Preparing for a University-Wide Activity-Based Costing Model

Learn practical ways to prepare your institution for an activity-based costing (ABC) model. During this training, we will walk you through how this model works, ways to assess your readiness to make this shift, and key considerations for the implementation process. You will leave better prepared to answer questions such as: How is ABC being deployed for financial and academic decisions? What’s the best way to determine cost/revenue drivers? How can I prepare for the full ABC implementation cycle? What are the system requirements for a successful ABC implementation?

Refining Your Impact Reporting Process

Implement an impact reporting process that targets a wide range of donors. Agenda Improving Your Impact Reports What to include Targeting segments of the donor pyramid Tiering dissemination Strategizing for Your Impact Reporting Process Creating a plan Timelines Scaling based on resources Tracking/ROI metrics What to track after impact report dissemination

Writing Workshop for Advancement Professionals

Learn how to write more effective and consistent communications to your donors. Agenda Dos and Don’ts of Advancement Communications Common pitfalls Understanding your voice and communication style The Four Pillars of Donor Communications Information Persuasion Gratitude Impact Ensuring Consistency across Your Shop Cross-team collaboration to maintain more uniform donor communications Best practices for ongoing implementation Workshopping Examples

Effective Gift Agreements: Documenting Donor Intent Webcast Recording

This training provides the insights needed to create effective gift agreements that appropriately align both your donors’ intents and your institution’s needs. Understanding the elements of a legally sound agreement and exploring key case studies will equip you with the tools to create an enriching donor experience that avoids putting your institution at risk. We will also take a closer look at critical partnerships and how best to partner and collaborate with gift officers.

Improving Your Admissions Ambassador Program for Better Campus Visits Webcast Recording

Join us for a webcast that will showcase the admissions ambassador programs for campus visit at Oklahoma State University and Hendrix College. Our instructors will provide details about how their programs are structured, and how student tour guides are trained, managed, and evaluated, including: How the recruitment, interview, and selection process for admissions ambassadors works What topics are included in ambassador training and examples of materials used How disciplinary situations with ambassadors are handled How performance is evaluated You will leave the webcast with new ideas for improving your own admissions ambassador program on your campus.

Using Video Effectively in Recruitment Marketing

Learn how to strategically create, use, and promote video in your recruitment marketing plan. Agenda During this webcast, we will address how to best use both live and pre-produced video that is specifically positioned towards prospective and admitted students. We will explore each of the following questions as they relate to YouTube, Instagram, Facebook, and Snapchat: How much new content should I be creating? What kinds of videos are other institutions creating and sharing with prospective students? Which channels should I be prioritizing for both the creation and the sharing of video? What results have other institutions seen from using video in their recruitment marketing efforts?

FERPA for Faculty Webcast Recording

Join us for an online training program that will provide faculty with critical information about FERPA, the federal statute that governs nearly all student records. Beginning with an overview of the FERPA framework, we will address issues that faculty commonly face—often without realizing the implications and risks—including: Posting grades Emailing with, and about, students Writing recommendation letters Using online tools and collaborative pedagogies Speaking with (helicopter) parents Administrators requesting student information If you are searching for relevant scenarios and practical tips for better understanding how FERPA applies to everyday work of faculty, this online training is right for you.

Incentivizing Faculty and Staff Retirement Webcast Recording

Many institutions incentivize retirement as a reaction to unstable fiscal situations rather than proactively managing the process to find a mutually beneficial solution for the institution and employees. In this online training, you will learn how Cedar Crest College approached this thorny faculty issue by implementing a respectful and phased approach to retirement. Similarly, you will hear how the college was able to provide its staff financial freedom to retire. You will leave this training with an understanding of the structure that made this mutually beneficial arrangement possible, including the timing of the roll-out as well as the financial and academic impact of the retirement incentives program.

Impacting Fundamental Campus Safety Issues Webcast Recording

When looking to improve campus safety, many institutions immediately turn to high-tech solutions that may not be affordable. However, your campus can meaningfully affect campus safety by more actively addressing a number of smaller, yet critical campus safety issues without necessarily spending a lot of money. Many campuses find this list of smaller updates to be overwhelming and this can result in staff not knowing where to start. Learn how your institution can create the partnerships and processes needed to identify, communicate, and resolve fundamental campus safety issues on your campus. You will leave this training better able to impact four major areas of campus safety, including: Access and points of entry Grounds safety Vandalism and broken items Policy and protocol