July 23, July 30 and August 6, 2024

As we are called upon to meet the needs of a changing advancement landscape, aasp's Summer Workshop Series Deep Dive will provide strategic direction to address the technology, processes, data, and people needed to create a resilient organization while meeting the challenges ahead.

Join us virtually over three weeks this summer to dive into our theme, Navigating the Digital Age.

Additional details coming soon. Keep checking back.

Day 1 | July 23

Session 1: Technology Governance and How to Lead the Way – Come learn more about Technology Governance; why you need it and how to implement a program at your institution. Learn how this differs from data governance and the importance of implementing a structure to align resources with business priorities. Learn about technology governance and how to lead the way in implementing a program.

Terry Callaghan | Zuri Group, Associate Vice President, Management Consulting

Wayne Combs | CHOC Children's Foundation, Associate Vice President, Operations

Session 2: Strategic Planning for Best Use of Technology – 

Deb Cunningham | MIT, Executive Director, Strategic Information Management

Mark Walcott | Emory University, Assistant Vice President, Technology and Business Intelligence

Panel Discussion | Navigating the Now – Stories from the Field
Join panelists LaKiesha Gayden, Turner McCulley, and Stephanie Norton for a discussion on Navigating the Now. Progressing toward a state of smoothly operating technology based on sound strategic planning and guided by clear standards of governance takes resources, effort, and time. While we work through that evolution, supporting our partners through our current realities requires creativity, determination, and patience. In this session we’ll hear from colleagues who have lived through these transitions, and hear how they made that work.

Day 2 | July 30

Session 1: Data Management: Vision, Strategy, and Partnerships

• Understanding your current ecosystem; single source of truth, non-CRM source, direct marketing, digital databases, and vendor dependencies
• Document your vision of a 360 holistic view integrated constituency model
• Define and engage institutional, and external partnerships to support your vision
• Strategies to deploy to achieve your vision
• How do you absorb data? What are your options considering your internal and external resources for data management? How are institutions leveraging it with newly added data and metadata strategies?
• Partnerships with IT, and external counsel?

Josem Diaz | United Service Organizations, Vice President, Development Business Operations

Mary Carole Starke | Huron and GG+A Global Philanthropy, Vice President

Session 2: Data Management: Supporting the Vision

• Data governance reminder from Day 1
• Data collection: internal sources, i.e., surveys, contact reports
• Data collection: external sources, i.e., data appends, wealth screenings
• Data standards, data integrity, data hygeine

Mary Carole Starke |  Huron and GG+A Global Philanthropy, Vice President

Panel Discussion | Solving Data Issues