Pre-FORUM Sessions

The Pre-FORUM Sessions will give attendees the opportunity to have in-depth discussions with peers who share their focus areas. For this reason, participants should only attend the Pre-FORUM session of the area in which their work is primarily focused. 

The sessions will take place Wednesday, June 20th from 8:30 AM to 11:30 AM

Check-in will take place from 8:00 AM to 8:30 AM for all sessions. Check-in will be at 701 Tappan Avenue, Blau Hall, Room 1560 for all sessions except Health Care. Check-in for the Health Care Pre-FORUM will be at Mott Children's Hospital (see address below). 

The schedules for the sessions are as follows:

Analytics Pre-FORUM


LOCATION: Ross School of Business, 701 Tappan Avenue, Blau Hall, Room 1570

 8:30 AM - 8:45 AM    Welcome and Introductions
            - Brett Lantz, University of Michigan     
 8:45 AM - 9:15 AM Analytics State of the Union 2018
            - Brett Lantz, University of Michigan
 9:15 AM - 9:45 AM Session 1:  Reproducible Data Science and Fundraising Analytics with GitHub and Markdown
            - Paul Hively, Northwestern University
 9:45 AM - 10:00 AM Break
 10:00 AM - 10:30 AM Session 2: Analytics Partnerships - Sharing our Success Stories
            - Mark Dumich, University of Notre Dame
 10:30 AM - 11:00 AM Session 3: Practical Methods for Making Sense of Unstructured Text Data
            - Victor Ogundipe, University of Michigan
 11:00 AM - 11:30 AM Session 4: Generating Behavioral Insights, Spurring Marketing Automation
            - Mirabai Auer, University of Chicago

Healthcare Pre-FORUM


LOCATION: Mott Children’s Hospital, 1540 E Hospital Drive, 12th Floor, Room F

 8:30 AM - 8:45 AM Welcome and Introductions
            - Michael London, Cleveland Clinic
 9:00 AM - 10:00 AM Tour of Michigan Medicine
            - Emily Shipman, University of Michigan (and team)
 10:00 AM - 10:45 AM Round Table Discussion: Working with Pediatric Data and Content Samples
            - Chelsey Bunderson, University of Wisconsin; Michael London, Cleveland Clinic
 10:45 AM - 11:30 AM Round Table Discussion: Working with an Increase in Grateful Patient Data Volumes, Segmentation Strategies and Assignment Process
            - Ashley Selmon, University of Chicago; Stephanie Fultz, Ohio State University; Michael London, Cleveland Clinic

Prospect Management Pre-FORUM


LOCATION: Ross School of Business, 701 Tappan Avenue, Blau Hall, Room 0570

 8:30 AM - 9:00 AM Welcome and Ice Breaker
            - Kristin Gill, University of Michigan; Meghan Walsh, University of Notre Dame
 9:00 AM - 10:15 AM Guided Discussion: Moves Management
            - Meghan Walsh, University of Notre Dame
  • Tracking Portfolio Moves
  • Introducing New Prospects to the Pipeline
  • Best Practices for Stewardship Prospects
 10:15 AM - 10:30 AM Break
 10:30 AM - 11:30 AM Guided Discussion: Metrics for Prospect Management
            - Kristin Gill, University of Michigan
  • How Does Prospect Management Add Value?
  • How Can We Quantify Our "Worth"?
  • Can We Separate Our Work from the Actions of Gift Officers?

Research Pre-FORUM


LOCATION: Ross School of Business, 701 Tappan Avenue, Blau Hall, Room 0560

 8:30 AM - 8:40 AM Welcome and Introductions
            - Elizabeth Goodman, University of Chicago
 8:40 AM - 9:50 AM Session 1: The Future of Prospect Research - Opportunities and Obstacles
            - Steven Lange, University of Wisconsin; Kelli North, University of Michigan
  • The Next Generation of Prospects
  • Ethics
 9:50 AM - 10:00 AM Break
 10:00 AM - 11:20 AM Session 2: Research Deep Dive
            - Jason Borah, University of Minnesota; Sarah Johnson, University of Chicago
  • Capacity Ratings
  • Relationship Mapping
  • Pro Tips
 11:20 AM - 11:30 AM Top Takeaways and Wrap-Up
            - Elizabeth Goodman, University of Chicago