FORUM 2022
Impact & Influence

June 16 & 17
at Michigan Union, Ann Arbor

 

DAY 1: Thursday, June 16
INFLUENCE

Location: Kuenzel Room, 1st floor Michigan Union

unless otherwise noted

 

FORUM Check-in & Breakfast

Coffee and light breakfast provided

8 a.m.

Welcome & Expectations

9 a.m.

Keynote: Increasing Your Signal

Tim Fortescue, 40 Watt Coaching

9:15 a.m.

Stepping into another team's conference room (or Zoom) can feel daunting as a presenter! In this session, we'll explore a few simple concepts and structures that will give you the start of a road map to feeling prepared to make an impact from the moment you start. You'll be active during this session, so be prepared to move around, practice and meet new colleagues as you workshop different communication best practices.


Tim Fortescue is the founder of 40 Watt Coaching in San Francisco. He works with some of most recognizable brands in Silicon Valley and around the world on improving communication skills in order to form more connected teams. Before pivoting his career toward executive coaching and training, Tim was a major gift fundraiser at the University of Michigan from 2011-2015, where he partnered with PD regularly! 

TAKE A BREAK

10:30 a.m.

Show & Tell

10:40 a.m.

CRM/Outlook Integration, presented by Kari Stokosa, Senior Managing Director, Research & Prospect Management and Todd ConkeyProspect Development Manager at Wisconsin Founation & Alumni Association

In an aim to improve fundraiser efficiency in timeliness and content for contact report entry, we worked closely with BrightVine to implement an Outlook Integration with Blackbaud CRM.

Show & Tell

11 a.m.

Portfolio Reviews & My Fundraiser+, Presented by Paul WiklanskiSenior Associate Director of Prospect Development at University of Michigan and Candace Olley, Director, Prospect Development at University of Cincinnati Foundation

Strategic Portfolio Reviews are not a one size fits all exercise, we will discuss how best practices are evolving to advance the effectiveness of these value-added sessions. We will also discuss a new philosophy that builds on the success of our dashboarding initiative that provides fundraisers with an interactive and intuitive view into their upcoming donor engagement efforts.

Show & Tell

11:20 a.m.

Storytelling Data with Visuals presented by Nhu HuynhDirector, Research and Prospect Management at University of Chicago

This session will detail how to effectively express research and prospect management insights in the language of graphics. As experts closest to portfolio, prospect, and population data, how can we use visuals to emphasize that prospect development has a point to communicate? The session will cover real-life examples (charts, graphs, etc.), tips and tricks for compelling design, and choosing effective visuals.

Show & Tell

11:40 a.m.

Building the Pipeline through Faculty Engagement presented by Emily Shipman, Assistant Director, Grateful Patient & Pipeline Development at Michigan Medicine and Donna Wolf, Associate Director Prospect Development at The Ohio State University 

Moving from high level analysis of patient populations into tracking individual patient referrals from faculty members. We'll cover the spectrum of faculty engagement using data visualizations to tracking the ROI of individual physician referrals.

LUNCH BREAK

Noon to 1:30 p.m.

Lunch not provided. Use this time to explore Ann Arbor and connect with colleagues!

Check out some of our favorite spots!

Panel Discussion: Campaign Planning

1:30 p.m.

Following decades of campaign success that used the traditional planning playbook, the University of Michigan decided to rethink our approach as we began designing our next (and still developing) comprehensive campaign. Join our Campaign Team in a moderated discussion as they reveal how they worked with leadership to get buy-in for this new approach, how they designed a process to engage diverse teams from across campus, and how they built trust with deans and faculty through facilitated conversations about bold and highly collaborative ideas that can inspire our donors and community members.

  • Todd Baily, Associate Vice President, University of Michigan

  • Maher Salah, Senior Director of Development for Strategic Initiatives, University of Michigan

  • Conor Neville, Associate Director, Campaign Strategy and Initiatives, University of Michigan

  • Moderated by Craig Leonard, Senior Director of Prospect Development and Analytics, University of Michigan.

TAKE A BREAK

2:30 p.m.

Specialty Discussions & Networking

2:45 p.m.

Connect with your colleges in Research, Prospect Management or Analytics to discuss pressing industry issues. Then we will mix it up for some cross-specialty networking!

  • Analytics hosted by Brent Laskowski, Interim Director of Prospect Management & Analytics at Pennsylvania State University

    • Location: Pond (1st floor)​

  • Prospect Management hosted by Todd Conkey, Prospect Development Manager at Wisconsin Foundation & Alumni Association

    • Location: 2210 ABC (2nd floor)​

  • Research hosted by Sarah Luckey, Sr. Associate Director, Research & Prospect Management, The Ohio State University

    • Location: Kuenzel (1st floor)​

Closing

4:40 p.m.

Happy Hour

4:50 p.m.

Dominick's, 812 Monroe St, Ann Arbor, MI

DAY 2: Friday, June 17
IMPACT

Location: Kuenzel Room, 1st floor Michigan Union

unless otherwise noted

 

FORUM Check-in & Breakfast

Coffee and light breakfast provided

8 a.m.

Welcome & Expectations

9 a.m.

Keynote: Katie Fraumann, Executive Associate AD, Development

From basketball team captain to Executive Associate Athletic Director for Development, Katie Fruamann is one of the University of Michigan's most inspiring leaders.

9:15 a.m.

TAKE A BREAK

10:15 a.m.

Show & Tell

10:30 a.m.

Building New Partnerships presented by Katelin Newman, Development Research Analyst at University of Michigan; Teresa Pilon, Senior Research Analyst at Michigan Medicine and Sarah Luckey, Sr. Associate Director, Research & Prospect Management at The Ohio State University

Ohio State and University of Michigan come together to share our experiences in building relationships with colleagues outside of Major Gifts to build the pipeline in non-traditional ways.

Show & Tell

10:50 a.m.

Staffing Decision Model presented by John Daughenbaugh, Associate Director for Analytics at Pennsylvania State University and Brent Laskowski, Interim Director of Prospect Management & Analytics at Pennsylvania State University

The construction of a 3-D matrix that guides placement of new gift officers to their assigned units.

Show & Tell

11:10 a.m.

Due Diligence In A Decentralized Environment presented by Sierra Bulson, Senior Analyst, Development Research & Due Diligence at University of Michigan

They say a building is only as strong as its foundation. In this Show & Tell, we will explore the foundation of the University of Michigan's prospect development due diligence program. Join us to learn about the questions and considerations, along with the organizational stakeholders and partners, that are involved and help inform the due diligence research and review process at Michigan.

Show & Tell

11:30 a.m.

Weekly News Digest presented by Jessica Szadziewicz, Associate Director, Prospect Research at University of Chicago and Derek Beigh, Senior Analyst, Prospect Research at University of Chicago

The University of Chicago has expanded its news process beyond sharing links about alumni and significant donors. We’re turning basic alerts and publication tracking into a lively Weekly News Digest delivered to alumni relations and development staff that highlights philanthropic and industry trends, as well as diving deeper into major stories on individuals – then using the underlying data to find new capacity among our constituents and sharing the results with frontline fundraisers. This session will highlight the mechanics of the digest, how we find wealth among featured prospects, and how these processes have facilitated a closer relationship between Prospect Research and fundraisers.

LUNCH BREAK

Noon to 1:30 p.m.

Lunch not provided. Use this time to explore Ann Arbor and connect with colleagues!

Check out some of our favorite spots!

Panel Discussion: Diversity, Equity & Inclusion

1:30 p.m.

Join Kat WalshDirector, Diversity, Equity, and Inclusion Initiatives & Student Engagement and Kelli North, Assistant Director of Development Research, DEI Initiatives at University of Michigan  for an interactive session focusing on how you can implement DEI concepts into your prospect development operations. Topics include diversifying your pipeline and bias in data.

About Kat: Kat Walsh oversees the execution of the Michigan Development's DEI strategic plan, is the key fundraising liaison for the Vice Provost for Equity and Inclusion, and serves on faculty at the Gerald R. Ford School of Public Policy.  As part of her work, Kat serves as the institutional lead for The Raise: Generations of Black Excellence, a donor group envisioned by  Brandi Hudson that   seeks to leverage individual philanthropy as a vehicle to elevate the University of Michigan Black community and advance societal change.  During her fifteen-year tenure at Michigan, Kat developed the nationally award-winning Development Summer Internship Program (D-SIP). D-SIP introduces college students to fundraising as a career path and intentionally diversifies the pipeline of talent into the profession.  In addition, Kat developed the first comprehensive student giving program at U-M, resulting in 10,000+ students donating over $2 million during the Victors for Michigan Campaign, and oversaw the Telefund operation for five years. Kat is certified trainer in the Intercultural Development Inventory, Emotional Intelligence and Diversity, Unconscious Bias, and Training Design for Intercultural Learning.

TAKE A BREAK

2:30 p.m.

Breakout I
(choose one)

2:45 p.m.

Engagement Beyond Attendance facilitated by Janet Weimar, Manager, Prospect Management; Kelsey Parman, Senior Prospect Management Analyst and Katie Sturgell, Director of Development, Institute for Vision Research at University of Iowa Center for Advancement

While the pandemic caused disruption to our industry and countless changes in the ways we work, it also broke down office walls and presented new opportunities for collaboration. In addition, as nonprofits moved to a more virtual world, we found new and innovative ways to connect with our alumni and friends in their space, on their time. The University of Iowa Center for Advancement’s signature virtual series, Chat from the Old Cap, is a series of virtual engagement sessions featuring alumni, friends, and faculty sharing stories from their careers, backgrounds, and the University that unites us. In this session, we will highlight one of these events and share with attendees how development, prospect management, and other internal partners worked together to position this event as a catalyst for greater philanthropic impact.

Location: Pond (1st floor)

Getting Everyone To Take an Interest in Interests facilitated by Kari Stokosa, Senior Managing Director, Research & Prospect Management at Wisconsin Foundation & Alumni Association

The Advancement teams at Wisconsin Foundation & Alumni Association have been working together on a coordinated effort to collect and utilize interest information with an eye toward improving prospect identification, increasing participation rates and enhancing constituent engagement opportunities. This session will discuss the formation of a cross-functional Interest Tagging Workgroup, projects undertaken to collect interests and plans for on-going data collection.

Location: Kuenzel (1st floor)

Breakout II
(choose one)

3:20 p.m.

State of Analytics facilitated by Paul Hively, Director, Analytics at Northwestern University Kellogg School of Management

Join us for an analytics-focused discussion on our institution’s big wins, upcoming opportunities, current challenges, and where we want to take the profession from here.

Location: Pond (1st floor)

Start Making Accountability Happen facilitated by Heather McPhail, Senior Associate Director of Development Research at University of Michigan

What is our role in accountability? What is the fundraiser's role in accountability? How do we start making it happen? The future of establishing a culture of accountability rests on the relationships we build and the trust we establish between others in our organization. It also requires clear goals and expectations. Accountability is not something that just happens, but it is cultivated. Let's discuss the various types of accountability we are already and wishing to create and the successes we are having at our organizations.

Location: Kuenzel (1st floor)

Closing

4 p.m.