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2018 Atlanta Regional Symposium
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3/30/2018
When: March 30, 2018
7:30am
Where: Georgia Institute of Technology, Scheller College of Business
800 West Peachtree, NW
Room 314
Atlanta, Georgia  30308
United States
Contact: Emma Day
312.265.3749


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AASP Atlanta Regional Symposium
March 30, 2018
7:30am - 6:30pm
Georgia Institute of Technology
Scheller College of Business, Room 314
800 West Peachtree, NW, Atlanta, Georgia 30308


Pricing

Members
By February 28: $105
After February 28: $115

Nonmembers
By February 28: $135
After February 28: $145

 

Event Details

Host and Chair: Dwight D. Dozier
Site Conference Coordinator: Emma Nix

Program Details

A continental breakfast will be provided at 7:30am. The educational program will run from 8:30am-5:15pm, followed by a networking mixer at the Georgia Tech Hotel and Conference Center. The suggested attire is Business Casual.

Speakers and/or Panel Participants will include:

  • John H. Taylor: Principal, John H. Taylor Consulting, LLC, Partner, Alexander Haas
  • Ginger Kane - Vice President of Community Happiness, Uprising Technology
  • Mark DeFilippis – Director of Prospect Development, The Nature Conservancy
  • Diane Williams, Development Operations Manager, Morehouse School of Medicine
  • Irena Politzer, Director of Research & Analytics, Children’s Healthcare of Atlanta Foundation
  • Chris Cannon, President, Strategic Services, ZURI Group

Hotel Recommendations:

Georgia Tech Hotel and Conference Center
800 Spring St NW, Atlanta, GA 30308
Phone: (404) 347-9440

Parking Information

Parking is available at the Georgia Tech Hotel and Conference Center



Program Schedule

7:30 - 8:30am
Registration, Breakfast, Networking

8:30 - 8:45am
Welcome & Introductions
Dwight D, Dozier, CIO, Georgia Tech Foundation


8:45 - 9:45am
Session One – Prospect Development: It Takes a Village…Bridging Organizational Gaps to Establish Impactful Partnerships

Presenter:
Mark DeFilippis, Director of Prospect Development, The Nature Conservancy


In a highly decentralized global organization, silos can go up fast and tall. Additionally, diffuse organizational structures - especially for functional areas like Advancement Services or Prospect Development - create additional hurdles for effective collaborations.

This session explores these challenges and other roadblocks to establishing potent alliances within the Advancement Services space or beyond the traditional AS umbrella. How can we better recognize existing opportunities, or more importantly create new ones? Our institutions and organizations cannot afford to leave this problem unsolved. Through real examples of collaboration - both large and small - we hope to find answers to this dilemma.

About the Presenter: Mark is the Director of Prospect Development at The Nature Conservancy. In his role, Mark currently leads prospect research and pipeline development for global principal and strategic giving at the Conservancy. Previously, Mark was director of advancement research and prospect management at the University of Georgia, where he served on staff for more than 11 years.

He is a Founding Member of the Association of Advancement Services Professionals. A former APRA-GA president, Mark served two terms on the APRA International board, and is an APRA Distinguished Service Award recipient. He is a frequent speaker having presented at APRA, AASP, CASE, and AFP conferences, amongst others. Mark has been the moderator of PRSPCT-L since 2003.

Mark earned a bachelor's degree from Virginia Tech and an MEd from the University of Georgia. He is a 2014 graduate of The Nature Conservancy's Leadership Excellence Program

9:45 - 10:00am
Networking Break

10:00 - 11:00am
Session Two – Define Happiness: A Discussion on Prospering While Embracing Change

Presenter:
Ginger Kane - Vice President of Community Happiness, Uprising Technology


It has been said that change is a constant, but the rate of change has continued to accelerate whether in our personal spheres or in our increasingly technical professional lives. This conversation about lessons learned in managing change within an organization and in a personal context will hopefully offer some actionable suggestions for ensuring that change works to bring us satisfaction vs. stress.

About the Presenter: After over a decade with IBM in various marketing and project management roles, Ginger joined Emory University in 2002 to lead their conversion to the Advance platform. This project evolved into a 14-year tenure in Emory's Development and Alumni Relations organization, where Ginger managed a growing IT Operations team. In that role, Ginger guided the team through multiple upgrades, the transition to Advance Web Access and rollout of numerous partner solutions and the deployment of various operational enhancements. In early 2017, Ginger felt ready for a personal change and opted to resign, granting herself a sabbatical to consider the next chapter of her working life. She recently joined Uprising Technology as Vice President of Community Happiness - a title that makes her smile and a role that allows her to leverage her experience with the broader higher education community - while wearing numerous creative hats.

11:00 - 11:15am
Networking Break

11:15am - 12:15pm
Session Three – Transitioning from an Ivy Plus Institution to an HBCU: Dispelling Myths and Facing Realities.

Presenter:
Diane Williams, Development Operations Manager, Morehouse School of Medicine


A personal experience of coming from a large, (predominantly white) institution to take on an Advancement Services leadership role in a small Historically Black College (HBC/U) – The unpleasant preconceptions I realized I came with and the pleasant realities I discovered.

Diane will discuss the contrasts and similarities she saw in the work, the people, and the culture—how challenges were really opportunities. How to hit the ground running in a totally different culture by bringing an open mind and professional expertise.

About the Presenter: Diane Williams is Development Operations Manager, at Morehouse School of Medicine, an Historically Black College (HBC), where she is responsible for directing and coordinating the maintenance of gift and biographic records involving the receipting, processing and documentation of private gifts and grants to MSM. She attended Prince Georges Community College, studying Business Finance, before starting a 30-year tenure at Georgetown University. She retired in November 2016 from the position of Director of Gift Processing at Georgetown University where she managed 12 Gift Processing Specialists who processed over $100 million in gifts and 250,000 transactions annually.

12:15 - 1:15pm
Lunch

1:15 - 2:30pm
Session Four – Session Four - The Best & Worst of FundSvcs

Presenter:
John H. Taylor, Principal, John H. Taylor Consulting, LLC, Partner, Alexander Haas


Did you ever want to know how FundSvcs, the international award-winning and largest advancement listserv in the world, came to be? More importantly, are you curious to know what some of the most oft-asked questions (and answers) over the years have been? If so, you will not leave this session empty-handed! We’ll go over many of those Q&As (including an update on the newest charitable giving laws) during this action-packed session – but we will leave time at the end for audience members to try to “Stump the Chump!”

About the Presenter: John is the Principal of John H. Taylor Consulting, LLC, and independent advancement consulting practice, as well as a Partner with Alexander Haas, a national fundraising consulting firm located in Atlanta. For nearly 5 years John served as Associate Vice Chancellor for Advancement Services, as well as Campaign Manager during his last 18 months, at North Carolina State University. He has also served as Vice President for Research and Data Services at CASE – a position he held from its inception in late 2002. Prior to 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, now with over 3,800 subscribers. He has spoken at hundreds of conferences across the country, receiving the CASE Crystal Apple Award for outstanding teaching. He is the founder and Former President of the Association of Advancement Services Professionals. He received the AASP Jonathan Lindsey Lifetime Achievement Award in 2012. John resides in Durham, NC, with his wife and children.

2:30 - 2:45pm
Networking Break

2:45 - 3:45pm
Session Five – Adding ‘Science’ to the ‘Art’ of Fundraising: Enhancing Foundation Performance with Data-Driven Policies and Processes

Presenter:
Irena Politzer, Director of Research & Analytics, Children’s Healthcare of Atlanta Foundation


Description: A case study will be presented of the Children’s Healthcare of Atlanta Foundation’s evolution over the past two-plus years as Irena worked with their new president Ron Frieson to introduce and implement a more data-driven and structured approach to setting and refining Foundation policies, systems, and processes. Irena’s team has led transformative changes to prospect engagement policies that impact portfolio management, solicitation strategies, use of the Raiser’s Edge database, prospecting with grateful patient families, and many other elements of our fundraising enterprise. In the process they have seen increased collaboration among development teams, more consistent movement of prospects through the development lifecycle, improved staff morale, and success with earlier and larger asks. Throughout, Irena will layer in discussion of lessons learned, ongoing challenges, and future plans.

About the Presenter: Irena came to the Children’s Healthcare of Atlanta Foundation in February 2016, tasked with launching a new Research & Analytics department responsible for prospect research and management, fundraising analytics, and foundation-wide strategy-setting and process improvement initiatives. In this role, her team works closely with all groups across the Foundation and reports directly to the president. Prior to joining Children’s, Irena spent more than six years in Washington DC and Atlanta as a management consultant with Booz Allen Hamilton, working primarily with federal agencies such as the IRS, CDC, and Department of Commerce, as well as non-profit and commercial clients, to launch new programs and transform their existing operations to improve efficiency and effectiveness. Before that, Irena spent five years working in the fields of government relations and research advancement for Tulane University in New Orleans, ultimately focusing on federal support for their health sciences enterprise. Irena holds a BA in Government from Georgetown University and an MBA from Yale University.

3:45 - 4:00pm
Networking Break

4:00 - 5:00pm
All Speaker Discussion Panel

Panelists:
Mark DeFilippis, Director of Prospect Development, The Nature Conservancy
Ginger Kane - Vice President of Community Happiness, Uprising Technology
Diane Williams, Development Operations Manager, Morehouse School of Medicine
Irena Politzer, Director of Research & Analytics, Children’s Healthcare of Atlanta Foundation
Chris Cannon, President, Strategic Services, ZURI Group


5:00 - 5:15pm
Closing Remarks

5:30 - 6:30pm
Networking Mixer

Georgia Tech Hotel and Conference Center
800 Spring St NW, Atlanta, GA 30308