DRIVE/ Conference 2019

DRIVE/ 19 Track Sessions

Create your own conference experience.

Five distinct tracks offer a wide range of topics, allowing you to pick and choose the sessions you want to attend. Take a look at the offerings, put yourself in the driver's seat, and see how far you can go!

• 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.


Learn more by expanding the Track Sessions below:
  • Using the power of analytics to maximize the value of traditional prospect development.
  • Creating and Executing a Data-Driven Prospect Management Policy

    Tuesday, March 12 - 10:00 am to 10:50 am
    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

  • Building Flexibility and Scale into Your Prospect Pipeline

    Tuesday, March 12 - 11:10 am to 12:00 pm
    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

  • A Data-Driven Approach to Prospect Management: UCSF

    Tuesday, March 12 - 1:25 pm to 2:15 pm
    In the spring of 2017, the prospect development team at the University of California San Fransisco 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

  • Backgrounds Collide, Brilliance Ensues

    Tuesday, March 12 - 4:10 pm to 5:00 pm
    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

  • The Consolidation Game: Why Pulling Data Assets Together is the Key to Prospect Research

    Wednesday, March 13 - 2:30 pm to 3:20 pm
    Considering consolidating your data assets? This session offers example application diagrams and points out where complexity leads to breakdowns in scale and insights. Learn how the University of Chicago is addressing its needs around rationalization including balancing feature strength vs. integratability. Find out ways in which tools disparity holds institutions back from reaching scalability in engagement and/or quality of engagement. Learn how to create your own app map and ID the pain points to develop a long-term tech stack strategy that scales and informs.

    Desmond Jones, Business Analyst, Information Architecture Strategic Information, Events, and Stewardship, University of Chicago; and Nick Zeckets, Chief Executive Officer, QuadWrangle

  • Keeping up with benchmarking and what's trending in our industry.
  • Fifty Years of Fundraising Technology: An Introspective Look at the Origins, Challenges and Future Potential of the Tools We Use Every Day

    Wednesday, March 13 - 9:55 am to 10:45 am
    This session takes you on an interesting traverse over the world of fundraising technology--past, present and future. We start with a brief history of early technology tools, then discuss several challenges we face in our present, including data privacy, GDPR and marketing automation. Finally we focus on the future and take a look at what the world might look like in 2035. Will pervasive computing mean that we spend our days in virtual reality work environments as opposed to sitting at desks? Will AI become so advanced that Bots are the primary communicators between donors and institutions? Will location-based marketing tools change the way we message and engage alumni? Join us on this journey and maybe we can find out what the future holds.

    Christian Varano, Strategic Account Executive, Blackbaud

  • Pew Research Center: Generational Trends in Technology Use

    Tuesday, March 12 - 10:00 am to 10:50 am
    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

  • Management Presentations: Presenting Comparative Metrics to Management, Staff and Senior Volunteers

    Tuesday, March 12 - 11:10 am to 12:00 pm
    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

  • Implementing a CRM or ERP: Successes and Challenges

    Tuesday, March 12 - 1:25 pm to 2:15 pm
    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

  • CASE Alumni Engagement Metrics

    Tuesday, March 12 - 4:10 pm to 5:00 pm
    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

  • Voluntary Support of Education Survey: 2018 Highlights

    Wednesday, March 13 - 9:55 am to 10:45 am
    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.

    Fred Weiss, Chief Research and Data Officer, CASE

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

    Wednesday, March 13 - 1:25 pm to 2:15 pm
    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 help 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. Join this session to learn more about this critical survey, including how the data are collected, the ongoing research to improve quality, and the many tools available to access ACS data for your work.

    Jennifer Ortman, Assistant Division Chief, American Community Survey, Office of US Census Bureau

  • Examining the everyday challenges and opportunities that ensure a solid foundation for strong analytics programs.
  • In-House Data Scientists: To Have or Have Not

    Tuesday, March 12 - 10:00 am to 10:50 am
    Is it necessary for your fundraising department to have an in-house data scientist? This session aims to answer this question by using examples to show the importance a data scientist can bring to an organization.

    Jing Zhou, Data Scientist, University of Southern California

  • The Reality of Big Data for Small Teams

    Tuesday, March 12 - 11:10 am to 12:00 pm
    Session information coming soon.

  • Introducing Constituent Intelligence: Transforming Data Into Action

    Tuesday, March 12 - 1:25 pm to 2:15 pm
    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

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

    Wednesday, March 13 - 9:55 am to 10:45 am
    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

  • Where Do I Start? Creating a Solid Foundation of Advancement Reports and Analytics

    Wednesday, March 13 - 1:25 pm to 2:15 pm
    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

  • What's trending, what's cutting-edge and what have we not even thought of yet?
  • Getting Up and Running with Interactive Data Visualization in R

    Tuesday, March 12 - 10:00 am to 10:50 am
    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

  • Automating Repetitive Tasks and Creating Workflows: Google, Zapier and Trello

    Tuesday, March 12 - 11:10 am to 12:00 pm
    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

  • Prescriptive Modeling: Really?

    Tuesday, March 12 - 1:250 pm to 2:15 pm
    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, Senior Director, Advancement Services and Operations, Southwestern University

  • Cloud Hybrid Deployment

    Tuesday, March 12 - 4:10 pm to 5:00 pm
    This session offers an overview of technologies that combine legacy systems and modern cloud applications, thus extending the life of the legacy system but adding new functionality and ease of data collection. You'll look at the Gartner article "Choose the Right Approach to Modernize Your Legacy System" and talk about the risk that comes with each choice on the continuum.

    Regan Holt, Chief Executive Officer, Uprising Tech

  • Building a Fundraising Recommender System

    Wednesday, March 13 - 9:55 am to 10:45 am
    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

  • Enabling New Generation Analytics with Data Streams and Lakes

    Wednesday, March 13 - 1:25 am to 2:15 am
    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

  • Building a Better Future: Creating AI and Machine Learning Systems to Accelerate Advancement

    Wednesday, March 13 - 1:25 pm to 2:15 pm
    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

  • Reproducible Data Science and Fundraising Analytics with GitHub and R Markdown

    Wenesday, March 13 - 2:30 pm to 3:20 pm
    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?

    Wenesday, March 13 - 2:30 pm to 3:20 pm
    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 and Alumni Engagement; Scott Zimmer, Manager, Analytics and Reporting, Development and Alumni Engagement, University of Calgary

  • Harnessing the power of digital and measuring alumni engagement.
  • Engagement Analytics

    Tuesday, March 12 - 10:00 am to 10:50 am
    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

  • Going Beyond Alumni Engagement Metrics

    Tuesday, March 12 - 11:10 am to 12:00 pm
    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

  • A Brave New Digital World: Leveraging Data and Analytics to Conduct Retargeting Campaigns

    Tuesday, March 12 - 1:25 pm to 2:15 pm
    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

  • Discover the Causes Your Alumni Care About

    Tuesday, March 12 - 4:10 pm to 5:00 pm
    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

  • The Value of Alumni Engagement Metrics

    Wednesday, March 13 - 9:55 am to 10:45 am
    This panel discussion looks at examples of deployed methods for engagement metrics tracking from panelists who are managing such programs. Discuss industry efforts to create a set of standards around information collection. Explore the merits and challenges of engagement scoring. Panelists are from schools that have deployed, and had success with, such systems.

    Jon Horowitz, Director of Market Research and Impact Insights for Advancement, Dartmouth College

  • Using Social Network Analysis to Analyze and Influence Alumni Giving

    Wednesday, March 13 - 1:25 pm to 2:15 pm
    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

  • Shifting from Mass Marketing to Automation and Personalization

    Wednesday, March 13 - 2:30 pm to 3:20 pm
    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

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