Tell your story - Potentiality Online Communities Conference... · 2018. 6. 8. · and...

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Tell your story

2018 annual conference

Headline sponsor

Conference programme

Monday 11 JuneIDPE 2018 Development

Awards Dinner

@IDPE_Europe #idpeawards

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Welcome to the 17th IDPE Annual ConferenceMonday 11 and Tuesday 12 June 2018

Congratulations on finding the time to attend the UK’s leading conference for senior leaders, alumni relations and schools’ development professionals. It is an exciting year for the annual conference as we move to the Hilton Birmingham Metropole for the first time and we are delighted that you are able to be here with us.

Whether you are communicating your school’s vision, making an ask, demonstrating to donors the difference they have already made or just explaining to your colleagues what development and alumni relations is all about, you are telling a story.

We are aiming to inspire, encourage and equip you to Tell your story in more engaging, innovative and creative ways.

We are thrilled to be welcoming some truly outstanding speakers across the two days of the conference, many of whom have a national or even international reputation in the charitable, education and fundraising sectors. We are enormously grateful to every one of them for giving so generously of their time, wisdom and insight.

Huge thanks are due to Jo Beckett and her wonderful IDPE team who have been working tirelessly since last year to make this conference the best yet. They have been ably supported in this by our conference committee, the IDPE trustees and other volunteers who have given many hours of help and assistance on top of their already busy day jobs to ensure this year’s conference is a success. Thank you to each and every one of them.

As well as giving you a chance to step away from the office and invest a couple of days in thinking about the big picture, we are keen to give you the practical tools you need to maintain the momentum and make change happen when you get back to your desk. With this in mind we have asked every speaker to include “takeaways” to help you tackle the real issues which await you back in the everyday world. Watch out for these.

One of the most valuable aspects of this conference is the chance to spend time with your peers from other schools and our sponsors and exhibitors, sharing your questions, experiences and advice. Be bold in making new connections and sharing the challenges which face you back in your institution. Whatever your issue, there is bound to be someone else here who has been in a similar situation and will only be too happy to share their experiences with you. The more people you speak to, the greater your chances of finding the answers you are looking for, so go forth and network.

Schools have compelling stories to tell about changed lives and transformed communities. The next two days are all about helping you articulate your school’s story in even more engaging ways, so dive in and make the most of all the opportunities that are waiting for you here.

Sir Tim Smit is best known for his achievements in Cornwall. He ‘discovered’ and then restored ‘The Lost Gardens of Heligan’ with John Nelson, which is now one of the UK’s best loved gardens. Tim is Executive Vice Chair and Co Founder of the multi award-winning Eden Project in Cornwall. Since its opening in 2001, 19 million people have come to see a once sterile pit, turned into a cradle of life containing world-class horticulture and startling architecture symbolic of human endeavour. Tim is also Executive Chairman for Eden Project International which aims to have an Eden Project on every inhabited continent by 2025.

Tim Smit KBE, Executive Chairman, Eden Project International and Executive Vice Chair and Co Founder, Eden Project

The theme this year is Tell your story.

Peter Anderson 2018 Annual Conference Co-Chair RBAI Foundation Director The Royal Belfast Academical Institution

Melanie Bushell 2018 Annual Conference Co-Chair Development Director The Portsmouth Grammar School

2018 keynote speaker

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Monday 11 June 201808:30 – 09:30

Registration Exhibition Hall Foyer

08:30 – 09:30

Morning coffee with sponsors and exhibitors

Exhibition Hall

08:30 – 09:30

Networking for first-time delegates

Is it your first annual conference? Why not join us at the IDPE stand for an opportunity to meet IDPE staff, volunteers and other first-time delegates to find out how you can make the most of your conference experience.

Exhibition Hall

09:35 – 10:30

Opening and keynote address

Transformation – it’s in our nature

SPONSORED BY Rux Burton Associates

Tim Smit KBE, Executive Chairman, Eden Project International and Executive Vice Chair and Co Founder, Eden Project

Every good story has a hero, someone willing to take risks, to overcome the impossible, to achieve the incredible! Tim will share his own adventure and how he overcame the impossible: persuading people to believe in his bold visions and to realise the true cost of doing nothing. He will reflect on how aversion to risk is ultimately killing the British spirit, and preventing us all from achieving the unachievable!

Chair: Glen Fendley Queens

10:30 – 11:05

Mid-morning coffee with sponsors and exhibitors

Exhibition Hall

10:30 – 11:05


Is it your first annual conference? Why not join us at the IDPE stand for an opportunity to meet IDPE staff, volunteers and other first-time delegates to find out how you can make the most of your conference experience.

Exhibition Hall

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11:10 – 12:10

Session 1

Bringing your alumni engagement into the 21st century

Murray Lindo, Head, Wellington College Community and CEO, Wellington College Foundation; Caroline Monaghan, Radleian Society Manager, Radley College

This session explores the ‘six pillars’ of 21st century alumni engagement through the case studies of Radley and Wellington. You will hear about what they believe to be the cornerstones of a healthy symbiotic relationship between the school and its alumni, and how to build strong networks that the whole school community can contribute to and benefit from. The session will end with an interactive discussion of other schools’ perspectives on 21st century alumni engagement.

Chair: Dan Keyworth Earls

The alumni journey – what does good engagement look like?

Sara Eastwood, Alumni Officer, Concord College

In just over two years, Concord College has grown their alumni engagement to nearly 2,000 online members, regularly achieving over 400 log-ins per month and open rates of between 50-70% for their email communications. Join them to explore how they are achieving these results through targeted communications and mini communities, and what next to ensure their network remains relevant to its members.

Chair: Kate Jillings Henley

A new development office – highs, hurdles and hindsights

Rachel Hadley-Leonard, Foundation Development Director, Princethorpe College; Julia Hodgkins, Director of Development, Godolphin and Latymer School

Rachel will explore some of the highs and hurdles of navigating her way through establishing a new development office, and her solutions to overcoming the challenges she faced along the way. Whilst Julia, new to development herself, inherited an existing fundraising department, and will share her insights and hindsights from starting out in fundraising and how she has made her mark.

Chair: Jenny Hipwell Dukes

Juggling the external relations balls

Karen Hartshorn, Director of Development, Pangbourne College

The external relations model, bringing together development, admissions, communications and marketing, is becoming more and more popular. But, with all those portfolios you can be pulled in too many directions at once. How do you make sure each function gets the amount of time and attention it deserves? This interactive session will explore how to balance priorities, time, personnel and projects, and offer tips for effective juggling.

Chair: Joel Trotman Hampton

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Sunday 10 June 201818:45 – 19:30

Drinks Reception SPONSORED BY Graduway

Colonial

19:30 – 22:00

Informal Dinner SPONSORED BY Graduway

Terrace

Although delegates are free to attend any session that is of interest to them, most of the sessions taking place have been designed with a specific audience in mind.

Key to Conference Streams

idpe.org.uk@IDPE_Europe

#IDPE18

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Appropriate for everyone

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Alumni relations SPONSORED BY

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External relations SPONSORED BY

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Fundraising techniques SPONSORED BY

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Heads, bursars, governors (Monday) SPONSORED BY

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A shared vision – why is it necessary for fundraising success?

Keith Budge, Headmaster, Bedales Schools; Dr Jon Cox, Headmaster, Royal Grammar School, Guildford; Jesse Elzinga, Headmaster, Reading Blue Coat School; Stephen Locke, Bursar, Pate’s Grammar School

The benchmarking report demonstrates the importance of an engaged senior leadership and a single, shared vision, to a school’s fundraising success. Without a strong vision and a plan for its fulfilment, potential donors just will not give – they need to believe in your school’s story. Join our panel of senior leaders as they discuss how to ensure fundraising forms the foundation of your school strategy and how through creating a shared vision, you can potentially transform your school’s future.

Queens

12:10 – 13:15

Lunch with sponsors and exhibitors Exhibition Hall

12:30 – 13:15

GDPR genius bar

Louise Bennett, Director of Content, IDPE; Matthew Dear, Executive Director of Development, Oundle School; John Murphie, Chief Operating Officer, ISBA; Paula Williamson, Solicitor, The Information Law Practice

Still have questions around GDPR? Then why not come along to the IDPE stand to ask our experts.

Exhibition Hall

Fundraising clinic for those new to development

Looking to increase engagement with your alumni? About to begin a new capital campaign? Or have you been tasked to develop your school’s development strategy and don’t know where to start? The fundraising clinic is an opportunity for delegates to access free one to one advice, with some of our most advanced development directors on hand to answer your questions. Booking essential – please visit the registration desk for more information.

Earls

13:20 – 14:05

Session 2

Finding purpose, emotion and story in you and your fundraising

Stephen George, Director, Good Leaders

All too often to fundraise we just focus on the ‘how’ and the ‘what’ but we miss the ‘why’, the purpose, and how to connect through story. Finding purpose and honest emotion personally, in our campaigns and with our donors, can be inspirational and transformational. Stephen George will explore some of the barriers and opportunities, and how through simple and personal storytelling, you can establish an emotional connection with your school community to win their support and transform your fundraising.

Chair: Phillip Rothwell Queens

14:15 – 15:15

Session 3

Tailored to fit – making your alumni relations programme work for all your audiences

Kerrie Holland, Director of Supporter Engagement and Operations, Aston University; Sarah Ritchie, Alumni and Development Director, Rydal Penrhos School

Whether aged 16 or 106, based a mile away or on a different continent, just starting a career or long-retired, all your alumni really have in common is you. So how do you appeal to everyone? Join Sarah and Kerrie as they share how – and why – they personalise their programmes to engage different groups of alumni.

Chair: Phillip Rothwell Dukes

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Achieving one story, one brand, across multiple stakeholders

Richard Gillingwater, Managing Director, Emotional Branding

You can’t afford to tell different stories of who you are: to promote 20 different messages on an open day; create multiple sub-brands or present an array of facts within a fundraising campaign. You need to create a single brand, your own ‘emotional signature’. Why emotions? Because it’s emotions that drive our behaviours. People will support you because of how you make them feel. Make that feeling strong enough and they will give your school more money, more time and more support. So how do you build this unique bond, the one thing that connects you with everyone?

Chair: Lesley Boyd Earls

Your alumni give but parents don’t. Or your parents give but alumni don’t. How do you get all your constituencies firing at once?

Melanie Bushell, Development Director, The Portsmouth Grammar School; Simon McGrahan, Development Director, Eltham College; Katie Shama, Partner, Rux Burton Associates

Portsmouth Grammar School had great alumni support; their parent engagement campaign is now doing well too, with their last phone campaign raising nearly £200,000. Eltham College has recently completed a £8.5m campaign. The bulk of the money came from parents, affluence among older alumni not being that of the parent body today. Nonetheless, the school still found ways to achieve great results with alumni. This session will look at how these two schools achieved success and also at a wealth of other tried and tested strategies which can ensure both constituencies develop together and a comprehensive community of support is achieved.

Chair: Glen Fendley Hampton

Prologue or epilogue? Stories, societies and securing a legacy pledge

Alix Morley, Deputy Director of Development, Rugby School; Claire Routley, Consultant, Legacy Fundraising Ltd; Richard Witt, Development Director, Sedbergh School Foundation

This session will look at how stories over a lifetime will motivate our communities to pledge. Case studies will explore practical solutions for legacy campaigns (and some of the unintended consequences!) including how Sedbergh and Rugby have grown legacy commitment to 260 and 300 pledges respectively.

Chair: Jan Perrins Henley

Same school; different perspective – how can you ensure governors and development directors are on the same page?

Carol Bawden, Governor, Malvern St James Girls’ School; Amanda Scott, Director of Development,The Latymer Foundation at Hammersmith; Ros Sweeting, Chair of Governors,The Latymer Foundation at Hammersmith; Sophie von Maltzahn, Director of Development and Alumni Relations, University College School, Hampstead

Governors are ultimately responsible for schools’ development, but as volunteers have limited time to engage and are not fundraising experts; development directors are the experts and recognise a Board that understands development and participates in fundraising can make all the difference. How can governors and development teams work more closely together to achieve the ultimate happy ending?

Chair: Julie Cornell Queens

15:15 – 16:10

Afternoon tea with sponsors and exhibitors

Exhibition Hall

GDPR genius bar

Louise Bennett, Director of Content, IDPE; Simon Jones, Director of Development, The Manchester Grammar School; John Murphie, Chief Operating Officer, ISBA; Paula Williamson, Solicitor, The Information Law Practice


Exhibition Hall

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16:15 – 17:15

Session 4

GDPR – the dawn of a new era in schools’ fundraising?

Adrian Beney, Partner, More Partnership; Matthew Dear, Executive Director of Development, Oundle School; Paula Williamson, Solicitor, The Information Law Practice

The Information Commissioner, Elizabeth Denham states ‘25 May is not the end. It is the beginning.’ What does the future hold for fundraising under the new data protection legislation? Is your school GDPR-ready or are you still struggling to understand what you need to do to achieve GDPR compliance? Whatever stage of the GDPR journey you are at, join our panel of experts to ask your questions on GDPR and find out what the future holds for schools’ fundraising under the new legislation.

Chair: Louise Bennett Queens

Communicating in times of crisis – how to manage your school’s reputation when the unexpected happens

James Olley, Senior Consultant, Montfort Communications; Jeremy Pickles, Director of Development, Clifton College

Crises inevitably can and do happen…but how you communicate with your community in a crisis and during the aftermath will determine the impact on your school’s reputation. Communicating in the appropriate way across all audiences can substantially affect how your community responds, and can make the difference in protecting both your reputation and in maintaining the support of your donor base. During this interactive session learn how your school can prepare to help you deal with the unexpected and how to rebuild trust within the community.

Chair: Alison Vernon Earls

Inside out – communication strategies to engage internal audiences from the common room to the canteen

Cathy Law, Development Director, Campbell College

A strong internal community should be the starting point of any successful development strategy. Making connections across teaching and non-teaching staff through a shared vision and building a sense of togetherness is vital before engaging in any external stakeholder activity. This session will look at ways to engage different staffing groups as part of your wider development strategy. Getting everyone on board and keeping everyone happy is no easy task and this session aims to give an honest overview looking at ten tactics that were undertaken with varying degrees of success!

Chair: Peter Anderson Hampton

Beyond mere bricks and mortar – framing a capital campaign for success

Susie Baker, Director of the Waynflete Office, Magdalen College School; Michael Joyce, Executive Director, Sevenoaks School Foundation

Michael Joyce and Susie Baker will explore how strategy, impact and storytelling come together when framing a successful capital campaign. Michael led the work to plan and execute Sevenoaks’ £15 million Horizon 2020 campaign. In contrast, since joining Magdalen College School in 2015, Susie has closed a rapid £3 million campaign for a new sixth-form centre. In conversation with Marc Whitmore, Michael and Susie will discuss their approaches, the critical role of donors in addition to governors and heads, and how effective storytelling engages and connects the whole school community.

Chair: Marc Whitmore Dukes

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Beyond the benchmarking report – 3 steps for success

Fran Kennedy, Director of Development and External Relations, Cheadle Hulme School; Becki Mckinlay, Managing Consultant, Graham-Pelton Consulting

The recent benchmarking report demonstrates that all schools can achieve success. However, what does success look like for your school? Is it all about the money raised? And how can benchmarking your school’s performance against other schools enable you to set achievable targets?

Chair: Isabella Bennett Henley

17:25 – 17:45

IDPE 2018 Annual General Meeting Hampton

17:45 – 19:15

Free time

19:15 – 19:45

IDPE 2018 Development Awards Drinks ReceptionSPONSORED BY Halpin Partnership

Exhibition Hall

19:45 – 22:30

IDPE 2018 Development Awards Dinner Queens

HBG

Tuesday 12 June 2018

08:30 – 09:30

Registration Exhibition Hall Foyer

Morning coffee with sponsors and exhibitors

Exhibition Hall

09:35 – 10:35

Session 1

Beyond the pounds – Is ROE the new ROI?

Chris Marshall, President, Graduway

The recent IDPE benchmarking report demonstrates fundraising is a natural outcome of good alumni engagement – but how can we measure it? How can we record impact beyond ROI? Hear from alumni relations thought leader, Chris Marshall on how to measure Return on Engagement (ROE), learn what is trending today in the industry, and demonstrate how effective alumni relations engagement will ultimately increase your Return on Investment (ROI).

Chair: Karen Hartshorn Queens

10:45 – 11:45

Session 2

It’s not just the size of your network – it’s the interaction that matters!

Simon Jones, Director of Development, The Manchester Grammar School; Chris Marshall, President, Graduway

Alumni networks are an invaluable resource, not only do they know your institution well, but they are a pool of talent, information and potential financial support. This session reviews examples from established alumni relations programmes around the world. Discussion topics include: the latest trends in technology; the use of business, mentoring and career programmes; events; overseas engagement; and how you can effectively integrate alumni relations and development.

Chair: Simon Jones Earls

Target your communications for better results

Sarah Butler, Communications Consultant, Looseleaf Productions

A practical writing workshop for all those involved in their school’s communications. It’s tempting to try to reach as many people as possible with every communication – we’ll look at why this might not be wise. We’ll explore how to identify and target your key audiences and how to tell them your story in a way that gets results. Bring writing materials and an example of relevant writing from your workplace to share.

Chair: Jo Beckett Henley

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Good asking – the role of research in efficient, effective and enjoyable fundraising

Dr Beth Breeze, Director, Centre for Philanthropy, University of Kent; Daniel Fluskey, Head of Policy and External Affairs, Institute of Fundraising

Why do fundraisers carry out prospect research on potential donors? How can we reassure our school communities, of the importance of this research to fundraising? And what impact does GDPR have on what research we can (or can’t) do? Join Dr Beth Breeze and Daniel Fluskey to find out how we can increase understanding of fundraising techniques, follow best practice and ensure that we are all engaged in ‘Good Asking’.

Chair: Chris Aucken Queens

Making the most of the middle – how to grow income from your mid-level donors

Charly White, Coach and Trainer, Vivid Leadership

Increasingly fundraisers are realising that there is a gap between the direct marketing experience offered to individual giving donors and the tailored, one to one approach taken with major donors. What experience do we give those donors who fall between this gap? You will learn how to apply both individual giving and major giving techniques into a coherent, cost effective mid-value programme – come and find out how to combine the best of both worlds.

Chair: Melanie Bushell Hampton

Making the ask – how to ensure donors are at the heart of your story

Jo Ballantine, Director of Development, The Royal Latin School; Mark Coote, Director of Development, Christ Church Oxford; Rachael Henshilwood, Director of Development, Eton College

‘Once upon a time’ is how every good fundraising ask begins – we paint a picture of why we need a donor’s support, the difference that they could make to the school, and how we can’t achieve our happy ending without them. But where is the donor in this story? Hear from experienced development directors on their experience of making the ask, what has worked, what they have learnt when things haven’t gone quite according to plan, and the importance of the donor experience to your fundraising story.

Chair: Rachael Henshilwood Dukes

11:45 – 12:30

Mid-morning coffee with sponsors and exhibitors

Exhibition Hall

GDPR genius bar

Louise Bennett, Director of Content, IDPE; Matthew Dear, Executive Director of Development, Oundle School


Exhibition Hall

11:45 – 12:15

State school forum

Clare Atkinson, Development Director, Dr Challoner’s Grammar School; Dana Morgan, Director of Development and Alumnae Relations, Wycombe High School

Are you working in alumni relations or schools’ development in a state school? Why not join us at our state school forum? A chance to meet with other development professionals in the state sector and explore issues relevant to your school.

Henley

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12:35 – 13:35

Session 3

Deep impact – the future of fundraising and volunteering in education

Simon Lerwill, Director of Development and Alumni Relations, University of Birmingham

Supporters are increasingly demanding to know the true impact of their giving and also want to feel more directly engaged with the organisations they support – this session will explore what this might mean for fundraising and volunteering in your school.

Chair: Jo Beckett Earls

Telling your story on a shoestring – finding compelling ways to engage your school community that cost next to nothing!

Stephen Locke, Bursar, Pate’s Grammar School; Shirley Park, Development Officer, Pate’s Grammar School

With constant cuts to school budgets, it can be difficult to justify spending money on communications or events for your school community – even if the ultimate aim is to raise further funds for the school. But engaging with your school community doesn’t have to cost a fortune. Hear from Pate’s Grammar School how a smaller budget can lead to greater innovation!

Chair: Clare Atkinson Hampton


Sarah Butler, Communications Consultant, Looseleaf Productions

A practical writing workshop for all those involved in their school’s communications. It’s tempting to try to reach as many people as possible with every communication – we’ll look at why this might not be wise. We’ll explore how to identify and target your key audiences and how to tell them your story in a way that gets results. Bring writing materials and an example of relevant writing from your workplace to share.

Chair: Louise Bennett Henley

Making all the right moves?

Elisabeth Anderson, Director of Development, Bryanston School; Shaun Horan, CEO, Halpin Partnership

How do you progress great relationships with your donors? How can a mid-level giver become a transformational philanthropist? This session will look at how to develop your prospect pipeline, how to put the right targets in place, and ultimately establish an approach to moves management which delivers the right results for your institution and your donors.

Chair: Andrew Beales Dukes

The art of flying – a story of raising aspiration and realising ambition

Simon Jones, Director of Development, The Manchester Grammar School; Eleanor Marsden, Director of Development, Farleigh School; Kerry Wilson, Director of Development, Rugby School

This session will look at creating and sustaining successful bursary programmes. With challenges of maintaining fundraising momentum the speakers will examine why knowing the beneficiaries can make all the difference.

Chair: Kerry Wilson Queens

13:35 – 14:30

Lunch with sponsors and exhibitors and conference close

Exhibition Hall

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Appropriate for everyone

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Alumni relations SPONSORED BY

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External relations SPONSORED BY

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Fundraising techniques SPONSORED BY

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Heads, bursars, governors (Monday) SPONSORED BY

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ELISABETH ANDERSONDirector of Development, Bryanston School

Making all the right moves?

Tuesday 12:35 – 13:35 Dukes

SUSIE BAKERDirector of the Waynflete Office, Magdalen College School

Beyond mere bricks and mortar – framing a capital campign for success

Monday 16:15 – 17:15 Dukes

JO BALLANTINEDirector of Development, The Royal Latin School

Making the ask – how to ensure donors are at the heart of your story

Tuesday 10:45 – 11:45 Dukes

CAROL BAWDENGovernor, Malvern St James Girls’ School


Monday 14:15 – 15:15 Queens

ADRIAN BENEYPartner, More Partnership

GDPR – the dawn of a new era in schools’ fundraising?


DR BETH BREEZEDirector, Centre for Philanthropy, University of Kent

Good asking – the role of research in efficient, effective and enjoyable fundraising

Tuesday 10:45 – 11:45 Queens

KEITH BUDGEHeadmaster, Bedales Schools

A shared vision – why is it necessary for fundraising success?


MELANIE BUSHELLDevelopment Director, The Porstmouth Grammar School


Monday 14:15 – 15:15 Hampton

SARAH BUTLERCommunications Consultant, Looseleaf Productions


Tuesday 10:45 – 11:45 HenleyTuesday 12:35 – 13:35 Henley

MARK COOTEDirector of Development, Christ Church OxfordMaking the ask – how to ensure donors are at the heart of your storyTuesday 10:45 – 11:45 Dukes

DR JON COXHeadmaster, Royal Grammar School, GuildfordA shared vision – why is it necessary for fundraising success?Monday 11:10 – 12:10 Queens

MATTHEW DEARExecutive Director of Development, Oundle SchoolGDPR – the dawn of a new era in schools’ fundraising?Monday 16:15 – 17:15 Queens

SARA EASTWOODAlumni Officer, Concord CollegeThe alumni journey – what does good engagement look like?Monday 11:10 – 12:10 Henley

JESSE ELZINGAHeadmaster, Reading Blue Coat SchoolA shared vision – why is it necessary for fundraising success?Monday 11:10 – 12:10 Queens

DANIEL FLUSKEYHead of Policy and External Affairs, Institute of FundraisingGood asking – the role of research in efficient, effective and enjoyable fundraisingTuesday 10:45 – 11:45 Queens

STEPHEN GEORGEDirector, Good LeadersFinding purpose, emotion and story in you and your fundraisingMonday 13:20 – 14:05 Queens

RICHARD GILLINGWATERManaging Director, Emotional BrandingAchieving one story, one brand, across multiple stakeholdersMonday 14:15 – 15:15 Earls

RACHEL HADLEY-LEONARDFoundation Development Director, Princethorpe CollegeA new development office – highs, hurdles and hindsightsMonday 11:10 – 12:10 Dukes

KAREN HARTSHORNDirector of Development, Pangbourne CollegeJuggling the external relations ballsMonday 11:10 – 12:10 Hampton

RACHAEL HENSHILWOODDirector of Development, Eton CollegeMaking the ask – how to ensure donors are at the heart of your storyTuesday 10:45 – 11:45 Dukes

JULIA HODGKINSDirector of Development, Godolphin and Latymer SchoolA new development office – highs, hurdles and hindsightsMonday 11:10 – 12:10 Dukes

KERRIE HOLLANDDirector of Supporter Engagement and Operations, Aston UniversityTailored to fit – making your alumni relations programme work for all your audiencesMonday 14:15 – 15:15 Dukes

SHAUN HORANCEO, Halpin PartnershipMaking all the right moves?Tuesday 12:35 – 13:35 Dukes

SIMON JONESDirector of Development, The Manchester Grammar SchoolIt’s not just the size of your network – it’s the interaction that matters! Tuesday 10:45 – 11:45 Earls

The art of flying – a story of raising aspiration and realising ambitionTuesday 12:35 – 13:35 Queens

MICHAEL JOYCEExecutive Director, Sevenoaks School FoundationBeyond mere bricks and mortar – framing a capital campign for successMonday 16:15 – 17:15 Dukes

FRAN KENNEDYDirector of Development and External Relations, Cheadle Hulme SchoolBeyond the benchmarking report – 3 steps for successMonday 16:15 – 17:15 Henley

CATHY LAWDevelopment Director, Campbell College

Inside out – communication strategies to engage internal audiences from the common room to the canteen


SIMON LERWILLDirector of Development and Alumni Relations, University of BirminghamDeep impact – the future of fundraising and volunteering in educationTuesday 12:35 – 13:35 Earls

For more information about this year’s speakers, please visit idpe.org.uk

2018 Annual Conference Speakers

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MURRAY LINDOHead, Wellington College Community and CEO, Wellington College FoundationBringing your alumni engagement into the 21st CenturyMonday 11:10 – 12:10 Earls

STEPHEN LOCKEBursar, Pate’s Grammar SchoolA shared vision – why is it necessary for fundraising success?Monday 11:10 – 12:10 Queens

Telling your story on a shoestring – finding compelling ways to engage your school community that cost next to nothing!Tuesday 12:35 – 13:35 Hampton

ELEANOR MARSDENDirector of Development, Farleigh SchoolThe art of flying – a story of raising aspiration and realising ambitionTuesday 12:35 – 13:35 Queens

CHRIS MARSHALLPresident, GraduwayBeyond the pounds – is ROE the new ROI?Tuesday 09:35 – 10:35 Queens

It’s not just the size of your network – it’s the interaction that matters!Tuesday 10:45 – 11:45 Earls

SIMON MCGRAHANDevelopment Director, Eltham CollegeYour alumni give but parents don’t. Or your parents give but alumni don’t. How do you get all your constituencies firing at once?Monday 14:15 – 15:15 Hampton

BECKI MCKINLAYManaging Consultant, Graham-Pelton ConsultingBeyond the benchmarking report – 3 steps for successMonday 16:15 – 17:15 Henley

CAROLINE MONAGHANRadleian Society Manager, Radley CollegeBringing your alumni engagement into the 21st CenturyMonday 11:10 – 12:10 Earls

ALIX MORLEYDeputy Director of Development, Rugby SchoolPrologue or epilogue? Stories, societies and securing a legacy pledgeMonday 14:15 – 15:15 Henley

JAMES OLLEYSenior Consultant, Montfort Communications


Monday 16:15 – 17:15 Earls

SHIRLEY PARKDevelopment Officer, Pate’s Grammar School

Telling your story on a shoestring – finding compelling ways to engage your school community that cost next to nothing!

Tuesday 12:35 – 13:35 Hampton

JEREMY PICKLESDirector of Development, Clifton College


Monday 16:15 – 17:15 Earls

SARAH RITCHIEAlumni and Development Director, Rydal Penrhos School

Tailored to fit – making your alumni relations programme work for all your audiences

Monday 14:15 – 15:15 Dukes

CLAIRE ROUTLEYConsultant, Legacy Fundraising Ltd

Prologue or epilogue? Stories, societies and securing a legacy pledge

Monday 14:15 – 15:15 Henley

AMANDA SCOTTDirector of Development, The Latymer Foundation at Hammersmith



KATIE SHAMAPartner, Rux Burton Associates



TIM SMIT KBEExecutive Chairman, Eden Project International and Executive Vice Chair and Co Founder, Eden Project

Keynote address: Transformation – it’s in our nature


ROS SWEETINGChair of Governors, The Latymer Foundation at HammersmithSame school; different perspective – how can you ensure governors and development directors are on the same page?Monday 14:15 – 15:15 Queens

SOPHIE VON MALTZAHNDirector of Development and Alumni Relations, University College School, HampsteadSame school; different perspective – how can you ensure governors and development directors are on the same page?Monday 14:15 – 15:15 Queens

CHARLY WHITECoach and Trainer, Vivid LeadershipMaking the most of the middle – how to grow income from your mid-level donorsTuesday 10:45 – 11:45 Hampton

PAULA WILLIAMSONSolicitor, The Information Law PracticeGDPR – the dawn of a new era in schools’ fundraising?Monday 16:15 – 17:15 Queens

KERRY WILSONDirector of Development, Rugby SchoolThe art of flying – a story of raising aspiration and realising ambitionTuesday 12:35 – 13:35 Queens

RICHARD WITTDevelopment Director, Sedbergh School FoundationPrologue or epilogue? Stories, societies and securing a legacy pledgeMonday 14:15 – 15:15 Henley

Corporate speakers are independent companies/consultants. IDPE has not necessarily worked with these companies/consultants. Although we value their input, we do not endorse them and we assume no responsibility or legal duties by being associated with them. IDPE reserves all rights.

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New to the IDPE Annual Conference?Tips for first-time delegates

We want you to really enjoy your first IDPE conference. The presentations, panel sessions and forums, along with numerous networking opportunities, will provide you with the information and support you need to develop your confidence in schools’ development and enhance your career.

We hope that the tips below will be helpful, but if at any time during the conference you have a question, however small, please head to the conference registration desk where the IDPE team will be delighted to help you.

Recognising who is whoYou will notice that there is a blue sticker on your name badge, indicating that this is your first IDPE conference. This will help you distinguish other ‘first-timers’ and also enable others to recognise someone who may need a little help.

IDPE staff are easily identifiable by their orange lanyards, and IDPE trustees and regional vice presidents are indicated as such on their name badges.

Finding your feet and making new contactsThere are two networking opportunities specifically for first-time delegates, which will enable you to ask questions and find out how you can make the most of your conference experience. Join us at the IDPE stand in the exhibition hall, on Monday morning, to meet IDPE staff, volunteers and other first-time delegates.

You will be surrounded by people just like you who are experiencing the same challenges. The people you meet during the conference could well form a vital support network for you in the coming years.

Planning your time effectivelyThe quick session planner on the back page of the programme allows you to plan your time effectively and highlight those sessions you wish to attend.

Please remember that the streams are there as a guide only. They indicate the main focus of the session, or the target audience, but you are very welcome to attend sessions within any stream.

Making the most of our new programmeThis year’s programme focusses on increasing opportunities for delegates to network and learn from each other. Presentations and panel sessions from our experienced speakers will focus on providing practical tips that you can take away to create change within your school.

Don’t be afraid to catch up with a speaker after a session if you’d like to discuss a specific issue in more depth or ask their opinion on how you can apply their suggestions to your school.

Having your fundraising and GDPR questions answeredWe will be holding the first-ever fundraising clinic on Monday. Make an appointment at the conference registration desk to meet with an experienced Development Director who will be able to answer your fundraising questions.

Don’t forget to get your GDPR questions answered at our GDPR genius bar at the IDPE stand in the exhibition hall. We will be on hand to answer your questions during Monday lunchtime, Monday afternoon tea break and Tuesday morning coffee break.

We would like to thank ISBA for their support in developing ‘GDPR: A Practical Guide for Schools’.

Meeting the exhibitors If you are looking for a new supplier or are simply wishing to make new contacts, do make time to visit our exhibitors who are some of the leading suppliers to the sector. The conference is an opportunity to tap in to their expertise, make preliminary enquiries or firm up an initial meeting.

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2018 Annual Conference Sponsors

Headline Sponsor

Rux Burton AssociatesA British consultancy, working across the globe, specialising in all forms of regular giving including ED, DM and phone. w: teleraise.com e: [email protected]

Silver Sponsors

Potentiality Cloud based fundraising database, engagement platform and online community.w: ptly.com e: [email protected]

Marts & LundyMarts & Lundy UK helps advance education through strategic, sustainable philanthropy.w: martsandlundy.co.uk e: [email protected]

ToucanTechA beautiful all-in-one community and database software. w: toucantech.com e: [email protected]

Platinum SponsorsHalpin PartnershipHalpin Partnership is a fundraising consultancy like no other.w: halpinpartnership.com e: [email protected]

MCCA creative branding and design agency helping schools create impact.w: mccdesign.com e: [email protected]

BlackbaudThe Total Development Solution: CRM | Digital | Social | Payments | Grants | Peer-to-Peer. w: fundraising.blackbaud.co.uk e: [email protected]

The Access GroupThe Access Group provide a suite of software to the NFP sector. w: theaccessgroup.com e: [email protected]

InTouch SoftwareComplete Development/Alumni solution – powerful CRM and bespoke Alumni Community Portal.w: intouchsoftware.co.uk e: [email protected]

Gold Sponsors

GraduwayGraduway is one of the leading alumni networking and mentoring platforms.w: graduway.com e: [email protected]

Graham-Pelton Consulting Fundraising and management consulting firm for leading nonprofit organisations.w: grahampelton.co.uk e: [email protected]

More PartnershipFundraising Consultants. And More.w: morepartnership.com e: [email protected]

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Databases

DonorPerfect UKDonorPerfect offers a powerful and complete CRM and fundraising development software.w: donorperfect.co.uk e: [email protected]

BlackbaudThe Total Development Solution: CRM | Digital | Social | Payments | Grants | Peer-to-Peer. w: fundraising.blackbaud.co.uk e: [email protected]

The Access GroupThe Access Group provide a suite of software to the NFP sector. w: theaccessgroup.com e: [email protected]

InTouch SoftwareComplete Development/Alumni solution – powerful CRM and bespoke Alumni Community Portal.w: intouchsoftware.co.uk e: [email protected]

Financial Services

investmyschool.comThe UK’s only dedicated crowdfunding platform for independent schools.w: investmyschool.com e: [email protected]

Fundraising Consultants

GivergyAward-winning fundraising technology to raise more at events or online.w: givergy.com/fundraisee: [email protected]

Graham-Pelton ConsultingFundraising and management consulting firm for leading nonprofit organisations.w: grahampelton.co.uk e: [email protected]

More PartnershipFundraising Consultants. And More.w: morepartnership.com e: [email protected]

RSAcademics LtdRSAcademics are experts and innovators in school development and fundraising. w: rsacademics.co.uk e: [email protected]

Halpin PartnershipHalpin Partnership is a fundraising consultancy like no other.w: halpinpartnership.com e: [email protected]

2018 Annual Conference Exhibitors

Fundraising Regulations

Fundraising RegulatorThe independent regulator of charitable fundraising in England, Wales and Northern Ireland.w: fundraisingregulator.org.uk e: [email protected]

Annual Funds

Buffalo Fundraising Consultants Delivering bespoke services to accelerate our clients’ regular giving programmes.w: buffalofc.co.uk e: [email protected]

Rux Burton AssociatesA British consultancy, working across the globe, specialising in all forms of regular giving including ED, DM and phone. w: teleraise.com e: [email protected]

School Notices LimitedA digital fundraising noticeboard that generates revenue for participating schools.w: schoolnotices.co.uk e: [email protected]

Smarteezie LtdSophisticated and intelligent telephone fundraising software and consultancy services.w: smarteezie.com e: [email protected]

Data Management

SDS Group (Education & Heritage)Specialists in the digitisation and retrieval of schools’ documentation and heritage.w: sds-group.co.uk e: [email protected]

Potentiality/WCBS SchoolALUMNICloud based fundraising database, engagement platform and online community.w: ptly.com e: [email protected]

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Sponsors and exhibitors are independent companies/consultants. IDPE has not necessarily worked with these companies/consultants. Although we value their input, we do not endorse them and we assume no responsibility or legal duties by being associated with them. The opinions and views expressed by speakers and authors within the programme do not necessarily represent those of IDPE. IDPE reserves all rights.

For more information about our sponsors and exhibitors, please visit idpe.org.uk

Marketing/Social Media

Haime & ButlerBrand design and communication.w: haime-butler.com e: [email protected]

ClasslistClasslist – the 2018 BETT award-winning parent comms app for schools.w: classlist.come: [email protected]

Online Alumni Communities

GraduwayGraduway is one of the leading alumni networking and mentoring platforms.w: graduway.com e: [email protected]

ToucanTechA beautiful all-in-one community and database software. w: toucantech.com e: [email protected]

Fundraising Tools

jumblebee LtdFundraising platform for live and online auctions at your events. w: jumblebee.co.uk e: [email protected]

International Fundraising

British Schools and Universities Foundation (BSUF)501 C 3 Charitable Foundation that supports British schools and universities.w: bsuf.org e: [email protected]

Personalised Products

Briconomics LtdDonor recognition tools for professional fundraisers.w: briconomics.com e: [email protected]

SSC LtdSSC Ltd help organisations fundraise through sponsorship recognition projects.w: sandblastsignco.co.uk e: [email protected]

Publishing

Third Millennium PublishingPublishing customised illustrated books in partnership with leading institutions. w: tmbooks.com e: [email protected]

Public Affairs – Planning and Development

Facultas AssociatesFacultas works with ambitious schools to secure timely planning consents.w: facultas.co e: [email protected]

Recruitment

Harris Hill LtdOne of the UK’s leading charity and not for profit recruitment specialist.w: harrishill.co.uk e: [email protected]

COLONIAL TERRACE

MAIN ENTRANCE& HOTEL RECEPTION

CONFERENCE REGISTRATION(EXHIBITION HALL FOYER)

NEC AND BIRMINGHAM INTERNATIONAL RAILWAY STATION ENTRANCE

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#IDPE18

The Hilton Birmingham Metropole Plan of the ground floor

COLONIAL TERRACE

MAIN ENTRANCE& HOTEL RECEPTION

CONFERENCE REGISTRATION(EXHIBITION HALL FOYER)

NEC AND BIRMINGHAM INTERNATIONAL RAILWAY STATION ENTRANCE

BAR & LOUNGE

THE

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Plan of the exhibition hall

Exhibitor StandBlackbaud 14

Briconomics Ltd 31

British Schools and Universities Foundation – BSUF

24

Buffalo Fundraising Consultants 15

Classlist 6

DonorPerfect UK 5

Facultas Associates 8

Fundraising Regulator (Monday only) 23

IDPE 22

Exhibitor StandGivergy 3

Graduway 17

Graham-Pelton Consulting 13

Haime & Butler 26

Halpin Partnership 30

Harris Hill Ltd 4

InTouch Software 29

investmyschool.com 21

jumblebee Ltd 20

More Partnership 16

Exhibitor StandPotentiality / WCBS SchoolALUMNI 12

RSAcademics 10

Rux Burton Associates 19

School Notices Limited 18

SDS Group (Heritage & Education) 25

Smarteezie Ltd 11

SSC Ltd 7

The Access Group 1

Third Millennium Publishing 9

ToucanTech 2

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DELEGATE ENTRANCE

Monday 11 June 2018 Attend08:30 – 09:30 Registration Exhibition Hall Foyer

08:30 – 09:30 Morning coffee with sponsors and exhibitors Exhibition Hall


09:35 – 10:30 Opening and keynote address: Transformation – it’s in our nature Queens

10:30 – 11:05 Mid-morning coffee with sponsors and exhibitors Exhibition Hall


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ALU Bringing your alumni engagement into the 21st century Earls

ALU FDR The alumni journey – what does good engagement look like? Henley

ALU FDR A new development office – highs, hurdles and hindsights Dukes

EXT Juggling the external relations balls Hampton

HBG A shared vision – why is it necessary for fundraising success? Queens

12:10 – 13:15 Lunch with sponsors and exhibitors Exhibition Hall

12:30 – 13:15 GDPR genius bar

Fundraising clinic for those new to development Earls

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ALL Finding purpose, emotion and story in you and your fundraising Queens

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ALU Tailored to fit – making your alumni relations programme work for all your audiences Dukes

EXT Achieving one story, one brand, across multiple stakeholders Earls

FDR Your alumni give but parents don’t. Or your parents give but alumni don’t. How do you get all your constituencies firing at once? Hampton

FDR Prologue or epilogue? Stories, societies and securing a legacy pledge Henley

HBG Same school; different perspective – how can you ensure governors and development directors are on the same page? Queens

15:15 – 16:10 Afternoon tea with sponsors and exhibitorsExhibition Hall

GDPR genius bar

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ALL GDPR – the dawn of a new era in schools’ fundraising? Queens

EXT Communicating in times of crisis – how to manage your school’s reputation when the unexpected happens Earls

EXT Inside out – communication strategies to engage internal audiences from the common room to the canteen Hampton

FDR Beyond mere bricks and mortar – framing a capital campaign for success Dukes

HBG Beyond the benchmarking report – 3 steps for success Henley

17:25 – 17:45 IDPE 2018 Annual General Meeting Hampton

17:45 – 19:15 Free time

19:15 – 19:45 IDPE 2018 Development Awards Drinks Reception Exhibition Hall

19:45 – 22:30 IDPE 2018 Development Awards Dinner Queens

Tuesday 12 June 2018 Attend08:30 – 09:30 Registration Exhibition Hall Foyer

08:30 – 09:30 Morning coffee with sponsors and exhibitors Exhibition Hall

09:3

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ALL Beyond the pounds – Is ROE the new ROI? Queens

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ALU It’s not just the size of your network – it’s the interaction that matters! Earls

EXT Target your communications for better results Henley

FDR Good asking – the role of research in efficient, effective and enjoyable fundraising Queens

FDR Making the most of the middle – how to grow income from your mid-level donors Hampton

FDR Making the ask – how to ensure donors are at the heart of your story Dukes

11:45 – 12:30 Mid-morning coffee with sponsors and exhibitorsExhibition Hall

GDPR genius bar

11:45 – 12:15 State school forum Henley

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ALU FDR Deep impact – the future of fundraising and volunteering in education Earls

ALU FDR Telling your story on a shoestring – finding compelling ways to engage your school community that cost next to nothing! Hampton

EXT Target your communications for better results Henley

FDR Making all the right moves? Dukes

FDR The art of flying – a story of raising aspiration and realising ambition Queens

13:35 – 14:30 Lunch with sponsors and exhibitors and conference close Exhibition Hall

IDPE, Kelston Park, Bath BA1 9AE t: 01225 829030 e: [email protected] w: idpe.org.uk

Tell your story - Potentiality Online Communities Conference... · 2018. 6. 8. · and...

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