JAA in PA Schedule

Schedule

Conference Agenda: JAA in PA

July 9-11, 2017

Sunday, July 9, 2017

  • 3 - 6 p.m.                 Registration Open - Sheraton Society Hill Hotel
    • Optional walking tours of Old City
  • 6:30 p.m.                 Opening Mass at Old Saint Joseph's Church
  • 7:30 p.m.                 Conference Signature Event - The Museum of the American Revolution

Monday, July 10, 2017

  • 7:30 - 9 a.m.            Breakfast with Conference Sponsors & Special Interest Roundtables
    • Evertrue: Engage. Raise. Measure.
    • Amplo Advance: Crowdfunding - Leveraging Social Ambassadors
    • Reeher: JAA Benchmarks - See How Your Fundraising Success Compares to Your Peers!
    • Crescendo: Building a Bequest Campaign
    • iModules: Using Email as the First Step of Engagement
    • Campbell and Company: Tranforming Campaign Phases Through the Power of Analytics
    • Give Campus: Giving Days and Online Fundraising
  • 7:30 - 9 a.m.            Vice Presidents' Breakfast
  • 9 - 10:15 a.m.          General Session: Presidents' Panel
  • 10:15 - 10:30 a.m.   Networking & Refreshment Break 
  • 10:30 - 11:20 a.m.   Morning Track Session I 
    • Advancement Services Track - Birds of a Feather: Advancement Services Flock Together
    • Development Track - Building a Strong Major Gift Culture
    • Engagement Track - Maximizing Your Phonathon
    • Engagement Track - Measuring Success within Alumni Relations
    • Ignatian Identity/Professional Development Track - The Jesuit Session about "Almost Everything"
  • 11:30 - 12:20 p.m.   Morning Track Session II 
    • Advancement Services Track - Partners on the Frontline: Prospect Development and Fundraisers
    • Development Track - The Case for Complex Gifts
    • Development Track - Teamwork Required: The Need for Collaboration and Trust in Athletics Development
    • Engagement Track - Alumni-Driven Engagement for Dynamic Conversations
    • Ignatian Identity/Professional Development Track - Top Performers Make Spiritual & Personal Lives a Priority
  • 12:30 - 2 p.m.          JAA Annual Luncheon & The McGannon Award 
  • 2:15 - 3:15 p.m.       Afternoon Track Session I
    • Advancement Services Track - It Can Be Like Herding Cats: Making It Easier to Manage Volunteer Fundraisers
    • Development Track - Campaign Bootcamp: Preparing Leadership and Staff for a Campaign
    • Engagement Track - Following the Call of St. Ignatius: Building an Alumni Global Days of Service Program
    • Engagement Track - Creating and Growing your Student Advancement Program
    • Ignatian Identity/Professional Development Track - #JesuitEducated on the National Stage
  • 3:15 - 3:30 p.m.       Networking & Refreshment Break 
  • 3:30 - 4:30 p.m.       Afternoon Track Session II
    • Advancement Services Track - Prospect Research Roundtable
    • Advancement Services Track - Automating Endowment Reporting
    • Development Track - The Changing Landscape of Board and Trustee Engagement
    • Engagement Track - Engaging Alumni through Travel, Culture, and Entertainment
    • Ignatian Identity/Professional Development Track - Building an Inclusive Workplace in a Divisive World
  • 5:15 p.m.                  Buses depart for Hawk Hill
  • 6 - 9:30 p.m.             Block Party on Hawk Hill - Bring Your Spirit! Wear your school colors or fan-favorite gear to win prizes & a year of bragging rights!!!

Tuesday, July 11, 2017

  • 7:30 - 9 a.m.             Breakfast with Conference Sponsors & Special Interest Roundtables
    • Leap Frog: Communications Tools for the Most Effective Ask
    • Wilson Bennett: Phonathon - Show Me You Know Me!
    • Community Funded: Crowdfunding
    • Advizor Solutions: Creating a Culture of Analytics
    • Royall & Company: Finding Signs of Life in Disengaged Alumni
    • CCS Fundraising: Evaluating Campaign Readiness and Keys to Campaign Success
  • 9 - 10:15 a.m.           Concluding Keynote - Michael Nutter, Former Mayor of Philadelphia 
  • 10:30 - 11:30 a.m.   Morning Track Session I 
    • Advancement Services Track - Giving Days: Behind the Scenes
    • Development Track - Campaign Goal Setting
    • Development Track - Forum for Corporate and Foundation Relations
    • Engagement Track - Giving Starts Here: Impact of Senior Class Gift Campaign
  • Noon                         Conference Concludes
  • 6:00 - 8:00 p.m.        All-Jesuit Alumni Happy Hour at Morgan's Pier $20pp - RSVP HERE

Track Sessions

Advancement Services Track

Research & Prospect Management, Stewardship, Events, Data and Records Management and Reporting

Birds of a Feather: Advancement Services Flock Together

Be part of a highly interactive session driven by your ideas, best practices and questions. Bring your questions and ideas, leave with tips and tools of the trade to apply to your work during this roundtable discussion session focused on our role as advancement services professionals.

  • Carl O’Neil, Director of Advancement Services, The University of Scranton

Automating Endowment Reporting 

The perfect partnership between donor relations and advancement services will streamline and automate annual endowment reporting. Panelists will share how they have automated their processes by bringing all the reporting information needed, provided through various channels, into one place to allow for easier, more accurate reporting.

  • Yasmeen Aslami, Assistant Director of Donor Relations, College of the Holy Cross
  • Kate Cogswell, Senior Director Leadership Giving and Stewardship, LeMoyne College
  • Trish Krisiak, Director of Donor Relations & Stewardship, The University of Scranton
  • Samantha McGill, Director of Systems and Technology, College of the Holy Cross
  • Carl O’Neil, Director of Advancement Services, The University of Scranton

It Can Be Like Herding Cats: Making It Easier to Manage Volunteer Fundraisers

Tired of constantly updating volunteer spreadsheets or juggling google docs? Do you know at any given time how your volunteers are performing against your goals? Join us for success stories from the College of the Holy Cross and Le Moyne College on how they have improved their volunteer fundraising programs by tossing out the spreadsheets and implementing various technologies.

  • Samantha McGill, Director of Systems and Technology, College of the Holy Cross
  • J.D. Maas, Assistant Director of Annual Giving, Le Moyne College.
  • Andy Hogan, Customer Success Representative, Reeher

Partners on the Frontline: Prospect Development and Fundraisers

Developing a strong relationship between the prospect development team and frontline fundraisers is critical to a successful fundraising operation. This session will discuss ways in which prospect development professionals can serve as strategic partners with frontline fundraisers and work closely together to achieve greater success.       

  • Erin O'Neil, Associate Director of Prospect Management, Boston College
  • Josef Castaneda-Liles, Senior Associate Direct, Prospect Management & Analytics, Santa Clara University

Giving Days: Behind the Scenes 

In the rapidly evolving digital landscape, philanthropy is moving online, and giving days are an increasingly popular way to engage donors. Come learn more about executing a successful giving day from an Advancement Services perspective. Learn how to manage expectations internally while ensuring that donors are identified rapidly and data is integrated seamlessly.

  • Arielle Berti, Assistant Director of Gifts, Records and Data Integrity, College of the Holy Cross
  • Lorraine McGriff, Director of Gifts and Records, Santa Clara University
  • Michelle Wilson, Associate Director of Advancement Services, Le Moyne College
  • Amy McCoy, Associate Director of Annual Giving, Le Moyne College

Prospect Research Roundtable

Developing strong relationships between the prospect development team and frontline fundraisers is critical to a successful fundraising operation. Join prospect research colleagues to discuss ways to ensure for success. In this session, you will gather and share tips, tricks, and best practices. Starting points may include capacity/propensity ratings, researching parents, starting a Research Newsletter and making the most of your available resources regardless of the size of your shop.

  • Meghan Burke, Research Analyst, Saint Joseph’s University        
  • Josef Castanedaliles, Senior Associate Direct, Prospect Management & Analytics, Santa Clara University
  • Stacie Pagano, Research Analyst , Saint Joseph’s University           
  • Casey Ryan, Research Associate, Fordham University

Development Track

Campaign, Principal Gifts, Major Gifts, Planned Giving, Corporate and Foundation Relations

Campaign Bootcamp: Preparing Leadership and Staff for a Campaign

USF Advancement leadership in partnership with CCS designed and executed a Campaign Bootcamp for three distinct audiences. Topics include fundraising and campaign fundamentals, day-to-day versus campaign fundraising, internal/external roles, development systems, and campaign storytelling. Learn core principles that serve as foundational elements in this learning initiative.

  • Preston Walton, Senior Associate Vice President, Development, University of San Francisco
  • Travis Carley, Senior Vice President, CCS
  • Ted Blackburn, Senior Vice President, CCS

Building a Strong Major Gift Culture

A solid major gifts program is essential to any successful campaign. Hiring the right gift officers, motivating your staff, and utilizing the most up to date and relevant technology are key components of establishing a strong major gift program. Join in a conversation about how to achieve all of this and position your gift officers to be successful.

  • Joseph P. Kender, Vice President for University Relations, Saint Joseph's University
  • Tom Chaves, Associate Vice President, Advancement Operations, Saint Joseph's University
  • Katie Shields, Sr. Associate Vice President, Advancement, Saint Joseph's University

The Case for Complex Gifts   

Transformative gifts are increasingly funded with complex assets, and our organizations need to be prepared to enter conversations with donors that embrace the totality of their assets, not just cash in a checking account or appreciated securities or real estate. This presentation will walk through how to assemble your team to address the legal, financial and stewardship components of securing these gifts.

  • Stephen Link, Executive Director of Gift Planning, Georgetown University  
  • Mindy Siebenaler, Senior Director of Gift Planning, Georgetown University

The Changing Landscape of Board and Trustee Engagement

Development leaders from Boston College, Santa Clara University, and the University of San Francisco will lead a discussion on how best to increase the impact and engagement of board members from both governing and non-governing university boards.  

  • Ginger Saariaho, Associate Vice President, University Advancement, Boston College
  • Mike Wallace, Associate Vice President for Development, Santa Clara University
  • Peter Wilch, Vice President for Development, University of San Francisco

Teamwork Required: The Need for Collaboration and Trust In Athletics Development  

An athletics development program at any institution requires collaboration and trust between advancement and athletics. Hear directly from an athletic director, head coach, and athletic development professionals about building a culture of trust and collaboration to raise funds for student-athletes.

  • Liz Barone, Senior Director, Athletic Development, Saint Joseph’s University
  • Eric Eckenrode, Director of Development, Athletics, The University of Scranton
  • Dave Martin, Director of Athletics, The University of Scranton
  • Fritz Hamburg, Head Coach, Baseball, Saint Joseph's University

Forum for Corporate and Foundation Relations

Join this topical discussion on best practices and common challenges in this competitive corporate and foundation philanthropic landscape. Engage with a network of contacts from across the Jesuit community and expand your working knowledge of current and future trends in corporate and foundation funding.

  • Patricia Hampson Eget, Associate Director, Corporate and Foundation Relations, Saint Joseph's University       
  • Christina Phillips Ramos, Director, Corporate and Foundation Relations
  • Meg Hambrose, Director, Corporate and Foundation Relations, The University of Scranton 

Campaign Goal Setting

Presenting a statistical model for identifying the optimal campaign goal and how that data affects leadership decision making in committing to a goal. 

  • Arnold D'Ambrosio, Vice President of University Advancement, University of Detroit Mercy

Engagement Track

Annual Giving, Alumni, Parents, Students and Friends

Alumni-driven Engagement for Dynamic Conversations

Learn about two new initiatives at Georgetown University that engage alumni in dynamic conversations around career, professional development, and the Jesuit values that have guided their decision-making process, life goals, and commitment to service. In this presentation, you will hear about a student-to-alumni networking platform, Hoya Gateway, that connects current undergrads with alumni from across the globe in a vast array of industries for career-related conversations, and an alumni-to-alumni focused initiative, 1789 Seconds, which is a fast-paced Q&A featuring a Georgetown alum with an inspirational, unique and non-linear career story. 

  • Bridget Holmes, Senior Director of Alumni Career Services & Regional Engagement, Georgetown University
  • Cara Fleury, Associate Director of Alumni Career Services, Georgetown University

Creating and Growing your Student Advancement Program

We all know that all of our campuses are full of our future alumni. What we don’t always know is how to ensure that our current students become active and engaged alumni. One way of ensuring that students stay connected to their alma matter is by introducing the world of Alumni Relations and Advancement to them through Student Advancement Programs as soon as they step on campus.This presentation will explore the importance of Student Advancement Programs and share the perspective of creating a program from scratch, as well as changing and growing a program with a twenty year history.   

  • Colleen McGinn, Director of Alumni Engagement and Student Alumni Association Adviser, Fairfield University
  • Mary Houston, Associate Director of Alumni Relations, Loyola University Chicago

Engaging Alumni through Travel, Culture, and Entertainment

Using extensive survey results, explore the importance and benefits of two programs that engage alumni at Fordham University: Travel with Fordham and Fordham Culture and Entertainment. Discuss four ways to elevate a travel program through a marketing and execution process. Even if New York City is not your backyard, this program can be implemented at your university.

  •  Shannon Hirrel Quinn, Assistant Director of Alumni Relations, Fordham University

Giving Starts Here: Impact of Senior Class Gift Campaign

Building and maintaining a pipeline of young alumni participation begins with a strong senior class gift campaign. We will discuss best practices from recruitment and management of senior volunteers to education of the senior class and how they can lead to increased senior class gift participation and post-grad retention among our youngest alumni.      

  • Colleen Claflin, Associate Director, Annual Giving, Boston College
  • Meghan Dunn, Assistant Director, Annual Giving, Boston College

Following the Call of St. Ignatius: Building an Alumni Global Days of Service Program

Following the success of its 2017 Global Days of Service, Lindsey will share how the Boston College Alumni Association revitalized the 12-year-old program through campus partnerships, re-education, and marketing to bring together more alumni, parents, and friends in service to their communities. Whether your alumni, parents, and friends community is 200,000 or 20 strong, you, too, can build a successful program continuing St. Ignatius’ call to be “men and women for others.”

  • Lindsey Thorne-Bingham, Senior Associate Director, Alumni Chapters, Boston College 

Measuring Success within Alumni Relations

Gone are the days when alumni associations spent most of their time and resources on social activities such as homecoming and reunions. We are now responsible for advancing our institutions through fundraising, recruitment, and research, enhancing student life, and helping students and alumni find jobs. We are now strategists, and the goals we set must have measurable results that clearly benefit the institution.

  • Leslie Theodore, Associate Vice President, Alumni and Donor Engagement, University of San Francisco
  • Kimberly A. Zuzenak, Director of Alumni, College of Arts & Sciences, Alumni Relations, University Relations, Creighton University
  • Tom Monaghan, Assistant Vice President, Alumni Relations, Saint Joseph’s University
  • Sean Sanford, Alumni Association President, Saint Joseph's University

Maximizing Your Phonathon

Kick off Phonathon FY18 with a bang! Elaine and Mason will explain how to think outside of the box when planning your annual Phonathon. Topics include data segmentation, reporting, data analysis, data collection, recruitment, recent alumni giving, student giving, student supervisor leadership development, employee morale, pledge reminders, and more! Elaine and Mason will share how they maximized their Phonathon campaigns while facilitating a positive experience for student employees.

  • Elaine Ezrapour, Assistant Director of the Fordham Fund, Fordham University
  • Mason Harmon, Phonathon Coordinator, Creighton University

Ignatian Identity/Professional Development Track

The Jesuit Session About “Almost Everything”       

Jump into a lively and interactive discussion on everything you ever wanted to know about the Society of Jesus, including special insights and historical facts and protocols.

  • John Fitzpatrick, Director for Advancement/ Provincial Assistant, Central & Southern Province
  • Jeremy Langford, Director of Advancement & Communications, Midwest Province
  • Siobhan Lawlor, Director of Advancement, Northwest Province
  • Sherri Weil, Director of Advancement, Maryland Province

#JesuitEducated on the National Stage

Jesuit universities are on the national stage, and we don’t want to waste a minute in the spotlight! Join colleagues from Holy Cross, Fordham, and AJCU to hear about coordinating the efforts of athletics, marketing, communications and advancement to capitalize on major media market opportunities and promote the brand of Jesuit education on a national scale.

  • Deanna Howes, Director of Communications, Association of Jesuit Colleges and Universities
  • Bridget Campolettano, Manager of Integrated Marketing, College Marketing and Communications, The College of the Holy Cross
  • Patricia Haylon, Director of Stewardship and Special Events, Advancement, The College of the Holy Cross
  • Joe Lunardi, Director of Athletics Marketing and Broadcast Services, Saint Joseph’s University

Building an Inclusive Workplace in a Divisive World

While forward-thinking organizations are stepping up their efforts to recruit a diverse workforce, every organization defines diversity and inclusion differently. For most organizations, diversity means ensuring their workforce is comprised of a healthy mix of gender, ethnicities, age, backgrounds, and thinking. While that’s a step in the right direction, it’s just a tiny step as diversity transcends these parameters.

  • Cynthia Figueroa, Commissioner of the Philadelphia Department of Human Services and Trustee, Spring Hill College                

Top Performers Make Their Personal & Spiritual Lives a Priority   

Truly successful people achieve great professional success not at the expense of their families, communities, and spirituality, but by embracing these parts of their lives. Once you know what’s important, then you can begin to engage your stakeholders — at work and outside of work — to gain a better appreciation for what you each need and expect of each other.

  • Karin Botto, ‎Assistant Vice President of Human Resources & Organization Development, ‎Le Moyne College

Breakfast Roundtables

Amplo Advance: Crowdfunding – Leveraging Social Ambassadors

Learn how empowering social ambassadors with easy to use peer-to-peer tools and transparent reporting can increase your crowdfunding projects by 20%.

 Reeher: JAA Benchmarks – See How Your Fundraising Success Compares to Your Peers!

Join Reeher LLC for an insightful conversation on Reeher’s Fiscal Year 2016 benchmarks. Come see some interesting trends in Major Giving, Annual Fund, and overall Advancement found in the Reeher Community as a whole and a unique comparison to the Jesuit institutions they profile.

Crescendo: Building a Bequest Campaign

Learn how to launch a bequest campaign using a multichannel marketing strategy to reach your donors and increase gifts.

 iModules: Using Email as the First Step of Engagement

Every generation, including millennials, still depends on email. We’ll cover trends in email engagement, key goals of e-communications, best practices, and ways to adjust your messaging to ensure you reach every generation. Share your successes with targeted communications, personalization, and developing content for different constituencies. We’ll discuss what steps to take next so that your engagement efforts hit their mark and lead to action!

 Campbell and Company: Transforming Campaign Phases Through the Power of Analytics

Data can—and should—play a crucial role in preparing for and implementing a campaign, and it may be leveraged by higher education institutions in different ways as the campaign progresses. This roundtable will explore how institutions ready to establish a solid analytics program can optimize data while planning, implementing, and building off the momentum of campaigns.

Give Campus: Giving Days and Online Fundraising

What are the most successful ways to increase alumni participation for your Giving Day events?   How can your annual giving team more effectively use online communication to increase gifts and gift amounts? 

Leap Frog: Communications Tools for the Most Effective Ask

Description:  Whether in the quiet or public phase of a campaign, or not in a campaign at all, all fundraisers need communications tools to set the stage, leave information behind, and back up their asks. Melissa DePino and Nancy McDonald from Leapfrog Group will lead a discussion on the various tools available for maximum effectiveness in making an ask and closing a gift.

Wilson Bennett: Phonathon - Show Me You Know Me!

Let's have a spirited discussion about how to engage your donors and potential donors by creating a relationship with your student callers. Share best experiences and learn how segmenting your list and assigning those segments to the  student callers with similar experiences that have the most in common can bring your phonathon to a whole new level.

 Community Funded: Crowdfunding

Launching a crowdfunding platform in higher education: Barriers, Hurdles, and Challenges.

 Advizor Solutions: Creating a Culture of Analytics

How to train staff on using analytics to target market for giving and participation.

 Royall & Company: Finding Signs of Life in Disengaged Alumni

Every school has a cohort of alumni who respond to all outreach with radio silence.  The latest address-tracking services and email appends can be helpful in locating our alumni for solicitation, but it takes more than finding them to turn them into donors.  In this session, we’ll look closely at programs that have been successful in finally getting disengaged alumni to notice and respond to their schools.

CCS Fundraising: Evaluating Campaign Readiness and Keys to Campaign Success

A lively discussion about what universities do to prepare for a campaign and what successful strategies can be used to exceed campaign goals.

Questions?

Contact jaa2017@scranton.edu.