ASSOCIATION OF ADVANCEMENT SERVICES PROFESSIONALS

SUMMITOCTOBER 14-16, HOLIDAY INN CHICAGO MART, CHICAGO

Driving Knowledge for Successful Philanthropy

C O M M A N D • C O N T R O L • D E L I V E R

2013

Final Program

OCTOBER 14-16 , 2013HOLIDAY INN CHICAGO MART | CHICAGO, IL

We are excited you are here in Chicago for our 6th Association of Advancement Services Professionals Summit –

“Command. Control. Deliver. Driving Knowledge for Successful Philanthropy!” This year’s program will aid attendees in

making that “big data” we face digestible and strategically useful and will provide tools beneficial to those in command–of their

data, their systems and their technology.

Summit is our annual opportunity to come together as a community to acknowledge and celebrate the accomplishments of our

members–and to learn from each other. The Association of Advancement Services Professionals (AASP) is a unique membership

organization; our members are truly committed to professional collaboration and lifelong learning.

In addition to our track programming, centered around five key areas, we have engaged world-renowned author and researcher

Penelope Burk to deliver a keynote address and track session at Summit. This is a wonderful opportunity to hear from an author,

researcher and mentor celebrated for some of the most important innovations in modern-day fundraising.

This has been an exciting year of change and growth for AASP and I look forward to sharing what is on the horizon for our group.

We have an energized membership base that is full of energy and enthusiasm for our association and our profession. I am so

glad you are here with us in Chicago, and I can’t wait to visit with you.

Sincerely,

Vicky Medlock

President, AASP

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LAUREN SHIVER, CO-CHAIR

Virginia Common Wealth University

VERED SIEGEL, CO-CHAIR

Children’s Home + Aid

DONNA BURSEY, TECHNOLOGY LIAISON

Children’s Hospital Trust

WAYNE COMBS, PROGRAM LIAISON

University of Southern California

JENNIFER LIU-COOPER, BOARD LIAISON

University of Delaware

MELODY MCBETH, MEMBERSHIP LIAISON

Children’s National Medical Center

ROB SAUNDERS, FINANCE LIAISON

North Carolina A & T State University

SHOMARI WHITE, MARKETING LIAISON

Children’s National Medical Center

2013 Summit Steering Committee

Program ScheduleDAY 1 – MONDAY, OCTOBER 14, 2013

10:00am – 5:00pm Registration Open

10:00 – 11:15am

Newcomer’s Brunch

Sponsored by

LaSalle

1:00 - 1:15pm

Welcome and Conference Kick-OffVicky Medlock, President, AASP

Sauganash

1:15-2:15pm

General Session

Keynote Address:Penelope Burk, President of Cygnus Applied Research, Inc.

Donor-Centered Fundraising

Sponsored by

Sauganash

TRACK THEME

Track 1:Engaging Constituent

Groups

Western Stage

Track 2:Expanding Information

Management

Merchants

Track 3:Sharing Institutional Data

LaSalle

Track 4:Developing Cohesive

Stewardship

Sauganash

Track 5:Managing Financial

Controls

Steamboat Hotel

2:30-3:45pm

Breakout Sessions

The Trend that’s Blowing In: Self-Service Reporting

Chris Sorenson, Associate Director University of Washington

Daniel Frey, Technical Lead, NC State University Advancement Services

Creating Optimal Records Everywhere (CORE) Campaign for Children’s Hospital Foundation

Shomari White, Associate Vice President, Foundation Business Operations, Children’s Hospital Foundation, Washington DC

Anne Marie Halsey, Senior Associate Director for Internal Stewardship, Children’s Hospital Foundation, Children’s National Medical Center

Melody Allen McBeth, Director of Information Systems and Services, Children’s National Medical Center – Foundation

Using Social Media for Prospect Development

Lori Hood Lawson, CEO and Co-founder, WorkingPhilanthropy.com

Meredith Hancks, Director, Prospect Research and Management, Western Illinois University

Donor-Centered Leadership

Penelope Burk, President of Cygnus Applied Research, Inc.

Fundraising Performance Forecasts for the President and Campaign Committee

Michiel Westerkamp, President, Cassius Information Systems

3:45-4:15pm

Networking Break14th Floor Foyer

4:15-5:30pm

Breakout Sessions

Constituent Engagement Management Analytics

Fred Weiss, President iModules Software

How to Eat an Elephant: Best Practice for Managing Large Projects

Ellen Duero Rohwer, CFRE Director, JCA

Sylvia Galen, Acting AVP, Advancement ServicesGeorge Washington University

Big Data - A Practical Approach to Getting Started

David Lawson, Co-Founder, WorkingPhilanthropy.com

The Pulse of Donor Relations

Lynne Wester, Director of Stewardship and Donor Recognition, Yeshiva University

How to Get More Staff in Three Easy Steps

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

5:30-7:00pm

President’s Reception

Sponsored by

Wolf Point

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Newcomer’s Brunch

LaSalle

DAY 2 – TUESDAY, OCTOBER 15, 20137:00am-4:00pm

Registration Open14th Floor Foyer

7:30-8:30am

Breakfast and Roundtable DiscussionSauganash

TRACK THEME

Track 1:Engaging Constituent

Groups

Western Stage

Track 2:Expanding Information

Management

Merchants

Track 3:Sharing Institutional Data

LaSalle

Track 4:Developing Cohesive

Stewardship

Wolf Point

Track 5:Managing Financial

Controls

Steamboat Hotel

8:30-9:45am

Breakout Sessions

Powerful Persuasion: Driving Behavior from the Passenger Side

Chris Cannon, CFRE, Managing Associate, Bentz Whaley Flessner

Jennifer Liu-Cooper, Senior Director, DAR Services, University of Delaware

Tired of the Same Results? Look at Data Differently! How our Advancement Services Team Helped our Fundraisers Grow the Donor Societies

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

Elana C. Mendelson, Prospect Researcher, Museum of Science & Industry

Data Hoarding, Buried Alive by Bits and Bytes!

Erin Shy, Vice President for Product Management & Product Marketing, Abila

Gail Ferris, Director, Technology and Information Services, American University

Just the Facts “Ma’am”: Donor Relations Compliance Monitoring

Moderator: Lynne Becker, Principal, Advancement Services

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

Jon Thorsen, Independent Fundraising Consultant

Bridging Advancement: Reporting and the Organization’s Financial Statements

Aaron Forrest, Director of Compliance and Gift Reporting, University of Rochester

9:45-10:00am

Networking Break14th Floor Foyer

10:00-11:15am

Breakout Sessions

ARBOR Project: A Case Study on Effective Stakeholder Relations

Diane Horvath, Chief Operating Officer, Advancement Services, University of Toronto

‘Customer’ Database Consolidation—University of Houston

Donna Freddolino, Consulting Manager, Plante Moran

Amy Marks, Executive Director, University of Houston

Taking All Comers: Integrating and Assimilating Data From Across the Enterprise

Jennifer Liu-Cooper, Senior Director, DAR Services, University of Delaware

Shades of Gray Matters: Ethics in Advancement Services

Lisette Clem, Director of Advancement Services, Bryant University

Wendy Gasparri, Consultant, Sleek Consulting

Administration of Charitable Grants: Advancement or Sponsored Programs/Research?

Josh Greenbaum, Senior Director, Data Operations, Development & Alumni Relations, Emory University

11:30am-1:15pm

AASP Business Meeting and AASP Awards LuncheonSauganash

1:30-2:45pm

Breakout Sessions

Social Media Policies

Amy Sample Ward, Executive Director, NTEN

Love My Reporting Tools!

Lee Barstow, Director of Advancement Reporting & Systems, Amherst College

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

More Than Pretty Pictures: Data Visualizations that Inform and Inspire

Tammy L. Armstrong, Director of Analytics, Oregon Episcopal School

Making Gift Agreements Feasible and Friendly

Debbie Meyers, Senior Adviser for Donor Relations, Carnegie Mellon University

The Digital Payment Revolution: What It’s Costing You and Where It’s Leading

Matthew Nowlin, Business Manager, Princeton University

2:45-3:15pm

Networking Break14th Floor Foyer

3:15-4:30pm

Breakout Sessions

Creating and Orchestrating a Principal Gift Program to Drive your Organization’s Success

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

Building A Case for Advancement Services

Thomas Chaves, Assistant Vice President, Advancement Services, Lehigh University

Social Media & CRM: Bridging the Gap

Keith Heller, CEO, Heller Consulting

CRM for Non-Profits: It’s Strategy not Software

Richard Geiger, Blackbaud

Front and Back Offices: Strengthening the Partnership

Jenny Kleintop, Officer, Advancement Services, Abington Health Foundation

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4:30-5:30pm

Panel DiscussionOh, the places you’ll go (the new world of CRMs)

Moderator: Jon Thorsen, Independent Fundraising ConsultantPanelists: Ellen Rohwer, Director for JCA, JCA, Terrence Handler, President, T. Handler Consulting, Charlie Hunsaker, BSBA, MSIS,

President RI Arlington, Keith Heller, CEO Heller Consulting, Robert Weiner, Robert L. Weiner Consulting

Sponsored by

Sauganash

6:30pm Networking Dinners (sign up on-site)

DAY 3 – WEDNESDAY, OCTOBER 16, 20137:00am-12:00pm

Registration Open14th Floor Foyer

7:30-9:00am

Breakfast and Roundtable DiscussionsSauganash

TRACK THEME

Track 1:Engaging Constituent

Groups

Western Stage

Track 2:Expanding Information

Management

Merchants

Track 3:Sharing Institutional Data

LaSalle

Track 4:Developing Cohesive

Stewardship

Sauganash

Track 5:Managing Financial

Controls

Steamboat Hotel

9:00-10:15am

Breakout Sessions

InRaising

Brent Grinna, Founder and CEO of EverTrue

Big Data and Major Gifts: Is There a Language Barrier?

David M. Sterling PhD, Director of Advancement Operations, Western New England University

Moves Management to Grow Alumni Giving

Lyn Rowland BS, MA, Principal Consultant, Omatic Software

How Can I Love You if You Don’t Know My Name? Growing Constituent Engagement Through Best Practices Data Management

Steve Birnbaum, Vice President, Client Solutions, SofTrek Corporation

Quid Pro Quo Gifts: When Donors Receive a Benefit

John Taylor, Principal, John H. Taylor Consulting

10:15-10:45am

Networking Break14th Floor Foyer

10:45-11:45am Panel Discussion

Emerging Information Management ChallengesPanelists: Tyler Carey, JCA, Inc., Nancy Milam, Ellucian, Erin Shy, Abila, Mike Novosel, iModules,

Jill Kenney, Salesforce/Affinaquest, Ken Keefer, BlackbaudSauganash

11:45am-12:00pm Closing Comments

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Newcomer’s Brunch sponsored by

Monday, October 14 – 10:00am

LaSalle Room- 15th floor (additional fee required)

Join other first-time attendees and those new to the

advancement services industry at this brunch before the

conference officially kicks off. Brunch goers will have the

opportunity to meet AASP leadership and other Summit

attendees to get a head start on their networking.

President’s Reception sponsored by

Monday, October 14 – 5:30pm Wolf Point- 15th floor

This highly anticipated event takes place on Monday evening

of Summit and is a great time to unwind with friends new and

old. An open bar and heavy appetizers are included. Guests

are welcome but must be registered to attend the event.

Networking Dinners

Tuesday, October 15 – 6:30pm Various Locations – See the dinner signups in the 14th floor foyer

On Tuesday evening of Summit 2013 you can join other

Summit attendees for dinner at nearby eateries. Signups will

be available during the meeting. (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/summit2013

or scan the QR code on the right.

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/summit2013. You

can also access surveys and program details from your

computer after the meeting.

An overall evaluation of Summit 2013 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.

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Special Events General Information+

Gift Processing Workshop

November 13 - 14, 2013Omni Severin Hotel Indianapolis, Indiana

Gift processors play a critical role in development—accurately

and efficiently recording donors’ gifts and pledges. To do it

well requires ongoing training and education. This workshop

introduces you to the ins and outs of gift processing and keeps

you up to date with current standards.

This conference is designed for newcomers to the advancement

profession and professionals with mid-level responsibility.

Alumni & Donor Records Workshop November 14 - 15, 2013Omni Severin HotelIndianapolis, Indiana

Share best practices for maintaining a database that fosters

communication with your constituents and drives successful

fundraising efforts. This conference is held in conjunction with

Gift Processing Workshop.

This conference is designed for newcomers to the advancement

profession and professionals with mid-level responsibility.

Annual Conference for Development Researchers March 3 - 5, 2014Hilton BaltimoreBaltimore, Maryland

Participants will walk away with a better understanding

and appreciation for qualitative and quantitative prospect

identification methods. This conference is designed for

professionals with mid- and senior-level responsibility.

Gift Processing Workshop: Spring Session

April 23 - 24, 2014 Omni Mandalay at Las ColinasDallas, Texas

Gift processors play a critical role in development—accurately

and efficiently recording donors’ gifts and pledges. To do it

well requires ongoing training and education. This workshop

introduces you to the ins and outs of gift processing and keeps

you up to date with current standards.

This conference is designed for newcomers to the advancement

profession and professionals with mid-level responsibility.

Alumni & Donor Records Workshop: Spring Session April 23 - 25, 2014 Omni Mandalay at Las ColinasDallas, Texas

Share best practices for maintaining a database that fosters

communication with your constituents and drives successful

fundraising efforts. This conference is held in conjunction with

Gift Processing Workshop.

This conference is designed for newcomers to the advancement

profession and professionals with mid-level responsibility.

Institute for Senior Advancement Services ProfessionalsMay 7 - 9, 2014B Ocean Fort LauderdaleFort Lauderdale, Florida

Designed for high-level advancement services professionals,

this program will guide you in moving your operation to the next

level of service within advancement. You’ll gain information

needed to enhance your skills and talents, develop a top-notch

team and produce the results that will ensure your importance

at the table of university advancement.

This conference is suggested for advancement professionals

with senior-level responsibility.

Save the Date for Next Year’s Summit

2014 AASP Call for Presentations October 2014 | Chicago, IL

The 2014 Call for Presentations will open January 1, 2014. Be sure to visit our website at www.advserv.org for

updates and more information on Summit 2014.

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Upcoming Partnership Events

2014 Best Practice Webinar Series

JANUARYReinventing Gift Processing

MARCHProfessional Development for Advancement Services Staff

MAYData Analytics

JULY Prospect Research on a Shoestring

SEPTEMBERCampaign Reporting

NOVEMBERIntegrated Scholarship Administration Systems

The 2014 Best Practice series will include the following topics; presenters and dates will be

announced soon. Be sure to visit our website for more updates.

Thank you to our 2013 Sponsorsas of 10.4.13

Premier

Platinum

Gold

Silver

Bronze

General Support

TM

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303 West Madison Street, Suite 2650Chicago, Illinois 60606

P: 312.981.6798F: 312.265.2908

www.advserv.org