Join us at the 2020 Washington D.C. Symposium on Monday, March 16!
|Early Bird Rates
Early bird rates available on/before February 18, 2020
Standard rates begin after February 18, 2020
* To pay by check, please download a hard copy of the registration form (PDF) and mail or fax it to the office.
Session Topics & Speakers
It’s All About the Data
John H. Taylor, Principal, John H. Taylor Consulting, LLC
We would not have our jobs if it were not for data. However, collecting the right data can be elusive. In this session, we will emphasize the importance of data. More importantly, we will discuss what constitutes essential data and what advancement services can do independently to collect and maintain that data. But we cannot succeed in capturing critical data alone; therefore, we will focus on how to foster an institutional approach for advancement data.
John is the Principal of John H. Taylor Consulting, LLC, an independent advancement consulting practice. He has served in various consulting capacities since 1994. Since 2016 he has also been a partner with Alexander Haas, an Atlanta-based fundraising consulting firm working on numerous significant projects requiring John’s skills and areas of expertise. John served as both Associate Vice Chancellor for Advancement Services and Interim Campaign Manager at North Carolina State University. He previously was the Vice President for Research and Data Services at CASE. Before that, John was the Director of Alumni & Development Records at Duke University for nearly 15 years. He holds a BA in Mass Communications and Socio-Political Change from Vanderbilt University, and a Certificate in Nonprofit Management from Duke University.
John formed one of the largest advancement-related listservs in the world, FundSvcs, with nearly 4,000 subscribers. He has spoken at hundreds of conferences internationally, receiving the CASE Crystal Apple Award for outstanding teaching. John is the founder, current member, and Former President of the Board of the Association of Advancement Services Professionals. He received the aasp Jonathan Lindsey Lifetime Achievement Award in 2012 and named as a CASE Laureate in 2019. John was the editor for all three editions of the CASE Advancement Services book and served in various editorial capacities for the 3rd, 4th, and 5th editions of the CASE Guidelines. John resides in Durham, NC, with his wife and children.
Document Imaging: Gift and Bio Source Document Access for Advancement
Amy J. Phillips, Director of Advancement Services, Gift Acceptance, The Catholic University of America
Amy J. Phillips is Director of Advancement Services, Gift Acceptance for Institutional Advancement at CUA in which role she manages all aspects of gift processing and reconciliation. Amy is an active member of the Association of Advancement Services Professionals for which organization she served as a member of the inaugural Board in addition to being both a Founding and Charter member; she served on the Membership committee for 10 years and is currently active on the Program committee for the annual aasp Summit conference. Amy has provided presentations for many professional development organizations in addition to aasp including CASE and ADRP and also various user communities for solutions including Millennium, Advance, and others. Outside of work, Amy has a passion for music, is an avid reader, huge movie fan, amateur author, active crafter and an aficionado of a broad spectrum of kitchen tools and toys!
Who Cares About Addresses, Anyway? (and Why It Should Be You)
Alan S. Hejnal, Data Quality Manager, Smithsonian Institution
If there is one piece of data that is boring, it’s postal addresses, right? You maybe validate new addresses as they’re entered, and you run preferred addresses through NCOALink processing every 95 days, and you’re done, right? Well, it’s a start, but there are real benefits to taking your address data to the next level. Are all the addresses in your database verified and standardized? What do you do when an address fails verification, and why should the USPS “Look Up a ZIP Code” page be one of your best friends? Are you moving snowbirds back and forth twice a year with NCOA? Do you know when spouses move to different addresses, and what do you do about it? Do all your addresses in multi-unit buildings include the unit? Is your name information messing up your NCOA results? Are you getting exception files from your NCOA vendor, and why would you want to? Do you look up addresses when the go bad, or do you proceed more strategically? Are you sending past addresses to NCOA when you don’t have a current address? How can address data of sufficient quality streamline advanced duplicate-checking, and how good does it have to be? We’ll take a deep dive into improving address data, with a particular focus on leveraging NCOA processing and address verification/standardization, with U.S. postal addresses as the focus. Bring your own questions!
Alan S. Hejnal currently serves as the data quality manager in the Office of Advancement of the Smithsonian Institution in Washington, DC, where he has primary responsibility for records management for the 1.5-million record database that serves the world's largest museum, education, and research complex, with 19 museums, 9 research centers, and affiliates around the world—and a zoo!
Alan has been an advancement services professional for more than 30 years, at institutions including the University of Oregon Foundation, the University of Richmond, Gettysburg College, Marquette University, DePaul University, and the Claremont Graduate University. In a variety of roles, he has managed gift processing, records management, reporting, and prospect research, and has led the implementation of advancement systems at several institutions. He has served as the liaison between Advancement and Information Services, and has gone back and forth between being the person in Advancement who understands something about Information Services, and being the person in Information Services who understands something about Advancement.
Alan has had a particular interest in the standards and regulations that apply to Advancement, and is a regular participant at aasp and CASE conferences on related topics, as well as an active participant in the FundSvcs community. He is enjoying his current role of—in the words of a former colleague—“being the person who wakes up in the morning and thinks, ‘How can I make our data better?’”
Alan holds a bachelor of arts degree in mathematics from Hobart and William Smith College, a master of arts degree in mathematics from The University of Michigan, and a master of arts degree in religion from Claremont School of Theology.
Integrating Prospect Data for Advancement
Anne Dean, Managing Director, Research & Relationship Management, George Washington University
Prospect data becomes exponentially more powerful when integrating traditional CRM-based components with other data components, such as contact report text mining, social media engagement, and wealthy neighborhood intelligence. In this session, attendees will learn about the partnership between technical services, prospect development, and vendor (EverTrue) to ultimately help identify and push unique prospects for niche, cross-collaborative projects to gift officers for action.
Anne is the managing director, Research & Relationship Management at George Washington University, leading a team of 14 that provides prospect research and relationship management services to a division of more than 200. Prior to coming to GW in 2012, Anne worked in UC San Diego’s External Affairs and Development Research offices. A regular speaker with Apra, CASE, and aasp, Anne is currently the membership director and interim treasurer for Apra Metro DC, chair of Apra International’s Online Curriculum Committee, and a member of Apra International’s Leadership Task Force. Anne earned her BA in economics, magna cum laude, from Vanderbilt University and completed a certificate in Work Leadership from UC San Diego.
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