New to Educational Advancement

New to Educational Advancement

This session is designed for advancement professionals at all stages of their career who are new to educational advancement. Are you brand new to the profession? Did you spend a decade working in health care before your role at an independent school? Is this your first role in higher education? This session is for you!

Meet with peers from across District I and learn insider tips, terminology, and best practices from a faculty of seasoned experts in educational advancement.


New to Educational Advancement Sessions

Sponsored by Changing Our World, Inc.

Data management: Understanding the Ins and Outs of Educational Advancement Data

In this roundtable format session, meet with practitioners and providers to discuss how managing your data can be mastered using a variety of tools. Discussions will include how to think through what you want your data to do in the end, and therefore how to handle it from the beginning; best practices for data management; and harnessing digital tools to build, clean, and utilize your data.

Metrics as a Tool for Measuring and Communicating

Metrics are a hot topic in advancement across all size institutions – how do we know our work is effective? How do we communicate to others that our work is doing all we said it would? Metrics can be an advancement officer’s best friend. They can help us manage our own daily and quarterly work. And they are a communications tool to be used both up the chain of command and across the rest of our team. In this session, we’ll break down the broad topic of metrics and discuss how to manage expectations.

Partnerships: Reaching Across the Institution

Great work is built on great relationships. In this session, hear from a panel of practitioners across sizes and types of institutions as they discuss how they manage relationships and the flow of information within their school. Advancement officers are often the face of the institution when meeting with donors and they are only as good as the information they have at hand. This session will examine how our work can be made stronger through mutually beneficial relationships with other internal teams such as marketing/communications, Financial Aid, Admissions, Guidance, and others.

Not sure if the New to Educational Advancement pre-conference track is the right fit for you? Check out the conference’s Diversity and Inclusion and Women’s Leadership pre-conference tracks.

Questions? For more information about these special programs, please contact Ryan T. Bersani and Trina Watson, Program Co-Chairs, at

Note: Members interested in attending the New to Educational Advancement pre-conference track must register for the full conference; it is not possible to register just for the pre-conference independently.