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Breakout 1J: Supporting Better KPIs: Management Dashboards for Gift Officer Behaviors | Salon C-4, LL
Advancement divisions have routine and KPI reporting but these reports often don't provide enough insight into key gift officer behaviors that drive successful performance metrics. At Emory there was a need for managers across the division to be able to review gift officer activity through the data to have conversations about strategy and performance. These strategies and the data needed differed based on the type of fundraising across the division. We'd present how Emory produced interim reports, pulled from our main database, and identified the key data points that gave strategic insights into gift officer performance management, based on the type of fundraising strategies used across the division (Grateful Patient vs Individual Giving vs School/Unit). These reports helped different areas of the division home in on what specific gift officer behaviors could lead to successful KPIs. This work has allowed us to create useful dashboards and visual tools for the identified data points.
Emily Porter and Katherine Ude
Breakout 2J: Organizational Change Management (OCM) for CRM | Salon C-5,LL
Technology can serve as the catalyst for transformative change, but without structured and thoughtful change management, your implementation“ no matter how tested and operational your new technology is “ may prove difficult. During most implementations, resources may be shifted or hired to support core aspects of the implementation including configuration, development, and data conversion, however at times, change management is left to the side. Consistent and thoughtful communication, strategic change readiness activities, intentional tracking of impacts and questions, and detailed planning and preparation for training are only a few of the critical elements to consider during transformational periods of change. During this session, learn how to organize your change management activities to ensure they are proactive, intentional, and timely as we share lessons learned, ways to plan and track your activities and progress and make the case for change management to resistant leaders.
Kristin Romness
 Jeffrey Wat is a consultant in Huron’s Higher Education Strategy & Operations practice. He brings more than 25 years of experience in the nonprofit and higher education arenas, including leadership in the areas of Advancement Services, constituent record management, gift administration, CRM strategy development, business process transformation, and Organizational Change Management. Jeffrey approaches each of his client partnerships as a strategic change initiative, ensuring he is supporting the organization in achieving their vision and engaging stakeholders in support of cultural transformation.
Breakout 3J: Protecting Your Most Valuable Asset - Data! | Salon C-3, LL
This presentation will cover methods and discuss awareness approaches to protect your organization from the threat of data and information loss from cyber security and malicious threats. Those who oversee Advancement or Development Services operations know how critical and sensitive their constituent information is, including donor and prospect information. Any threat to the malicious release, dissemination or ransom of such information must be taken seriously. This session, presented by the Georgia Tech Foundation and Tangible Security, Inc. will address precautions, policy and methods to keep your data safe and protected and well as your organization's reputation
 Dwight D. Dozier currently serves as the CIO of the Georgia Tech Foundation. Prior to Georgia Tech, he served as Senior Associate Vice President of Advancement at the George Washington University, responsible for the areas of alumni relations, advancement services, constituent relations, and markets. Prior to his work at GWU, Dwight served as the Associate Vice President of University Advancement and Advancement Services at the University of Louisville, Assistant Executive Director of Alumni Services at The Pennsylvania State University, and as Manager of Biographical Records and Systems Analyst at Washington State University. With more than 40 years of experience in higher education advancement, Dwight has been a faculty member, presenter, and institute and conference chairs for CASE and has served as a CASE Philanthropy Commissioner. Dwight was involved with CASE Kentucky as a board member, conference chair, and CASE KY president. He serves on the Board of Directors of the Association of Advancement Services Professionals (aasp) and has served as the chair of the Blackbaud CRM Higher Education Product Advisory Group and has served on the CASE District III Board of Directors.
 Anthony Bolan is a cybersecurity leader with over 15 years of expertise in navigating complex compliance challenges and building robust, forward-thinking security programs. Diverse industries including technology, finance, education, and healthcare have relied on his vision and solutions to stop attacks and safeguard data. Anthony maintains the CISSP, RPA, and OSCP industry credentials.
Breakout 4J: Gift Administration: Project Management for Gift Agreements | Salon C-6, LL
This session provides a holistic view of project management for gift administration. Participants will experience a deep dive into creating a purposeful system for gift agreements and gift documentation. The session describes building a process from the ground up and creating a system for tracking and documenting major gifts. The session will provide participants with a variety of templates for creating gift agreements, setting up a workflow for managing requests, and creating an internal review procedure. The session will cover the process for requesting a gift agreement, building workflows, templates, triggers, quality assurance, the signature process, internal document review, fund creation, and fund management, and conclude with a thoughtful review of building strong working partnerships with gift officers, finance, and legal among others. Participants will come away with an understanding of how to build a strong gift administration program and the rationale for a holistic program.
 Serena Livingston has over 20 years of experience in the nonprofit sector, in such diverse areas as higher education, missions, ministry and the YMCA. At RISD, Serena works with major gift officers to tailor written agreements for major gifts and bequests. Her responsibilities include collaboration with senior leadership and legal counsel in assuring quality and integrity in the management of major gifts. She is the primary liaison with the Finance Office and ensures that gift revenue is reconciled with the financial database. She oversees integrity in gift processing and gift management, donor acknowledgements, fund management, and fundraising compliance. Previously she held several positions in advancement at Eastern University and at an international relief and humanitarian organization. Her hobbies include paddle boarding, reading, bicycling, painting, and platform tennis. Serena serves as Chair of the Best Practices Committee with the Association of Advancement Services Professionals (aasp).
Breakout 5J: PRIMED For Success: Data and Action for Influence and Impact! | Salon C-1, LL
Aware, Well-Informed, Clued-Up and With It! These action words are synonyms for PRIMED (Prospects - Researched, Identified, and Managed for Engaged Development). Encompassing all aspects of Advancement and fundraising, the award-winning PRIMED approach, applied to existing or new functionalities and initiatives, aligned with concrete actions and behaviors, provides an innovative approach to showcasing and elevating the work and output of an individual or department. Initially conceived as a systematic, data-driven research and prospect development initiative, designed to deliver maximum impact with minimum staff, PRIMED's holistic approach can be used in many areas to maximize the return on investments of time, effort, and resources. Measured in increased fundraiser performance, prospect engagement and staff influence, the PRIMED approach is a significant value add to any organization, while also serving to elevate the advancement services influence and impact.
 As Associate Vice President of Strategic Advancement Systems at George Mason University, Pam Lewis led Mason's recent implementation of Affinaquest RM on the Salesforce platform. She began her career in Advancement as a prospect research analyst at Mason, and is currently responsible for Research and Prospect Management, Information Technology, Reporting and Business Intelligence, and the Anthology digital engagement platform. Pam earned a BA degree in Journalism from New Mexico State University and a Master of Public Administration degree from George Mason University. She is the recipient of a CASE Platinum Grand Award for best practices in Advancement Services
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