DRIVE/ Conference 2019

DRIVE/ 19 Program

  • 7:00 am to 8:30 am
    Conference Registration and Breakfast
  • 8:30 am to 9:30 am
    Welcoming and Opening Keynote Session
    The Biggest Challenges of Data-driven Decision Making
    and how to get past them.
    Piyanka Jain, Bestselling Author, President & CEO

    Today’s AI-laden, deep learning and ML sprinkled digital business world is still struggling with getting the ROI from the data. The technology has delivered bigger storage capacity, faster processing power and ability to deal with a variety of unstructured data, yet Gartner’s 2019 top Data and Analytics prediction propound that only 20 percent of analytics insights will deliver business outcome by 2022. Why is 80 percent of work still going to waste? In this keynote, you will learn some of the key challenges in data-driven decision making around the inability to influence and present effectively to executives and stakeholder, missing collaboration and alignment amongst stakeholders, inadequate data literacy within the organization, the allure of the complex and getting distracted by the new and shiny buzzword and technology. And you will learn tools and tricks on what can you do overcome those challenges to get the best ROI from your analytics effort.

  • 9:30 am to 10:00 am
    Exhibit Hall Opens

    Networking Break with Exhibitors

  • 10:00 am to 10:50 am
    Track Sessions (choose one)
  • NEXT GEN PROSPECT DEVELOPMENT
    Creating and Executing a Data-Driven Prospect Management Policy

    This session looks at the University of Chicago's recent efforts to more formally develop its prospect management policy and its goal to ensure that policy is directly contributing to results. Determine key questions to ask about your own policies, gain tips and tools for analyzing your data, review sample policy structures and focus on concrete ways you can accomplish something similar in your own policy work.

    Kristine Marie Plocher Lo, Associate Director, Prospect Management; and Rose Haley, Analyst, University of Chicago

  • INDUSTRY TRENDS AND SOURCES
    Pew Research Center: Generational Trends in Technology Use

    Pew Research Center regularly conducts survey research to uncover trends in technology adoption. Recent data has indicated that millennials stand out for their technology use, but older generations also embrace digital life. A senior researcher at Pew Research Center shares these generational differences and discusses the types of data resources available to you, so that you might think about how to leverage them in your own work.

    Monica Anderson, Senior Researcher, Pew Research Center

  • FUNDAMENTALS AND FOUNDATIONS
    Data Science for Fundraising: Hype or Inevitable Trend—A Data Scientist's Journey During a Record-Setting Campaign

    As a rising field, data science is more popular in other industries than it is for nonprofits. Nonetheless, data scientist is listed as one of the top three nonprofit jobs in the future. Have you ever wondered whether or when your institution needs to hire one? What can a data scientist bring to an institution? Review a few applications of data science at USC, including monitoring data warehouse, generating document automatically, utilizing AWS IRS 990 forms and natural language processing to pair organizations with faculty, predicting prospects' planned giving likelihood, and building actionable mobile apps with salesforce developers. Leave the session with a sense about whether a data scientist could make your fundraising easier or more efficient.

    Jing Zhou, Data Scientist, University of Southern California

  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Getting Up and Running with Interactive Data Visualization in R

    Learn how to get up and running with your own interactive data analytics tools. You'll leave this session with a tangible product and information on how to continue the journey to learn R.

    Rich Majerus, Assistant Vice President of Donor Relations and Advancement Strategy, Colby College

  • ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE
    Engagement Analytics

    The best analysts in every sector are defined by their unrivaled command of the domain. The fundraising domain includes building an engaged base of support, leading constituents on a philanthropic journey, and feeding and maintaining a dynamic prospect pipeline. However, much of the emergence of analytics has been localized to prospect identification and reporting. In this dynamic session, Cheryl Cerny and Josh Birkholz will open your eyes to broader applications of analytics to your base building and constituency warming activities. Learn about new techniques for evaluating alumni relations activities, building smarter engagement measures, and contemplating more innovative multichannel strategies.

    Joshua Birkholz, Principal, Bentz Whaley Flessner; and Cheryl Cerny, Assistant Vice President, Advancement Operations, Worcester Polytechnic Institute

  • 10:50 am to 11:10 am
    Networking Break with Exhibitors
  • 11:10 am to 12:00 pm
    Track Sessions (choose one)
  • NEXT GEN PROSPECT DEVELOPMENT
    Building Flexibility and Scale into Your Prospect Pipeline

    Whether you are gearing up for a capital campaign or not, having a deep understanding of your prospect pipeline is critical. A single campaign pyramid is no longer the standard approach. Campaigns are often run as several mini-campaigns with focused initiatives. We'll share how we architect, build and visualize the feasibility, goal setting and pipelines for such initiatives. Collaboration between the business analyst and data engineer is an important component; developing a vision with the business is another. Key takeaways will include applications and methods used to architect and visualize flexible decisions points on which the business can iterate and build strategy.

    Lauren Foss, Associate Director of Business Intelligence, Analytics and Data Management; and Jim Gibbon, Senior Business Intelligence Analyst, Analytics & Data Management, Princeton University Advancement

  • INDUSTRY TRENDS AND SOURCES
    Management Presentations: Presenting Comparative Metrics to Management, Staff and Senior Volunteers

    You've got comparative metrics at your disposal that show your own institution is performing relative to its peers and aspirational peers. But how do you present this information to senior institutional management, your staff and senior-level volunteers? Using PPT samples that demonstrate the types of presentations CASE members have used for these stakeholders, you'll walk away with concrete suggestions for presenting comparative metrics to your own audience.

    Fred Weiss, Chief Research and Data Officer, CASE

  • FUNDAMENTALS AND FOUNDATIONS
    What Nonprofits Can Learn from Actual Big Data Companies

    It is a truism that artificial intelligence and big data are the future of fundraising analytics and are needed to meet ever-growing campaign goals. Even so, a glance at for-profit job postings or attendance at a business-centric conference readily highlights a stark divide between the level of data science resourcing and investment in the for-profit and nonprofit sectors. Even the most data savvy nonprofits are likely to have a budget and staffing level a fraction of those found at a comparable industry peer.

    Nevertheless, the duty of a nonprofit is to do more with less. And in this spirit, there is still hope for nonprofits to be the beneficiaries of big data through the utilization of open source tools, data, and methods provided by individuals and corporate benefactors. But where do we begin?

    The purpose of this session is to reset expectations about what big data and artificial intelligence imply for fundraising analytics. The panel will present staffing and infrastructure benchmarks based on conversations with peers in the for-profit space, as well as efforts transforming our own organizations. Attendees will leave with an understanding of the key terminology, skillsets, technologies, and organizational structures employed at actual big data companies, and suggestions on how we can apply them in our resource-constrained nonprofit environments.

    Mirabai Auer, Director, Analytics and Business Intelligence, University of Chicago; Rodger Devine, Associate Dean of External Affairs for Strategy and Innovation, University of Southern California - Dornsife College of Letters, Arts and Sciences; Brett Lantz, Senior Associate Director of Analytics, University of Michigan Office of University Development; and Xiaohong Zhang, Data Architect, University of Chicago

  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Building a Better Future: Creating AI and Machine Learning Systems to Accelerate Advancement

    Looking to learn more about AI and Machine Learning Systems? This session details a comprehensive six-month plan for learning how to develop AI/ML and reinforcement systems using a combination of free online courses, books, thought-leader content and more. You don't have to be an AI-engineer to build these systems; this session is designed to speak to both intermediate and novice professionals who want to dabble within AI systems.

    Rich Palmer, Chief Technology Officer, Gravyty; Kim Rich, Executive Director of Advancement Services and Annual Giving, Medical University of South Carolina

  • ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE
    Going Beyond Alumni Engagement Metrics

    Discover how to use analytics and predictive modeling in the alumni engagement phase. Move beyond using alumni engagement metrics and learn how to apply analytics for better decision making. Find out how alumni relations staff have been empowered to use data to increase engagement in their programs and review real-world examples you can use at your own organization.

    Ryan Bersani, Director of Engagement Analytics, Massachusetts Institute of Technology; and Sabah Currim, Manager, Alumni Data and Analytics, University of Arizona Alumni Association

  • 12:00 pm to 1:25 pm
    Networking Lunch/Roundtables
  • 1:25 pm to 2:15 pm
    Track Sessions (choose one)
  • NEXT GEN PROSPECT DEVELOPMENT
    A Data-Driven Approach to Prospect Management: UCSF

    In the spring of 2017, the prospect development team at the University of California San Francisco began to reevaluate its prospect management efforts. First on the agenda was revamping the major gift officer prospect portfolio evaluation/review process. Second was the development of a predictive model that would identify prospects who had the grates probability to make a major gift, $100K or greater, to UCSF. A year later the process has been a resounding success. Portfolios are now evaluated on a regular basis, quarterly meetings last no longer than an hour, and portfolio bloat has been addressed. After the first two quarters of the process development officers have moved more than 30 percent of their least likely prospect in to the annual fund. Using the process at UCSF as a springboard, learn how to take models, or other key indicators, and make them your driving force for portfolio evaluations.

    Kalina Kwong, Assistant Director of Prospect Development, Data Management and Analytics; Anthony Villescas, Director of Prospect Development; and May Yee, Assistant Director of Prospect Development, Prospect Management and Research, University of California San Francisco

  • INDUSTRY TRENDS AND SOURCES
    Voluntary Support of Education Survey: 2018 Highlights

    In February 2019, CASE announces the results of the 2018 Voluntary Support of Education (VSE) Survey, the premier source of philanthropic support of education data in North America. This session highlights the results of the survey, focusing on trends in this year's data collection and provides a brief demonstration of Data Miner, the VSE's online reporting and benchmarking tool, available as a benefit to all CASE members.

    Ann Kaplan, Senior Director, Voluntary Support of Education Program, CASE

  • FUNDAMENTALS AND FOUNDATIONS
    Introducing Constituent Intelligence: Transforming Data Into Action

    With the expanding strategic goals of many university development and/or alumni teams, new opportunities have flourished in the space of constituent data, extracting insights and process improvement. An environment for exploration and risk-taking has emerged and it is clear these components, mixed with the role of data, are essential to future fundraising goals. To that end, the University of St. Thomas created a Constituent Intelligence department that focuses on transforming data into actionable intelligence in an effort to "Unleash the limitless opportunities, insights, and innovation a 360-degree data view of every constituent has at the university". This session follows the journey of the CI department thus far, the methodology for discovering and integrating new data points, and offers examples of a few early victories.

    Patrick Sanchez, Director, Advancement Systems and Gift Accounting; and Jena Zangs, Associate Director, Constituent Intelligence, University of St. Thomas

  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Prescriptive Modeling: Really?

    Prescriptive modeling (not to be confused with Predictive) has been on the to-do lists of many nonprofits. But what does it mean? Can we actually use prescriptive modeling to help fundraisers? What can we learn from our for-profit leaders? Gain a better understanding of prescriptive modeling and get next steps for how you can work in this space. Our presenters have found that not many nonprofits use prescriptive modeling. They explore why that is during this session. Walk through what they learned, what they tried, and how they succeeded (or failed) at creative prescriptive modeling for their own organizations.

    Rich Majerus, Assistant Vice President of Donor Relations and Advancement Strategy, Colby College; Alexander Oftelie, Managing Associate, Bentz Whaley Flessner; and Leigh Petersen, Business Analyst, Vrbo/HomeAway

  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Building a Better Future: Creating AI and Machine Learning Systems to Accelerate Advancement 

    Looking to learn more about AI and Machine Learning Systems? This session details a comprehensive six-month plan for learning how to develop AI/ML and reinforcement systems using a combination of free online courses, books, thought-leader content and more. You don't have to be an AI-engineer to build these systems; this session is designed to speak to both intermediate and novice professionals who want to dabble within AI systems.

    Rich Palmer, Chief Technology Officer, Gravyty

  • ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE
    A Brave New Digital World: Leveraging Data and Analytics to Conduct Retargeting Campaigns

    Learn how to identify individuals who have already demonstrated a strong inclination to make a gift, and then discover how to target these constituents via paid digital ads on social media platforms. You'll leave knowing how to create a retargeting pixel, allowing you to identify giving page visitors who abandon their carts, how to design a Facebook or Google ad campaign by using targeted, segmented lists exported from your fundraising CRM, and how to conduct randomized, controlled trials to evaluate "lift" and ROI of ads.

    AJ Nagaraj, Assistant Vice President for Advancement Strategy, Stony Brook University

  • 2:15 pm to 4:10 pm
    Exhibitor Demos in Exhibit Hall
  • 2:30 pm to 3:15 pm
    TestDRIVE/ Sessions
  • 4:10 pm to 5:00 pm
    Track Sessions (choose one)
  • NEXT GEN PROSPECT DEVELOPMENT
    The Road Less Traveled

    The combining of analytics, prospect management and prospect research work into a single fundraising data intelligence department is a budding trend in development. But, what happens when you find yourself part of a department that combines data experts who had previously only worked in the for-profit space with experienced prospect development professionals reluctant to completely change course? As it turns out, brilliant things can happen, if you let them. The University of Iowa Center for Advancement recently underwent a strategic reorganization that brought together new-to-fundraising experts in analytics and data science with experienced prospect management and research professionals under the umbrella of Data Analytics, a team focused on holistic fundraising intelligence. This session looks at the varying backgrounds of their data experts, the a-ha moment responsible for propelling this team on a dynamic path forward together, and a sampling of projects where combining this varied expertise resulted in a more brilliant work product.

    Brad Cunningham, Assistant Vice President of Analytics; Gokul Murugesan, Data Scientist; and Janet Weimar, Associate Director, Prospect Management, Health Sciences/Health Care Philanthropy, University of Iowa Center for Advancement

  • INDUSTRY TRENDS AND SOURCES
    CASE Alumni Engagement Metrics

    There has been a long-term industry need for a standardized way to measure alumni engagement. In 2016, CASE's Alumni Relations Commission formed a task force to create a framework that might be used to measure engagement. Their work was first published in early 2018, and after soliciting feedback from CASE's global membership, a second version was published in July 2018. This session outlines the framework of the Alumni Engagement Metrics Project, reviews the beta project for implementing the framework, and disseminates the next steps relative to this initiative.

    Fred Weiss, Chief Research and Data Officer, CASE

  • FUNDAMENTALS AND FOUNDATIONS
    Demystifying Data Science: How Children's National Uses Advanced Marketing Analytics and Multi-Source Attribution Modeling to Generate More Revenue with Less Investment

    Data scientists can mine massive amounts of information to better understand human behavior. So how can marketing teams use the principles of "big data" to drive greater ROI? Children's National has created an analytics program to understand how marketing and fundraising touch points work together so that they are worth more in coordination then the sum of their parts. This modeling lead to a decrease from 83 cents to 7 cents of the cost per dollar raised in a single fiscal year by focusing in on moments and touch points that matter.. This session will cover the theoretical concepts to the actual building of the product as well as the multi-year road map of where Children's National is taking this technology.
    This session is presented in partnership with the Association of Advancement Services Professionals (aasp)

    Shomari White, MBA - Associate Vice President, Business Operations, Children's National Health System; and Jon Thompson, Director, Philanthropic Marketing & Communications, Children's National Health System

  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Connecting the Cloud: A Panel Discussion on Cloud Hybrid Architecture

    A panel discusses the technologies and processes used to combine legacy systems and modern cloud applications, thus extending the life of the legacy system while bringing new functionality and ease of data collection. This session will reference the Gartner article “Choose the Right Approach to Modernize Your Legacy System” and outline the risk that comes with each choice on the continuum. Group participation and discussion is encouraged.

    Regan Holt, Chief Executive Officer, Uprising Tech; Terry Callaghan, Associate Vice President, Information Technology, Rutgers, The State University of New Jersey; and Carrie White, Vice President of Advancement Services, University of Cincinnati

  • ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE
    Discover the Causes Your Alumni Care About

    Social listening. What is it, how does it work and why is it important to alumni engagement and advancement? Listen as three panelists share their first-hand knowledge of social listening and cause-related messaging. Find out how to define social listening and how to build personalized experiences using keyword tracking and Google Analytics practices. Review challenges and opportunities that might arise while implementing a research-based cause campaign and leave with a practical knowledge of social listening.

    Ashley Budd, Director of Digital Marketing, Cornell University; Brent Grinna, Founder and Chief Executive Officer, EverTrue; Liz Gross, Founding Director, Campus Sonar; and Martin Sickafoos, Vice President, Digital Strategy, Purdue Alumni Association

  • 5:00 pm
    Conference Adjourns for the Day
  • 6:00 pm to 8:00 pm
    DRIVE/afterdark party
  • 7:30 am to 8:30 am
    Breakfast
  • 8:30 am to 9:30 am
    Key Session
    Future Proof Your Institution and Career
    Alec Ross, Technology Policy Expert, Innovator and Author

    Alec Ross, best-selling author of The Industries of the Future, is an expert on how current trends in technology and the economy will shape the way we work and live. At the 2019 DRIVE conference he will discuss the intersection of these trends and their impact on your field. Alec will walk us through the skills and aptitudes you need to respond effectively to these trends and adapt creatively to the new demands on your work with an emphasis on the integration of artificial intelligence and data analytics.

  • 9:30 am to 9:55 am
    Networking Break with Exhibitors
  • 9:55 am to 10:45 am
    Track Sessions (choose one)
  • INDUSTRY TRENDS AND SOURCES
    Building a Fundraising Recommender System

    Determining the philanthropic interests of prospects is one of the key tasks in fundraising. Matching prospect interests with organizational fundraising priorities, especially new initiatives, is another big challenge. In this study, we are proposing and developing a recommender system which not only predicts a donor's potential interests on giving areas and volunteering services, but also connects a prospect with new campaign initiatives. This session details the framework of the recommender system from conceptualization to operationalization and evaluation, explores the implementation parameters (collaborative filtering, association rule, text mining, and semantic measure in fundraising), and offers a demo on a web application of the recommender.

    Min Xu, Associate Director, Data Science, Princeton University

  • INDUSTRY TRENDS AND SOURCES
    Implementing a CRM or ERP: Successes and Challenges

    Dan Feely leads a panel of leaders in higher education who are leading the pack in the implementation of new CRM and ERP systems. Each institution has taken a different path (Blackbaud, Ellucian, or Salesforce); explore the success and challenges of these major implementations.

    Mark Koenig, Assistant Vice President, Advancement Services, Analytics and Digital Strategy, Oregon State University Foundation; Melissa Kwilosz, Vice President and Chief Information Officer, ASU Enterprise Partners; and Carrie White, Vice President of Advancement Services, University of Cincinnati
    Moderator: Dan Feely, Founder and Managing Partner, TSI-Transforming Solutions

  • Fifty Years of Fundraising Technology: An Introspective Look at the Origins, Challenges and Future Potential of the Tools We Use Every Day

    This session takes you on an interesting traverse through the world of fundraising technology—past, present and future. We'll start with an illuminating history of the origins of some well-known early technology tools, then discuss several challenges we face in our present, including GDPR compliance and data overload. Finally we'll focus on a vision for the future and take a look at what our world might look like in 2035. Will pervasive computing allow us to use virtual reality work environments as opposed to sitting at desks? Will AI become so advanced that the primary communication between major donors and institutions will be solely digital? Will location-based marketing tools fundamentally change the way we message and engage alumni? Join us on this journey as we examine the history of advancement services and discover how the tools developed 25 years ago will affect the tools we use 25 years from now.

    Christian Varano, Strategic Account Executive, Blackbaud

  • FUNDAMENTALS AND FOUNDATIONS
    Creating a Data Collection and Analytics Program to Support Alumni Outcomes Reporting

    Alumni outcomes--or tracking what happens to alumni after graduation--has become a hot topic recently, but often represents a daunting effort that leaves many wondering where and how to begin. Pomona College has spent the last two years tackling a comprehensive alumni outcomes program. This session offers tips for doing the same at your institution. Learn how to put together an amazing data collection and how to use a variety of reporting tools to present compelling stories for a number of audiences. Find out how to highlight rich sources of data related to employment, post-graduate degrees, involvements, philanthropic giving, honors and awards. Discover how to clean and normalize this data, create meaningful taxonomies, and develop strategies for reporting and visualizations. You'll leave with practical solutions for budgeting time and resources and the know-how to avoid common pitfalls.

    Nadine Francis, Senior Director of Advancement Services and Information Services, Pomona College; Peter Hansen, Advancement Business Process and Technology Manager, Pomona College

  • ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE
    A Score to Settle: Determining the Value of Alumni Engagement Metrics

    This roundtable discussion will give attendees the opportunity to dissect the merits and challenges of alumni engagement scoring-from deciding which metrics to include to exploring how scores are leveraged to drive advancement strategy at individual institutions to establishing a standardized industry-wide engagement rubric.

    Jon Horowitz, Director of Market Research and Impact Insights for Advancement, Dartmouth College; Camden Morse, Senior Executive Director, Application Development & Information Services at UCLA External Affairs; Jason Heiserman, Director of Regional, Student and Young Alumni Programs at Johns Hopkins University

  • 11:00 am to 11:45 am
    TestDRIVE/ Sessions
  • 11:00 am to 12:00 pm
    Exhibitor Demos in Exhibit Hall
  • 12:00 pm to 1:25 pm
    Networking Lunch
  • 1:25 pm to 2:15 pm
    Track Sessions (choose one)
  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Automating Repetitive Tasks and Creating Workflows: Google, Zapier and Trello

    Are you looking to automate tasks with less paper transfer and without the use of NXT or Salesforce? Learn how to use Google Apps, Zapier, Trello and a few Chrome Extensions to automate tasks and better track work. These tools have advanced significantly over the past year and can help create better workflow for your team. 

    Jeffrey Wat, Director, Information Services and Technology in the Office of Advancement, Illinois Tech

  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Enabling New Generation Analytics with Data Streams and Lakes

    This session offers an overview for building a data pipeline to handle data lakes and streams. Learn how to channel data streams into useful intelligence, how to determine the importance of a data lake and the value of having a distinct analytics data mart, and find out why neither of these are "shadow systems."

    Victor Ogundipe, Jr., Data Analytics Lead, University of Michigan

  • INDUSTRY TRENDS AND SOURCES
    The U.S. Census Bureau's American Community Survey: Topics, Datasets, Resources and Access

    The American Community Survey (ACS) is an ongoing survey that provides vital information on a yearly basis about our nation and its people. Information from the survey generates data that helps determine how more than $675 billion in federal and state funds are distributed each year. Through the ACS, we know more about jobs and occupations, educational attainment, veterans, whether people own or rent their homes, and other topics. Public officials, planners and entrepreneurs use this information to assess the past and plan the future. When you respond to the ACS, you are doing your part to help your community plan for hospitals and schools, support school lunch programs, improve emergency services, build bridges, and inform businesses looking to add jobs and expand to new markets, and more. Join this session to learn more about this critical survey.

    Jennifer Ortman, Assistant Division Chief, American Community Survey, Office of US Census Bureau; R. Chase Sawyer, Supervisory Survey Statistician, U.S. Census Bureau

  • FUNDAMENTALS AND FOUNDATIONS
    Where Do I Start? Creating a Solid Foundation of Advancement Reports and Analysis

    Before you can use advanced analytics, strong basic reports and basic data understanding need to be established. This session serves as a primer for taking ownership/leadership of advancement reports and for establishing a strong data foundation and culture. Learn how to bridge the gap between fundraiser language and techie language, find out how to implement strong reporting standards, review samples of strong and weak reports, learn how to insert yourself in the strategic data conversations, and learn how to lead the data efforts vs responding to data requests.

    Nicole LaMar, Associate Director of Advancement Operations/Reporting and Data Analysis, Ohio Wesleyan University

  • ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE
    Using Social Network Analysis to Analyze and Influence Alumni Giving

    In this session, you will learn to use social network analysis techniques to identify potential annual giving donors and those who would likely influence them. You will learn how to collect and analyze social network data using various techniques and tools, identify relevant social network analysis measures, and explore how these measures serve as a proxy for social capital and influence. Session participants will also explore how social network analysis can help identify statistically significant indicators of annual giving and how these results relate to donor behavior.

    Christian Shaffmaster, Associate Director of Alumni Affairs and Development, Cornell Law School

  • 2:15 pm to 2:30 pm
    Networking Break with Exhibitors
  • 2:30 pm to 3:20 pm
    Track Sessions (choose one)
  • FUNDAMENTALS AND FOUNDATIONS
    Building the Platform While Reporting: Strategy, Self-Service, and the Path Toward Optimization

    This presentation will document the process of stabilizing a new reporting platform while creating a basic self-service reporting suite, complete with training and documentation to empower end users. This will be examined through the lens of a successful case study of reporting in DAR at American University after transitioning to a new CRM. The presentation will maintain an agnostic view in terms of platforms or systems, but the transferable lessons learned in change management and strategic rollout of a reporting suite will be explored. These lessons include but are not limited to: assessment of pain points and action items in starting the process and move toward implementation; conducting inventory and creating reporting templates for self-service; holding focus group sessions and training for end users; establishing ownership and investment in the new system across your organization.
    This session is presented in partnership with the Association of Advancement Services Professionals (aasp)

    Samantha L. Howell, Director, Reporting and Analytics, Office of Development and Alumni Relations, American University

  • WHAT’S NEXT: DATA SCIENCE AND TOOLS
    Reproducible Data Science and Fundraising Analytics with GitHub and R Markdown

    Have you spent hours aggregating data, creating visualizations and writing up takeaways only to have to start over when changes are needed? Or wanted to update a project and been stymied by a lack of documentation? There is a better way! Learn how reproducible research methods and tools like Git and Markdown can help your team spend more time answering questions and less time on busywork. This session includes a demo in RStudio and reviews the tools for getting started.

    Paul Hively, Director, Analytics and Business Intelligence, Kellogg School of Management, Northwestern University

  • What Do You Think Your Prospect is Interested In?

    The field of machine learning has seen an exponential growth in practical use cases over the last decade. This has led to increased availability of collected structured and unstructured data that can be converted into actionable insight through predictive and prescriptive modeling. The presenters will discuss a Framework for building decision support systems to guide strategic planning and tactical decision making in fundraising. They will also present a case study showing how to leverage some advanced text mining concepts like word embeddings to model donor interests that could assist with generating targeted communications for event planning and appeals for funds.

    Gurpreet Mohaar, Data Scientist, Development and Alumni Engagement; Wade Walker, Director, Development Data, Development and Alumni Engagement, University of Calgary; Scott Zimmer, Manager, Analytics and Reporting, Development and Alumni Engagement, University of Calgary

  • ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE
    Shifting from Mass Marketing to Automation and Personalization

    With limited resources and a flat budget, doing more with the dollars you have is crucial in order to meet increasing goals, address decreasing participation rates and accommodate elevated donor expectations. Learn how Cornell College made the decision to focus on automation and personalization, review their process for evaluating engagement platforms to find the one that would meet their definition of success, and discover how they then effectively implemented the new strategies for increased results.

    Katie Green, Senior Director of Advancement Operations, Cornell College

  • 3:20 pm to 3:45 pm
    Networking Break with Exhibitors
  • 3:45 pm to 4:30 pm
    Closing Key Session
    Data Visualization: From Excel to Amazing
    Mona Chalabi, Data Journalist

    Mona Chalabi is known for her unconventional data illustrations. They tell the data story in unique and inspiring ways. Her address at DRIVE will take you through her process, from the raw data to the finished product. You'll get to witness her creativity in action and take away insights on how your own visualizations tell stories that advance your institutions.

  • 4:30 pm
    Conference Adjourns
Track Sessions Key:
NEXT GEN PROSPECT DEVELOPMENT: Using the power of analytics to maximize the value of traditional prospect development.
INDUSTRY TRENDS AND SOURCES: Keeping up with benchmarking and what's trending in our industry.
FUNDAMENTALS AND FOUNDATIONS: Examining the everyday challenges and opportunities that ensure a solid foundation for strong analytics programs.
WHAT'S NEXT: DATA SCIENCE AND TOOLS: What's trending, what's cutting-edge and what have we not even thought of yet?
ALUMNI ENGAGEMENT AND THE DIGITAL LANDSCAPE: Harnessing the power of digital and measuring alumni engagement.

Key Session Speakers

Piyanka Jain

President & CEO, Aryng

A highly-regarded industry thought-leader in data analytics, Piyanka Jain is an internationally acclaimed best-selling author and a frequent keynote speaker on using data-driven decision-making for competitive advantage at both corporate leadership summit as well as business conferences.

At Aryng, she leads her SWAT Data Science team to solve complex business problems, develop enterprise wide Data Literacy, and deliver rapid ROI using machine learning, deep learning, and AI. Her client list includes companies like Google, Box, Here, Applied Materials, Abbott Labs, GE. As a highly-regarded industry thought leader in Data Science, she writes for publications including Forbes, Harvard Business Review, and InsideHR. To connect, simply join her network here or click 'Follow' on Twitter.

Alec Ross

Author, The Industries of the Future

Alec Ross is a Distinguished Visiting Fellow at Johns Hopkins University and the author of the New York Times bestseller, The Industries of the Future (Simon & Schuster), which explores the technological and economic trends and developments that will shape the next 10 years, from cybersecurity and big data to the commercialization of genomics to the codeification of money, markets and trust. Since its publication in February of 2016, it has gone into an 8th printing and the rights have been sold for translation into 18 languages.

Ross serves as an advisor to investors, corporations and government leaders to help them understand the implication of factors emerging at the intersection of geopolitics, markets and increasingly disruptive network technologies. He recently served for four year as senior advisor for innovation to Secretary of State Hillary Clinton, a role created for him by Secretary Clinton to maximize the potential of technology and innovation in service of America's diplomatic goals. In this role, Alec acted as the diplomatic lead on a range of issues including cybersecurity, Internet Freedom, disaster response and the use of network technologies in conflict zones. Previously, he served as the Convener for the Technology, Media and
Telecommunications Policy Committee on Barack Obama's 2008 presidential campaign and served on the Obama-Biden Presidential Transition Team.

In 2000, Ross and three colleagues co-founded a technology-focused social enterprise and grew it from modest origins in a basement into a global organization serving millions of low-income people, with programs on four continents.

Mona Chalabi

Data Journalist

Mona Chalabi is a journalist who really loves numbers. She is the data editor of The Guardian where she writes articles, produces documentaries and illustrates, as well as animates, data. She is also a data journalist for NPR. After analyzing statistics for the United Nations, Chalabi saw how important data was, but also how easily it could be used by people with their own specific agendas. Since then, her work for organizations like Transparency International and The Guardian has had one goal: to make sure as many people as possible can find and question the data they need to make informed decisions about their lives.

She gives speeches and teaches courses on data journalism, and when she can, she illustrates data. She helped create the Emmy-nominated four-part video series "Vagina Dispatches" which explores the physical, social and sometimes political dynamics that surround women's bodies. She hosts Vice's TV program "The Business of Life," a new kind of talk show that breaks down the financial machinery behind some of the most important issues of our time.

Chalabi has a master's degree in international security from the Paris Institute of Political Studies and has worked for FiveThirtyEight, the Banks of England, the Economist Intelligence Unit, and the International Organization for Migration.


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