Master Sessions are three-hour sessions on Sunday morning, which take a more in-depth look at a topic and requires registration and an additional fee of $75.

#MeToo in Advancement

Sunday, 8:30 – 11:30 a.m.

The #MeToo movement started in the entertainment industry but it has awakened a call to action across all industries. The Advancement community must enter the discussion of what is and is not appropriate as we build strong, meaningful relationships with our constituencies. Advancement officers (both men and women) put themselves in vulnerable positions daily when working with donors, board members, trustees, alumni volunteers and others who may not understand boundaries. And what about the advancement officers’ own knowledge and responsibilities regarding boundaries in their actions and words?

This session will provide take-aways for advancement professionals to be better equipped to manage situations that could lead them or their institutions down a possible litigious path with constituents, be proactive with their approaches in order to protect themselves and their institutions, and promote a more equitable work environment for all.

The session will be a mix of presentation, interactive dialogue and case studies, as well as a panel discussion to provide advancement officers with a better understanding of what is and what is not appropriate, and how to handle tough situations while still maintaining the integrity of their work and keep focused on building strong relationships for their institutions. The session will also provide insight into the responsibility of the advancement office, from leadership down to the newest professional, to model and define appropriate behavior when dealing with alumni and prospects.


Eileen F. Savage, Chief Advancement Officer, Cranbrook Educational Community

Holly Hall, Journalist, Inside Philanthropy

Holly Johnson, Vice President and CAO, Culver Academies


Gender Matters: A Practical Approach to Grow Women's Philanthropy

Sunday, 8:30 – 11:30 a.m.

We are what we practice. Fundraisers across the United States are extremely practiced at raising over $390B each year. Our own success with donors and prospects who care about education is almost unconscious thanks to our well-honed skills and training. What if we knew that our deeply engrained “best practices “either turn off women or gain only minimal support from them when so much more is possible? We finally have deep and quantifiable research showing how women give differently, yet what are the practices, behaviors and processes to adapt so we engage women donors in ways that acknowledge their preferences?

This interactive master session is designed to help participants discover for themselves how to use the demographics about women and research data to spark more conversations within their organization about gender differences in charitable giving behavior. And we will go far beyond simply conversations; this session will translate the research into practice. After discussing our current practices that may unconsciously get in the way, participants will draft a practical yet provocative vision of what might be possible for their institution when more women are engaged as leaders, donors, volunteers and/or networked communities. Finally, they will design specific changes to current practices and processes they will take to move towards their vision, including who else to bring into the intentional adaptations.

Participants will

• Be equipped with the research about how women give differently and why this matters to their fundraising

• Understand the power of speaking with their women donors & stakeholders to learn directly what they are looking for to engage more deeply with the mission

• Recognize that integrating women’s philanthropy across the full fundraising spectrum, rather than creating a stand-alone program, will lead to sustained new resources for their institution

• Walk away with an actionable plan to take back to their institution and begin the work.


Kathleen E. Loehr, Principal, Kathleen Loehr & Associates, Lilly Family School of Philanthropy

Andrea Pactor, Associate Director, Women's Philanthropy Institute, Lilly Family School of Philanthropy


If you get the culture right, the rest is easy

Sunday, 8:30 – 11:30 a.m.

We believe that philanthropy is not about money, but about leaving the world a better place than when we found it. We will share with you how we have doubled philanthropy with the same staff, using office culture and values to drive us. This session is intended to transform the way participants understand philanthropy. Presenting a shift from transnational philanthropy to relational philanthropy, presenters will stress the importance of relationships, office culture, and leading with joy. We will also examine changes we have made in our office staffing structure, the measures of success we have redefined, and adjustments as to how we approach benefactors. Not only has this allowed us to greatly exceed our fundraising goal, but we have experienced a higher retention of staff and professional satisfaction.


Scott Arthur, Vice Chancellor for Advancement, Case IV

Jim Hodge, Associate Vice Chancellor for Advancement, UC Denver


Strategic Plan…the two most overused and misunderstood words in an organization

Sunday, 8:30 – 11:30 a.m.

What are your guiding principles? Does your organization’s mission and vision read like a mad lib…with little to distinguish you from the institution down the street? How does a strategic plan become part of the culture and the culture of an organization become part of a strategic plan?  How do you build ownership into the planning process?

Building from the experience of crafting and implementing The Ohio State University Alumni Association’s 2017 Strategic Plan, session participants will engage in discussions and in-session exercises to set a course for their own strategic planning efforts. The presenters will share their efforts that engage staff at all levels of the organization and build strong relationships between leadership volunteers and institution leaders.

Presented jointly by leaders of The Ohio State University Alumni Association, session participants will hear directly from a member of the Association’s Board of Directors, the Chief Operating Officer, and board liaison.

This session will provide tools, examples, and in-session exercises for you to apply to your strategic planning efforts at all levels of the organization.


Kimberly Gray, Senior Director, Special Projects, The Ohio State University Alumni Association

Dr. Catherine Baugardner, Treasurer, Ohio State University Alumni Association Board of Directors, The Ohio State University Alumni Association

Dr. Justin Fincher, Senior Associate Vice President, Advancement and Chief Operating Officer, Alumni Association, The Ohio State University Alumni Association


Partners in Success – How to Leverage Campus Partners for Your Day of Giving Campaign

Sunday, 8:30 – 11:30 a.m.

Online day of giving campaigns are breaking new ground in terms of engaging first-time donors,creating a social media buzz among young alumni, and raising difference-making dollars. But you can’t go it alone. The most successful day of giving campaigns, and the ones building momentum toward the future, require teamwork between development, alumni relations,stewardship, and campus partners. Join members of Miami University’s team to learn how their collaborations on the #MoveInMiami campaign, produced a Pride of CASE V platinum award winner and a triumph for the entire University community.

Attendees will learn how to:

· Partner with faculty, staff and students to help meet their fundraising needs;

· Educate and involve the campus community in the important work of fundraising;

· Focus on alumni engagement as well as raising money;

· Make it a fun donor experience that will encourage repeat donors;

· Sustain momentum and excitement from one year to the next.


Emily Berry, Assistant Vice President, Annual Giving, Miami Univeristy