Impacting the Changing World of Philanthropy
The Hilton Chicago | October 30 - November 1, 2017

Track 1:
Leadership & Career Development
This track focuses on those in leadership roles in our industry, sharing management best practices for success in our daily business as well as how to build and retain a great team while planning for your own career growth.
Track 2:
Technology Trends
This track focuses on how we can utilize technology to improve our business processes and increase overall efficiency. This topic is covered through lectures and case studies to demonstrate the real-life pros and cons of implementing technology trends.
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Track 3:
Analytics & Reporting
This track examines examples of successes and explores the potential of various approaches, methods, platforms, and tools for analyzing, delivering, and visualizing data creatively, effectively, and efficiently.
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Track 4:
Prospecting Management & Donor Relations
This track will explore new strategies for managing prospect pipelines and ensuring that prospects’ needs are addressed. Sessions will emphasize innovative business practices (from how we staff our teams to how we analyze performance) and technology applications.
Track 5:
Gift & Bio Administration
This track includes insight and real-life examples of how to provide your organization’s donors with stewardship of the highest standard by using data and efficiency principles.
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Day 1 - Monday, October 30


7:00am - 5:30pm

REGISTRATION OPEN


8:30 - 11:30am

NEWCOMER’S SESSION

This session will cover the ins and outs of the Advancement Services industry, from where you fit, to the responsibilities of your role, industry leaders will explain best practices for newcomers to the field.


EXECUTIVE SESSION (Invitation Only)

In this session, Executives within the Advancement Services industry will have a chance to hear new perspectives from leaders in the field while also networking and learning from the insights of other attendees.


DONOR RELATIONS AND ENGAGEMENT WORKSHOP

This workshop is designed for the management-level advancement services professional who wants to have a deeper understanding of donor relations and engagement.


DATA ANALYTICS AND BUSINESS INTELLIGENCE WORKSHOP

In this interactive session, participants will discover how data analytics continues to shape our industry and how it can be used to solve a variety of problems – data hygiene, scoring models, donor segmentation, and other purposes.


1:00 - 1:15pm

WELCOME AND CONFERENCE KICK-OFF
President AASP – Anita Lawson
Los Angeles Philharmonic Association


1:15 - 2:15pm
General Session

The Big Data of Life: Listening to the Information All Around Us
Jennifer Mulholland & Jeff Shuck
Plenty Consulting

The peer-to-peer trends we see in our lives have been catalyzed by incredible advances in not only information tracking but also the computing power to retrieve, analyze, and visualize that information. And at the same time, this vast amount of intellectual data is dwarfed by the emotional and intuitive feedback we receive in every moment.

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2:30 - 3:45pm

Breakout Sessions
Click on track sessions to expand for description

Track: Leadership & Career Development

Six years ago, John Smilde initiated a 360 review process for his advancement services staff. This presentation will review why he implemented it; how he constructed the 360s, including what review topics were consistent and what were customized; a strategy for deciding who should participate as a 360 reviewer; what role this plays in goal setting; and any lessons learned. Attendees will also engage in interactive discussion and question time.
John Smilde
Director of Advancement Services
Calvin College
Track: Technology & Trends

Eighty percent of a data scientist’s time is spent gathering and cleaning up data, and 80 percent of all data is unstructured and almost never analyzed. Cognitive computing, in combination with Big Data, is changing the equation by creating data reservoirs, and using natural language processing to enable analysis of unstructured data sources. This is impacting every aspect of our profession from how data is mined (and by whom) to how it is delivered. This is not some futuristic vision: it's happening right now in industries across the globe, including ours.
David M. Lawson
Co-Founder & CEO
NewSci, LLC.
Track: Analytics & Reporting

What is more important than your pipeline? Answer: Understanding your pipeline. Is it growing? Is it shrinking? Does it support your fundraising goal? Does it support your campaign goal? What is the gap between goal and amount expected? How does the gap compare to previous years? How is the pipeline performing at various gift levels?

This session will begin with a general discussion around pipeline, specifically data elements required for analytical reporting, probability and its impacts on reporting, and tracking changes/updates to proposals transactionally for the purposes of analytical reporting. The session will go on to discuss reporting. We will begin by focusing on proposals and prospects, specifically evaluating the number and amount expected, month over month, compared to previous fiscal years. Next, we will assess the pipeline based on the number of proposals by amount expected segmented into gift levels and compare the numbers to previous fiscal years. Lastly, we will connect the pipeline to the fundraising goal or campaign goal. We will discuss the gap between your pipeline and your goal. We will review analytical reports to compare the gap month over month and year over year. Finally, we will discuss how to present ALL of this data to your president and/or chief development officer in a meaningful and impactful way. After all, without analytics, a pipeline is just list prospects and what you hope to get from them.
Lyn Rowland, MA
Philanthropy and Development - Director, Data Services and Business Analytics
Children's National Health System - Foundation
Track: Prospecting Development & Donor Relations

Whether systematic or high touch, accuracy and completeness of data drives the integrity of our message. Donor relations intersects with many points along the cultivation cycle from gift acceptance, acknowledgments, donor recognition and reporting. Data sensitivity is the critical factor at the center driving the effective outcomes of these processes. In an era of increasing competition for philanthropy, donors have little patience for mistakes in our messaging or engagement strategies. We will discuss the data management challenges typically addressed through advancement services. Come prepared to share best practices, testimonials and creative ideas for supporting the many functions of donor relations.
Wayne Combs
Principal
W. Combs & Associates
Best Practice
Track: Gift & Bio Administration

This session will focus on current charitable contributions (non-deferred gifts) which typically pose a challenge to gift recording departments when attempting to determine their tax status to the donor, as well as how to address the critically important issue of donor recognition even if the gift is not tax-deductible or countable. It will center primarily on gifts of partial interest, but will also cover gifts of service, patents, intellectual property, and other various gifts-in-kind. The intent of this session is to better equip advancement services professionals with the knowledge and understanding they will need to make these critical determinations on their own.
Eric Valdescaro
Executive Director of Advancement Services
California Lutheran University
John Taylor
Principal
John H. Taylor Consulting, LLC

3:45 - 4:15pm

NETWORKING BREAK


4:15 - 5:30pm

Breakout Sessions

Best Practice
Track: Leadership & Career Development

Three pillars for sustaining forward progress in our careers include experience, knowledge and service. We will conduct a discussion which examines for whom we choose to work, how long will we stay, what do we think we are worth and what is our improvement plan. We will reflect about our personal aspirations and complete a mind map. We will consider our willingness and ability to relocate and step forward with a clear plan for advancing our own career.
Lynne Becker
Principal and Owner
eAdvancement Services
Wayne Combs
Principal
W. Combs & Associates
Track: Technology & Trends

Virtualization continues to be a hot topic for IT industry, but what opportunities does virtualization offer advancement services? Learn how the University of Houston Advancement Office leveraged this technology to increase security, availability, and extend the "life" of our CRM. In this session we will focus on the process, decisions, and implementation strategy used to execute this project. Additionally, we will provide an overview of the lessons learned and best practices associated with this project. We will also review how other cloud technologies could be leveraged (AWS, Azure, etc.) to achieve similar results.
Mark Walcott
Director, Advancement Information Systems & Reporting
University of Houston
Track: Analytics & Reporting

A follow-up to last year's Reporting in a Multi-Platform Environment (prior attendance not required), this session will be a deep dive into some of GCFD's more interesting reports. We will be working mostly in Tableau, and looking at the data and coding, so you can duplicate our results at home! One tool is a location mapper that we use for finding Volunteers near food distribution points. Another is an interactive Sankey Diagram that tracks Donors as they move between giving levels from year to year. We will also include a few others that are still in development. We will explain the practical side of using these reports to support our Development team. And, our “data guy” will explain the building and maintenance of these reports and answer your tech questions. We think reports are fun, and hope that we can help you feel the same!
Mark K. Mathyer
Director, Development Services
Greater Chicago Food Depository
Best Practice
Track: Prospecting Development & Donor Relations

As prospect development professionals, it seems that we are always in a campaign or gearing up for one. What best practices should we consider to ensure campaign success? AASP’s Prospect Development Best Practices committee has taken a careful look at this question. In this session, we’ll talk through the highlights of our findings, and look at some specific examples from a variety of organizations.
Panelists:
Dan Zarlenga
Associate Director, Prospect Research & Management
Northwestern University
Lindsey M. Nadeau
Associate Director, Presidential and Principal Gifts Research
George Washington University
Lori Hood Lawson, BA, MLS
CEO and Co-Founder
WorkingPhilanthropy.com LLC
Jenny Kleintop
Principal Consultant
Gobel Group
Sarah Daly
Director of Development Research and Prospect Management
Southern Methodist University
Track: Gift & Bio Administration

As a large public land grant university with a diverse donor base and alumni network, UC Davis takes a decentralized approach to fundraising. This donor-centric model works well for raising money, but can be very inefficient for processing it. Until this year, all private gifts to UC Davis were processed by about 100+ people working in a myriad of schools and units across campuses. Development officers and donors were left wondering for weeks what had happened to their gifts because the time it took to process them. Funds were difficult to track which made proper receipting and stewardship challenging. After a 2010 audit, the Advancement Services team was charged with developing a centralized gift processing system. We looked for vendor solutions, but they were all expensive and did not match our needs closely enough to justify the cost. We decided to build our own solution -- a daunting task, but also an exciting opportunity. So, in 2016, after four years of analysis and assessment, we launched a centralized gift processing system: the Gift Reporting, Entry, And Tracking web application and electronic cashier system -- or GREAT, for short. What used to be a tangled mess of paperwork and non-standardized processes is now a streamlined, transparent and PCI-compliant centralized gift processing system that reliably ensures donor intent and facilitates quick and easy fund dispersal into intended campus accounts. Join us as we share how we navigated this GREAT journey -- one that brought us from gift processing ground zero to CASE Grand Gold.
Dawn Roarty, PMP, MBA
Executive Director of Gift and Data Services Advancement Services
UC Davis

5:30 - 7:30pm

PRESIDENT'S RECEPTION - CELEBRATING 10 YEARS OF AASP
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Day 2 - Tuesday, October 31


7:30am - 4:00pm

REGISTRATION OPEN


7:30 - 8:30am

BREAKFAST ROUNDTABLES


8:30 - 9:45am

Breakout Sessions

Track: Leadership & Career Development

Every nonprofit organization has a mission, a vision, and values. These concepts help the organization explain the necessity of their work, their goals, and how they conduct business. But mission, vision, and values are concepts that can help ANY team come together to frame their work. In advancement services, we can incorporate a team mission, vision, and values so that every team member feels connected to your departmental mission, shares your departmental vision, and lives your departmental values. This presentation is more of a workshop - together, we will talk about how to frame our teams' work in terms of our own departmental mission, vision, and values. We'll brainstorm together some of the big picture concepts that help us connect our team members to our work, and then, in groups, we will each create a team mission, vision, and values for our own departments, using one another’s' expertise and great ideas. In the end, we'll each leave ready to go back to our organizations to present this framework to our teams, and be ready to lead a session just like this one with your entire team.
Vered Siegel CFRE, bCRE
Fundraising Systems Consultant
Blackbaud
Track: Technology & Trends

Current and past Presidents of AASP will share their perspective of how the advancement services industry has, is, and will continue to impact the changing world of philanthropy.
Thomas A. Chaves
Associate Vice President for Advancement Operations
St. Joseph's University
Gail A. Ferris
Asst. VP, Advancement Administration and Compliance
The George Washington University
Vicky H. Medlock
Associate Vice President for Advancement Operations
Augusta University
Anita Lawson
Director, Development Operations
Los Angeles Philharmonic Association
Track: Analytics & Reporting

This session will work through the explanation of the business need for membership reporting for our customer, the Cal Aggie Alumni Association, data integrity, business rule development, metric definition, data assembly for report development, and the deployment of an almost free technology, and of course the business impact from the creation of the new report suite.

The Cal Aggie Alumni Association (CAAA) boasts a constituent base of more than 240,000 UC Davis alumni, parents, friends, and partners. Although there were a number of membership reports in operation, they became less accurate over time. This left CAAA unable to be certain about who held memberships and the types they held. There was also no way for them to calculate renewal rates, track which kind of appeals earned the most memberships or to obtain reliable information about the revenue generated by different membership types.

After completing an intensive cleanup of the membership data, we leveraged our brand new data warehouse architecture to design an elegant CAAA reporting solution which is accessible via an attractive, web-based data visualization application: Microsoft Power BI. This project has enabled CAAA to conduct their membership acquisition and renewal activity via evidenced-based decision-making. Because good data is also good stewardship, CAAA can now take a more-donor centric approach to membership management and renewals.

This project has also been of benefit to us at Advancement Services, serving as one of the first proofs of concept for our new data warehouse and the Power BI system. Through the enhancement of our membership data and the implementation of cutting edge reporting tools and technical infrastructure, Advancement services is now ”powered up” to see our alumni, donor, and gift data in enlightening new ways.
Becky Ferguson
Director, Customer Service
UC Davis
Meg Padovani
Applications Programmer
UC Davis
Panel Discussion on current ethical issues and trends with small group discussions of various case studies.
Lynne D. Becker
Principal & Owner
eAdvancement Services
Josem Diaz
AVP, Advancement Services
American University
Gail Ferris
AVP, Advancement Administration & Compliance
The George Washington University
Martha Lauria, MBA
Director, Gift Administration and Donor Services
Memorial Sloan Kettering Cancer Center
Vicky H. Medlock
Associate Vice President for Advancement Operations
Augusta University
Necie Steward
Deputy Advancement Officer
Philadelphia College of Osteopathic Medicine
Best Practice
Track: Gift & Bio Administration

In 2015, the Smithsonian Institution completed a conversion to a pan-institutional Advancement system. The resulting new environment provided an opportunity to take a fresh look at Bio data management, data integrity, and data enhancement practices. As part of that process, the Office of Advancement at the Smithsonian conducted a survey of non-profit fundraising and membership organizations about their data quality and data enhancement practices, including detailed responses about over 20 data practices, from NCOA updates to phone appends to social media appends to gift likelihood modeling to surveys of constituent attitudes. All of that information, along with insights from other organizations, provides the basis of an update of the AASP Best Practice document on Bio Data Management. This session will present insights from the survey about the state of the art for data integrity and data enhancement practices in advancement. What are the most common of the surveyed data quality/enhancement? How often are they performed? How are the results reviewed and applied, and does it vary by the type of organization? How satisfied are organizations with their results? The sessions will also serve as an introduction to the new Best Practices on Bio Data Management document and include tips and tricks about making some of those practices as smart as possible.
Alan S. Hejnal
Data Quality Manager
Smithsonian Institution

9:45 - 10:00am

NETWORKING BREAK


10:00 - 11:15am

Breakout Sessions

Track: Leadership & Career Development

Even for the most talented individuals, the process of becoming a leader is a difficult, yet fulfilling, journey of continuous learning and self-development. The initial test along the winding road of leadership is so fundamental, it is often overlooked: how do we lead for the first time? Not addressing the needs of a new manager is a disservice to both the organization and the individual.

Given the significance and difficulty of the first leadership role, it is surprising how little attention has been paid to the experiences of new managers and the challenges they face. There are many publications and classes on effective and successful leadership, but very few address the challenge of learning to lead, especially for first-time managers. With a host of new challenges and responsibilities to tackle, new supervisors need training like never before.

Learning how to supervise employees on a trial and error basis can lead to discouragement. This presentation will help new managers overcome many of the supervisory problems a new or even an experienced leader may encounter. We will offer foundational theories and techniques for effective leadership. This presentation will also include volunteer activities from attendees.
Jonathan W. Brooks
Associate Director of Annual Giving
University of Houston
Track: Technology & Trends

Two areas in our industry that seem to be ever changing are technology and prospect research, specifically around tools and techniques. At Children's Hospital Foundation in Washington, DC, our Word based prospect research process has become a barrier for new data sources and work-flow requirements. Therefore, we developed a project to improve the efficiency of researching prospects, and search and sharing those results more easily. We will review our new cloud-based data warehouse used to manage the massive amount data, a full-text search engine to make finding information quick and easy, and "Bot" technology to synchronize data and automate tasks.
Lyn Rowland, MA
Philanthropy and Development - Director, Data Services and Business Analytics
Children's National Health System - Foundation
Track: Analytics & Reporting

Like many advancement services operations, our team had not made as much progress towards using analytics and data modeling for decision-support, engagement scoring, and prospect identification as we would have liked. The main reason why? Time. This presentation describes how our team transformed the way that our division interacts with our data.

With an emphasis on freeing up time to work on more advanced analytics, we went through a process of creating a constituent-centered self-service facility for advancement. The new facility reduced the volume and time dedicated to operational requests from Alumni Relations alone by 77%. In addition to freeing up our time, the new self-service strategy made our division more agile and strategic. Answers, insights, and (sooo many) lists that program staff used to have to wait up to 10 business days to see, they can now get in a couple minutes themselves. They also have the freedom to explore and discover insights they may not have even set out to find.

This presentation will share our journey and include real-world applicable ideas and strategies in the following areas:

Strategic Workload Management
We will show how we were able to improve the management and tracking of our operational workload. We will demonstrate how our switch to a more advanced ticketing system gave us insight into where our limited time was being spent and allowed us to focus our work as strategically as possible.

Making Data Accessible
We will share the approaches we used to dramatically improve and simplify population selection, and how it made our self-service facility user-friendly while increasing consistency and reducing errors. We will describe how we created a data dictionary to track and define all of the different data points and variables we make available in our reporting tools. The data dictionary functions as an official human-friendly record of our shared definitions and business rules, as well as the technical specification (SQL) for exactly how we arrive at each value. We will talk about our strategy for creating a single source of data transformation that can be re-used in multiple reporting tools while centralizing business rules management.

Flexible Visual Data Discovery
We will demonstrate our web-based self-service facility called ”CAS” (Constituent Analysis and Selection), and show how visual discovery can serve operational tasks as well as provide insights to empower users.

Results and Lessons Learned
We will share the things we learned from our process and the results of our product-including our metrics around success, and how that (positively) impacted the operational workload of not just our team, but the whole division. We will also talk about the overall iterative process we used, and how we were able to engage advancement staff in a true collaboration resulting in shared ownership.
Benjamin Costello
Director of Advancement Services
Ithaca College
Best Practice
Track: Prospecting Development & Donor Relations

In this session we will share real examples of how stewardship was put into place and used to motivate donors during Illinois Tech’s recently completed six-year, $250M campaign. From recognition and events to reporting, we will discuss the implementation and management of our stewardship plan - and show how we provided excellent stewardship every day of the campaign.
Carrie Casper
Senior Director, Campaign and Donor Engagement
Illinois Institute of Technology
Track: Gift & Bio Administration

We'll discuss the ramifications of "garbage in, garbage out" and outline 10 steps toward building a comprehensive data integrity program. We'll explore how to mitigate potential data entry errors and how to identify and write an extensive set of data integrity queries for any transactional system. Attendees will be provided with specific examples of data integrity pitfalls and instructions for building a wide array of error-checking reports. (This was a hit at the 2016 AASP presentation! If you missed it last time, here's your second chance! If you were able to attend, we'll be adding new material this year, including some hands-on demonstrations of building some quick and easy data integrity queries.)
Nadine Francis
Senior Director of Advancement Services and Information Systems
Pomona College

11:30am - 1:30pm
Keynote Address and Luncheon

AASP RECOGNITION AND BUSINESS MEETING LUNCHEON

12:30 - 1:30pm:
Eat, Pray, Give: An Exploration of Generosity and Gratitude in a Changing World

The Dalai Lama said "Once a year, go someplace you've never been before." The donor guru lives by that very directive. Join Lynne as she tours you through a world of culture and custom. See how gratitude and giving manifest globally and generationally. We will discuss cultural mores and work to understand the expanding world is flat phenomenon of global and generational giving. From Italy, Singapore, Bali, Israel and more; from millennial to silver surfer, take a journey into the heart of generosity and how we can shape the future of gratitude.

Lynne M. Wester
Founder and Principal
Donor Relations Guru®

1:30 - 2:45pm

Breakout Sessions

Best Practice
Track: Leadership & Career Development

Advancement organizations make better decisions when they have strong leaders in advancement services. However, building a leadership talent pipeline for advancement services professionals requires strong executive team buy-in, solid recruitment outreach, leadership skill building and professional development, as well as nuanced career mapping and retention strategies. Chelsey Megli (Director of Talent Management, University of Oregon Advancement) and Merrell Milano (Senior Associate, Bentz Whaley Flessner) will lead this interactive session on industry best practices and new ideas for finding strong advancement services professionals, growing and proactively positioning them within advancement organizations, and empowering advancement services and operations teams and leaders in decision-making and innovation. Come for a focused discussion and sharing of tools around four key areas: - defining the leadership role of advancement services at an organization - establishing strategy for hiring well and career growth - anticipating skill gaps and creating learning opportunities that drive success - breaking down communication, perception, and structural barriers between frontline fundraisers and operations teams Throughout the session industry best practices and programs will be shared. We will share lessons learned from featured institutions and new practices such as building advanced means of calculated operations ROI, beginning career planning at the assistant level, integrating development decision-making with advancement services strategy and data, utilizing engagement measures to talk about team health, and utilizing advancement services professional pathways to meet institutional diversity and inclusion goals. Come prepared to share your own challenges in growing advancement services talent and participate in a broader brainstorming around which leadership qualities are most critical for advancement services success.
Chelsey Megli
Director - Advancement Talent Management
University of Oregon
Merrell Milano
Senior Associate
Bentz Whaley Flessner
Track: Technology & Trends

Notre Dame raised over 25,000 gifts utilizing a unique way to engage their young alumni through voting and gamification. The number of gifts received for their Giving Day is considered the largest within higher education. The day of giving campaign involved nearly 900 campus groups using a fully integrated crowdfunding technology platform. One of the goals for Notre Dame was to give everyone that contributed a gift the feeling that their gift, regardless of how small it was, impacted Notre Dame Day the same way any larger gift would. In our presentation, we'll share how Notre Dame distributed their challenge match using voting and gamification between the campus groups. We will also cover how this strategy can be implemented through Annual Giving and unrestricted giving campaigns as well. Attendees will receive insight into their own giving day strategy and how they can leverage technology to deepen audience engagement.
Troy J. Ritchie
Sr. VP of Sales & Marketing
Amplo Advance
Edward Behringer
Founder-Chief Technical Officer
Amplo
Best Practice
Track: Analytics & Reporting

Solid information management and reporting is critical to a successful comprehensive campaign. This presentation outlines a case study of how Butler University assessed the current state of its systems and reporting infrastructure and developed a roadmap for stepping into a new shared vision for utilizing data and reporting to drive decisions and align reporting with key performance indicators. The presentation will include the assessment process, roadmap development and success stories six to eight months afterwards. Key topics include developing a shared vision for data management, prioritization of reporting needs, implementing a self-service model and developing a thorough training program.
Michele Miller
Executive Director, Advancement Services
Butler University
Track: Prospecting Development & Donor Relations

Discovery work can be exciting but can also present some challenges. This presentation is a case study of the prospect research and management team at the Planned Parenthood Federation of America and the Planned Parenthood Action Fund, which launched an innovative, data-driven discovery program in the spring of 2015 after conducting an extensive wealth modeling and screening. Attendees will hear about the challenges and learning opportunities they encountered when they embarked on changing the culture of outreach. Participants will hear how the team approached discovery work by harnessing data, research, and prioritizing outreach efforts and will become better equipped to implement similar endeavors in their own shops.
Erika M. Yanez
Associate Director, Prospect Research
Planned Parenthood Federation of America
Megan Heister
Director, Research & Prospect Management
Planned Parenthood Federation of America & Planned Parenthood Action Fund
Best Practice
Track: Gift & Bio Administration

A campaign offers many opportunities for advancement operations staff to assess current advancement business processes, identify areas of opportunities prior to the launch of a campaign and ultimately build more integrated functions within an advancement unit during the implementation of a multi-year campaign. This session will walk through the many phases of campaign planning where advancement operations staff have the opportunity to collaborate, lead and positively impact various stages of the campaign plan.
Monica M. Keith
Director of Advancement Operations
Colby College

2:45 - 3:15pm

NETWORKING BREAK


3:15 - 4:30pm

Breakout Sessions

Nonprofit organizations and new leadership often enter the arena with bold ideas and an expansive vision of the future. In order to reach those objectives more money is required and that usually falls on the development office. Learn how two organizations in different verticals and markets introduced culture change and operational plans that have and are moving them to the next level. And it all started with insight and understanding of their constituent base and donors.
Rhonda K. Arsenault
Associate Vice President for Advancement Services
Virginia Tech
Adam Gafke, CFRE
Executive Director, Development Operations
Hoag Hospital Foundation
Scott R. Lange
Vice President
Grenzebach Glier + Associates
Track: Technology & Trends

Annual giving is evolving at an incredible rate. New technology and reporting methodology has changed the game in a big. The days of "mail big, call big, and you are good to go" are ending. Crowdfunding, social media, text (sms), and mobile engagement, are just a few "new" channels that are taking hold in the industry. How does all of this affect the advancement professional? As annual giving operations often take up a lot of bandwidth within advancement service shops, there are great benefits to being exposed to operational dynamics and reporting mechanics in provisioning data and support for such programs. We will also take a look at policy considerations...like those related to the counting, gift acknowledgement/stewardship, and the recognition of donors for participation rate purposes.
Randy A. Kinder
Senior Director of Annual Giving
University of Alabama at Birmingham
Track: Analytics & Reporting

As our understanding of data evolves, and we engineer our systems to house that information, it is critical to think about how we consume the information that we collect. Our report inventories grow with our changing needs, reporting tools churn out and deliver spreadsheets and PDFs, and we need more and more time to consider the information presented to us. I propose instead, a methodology for rethinking how we digest our data; a way to rely less on reports to drive our decision-making. In this session, I will discuss the emergence of Information Delivery: a methodology of displaying the data in a way that informs and encourages immediate action. With static reports, we are limited to only the information on the page. As fundraising practices change, reports must also adapt, and we are left with a virtual library of hundreds of reports. When sifting through, it is apparent that many are outdated, unused, or completely unfamiliar to our teams. If these reports have a life span, and include static information in a real-time environment, how helpful are they really? When an opportunity arises to update our reports, it's time to rethink how we receive and interpret our data. The most important question to be answered is: What do we DO after we receive the information? The way we present information, the way we access it, the way we interpret it, and what we do next can become the difference between an organization viewing their data, and an organization using their data. Giving our staff the full story, and an opportunity to do something about it, will also contribute to expanded system adoption, information sharing and transference, confidence in the data, and transparency organization-wide.
Kate Nimety
Principal Consultant
BrightVine Consulting
Best Practice
Track: Prospecting Development & Donor Relations

Advancement services and prospect development can be equally guilty of working in silos and being distanced from our frontline peers. How can these teams work together to overcome these misconceptions? Prospect development can assist by enhancing projects and initiatives across Advancement Services. As super users of the database, Prospect development’s daily work results in well-cultivated relationships with frontline development officers. Our understanding of a development officer’s psyche can help inform final deliverables and help translate client needs into technical specifications. Come hear some mini-case studies from two Prospect development professionals and learn how you too can harness the abilities of your resident trivia geeks, excel gurus, and process nerds.
Lindsey M. Nadeau
Associate Director, Presidential and Principal Gifts Research
George Washington University
Bond Lammey
Managing Associate
Bentz Whaley Flessner
Best Practice
Track: Gift & Bio Administration

During this session, we will discuss best practices in campaign counting with a presentation of CASE counting standards. We will discuss importance of standards within a campaign as well as across the industry, setting a clear timeline, basic principles of cash reporting v fundraising, counting pledges and pledge payments in established payment period, including handling for those pledges already counted in a campaign as well as those that fail to realize due to donor cancellation or write-off by the organization's policies. We will also cover advance gifts, types of gifts, especially valuing revocable and irrevocable instruments, exceptions and exclusions.
Amy L. Marks
Director, Membership Development & Donor Services
Houston Public Media
Mark Walcott
Director, Advancement Information Systems & Reporting
University of Houston

4:30 - 5:00pm

NETWORKING BREAK


4:30 - 5:30 p.m.

PANEL DISCUSSION

Best Practice
Campaign Best Practices Panel

Members of the AASP Best Practices Committee and area experts will present a panel discussion on the AASP Best Practices for planning for, designing, and implementing a capital campaign in your organization. For this panel discussion, we will address the best practices across all aspects of the advancement services realm, coinciding with the release of a suite of campaign Best Practices.

Brought to you by:

Meredith Hancks
Director, Prospect Research & Management
Western Illinois University

6:30 p.m.

NETWORKING DINNERS



Day 3 - Wednesday, November 1


7:30am - 12:00pm

REGISTRATION OPEN


7:30 - 8:30am

BREAKFAST ROUNDTABLES


9:00 - 10:15am

Breakout Sessions

Track: Leadership & Career Development

In advancement services, we face the need to make major changes on a regular basis-- sometimes these are driven by our institutional leadership, at others by the opportunities of new technology. Whatever the challenge, our first instinct is to create an action plan to figure out what to do. Excellent first step! But to ensure that the change we envision will be positive rather than destructive, and will move us forward rather than setting us back, we must take into account not only obvious action plans but also how the change will affect the people and teams involved. Changing hearts and minds is critical to success at any level, and change management theory provides a guide to this delicate and complex process. When done well, it can drive significant transformation for an organization, a team, or even a relatively simple business/workflow process. During this session, we will discuss the key elements of change management theory, and--more importantly-- their practical application to several of the most common changes faced and managed by advancement services professionals:
  • A database conversion or upgrade
  • Introduction of a new prospect management program
  • Design and implementation of a new workflow or business process
Participants will leave the session with a solid grounding in change management theory and methods, with a pragmatic understanding of their application to real-world advancement services/operations challenges, and a sense of how to successfully implement these ideas in their own workplaces.
Susan Faraone
Senior Consultant
Aspen Leadership Group
Christina Pulawski
Associate Vice President, Campaign Management and Information Strategy
Art Institute of Chicago
Leslie Taylor Gonnella
Chief Operating Officer & Campaign Director
The University of Chicago Booth School of Business
Track: Technology & Trends

As operations professionals, we love solving problems and increasing efficiency. SOS Children’s Villages processes just couldn't keep up with our growing data volume and we saw an opportunity to transform our operations. Come hear how SOS is working with Frakture to future proof operations, automate data tasks, and capture new data sources in a warehouse. In this session, we will dive deep on using the latest technologies to keep up with this ever changing industry.
Chris Lundberg
CEO, Co-founder
Frakture
Track: Analytics & Reporting

In the Big Data era with sophisticated tools for analysis readily available, development must embrace a three-legged framework within which data analytics merges with knowledge management and strategic thinking to move our organizations forward. Every organization, regardless of size, that does fund-raising has lots of data. If you think your organization is lacking data, you are probably really lacking information (organized data), knowledge (information that is actionable) and a clear fundraising strategy. The lure of undiscovered prospects waiting to be found in organizational Big Data is a powerful pull on our resources. Indeed, your next big donor is most likely already a constituent of your organization. However, data crunching alone will not advance your fundraising efforts. You must manage your organizational knowledge to use the results of analytics to meet the objectives of your fundraising strategy.
David M. Sterling
Director of Advancement Operations
Western New England University
Track: Prospecting Management & Donor Relations

Bryant University is nearing the end of a successful capital campaign, and I will present the evolution of prospect management from the onset of the campaign. In the beginning - a highly organized, though somewhat complicated system of prospect management with the potential of a highly effective program. At present - a highly organized, flexible, dynamic and robust system of prospect management incorporating newer technologies and possessing 100% VP support, enabling easy transition to trustee reporting. Join me as we examine this progressive journey!
Lisette Clem
Director of Advancement Services
Bryant University
Track: Gift & Bio Administration

Records management and the demands on our data offerings are changing rapidly. In the last couple of years, we have seen a dramatic shift on how we maintain our records and acquire new data. This session will be a case study based on specifics implemented at the University of Georgia in the last 4 years. With a focus on our end users, Development Officers, we have partnered with our IT Department, Research, Prospect Management, Stewardship, and other vendors to change our priorities in our constituent records department. We will be reviewing the pros and cons of such business process changes as distributed record updates, data entry metrics for quantitative assessments of team members, evolving from data management to relationship management, and linking with vendors to obtain ”big data” to help the organization in their mission. There is a lot to cover in this session so come with your own examples and questions to be ready to dig into the details of data management which will help all of our organizations meet our changing business needs.
Derek W. Clark
Senior Director of Advancement Services
The University of Georgia

10:15 - 10:45am

NETWORKING BREAK


10:45 - 11:30am

PANEL DISCUSSION

How Does Your Organization Stack Up? Results of the 2016 AASP Staffing Survey
During this session, we will provide a comprehensive review of the results of the Fall 2016 AASP Staffing Survey.

Brought to you by:

Michelle R. Hussey
AVP Advancement Services
The University of Alabama at Birmingham
Jason Boley
Senior Associate
Bentz Whaley Flessner

12:00pm

MEETING ADJOURNS