final program summit 2017

Final Program

SUMMIT 2017

IMPACTING THE CHANGING WORLD OF PHILANTHROPYTHE HILTON CHICAGO | OCTOBER 30 - NOVEMBER 1, 2017

SUMMIT 10-YEAR ANNIVERSARY

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I hope you join me Monday night at our special President’s

Reception: Celebrating 10 Years of AASP for a lively

event befitting of the significant milestones we’ve reached.

On Tuesday, I encourage you to enjoy lunch with your

peers and find out what AASP is doing to further both our

organization and the advancement services profession at our

AASP Recognition and Business Meeting Luncheon. During

the luncheon, we will make a special announcement that

sets the stage for the future of the organization, so this is one

gathering you won’t want to miss.

Summit 2017 is all about exploring how you can impact the

changing world of philanthropy. With relevant educational

tracks filled with engaging, expert presentations and thoughtful

discussions, we hope to inspire you to not only advance

your organization, but also your professional and personal

development. Our keynote speakers, Jennifer Mulholland and

Jeff Shuck of Plenty, will show you how to go beyond the data in

your head to the intuition in your heart—the key to making your

work more fulfilling, meaningful, and impactful.

During breaks and free time, I hope you visit the Exhibit Hall

to connect with our sponsors. Also, be sure to join fellow

attendees at networking dinners on Tuesday night to form

deeper connections with your peers.

I would like to take this opportunity to thank the passionate

board members, volunteers, and staff for planning what

promises to be our most memorable Summit thus far. It takes

an immense amount of collaboration to prepare and host

Summit each year, and I truly appreciate every individual

effort. I am thrilled you have joined us for another year of

professional development, networking, and fun.

Let’s get the celebration started!

Sincerely,

Anita Lawson, AASP PresidentDirector, Development OperationsLos Angeles Philharmonic Association

WELCOME TO OUR 10 th ANNIVERSARY SUMMIT!It’s incredible to realize that our association for advancement services professionals,

started by just seven individuals in February 2007, has grown to over 1,200 members

and counting. Our annual conference continues to break attendance records

year after year and Summit 2017, with more than 500 in attendance, is no exception.

It is certainly time to celebrate!

• Lynne Becker

• Scott Fendley

• Gail A. Ferris, MBA, JD

• Jonathan Lindsay (dec)

• Christina Pulawski

• John H. Taylor

• Stephanie Taylor

A special thanks to the seven individuals who met on February 10, 2007 in Chicago to discuss the merits of forming a professional membership organization for the world of advancement services.

PROGRAM SCHEDULE

DAY 1 – MONDAY, OCTOBER 30TRACK THEME

TRACK 1:Leadership & Career

Development

TRACK 2:Technology Trends

TRACK 3:Analytics & Reporting

TRACK 4:Prospect Management

& Donor Relations

TRACK 5:Gift & Bio

Administration

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

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

8:30-11:30AM

1:00-1:15PM

WELCOME & SUMMIT KICK-OFF – Grand Ballroom, Level 2 Anita Lawson, AASP President

Director, Development Operations, Los Angeles Philharmonic Association

1:15-2:15PM

GENERAL SESSION

Keynote Address – Grand Ballroom, Level 2 The Big Data of Life: Listening to the Information All Around Us

Jennifer Mulholland & Jeff Shuck, Co-Leaders of Plenty

2:30-3:45PM

BREAK-OUT SESSIONS

360 Reviews and Performance Appraisals For Advancement Services Staff

John Smilde Director of Advancement Services, Campaign Director,Calvin College

Cognitive Computing: How Big Data Becomes Big Insights

David M. Lawson Co-Founder & CEO, NewSci, LLC

Pipeline: Data Points Critical to Success

Lyn Rowland, MA Philanthropy and Development Director, Data Services and Business Analytics,Children’s National Health System Foundation

Data Sensitive Donor Relations Strategies

Dr. Wayne Combs Assistant Vice President, Administrative Services, CHOC Children’s Foundation

Gift or Non-Gift? Only Your Advancement Services Professional Knows for Sure!

Eric Valdescaro, MPPA Executive Director of Advancement Services, California Lutheran University

John H. Taylor Principal, John H. Taylor Consulting, LLC


3:45- 4:15PM

Networking Break – Salon A Pre-function, Lower Level

4:15-5:30PM

BREAK-OUT SESSIONS

Advancing Your Career Best Practice

Lynne Becker Principal and Owner,eAdvancement Services

Dr. Wayne Combs Assistant Vice President, Administrative Services, CHOC Children’s Foundation

Agile Change Management for a System Conversion

Rowena Montoya Director, Central Development Services,University of California, San Francisco

More Fun with Reports!

Mark K. Mathyer, MS Director, Development Services,Greater Chicago Food Depository

Daniel Rojas Data Coordinator, Development Services, Greater Chicago Food Depository

Prospect Development Best Practice Roundtable: Before, During, and After a Campaign

Dan Zarlenga Associate Director, Prospect Research & Management,Northwestern University

Lindsey M. Nadeau Associate Director, Presidential and Principal Gifts Research,George Washington University

Lori Hood Lawson, MLS CEO and Co-FounderWorkingPhilanthropy.com LLC

Sarah Daly Director of Development Research and Prospect Management,Southern Methodist University

Centralized Gift Processing at UC Davis: Our Journey to GREATnessDawn Roarty, PMP, MBA Executive Director of Gift and Data Services Advancement Services, University of California, Davis

Jessica Macaluso Assistant Vice Chancellor of Advancement Services,University of California, Davis


5:30-7:30PM

President’s Reception – Celebrating 10 Years of AASP – Grand Ballroom, Level 2

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DATA ANALYTICS AND BUSINESS INTELLIGENCE WORKSHOP

Marquette Room, Level 3

EXECUTIVE SESSION (Invitation Only)

This session goes until 1:00PM Boulevard BC, Level 2

DONOR RELATIONS AND ENGAGEMENT WORKSHOP

Astoria Room, Level 3

NEWCOMER’S SESSION

Boulevard A, Level 2

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DAY 2 – TUESDAY, OCTOBER 31TRACK THEME


Development




& Donor Relations

TRACK 5:Gift & Bio

Administration


7:30AM-5:30PM

REGISTRATION OPEN – Grand Foyer, Level 2

7:30-8:30AM

BREAKFAST ROUNDTABLES – Grand Ballroom, Level 2

8:30-9:45AM

BREAK-OUT SESSIONS

Mission, Vision, Values: Framing the Success of Your Existing Team and TalentVered Siegel, CFRE, bCRE Fundraising Systems Consultant, Blackbaud

Impacting the Changing World of Philanthropy

Thomas A. Chaves, MS Associate Vice President for Advancement Operations,St. Joseph’s University

Gail A. Ferris, MBA, JD Assistant Vice President, Advancement Administration and Compliance, The George Washington University

Vicky H. Medlock Associate Vice President for Advancement Operations,Augusta University

Anita Lawson Director, Development Operations,Los Angeles Philharmonic Association

Membership Power (BI) Up: Cal Aggie Alumni Association Membership Reporting

Becky Ferguson, MEd Director, Customer Service,University of California, Davis

Meg PadovaniApplications Programmer,University of California, Davis

Campaign Stewardship: Zero to $250 Million

Carrie Casper Senior Director, Campaign and Donor Engagement, Illinois Institute of Technology

Bio Data Management: Best Practices and Metrics

Alan S. Hejnal, MA Data Quality Manager, Smithsonian Institution


9:45-10:00AM


10:00-11:15AM

BREAK-OUT SESSIONS

Learning to Lead with Excellence

Jonathan W. Brooks, MA Director, Annual Giving and Individual Giving, University of Houston - Downtown

Utilizing Emerging Technologies for Prospect Research

Lyn Rowland, MA Philanthropy and Development Director, Data Services and Business Analytics,Children’s National Health System Foundation

Chris Lundberg CEO, Founder, Frakture

Empowering Users: Self-Service and Building a Data-Savvy Culture

Benjamin Costello Director of Advancement Services,Ithaca College

Panel Discussion: Ethical Dilemmas

Lynne Becker Principal & Owner,eAdvancement Services

Gail A. Ferris, MBA, JD Assistant Vice President, Advancement Administration and Compliance, The George Washington University

Martha Lauria, MBA Director, Gift Administration and Donor Services, Memorial Sloan Kettering Cancer Center

Vicky H. Medlock Associate Vice President for Advancement Operations,Augusta University

Saskia SawyerAssistant Vice President, Gift Services, University of Colorado Foundation

Necie Steward, BADeputy Advancement Officer,Philadelphia College of Osteopathic Medicine

Perfect, Clean, and Immaculate Data: How to Build an Outstanding Data Integrity Program

Nadine Francis Senior Director of Advancement Services and Information Systems,Pomona College


11:30AM- 1:30PM

AASP Recognition and Business Meeting Luncheon – Grand Ballroom, Level 2

Keynote Address – Grand Ballroom, Level 2

Eat, Pray, Give: An Exploration of Generosity and Gratitude in a Changing World Lynne M. Wester, Founder and Principal, Donor Relations Guru®

4

DAY 2 – TUESDAY, OCTOBER 31 continuedTRACK THEME


Development




& Donor Relations

TRACK 5:Gift & Bio

Administration


1:30-2:45PM

BREAK-OUT SESSIONS

Best Practices in Fostering Leadership in Advancement Services Talent

Chelsey Megli, MA Director, Advancement Talent Management,University of Oregon

Merrell Milano Senior Associate,Bentz Whaley Flessner

Using Voting and Gamification to Distribute Challenge Funds

Troy J. Ritchie Philanthropy and Development Director, Data Services and Business Analytics,Children’s National Health System Foundation

Edward BehringerFounder-Chief Technical Officer, Amplo

Transform Reporting for Your Comprehensive Campaign

Michele Miller Executive Director, Advancement Services Butler University

From Discovery to Major Donor! A Case Study on Discovery Work in a Cause-Based and Deadline-Driven Organization

Erika M. Yanez, MLS Associate Director, Prospect Research, Planned Parenthood Federation of America

Megan Heister Director, Research & Prospect Management, Planned Parenthood Federation of America & Planned Parenthood Action Fund

Campaign Planning and Operations

Monica M. Keith, MBA Executive Director of Advancement Services, Skidmore College


2:45- 3:15PM


3:15-4:30PM

BREAK-OUT SESSIONS

Achieving World Class Performance with Analytic Insight

Rhonda K. Arsenault, MS Associate Vice President for Advancement Services,Virginia Tech

Adam Gafke, CFRE Executive Director, Development Operations,Hoag Hospital Foundation

Scott R. Lange Vice President,Grenzebach Glier + Associates

The Evolution of Annual Giving and How It’s Changing Your World

Randy A. Kinder Senior Director of Annual Giving, University of Alabama at Birmingham

Information Delivery: Don’t Report... Take Action!

Kate Nimety, MFA Principal Consultant,BrightVine Consulting

The Cheese to Your Macaroni: Forming Strategic Alliances with Prospect Development

Lindsey M. Nadeau Associate Director, Presidential and Principal Gifts Research, The George Washington University

Bond Lammey, MM Managing Associate,Bentz Whaley Flessner

Campaign Counting

Lauren Shiver, MBA Associate Vice President, Advancement Services, Virginia Commonwealth University

4:30- 5:00PM


5:00-6:00PM Panel Discussion – Grand Ballroom, Level 2

CAMPAIGN BEST PRACTICES

Moderated by Dr. Meredith HancksDirector, Prospect Research & Management, Western Illinois University

6:30PM Networking Dinners – Sign up at registration

Advancing Your Career in 2018

AASP’s Career Center receives over 4,000 page views per year, making this a great resource for posting job openings or searching for your next position. AASP members receive special pricing. Learn more at advserv.org/networking.

John H. Taylor Principal

John H. Taylor Consulting, LLC

Caroline Chang, MBA

Higher Education Consultant,

TSI-Transforming Solutions, Inc.

Shomari WhiteAssociate Vice President,

Business Operations & Services, Children’s

National Medical Center

Michele MillerExecutive Director,

Advancement ServicesButler University

Monica M. Keith, MBA

Executive Director of Advancement Services

Skidmore College

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DAY 3 – WEDNESDAY, NOVEMBER 1TRACK THEME


Development




& Donor Relations

TRACK 5:Gift & Bio

Administration


8:00-11:30AM

REGISTRATION OPEN – Grand Foyer, Level 2

8:00-9:00AM

BREAKFAST ROUNDTABLES – Grand Ballroom, Level 2

9:00-10:15AM

BREAK-OUT SESSIONS

You Want Us to Do What?? Change Management in Theory and Practice

Susan Faraone Senior Consultant, Aspen Leadership Group

Christina Pulawski Associate Vice President, Campaign Management and Information Strategy,Art Institute of Chicago

Leslie Taylor Gonnella Chief Operating Officer & Campaign Director,The University of Chicago Booth School of Business

Transforming Development Operations: Robots, Data Warehouses, and Automation, Oh My!

Justin Kenel Senior Software Engineer, Frakture

Shannon Miller Senior Coordinator, Digital Production, SOS Children’s Villages

The ‘Milking Stool’ of Development: Analytics, Knowledge, and Strategy

David M. Sterling, PhD Director of Advancement Operations, Western New England University

From There to Here: How Our Prospect Management Procedures and Reports Have Morphed During Our Campaign

Lisette Clem, MBA Director of Advancement Services, Bryant University

Evolution of Records Management

Derek W. Clark Senior Director of Advancement Services, The University of Georgia


10:15-10:45AM


Exhibits close at conclusion of the break

10:45-11:30AM Panel Discussion – Grand Ballroom, Level 2

HOW DOES YOUR ORGANIZATION STACK UP? RESULTS OF THE 2016 AASP STAFFING SURVEY

Michelle R. Hussey, MBAAVP Advancement Services, The University of Alabama at Birmingham

Jason Boley Senior Associate, Bentz Whaley Flessner

11:30AM Meeting Adjourns

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SPECIAL EVENTS AND WORKSHOPSNewcomer’s Session Location: Boulevard A, Level 2 Monday, October 30 | 8:30 – 11:30AM

This session covers the ins and outs of advancement services: from where newcomers fit to the responsibilities of different roles. Industry leaders explain best practices for newcomers to the field.

Sponsored by:

Executive Session (Invitation Only) Location: Boulevard Room BC, Level 2 Monday, October 30 | 8:30AM – 1:00PM

Advancement services professionals in leadership positions are invited to our four-part event, including an interactive activity with discussion, a keynote presentation on change management, an expert-led panel discussion, and a networking luncheon.

Donor Relations and Engagement Pre-Conference Workshop Location: Astoria Room, Level 3 Monday, October 30 | 8:30 – 11:30AM

Led by Dr. Meredith Hancks, this session brings together small groups to work on case studies with peers. Discover how different aspects of donor engagement can help your organization truly make an impact on the changing landscape of philanthropy.

Data Analytics and Business Intelligence Pre-Conference Workshop Location: Marquette Room, Level 3 Monday, October 30 | 8:30 – 11:30AM

In this interactive session, led by Dr. Mark Walcott, participants will discover how data analytics continues to shape our industry and how it can be used to solve a variety of problems – data hygiene, scoring models, donor segmentation, and other purposes.

President’s Reception: Celebrating 10 Years of AASP Location: Grand Ballroom, Level 2Monday, October 30 | 5:30 – 7:30PM

Let’s celebrate 10 great years of AASP at our President’s Reception and 10th Anniversary Celebration. Enjoy cocktails, appetizers, and a lot of AASP memories while we look back at the major milestones and people who helped shape who we are today and look forward to an even brighter future.

Sponsored by: Breakfast and Roundtable Discussions Location: Grand Ballroom, Level 2 Tuesday, October 31 | 7:30 – 8:30AM Wednesday, November 1 | 8:00 – 9:00AM

Jump start your morning with breakfast and your choice of roundtable discussions on Tuesday and Wednesday. Discussion topics will be submitted by attendees in advance.

AASP Recognition and Business Meeting Luncheon Location: Grand Ballroom, Level 2Tuesday, October 31 | 11:30AM – 1:30PM

Join our discussion on how AASP is advancing the organization and the industry as a whole during the AASP Business Meeting Luncheon. We’ll also take time to recognize our dedicated volunteers and make a special announcement you won’t want to miss!

Networking Dinners Location: Downtown ChicagoTuesday, October 31 | 6:30PM

Get to know your fellow advancement services colleagues and enjoy a dinner at one of Chicago’s top restaurants. Stop by the registration area to sign up for one of our pre-reserved dinners. Please note that dinner will be at the expense of each participant.

Download the AASP Summit mobile app from Apple’s App Store or the Google Play StoreYou can also access the presentation materials and session evaluations by visiting http://bit.ly/2gseXKj (case sensitive) and clicking on the black HTML button.

Sponsored by:

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

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

• Receive announcements and obtain 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.

• AND MORE!

GENERAL INFORMATION

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Evaluations

Evaluate sessions on your mobile device through the AASP Summit mobile app or on your laptop by visiting http://bit.ly/2gseXKj (case sensitive) and clicking the black HTML button. An overall evaluation of Summit 2017 will be emailed to you following the event.

Wireless Internet Access

Network: Hilton Chicago Meeting Access Code: aasp2017 (case sensitive)

Twitter and Facebook

Share your Summit memories! Use the hashtag #AASP17 when tweeting @advserv or on Facebook: http://facebook.com/AdvServ

Advancing Your Education in 2018

2018 Regional Symposia

AASP’s Regional Symposia bring the newest training and education to advancement services professionals around the United States. Plan ahead for the symposium near you!

2018 Webinar Lineup

January 11: “Gift Receipting” Alan Hejnal, Data Quality Manager, Office of Advancement, Smithsonian Institution

March 22: “Technology Adoption, Onboarding, and Training” Monica M. Keith, MBA, Executive Director of Advancement Services, Skidmore College

May: “Prospect Development”

September 20: “Stewardship Reporting” Sarah E. Sims, CFRE, Executive Director, Donor Relations, University of Florida

November 16: “Data Quality” Terry Callaghan, CFRE, Executive Director, Donor Relations, University of Florida

February

Miami, Florida

March

Smithfield, Rhode Island Bryant University

Washington, D.C. American University

Atlanta, GeorgiaScheller School of Business at Georgia Tech

April

Pomona, California Meeting of the Minds at Cal Poly Pomona University

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Leadership & Career Development Track

Technology Trends Track

Gift & Bio Administration Track

Analytics & Reporting Track

Prospect Management & Donor Relations Track

Breakout Sessions, Networking Breaks, Vendor Area

SUMMIT 2017 Hotel MapLower Level

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SUMMIT 2017 Hotel MapLevel 2 and 3

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Executive Session(Invitation only)

Welcome & Summit Kick Off

Breakfast Roundtables

General Session Panels

Recognition and Business Meeting Luncheon

Registration

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Data Analytics & Business Intelligence Workshop

Donor Relations & Engagement Workshop

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T HANK YOU TO OUR AASP VOLUNTEERS From committee members to regional symposia hosts, AASP volunteers play a vital role in enriching the membership experience and empowering the advancement services profession.

Board of Directors Anita Lawson, President

Shomari White, Vice President

Jennifer Liu-Cooper, Secretary

Lisette Clem, MBA, Treasurer

Thomas A. Chaves, MS Immediate Past President

Dr. Wayne Combs, Member At-Large

Dwight Dozier, Director

Michelle R. Hussey, MBA, Director

Jessica Macaluso, Director

Vicky H. Medlock, Director

Robert Weiner, Director

Volunteers Melanie Armstrong

Beverly Bain

Kristen Batten

Jeff Baynham

Lynne Becker

Erika Bernal

Todd Blandford

Nora Blessner

Jason S. Boley

Tom Boren

Tamsin Burns

Donna Bursey

Joseph Calger

Terry Callaghan, CFRE

Daryl Cannon

Caroline Chang, MBA

Derek W. Clark

Maria Cochrane

John Crowley

Deborah Cunningham

Sarah Daly

Josem Diaz

Lisa Domkowski

Scott Fendley

Gail A. Ferris, MBA, JD

Beth Flynn

Tracy Forkin

Aaron Forrest

Donna Freddolino

Teresa Goddard

Elma Goduto

Barbara Gomez

Andrew Grant

Brennan Hadden

Dr. Meredith Hancks

Alan S. Hejnal, MA

Efraim Hernandez

Carole Hornik

Ann House

Bart Jacobs

Korey Janse

Wayne (CJ) Jones III

Monica M. Keith, MBA

Robert E. King J.D.

Jenny Kleintop

Joshua LaBorde

Martha Lauria, MBA

David M. Lawson

Lori Hood Lawson, MLS

Sharon Lonthair

Preston Lundgreen

Elias Makhoul

Amy Marks

Karla Martinez

Melody A. McBeth

Charlotte McGhee

Christine McGuire

Eliza McNulty

Joe Meister

Michele Miller

Ilana Lester Moreno

Jennifer Moszczynski

Lindsey M. Nadeau

Bill Nalley

Candyce Newell

Amy J. Phillips

Susan Quinn

Sophia Reid

Vaishali Revollo

Jennifer Riordan

David Ritchie

Ellen D. Rohwer

Michael Ross

Michelle Ryder

Robert Saunders

Saskia Sawyer

Angela Scott

Lauren Shiver

Vered Siegel, CFRE, bCRE

Sarah E. Sims, CFRE

Phoebe Slanetz

Malinda Slayton

Mary Carole Stark

Marcy Sterkin

Lori Sterling

Necie Steward, BA

Ben Storck

John H. Taylor

Sarah Thomas

Jon Thorsen

Kelly Travis

Cynthia Tuomi

Eric Valdescaro, MPPA

Dr. Mark Walcott

Rick West

Michiel Westerkamp

Carrie White

Brittani Williams

PREMIER

NEWCOMER’S SESSION

TRACK

SILVER

BRONZE

PLATINUM

MOBILE APP

GOLD

NAVIGATING CHANGE Through BEST PRACTICES

November 14-16, 2018 | Chicago, Illinois | The Hilton Chicago

SAVE the

DATE

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2018

SUMMIT

final program summit 2017

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