|
Breakout 1B: Mystery Science Theater 3000 Presents "Dashboards (and Reports) for Dummies" | Salon C-3, LL
Join your hosts Joel, Tom, and Crow for this week's episode of Mystery Science Theatre 3000 as they are forced to watch the best and worst dashboards and reports found in the fundraising industry. This no-holds-barred experience is not for the faint of heart. Pull up a chair, eat your popcorn, and learn what it takes to create an out-of-this-world dashboard.
 Mark Longo is the senior director of strategic initiatives and development administrative management in the office of advancement and alumni relations at the California Institute of Technology (Caltech) in Pasadena, California. In this role, Mark collaborates with development stakeholders to plan, facilitate, and accomplish strategically identified, cross-functional projects and process improvements. Areas of focus include benchmarking, project management, development administrative management, and board meeting support. Previously, Mark was the deputy director of strategic development services at Georgetown University and he led the development operations teams at the National Geographic Society and the National Trust for Historic Preservation. Mark is a frequent presenter at AASP, CASE, Meeting of the Minds, Academic Impressions and other industry conferences. Mark earned a bachelor’s degree in economics-finance from Bentley University and a master’s degree in leadership from Georgetown University. Mark has also received a certificate in project management from Caltech and is a certified Prosci® change management practitioner.
 Laurie Ogg is the Director of Advancement Services and Stewardship at Sonoma State University, overseeing gift processing, prospect research and database management. A self proclaimed “expert generalist” Laurie has over 15 years of experience in higher ed Advancement. In addition to her role in Advancement Services, She has held roles in scholarship administration, annual giving and alumni relations during her 23 year tenure at Sonoma State.
Having helped institutions raise over $6B during his career through the utilization of data and systems, Nathan Fay is a leading figure in the nonprofit industry. He currently serves as AVP of Advancement Services for Caltech, one of the nation’s top universities. Previously, he spent over 5 years as AVP of Prospect Development for City of Hope and 11 years in various roles at Stanford University, including 7 years as Director of Data Analytics and Prospect Research for Stanford's Children’s Hospital. In addition, Nathan is a sought-after speaker on data, business intelligence, artificial intelligence and philanthropy. He coined the term “Precision Philanthropy” to refer to a system that utilizes artificial intelligence technologies to dramatically enhance efficiency in the nonprofit sector. Nathan is the author of Precision Prospect Development.
Breakout 2B: Data Quality - What Does It Mean for Your CRM Environment | Salon C-4, LL
Data Quality - The Data Administration Management Association (DAMA) defines data quality as "fit for purpose". What does that mean in the world of advancement? We'll address measurements of data quality and metrics that support the goals of your organization. In turn, we'll discuss the importance of clarity on the definition of data quality in your CRM environment. Examples will be given from a broad range of types and sizes of institutions.
 Terry Callaghan, CIMP is a seasoned advancement professional with over 25 years of experience. Throughout her career, Terry has championed data as the foundation for successful business technology solutions. She has had a deep passion for data quality, stewardship, information access and analytics. Terry holds the CIMP certification in Data Governance and has published on the importance of data governance in advancement ecosystems and CRMs.She currently is Senior Director, Management Consulting at Zuri Group where she advises clients on data governance, CRM selection and implementation, and best practices in advancement services. Prior to her position at Zuri Group, she was the Associate Vice President, Information Technology, Analytics and Gift Processing for Rutgers University Foundation where she led strategic planning and implementation of a wide range of advancement systems. Terry has held many leadership roles on industry panels and groups and is a frequent speaker at conferences. Her vision is to make advancement services a more integral part of the development process.
Breakout 3B: AdServ + Central Development Partnership: Increasing our Reach of Untapped Prospects | Salon C-5, LL
For 10 years, we struggled with getting our MGOs to reach out to unqualified prospect leads. We tried multiple rollouts, pilots, new metrics, improved reporting, but nothing moved the needle. Our previous big push to reach out to 7,000 new targeted leads via 65 major gift officers was on pace to take 14 years and we decided it was time to try something different. Through a partnership between prospect management and central development, we were able to craft an Assistant Director of Development (ADO) program with a sole focus on working through prospect leads. This cohort of 4 ADOs had consistent training and uses a consistent approach to penetrate the list of 7,000. 4 months after go-live, the team of 4 is on pace to work through the group of 7,000 in less than 2 years, has uncovered and raised over $1M in gifts, and identified 4 new planned gifts. This program has changed our entire approach to workforce planning and we now use data more than ever when making hiring decisions.
 Dr. Nicholas Linde, Vice President of Advancement: Nick leads system-wide fundraising initiatives including corporate engagement, foundation relations, gift planning, donor relations, regional development, pipeline development, annual campaigns and marketing for the University of Nebraska Foundation. Nick’s career spans nearly 20 years in frontline fundraising, alumni engagement and leadership roles at private universities, regional public universities and comprehensive university systems.
 Lane White is the Senior Director of Prospect Management at the University of Nebraska Foundation, where he oversees prospect development strategy. He has worked for the Foundation for eleven years. Prior to joining the Foundation, he worked in banking software with a focus on customer profitability. Lane has a Bachelor of Science in Business Administration and a Master's of Business Administration with a specialization in finance from the University of Nebraska-Lincoln. Lane lives in Lincoln, Nebraska, with his wife and two kids, and he is an avid foodie, traveler, and pickleballer.
Breakout 4B: Gift or Grant? If it's Philanthropic We Can Count It! | Salon C-1, LL
The debate of where a philanthropic grant needed to be processed was an ongoing challenge that the development and alumni relations team faced on a reoccurring basis. Our Corporate and Foundation Relations Team (CFR) would spend months creating grant proposals and receive funding, to then find out the award could not be processed in the Development Office because of contractual verbiage in the final agreement. With the help of the Gift Services team, their partnerships with Accounting and Sponsored Projects, and our CFR team, we collaboratively developed a process to count philanthropic grants, without affecting accounting processes. The process includes pulling a custom report out of our financial system, obtaining, and reviewing all paperwork, creating, and utilizing a committee to determine if the award is countable, and ultimately posting approved awards as entries into Raiser's Edge so funding is now accurately reflected on donor records and counted towards our campaign goal.
 Debbie Reyna is the Director of Gift and Stewardship Services at The University of Texas at Dallas where she has been for the past five years. Previous to The University of Texas at Dallas she was the Director of Gift Administration at the The University of North Texas for five years. Prior to her work in advancements services, she held corporate leadership positions in telecom and banking. She has both a bachelors and masters degree in business administration. In her spare time, she enjoys spending time with her two teenagers, husband, and three bird dogs.
Breakout 5B: Current Technicalities of Productive Capital Campaign and Endowment Launch - Post COVID -19 Pandemic Era | Salon C-6, LL
Is capital campaign or endowment launch a dream or a reality? Identification of several failures being encountered by organizations/institutions in planning, and execution to raise monies or mobilize resources. The failure of personnel, technical communications, goal and mission, venue, time, efforts projected, strategic relationship to prospects and donors, using appropriate language, and sustainable stewardship. What post COVID-19 Era events demand for a successful and target-based Capital Campaign and Endowment Launch are now above "the ways we have been doing it". It has based on Philanthropic technocrat from decision making, collective and achievable goals and missions, planning and execution, psychological and sociological nature of prospects, language, data analysis, strategic skills and philantech. Adoption and adaptation of current technicalities have productively worked for my Institution and is still working for more than 70 % higher education institutions in Africa and also in the globe
 Enock Ajayi, M.Phil, MInst.F, ACInst.M was the pioneer Fundraiser of the University of Ibadan Endowment Fund and worked concurrently as Secretary to the Endowment Fund Board from 2003 to 2007. He joined the Federal University of Technology, Akure on Institutional request as Chief Development and Alumni Officer to set up a viable Advancement Office in 2007. He was engaged during his sabbatical leave by Ondo State University, Okitipupa to set up a sustainable Advancement Centre. His professional knowledge and strategic skills in productive Capital campaign/Endowment launch, Fundraising fundamentals, Alumni Relations engagement/management, Major gifts/Donor retention, Board fundraising, Institutional marketing/Impactful asking and Sustainable stewardship, made him an Advancement Services Consultant to Higher Education Institutions in Africa. He has worked as Project Director, Insurance Manager, Tourism Manager, International Public Relations Officer and Translator/Interpreter (French/English) both in private and public sectors. Presently. He is the Deputy Chief Advancement Officer and a member of AASP.
|
Join Brad Tsai, Director of AI Product Management at UC Innovation, as he demonstrates a pathway to mission-driven success for advancement using Artificial Intelligence. In this session, Brad will offer a hands-on demonstration of how UC Innovation’s ascend product is using generative AI capabilities for advancement use cases. The demo will showcase practical applications ranging from chatbots to data summarization, inference tasks, and even code-writing, all tailored for Advancement scenarios. Get a firsthand look at how these innovative technologies can be harnessed for Advancement Services.