All Sessions by Day

3/13/2019

11:30 am - 12:30 pm

Essex NW/NC (3rd Floor)

Diversity and Inclusion

Session 1: How to Increase Diversity, Equity, and Inclusion Using Your Institution’s Demographic Trends

by Veronica McFall

In this session, attendees will discuss an overview of demographic trends that inform why diversity and inclusion efforts…


11:30 am - 12:30 pm

St. George AB (3rd Floor)

Women's Leadership

Strategies for Advancing Women into Senior and Executive Leadership Roles

by Christopher Kandus-Fischer, Mo Cotton Kelly, Christina Davis, Elizabeth Zeigler

As an international conversation takes place around gender equity, the lack of gender diversity in nonprofit leadership has…


11:30 am - 12:30 pm

St. George CD (3rd Floor)

New to Educational Advancement

Understanding the Field of Advancement and How All the Players Work Together for the Win

by Mary Gene Clavin, Theresa Lee

Fairly new to the field of Advancement? This session will help acclimate you to the various focus areas…


12:30 pm - 1:30 pm

Essex NW/NC (3rd Floor)

Diversity and Inclusion

Session 2: Lunch and Learn: Diversity, Equity, and Inclusion from Multiple Perspectives

by Veronica McFall

Over lunch, attendees will spend time at their tables in discussion and reflection about diversity and inclusion goals…


12:30 pm - 1:30 pm

St. George CD (3rd Floor)

New to Educational Advancement

What’s the Best Plan for You? Career Laddering and Career Latticing

by Kelly DeGregorio

Enjoy an informal panel conversation about planning your Advancement career and better understanding the implications of today’s plans…


1:30 pm - 2:30 pm

St. George CD (3rd Floor)

New to Educational Advancement

Partnerships: Reaching Across the Institution

by Tom Flynn, Tom Ryan

Great work is built on great relationships. In this session, hear from practitioners as they discuss how they…


1:30 pm - 2:30 pm

Essex NW/NC (3rd Floor)

Diversity and Inclusion

Session 3: Guest Speaker TBD

by Veronica McFall

Following lunch, an afternoon speaker (TBD) will do a deep dive into diversity issues that exist in development…


1:30 pm - 2:30 pm

St. George AB (3rd Floor)

Women's Leadership

The Power of Cultivating Culture and Mentorship

by Katie Gallagher, Emily Gillette, Arielle Purcell, Megan Martin, Judite Vamvakides

Four former colleagues discuss the importance and impact of positive mentoring relationships in a challenging environment. Understanding the…


2:45 pm - 3:45 pm

St. George AB (3rd Floor)

Women's Leadership

How to Pass the Gender Barrier and Negotiate a Raise

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

Asking for a raise can be a fearful process for anyone, but studies show that negotiations are particularly…


2:45 pm - 3:45 pm

Essex NW/NC (3rd Floor)

Diversity and Inclusion

Session 4: Develop Your Action Plan to Strengthen Diversity, Equity and Inclusion Efforts at Your Institution

by Veronica McFall

At the final session of the day, attendees will work in small groups to develop a tangible action…


12:06 am

Staffordshire (3rd Floor)

Keynote

Drop the Ball (Keynote)

by Tiffany Dufu

Tiffany shares her hilarious and painful journey from being the queen of domesticity to not knowing her kids’…


3/14/2019

American Ballroom (4th Floor)

Keynote

The Art of Innovation (Keynote)

by Guy Kawasaki

The Art of Innovation explains how to create innovative services and products using tactical and practical techniques. Guy…


10:15 am - 11:15 am

Adams/Parliament (7th Floor)

Professional Development

An EVP and CEO Walk Into a Bar… Lessons from the Top on Building Teams and Growing Your Advancement Career

by Charles Pagnam, Brent Grinna

Join Charlie Pagnam, Executive Vice President of the University of Massachusetts Foundation, and EverTrue Founder and CEO Brent…


10:15 am - 11:15 am

Great Republic (7th Floor)

Development

Benchmarking and Building: Maximizing Revenue Through Leadership Annual Giving

by Kristen Atwood, Dane Lighthart

Learn how Boston University refocused and re-branded it’s Annual Fund Leadership Giving Society with an eye to creating…


10:15 am - 11:15 am

Essex Center (3rd Floor)

Alumni Relations

CASE’s Alumni Engagement Metrics Project

by Fred Weiss

In early 2018, CASE published a whitepaper entitled “Alumni Engagement Metrics” based upon the input of a Task…


10:15 am - 11:15 am

St. George CD (3rd Floor)

Development

Changing Course in Major Gifts: A Case Study

by Anne Gotfredson, Ariadne Valsamis, Rohan Barrett, Brooke Hagerman

Harvard Medical School’s principal and major gifts fundraising model was primarily focused on academic departments and initiatives, with…


10:15 am - 11:15 am

Newbury (2nd Floor)

Alumni Relations

Child’s Play? Entertaining Families at Reunions

by Aimee LeBrun, Kelley Keenan

Pent-up demand for more children’s programming at Harvard Business School reunions started manifesting in strange ways. When an…


10:15 am - 11:15 am

Independence AB (4th Floor)

Advancement Services

Dare Northward: Inside the Largest Campaign ($750M) in Liberal Arts History

by Sandy Colhoun, Rich Majerus, Dan Olds, Jennifer Eriksen

Colby College in Waterville, Maine is undertaking a historic campaign to lift the College to new heights. With…


10:15 am - 11:15 am

Essex NW/NC (3rd Floor)

Independent Schools

Engaging International Alumnae

by Gretchen Orschiedt, Marion Paterson

Hear how one school thought “outside the box”, dreamed big and branded a program to engage a targeted…


10:15 am - 11:15 am

Empire (7th Floor)

Development

Everyone Is A Fundraiser: Recruiting Faculty & Staff to Fundraise for You

by Jessie Lawrence, Arnav Manchanda

Outside of our Advancement bubble, the saying goes that the real “F word” at universities is fundraising. While…


10:15 am - 11:15 am

St. George AB (3rd Floor)

Marketing & Communications

How to Build a Brand That Promotes the Parts and Advances the Whole

by Lyn Chamberlin, Roger Sametz

In an increasingly competitive academic environment, having a wide range of offerings can make telling your story—and engaging…


10:15 am - 11:15 am

Staffordshire (3rd Floor)

Marketing & Communications

Identifying and Innovating the Connected Donor Journey

by Diana Curran, Lindsay Roth

There’s a lot that happens before a prospect becomes a donor. What does that look like for your…


10:15 am - 11:15 am

Defender (7th Floor)

Diversity and Inclusion

Incorporating Social Justice Values into Your Work and Life

by Lisa Owens

The world is burning. Everyday, we see more examples of racism, sexism, and religious intolerance–both outside and inside…


10:15 am - 11:15 am

Gloucester (2nd Floor)

Marketing & Communications

SEO & Social Media: Reshaping Organic Marketing

by Erika Fields, Rebecca Hofstetter, Danielle Kahn

When it comes to organically marketing your institution online, SEO and social media go together like peanut butter…


11:30 am - 12:30 pm

St. George AB (3rd Floor)

Advancement Services

Bringing Stewardship and Cultivation Together: Crafting Stewardship Plans That Build Lifelong Donors

by Corey Smentek, Catriona Moore, Amanda Fritz

Are you looking for ways to align stewardship more closely with cultivation? Bringing donor relations and stewardship to…


11:30 am - 12:30 pm

Great Republic (7th Floor)

Professional Development

Building the Plane While Flying It

by Donald Weinbach, Tracy Barlok, Troy Finn, Bill Weber

Rapid change and innovation have rendered top-down, rigid strategic plans practically obsolete. Instead, advancement leaders are mirroring high-tech…


11:30 am - 12:30 pm

St. George CD (3rd Floor)

Advancement Services

CASE’s Advancement Analytics Initiative

by Fred Weiss

At CASE’s International Summit for Advancement Leaders, we announced “AMAtlas” our initiative to become the global resource for…


11:30 am - 12:30 pm

Newbury (2nd Floor)

Development

Changing the Narrative of Planned Giving: How Higher Education Institutions Can Learn To Tell Stories From International Development Organizations

by Nate Kaunley, Wil Crooks

In this session attendees will learn how to change the traditional planned giving narrative. Many times, the marketing…


11:30 am - 12:30 pm

Defender (7th Floor)

Alumni Relations

Engaging Alumnae of Color: Persistence, Possibilities, and the Power of *Their* Voices

by Colleen DelVecchio, Amy Moscaritolo, Ja’Milla Lomas

Engaging alumnae of color has been a strategic priority at Smith for some time now, and one we…


11:30 am - 12:30 pm

Essex NW/NC (3rd Floor)

Alumni Relations

Engaging Alumni Online – Webinars, Virtual Book Clubs and More

by Jean Chisser, Zach Rubin

Looking for innovative ways to engage alumni? It can be challenging to find new ways to engage alumni,…


11:30 am - 12:30 pm

Staffordshire (3rd Floor)

Development

From Student to Donor: A Lifetime of Engagement

by Christine Regan, Sarah “Sally” Murray, Betsy Dubuque

Gone are the days when a donor would walk into a development office and present a check without…


11:30 am - 12:30 pm

Gloucester (2nd Floor)

Independent Schools

Inspiring Support In Troubled Times: Making The Case For Giving To Independent Schools In 2019

by Mitchell Linker, Kate Newick, Colleen Dealy

While by most measures the economy is strong, in many ways it doesn’t “feel” like these are good…


11:30 am - 12:30 pm

Essex NE (3rd Floor)

Marketing & Communications

Institutional Messaging: The Articulation of an Institution’s Identity

by Neal Kane, Matthew Barone, Linda Quimby

Representatives from Libretto and Franklin Pierce will explain how they collaborated to create the University’s first messaging platform,…


11:30 am - 12:30 pm

Empire (7th Floor)

Development

Raise Big Money In One Day By Going ALL IN

by David Wegrzyn, CHRISTINE Tieri

You’re invited to an insider’s view of a hugely successful advancement initiative! We wanted to take our Bryant…


11:30 am - 12:30 pm

Independence AB (4th Floor)

Alumni Relations

Successful Strategies for Building a Powerful Volunteer Pipeline

by Christine Tempesta

Building a pipeline of high quality, diverse, and qualified volunteers is a challenge for every advancement team. Putting…


11:30 am - 12:30 pm

Adams/Parliament (7th Floor)

Marketing & Communications

The Personalization Mandate: How Alumni Communications are Going From Blast To Unique

by Nick Zeckets, Betsy Doherty

It’s getting harder every year to get through to alumni email inboxes – nevertheless earn opens, clicks and…


2:00 pm - 3:00 pm

Empire (7th Floor)

Marketing & Communications

Annual Giving Stewardship

by Jennifer Dallaire, Courtney Knauss

This session will showcase Boston University’s Annual Giving Stewardship Program including acknowledgements, impact pieces, events, donor recognition and…


2:00 pm - 3:00 pm

St. George AB (3rd Floor)

Alumni Relations

Engagement Scoring Model for Regional Networks

by Megan Meagher, Alyssa Holland

Determining programming and activities for regional networks/chapters can be an arduous process annually for some colleges and universities…


2:00 pm - 3:00 pm

Essex NW/NC (3rd Floor)

Development

Gender Matters: A Practical Approach To Grow Women’s Philanthropy

by Kathleen Loehr, Mindi Laine

We are what we practice. Fundraisers across the United States are extremely practiced at raising over $400B each…


2:00 pm - 3:00 pm

Adams/Parliament (7th Floor)

Development

Grow Your Portfolios and Gifts by Partnering with Your CFR Colleagues

by Cecilia Lalama, David Gillerman, Marybeth Savicki

We would like to host a moderated session of at least three Corporate/Foundation Relations panelists from 2-3 area…


2:00 pm - 3:00 pm

St. George CD (3rd Floor)

Alumni Relations

Is It A Tradition Or Just A Bad Habit? Know How And When To Refresh Your Annual Events.

by Mo Cotton Kelly, Jill Williams

Awards Galas, Reunions, Scholarship Lunches–annual events can reconnect alumni, steward donors, honor volunteers, raise funds, and educate internal…


2:00 pm - 3:00 pm

Great Republic (7th Floor)

Marketing & Communications

Launching a New President: Brand Building and Fund Raising 101

by Andrea Kovacs, Carolyn Behan Kraus

Following the retirement of its long-serving president, Albertus Magnus College turned its “once in a lifetime” opportunity to…


2:00 pm - 3:00 pm

Staffordshire (3rd Floor)

Advancement Services

Moving From ‘Metrics’ To ‘Portfolio Optimization’ To Maximize Fundraising!

by Deborah Cunningham, Brian Otis, Tom Scarlett, Chris Toro

Have you been using a metrics based system to establish goals and manage your work or the work…


2:00 pm - 3:00 pm

Newbury (2nd Floor)

Professional Development

Personal Branding: 5 Tips for Success at Work

by Amy Bronson, Alexis Kanda-Olmstead

Are you a team player or a lone wolf? A problem solver or a problem child? These descriptors…


2:00 pm - 3:00 pm

Essex NE (3rd Floor)

Independent Schools

True Grit: Modeling Resilience in Your Capital Campaign

by Mary Merrill, Tobey Fossey, Koreen McQuilton

Even with the strongest feasibility study, the greatest team of volunteers, and a clear mission statement, schools can…


2:00 pm - 3:00 pm

Gloucester (2nd Floor)

Marketing & Communications

Video Storytelling: Demystifying the Process & Maximizing Return

by Mike Sukraw, Dorit Rabbani, Kristin Sukraw

The world of video storytelling can be a bit overwhelming and oftentimes organizations wonder where to start. At…


3/15/2019

9:00 am - 10:00 am

Empire (7th Floor)

Independent Schools

10 Independent School Marketing Takeaways from Classic Children’s Books

by Charles Putney

As online marketers, we are storytellers at heart, and one of the purest forms of storytelling is children’s…


9:00 am - 10:00 am

Independence AB (4th Floor)

Alumni Relations

Building Thriving Alumnae Communities

by Victoria Gonin, Johanna Hussey

Come hear about Dartmouth College and Brown University’s successful alumnae engagement efforts. We’ll be touching on two separate…


9:00 am - 10:00 am

Essex Center (3rd Floor)

Advancement Services

Come Together Now: University-wide Data Integration

by Russell Gelinas, Judy Doherty, Marah Atwell, Linda McIntosh, Misty McCarty, Christina DeVries

Join an interactive discussion. Members of the panel will share their successes and challenges with University-wide data sharing,…


9:00 am - 10:00 am

Adams/Parliament (7th Floor)

Marketing & Communications

Crafting Development Content for Events

by Julia Serazio, Meg Umlas

More and more institutions are using high-level events, such as gala dinners, to celebrate leadership donors. Coming up…


9:00 am - 10:00 am

Staffordshire (3rd Floor)

Professional Development

How to Pass the Gender Barrier and Negotiate a Raise

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

Asking for a raise can be a fearful process for anyone, but studies show that negotiations are particularly…


9:00 am - 10:00 am

Great Republic (7th Floor)

Marketing & Communications

Integrating Direct Response Strategies into Your Development Program

by Anthony Alonso, Christopher Graham, James Manning

This session will explore ways to integrate all forms of direct marketing into your development plan. Discover new…


9:00 am - 10:00 am

Essex NW/NC (3rd Floor)

Development

Optimizing Your Advancement Shop: Keys to Reaching and Sustaining New Fundraising Heights

by David Woodruff, Benjamin Tompkins

Demands on today’s advancement shops are steeper than ever, fueled by growing dependencies on philanthropic dollars, rising pressures…


9:00 am - 10:00 am

Newbury (2nd Floor)

Independent Schools

Strategies for Effective Volunteer Management in Independent Schools

by Kim Jennings, Tammy Hobbs Miracky

For development professionals in parent giving in independent schools, understanding best practices and strategies behind good volunteer management…


9:00 am - 10:00 am

Essex NE (3rd Floor)

Alumni Relations

Succession Management Strategies: Graceful Exits of Board Members

by Dahlia Handman, Alan Ryea, Phil Hills

Advisory Board members and boards of trustees are similar to other groups in that they go through various…


9:00 am - 10:00 am

St. George CD (3rd Floor)

Advancement Services

The Changing Nature of Prospect Research and Prospect Identification for Fundraising

by William Tedesco, Thomas Chaves

The nature of prospect research is changing. With technological advances such as artificial intelligence and digital centralization, the…


9:00 am - 10:00 am

Gloucester (2nd Floor)

Development

University Fundraising When You Don’t Have Alumni

by Alexis Gaiptman, Amanda Fritz

The Montreal Neurological Institute of McGill University raised over $75M in the last five years. Without any alumni…


9:00 am - 10:00 am

St. George AB (3rd Floor)

Marketing & Communications

What Development Can Learn from Journalism: How to Find, Report and Share Compelling Stories as Part of Your Fundraising Strategy

by Michelle Morrissey, Beth Flynn

Storytelling is the latest buzzword in fundraising, development and donor engagement in the higher education/non-profit world. But journalists…


10:30 am - 11:30 am

Essex Center (3rd Floor)

Alumni Relations

Cross-Cultural Competence in International Advancement

by Aamir Anwar, Marisa Shariatdoust, Kati Reusche

This session will address some of our fundamental challenges in international advancement. As we communicate and meet with…


10:30 am - 11:30 am

Great Republic (7th Floor)

Alumni Relations

Get on the Dean’s List: Developing Key Relationships with Academics on Campus

by Liza Gentile, Lori Zabatta, Liana Caffrey

Alumni engagement rests largely on the shoulders of the alumni relations team, but with development of key departmental…


10:30 am - 11:30 am

Newbury (2nd Floor)

Marketing & Communications

Inspiring Humans: How to create communications that move people to action

by Nicole Antil

While it’s true that your institution’s constituents are diverse and unique, they all share one basic, irrefutable characteristic:…


10:30 am - 11:30 am

Essex NE (3rd Floor)

Independent Schools

R U Ahead of the Trend? Why Text Messaging is Every Advancement Pro’s BFFL

by Tracey Perkins, Lindsay Roth, Lauren Pyes, Catherine Brobston, Laura Day

A panel discussion featuring representatives from both private and public schools to share what they’ve found to be…


10:30 am - 11:30 am

Gloucester (2nd Floor)

Professional Development

Small but Mighty Management: A Small Shop Managers Workshop

by Eric Gustafson, Meghan Hallock

Managing the small shop often feels like running triage at an emergency room – too many critically ill…


10:30 am - 11:30 am

St. George CD (3rd Floor)

Development

Taking Stock – Managing the Post Campaign Years

by Brenda Ricard, Jessica Cashdan

After the conclusion of a comprehensive campaign, what do you do next? This session will cover three key…


10:30 am - 11:30 am

Independence AB (4th Floor)

Advancement Services

The 21st Century Advancement Shop: Strategies for a Digital World

by Shelby Childs, Kestrel Linder

Venmo… Snapchat… Apple Pay… More than ever before technology is impacting advancement strategies. This presentation will survey the…


10:30 am - 11:30 am

Essex NW/NC (3rd Floor)

Development

The Evolution of Online Fundraising: Crowdfunding, Giving Days, and Beyond

by Mike DeGuglielmo, McCabe Callahan

Online giving continues to transform fundraising across industries, but this premise is never truer than in the context…


10:30 am - 11:30 am

Essex South (3rd Floor)

Development

Unlocking the Mystery of Securing a $100M Gift

by Don Hasseltine, David Keeffe, Scott Nichols

This session will provide an insiders view of the process two universities used to build a relationship with…


10:30 am - 11:30 am

St. George AB (3rd Floor)

Professional Development

Why You May Want to Consider a Telework Plan at Your Organization

by Ivona Jukic, Christina Kennedy

In a competitive environment of recruiting and retaining talented staff, offering a TeleWork Plan can be an attractive…


11:45 am - 12:45 pm

Newbury (2nd Floor)

Independent Schools

Alumnae Relations In The Independent School: Small Shop, Big Impact

by Stevie Lee Taylor, David Erwin, Erica Pettis

Time and money – two resources that may be limited in a small shop at an independent school….


11:45 am - 12:45 pm

Essex NE (3rd Floor)

Development

Campaign Volunteer Structure: Which One is RIght for your Institution?

by Beth Howland, Keith Michel

In preparation for a campaign, volunteer structures are often discussed as they are an important and integral component…


11:45 am - 12:45 pm

St. George CD (3rd Floor)

Alumni Relations

Closing the Mentorship Gap

by Adam Saven, Tyler Wentworth, Jen Pollard, Stacey Moulton, Kat Mor, Patrick Coleman

Mentorship unleashes social capital and opportunity, paving the way to career success for students and alumni. But students…


11:45 am - 12:45 pm

St. George AB (3rd Floor)

Professional Development

Improv in the Workplace: How the Principles of Improv Will Sharpen Your Advancement Skills

by Stephen Morin, Alex Barber

The principles of Improv, especially the foundational skills of “active listening” and “yes, and…,” can help you get…


11:45 am - 12:45 pm

Essex Center (3rd Floor)

Development

Managing the ‘Ask’…Essential Steps When Soliciting Major Donors

by Diane Carlson

For more than 30 years, Diane M. Carlson has been helping her clients ask for and receive millions…


11:45 am - 12:45 pm

Empire (7th Floor)

Advancement Services

Reimagining the Honor Roll: representing the Ripple Effect of Philanthropy Through Data Visualization

by Charlotte Troyanowski, Jessie Richards

Ask anyone who works in Donor Relations about honor rolls, and you are sure to be answered with…


11:45 am - 12:45 pm

Independence AB (4th Floor)

Alumni Relations

Strategic and Meaningful: What Does Inclusive Engagement Look Like at Your Institution?

by Sarina Noone, Greg Batcheler, Marvin Vilma, Moana Bentin

Alumni relations and advancement professionals face an evolving landscape—as higher ed faces a challenging political and economic moment,…


11:45 am - 12:45 pm

Staffordshire (3rd Floor)

Marketing & Communications

Sustaining Year-Long Planning for Annual Giving

by Phil Dimartino, Stephanie Quinn

In Annual Giving, each new fiscal year brings with it a completely blank slate for your Marketing &…