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Pre-Summit Sessions

Newcomer’s Session


Monday, October 30 | 8:30 – 11:30am
New to the industry? Join others who are beginning their careers in advancement services for breakfast and a presentation tailored specifically for you on Monday morning, before Summit officially kicks off. This session will cover the ins and outs of advancement services: from where you fit, to the responsibilities of your role. Industry leaders will explain best practices for newcomers to the field.

Being of Service While Navigating Multiple Priorities
Presenter: Karen L. Greene, Senior Consultant & Principal, Marts & Lundy
Presenter: Michele Miller, Executive Director, Advancement Services, Butler University

The daily patois in Advancement Services is filled with requests which often compete for scarce resource time and attention. Learn how Advancement Services can successively manage its business, engage its clients, and feel better supported when everyone shares in the prioritization of its projects and requests. This session within the Newcomers series will focus on strategies and processes that help everyone (managers and folks in the trenches) understand the choices to be made and clarify which requests are important and urgent; and along the way make prioritization a priority!

After this presentation, you'll be able to:

  1. Determine how your Advancement team might benefit from effective decision making and prioritization
  2. Understand how to develop decision making criteria and methodology for evaluation
  3. Identify the roles needed for making prioritization recommendations
  4. How to seek buy-in from leadership
Newcomer’s Session Panel:
  • Dr. Wayne Combs, Assistant Vice President, Administrative Services, CHOC Children's Foundation
  • Gail Ferris, AVP, Advancement Administration, The George Washington University
  • Lynne Becker, Principal, eAdvancement Services

Cost: $95, includes continental breakfast

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Executive Session (by invitation only)*

Monday, October 30 | 8:00am – 12:40pm
Those in positions of leadership are invited to hear new ideas and share perspectives during our Pre-Summit Executive Session. The four-part event will include an interactive activity with discussion, a keynote presentation on change management, an expert-led panel discussion, and a networking luncheon.

Schedule of Activities 
8:00-8:15am             Introductions 
8:15-9:30am             Activity and discussion on "Audacious Philanthropy" 
9:30-9:40am             Break period 
9:40-10:30am           Keynote Presentation: Nancy McKinney, University of California, Berkeley on
                                 "Effective Change Management"
10:30-11:30am          Panel of experts on the role Advancement Services can play in
                                 "Impacting the Changing World of Philanthropy"
11:30-11:40am          Break period
11:40am-12:40pm     Networking lunch 

Executive Session Panel: 

  • Carrie Dahlquist, Director of Strategic Information Services, Campbell & Company
  • Diane Knoepke, Vice President, The Alford Group
  • Jon Thorsen, Associate Vice President of Development, Advancement Services, George Washington University

Panel moderated by: Anita Lawson, AASP President and Director of Development Operations, Los Angeles Philharmonic Association

Activity and Discussion led by: Shomari White, AASP Vice President and Associate Vice President, Foundation Business Operations, Children's National Medical Center

Cost: $175, by invitation only. Includes continental breakfast and lunch.

KEYNOTE PRESENTATION: Effective Change Management

Keynote Presenter: Nancy McKinney, University of California, Berkeley

Change management is about transitioning individuals, teams, and organizations by redirecting resources, business processes, and operating models. In this presentation, participants will learn two models of change management – Linkage’s Six Stages of Successful Change, which is both an approach to assessing readiness for change as well as a roadmap for managing change, and William Bridges’ Transition Model, which focuses on leading people impacted by change through three phases of transition.

After this presentation, you'll be able to:

  1. Identify whether or not your organization is ready to implement change
  2. Determine areas you need to focus on to increase the probability of successful change management
  3. Understand how members of your teams experience change

*If you are an AASP member in a position considered director-level and above, but did not receive an emailed invitation with a link to register, and would like to register, please reach out to us at


Donor Relations and Engagement Workshop


Monday, October 30 | 8:30 – 11:30am
Dr. Meredith Hancks, Director of Prospect Research & Management, Western Illinois University (lead)
Lisa Domkowski, Director of Individual Giving, Northeastern Illinois University
Eliza McNulty, Stewardship Manager, YMCA of the USA President, Association of Donor Relations Professionals
William Nalley, Director of Development, University of Illinois at Chicago College of Medicine

Are you a management-level advancement services professional who wants to have a deeper understanding of donor relations and engagement? Join our small-group, pre-conference session to work on case studies with peers in your industry. In this interactive session, you will discover how different aspects of donor engagement can help your organization truly make an impact on the changing landscape of philanthropy. With a team of experts from analytics, donor relations, and frontline fundraising, we will explore the many angles that a successful donor engagement strategy should consider.

After this workshop, you'll be able to:

  1. Use data mining to identify the best donors to engage
  2. Develop worthwhile engagement plans
  3. Identify who within your organization is responsible for various aspects of donor engagement activity

Cost: $95, includes continental breakfast


Data Analytics and Business Intelligence Workshop


Monday, October 30 | 8:30 – 11:30am
Led by: Dr. Mark Walcott, Director of Business Intelligence at University of California, Davis
Panelists: Daniel J. Allen, PhD, Vice President, Office of Advancement, DePaul University
Joshua M. Birkholz, Principal, Bentz Whaley Flessner
Joshua LaBorde, Director of Philanthropy Technology & Gift Services, The Art Institute of Chicago
Karin McDowell, Prospect Research, Gifts, and Record Services, Illinois State University
Sarah Thomas, Director of Donor Services, North Carolina State University

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. With a team of experts from analytics, donor relations, and frontline fundraising, we will explore the many angles in which data analytics can enhance your operations.

Learning Objectives:

  • Data Analytics – What does it mean for Advancement Services?
  • Building Scoring Models (BYOD)
  • Turning Analytics into Action (Dashboards/Visualizations/Machine Learning)
  • Table topics discussion during breakfast: Data Analytics – What does it mean and how has your organization leveraged its use?
  • Creating Scoring Models (A Basic Framework) - BYOD
    • Predictive Major Donor Score
    • Engagement Point System
  • Getting Started with - Dashboards and Visualizations
  • Exploring the uses for Data Analytics in:
    • Frontline fundraisers (Dashboard / Reports / Etc)
    • Gift accounting / receipting / acceptance (Gift Entry Performance )
    • Prospect research / management (Prospect Identification and Pipeline Metrics)

Cost: $95, includes continental breakfast