Developing a High-Performing Board

Sunday, 1:00 – 2:00 p.m.

It all begins with the board.  At the core of any successful institution or the various colleges and units of which it is made, is its board of directors.  To build and maintain an ideal board takes time, strategy, and effort.  The optimal board members have wisdom, connections, wealth, and a willingness to share all three.  How do you find, recruit, and engage such individuals? Dr. Marcia Sloan Latta and Charlie Shepard will share a board recruitment matrix, a trustee participation report, board member self-evaluation draft, and offer proven recruitment and engagement strategies you can use for your board.

Presenters

Marcia Sloan Latta, Ed.D., Vice President for University Advancement, University of Findlay

Charlie Shepard, Senior Consultant, Gonser Gerber

 

Best Practices and Challenging Issues:  A Collaborative Discussion

Sunday, 2:30 – 3:30 p.m.

Seasoned professionals are invited to share their successes and trials in leading the important areas of advancement at their respective institutions.  Together we will explore opportunities to address problems while growing and advancing our programs and organizations. Participants will offer solutions to common obstacles inherent in our work.

Presenters

Michael McGreevey, Vice President for Insitutional Advancement, Otterbein University

Michele R. Davis, Executive Director of Grant Development and Sponsored Programs, Davenport University

 

Smooth Sailing or Stormy Seas Ahead: Navigating the Career Waters with a New President

Monday, 9:00 – 10:00 a.m.

With a new president, change is normal for the institution and advancement team. In the midst of leading institutional change, how can you as an advancement executive personally chart a course during this transition time? This panel of advancement leaders with experience at liberal arts, medical, public/private institutions will share insights on how to survive and thrive. Each has firsthand experience with a new president; each arrived safely on dry career-land as campus leaders. This session will focus on how advancement leaders can adjust to the new president and  accompanying new demands and opportunities. Expect honest, frank insights and advice.

Presenters

Sue Frost, Assistant Vice President of Development, Health Sciences, The Ohio State University

Kate Worster, Associate Vice President, Marketing and Communication, Kalamazoo College

Patty Hill Callahan, Vice President of Medical & Health Sciences Advancement, The Ohio State University

Melanie Harmon, Vice President of Advancement, Manchester University

 

Breaking Down Silos

Monday, 10:30 – 11:30 am

Silos can be daunting, making it harder to fundraise for projects to your donors and for grants. But, development officers are best poised to break down those silos because of their internal and external relationships. Learn how one university was able to break down silos, working together to raise multi-million dollar gifts and grants by pulling large teams from across the university. You'll hear about the collaborative best practices of the Executive Director of Grant Development and the Dean of the College of Health Professions and the cultural change that occured as they brought different departments together to work collaboratively.

Presenter

Michele R. Davis, Executive Director of Grant Development and Sponsored Programs, Davenport University

 

There is a New Boss in Town and this One is a Professional Change Agent

Monday, 1:30 p.m. – 2:30 p.m.

Comments from the University Advancement Vice President and the internal thoughts from the Development officer that went through the massive culture change.  The audience is University Advancement administrators ready to make a culture shift and staff trying to adjust to a new culture.  Kent Stanley, University Vice President came to Minnesota State University, Mankato with one goal, to create an award winning, highly successful University Advancement unit that feels valued and successfully engages alumni and friends of the University. Kristen Dulas, College of Education Development Officer had no clue what was to come.

Presenters

Kristen Dulas

Kent Stanley

 

Building a Strong Team at Small and Mid-Level Institutions

Monday, 1:30 – 2:30 p.m.

Challenged to build a high performing but small advancement team? This session will illustrate how to find and grow top performers who are flexible, multi-dimensional, productive advancement professionals. With limited resources and a long list of tasks, find out how to recruit, train, and retain the very best in a small institution.

Presenter

Theresa M. Law, JD, CFRE, Vice President, Advancement, New Mexico Highlands University

 

Developing a High-Performing Board

Monday, 3:00 – 4:00 p.m.

It all begins with the board.  At the core of any successful institution or the various colleges and units of which it is made, is its board of directors.  To build and maintain an ideal board takes time, strategy, and effort.  The optimal board members have wisdom, connections, wealth, and a willingness to share all three.  How do you find, recruit, and engage such individuals? Dr. Marcia Sloan Latta and Charlie Shepard will share a board recruitment matrix, a trustee  participation report, board member self-evaluation draft, and offer proven recruitment and engagement strategies you can use for your board. 

Dr. Latta has unique insights into effective board governance, as she chairs /  has served on three different board governance committees, has staffed the governance committees at three higher education institutions, and has done scholarly research on this topic.

Charlie Shepard served as vice president for institutional advancement at Asbury University, providing leadership for their largest ever campaign, before joining a consulting group to work with clients in the education and non-profit sectors.  In this sphere, much of his time is spent working with board members, which informs his excellent insight into what does and doesn't "work" in moving a board, and ultimately an institution forward.

Presenters

Marcia Sloan Latta Ed.D., Vice President for University Advancement, University of Findlay

Charlie Shepard, Senior Consultant, Gonser Gerber

 

Preparing for the crisis

Monday, 3:00 p.m. – 4:00 pm

This session will address why a strong crisis communications plan is a fundamental, but often overlooked, insurance policy for advancement leaders. It will relate how crisis communications management is critical to the work of the President’s office, Development, Admissions, Student Affairs, and the rest of the institution. It will cover how a crisis communications plan can work in tandem with a crisis management plan, how to identify and work with key campus partners during a crisis or emerging crisis, crisis communications best practices, and offer for tips for communicating in the midst of a crisis.

Presenters

Andrew Brown, Vice President for Advancement, Macalester College

Jennifer Hellman, COO, Goff Public

 

So, You're a New VP? (Or want to be One!)

Monday, 3:00 p.m. – 4:00 p.m.

Are you a new vice president or do you aspire to be one? First time advancement leaders must quickly navigate the roaring rapids of an entirely new culture and its sorted history; and the high expectations of a dozen key constituencies and hundreds of interested stakeholders. Where to begin? Join this interactive conversation as first-time vice president, Jonathan Purvis, and seasoned advancement executive, Dan Saftig, share their experiences to help new leaders get off to an intentionally fast and effective start. More seasoned VP’s may also benefit from Dan’s recent study on the qualities of Level-5 advancement leaders.

Presenters

Jonathan Purvis, Vice President for University Advancement, Butler University

Dan Saftig, New York, Senior Consultant & Principal, Marts & Lundy

 

Strategic Planning – Building a shared roadmap for results

Tuesday, 9:00 – 10:00 a.m.

Do the words “strategic planning” make you think of that plan on the shelf, created with much enthusiasm but then unused? The Ohio State Alumni Association’s staff and Alumni Board of Directors debuted a strategic plan in 2017 that is unique, inclusive, actionable AND directive to both the governance and management arms of the organization. Presented jointly by Association staff and Board members, this session will provide a window into a yearlong strategic planning process that included significant Board member, alumni community, and staff engagement. The presenters will share specific techniques and tools to help you create a powerful plan.

Presenters

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

Catherine Baumgardner, Treasurer, Ohio State University Alumni Board of Directors, The Ohio State University Alumni Association

Justin Fincher, Associate Vice President of Constituent Experience and Chief Administrative Officer, Ohio State University

 

Building an Inclusive Environment to Attract, Inspire and Keep a Diverse Team

Tuesday, 10:30 a.m. – 11:30 a.m.

It's a fact: diverse teams perform better. Building a diverse workforce and having an inclusive work environment are business imperatives but in our business we are lacking a diverse talent pipeline. No matter the size of your shop, diversity, opportunity and inclusion efforts can help you attract, inspire and retain the diverse talent needed to achieve your mission. Hear stories of success from a certified diversity professional, an established talent management program with diversity and inclusion efforts woven throughout, and a new inclusion program learning as it grows. Please join us at the Opportunity and Inclusion Reception too!

Presenters

Stephanie Mizer, Senior Manager, Talent Acquisition and Management, The Ohio State University

Angelique Grant, Senior Consultant & Certified Diversity Recruiter, Aspen Leadership Group

Elizabeth McGreal Cook, Director of Training and Employee Engagement, University of Illinois at Urbana-Champaign