Schedule
Tuesday, May 24, 2022
Ivy Tech Community College, Indianapolis
IFC: Illinois Fall Creek Center
2535 N. Capitol Ave
9:00 – 9:30 a.m.
Registration
9:30 – 10:00 a.m.
Welcome and Opening Remarks
10:00 – 10:45 a.m.
Leadership vs. Management Approaches in Advancement
Speaker: Brooke Linn, Executive Director of Learning and Talent Development, Purdue for Life Foundation
This session will focus on developing basic managerial skills that will help you hit the ground running as a new manager. You will discover keys to effective management, including how to structure meetings, develop a high-performing team, and strategies for keeping employees engaged. Using research and experiences from both Gallup and the Table Group, this session will help you learn how to navigate the ever-changing new world of work.
10:45 – 11:30 a.m.
Group Session – Digital Philanthropy Panel
What is it and where is it going?
Moderator: Andrew L. Canada, Senior Consultant and Director of Data Analytics, Johnson Grossnickle Associates
Panelists: Allyson Eberhart, Director of Development Operations, Ivy Tech Community College; Stormie Kirby, Associate Director of Digital Engagement and Philanthropy, Ball State University; Mariana Pratas, Director of Digital Engagement and Annual Giving, Taylor University
11:45 a.m. – 12:45 p.m.
Lunch and Roundtables
- Student and Recent Graduate Engagement
- The Future of Advancement
- Planned Giving
- Advancement Events/Experiences
- Putting AEM into Action
12:45 – 1:00 p.m.
Break/Transition to Breakout Rooms
1:00 – 1:45 p.m.
Breakout Sessions
Alumni Metrics Breakout Session:
Measuring Alumni Engagement – Three Years of Insight
Speaker: Jenny Cooke Smith, Senior Director of AMAtlas Services, CASE
CASE’s Alumni Engagement Metrics survey collects counts of alumni engaged across four modes: philanthropy, volunteer, experiential, and communication. In this session, you’ll learn the benefits of capturing activities that measure engagement, explore findings from fiscal 2021, which include two years of measurable trend results, and walk away with suggestions for the next steps in your own program. This session is a deeper dive into alumni engagement metrics and is meant as a companion to the broader benchmarking, data, and CASE Standards closing session.
Development Breakout Session:
Leveraging Giving Societies & Circles in Major Gift Conversations
Speakers: Max Harper, Development Officer; and Chelsea Hennessy, Associate Director, Community Engagement; Butler University
How do we cultivate and grow our donor base? As development professionals look for ways to increase the number of individuals engaged with and giving to their institutions, they must become deliberate and targeted in their approach. Giving societies are not a new phenomenon, but can be useful tools to maximize time, talent, and treasure in support of university priorities. Learn how Butler University is leveraging their Giving Circle and President’s Club as intentional opportunities to steward, connect, and engage donors…opening the door for major gift conversations. If you manage a leadership annual giving society (or a few!) this session is for you!
Marketing & Communications Breakout Session:
Strategic Social Media for Annual Giving and Beyond: Strategy Can Be Fun Too
Speaker: Mark Casey, Director of Audience Development, Indiana University Foundation
Social media is often considered a place for fun, but that doesn’t mean it doesn’t matter or that it’s ineffective for fundraising. In this session, you’ll learn how to strategically plan your digital communications across channels to drive toward specific purposes and objectives. We will cover organic content planning, paid media strategies, growing your audiences, and how to make sure your online presence adds up to much more than the sum of its parts—including supporting annual giving as well as fundraising for larger gifts.
1:45 – 2:00 p.m.
Break
2:00 – 3:00 p.m.
Closing Keynote Speaker
Jenny Cooke Smith, Senior Director of AMAtlas Services, CASE
Putting Advancement Metrics into Practice
How am I doing? Is it good? So, what? In this session, you’ll learn how these questions can set you up for successful benchmarking and analysis. You’ll also hear about the first prerequisite to benchmarking—a common set of counting practices, as established in the newly released CASE Global Reporting Standards. You’ll walk away from this session with:
- An understanding of how CASE’s Global Reporting Standards can inform your institution’s counting practices and gift acceptance policies based on a unified definition of Educational Philanthropy;
- Deeper knowledge of the resources available from CASE for benchmarking across the advancement spectrum;
- Insights from the latest global and regional philanthropic and alumni engagement trends;
- Suggestions for applying data and benchmarks for strategic change
3:00 p.m.
Conference Adjourns