OCTOBER 14-16, HOLIDAY INN CHICAGO MART, CHICAGO

SUMMIT2014

Bringing It All Together

OCTOBER 20-22 , 2014HOLIDAY INN CHICAGO MART | CHICAGO, IL

Welcome to Summit 2014 in Chicago, where we are “Bringing it All Together!” Over the next three days, you will have a chance

to explore, in depth, the hot topics, trends, and challenges of the advancement services profession. From engaging constituent

groups to leading organizational change, our five educational tracks are designed to help you easily find the best practices and

advanced knowledge that will help you succeed in your career.

But Summit is not only about excellent education. It’s also about coming together to get inspired and reinvigorated, to ignite a

passion for the future of our profession and your place in it. There is nothing like talking with those who speak the same language

and face the same challenges. I hope you take advantage of all the opportunities Summit presents to truly connect and share

with your colleagues. If you do, you will leave Summit with much more than knowledge. You will leave with friends, supporters,

confidants, and even mentors.

Included in our fantastic programming and special events this year, we will have an eye-opening presentation by Steve

MacLaughlin on how to navigate change in the nonprofit sector. We’ll also take time to recognize the accomplishments of our

members and the progress and growth we have made as an organization.

My warmest thanks to the program committee, our Summit team, particularly our chair, Barbara Gomez, and our marketing and

sponsorship committee members; a tremendous job by all!

Once again, welcome to Summit 2014 and I look forward to a great time together!

Sincerely,

Meredeth WinterPresident, AASP

1

Program ScheduleDAY 1 – MONDAY, OCTOBER 20

TRACK THEME

Track 1:Developing Cohesive

Stewardship

Track 2:Engaging Constituent

Groups

Track 3:Expanding Information

Management

Track 4:Leading Organizational

Change

Track 5:Managing Financial

Controls

10:00am-5:00pm REGISTRATION OPEN – Edgewater, 15th Floor

10:00-11:15am

NEWCOMER’S BRUNCH – LaSalle

Sponsored by

1:00-1:15pm WELCOME AND CONFERENCE KICK-OFF, Meredeth Winter – AASP President

1:15-2:15pm

General Session

KEYNOTE ADDRESS: Navigating Change in the Nonprofit Sector – SauganashSteve MacLaughlin, Director of Product Management at Blackbaud, Inc.

Sponsored by

2:30-3:45pm

Breakout Sessions

Everyone is a Steward!

Roberta O’Hara, Senior Director of Donor Relations, Rutgers University

Bring Data to Life with Scoring and Data Visualization

Jim Bush, Principal Consultant, Omatic Software

Recipes, Groups and Gifts: The Lessons of Multivariable Testing (MVT) at Lincoln Memorial University

Frank Woodward, Assistant Vice President for University Advancement, Lincoln Memorial University

The Numbers are Real but Do They Tell the Truth? – A Case Study in Benchmarking & ROI

David Sterling, Director of Advancement Operations, Western New England University

Bitcoin Donations, Passing Fad or the Future of Fundraising?

Erin Shy, Vice President Product Marketing, Abila

John Taylor, Principal, John H. Taylor Consulting

Room Merchants LaSalle Western Stage Sauganash Steamboat Hotel

3:45-4:15pm NETWORKING BREAK – 14th Floor Foyer

4:15-5:30pm

Breakout Sessions

Big Data, Massive Potential: Advancement Services in the Era of LinkedIn and Facebook

Brent Grinna, Founder & CEO, Evertrue

The Next Generation of Advancement Solutions: BYU’s Groundbreaking Journey

Ryan Teeples, Consultant, BYU

Brent Harris, Consultant, BYU

Best Practices for Financial Research

Lori Hood Lawson, CEO & Co-Founder, WorkingPhilanthropy.com

Best Practices in Managing the Proposal Pipeline

Michiel Westerkamp, President, Cassius Information Systems

Julie Shadle, Vice President, Campaign and Development Operations, Rutgers University Foundation

Legal and Ethical Issues in Advancement

Lindsey Hoham, Senior Associate Director of Advancement Services, Colgate University

Thirza Morreale, Associate Vice President for Institutional Advancement and Director of Stewardship and Advancement Operations, Colgate University

Room Merchants LaSalle Western Stage Sauganash Steamboat Hotel

5:30-7:00pm

PRESIDENT’S RECEPTION – Wolf Point

Sponsored by

2

DAY 2 – TUESDAY, OCTOBER 21TRACK THEME

Track 1:Developing Cohesive

Stewardship

Track 2:Engaging Constituent

Groups

Track 3:Expanding Information

Management

Track 4:Leading Organizational

Change

Track 5:Managing Financial

Controls

7:00am-4:00pm REGISTRATION OPEN – Edgewater

7:30-8:30am BREAKFAST AND ROUNDTABLE DISCUSSION – Sauganash

8:30-9:45am

Breakout Sessions

Best Practices in Scholarship & Endowment Stewardship

Ann House, Associate Vice President, Advancement Services, University of Miami

Michael Marcotte, Vice President for Technology, University of Oklahoma Foundation

Open Forum: Best Practices in Managing Metrics

Ellen Duero Rohwer, Director, JCA Inc.

Jon Thorsen, Director of Advancement Services, The Nature Conservancy

Carleton’s Paper Free Advancement Office – A Case Study of Document Imaging in Advancement

Margaret Tannahill-Wade, Carleton University

Advancement Services at the Leadership Table

Tom Chaves, Assistant Vice President Advancement Services, Lehigh University

The Development/ Finance Relationship

Charlotte McGhee, Vice President Advancement Services, Grenzebach Glier and Associates

Room Merchants LaSalle Western Stage Wolf Point Steamboat Hotel

9:45-10:00am NETWORKING BREAK – 14th Floor Foyer

10:00-11:15am

Breakout Sessions

Enhancing Stewardship Through Pledge Reminders: A Team Effort

Gail Ferris, Director Technology and Information Services, American University

Learn to Leverage Your Constituent Data to Build Relevant Relationships

John White, Director of Product Management, iModules Software

First Steps in Predictive Modeling & Analytics

Mark Mathyer, Development and Membership Services Manager, Museum of Science & Industry

Tre Geoghegan, Prospect Research Analyst, Museum of Science and Industry

Pamela Jenkins, Database and Stewardship Coordinator, Museum of Science and Industry

The Ties That Bind: Goals, Strategies, Budgets, Evaluations, Operations

Kim Cline, Director of Operations, Davidson College

Cat Niekro, Associate Vice President for Communications, Technology and Operations, Davidson College

Gift Documentation Digital Workflow: Supporting a Campaign with Improved Process, Tracking, and Reporting

Kristin Lewis, Associate Director, Information Management, Northwestern University

Room Merchants LaSalle Western Stage Wolf Point Steamboat Hotel

11:30am-1:15pm

AASP BUSINESS MEETING AND AWARDS LUNCHEON – Sauganash

Sponsored by

1:30-2:45pm

Breakout Sessions

Enabling Fundraising Success in the Cloud

Sandra Sanvido, Senior Director of Higher Education Marketing, Salesforce.com Foundation

Reed Sheard, Vice President for College Advancement and CIO, Westmont College

Cheryl Cerny, Senior Director, Advancement Information Management & Research

The Envelope, Please: Using Predictive Analytics to Increase Your Direct Mail ROI

Stephanie Reyes, Manager of the Business Intelligence Group, JCA, Inc.

Katie Edwards, Executive Director of Advancement Operations & Analytics, Amherst College

The ‘Red’ Report: Prospect Management Reporting that Informs and Drives Results

Lisette Clem, Director of Advancement Services, Bryant University

Change Management in Reluctant Organizations: How to Move the Immovable (or Die Trying)

Scott Fendley, Director of Advancement Services, Central Washington University

Assessing Advancement

Necie Steward, Director Advancement Services, University of the Sciences

Jeremy Bravo, Managing Director, North America, Abila

Room Merchants LaSalle Western Stage Wolf Point Steamboat Hotel

2:45-3:15pm NETWORKING BREAK – 14th Floor Foyer

3

DAY 2 – TUESDAY, OCTOBER 21 – CONTINUED3:15-4:30pm

Breakout Sessions

The (Next) Campaign... Are You and Your Donors Ready?

Michelle Hussey, Assistant VP for Advancement Services, University of Alabama Birmingham

Panel Discussion: Best Practices in Cross-Organizational Relationships

Stacey Behm, Principal, Align Consulting Service

John Taylor, Principal, John H. Taylor Consulting

Best Practices in Avoiding Online Credit Card Fraud and Defeating the Bad Guys

Steve MacLaughlin, Director of Product Management, Blackbaud, Inc.

Helping Fundraisers Help Themselves: A Case Study on Contact Report Automation

Elisabeth Parker, Senior Research and Prospect Management Analyst, Amherst College

Co-Presenters:Joshua Wallace, Senior Database Programmer, Amherst College

Gretchen Dwyer, Director of Leadership Giving, Amherst College

Auto Gift Processing and Electronic Deposits via Check Scanning Process

Herbert Brunswick, Jr., CIO, Georgia Tech Foundation, Inc.

Scott Jenks, Associate Executive Director, Business and User Services, Georgia Tech Foundation, Inc.

Room Merchants LaSalle Western Stage Wolf Point Steamboat Hotel

4:30-5:30pm

PANEL DISCUSSION – SauganashBecoming an Advancement Services Leader

Moderator: Robert Weiner, President, Robert L. Weiner ConsultingPanelists: Jon Thorsen, Associate VP, Advancement Services, George Washington University; Gail Ferris, Director of Technology & Information Services, American University;

Jennifer Liu-Cooper, Senior Director, DAR Services, University of Delaware; Christina Pulawski, Principal, Christina Pulawski Consulting

Sponsored by

6:30pm NETWORKING DINNERS – Offsite; See 14th floor foyer for signups

DAY 3 – WEDNESDAY, OCTOBER 22TRACK THEME

Track 1:Developing Cohesive

Stewardship

Track 2:Engaging Constituent

Groups

Track 3:Expanding Information

Management

Track 4:Leading Organizational

Change

Track 5:Managing Financial

Controls

7:00am-12:00pm

REGISTRATION OPENEdgewater

7:30-9:00am

BREAKFAST AND ROUNDTABLE DISCUSSION – Sauganash

9:00-10:15am

Breakout Sessions

Compliance Strategies for Records Management

Michelle Ryder, Associate Director, Marymount University

Brand Community and Philanthropy

Mark Koenig, Senior Director for Advancement Services, Oregon State University Foundation

James McAlexander, Professor of Marketing, Oregon State University

Real World Chicago: No, Not the MTV Show! How Contextual Data Changes Everything

Chris Sorensen, Associate Director, University of Washington

Presentations with Purpose: Promoting Your Message

Wayne Combs, Associate Dean, Advancement Operations and Constituent Programs, USC Dornsife College of Letters, Arts and Sciences

Lauren Shiver, Associate VP, Advancement Services, Virginia Commonwealth University

Best Practices on Talent Management

Deb Cunningham, VP of Administration, CAO, UCONN Foundation

Monica Keith, Colby University

Room Merchants LaSalle Wolf Point Western Stage Steamboat Hotel

10:15-10:45am NETWORKING BREAK – 14th Floor Foyer

10:45-11:45am

PANEL DISCUSSION – SauganashBringing Everyone Together: Infusing New Technology Into Your Organization

Moderator: Scott Fendley, Senior Director of Advancement Services at Central Washington UniversityPanelists: Tom Chaves, Associate Vice President for Advancement, Lehigh University; Debbie Miller, VP for Advancement Services, University of Cincinnati Foundation;

Pat McQueen, SVP Industry Solutions, Salesforce; Katrina Klaproth, Managing Associate, Bentz Whaley Flessner; David Lawson, Co-Founder of NewSci, LLC; Cheryl Cerny, Senior Director, Advancement Information Management & Research of Worcester Polytechnic Institute

Sponsored by

12:00pm MEETING ADJOURNS

4

Newcomer’s Brunch sponsored by

Monday, October 20: 10:00am

LaSalle Room - 15th floor (additional fee required)

First time to Summit? Join other first-time attendees and

those new to the advancement services industry for brunch

on Monday morning, before Summit officially kicks off.

Brunch-goers will have the opportunity to meet AASP

leadership and get their conference questions answered.

Breakfast and Roundtable Discussions

Tuesday and Wednesday, October 21-22: 7:30–8:30am

Sauganash

Start the day off right with breakfast and your choice of

roundtable discussions on Tuesday and Wednesday of the

conference. Discussion topics were submitted by attendees.

President’s Reception sponsored by

Monday, October 20: 5:30pm Wolf Point - 15th floor

Unwind with friends new and old at the highly anticipated

President’s Reception on Monday night. An open bar and

heavy appetizers are included. Guests are welcome but must

be registered to attend.

AASP Business Meeting and Awards Luncheon

Tuesday, October 21: 11:30am–1:15pm Sauganash

Learn more about what AASP is doing to advance the

organization and the advancement services industry as a

whole during the AASP Business Meeting Luncheon. We’ll

also announce the winners of our Volunteer of the Year Award

and Emerging Leader Award.

Networking Dinners Tuesday, October 21: 6:30pm Various Locations – See the dinner signups in the 14th floor foyer

Chicago is one of the top food destinations in the world.

Enjoy a fantastic dinner out with fellow Summit attendees on

Tuesday night. Signups will be available on the 14th floor.

(Cost of dinner not included in your registration fee.)

Detailed Program Information

Speaker biographies, abstracts and handouts are available on

your mobile device!

Visit www.messageblocks.com/summit2014

EvaluationsYou can evaluate the sessions right from your seat on your

mobile device by visiting our online program details page.

Head to www.messageblocks.com/summit2014. You can

also access surveys and program details from your computer

after the meeting.

An overall evaluation of Summit 2014 will be emailed to you

after the event. We hope you will take the time to complete

this anonymous survey as it helps us to plan even better

meetings for future years.

Wireless Internet Access

The Holiday Inn Chicago Mart Plaza provides complimentary

WiFi in the meeting space. The access code is ihg850.

5

Special Events General Information

SAVE THE DATE FOR NEXT YEAR’S SUMMIT

Summit 2015 Hits The Magnificent Mile

October 28 – 30, 2015New Schedule Days: Wednesday, Thursday and Friday

The Westin Michigan Avenue Chicago Hotel

The 2015 Call for Presentations will open January 1, 2015. Be sure to visit our website

at www.advserv.org for updates and more information on Summit 2015.6

2014 Summit Floor Plan

Restaurant

Hotel Check-in

Vendors

14th Floor15th Floor

Registration & Info Desk

Thank you to our 2014 Sponsorsas of 9.23.14

Premier

Platinum

Gold

Silver

Bronze

General Support

GG+AGrenzebachGlier andAssociates

225 West Wacker Drive, Suite 650Chicago, Illinois 60606P: 312.981.6798F: 312.265.2908www.advserv.org

CRM

fundraising software from SofTrek Corporation