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2018 Washington D.C. Regional Symposium
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 Export to Your Calendar 3/23/2018
When: Friday, March 23, 2018
Where: Map this event »
CASE Headquarters
1307 New York Ave., N.W., Suite 1000
Washington, District of Columbia  20005
United States
Contact: Emma Day
312.265.3749


Online registration is available until: 3/23/2018
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AASP Washington D.C. Regional Symposium
March 23, 2018
8:00am - 4:30pm
CASE Headquarters
1307 New York Ave., N.W., Suite 1000,
Washington, DC



Pricing

Members
By February 23: $105
After February 23: $115

Nonmembers
By February 23: $135
After February 23: $145

Event Details

Hosted by: Gail Ferris
Chaired by: Maria Cochrane, Lynn Rowland and Sarah Coco






Program Schedule

8:00 - 9:00am
Registration and Breakfast

9:00 - 9:30am
Welcome & Networking Activity

9:30 - 10:30am
Session One – Partnerships for Success

Presenter:
Matt Lindsay, Executive Director, Marketing, Communications and Digital Strategy, The George Washington University

Description:
Why do some initiatives fail and others succeed? In most cases, it is not the collective IQ of the individuals on the project, but the quality of the partnership among the team members that determines success.

Learn how to develop partnerships to advance your work and to address the biggest challenges that face your department and organization. Review examples of successful collaborative projects in high-performing Advancement operations. Hear what thought leaders are saying about the future of work, and what it means for the partnerships you develop in Advancement Services, in your organization, and beyond.

Whether you are an individual contributor, a manager, or an executive, studying and fostering successful partnerships is critical to achieving your goals.

10:30 - 10:45am
Networking Break

10:45 - 11:45am
Session Two (Two Breakouts)

1.) Gift Processing - Best Method for setting up a gift processing shop, team structure, processes

Presenter:
Tanika Harris, Senior Associate Director of Gift Administration, Children’s National Health System

Description:
Has your organization ever struggled with timely receipting and quantifying accuracy, all the while maintaining a high level of customer service to internal and external consistencies? If so, this presentation may be right for you as it explores how Children’s Hospital Foundation in DC developed and implemented efficiencies within the Gift Processing department to promote and sustain a stronger performing unit. We will share our process for quantifying accuracy and validating entry, ensuring timely receipting, establishing a ticketing system, and the development of special tools that we’ve implemented to provide stellar service to our constituencies including donors and fundraisers.


2.) Building a Reporting Environment

Presenter:
Lyn Rowland, Director of Data Services and Business Analytics, Children's National Health System

Description:
Do you know the difference between reporting on your Data Warehouse versus your Production Database? Why Tableau and not Domo or vice versa? Why develop reports in SSRS and not Crystal Reports? What is the best way to deliver reports, via email or your organization’s intranet?

In this session, we will explore the many options when building a reporting environment as well as the pro’s and con’s of each. From writing SQL to delivering the results, we will discuss them all.

11:45am - 12:45pm
Lunch

12:45 - 1:30pm
Networking Activity

1:30 - 2:30pm
Session Three – Fundraising Analytics: by the Book or on the Fly?
Presenters:
Andrew McMahon, Development Coordinator, United States Holocaust Memorial Museum
Marisa Ontko, Senior Analyst, Bentz Whaley Flessner


Description:
Have you ever wished for a single book of fundraising analytics recipes that could satisfy even the most demanding customer? Unfortunately real world fundraising analytics is rarely so cut-and-dried. If you fulfill data requests, join us for a wide-ranging discussion on the joy and frustration of turning raw fundraising data into analytics in the back of the house.

2:30 - 2:45pm
Networking Break

2:45 - 3:45pm
Session Four (Two Breakouts)

1) Online Marketing and Fundraising: Multi-Channel and the Mass Market

Presenter:
Lara Koch, Associate Director of Online Fundraising, Smithsonian Institution

Description:
Successful online marketing and fundraising leverages a host of platforms, tools, techniques and best practices that are both similar to more traditional fundraising models such as direct mail and high touch stewardship, and entirely new at the same time, disrupting traditional service models in a way that requires evolution and adaptation.

In this session, you’ll learn about the ecosystem required for truly effective online marketing and fundraising, and what challenges and opportunities come from these techniques, through examples from the nonprofit world, including a high-performing Advocacy-focused organization, and the Smithsonian Institution’s successful Kickstarter campaigns and other online marketing campaigns and experiences.

Topics will include the importance of list hygiene, engaging constituents with effective content and the impact of multi-channel marketing.


2.) Prospect Research: Gearing Up for the Campaign

Presenters:
Anissa Holmes, Director of Research Operations, Smithsonian Institution
Gina Mapou, Prospect Research Analyst, Smithsonian Institution


Description:
During every successful campaign, there is a collaborative approach among all development staff to discover and analyze potential donors. In this session, learn about the Smithsonian’s recently concluded pan-institutional campaign from the perspective of its prospect research team, and explore their role in building prospect pipelines, researching principal gift prospects, and preparing for campaign events.

3:45 - 4:30pm
Closing Panel

4:30 - 6:30pm
Networking Mixer

Bobby Van’s Grill
1201 New York Ave NW,
Washington, DC 20005
202-589-1504