Accomplish strategic objectives and goals by re-developing your alumni or advisory board.
Learn how you can increase the effectiveness of your advisory board and its members’ involvement. Representing alumni relations, annual giving, and academic perspectives, our expert instructors will share practical tips and advice on how you can create a more effective board, including:
- Defining your board’s purpose, roles, and strategy
- Recruiting and onboarding board members and leaders
- Increasing the effectiveness of your meetings
- Identifying and solving communication issues
- Assessing your board’s effectiveness with established metrics
Bring Your Board Members with You
This conference is carefully designed for institutional representatives charged with increasing board effectiveness, as well as board members. You are highly encouraged to bring teams comprised of both constituents. Save over 15% when you register three or more colleagues and/or board members.
Who Should Attend
Although the content of this program is in reference to alumni boards, the material will serve those managing all advisory boards, such as chapter and regional boards or dean’s advisory boards. Past attendees have found it incredibly advantageous to attend this conference with their colleagues and board members.
8:00 a.m. - 5:45 p.m.
We will start this session with a conversation around how alumni boards have evolved and how and if they should be best utilized. Assuming a board is the best route for your institution, we will discuss how to translate the board's purpose into meaningful responsibilities and how your board should work with institutional staff.
With your board purpose set, and member responsibilities defined, the next step is to begin developing your strategy. This session will address how to cooperatively define long- and short-term strategy, and then how to ensure board buy-in from that strategy. We will then discuss how to move from strategy to implementation, and how best to assign responsibility for tactical issues, including committee charters and policies and procedures that are outside of the bylaws.
Structure should reflect a board’s purpose, roles, responsibilities, and process. Unfortunately, committees, policy, and bylaws are often created on an ad hoc basis and/or not updated regularly. During this session, the faculty will discuss how to create or revise your structure to make it reflective of your mission and will address how to most effectively implement your structure.
Identifying ideal board members from your pool of alumni leaders requires cooperation from all areas within advancement and the board. We will focus on best practices for selecting and recruiting productive, dedicated board members, including how to convert board members from other volunteer programs. Knowing that succession planning can be tricky to navigate, we will talk through building a leadership pipeline. You will have time to review a matrix to identify and gaps in your current board.
Bringing new board members up to speed, while integrating them into the existing membership, is essential to managing turnover effectively. This session will walk you through how to onboard and educate new members and provide tips for training them for their roles on the board.
8:30 a.m. - 4:00 p.m.
What is the role of the alumni board in institutional advancement? In this session, we will identify different fundraising models and describe the relationship of the board with the advancement office. The faculty will also outline the role of the alumni board during a campaign.
A healthy board culture is essential for a board to effectively execute its strategy and accomplish its goals. We will provide examples of effective board cultures, ways to evaluate your board’s current culture, the importance of positive leadership, tone at the top, team building, active engagement, productive discussions, socialization, working through conflict, and continuous culture improvement.
There is nothing more frustrating than a board meeting that fails to accomplish its goals. This session will explore different format/agenda options for board meetings and discuss how to apply the best options to your meetings to make them more productive. You will learn how to create agendas that address strategic initiatives and leave board members energized. There will be time to tackle your next board meeting agenda with these new techniques in-hand.
An effective alumni board must identify clear criteria for measuring success across activity—ideally at the mission level, the goal level, and individual level. This session will show you how to formally and informally evaluate your alumni board and its members, including how often to conduct your assessments.
Natural board flux can rapidly shift to uncertainty and inaction without proper leadership. However, being well prepared can allow you to address changes with ease. This session will help you guide your board through inevitable change.
Executive Director, Alumni Relations, Stony Brook University
Matthew is an industry leader in alumni relations, building successful programs both in small private college and large public university settings. In his current role, he works closely with its Board of Directors, Executive Board, and Committee Chairs.
Associate Vice President of Annual Giving, Alumni and Parent Relations, Gettysburg College
Susan has direct responsibility for the alumni association’s board of directors and oversight of the annual giving, athletic giving, alumni relations, and parent relations offices, focusing on constituent engagement and securing current operations support.
Dean of the Manning School of Business, University of Massachusetts, Lowell
Dr. Richtermeyer’s teaching interests are in the areas of corporate governance, accounting information systems, and managerial, governmental, and nonprofit accounting. Her research interests include corporate governance, technology enablement and enterprise systems, nonprofit accounting, and professional issues for accountants.
Develop your alumni or advisory board in a way that allows you to accomplish strategic objectives and goals.
Team Discounts Available
- 1-2 registrations: full price
- 3-4 registrations: 15% off each conference registration
- 5-7 registrations: 20% off each conference registration
- 8 + registrations: 25% off each conference registration
Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.
Note: Conference attendees do not need to purchase materials separately.
Questions About the Event?
Program Manager, Academic Impressions