All Sessions by Day

Wednesday, March 14, 2018

11:30 am - 12:30 pm

St. George CD

New to the Profession

Advancement 101 Roundtables

by Alex Morr, Jennifer Wooliscroft, Kelly O’Gara, Patricia Boutiette, Austin Ashe

Join some seasoned Advancement professionals for informal roundtable discussions on different facets of Advancement. Tables will represent folks…


11:30 am - 12:30 pm

Essex NW/NC

Leadership & Management

Cornerstones of Effective Change

by Karen Whelan-Berry

This session provides a model for organizational change that links change at the individual/employee, team/department, and organizational level….


11:30 am - 12:30 pm

St. George AB

Emerging Leaders

Understanding Yourself as a Leader

by Colleen DelVecchio

Before you can lead others, you need to know yourself and your leadership style. We will explore your…


1:30 pm - 2:30 pm

St. George CD

New to the Profession

Career Laddering

by Catherine Shi, Nina Shah, Daniel Schmidlin, Danielle Reddy

Curious about the best way to advance your career? Then join us for a panel on Laddering. Advancement…


1:30 pm - 2:30 pm

Essex NW/NC

Leadership & Management

Change Cornerstones: What Works, What Doesn’t

by Megan Artz, James Poulos, Misty McCarty, Andrew Horgan, Karen Whelan-Berry

In the second session, participants apply the change model and best practices to a change in their own organization.  In…


1:30 pm - 2:30 pm

St. George AB

Emerging Leaders

Should I Stay or Should I Go?

by Melissa Rogers, Diana Curran, Lindsay Roth, Hillary Babick, Dana Grider, MS

No, this session isn’t focused on a chart topper of the 80’s, but rather, addresses the (sometimes) kerfuffle…


2:45 pm - 3:45 pm

Essex NW/NC

Leadership & Management

Lessons from the Field: Senior Leadership Panel

by Lisa Donham, Greg Waldron, Lil O’Rourke, Diane MacGillivray

In the last session, executive development leaders will share their experience and advice in terms of leading change. …


2:45 pm - 3:45 pm

St. George CD

New to the Profession

Managing Up, Down, and Across

by Lyndsay Monstur, Taylor Brown, Sarah Balal, Katherine Solimini

Getting things done — regardless of the size of your organization — can sometimes be as challenging as…


2:45 pm - 3:45 pm

St. George AB

Emerging Leaders

Priming the Leadership Pipeline

by Montique (Mo) Cotton Kelly, Kate Pendergast, Temi Akin-Aina, Kevin Fleming, Ph.D.

Significant components of growing into an industry leader lie outside the duties detailed in your job description, including…


3:45 pm - 4:30 pm

Staffordshire, 3rd floor

Keynote

To Advance Your Career, You Have to Get Outside of Your Comfort Zone

by Andy Molinsky

Do you feel comfortable delivering bad news? Do you look forward to speaking in public? Do you enjoy…


Thursday, March 15, 2018

10:15 am - 11:15 am

St. George CD

Development

Annual Funds: One Institution 4 Very Different Funds

by Harris McKee, Judy Doherty, Sylvia Racca, Cornelia Purcell, Brenda Beard

Panel of Annual Fund Managers: Dartmouth College Fund ($50M fund), Tuck Annual Giving (Business School), Thayer Annual Fund,…


9:00 am - 9:45 am

American Ballroom (4th Floor)

Keynote

Everyone Can and Should be a Philanthropist

by Dr. Johnnetta B. Cole

Everyone Can and Should be a Philanthropist Higher Education and Independent School professionals in advancement, communications and marketing…


10:15 am - 11:15 am

Staffordshire

Development

Aligning your Strategic Planning Priorities and Campaign Fundraising Initiatives

by Clay Ballantine, Jeffrey Wolfman

Strategic planning is an important part of setting vision, direction, and priorities for the future. A good strategic…


10:15 am - 11:15 am

Empire

Alumni Relations

New Traditions – How Amherst College Changed its Mascot

by Carly Nartowicz, Amanda Rivera Lopez

In January 2016 the Amherst College Board of Trustees announced that the College would no longer use its…


10:15 am - 11:15 am

Independence AB

Professional Development

Engaging a High Performance Team: Putting it All Together

by Nick Mancuso, Amy Bronson

Worried about retaining your rockstar staff? Whether you’re a VP with a division of high performers, or you’re…


10:15 am - 11:15 am

Great Republic

Marketing & Communications

Launching a Rebranding Effort

by Key Nuttall, Deborah (Deb) Katz

When’s the last time you took a good hard look at your school’s brand? Are perception and reality…


10:15 am - 11:15 am

Essex NWC

Alumni Relations

More Than A Feeling: Metrics to Turn Regional Intuition Into A Strategic Plan

by Marisa Shariatdoust, Anjali Wali, Effie Parpos Marthinsen

Team intuition and a deep knowledge of your institution’s alumni population are often the key drivers of Alumni…


10:15 am - 11:15 am

St. George AB

Professional Development

Should I Stay or Should I Go?

by Melissa Rogers, Diana Curran, Lindsay Roth, Dana Grider, MS, Hillary Babick

No, this session isn’t focused on a chart topper of the 80’s, but rather, addresses the (sometimes) kerfuffle…


10:15 am - 11:15 am

Adams/Parliament

Marketing & Communications

Starting from Zero: Using Modern Insights to Build Campaign Pipeline

by Brent Grinna, Patrick Hewett

In 2017, Boston University launched a friend-raising and fundraising initiative to support its brand-new Institute for Sustainable Energy….


10:15 am - 11:15 am

Newbury

Advancement Services


10:15 am - 11:15 am

Essex North E

Independent Schools

The Three Tenets of Major Gifts Fundraising with Current Parents

by Meret Nahas, Mitchell Linker

In this honest, story-driven session, attendees will learn how to seize the opportunities and anticipate the perils of…


11:30 am - 12:30 pm

Adams/Parliament

Independent Schools

Annual Giving: A Panel Discussion on Philanthropic Trends, Professional Growth, and Strategies in the Field

by Amily E. Dunlap, Sonia Bonsu, Stephen M. Rodriguez, Heather Cordes

Independent School Advancement Offices face an often-unique set of challenges, centered squarely on the heartbeat of the office,…


11:30 am - 12:30 pm

Newbury

Marketing & Communications

How to Write a Book and Use it to Promote Your University

by John McElhenny, Christopher Joyce

You’ve done the op-eds and social media. Does writing a book make sense to raise the visibility of…


11:30 am - 12:30 pm

St. George AB

Marketing & Communications

Integrating Metrics into Your Strategic Decision Making

by Ryan Bersani, Roshni Gohil, Melissa Schipke

Join us for a conversation on the successes and challenges of integrating metrics into different areas of an…


11:30 am - 12:30 pm

Independence AB

Advancement Services

Small School, Big Analytics: Data Science for Direct Marketing

by Nicole Sibley, Casey Accardi

Data science is all the buzz, and we’re hearing a lot about how larger institutions are adding data…


11:30 am - 12:30 pm

Empire

Professional Development

Strategic Talent Management — Past, Present, and Future

by David A. Woodruff, Tahsin I. Alam

Strategic Talent Management is a critical organizational function recognized in many of today’s progressive advancement offices. In the…


11:30 am - 12:30 pm

St. George CD

Development

The Lean Mean Campaign Machine: Executing a Comprehensive Campaign of $250-750 Million

by Greg Duyck, Mark Dorgan, Lewis Fisher, Dexter Bailey

The challenge is daunting: planning, launching, and executing the largest campaign in your institution’s history, often without the…


11:30 am - 12:30 pm

Great Republic

Alumni Relations

Transforming Parent Engagement at Tufts University

by Gina A. DeSalvo, Craig O’Donnell

Parents are a vital donor constituency for colleges and universities that are often overlooked. In this presentation we…


11:30 am - 12:30 pm

Essex NWC

Alumni Relations

Two Heads Are Better Than One: A Strategic Young Alumni Engagement & Development Collaboration

by Katie Tripp, Laura Butkus

Peanut butter and jelly, Bert and Ernie, ALUMNI RELATIONS and DEVELOPMENT. There’s an obvious correlation between Alumni Relations…


11:30 am - 12:30 pm

Essex North E

Independent Schools

Two to Tango: The Case for Print and Digital Together

by Sarah Mead, Joshua Aromin

The stories of our schools are created by our communities of faculty, staff and students. But what’s the…


11:30 am - 12:30 pm

Staffordshire

Development

Where Are We Now? The Ups and Downs of 21st Century Digital Giving and Engagement

by Laura Christian, Kestrel Linder

Giving days. Crowdfunding. Peer-to-peer fundraising… Words that were foreign to most of us five years ago are now…


2:00 pm - 3:00 pm

Adams/Parliament

Alumni Relations

Alumni Spoke and We Listened

by Kavitha Bindra, Rob Shoss

Discover how the Yale School of Management (SOM) is turning data about their alumni’s interests into insights and…


2:00 pm - 3:00 pm

Independence AB

Marketing & Communications

Announcing the Dream: A Case Study and Best Practices for Gift Announcements and Stewardship

by Jonathan Goldstein, Ed Sevilla

When is a gift announcement more than a simple press release? How can you leverage the announcement itself…


2:00 pm - 3:00 pm

Essex North E

Independent Schools

Cultivating Donors by Providing Networking as an Alumni Benefit

by Lindsey Lessard, Mara Zepeda

Studies show that alumni career support and networking is a direct driver of alumni giving. Today, schools are…


2:00 pm - 3:00 pm

Essex NWC

Development

Discover Powerful Lessons to Improve Your Major Gift Work

by Ana Alvarado, Tom Flynn, Carlisa Brown, Theresa J. Lee

Mentors, leaders and top-notch practitioners – these advancement professionals will share from their more than 80 years of…


2:00 pm - 3:00 pm

Empire

Professional Development

Hiring, Developing and Retaining a High-Performing Fundraising Team: Getting It Right from Day One

by James Kenny, Greta Morgan, Erin Martinovich, Mark W. Jones

Formal research and anecdotal evidence suggest that no factor influences long-term fundraising success more than a stable, motivated,…


2:00 pm - 3:00 pm

Staffordshire

Marketing & Communications

Reactive vs Proactive: Where Does Your Communications Strategy Stack Up?

by Carole McFall, Julie Jette, Sandy Lish

With the current political environment and a 24/7 news cycle, higher ed institutions need to be tuned in…


2:00 pm - 3:00 pm

St. George CD

Development

Small Shop, Big Results: Making the Most of Your Limited Resources

by Meghan Hallock, Eric Gustafson

Small shops unite! Are you being asked to produce consistently higher results, without a corresponding increase in staff…


2:00 pm - 3:00 pm

Newbury

Advancement Services

Integrating New Parents (Freshmen and Transfer) into the Advancement Database Enabling Strategic Applications

by Lisette Clem, Nicole Melmed

This session will discuss a plan of attack for freshmen parents, transforming them from ancillary information on students’…


2:00 pm - 3:00 pm

Great Republic

Development

The Planned Giving Study: New Insights from Data on Planned Gifts

by Claudine A. Donikian

This session presents findings and recommendations from “The Planned Giving Study,” a multiphase research study commissioned by Ms….


2:00 pm - 3:00 pm

St. George AB

Alumni Relations

The Trick is to Pay Attention: Using Data to Move the Needle on Engagement

by Mirko Widenhorn, Kirsten Lundeen

Whether you’re new to data-driven decision-making or have experience in it, this session will provide you with examples…


3:00 pm - 4:00 pm

American Ballroom (4th Floor)

Keynote

Growing Participation, Building Affinity: How Culture and Community Make All the Difference

by Bojan Mandaric and Brogan Graham

November Project espouses free, public, all weather, outdoor group sweats that turn strangers into friends and connect everyone…


Friday, March 16, 2018

11:45 am - 12:45 am

St. George AB

Marketing & Communications

How to Turn Around Your Social Media Efforts: An MIT Case Study

by Rachel Gordon, Adam Conner-Simons

In the crowded world of social media, it may often feel like all of the time you put…


9:00 am - 10:00 am

Great Republic

Marketing & Communications

1:1 Text Messaging: Your New Favorite Solicitation Channel?

by Catherine Brobston, Nicole Sibley

Open rates and contact rates for email and direct mail continue to drop. Phone calls go ignored. But…


9:00 am - 10:00 am

Independence AB

Professional Development

Blueprint: Building Your Career with Purpose

by Jill Soucy, Gloria Gruber, Greg Duyck

The good news: when it comes to advancing your career in higher education, it’s a seller’s market. If…


9:00 am - 10:00 am

Essex NWC

Alumni Relations

Engaging Alumni of Color in the 21st Century and Beyond

by Sharifa T. Wright, Veronica McFall

In recent years, Williams and Colgate have made significant and necessary efforts to attract, enroll, and graduate increasingly…


9:00 am - 10:00 am

Newbury

Development

Legacy Foundations and Today’s New Wealth Foundations

by Maggi Alexander, Alix Cantave, Ph.D., John O. Parker, Maggi Alexander, Danielle Klainberg, David Gordon

For many years, the agendas of legacy foundations – some founded nearly a century ago – have set…


9:00 am - 10:00 am

Empire

Advancement Services

Managing the Human Responses to Change: Case Studies in Implementing Advancement Systems

by Cheryl Cerny, Helen Downie

This session will highlight how people deal with change—focusing on project case studies: implementing a new advancement information…


9:00 am - 10:00 am

Adams/Parliament

Development

Promoting Parent Engagement

by James Kenny

Parents are more involved than ever in the lives of their children right up through high school graduation…


9:00 am - 10:00 am

St. George AB

Marketing & Communications

Storytelling for Annual Giving: Using Rich Content to Make the Case

by Stephanie Quinn, Phil DiMartino

Your constituents are more inundated with high quality content in their daily lives than ever before. In order…


9:00 am - 10:00 am

Essex Center

Development

Surprise and Delight

by Mary Solomons, Maureen Donnelly, Lynne Wester

Your acknowledgement letters bring tears to your donors’ eyes, your impact reports make them swell with pride, and…


9:00 am - 10:00 am

Staffordshire

Alumni Relations

Transforming a Program: Remaking Alumni Education

by Yoona Lee, Sarah Speltz

Universities have so much content to offer alumni through educational programs and events, but what is the best…


9:00 am - 10:00 am

St. George CD

Independent Schools

When Teams Collide: Collaboration Domination

by Vivien Mallick, Neil Evans

Teamwork makes the dream work, right? Sure, but who is on your team and what work are you…


10:30 am - 11:30 am

Empire

Professional Development

Central and Decentralized Collaboration – Models of Success

by Debbie Dankoff, Paul Chesser

Creating healthy and collaborative working environments leads to increased productivity. This session provides practical, evidence-based ways to engage…


10:30 am - 11:30 am

Essex NWC

Alumni Relations

Communicating with Volunteers so They Feel Like Insiders

by Colleen DelVecchio, Amy Moscaritolo

Do you make an effort to communicate with your alumni volunteers in a strategic and systematic way? Learn…


10:30 am - 11:30 am

Essex Center

Development

Eat, Pray, Give: An Exploration of Generosity

by Lynne Wester, Mary Solomons

The Dalai Lama said “Once a year, go someplace you’ve never been before.” The donor guru lives by…


10:30 am - 11:30 am

Adams/Parliament

Advancement Services

Herding Cats: The Art of Prospect Management

by Keith Michel, Ruthie Giles

At the end of their last major fundraising campaign, Mount Holyoke College was faced with bloated prospect assignment…


10:30 am - 11:30 am

St. George AB

Professional Development

Learning the Art of Story Telling

by Michelle Davis, Lauren Taaffe

A multidisciplinary group of 10 college staff (post graduate planning, president’s office, senior capstone organizers, admission, and marketing…


10:30 am - 11:30 am

Staffordshire

Marketing & Communications

Meet the (Education) Media

by Joseph Hunter, Collin Binkley, Deirdre Fernandes, Kirk Carapezza, Fred Thys

Conference participants will have the opportunity to hear directly from key reporters covering education. In addition to learning…


10:30 am - 11:30 am

Essex South

Development

The Ties That Bind: Effective Cultivation Techniques

by Todd Krohne, Anne Melvin

The session is designed to cover the basics of prospect cultivation and moves management that speaks to the…


10:30 am - 11:30 am

Essex North E

Independent Schools

Senior Parent Gift Campaigns – Leaving a Legacy

by Geoff Harlan, Hellie Swartwood

By leveraging the remarkable impact your institution has had on your senior students to the senior parents, and…


10:30 am - 11:30 am

St. George CD

Development

Student Philanthropy: Igniting the Millennial Pipeline

by Kelly Dwight, Suzanne Levesque, Lauren Grabowski, Rachel Marshall

UConn’s Ignite competition was developed to drive student philanthropy and young alumni engagement. Join us to learn how…


10:30 am - 11:30 am

Great Republic

Marketing & Communications

The Art of Digital Proposals: Bring Your Fundraising Cases to Life

by Noelle Shough, David Manning

Today’s donors are savvy, innovative, and dynamic—and the fundraising proposals we submit to them should be the same….


10:30 am - 11:30 am

Independence AB

Marketing & Communications

The Year of Living Dangerously: A Case Study in Podcast Launching

by Stephanie Shalkoski, Daniel Morrell

Daniel Morrell and Stephanie Shalkoski will discuss the origins of Skydeck, the Harvard Business School’s alumni podcast series,…


11:45 am - 12:45 pm

Staffordshire

Alumni Relations

Diversity and Inclusion: A Bold Approach to Meeting the Needs of the New Generation of Alumni

by Austin Ashe, Anita Walton

The United States Census Bureau has identified trends in population growth that suggest that the U.S. is becoming…


11:45 am - 12:45 pm

Independence AB

Alumni Relations

The Value of Partnering with Students in Advancement

by C. Hawkins, Stefanie Seslar

CASE Affiliated Student Advancement Programs (ASAP) comprises student alumni associations, student foundations, and similar organizations at more than 300…


11:45 am - 12:45 pm

St. George CD

Independent Schools

From Obstacle to Advantage: Overcoming Hurdles to Execute a Successful Campaign

by Christina Yoon, Veronica Jorge-Curtis

Imagine running a campaign under these circumstances: your beloved Head of School announces his retirement after 25 years,…


11:45 am - 12:45 pm

Essex NWC

Alumni Relations

Philanthropy from Entrepreneurs: Engagement, Giving & the Critical Path to Launching a Founders Pledge

by Dee Dee Mendoza, Robert Wicks

Entrepreneurship has become a core priority across higher education, with many schools and universities fielding pitch competitions, opening…


11:45 am - 12:45 pm

Essex South

Development

Executing a Successful Giving Day

by Stephanie Flaherty, Krista Navin, Sarah Osowa, Troy Ritchie

On March 28, 2017, Providence College conducted their first Giving Day, Friars Give. Their goal was to engage…


11:45 am - 12:45 pm

Essex Center

Development

Spring Back to Campus: Unique Campus Events for Top Prospects

by Allison Gomes, Ashley Keedy

Donor and prospect events played a key role in Smith College’s record-breaking $486 million Women for the World…


11:45 am - 12:45 pm

Adams/Parliament

Advancement Services

Supercharge Your Major Giving Program With Deeper Donor Insights

by Kathleen Sim Elasmar, Dan Lowman, Jessica Cashdan

Think you already know your major and principal giving donors and prospects? Think again. When Boston College ended…


11:45 am - 12:45 pm

Newbury

Marketing & Communications

Going Cinematic: How one documentary, Maji, put film in focus at Colby

by Milton Guillen, Gerry Boyle

Maji, a Colby College Magazine film production, is a beautiful piece of storytelling. It has been enthusiastically received…