Thank you for joining us. See you next summer!

July 18, July 25 and August 1, 2023

12:00 PM – 4:00 PM ET

Building Great Relationships

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 to deep dive into key areas of Building Great Relationships

Day 1 | July 18: Internal Partnerships  What are your partnership mechanisms with your development programs (pipeline management, portfolio optimization, sharing analytics to drive decision-making)? Advancement services has many of the answers, but how do we get other areas within advancement to best utilize information developed in advancement services?  How can advancement services get in front of these partners to share information and drive better decision-making more effectively?  

Nadine Francis | Betterverse Consulting will be presenting 'Failure to Plan Is Planning to Fail'

Eric Valdescaro | The University of Memphis will be presenting 'Strategic Planning for Organizational Change'

Panel Discussion | Managing Change with Internal Partners
     Join us for a lively panel discussion with three senior AS professionals including Vicky Medlock, Mark Longo, and Michael Halverson, and hosted by Amy Phillips. This session will focus on strategies for change management in engaging with our internal division partners. 


Day 2 | July 25: Intra-Institutional Partnerships – How do you establish and improve communication among your institutional partners? How do you communicate the need for information sharing? What mechanisms or approaches have you put in place to facilitate efficient communication? What approaches do you use to better understand the priorities of these partners and create opportunities to exchange value through partnership? 

Jay Ballinger | Sutter Health will be presenting ' Intra-Sutter Health Partnerships: Trust, Reliance, and Economies of Scale'
     Sutter Health Philanthropy has an integrated advancement services operation where the System Office supports over two dozen foundations, hospitals, and care centers. Several campaigns are active at any given time, and there are thousands of funds defined across the enterprise. Learn how intra-Sutter Health partnerships are the key reason behind the success of fundraising and fund releases.

Brooks Hull | Texas State University will be presenting 'Cross Campus Collaborations'
     Join us for a presentation on strategies for creating and stewarding your relationships with colleagues on campus.  These critical coworker allies work closely with Corporations and Foundations and your constituency in various roles including vendors, sponsors, advertisers, etc.  Their buy-in eliminates silos and creates synergies that promote your organization as a community leader and a valuable partner.

 Panel Discussion | Driving Change with Strategic Partnerships: Transforming the Status Quo
     Leading organizations’ future will be shaped by innovative business models; emerging technologies; and new approaches to growing revenue, engaging with constituents, and delivering on mission. This all starts with internal alignment and willingness to change the status quo.  Join the USO (United Service Organizations) with GG+A consultants, hosted by Sabre Leek, to discuss how to transform your organizational culture with these new approaches.


Day 3 | August 1: Extra-Institutional Partnerships  How do you set up clear expectations with your vendor/consultants? How do you ensure you are getting the full value of the relationship?  Are you getting training, access to resources, and peer groups? How do you create a balance between accountability and full utilization of services? How to get your staff to feel more confident and assertive? What mechanisms are used to create positive feedback when getting value from the partnership, instead of always focusing on the issues - affirmation? 

Carrie White University of Cincinnati Foundation will be presenting 'What do you mean Advancement Services has to be involved?"
     Examining the reality and debunking the myths of Advancement Services roles in driving Advancement results and how to partner to success

Isaac Shalev | Sage 70 will be presenting on Strategies for RFP Success.
     Technological innovations have had a dynamic impact on how nonprofits now assess best options for managing the information they capture and maintain. The days of a single system being used to support an entire advancement operation have all but faded into the sunset. Isaac Shalev will serve as our guide through current tactics for developing an effective RFP which your organization can use to select the best next system(s) on which to build and then grow your fundraising operations.  

 Panel Discussion | Board Development
     Exploring advancement's role in supporting board relations and governance through productive relationships that promote the organization's mission.


Registration Rates 

  • aasp Members: $275 - now $184
  • aasp Non-Members: $375 - now $250
Register Now

 Registration is now closed.

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