FORUM 2023
Innovation & Managing Change
DAY 1: Wednesday, June 21
1 pm to 6 pm
Join us for an optional campus tour at 10 am!
Location: Pendleton Room, 2nd floor, Michigan Union
unless otherwise noted
OPTIONAL TOUR: UMMA Art Museum
10 a.m.
Join us for a guided tour of UMMA, the University of Michigan Museum of Art. Led by Liz Seger, Chief Development Officer.
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Meet us at Frankel Wing State Street entrance.
LUNCH BREAK
11 a.m. to 1 p.m.
Lunch not provided. Use this time to explore Ann Arbor and connect with colleagues!
Check In
1 p.m.
Michigan Union, Pendelton Room, 2nd Floor
Welcome & Expectations
1:30 p.m.
Keynote: Tim Fortescue, 40 Watt Coaching
2 p.m.
After his hit session 'Increasing your Signal' at FORUM 2022, we are excited to have Tim back to do a deeper dive with us this year!
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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!
Happy Hour
4:30 p.m.
Dominick's, 812 Monroe St, Ann Arbor, MI
DAY 2: Thursday, June 22
8 a.m. to 5 p.m.
Location: Pendelton Room, 2nd floor, Michigan Union
unless otherwise noted
FORUM Check-in & Networking
Coffee and breakfast items available for purchase on site.
8 a.m.
Welcome & Overview
9 a.m.
Panel Discussion: Insights from Chief Development Officers
9:15 a.m.
Development Leadership from across the FORUM community come together to discuss innovative projects, managing leadership change, and more.
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Participating institutions include:
Mayo Clinic
Michigan Medicine
Ohio State University
Univeristy of Cincinnati
University of Michigan
University of Wisconsin
Breakout Sessions
10:30 a.m.
Choose one of the following:
Name, Image & Likeness (NIL) in College Athletics
Facilitated by Katelin Newman, University of Michigan, and Elizabeth Godek, University of Michigan Athletics
This session will give attendees an overview of NIL and how it impacts athletics operations and fundraising. Attendees will have a chance to ask Elizabeth Godek, Director of Premium Seating, questions and engage in discussion about the potential impacts at their organizations.
Room 2210 (2nd floor)Grateful Patient Fundraising
Facilitated by Donna Wolf & Emily Christian, Ohio State University, and Emily Shipman & Ryann Eff, Michigan Medicine
Description: In this session, we will be joined with gift officers from Ohio State Wexner Medical and Michigan Medicine to engage in a conversation around grateful patient fundraising. The discussion will provide insights into the strategy and engagement opportunities with both faculty and patients at our medical centers.
Pendleton Room (2nd floor)Hiring & Team Structure
Facilitated by Beth Campbell, Rika Young & Susan Gahan, University of Minnesota Foundation
This session will explore how the University of Minnesota PD team recovered from a staffing shortage - moving from a fragmented, siloed (yet talented!) group of employees to a fully staffed, highly engaged team.
Pond Room (1st floor)
LUNCH BREAK
11:30 to 1:00 p.m.
Lunch not provided. Use this time to explore Ann Arbor and connect with colleagues!
Show & Tell
1:00 p.m.
Cross-Unit Giving Analysis, Todd Conkey & Karsten Sale, University of Wisconsin
Beyond Keywords: Revolutionizing Donor Relations with "Idea based" search, Drew Wham, The Pennsylvania State University
Plan Stage Automation, Emily Kelley & Sarah Luckey, The Ohio State University
Recruiting and Workforce, Darren Cooper, Mayo Clinic
Breakout Sessions
2:30Â p.m.
Choose one of the following:
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Diversifying the Prospect Pipeline
Facilitated by Kelli North, University of Michigan, and John Hermans, University of Toronto
This session will, through discussion and reflection, go into the major issues we face in pursuing DEI initiatives. Attendees will talk about how PD can be a strategic partner in diversifying the prospect pipeline and handling sensitive data, as well as troubleshoot challenges faced working in this space.
Room 2210 (2nd floor)Leadership Skills
Facilitated by Viv Chappell, Wisconsin Foundation and Alumni Association, and Harper Lee, University of Cincinnati Foundation
This session will explore the topic of leadership through three different lenses -- leading and managing people, leading without authority, and influencing through prospect development work. The goal is that through discussion and reflection, attendees will each come to a working leadership philosophy.
Pond Room (1st floor)Monitoring Progress on Discovery Prospects
Facilitated by Katie Harrell, University of Illinois at Urbana-Champaign
This session will share the process developed at Illinois to monitor and understand progress on discovery referrals. It will also explore a qualification framework. Attendees will uncover actions (however small) that they can take at their organizations.
Pendleton Room (2nd floor)
Networking
3:45Â p.m.
Get to know your FORUM colleagues better through a tiny bit of forced fun. (Sorry, not sorry.)
Day 2 Recap
4:15 p.m.
Happy Hour
4:30 p.m.
Ann Arbor Summer Festival Beer Garden
Located next to Rackham Graduate School
DAY 3: Friday, June 23
8 a.m. to 12 p.m.
Location: Pendelton Room, 2nd floor, Michigan Union
unless otherwise noted
FORUM Check-in & Networking
Coffee and breakfast items available for purchase on site.
8 a.m.
Specialty Discussions
9:00 a.m.
Gather with your colleagues who specialize in:
Research, facilitated by Heather McPhail, University of Michigan
Pendleton Room (2nd floor)Prospect Management, facilitated by Janet Weimer, The University of Iowa Center for Advancement, and Emily Kelley, The Ohio State University
Room 2210 (2nd floor)Analytics, facilitated by Paul Wiklanski, University of Michigan
Pond Room (1st floor)Leadership, facilitated by David Peterson, University of Minnesota Foundation
Pendleton Room (2nd floor)
Panel Discussion: The Santa Effect, Presidential Onboarding and Organizational Change
Jenny Freels, Executive Director, Stewardship, Events, and Special Liaison to the President and Vice President & Secretary of the University of Michigan and Katelin Newman, Assistant Director of Development Research, Presidential Engagement and Donor Experience discuss the tremendous impact new U-M President Santa Ono has had on fundraising operations.
10:15 a.m.
FORUM Closing
11:15 a.m.