AGENDA - UT System
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AGENDA SUNDAY, DECEMBER 4 – MONDAY, DECEMBER 5 #SYSTEMSEMINAR2016 | WWW.UTSYSTEM.EDU/SYSTEMSEMINAR
Transcript of AGENDA - UT System
AGENDA SUNDAY, DECEMBER 4 – MONDAY, DECEMBER 5
# S Y S T E M S E M I N A R 2 0 1 6 | W W W. U T S Y S T E M . E D U / S Y S T E M S E M I N A R
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SEMINARSYSTEM SCHEDULE AT-A-GLANCE2016
12:00 – 5:00 P.M.
Registration Open | REGISTRATION DESK, LEVEL 2
1:00 – 2:00 P.M.
Newcomer’s Program (Boot Camp) | AMPHITHEATRE 204This information-packed session is designed for development, marketing, communication and advancement professionals who have been hired or promoted in the past 18 months. Positioned at the beginning of System Seminar 2016, Boot Camp is the perfect opportunity to learn more about the mission and impact of one of the nation’s largest public university systems. You’ll learn about the culture and processes of the UT System, become familiar with terminology and discover valuable resources available to you. You’ll also have the chance to meet colleagues from UT institutions, develop a professional support group and receive career advice.
1:00 – 3:30 P.M.
Advancement Services Working Group | 107This session is limited to members of the UT System Advancement Services Working Group.
2:00 – 2:15 P.M.
Break
2:15 – 3:30 P.M.
Boot Camp Breakouts by Field | 202 & 204Development/Advancement and Marketing/Communication experts will continue the conversation and share specific information and greater detail on practices and resources directly related to your specialty.
3:30 – 3:45 P.M.
Break
3:45 – 5:00 P.M. BREAKOUT #1 - CONCURRENT SESSIONS
Hope Is Not a Strategy: Realizing Your Portfolio’s True Potential | 104
Wendy M. Anderson Executive Director of Major Gifts, UT Austin
Karl Miller Senior Associate, Bentz Whaley Flessner
Building and managing a strategic portfolio is not easy in today’s fundraising environment. This session will teach you how to allocate and manage your portfolio with a strategic focus that moves donors through the donor cycle and keeps your portfolio optimized for fundraising success. Regardless of the size of your program or your current portfolio, you will come away with new strategies for your top prospects and have a path for superior ROI.
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CONFERENCE BEGINS
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Compelling Appeals and Meaningful Thank You Notes | 106
Ed Sevilla Senior Vice President, Grenzebach Glier and Associates (GG+A)
Words matter! This session goes to the heart of the matter and is designed to improve your appeals and polish your stewardship messages. Come and learn from one of the best in the industry. Ed Sevilla heads the Strategic Communications practice for GG+A and is a CASE Circle of Excellence Gold Award in the “Annual Giving” category.
D.A.M. Cheap | 101
Mehran Poursmaeili Associate Director of Creative Services, UT System
The way people are consuming content is radically changing. Content with relevant images—both print and digital—gets more readership, views, retweets and shares, which means your visual strategy is vital for communication and influence. This session will provide tools, tips and tricks for finding an engaging image, modifying it and using it legally—without breaking the bank or creating liabilities.
Communication Strategies for Development and External Relations Team Members | 203
Lauri Lumm Senior Facilitator, Advancement Resources
Explore the four fundamental personality traits and how each impacts our communication styles and preferences. This session will also focus on generational differences and how to tailor interoffice communication to support and enhance overall development and external relationship efforts. Advancement Resources is an industry leader in research-based professional education with more than 15 years of expertise in medical, academic and nonprofit philanthropy.
Legislative Session Overview and Effective Legislative Communications | 202
Barry McBee Vice Chancellor and Chief Government Relations Officer, UT System
The 85th Texas Legislative Session is just around the corner. Get prepared by participating in a preview of the session, including a discussion of the key players and hot issues in the legislative process, an overview of the budget outlook for the state and higher education, and a summary of the legislative priorities for the UT System, its institutions and all of Texas higher education. McBee, who previously served as chief of staff for Gov. Rick Perry and as chairman of the Texas Natural Resource Conservation Commission, will also discuss effective communications to help guide you through the next legislative session.
5:45 – 6:15 P.M.
Load Shuttles for Dinner | HOTEL SIDE, UNIVERSITY AVENUE
6:00 P.M.
Dinner on the Town/Austin Experience | ABEL’S ON THE LAKE (MAPS AVAILABLE AT REGISTRATION DESK)
8:00 P.M.
First Shuttle Returns
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7:30 A.M. – 4:30 P.M.
Registration Open | REGISTRATION DESK, LEVEL 2
7:30 – 8:45 A.M.
Breakfast and Roundtable Discussions | GRAND BALLROOMTurn to page 10 for a full listing of Rountable topics.
9:00 – 9:30 A.M.
Welcome Remarks and General Session | GRAND BALLROOM
Randa Safady Vice Chancellor for External Relations, UT System
9:30 –9:45 A.M.
Break
9:45 – 10:45 A.M. BREAKOUT #2 - CONCURRENT SESSIONS
The Strategic Alumni Relations Enterprise | 104
Jeff Martin Senior Consultant, Education Advisory Board
Jana Kennelly Assistant Vice President for Alumni Relations, UT San Antonio
The alumni relations field has changed profoundly in recent years. Alumni populations are growing, donor counts are drop-ping, and alumni are increasingly unresponsive to their alma mater’s traditional engagement efforts. As a result, the question of how to engage alumni is challenging advancement leaders across higher education. New digital communication channels lead many alumni to circumvent their alma mater to connect with their former classmates, but even engaged alumni are dissatisfied by the underwhelming array of happy hours and social events that alumni relations professionals offer. Learn how innovative institutions are adapting to this changing environment by:
• Taking strides to meet the engagement needs of today’s alumni while fostering a seamless transition between engagement and giving;
• Facilitating high-impact engagement through digital programming and targeted volunteer opportunities; and • Hardwiring organizational processes so that alumni relations and development professionals communicate, collaborate,
and, in some cases, consolidate their operations.
Let’s Get Digital, Digital: More Moves for Your Annual Giving Dance Card | 203
Adrian Matthys Director of Annual Giving, UT Austin
Josh Robertson Vice President of Product Strategy, Ruffalo Noel Levitz
It’s time for everyone to get digital, but that doesn’t mean digital is the holy grail of fundraising channels. This session will wade through the hype surrounding digital and share field-proven data-driven strategies to help amplify your fundraising success, including:
Please remember to check out no later than Noon. You may store your luggage at Hotel Reception or Breakout 211 by the System Seminar Registration Desk until the program concludes.
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• Types of digital fundraising (spoiler alert: it’s more than crowdfunding and giving day) • The digital donor persona • Incorporating digital programs into an already congested annual giving plan • Building sustainable growth through digital strategy
Pitch Perfect: The Art of Successful Pitching | 202
Jodi Fleisig Senior Vice President, Media Relations, Porter Novelli
Journalists are stretched more now than ever before. They appreciate a great story, but they don’t want to be “pitched to,” so media relations pros need to do their homework. Fleisig, a former CNN senior executive producer, will give tips for thinking and acting like a reporter: Know your angle; make sure it breaks news, ties to the news of the day or a news trend; pitch it cleanly without a lot of hype; and get to the bottom line fast. And most importantly, don’t waste their time. This way, journalists will respect you, and if this story isn’t for them, they’ll answer your phone call the next time.
Changing Demographics | 101
Steve Murdock Director, Hobby Center for the Study of Texas; Allyn and Gladys Cline Professor, Department of Sociology, Rice University
Texas is the fastest growing and the second largest state in the nation. Its population increased from 20.9 million in 2000 to 27.5 million in 2015 and is projected to have more than 55 million by 2050. Texas, which became a majority-minority state in 2010, is among the most diverse states in the nation and is projected to become increasingly diverse in the coming decades.
This population shift in racial and ethnic composition presents a number of challenges for Texas, especially in K-12 and higher education. Lower levels of education are related to lower incomes and fewer socioeconomic resources for individuals and families, which then affects the government and other entities that depend on the overall wealth of the state and nation. Murdock, the former director of the U.S. Census Bureau and former state demographer of Texas, will discuss how important it is for actions to be taken to ensure that all Texans have the skills and education they need to be competitive; otherwise, Texas is likely to be poorer and less competitive in the future.
Networking Survival Skills: What You Say Without Saying a Word | SALONS DE, LEVEL 3
Diane Gottsman National Etiquette Expert, The Protocol School of Texas
As higher education professionals, we routinely find ourselves in situations where we must communicate effectively and put our best foot forward. Are you certain you are sending the right message? Understanding the intricacies of business etiquette is what thoughtful organizations and major corporations consider an essential survival skill. Effective networking takes effort and practice. People like doing business with people they trust, and a good communicator knows how to put others at ease. A nationally recognized etiquette expert and popular media resource, Gottsman will provide her best tips, tidbits and tricks from some of her many workshop offerings. As a former fundraiser, Gottsman can relate to the myriad of situations and circumstances advancement professionals encounter. Her immensely popular session will include topics such as: The Proper Introduction, A Handshake that Matters, Tips for Remembering Names, Body Language Basics, Technology Courtesy, Balancing Food & Drink Dilemmas, How to Exit a Conversation, Attire Do’s & Don’ts and more!
10:45 – 11:00 A.M.
Break
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11:00 A.M. – 12:00 P.M. BREAKOUT #3 - CONCURRENT SESSIONS
Exceeding Expectations for Major Donor Recognition | 104
Betsy B. Clardy Vice President & Chief Development Officer, UTMB Galveston
Maria A. Tabaracci Executive Director, Program Development & Campaign Manager, UTMB Galveston
Kelly L. Panfilli Director, Constituent Relations & Special Projects, UTMB Galveston
Everyone loves a little (or big!) spotlight now and then. Implementing a strong recognition and stewardship strategy, UTMB was able to meet—and exceed—donor expectations and strengthen donor retention rates. Join UTMB’s stellar development team as they share the donor recognition strategy for UTMB’s historic $450 million Working Wonders Campaign.
Goals and Metrics that Make a Difference | 101
Jeff Martin Senior Consultant, Education Advisory Board
Considering the emphasis today on large-dollar and mega gifts, there’s little margin for error when it comes to MGO performance. But without consistent and reliable metrics, MGOs will be unable to evaluate how their performance is progressing. In order to instill accountability and motivate MGOs, metrics need to play a key role in evaluating performance and determining rewards or consequences. And for metrics to truly carry weight, advancement teams need to immerse themselves in data and analytics, making them a part of their daily routines and decision-making processes. Learn how organizations are making the most of their metrics to both measure and incentivize performance.
Data and Reports that Matter | 203
Krishna M. Kelley Director, Prospect Coordination and Research, UT Arlington
Amy Kling Director of Advancement Services Technology, UT Arlington
Your database is one of your organization’s most valuable resources, but are you getting the most out of your data? Effective reporting enables you to understand giving trends, identify better prospects and be more efficient with your fundraising initiatives. Through stories and examples from personal experience, UT Arlington’s Krishna Kelley and Amy Kling will cover what to look for within your data and how well-designed reports can impact all aspects of your development operation. This session will include a Q&A on national trends in reporting, segmentation and data visualization.
Using Digital Analytics to Make Decisions | 202
Michael Reina Director of Digital Engagement, UT System
Digital analytics have come a long way from simply measuring page views and number of likes on a Facebook post. From analyzing engagement rates to utilizing heat mapping software, there are a number of low-cost and easy-to-execute tools and approaches to measure success. This session will showcase tips and techniques that can help your organization better leverage the power of digital analytics and make informed decisions about marketing and communications strategy. Leave this session with some takeaways that will make you an analytics expert.
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Creating a Culture of Communication & Collaboration | SALONS DE, LEVEL 3
Lynne Waters Vice President, University Communications, UT Arlington
Laura Harvey Director, Internal Communications, UT MD Anderson Cancer Center
Cathy Brandewie (Moderator) Director of Internal Communications, UT System
Chancellor McRaven has stated that an organization’s success depends on collaboration and communication to build a “team of teams.” Communicating with and involving System employees is critical to developing a team culture focused on a shared mission, common goals, and mutual trust and respect. This panel discussion will highlight internal communication programs already in place at several institutions, provide tips you can implement within your organization and consider how all can work together to enhance communications and collaboration System-wide.
12:15 – 1:45 P.M.
CHANCELLOR’S EXCELLENCE AWARDS LUNCHEON | GRAND BALLROOMRanda S. SafadyVice Chancellor for External Relations, The Universtiy of Texas System
Awards Presentation
1:45 – 2:00 P.M.
Break
2:00 – 3:00 P.M. BREAKOUT #4 - CONCURRENT SESSIONS
Major Gift Strategies for the Development Newcomer | SALONS DE, LEVEL 3
Kelly Scrivner Cronin Vice President for Institutional Advancement, UT Rio Grande Valley
What are those important strategic steps in securing transformational gifts? How well are you listening to your donors? How can academic partners make a difference? Learn from real case studies. This session is for the new and seasoned fundraising professionals.
Getting the Most Out of Raiser’s Edge | 104
Jim Ballou Principal Solutions Architect, Blackbaud
David Martin Senior Account Manager, Higher Education, Blackbaud
Join seasoned Blackbaud professionals as they highlight the capabilities of Raiser’s Edge and NXT software and provide you with solutions for streamlining and simplifying processes and creating greater efficiencies.
Beverley Golden Executive Director, Marketing and Communications, UT Tyler
Mary Havard Associate Vice President, Marketing & Communications, UTMB Galveston
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Principles in Design Thinking | 203
Stacey Chang Executive Director and Founding member, Design Institute for Health, UT Austin
Design and design thinking are now a part of everyday business practices, recognized as creative approaches to solving complex problems. More specifically, design thinking is a formal method for practical, creative resolution of problems and creation of solutions, with the intent of an improved future result – starting with a goal (a better future situation) instead of solving a specific problem. Stacey Chang, founding director of the Design Institute for Health at UT Austin, and former managing director at the global design firm IDEO, will share the basic tenets of design thinking. Applicable across industries, Chang will discuss both theory and practice and case studies from his two decades of experience at IDEO.
UT System Branding Update | 202
Teri Lucie Thompson Associate Vice Chancellor of Marketing and Communications and Chief Marketing Officer, UT System
Nancy Ryan Senior Vice President, Account Leadership, GSD&M
We operate in an environment of unprecedented change in academia, health care and research. And brands have come a long way from the time when it was first thought the word “brand” was just another word for logo. Although reinforced by names and marks, brands are now recognized as a company’s or institution’s identity and a measure of trust earned with stakeholders. It is now widely appreciated that a brand is one of the most important assets an organization owns, because they create distinctive images and associations in the minds of stakeholders and ultimately generate economic value. This session will provide an update on the UT System branding initiative with a focus on the market research executed to date and next steps.
Space Matters: Your Experimental Meetings Laboratory – Part 1 | CONF. ROOM 301
Jeff Hurt Executive Vice President, Education and Engagement, Velvet Chainsaw Consulting
This is not your father’s traditional conference education session. It’s an experimental meetings laboratory. You’ll rotate through four participatory exercises with your peers discussing space grammar: actions, attitudes, places and properties. Discover how to put them all together to create a unique meeting experience. Explore how to shift from a logistics focus to one of designing innovative and engaging experiences. Walk away inspired to bring these buzzwords to life at your next event.
Learning Outcomes: • Describe firsthand how design can be a barrier or facilitator to the attendee experience. • Identify ways to move from education sessions that are expert-centric to participant-centric. • Practice two behaviors that will help you become more innovative.
3:00 – 3:15 P.M.
Break
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3:15 – 4:15 P.M. BREAKOUT #5 - CONCURRENT SESSIONS
Corporate and Foundation Giving: Trends and Strategies | 104
Aaron Conley Senior Vice President, Grenzebach Glier and Associates (GG+A)
For many institutions, corporations and foundations account for more than one-third of all giving, but securing support from these sources can be complex. How does your institution make itself relevant to these donors? Attend this session to learn more about best practices and strategies to engage these philanthropic partners.
Getting to First Base: Insights into Marketing Your Gift Planning Program | 203
Marcia Inger Navrátil Director of Gift Planning Services, UT System
Do you know the best ways to engage your donors and educate them about planned giving opportunities? As budgets tighten, do you wonder how to choose the most effective marketing tools that will provide the most bang for your buck? This presentation will explore a variety of marketing options for institutions both large and small and will discuss marketing of specific planned giving vehicles and assets.
The Power of the Op-ed | 101
Daniel Oppenheimer Senior Communications Lead for Population Health, UT System
Jeremi Suri Professor; Mack Brown Distinguished Chair for Leadership in Global Affairs, UT Austin
Competition for earned media has never been greater, with fewer dedicated beat reporters and diminishing resources for journalists to dig deeply into issues that matter to higher education and health care. But with that challenge comes the opportunity to control the narrative, garner public support and explain complex issues. Op-eds can play a vital role in attracting media attention for key initiatives on your campus. Hear why soliciting and submitting op-eds from your institution’s thought leaders is more important than ever, and how they can be used strategically to promote your institution. You’ll also learn how to write an effective op-ed and how to successfully pitch it to local and national publications.
Suri is the author of numerous books and is a prolific generator of opinion pieces that have been published in The New York Times, Salon, The Daily Beast, CNN.com and more. Oppenheimer began his career as a journalist and authored the book “Exit Right: The People Who Left the Left and Reshaped the American Century.” Oppenheimer’s articles and essays have appeared in The Washington Post, The New York Times, The Atlantic and others.
A Seat at the Table | SALONS DE, LEVEL 3
Juliet García Senior Advisor to the Chancellor, UT System
Do you influence your institution’s direction? Contribute to the discussion about students, research, donors, challenges, and strategy? Do leaders seek your opinion? Are you included in informal networks that provide access to influential leaders and decision-makers? If you can answer yes to these questions, congratulations on your career success. You have earned a “seat at the table.” If your answer is no, what can you do to change that? How do you earn and keep your seat? This session will provide insights on how your actions and personal style can help you gain access and influence at a senior level.
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Space Matters: Your Experimental Meetings Laboratory – Part 2 | CONF. ROOM 301
Jeff Hurt Executive Vice President, Education and Engagement, Velvet Chainsaw Consulting
(Continuation of session from Breakout #4)This is not your father’s traditional conference education session. It’s an experimental meetings laboratory. You’ll rotate through four participatory exercises with your peers discussing space grammar: actions, attitudes, places and properties. Discover how to put them all together to create a unique meeting experience. Explore how to shift from a logistics focus to one of designing innovative and engaging experiences. Walk away inspired to bring these buzzwords to life at your next event.
Learning Outcomes: • Describe firsthand how design can be a barrier or facilitator to the attendee experience. • Identify ways to move from education sessions that are expert-centric to participant-centric. • Practice two behaviors that will help you become more innovative.
Need CFRE Points? Earn up to 5.25 points at System Seminar. Seventeen sessions were approved for credit towards the CFRE credential. Please check the seminar website www.utsystem.edu/systemseminar to see which sessions qualified.
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MONDAY ROUNDTABLES
7:30 – 8:45 A.M. Grand Ballroom (Salons ABC)
DEVELOPMENT/ADVANCEMENT Annual Giving Josh Robertson Ellen DonovanRuffalo Noel Levitz UT Rio Grande Valley
Corporate and Foundation RelationsAaron ConleyGrenzebach Glier and Associates (GG+A)
Endowment ComplianceCharlotte Hambrick Jean BennettUT System UT System
Engaging Young AlumniJeff Martin Jana KennellyEducation Advisory Board UT San Antonio
Gift Agreements and Naming OpportunitiesJulie Lynch Chandra McTyreUT System UT System
Major and Principal GiftsHolly Miori Roman HerringtonUT Dallas UT El Paso
Planned GivingLaura Hansen DeanUTMB Galveston
Prospect Research and ManagementJada Garrison UT Austin
Young Alumni Programs & Advisory Boards Ashlynn Dickey Sondra LomaxUT System UT Austin
MARKETING/COMMUNICATIONSCreative Services Project Initiation Forms/FlowsSally CharpiotUT System
Crisis CommunicationsGary SussweinUT Austin
News Monitoring & Clipping ServicesJenny LaCoste-Caputo UT System
Providing Opportunities for Leaders and Employees to ConnectMary HavardUTMB Galveston
Video Tips, Tricks, and ToolsCharlie Palafox UT System
Writing/Speechwriting for Other PeopleJohn MortonUT System
GENERAL INTERESTOnboarding for Staff MembersMichelle Baehl Lisa ChristisonUT System UT Health
Leadership/Management Issues Michael Kingan Heather AdkinsUT Arlington UT Health San Antonio
Special Events and Meeting Planning Natasha Helm UT Health
Start your Monday morning off right with optional roundtable discussions during breakfast. This is your opportunity to connect
with colleagues to discuss important topics in a smaller, more casual setting. Topics and facilitators are listed below.
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SPEAKER ROSTER
Wendy Anderson Executive Director of Major Gifts
UT Austin
Jim Ballou Principal Solutions Architect
Blackbaud
Cathy Brandewie Director of Internal Communications
UT System
Stacey Chang Executive Director and Founding Member,
Design Institute for Health
UT Austin
Betsy ClardyVice President & Chief Development Officer
UTMB Galveston
Aaron ConleySenior Vice President
Grenzebach Glier and Associates (GG+A)
Jodi Fleisig Senior Vice President, Media Relations
Porter Novelli
Juliet GarcíaSenior Advisor to the Chancellor
UT System
Beverley Golden Executive Director, Marketing and Communications
UT Tyler
Diane Gottsman National Etiquette Expert
The Protocol School of Texas
Laura Harvey Director, Internal Communications
UT MD Anderson Cancer Center
Mary Havard Associate Vice President, Marketing and Communications
UTMB Galveston
Jeff HurtExecutive Vice President, Education and Engagement
Velvet Chainsaw Consulting
Marcia Inger Navrátil Director of Gift Planning Services
UT System
Krishna KelleyDirector, Prospect Coordination and Research
UT Arlington
Jana Kennelly Assistant Vice President for Alumni Relations
UT San Antonio
Amy Kling Director of Advancement Services Technology
UT Arlington
Lauri Lumm Senior Facilitator
Advancement Resources
Jeff Martin Senior Consultant
Education Advisory Board
David Martin Senior Account Manager, Higher Education
Blackbaud
Adrian Matthys Director of Annual Giving
UT Austin
Barry McBee Vice Chancellor & Chief Government Relations Officer
UT System
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SPEAKER ROSTER
Karl Miller Senior Associate
Bentz Whaley Flessner
Steve MurdockDirector, Hobby Center for the Study of Texas; Allyn and Gladys
Cline Professor, Department of Sociology
Rice University
Daniel Oppenheimer Senior Communications Lead for Population Health
UT System
Kelly PanfilliDirector, Constituent Relations & Special Projects
UTMB Galveston
Mehran Poursmaeili Associate Director of Creative Services
UT System
Michael Reina Director of Digital Engagement
UT System
Josh Robertson Vice President of Product Strategy
Ruffalo Noel Levitz
Nancy Ryan Senior Vice President, Account Leadership
GSD&M
Kelly Scrivner CroninVice President for Institutional Advancement
UT Rio Grande Valley
Randa Safady Vice Chancellor for External Relations
UT System
Ed Sevilla Senior Vice President
Grenzebach Glier and Associates (GG+A)
Jeremi Suri Professor; Mack Brown Distinguished Chair for Leadership in Global Affairs
UT Austin
Maria Tabaracci Executive Director, Program Development & Campaign Manager
UTMB Galveston
Teri Lucie Thompson Associate Vice Chancellor of Marketing and
Communications and Chief Marketing Officer
UT System
Lynne Waters Vice President, University Communications
UT Arlington
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NOTES
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NOTES
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NOTES
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2016 BREAKOUT SESSIONSAt-A-Glance
SUNDAY, DECEMBER 4 AUDIENCE
3:45 – 5:00 P.M. BREAKOUT #1 – CONCURRENT SESSIONS
Hope is not a strategy: Realizing Your Portfolio’s True Potential DEV
Compelling Appeals and Meaningful Thank You Notes DEV/ADV/EVENTS
D.A.M. Cheap MAR
Communication Strategies for Development and COM/GEN External Relations Team Members
Legislative Session Overview and Effective Legislative Communications GEN/COM
MONDAY, DECEMBER 5 AUDIENCE
9:45 – 10:45 A.M. BREAKOUT #2 – CONCURRENT SESSIONS
The Strategic Alumni Relations Enterprise DEV
Let’s Get Digital, Digital: More Moves for Your Annual Giving Dance Card DEV/ADV
Pitch Perfect: The Art of Successful Pitching COM
Changing Demographics MAR/GEN
Networking Survival Skills: What You Say Without Saying a Word GEN/EVENTS
11:00 A.M. – 12:00 P.M. BREAKOUT #3 – CONCURRENT SESSIONS
Exceeding Expectations for Major Donor Recognition DEV/ADV
Goals and Metrics that Make a Difference DEV/ADV
Data and Reports that Matter ADV/DEV
Using Digital Analytics to Make Decisions MAR
Creating a Culture of Communication & Collaboration COM/GEN
ROOM
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2:00 – 3:00 P.M. BREAKOUT #4 – CONCURRENT SESSIONS
Major Gift Strategies for the Development Newcomer DEV
Getting the Most Out of Raiser’s Edge ADV/DEV/GEN
Principles in Design Thinking MAR
UT System Branding Update MAR/GEN
Space Matters: Your Experimental Meetings Laboratory – Part 1 EVENTS/GEN
3:15 – 4:15 P.M. BREAKOUT #5 – CONCURRENT SESSIONS
Corporate and Foundation Giving: Trends and Strategies DEV/ADV
Getting to First Base: Insights into Marketing Your Gift Planning Program DEV/ADV
The Power of the Op-Ed COM
A Seat at the Table COM/GEN
Space Matters: Your Experimental Meetings Laboratory – Part 2 EVENTS/GEN
DEV = Development ADV = Advancement Services COM = Communications
MAR = Marketing EVENTS = Special Events GEN = General Interest
LEGEND
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Sunday, December 4 Time Event Location
12:00 – 5:00 P.M. Registration Open Registration Desk, Level 2
1:00 – 2:00 P.M. Newcomer’s Program (Boot Camp) Level 2
1:00 – 3:30 P.M. Advancement Services Working Group ** Level 1
2:00 – 2:15 P.M. Break
2:15 – 3:30 P.M. Boot Camp Breakouts by Field Level 2
3:30 – 3:45 P.M. Break
3:45 – 5:00 P.M. Breakout #1–Concurrent Sessions Levels 1, 2
5:45 – 6:15 P.M. Load Shuttles for Dinner Hotel Side, University Avenue
6:00 P.M. Dinner on the Town/Austin Experience Abel’s on the Lake
8:00 P.M. First Shuttle Returns
Monday, December 5Time Event Location
7:30 A.M. – 4:30 P.M. Registration Open Registration Desk, Level 2
7:30 – 8:45 A.M. Breakfast and Roundtable Discussions Grand Ballroom, Level 3
9:00 – 9:30 A.M. Welcome Remarks and General Session Grand Ballroom, Level 3
9:30 – 9:45 A.M. Break
9:45 – 10:45 A.M. Breakout #2 – Concurrent Sessions Levels 1, 2, 3
10:45 – 11:00 A.M. Break
11:00 A.M. – 12:00 P.M. Breakout #3 – Concurrent Sessions Levels 1, 2, 3
12:15 – 1:45 P.M. Chancellor’s Excellence Awards Luncheon Grand Ballroom, Level 3
1:45 – 2:00 P.M. Break
2:00 – 3:00 P.M. Breakout #4 - Concurrent Sessions Levels 1, 2, 3
3:00 – 3:15 P.M. Break
3:15 – 4:15 P.M. Breakout #5 - Concurrent Sessions Levels 1, 2, 3
** This session is limited to members of the UT System Advancement Services Working Group.
SCHEDULEAt a Glance
