The Association of Advancement Services Professional Aug. 4th, at UC Davis!

Hot Topics Agenda

8:00 am - 9:00 am
Registration, Breakfast and Networking
Spend this introductory time reconnecting with old friends and making new friends.
Stop by the registration desk for your workshop materials and get started on an informal and voluntary assignment: Systems Inventory worksheet or Disaster Recovery Plan

9:00 am - 9:15 am
Welcome/Introductions
Welcome to UC Davis – Isabella Corbin, Executive Director, Administrative Services, UC Davis
Karen Latora – Hot Topics Coordinator
Director of Advancement Services, UC Davis

We will kick off our Hot Topics Sessions with an introduction of the Faculty, general workshop notes and the sharing of the results from our voluntary introductory assignment - Systems Inventory worksheet or Disaster Recovery Plan

9:30 am – 11:00 am
Data Warehouse Strategies
Brian W. Dowling, CGA, MBA
Senior Vice President for Finance and Information Systems
VGH & UBC Hospital Foundation
Principal and Founder, SupportingAdvancement.Com

Brian Dowling will be participating from Vancouver – via Readytalk and will will focus on tips and tricks for building a data warehouse to support your fundraising operations. We’ll cover broad concepts and additionally drill down into some more granular techniques to help you get up and running quickly.

11:10 am– 12:10 pm
Campaign Reporting - Kai Kamrath, Columbia University
CASE Management Reporting Strategies – moving into a Comprehensive Campaign. When all your standard reports go out the window, untangle the mystic and learn how to train your staff on the various methods of reporting.

12:15 pm – 1:30pm
Vendor Roundtables – Discuss Hot Topics with our Sponsors
ClearWater Technical Group
BCI, Business Credit Information Inc.

1:30pm – 2:30 pm
Beware of the Hype - Chris Merry, ClearWater Technical Group
When evaluating new technology, don’t let the hype influence business decisions
• Text donations
• Business Intelligence
• Dash boards

2:30 – 2:45 pm
Afternoon Break – Mix and Mingle

2:45 pm – 3:45 pm
What Management Needs and Wants from Advancement Services
Robert Weiner, President, Robert L. Weiner Consulting
Explore strategies to make sure your work in advancement services meets the expectations of your immediate management team while providing all the information the team truly needs. Do they know what they really need? Are the expectations and needs always the same? If not, can you reconcile the two? Explore beyond reporting how to be the invaluable team member to your leadership.

3:45 pm – 4:30 pm
Social Media - The Implications of Social Media Information for Fundraising and Prospect Research, Nancy Benavente
This session will explore the use of social networks in leveraging communication, data and technology to increase the outreach and impact of our fundraising efforts. Strategy development for acquiring data on constituents via social networks will be discussed along with the integration of data collection and analysis efforts.

4:30 pm – 5:00 pm
Hot Topics - Challenge the Faculty
Feel like you have a problem unlike anyone else? Looking for the best practice in your own special situation? Have a question on management style, employee motivation or evaluation or another Advancement Services issue not yet addressed? With more than a '100' years of experience on the panel - the goal is to deliver solutions to you that work!

5:00 pm - 5:15 pm
Closing and Thanks!
Please join us for this farewell look to the future for a brief brainstorming exchange on your professional development interests to best serve your needs - and your employers - in Advancement.

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