New to Educational Advancement

2019 New to Educational Advancement

Sponsored by Changing Our World, Inc.

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

[11:30-12:30] Understanding the field of Advancement and how all the players work together for the win

Fairly new to the field of Advancement? This session will help acclimate you to the various focus areas and how they work together. Learn strategic elements and best practices for a strong Advancement program. Whether you’re working in a small shop or you’re one of dozens raising funds for your institution, this session will help you understand how everything fits together – including you and your role.

[12:30-1:30] (Lunch Session) What’s the best plan for you? Career laddering and career latticing

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

[1:30-2:30] Partnerships: Reaching across the institution

Great work is built on great relationships. In this session, hear from practitioners 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.

[2:45-3:45] Data management: Understanding the ins and outs of educational advancement data

Hear from both practitioners and providers about mastering the management of your data using a variety of tools. Presentation 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.

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.