Institute for Senior Advancement Services Professionals

Program & Faculty

Learn more about the Institute for Senior Advancement Service Professionals program and faculty below:

  • 12:00 pm to 1:00 pm
    Registration
  • 1:00 pm to 1:30 pm
    Introductions and Welcome

    Join our faculty to review the program and learn how to get the most out of your time at the conference.

  • 1:30 pm to 2:45 pm
    The Changing Landscape of Advancement (speed topics and discussion)
    • New Technologies and Vendor Relationships (in house/outside sources) 
    • New Revenue Streams
  • 3:00 pm to 4:00 pm
    Strategic Planning vs Firehose
  • 4:15 pm to 5:15 pm
    Data-driven Decision Making and Governance
    • Discuss the use of structured technology and how we make the jump to unstructured technology and data.
    • Institution-based benchmarking: How do we dig into our own data and see what is working? How well are we moving prospects through the pipeline? 
    • How are you building/acquiring engagement data in house and from other units that aren't in the development office? How are you measuring digital engagement or social media? 
    • Acquisition of data: How do you get all the campuses to participate in the process?
    • How do you acquire data to find prospects? From outside resources (i.e. similar to museums and the Smithsonian Institution)?
  • 5:30 pm to 6:30 pm
    Networking Reception

    Join conference speakers, your colleagues and other attendees to network and socialize after the first day of the conference. Don't forget your business cards! Hors d'oeuvres, wine and beer will be provided.

  • 6:30 pm
    Conference Adjourns for the Day

    Dinner on your own

  • 8:00 am to 9:00 am
    Continental Breakfast/Roundtables

    Optional roundtable discussions during breakfast. Share your biggest challenges and discuss solutions with your peers.

  • 9:00 am to 10:15 am
    Managing the Vendor Portfolio
    • How are you managing different systems, products, tools, etc.?
  • 10:45 am to 11:45 am
    Managing Small Shops vs Big Shops
  • 11:45 am to 1:00 pm
    Networking Lunch

    Join conference speakers, your colleagues and other attendees to network and socialize during lunch.

  • 1:00 pm to 2:00 pm
    Small Group Discussions and Case Study Review (Affinaquest - Blackbaud - Ellucian - Salesforce) of Technology
    • Discussion around CRMs: benefits and obstacles with a holistic approach.
    • Discuss trends in technology and new tools. 
  • 2:15 pm to 3:15 pm
    Talent Management: Part I (staffing up, evolving role descriptions, building your own internship or certification programs)
    • Ideas around training and professional development, changing technologies
    • Staffing up: on-boarding process, search tools 
    • Recruitment and retention strategies (value proposition of higher education) 
    • Staff motivation and morale
  • 3:30 pm to 5:00 pm
    Talent Management: Part II
    • Challenges of talent management
    • Off-boarding: How do you begin to work with folks who need to sunset responsibilities?
    • Experience vs. skills in salary considerations
    • Changes in Institutional leadership
  • 5:00 pm
    Conference Adjourns for the Day

    Dinner on your own

  • 8:00 am to 9:00 am
    Continental Breakfast
  • 9:00 am to 10:15 am
    Faculty Panel Discussion and Parking Lot Topics/Benchmarking, Reporting and Metrics
  • 10:30 am to 11:45 am
    Leadership in Advancement Services
    • How do you elevate the advancement services agenda to the rest of the institution?
    • Prospect development leaders: How can you be a leader in the field with changes in the industry?
    • What does the future look like for advancement services? Challenges and successes in next ten years?
      • Will advancement services still exist or be broken in to multiple pieces?
      • One unit?
      • Multiple units that report to a senior vice president?
      • Services vs. operations/strategic information management: How do we brand/market what we do? 
    • How do other organizations feed in to professional development of your teams or advancement? 
      • Association for Advancement Services Professionals
      • Association of Professional Researchers for Advancement
      • What is CASE's role? 
    • What's next for senior leaders?
  • 11:45 am to 12:00 pm
    Closing Faculty Q&A
  • 12:00 pm
    Conference Adjourns

Faculty

Justin Fincher

Chief Administrative Officer and Deputy to the Senior Vice President

Justin Fincher is the chief administrative officer and deputy to the senior vice president for advancement at The Ohio State University. He oversees advancement's talent management, training and human resources functions, as well as the organization's strategic planning and internal communications efforts. Fincher manages projects that span the entire organization, advises the senior vice president on policy and short- and long-range planning, and aligns resources and talent to advance the organization's strategic priorities. As a member of the leadership team, he partners with other leaders to maximize organizational effectiveness and address emerging institutional issues.

Prior to Ohio State, Fincher held roles at Rutgers University and Johns Hopkins University where he led teams responsible for assessment and research, marketing and communications, talent management and constituent engagement. A nationally published author, teacher and scholar of leadership development, he studies the influences of mentorship, involvement, diversity and organizational climate on one's sense of belonging and capacity for leadership.

He completed his master's degree in college student personnel and his doctorate in higher education administration at the University of Maryland-College Park. He holds a bachelor's degree in biology, with a focus on human behavior, from Rutgers University.

Andillon Hackney

Director, Prospect Management and Research

Andillon Hackney is the director of prospect management and research at UC San Diego. Previously, she was the senior research coordinator at CHOC Children's Hospital and before that the prospect researcher for the Los Angeles County Natural History Museum.

She is a graduate of UC Santa Cruz and holds a master's degree from Art Center College of Design. She has served on the CARA Board as volunteer and mentor chair, treasurer and president. She also served on the Association of Professional Researchers for Advancement (Apra) 2014 Curriculum Conference Committee, the 2016 Apra Talks Committee, and served as the 2017 Apra Conference chair and the 2018 Apra Education and Professional Development chair. She is currently part of Apra's New Researcher's Symposium faculty.

Amanda Hoskins

Director of Advancement Services and Data Architecture

Amanda Hoskins is currently the director of advancement services and data architecture for the University Of Utah Health Office Of Advancement. She is on the Senior Leadership Team, which has been tasked with defining and implementing the strategy to raise $1B of the University of Utah's overall $2B goal for the current "Imagine New Heights" capital campaign. With this campaign, she is leading the transition of University of Utah Health's Advancement Operations to a new CRM to support her institution's ambitious data-driven goals and build a robust ecosystem for success.

In her current role, Hoskins manages and oversees Prospect Research, Management and Strategy, Analytics, Data Architecture, Corporations and Foundations Giving, Annual Giving, and Gift Processing for five health sciences colleges and all hospitals and clinics within the University of Utah system.

Prior to her current role, she held titles that have included development assistant, project coordinator, development officer, and director of prospect research within the University Of Utah Health Office Of Advancement. Her first role with the University of Utah dates back to 2010, when she worked for the alumni association. Her major career achievements have included building a Grateful Patient Fundraising Program, Provider Referral Program, and establishing a robust prospect research and prospect management team for the University Of Utah Health Office of Advancement.

Alison Sommers-Sayre

Assistant Vice President for Advancement

Alison Sommers-Sayre has more than 20 years of experience in business intelligence, information management and data-driven strategic planning within higher education, corporate environments and consulting capacities. She has worked in fundraising for the last decade, with a focus on promoting the value of prospect development and analytics and is currently the assistant vice president for advancement at Princeton University.

She is responsible for managing administrative services, alumni and donor records, analytics and data management, development technology services, and prospect development and research. She also is charged with identifying and implementing industry best practices and innovative methods, as well as enhancing the overall effectiveness and productivity of the office.

Sommers-Sayre joined Princeton in 2004 as director of development research, a position in which she helped prepare the office for the $1.88 billion "Aspire" campaign completed in 2012 and built the analytics function. Since 2009, she has been the executive director of development information strategy. Prior to Princeton, she worked in business intelligence, information management and data-driven strategic planning in corporate environments and consulting firms.

She has been on the board of APRA, the international association representing prospect development professionals, since 2011, and currently serves as the organization's president. She has been a conference speaker for APRA, CASE, and the Association of Fundraising Professionals. She is an honors graduate of the University of Chicago, where she has been an active alumni volunteer.