navigating change - cdn.ymaws.com€¦ · navigating change through best practices november 14-16,...

NAVIGATING CHANGE THROUGH BEST

PRACTICES

NOVEMBER 14-16, 2018CHICAGO, ILLINOIS THE HILTON CHICAGO

Welcome to Summit 2018 Letter from the President

Welcome to AASP’s Summit 2018!

I’m very pleased to be back at The Chicago Hilton this year for another inspiring, educational, and fun-filled conference. After a record-breaking 10th Anniversary Summit 2017, we’re back with thoughtfully curated sessions to navigate the opportunities for change that we face today as advancement services professionals.

No matter the nonprofit sector you represent currently, presenters will share the latest and most important topics and best practices via case studies, in-depth analysis, and thought-provoking discussions that will help you tackle what’s now and prepare for what’s next at your organization.

While you’re here, I hope you will take advantage of the opportunity to step away from the rapid pace and intensity of daily work and connect with those who uniquely understand your challenges and opportunities. There is much we can learn from each other, not to mention all the fun we’ll have while doing it.

Thank you to all of AASP’s hardworking volunteer committees for year-round dedication and leadership. Particularly at this time, I’d like to thank those volunteers who helped make this event possible, including our program, curriculum, and strategic partnerships committees.

Thank you also to our generous sponsors who have filled the exhibit hall this year with their ground-breaking services and systems that I know will be valuable to us all.

Please enjoy your time in Chicago and make the most of Summit 2018. I know I will!

Sincerely,

ANITA LAWSON, AASP PRESIDENTDirector, Development Operations Los Angeles Philharmonic Association

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DAY 1 – WEDNESDAY, NOVEMBER 14TRACK THEME

Leadership & Career Development

Technology Trends Analytics & Reporting Prospect Management & Donor Relations

Gift & Bio Administration

ROOM Salon A-1, Lower Level Salon A-2, Lower Level Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level

7:30AM-5:30PM REGISTRATION OPEN – Grand Foyer, Level 2

8:30-11:30AM

1:00-1:15PM WELCOME & CONFERENCE KICK-OFF – Grand Ballroom, Level 2

ANITA LAWSON, AASP PRESIDENT

1:15-2:15PM

GENERAL SESSION

GOVERNING A.I. - HOW TO HARNESS, RATHER THAN FEAR, ITS POWER Keynote Address by

David and Lori Hood LawsonAuthor and Editor - Big Good: Philanthropy in the Age of Big Data & Cognitive Computing

Grand Ballroom, Level 2

2:30-3:45PM

BREAKOUT SESSIONS

Taking a Systems Thinking Approach to Advancement / DevelopmentMeredeth Winter Senior Philanthropy Program Advisor, The Nature Conservancy

The Intranet Evolution RevolutionMark Longo Director of Strategic Initiatives, California Institute of TechnologyAnna Pruszynska-Garcia, CCMP Advancement Information Trainer, California Institute of Technology

Building the Platform While Reporting: Strategy, Self-Service, and the Path towards OptimizationSamantha Howell, MA, MS Associate Director, Adv. Data A&R, American University

Charting New Territory in Endowment ReportingErika QuinonezStewardship and Donor Relations Coordinator, California State University, San BernardinoMonica AlejandreDirector of Advancement Operations, California State University, San Bernardino

The Party’s Over: Advancement Services Planning for Life After the CampaignGail Ferris, JD, MBAAVP, Advancement Administration and Compliance, George Washington University


3:45- 4:15PM

NETWORKING BREAK – Salon A, Lower Level

4:15-5:30PM

BREAKOUT SESSIONS

Beyond Training: Getting your Users to Embrace New Ways of WorkingAnna Pruszynska-Garcia,CCMP Advancement Information Trainer, California Institute of Technology

Smita Vadakekalam, PMP VP of Professional Services, Heller Consulting

CRM Practicum: Lessons Learned: Conversion from a Legacy Advancement System to a Modern CRM at Arizona State UniversityMelissa Kwilosz, MBAVP and CIO, Arizona State University James WernerCEO, Affinaquest, LLCJeff ShyChairman & CTO, Affinaquest

Top Ten Problems Solved by Business IntelligenceAdam Gafke, CFREExecutive Director, Development Operations, Hoag Hospital Foundation Nadine FrancisSenior Director of Advancement Services and Information Systems, Pomona College

Pipeline Development in the Age of Social MediaPeter McKinleySenior Associate, Armstrong Strategy Group

Special People Require Special Treatment – An Approach to Minimizing Unintended ContactNikki McGregorDirector, Advancement Services, The University of Sydney


5:30-7:00PM

PRESIDENT’S RECEPTION sponsored by

Data Analytics & Business Intelligence Workshop

Marquette Room, Level 3

Executive Session (Invitation Only)

THIS SESSION GOES UNTIL 12:45PM Boulevard Room BC, Level 2

Newcomer’s Session PDR 2, Level 3

PROGRAM SCHEDULE

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DAY 2 – THURSDAY, NOVEMBER 15TRACK THEME





7:30AM-5:00PM REGISTRATION OPEN – Grand Foyer, Level 2

7:30- 8:15AM BREAKFAST ROUNDTABLES – Includes Ethics Discussions – Grand Ballroom, Level 2

8:30-9:45AM

BREAKOUT SESSIONS

Mack Trucks and Lottery Tickets: Succession PlanningMelody A. McBethPrincipal, Highland Advancement Solutions, LLC

The Fundraising Technology & Analytics LandscapeDoug CogswellPresident/CEO, ADVIZOR Solutions, Inc.

Tracking Institutional Funding Priorities: Small Tool, Big ImpactKimberly MontroyDirector of Development Services, Lincoln Park Zoo Tom RemysAssistant Director of Development Services, Lincoln Park Zoo

The Dream Team: Relationships that Build ImpactMelanie A. Armstrong, MPA Director of Donor Relations and Engagement, The University of Alabama at Birmingham

Automating Repetitive Tasks and Creating Workflows with Google, Zapier and TrelloJeffrey WatDirector, Information Services and Technology, Illinois Institute of Technology


9:45-10:00AM NETWORKING BREAK – Salon A, Lower Level

10:00-11:15AM

BREAKOUT SESSIONS

Using Project Management Principles to Redevelop the Advancement Services ShopRebecca Bowman CFRE, PMP

Director, Advancement Services and Annual Giving, Mount Royal University

Georgia Tech’s Real World Use of Machine LearningLorrie Buchanan, MAAssociate Vice President for Development,

Georgia Institute of TechnologyNick ZecketsCEO and Co-Founder, QuadWrangle

Prospect Screening: The Good, the Bad & The UglyGerry Lawless, BBA, AIT CTO & Chief Evangelist, iWave

Future of Data-driven Fundraising: Does Behavior Trump Capacity?Greg Lee, PhDLead Data Scientist, Fundmetric, Inc.

21st-Century Approaches to Processing Pledge Reminders and Tax ReceiptsRebecca WeitzSenior Director, Gift Management, University of Colorado Foundation


11:30AM- 1:30PM

AASP RECOGNITION AND BUSINESS MEETING LUNCHEON – Grand Ballroom, Level 2

11:30am – 1:30pm

AASP BUSINESS MEETING & AWARDS 11:30am – 12:15pm

2018 AASP SALARY SURVEY INSIGHTS BY BENTZ WHALEY FLESSNER 12:15 – 12:45pm

Ascendancy of Donor Control and Influence: Dealing with the New PhilanthropyKEYNOTE PRESENTATION BY MICHAEL J. COONEY 12:45 – 1:30pm

Partner and Leader of Higher Education and Exempt Organization Practice, Nixon Peabody, LLP

Awards Luncheon sponsored by:

DAY 2 – THURSDAY, NOVEMBER 15TRACK THEME





1:30-2:45PM

BREAKOUT SESSIONS

Demystifying Data Science: How Children’s National Uses Advanced Marketing Analytics to Generate More Revenue with Less InvestmentShomari White, MBAAssociate Vice President, Business Operations, Children’s National Health SystemJon ThompsonDirector, Philanthropic Marketing & Communications, Children’s National Health System

Challenges, Change and a Wake-Up CallTamika N. BowmanAdvancement Services Director, American Society for Technion

More than Just a Pretty Face: Data Visualizations that Change the Way You WorkRon Eisenstein, MSAssistant Vice President, Advancement Services, DePaul University

The Art and Science of Naming OpportunitiesSarah R. ThomasDirector of Donor Services, NC State

Importance of Counting PolicyAaron Forrest, CPASenior Director Gift and Donor Services, University of Rochester


2:45- 3:15PM NETWORKING BREAK – Salon A, Lower Level

3:15-4:30PM

BREAKOUT SESSIONS

Onboarding for Success: How to Engage New Staff and Build Successful OutcomesWendy Miller Bueche, MAExecutive Director of Campaign and Advancement Initiatives, Albion College

How UAB is Embracing and Cultivating Team Planning and Spirit Using the Agile Process of ScrumMarylyn WestSenior Director of Advancement Information Services, University of Alabama at Birmingham

Campaign Reporting at UC Davis – The Truth RevealedKelly BestProduct Owner and Business Relationship Manager – Advancement Services, UC DavisMeg PadovaniApplication Programmer, UC DavisKim Mintzlaff, MBABusiness Relationship Manager, UC DavisMark Walcott, PhDExecutive Director Advancement Systems, University of Houston

The Changing Nature of Prospect ResearchWilliam TedescoCEO, DonorSearch

Best Practices in Soft CreditingAmy PhillipsDirector of Advancement Services, Gift Acceptance, The Catholic University of America

4:30- 5:00PM NETWORKING BREAK – Salon A, Lower Level

5:00-6:00PM

OPEN FORUM – Grand Ballroom, Level 2

Thoughts That Go Bump in the Night: What Issues are Causing Our Leaders to Lose Sleep?

Presented by

Jon Thorsen, MLISAssociate Vice President, Advancement Services, George Washington University

Sponsored by

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New presentation: The Giving Funnel: How the Right Tech Stack Re-shapes the Traditional Giving Pyramid Ken Keefer, Senior Vice President of Sales, EverTrue

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DAY 3 – FRIDAY, NOVEMBER 16TRACK THEME





7:30-11:30AM REGISTRATION OPEN – Grand Foyer, Level 2

8:00-8:30AM BREAKFAST ROUNDTABLES - Learn about volunteer opportunities on AASP committees.

9:00-10:15AM

BREAKOUT SESSIONS

Project Management: Good, Fast, CheapSylvia GalenAssistant Vice President of Advancement Analytics, The George Washington University Laura PreveteProject Manager, Advancement Services, The George Washington University

Top 10 Mistakes in Selecting and Implementing a CRM or ERPDaniel P. FeelyPresident/Founder, TSI-Transforming Solutions, Inc.

Your Alumni Are Doing What!? How to Create an Amazing Data Collection and Analytics Program to Support Alumni Outcomes ReportingNadine FrancisSenior Director of Advancement Services and Information Systems, Pomona CollegePeter HansenAdvancement Business Process and Technology Manager, Pomona College

Personalizing the Communications ExperienceLuke Anderson, MFAChief Marketing Officer, University of Florida

The Evolution of Advancement Services at McMaster University through Lean Six SigmaJeff Chuchman, MA, MBA, CEBSAssociate Director, Advancement Services, McMaster UniversityBrandon Maddock, BCom, MBA Advancement Analyst, McMaster University


10:15-10:45AM NETWORKING BREAK –Salon A, Lower Level

EXHIBITS CLOSE AT CONCLUSION OF THE BREAK

10:45-11:30AM PANEL DISCUSSION

Everything You Wanted to Know About Compliance but Were Afraid to AskGrand Ballroom, Level 2

Moderated by

Amy PhillipsDirector of Advancement Services, Gift Acceptance,

The Catholic University of America

Panelists:

11:30AM MEETING ADJOURNS

John TaylorPrincipal, John H. Taylor

Consulting, LLC

Alan HejnalData Quality Manager, Smithsonian

Institution

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- Grand Ballroom, Level 2

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11:45AM

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Newcomer’s Session Location: PDR 2, Level 3 Wednesday, November 14 | 8:30 – 11:30amThis session will cover the ins and outs of the advancement services industry. From where you fit to the responsibilities of your role, industry leaders will explain best practices for newcomers to the field.

Executive SessionLocation: Boulevard Room BC, Level 2 Wednesday, November 14 | 8:30am – 12:45pmIn this invitation-only, interactive session, executive-level professionals in advancement services will focus on leadership change, both inside and outside of advancement services, and change management caused by leadership or other changes. This is an interactive session with a keynote presentation and networking luncheon.Sponsored by:

Data Analytics and Business Intelligence Workshop Location: Marquette Room, Level 3 Wednesday, November 14 | 8:30 – 11:30amThis workshop is designed for the management-level advancement services professional who wants to have a deeper understanding of data analytics and business intelligence. Small group work will provide a unique opportunity to learn and share with your peers in the industry.

President’s Reception Location: Grand Ballroom, Level 2

Wednesday, November 14 | 5:30 – 7:00pmUnwind with friends new and old at the President’s Reception,

featuring heavy appetizers and cocktails. Registered attendees

receive one drink ticket. Guests are welcome but must be

registered to attend.

Sponsored by:

Breakfast and Roundtable Discussions Location: Grand Ballroom, Level 2

Thursday and Friday, November 15-16 | See schedule for timesJump start your morning with breakfast and your choice of

roundtable discussion on Thursday and Friday. Friday roundtables

will be dedicated to the work and volunteer opportunities of

AASP’s committees.

AASP Recognition & Business Meeting Luncheon

Location: Grand Ballroom, Level 2

Thursday, November 15 | 11:30am – 1:30pm Learn more about what AASP is doing to advance the organization

and the advancement services industry as a whole during the AASP

Business Meeting Luncheon. Award winners will also be announced.

Sponsored by:

Download the AASP Summit 2018 mobile app from Apple’s App Store or the Google Play Store:

• View the complete event schedule, explore all the offered sessions, and get detailed presenter information.

• Keep your pulse on the most popular sessions and events by accessing the app’s Activity Feed which will highlight photos, ratings, comments, and more.

• Receive announcements and the most up-to-date event information.

• Earn points and achievements. Tap into your competitive side!

• Expand your professional network and have fun by interacting with other attendees in the app.

You can also access the presentation materials and session evaluations by visiting http://bit.ly/AASPSummit2018 (link is case sensitive) and clicking on the black HTML button.

SPONSORED BY:

MOBILE APP

SPECIAL EVENTS AND WORKSHOPS

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GENERAL INFORMATION

Wireless Internet Access Network: Hilton Chicago Meeting Access Code: aasp2018 (case sensitive)

Twitter and Facebook Share your Summit moments! Use the hashtag #AASP18 when tweeting @advserv or on Facebook: http://facebook.com/AdvServ

Evaluations Evaluate sessions on your mobile device through the AASP Summit 2018 mobile app or on your laptop by visiting http://bit.ly/AASPSummit2018 (link is case sensitive) and clicking the black HTML button. An overall evaluation of Summit 2018 will be emailed to you following the event.

Vendor Demo Room Schedule Demo Room (Mobley), Lower Level – see pg. 10Adjacent to the Vendor and Breakout Area

Top industry vendors are ready to connect with you and discuss how their products and programs are making a difference in advancement services. Demos are open to all attendees; no advance RSVP required.

Wednesday – November 142:30–4:00pm – Blackbaud

Thursday – November 159:45–11:15am – Salesforce.org 1:00–2:30pm – Raising Insight2:45–4:15pm – UC Innovation

Friday – November 169:00–10:30am - Ellucian

Vendor Area Map

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COMPANY LEVEL BOOTH #

ADVIZOR Solutions, Inc. Silver 213

Affinaquest Silver 215

Agilon, LLC Silver 107

Amplo Advance Silver 207

AQ2 Technologies Silver 210

Blackbaud Premier Sponsor - Keynote 112

Brian Lacy & Associates Silver 120

BrightVine Solutions Silver 206

Bentz Whaley Flessner Diamond - Awards Lunch 102

Community Brands Track Sponsor - Technology Trends 212

Community Funded Silver 106

DonorSearch Mobile App Sponsor 206

Ellucian Executive Session Sponsor 200

Evertrue Gold Sponsor 202

GiveCampus Silver 216

Grenzebach Glier + Associates Silver 209

Heller Consulting Track Sponsor - Leadership and Development 103

Highland Advancement Solutions, LLC Silver 119

iModules Software Silver 111

iWave Silver 217

JCA Silver 109

NeonCRM Track Sponsor - Gift & Bio Administration 108

PaperSave Silver 208

Raising Insight Silver 105

Salesforce.org Gold Sponsor 203

Technolutions Slate Silver 114

ThankQ CRM Track Sponsor - Prospect Management & Donor 104

TSI – Transforming Solutions Inc. Silver 204

UC Innovation Platinum - President's Reception 101

University of Arizona Track Sponsor - Analytics and Reporting 113

WealthQuotient Silver 121 9

SPONSOR BOOTH ASSIGNMENTS

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Executive Session

(Invitation only)

Welcome & Summit Kick Off

Breakfast Roundtables

General Session Keynotes & Panels

Recognition and Business Meeting Luncheon

Registration

Newcomer’s Session

Floor 3, PDR 2

Data Analytics & Business Intelligence Workshop

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SUMMIT 2018 Hotel MapLevel 2 & 3

Level 2

Level 3

September 9-11, 2019 | Chicago, Illinois | The Hilton Chicago

SAVE the DATE FOR SUMMIT 2019

HEADED FOR THE CLOUDS: BREAKING BARRIERS IN SUPPORT

OF FUNDRAISING

PREMIER EXECUTIVE SESSION

PLATINUM DIAMOND

TRACK

MOBILE APP

GOLD

Thank you to our Summit 2018 Sponsors

SILVER

navigating change - cdn.ymaws.com€¦ · navigating change through best practices november 14-16,...

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