns for the day
Day 3: Wednesday, Jan. 12
7:15 – 8:15 AM
Breakfast
8:15 – 9:30
Creating a Multi-year, Institutionally Integrated Plan for Advancement, and Making the Case for Resources
9:30 – 9:45
Networking Break
9:45 – 10:45
Putting it All Together, Addressing Unanswered Questions, and Key Takeaways from the Conference
10:45 – 11:00
Transition Break
11:00 – NOON
Closing session: Campaign Survey and CASE’s Global Reporting Standards - Joint session with Institute for Chief Business Officers Conference
12:00 PM
Conference adjourns