In This Section
Conference HandoutsKeynote Speech
Guy Kawasaki: The Art of InnovationSpecial Sessions
Chief Advancement OfficersMaster Classes
Alumni Relations Development - Campaign Strategies Advancement Services - You and Your Team Communications - Media TrainingPre-Conference Sessions
New Advancement Professionals Emerging LeadersTrack Sessions
Alumni Relations Development Communications Advancement Services Community Colleges Independent Schools Professional InterestTrack Session #1
Sunday, November 15 - 1:30-2:45pm
Advancement Services / Community Colleges
Running a Small Advancement Services Shop
With an increased focus on fundraising at institutions across the country, the role of Advancement Services is increasingly in the spotlight. As a service unit to Advancement, the institution, and external constituents, Advancement Services has a multitude of legal, technical, and procedural duties and standards to uphold on a daily basis. This session will look at the advantages, challenges, and best practices that smaller Advancement Services/Operations units have serving campus and external constituents. Topics to be covered include business process management, personnel management, IT, and customer service.
Robyn M. Hafer, Interim Director of Advancement Operations, California State University, Chico (CSU Chico)
Robyn began her career in Advancement at CSU Chico, as the Assistant to the Vice President for University Advancement. In August 2007, she was appointed Interim Director of Advancement Operations after the division reorganized and the unit was created. In addition to overseeing the traditional Advancement Services of gift and pledge processing, IT, and database management, she manages the division budget and HR functions and serves as a lead for division strategic planning initiatives.
Alumni Relations
Parent Programming
This session will cover the basics and some innovative approaches to engaging the parents of students in the life of your institution. From Orientation and BBQs to making the ask, come learn about best practices for engaging this important constituency.
Alan Ball, Director of Annual Giving, Harvard-Westlake School
Successfully leading a team of more than 300 parent, alumni, and student volunteers, Alan Ball assists in the management of special events and in the design of various constituent communication pieces. Due in part to Ball’s work, Harvard-Westlake raised $6.3 million in FY 2007-08 and despite the economy surpassed $6 million once again in FY09. Ball holds a graduate degree from The University of Cincinnati College-Conservatory of Music and an M.B.A. from Pepperdine University.
Communications
Your Institution's "Bragger-In-Chief": Speech Writing for the President or Chancellor
The president or chancellor of your institution is your most high-profile spokesperson, and his or her words carry more weight than anyone's on campus. A great presidential speaker can advance an institution on the weight of words; a poorly-spoken, underprepared president can become known as simply a terrible speaker. Help your president inspire audiences with on-message, well-crafted and well-delivered remarks that advance your institution – all the while enhancing his or her public image.
Paul G. Allvin, Associate Vice President, University Relations, University of Arizona (UA)
Paul Allvin is associate vice president for university relations at UA. He has been chief speechwriter for CEOs, former Arizona Gov. Janet Napolitano and now UA President Robert Shelton. Speeches Allvin created for Napolitano have appeared in "Vital Speeches of the Day" and have resulted in a first-place award in the 2003 National Association of Government Communicators competition.
Development
Raising Money in a Recessionary Environment
Looking at how some of the nation's leading nonprofits are successfully managing fundraising campaigns in today's volatile economy, this workshop will first give a brief overview of philanthropic trends from the 1960s through present day, then offer practical suggestions and strategies about how to raise funds in the current economic and philanthropic climate.
Bob Logan, Senior Director of Development, College of Science, University of Arizona (UA)
Bob Logan has been in the field of higher education development for nearly 20 years For the UA, Logan became involved with athletic fundraising at the request of former NCAA Executive Director Cedric Dempsey. After a major capital fund-raising effort, Logan was then recruited by the university’s College of Science to his current post in development. Turning an operation that raised about $1m per year into one that now records about $10m per year, Logan has built one of the top fundraising units on campus and is responsible for securing two of the largest gifts in UA history—a gift of $30 million, and the Biosphere 2 facility north of Tucson.
Peter E. Hoskow, Operations Vice President, CCS Fundraising
Peter E. Hoskow joined CCS in 1999 and now serves as Operational Vice President with responsibility for managing the company's operations in the Northwest. His extensive experience includes capital campaign consulting and management; endowment fundraising; feasibility and planning studies; development audits and assessments; public relations; foundation and corporate giving; major gift solicitation; and pledge redemption.
Intermediate
Development / Independent Schools / Alumni Relations
A Golden Partnership: the Development Office, the Board, and the Development Committee
A successful development effort relies on building strong relationships between the advancement office and leadership volunteers on both the Board and the Development Committee. Developing strategies for how to keep the volunteers active, focused, and effective fundraisers, while fostering a good working and communicative relationship, are key to ensuring positive outcomes—all of which takes ingenuity and a targeted plan. Whether newcomers to development or seasoned professionals, fundraisers must be able to motivate and encourage leadership volunteers to be effective solicitors on behalf of the institution.
Terry Pink Alexander, Director of Development, Head-Royce School,
Terry Pink Alexander is the Director of Development at Head-Royce School, an independent K-12 school in Oakland, California founded in 1887. She has 30 years of experience fundraising for academic institutions, the arts, medical research, and international youth exchange. Through successful volunteer leadership programs, Terry has successfully built and carried out creative fundraising strategies for multi-million dollar campaigns, class reunion giving programs, and annual funds.
Betsy Crabtree, Head-Royce School
Betsy Crabtree is president of SFArts Media LLC, publisher for San Francisco Arts Monthly and manager of SFArts.org, two communication vehicles that promote arts and cultural events in San Francisco. A trustee at Head-Royce School in Oakland, California, Crabtree has served on the Development Committee for seven years and chaired it for three. From 1990-1993, she worked in the development office at The Hamlin School as publications director.
Newcomer, Intermediate, Advanced
Professional Interest
Personal Branding
Products are brands. Services are brands. And yes, people are brands. You are your own brand steward--you decide who you matter to, and why. You control how you’re perceived by those you know as well as those you’ve yet to meet. In this session, we’ll discuss how branding applies to individuals and how you can build your own, personal, influential identity. This seminar is presented annually at the world’s most prestigious business schools and is right for audiences young and old – only an interest in “branding you” is required.
Sasha Strauss, Founder and Managing Director, Innovation Protocol
Strauss is the Managing Director at Innovation Protocol, a brand strategy consulting firm that exclusively serves innovators, with a client roster that includes global market leaders such as Johnson & Johnson, Korn/Ferry International, and PayPal, as well as various media and academic institutions. Strauss has presented his award-winning brand strategy forums throughout East Asia, Europe and north America, and he is a frequent contributor on the subject of branding for media outlets such as NPR, ABC Radio and The Wall Street Journal; in addition he serves as an adjunct professor at USC's Annenberg School for Communication, where he teaches graduate brand strategy. A strong proponent of philanthropy, Struass annually donates 10% of his company's brand strategy services to non-profits.
Emerging Issues in Advancement Services
This session will offer an open, senior-level discussion on emerging issues in Advancement Services.
Lori Redfearn, Assistant Vice Chancelor, Advancement Services, California State University (CSU), Chancellor’s Office,
As Assistant Vice Chancellor, Lori Redfearn provides strategic leadership for 23 CSU campuses by encouraging best practices, performance benchmarking, and accountability standards. She also serves as Vice President of the CSU Foundation and on the CASE Advancement Investment Metrics Study national taskforce--a study that will provide national, comparative data for advancement return-on-investment and the fundraising cost to raise a dollar.