All Sessions by Day

Wednesday, January 25, 2017

11:30 am - 12:30 pm

St. George AB

New to the Profession

Advancement 101

by Libby Roberts

Learn the basics of your new profession from experienced advancement professionals. Experts will share how advancement fits into…


11:30 am - 12:30 pm

St. George CD

Leadership and Management

Building and Maintaining High Performing Teams

by Anne Melvin, Deb Taft

For senior professionals committed to strengthening their shops, engage in facilitated discussion and learn leading practices to take…


11:30 am - 12:30 pm

Essex NW NC

Emerging Leaders

Your Leadership Evolution: Guided Reflections on Where You Are & Where You’re Going

by Colleen DelVecchio

You’re leading through example, influence, and perhaps positional authority as well. You’re managing up. You’re managing down. You’re…


Algorhythm; The Pulse of Creativity, Data And The Future of Brands.

by Mitch Joel

We live in a culture of change. Most brands are overwhelmed by the massive shifts they have to…


2:00 pm - 3:00 pm

St. George AB

New to the Profession

Advancing Yourself Panel

by Brooke Burke, Brian Geer, Lori Smith Britton, Theresa Lee, Marie-Claude Tanny

Learn about how seasoned professionals got to where they are today and the mistakes they made along the…


2:00 pm - 3:00 pm

St. George CD

Leadership and Management

Caught in the Crossfire of a Scandal: An Advancement Leader’s Story

by Cynthia Ingols, John Diamond

In 2013, John Diamond testified under oath about a multimillion-dollar scandal involving the University of Arkansas’ Advancement Division….


2:00 pm - 3:00 pm

Essex NW NC

Emerging Leaders

Lessons Learned from Too Many Chicken Dinners

by John Feudo, Tammie Ruda, Steven Hall

Now that you have reflected on your leadership strengths and professional aspirations, we turn our focus to effective…


3:15 pm - 4:15 pm

St. George AB

New to the Profession

Advance your Job Roundtable: the Inside Track to Maximizing Job function and Interaction

by Temi Akin-Aina, Brooke Burke, Brian Geer, Lori Smith Britton, Maggie Bramley, Marie-Claude Tanny

Advance your Job Roundtable; the inside track to maximizing job function and interaction This speedy session will offer…


3:15 pm - 4:15 pm

St. George CD

Leadership and Management

Disruptive Leadership Practices

by Cynthia Woolbright, Trish Jackson, Shanna Hocking

In 1780, Abigail Adams told her son, “it is not in the still calm of life or the…


3:15 pm - 4:15 pm

Essex NW NC

Emerging Leaders

Strategies for advancing your career from Emerging Leader to Leader

by Libby Roberts, Rick Davis, Beth Parsons, Jeff Hafner

Emerging Leaders are often looking to identify that next step in their careers that will offer opportunity for…


Thursday, January 26, 2017

Breakfast Roundtables for Thursday, January 26

Breakfast Roundtable Sessions Track The UMass Big Three: Our Key to Unlocking Frontline Potential Over the past year,…


9:00 am - 10:00 am

America Ballroom

Keynote

Voyages of Discovery

by Lorna Somers

Marcel Proust wrote: “The real voyage of discovery is not seeking new landscapes but in having new eyes.”…


10:15 am - 11:15 am

Essex Center (3rd Floor)

Development

A 360 Perspective of a Campaign: An Advancement Analysis

by Linda McIntosh, Diane MacGillivray, Amy Ferguson, Melissa Bellanceau, Heather Makrez

While campaigns have over-arching goals of participation, fundraising and engagement, there are also many internal components of the…


10:15 am - 11:15 am

Great Republic

Professional Development

Creating a Strengths-Based Advancement Organization

by Katrina Aidasani, Jill Soucy

Come hear what happens when you focus your energy and attention on what’s right with people instead of…


10:15 am - 11:15 am

Essex NE

Independent Schools

Driving Dollars and Teaching Philanthropy: Student Advancement and Engagement

by Rob Schur, Lisa Salinetti Ross

It’s never too early to teach students about giving back to their alma mater. Learn how to engage…


10:15 am - 11:15 am

Adams/Parliament

Development

Gravitational Waves: How Two Technology Institutions Prepared for their Latest Audacious Campaigns to Break Through to a Better World

by Mark Longo, David Woodruff

Philanthropy is a new cornerstone in the advancement of science and technology. CalTech and MIT recently announced multi-billion…


10:15 am - 11:15 am

Empire

Marketing and Communications

Instant Content Karma: Leveraging Social Photo & Video

by Sonia Targontsidis, Ravi Jain

How do institutions effectively utilize photography and video tools that are near-instantaneous or even live? How can content…


10:15 am - 11:15 am

St. George CD

Advancement Services

Less Analytics, More Analysts: A Panel Discussion

by Connor Kasey, Lindsay A. Brown, Ryan Bersani, Tuoyang Mu

Data analytics is here to stay, but to make sense of it all, we need well-trained data analysts…


10:15 am - 11:15 am

Independence AB

Alumni Relations

Non-traditional Constituencies: Engaging Graduate Alumni and Parents

by Gregory Batcheler, Danielle Reddy, Mary Casey, Wendy Eaton

Most advancement offices traditionally focus engagement strategies on undergraduate alumni and students, but what about other valuable constituencies…


10:15 am - 11:15 am

St. George AB

Alumni Relations

Passive Programming: Not Everything Has To Be an Event

by Gerri Randlett, Anjali Wali

Is everyone hanging out without us? We know they are. In this session we will explore ways that…


10:15 am - 11:15 am

Gloucester

Independent Schools

Marketing and Communications

Steal This Knowledge: 11 Lessons Learned on Our Journey to Disrupt Private School Marketing

by Tim Schwartz, Sarah Mead, Josh Aromin

Most private schools are bastions of status quo because there’s no incentive to change when schools have long…


10:15 am - 11:15 am

Newbury

Development

The Science and Art of Persuasion

by Anne Melvin

Fundraising is an art, but there is hard science behind parts of it too. We’ll examine six principles…


10:15 am - 11:15 am

Essex NW NC

Marketing and Communications

Website Innovation Showcase

by Roberta Diehl, Pete Mackey, Jennifer Doak-Mathewson, Drew Asselin, Kelsey Seymour

Redesigning a website can be a massive undertaking, an intimidating process without a clear roadmap. When is the…


11:30 am - 12:30 pm

Independence AB

Advancement Services

There’s a New Pipeline In Town: Using Data To Retain and Upgrade Donors and Identify Next Best Prospect for Major Giving

by Bruce Berg, John Flynn, Trina Watson

Upgrading donors from annual fund to leadership level donors can be tricky; getting them to become a major…


11:30 am - 12:30 pm

Essex NE

Advancement Services

Development

Advancing Parents Development: A Comprehensive Support System

by Kathleen Sim Elasmar, Erin O’Neill, Sacha Meluleni

Successful parents development teams understand the unique needs of this constituent group and meet those needs in a…


11:30 am - 12:30 pm

Newbury

Development

Marketing and Communications

Communicating with Design: Your Vision & Needs

by Julia Frenkle, Hillary Babick

Working with designers is an integral part of any advancement and marketing operation, but it isn’t always easy…


11:30 am - 12:30 pm

Great Republic

Development

How Planned Giving Can Elevate your Philanthropic Discussions

by Judy Sager

Major gift officers will often avoid planned giving or bring in the expert to handle donors with planned…


11:30 am - 12:30 pm

St. George AB

Development

Hybrid Gifts: The Inside Scoop on the Hottest Trend in Philanthropy

by Todd Krohne, Anne Melvin

Does your shop accept hybrid gifts? Are you worried about the fact that you don’t? Do you know…


11:30 am - 12:30 pm

Adams/Parliament

Alumni Relations

Inspire. Engage. Excite. Training Your Alumni Volunteers

by Allison Gomes, Colleen DelVecchio

Each year over 225 Smith alumnae volunteers come to campus for a weekend long conference and hundreds of…


11:30 am - 12:30 pm

St. George CD

Development

International Philanthropy – Opportunities, Successes and Pitfalls.

by Amy Bronson, Ellen Sullivan, Juhi Ginger Dagli, Lil O’Rourke, Christopher J. Menard

The world is a different place today.  More global than ever before and globalization as a concept that…


11:30 am - 12:30 pm

Essex Center

Professional Development

Managing Your Career

by Thomas P. Lockerby, Libby Roberts, Mary Casey, Monica Mackey

Mary Casey, Thom Lockerby, Monica Mackey and Libby Roberts have had exciting and robust careers.  They have had…


11:30 am - 12:30 pm

Essex NW NC

Alumni Relations

Redefining Alumni Relations in a Development World

by Heather Makrez, John Feudo

With such a global focus on major fundraising campaigns, how does an Alumni Relations program need to change…


11:30 am - 12:30 pm

Gloucester

Independent Schools

Marketing and Communications

Taking Video from Good to Great

by Keller Glass, Mary Coleman Forrester

While many schools have been creating excellent and engaging video content for many years, how do we know…


11:30 am - 12:30 pm

Empire

Marketing and Communications

Turning Faculty into Sought After News Sources: Raising the College Profile in the News

by Sandi Goldfarb, Michelle Gaseau, Ed Blaguszewski, Stacey Schmeidel

The competition for attention by general media outlets is fierce, but we all work with talented faculty who…


1:45 pm - 2:45 pm

Essex NW NC

Development

Activating Social Networks to Achieve 15% Alumni Participation… in 43 Hours.

by Kestrel Linder, Maggie Bramley

Holy Cross’s “Give Purple Challenge” secured gifts from 6,226 unique donors — including nearly 15% of the College’s…


1:45 pm - 2:45 pm

Great Republic

Alumni Relations

Beyond Happy Hour: How Opera Connected Dartmouth to the World

by Robin Albing, Danielle Sparks

How can you connect with today’s increasingly global and time-strapped alumni? Learn how Dartmouth has integrated off-campus lectures,…


1:45 pm - 2:45 pm

Empire

Marketing and Communications

Building Your Visual Narrative

by Alyson Goodrow, Alexander Budnitz, Gail Fitzgerald

Establish interest and fit at a glance. Use design to project meaning, inflect language, and begin conversations at…


1:45 pm - 2:45 pm

Essex Center

Advancement Services

Alumni Relations

Development and Usage of an Alumni Engagement Metric

by Kristen Watson, Jean Romeo, Mike Foote

Overview: Dartmouth and Tufts have recently developed metrics to objectively assess how close an individual is to their…


1:45 pm - 2:45 pm

Adams/Parliament

Development

Embracing Major Donors as Partners

by Ron Schiller, Sarah Kruse

The most successful major gift programs embrace donors as partners. How do we position our institutions for success…


1:45 pm - 2:45 pm

Gloucester room

Development

Independent Schools

Exploring International Advancement

by Christopher Sandford, Jonathan Sturdevant

This session will explore practical ways to develop an international fundraising presence for your independent school. Based on…


1:45 pm - 2:45 pm

Independence AB

Marketing and Communications

Crisis Communication: How to Develop a Plan to Protect Your Campus

by Ashley McCown, Andy Tiedemann, Philippe Beauregard, Karen McCarthy

From sexual assault and active shooters to student suicide and protests, schools face a myriad of crises. How…


1:45 pm - 2:45 pm

Newbury

Marketing and Communications

Inbox Hero: How to Unify Your University’s Email Marketing Brand

by Anthony LaRosa, Jennifer Doak-Mathewson

Many universities are comprised of multiple small departments, all of which rely heavily on email to market their…


1:45 pm - 2:45 pm

St. George CD

Professional Development

Lessons Learned Over Too Many Chicken Dinners

by John Feudo, Steven Hall, Tammie Ruda

The path to becoming a manager in advancement is not always clear, especially for front-line professionals who are…


1:45 pm - 2:45 pm

St. George AB

Development

Marketing and Communications

Modern Tactics for Annual Giving: Using Digital to Maximize Results

by Stephanie Quinn, Phil DiMartino

Annual Giving programs can be slow to adapt to new trends. But if you want to stay in…


3:00 pm - 4:00 pm

America Ballroom

Keynote

Diversity and Inclusion is in the Midst of a Paradigm Shift

by Steve Pemberton

Driven by a rapidly shifting demography, increased global interactions and new modalities of thinking, this sea-change requires that…


Friday, January 27, 2017

Breakfast Roundtables for Friday, January 27

Breakfast Roundtable Sessions Track   Insights into Incentive Compensation Few topics in the development profession are as polarizing…


9:15 am - 10:15 am

St. George CD

Professional Development

Be the Conductor of Your Symphony

by Richard Peck, Kate Hesser

How to make the most of available instruments and star performers to make your prospect work sing!

9:15 am - 10:15 am

Gloucester

Independent Schools

Borrowing from our Competition: What can Independent School Annual Giving Programs Borrow from Higher Ed?

by Stephen M. Rodriguez

Independent schools have competition from higher education institutions around philanthropic dollars – what can we learn from higher…


9:15 am - 10:15 am

Adams/Parliament

Development

Dynamic Fundraising: Igniting our donors’ passions, fueling our institutions’ missions

by Maggi Alexander, Katharine Canfield, Patrick Hewett, Julie Totten

The most successful fundraising occurs when we reflect our understanding of donor priorities. Moderated by an advisor with…


9:15 am - 10:15 am

Independence AB

Marketing and Communications

Eyes Forward: Crisis Communications 101

by Charlie Melichar, Pete Mackey

Crises and leadership transitions have become the norm in higher education. As the challenges grow, so do the…


9:15 am - 10:15 am

Great Republic

Marketing and Communications

Geofilters & Campus Stories: Why Snapchat Should be Part of Your Social Media Outreach

by Tyler Wentworth, Jason Boucher

Is your institution using Snapchat to engage both prospective and current students? We’ll show you how to use…


9:15 am - 10:15 am

St. George AB

Alumni Relations

Inside the Googleplex and the NRA: How to Leverage Corporate Connections for Powerful Alumni Relations Programming

by Kevin Wesley, Lori Zabatta

From Google to the NRA (National Restaurant Association), learn how to maximize institutional relationships with corporate partners to…


9:15 am - 10:15 am

Essex NE

Alumni Relations

Meeting the Need: Why Engaging Alumni With Financial Education Matters

by Jodi Briggs-Pickett, Jonathan Sparling

Using recent research and survey data, this session reviews the financial needs of alumni, key findings regarding perceived…


9:15 am - 10:15 am

Essex NW NC

Development

Philanthropy & Leadership: Women’s Impact

by Eleanor Morrison Goldthwait, Makiyah Moody, Elizabeth Mahoney Loughlin, Trish Jackson

Solving complex and challenging problems around the world requires perspective, grit, and leadership from men and women. Simply…


9:15 am - 10:15 am

Empire

Advancement Services

Stewarding Today with the Technology of Tomorrow

by JD Beebe, Lindsay A. Roth, Lynne Wester

Roughly 5-10% of your institutions’ donors contribute 90% of the dollars raised each year. In this session we’ll…


10:30 am - 11:30 am

St. George AB

Alumni Relations

CASE ASAP: A Student Perspective

by Sara Hickey, Stacie Hurley, Lindsay Kazin, Timothy O’Connor

Meet three students from District I who attended the CASE ASAP National Convention in Atlanta this summer and…


10:30 am - 11:30 am

Newbury

Marketing and Communications

Enhancing Academic Reputation through Marketing

by Colleen Page, Ann Comer-Woods, Carla Baratta

How can marketing efforts enhance a school’s academic reputation? In this presentation, we will illustrate how a targeted…


10:30 am - 11:30 am

Independence AB

Development

Giving Starts Here: Impact of Senior Class Gift Campaign

by Michelle Murphy, Colleen Claflin

Building and maintaining a pipeline of young alumni participation begins with a strong senior class gift campaign. We…


10:30 am - 11:30 am

Gloucester

Independent Schools

Innovative Strategies to Improve Parent Fundraising Results

by Christine Steiner, Johanna Haan

Seeking to increase donations from current parents?  Looking for a way to continue parent philanthropy beyond graduation?  Join…


10:30 am - 11:30 am

St. George CD

Marketing and Communications

Marketing Campaigns Best Practices

by Melissa Koehler, Chris Pilsner, Sarah Martell, Jessica Stutt

Looking to create a an integrated, multi-platform marketing campaign? Hear from two universities how they created their successful…


10:30 am - 11:30 am

Great Republic

Alumni Relations

Development

One-Year Reunion – Creating a Meaningful First Stop in ‘Alumnihood’

by Katie Tripp, Lindsay McConchie

In 2010, Harvard Business School launched its first ever One-Year Reunion. The event was one day long, and…


10:30 am - 11:30 am

Adams/Parliament

Development

Principal Gift Philanthropy- It’s the relationship, people!

by Dan Allen, Abbie von Schlegell

Whether you are thinking about starting a Principal Gifts program, or currently have a program that needs re-examination…


10:30 am - 11:30 am

Essex NorthWest NorthCenter

Development

Thought Leadership: Trends, Challenges & Impact in Advancement

by Scott Nichols, Tracy Barlok, Jim Husson, Cynthia Woolbright

CASE recently completed its Strategic Plan with four areas of focus including: thought leadership. Today, we’ll hear from…


10:30 am - 11:30 am

Essex NE

Professional Development

We Get by With a Little Help From Our Friends: A Case Study on Internal Relationships

by Meredith Kuczik, Stephanie Krzyzewski

Strategic relationship building isn’t just something we do with donors. Cultivating strong internal relationships can improve the reputation…


10:30 am - 11:30 am

Essex Center

Advancement Services

Development

The Digital Advancement Office: How Williams College is Integrating Best-in-Class Solutions Across the Giving Pyramid

by Brent Grinna, Mike Reopell

Mobile, social, big data, analytics. These tech buzzwords barely existed ten years ago. However, in the time it…


11:45 am - 12:45 pm

Essex NE

Advancement Services

Customer (Fundraiser) Focused Change Management Advancement IT Services

by Elie Sirotta, Melody Leferman, Steve Witkowski

The benefits of adopting IT-industry-standard service and change management standards have successfully supported Boston University in its first-ever…


11:45 am - 12:45 pm

Empire

Development

Elevating Your Game: Succeeding as a Major Gift Fundraiser in a Campaign

by Jon Schaffrath, Lauren Easton

Ever wonder how your job would change in a campaign environment? Do you pause to think about how…


11:45 am - 12:45 pm

Independence AB

Professional Development

Invest In Yourself: Roadmap to a Professional Support System.

by Marie-Claude Tanny, Kevin Wesley

In this session, you will learn best practices to build genuine and strong relationships that allow you to…


11:45 am - 12:45 pm

St. George AB

Marketing and Communications

Media Panel of Top Education Reporters

by Joseph Hunter, Collin Binkley, Kirk Carapezza, Louise Kennedy, Laura Krantz

Conference participants will have the opportunity to hear directly from key reporters covering education for major print, online…


11:45 am - 12:45 pm

Essex Center

Alumni Relations

(Re)Building 101: Regional and Affinity Chapters

by Gina Regonini, Kristin Ponte, Kara Smith

Whether you’re starting from scratch or looking for ideas to evolve your engagement efforts, join us to learn…


11:45 am - 12:45 pm

Newbury

Marketing and Communications

Story first. Then what? Thinking beyond the tv spot.

by Emily Spitale, Enrique Mendoza, Lisa Jordan

We all have a story. And the ability to tell it correctly is critical when building brands, recruiting…


11:45 am - 12:45 am

Essex NW NC

Development

The Art of the Ask: A Recipe for Success

by Louise Olson, Michael Eatough

Whether you are experienced or new to the field, asking and negotiating major gifts can be daunting. This…


11:45 am - 12:45 pm

Gloucester

Marketing and Communications

Stop, Collaborate & Listen: Lessons Learned from a University-Wide Web Project

by Kira Poplowski

The Harvard Library was given an ambitious task: to launch an entirely new, University-wide site with considerably enhanced…


11:45 am - 12:45 pm

St. George CD

Development

Professional Development

Want to be a Vice President?

by Scott Nichols

Sitting at the table with the president and other vice presidents may sound rather heady; is it really?…