Learn proven strategies for building effective partnerships and aligning the work done between alumni relations and fundraising teams. When these two teams work in concert with each other, it can dramatically increase both engagement and giving. Lynne Wester and Jenny Jones will give you practical advice for: Beginning the conversation about partnership Developing shared goals between your two teams Integrating and improving communications from both offices Deciding which initiatives benefit the most from partnership
The rising costs of higher education and questions about institutional value have changed the expectations of what admissions and financial aid counseling prospective students and families should receive. This often leaves leaders in admissions asking questions such as: What financial aid information should admissions officers be responsible for? Where and when should the “handoff” between admissions and financial aid occur? How can I better collaborate with my financial aid office to create a more cohesive partnership? To what extent should admissions officers be involved in aid counseling, scholarship awarding, and verification? Join us to learn about two practical and proven partnership models between admissions and financial aid. We will take an in-depth look at each model and discuss next steps for implementation on your campus.
Learn how to overcome flexible learning space challenges of cost, space limitations, and project sustainability with an integrated planning process. During this training, you will hear the latest research and see how integrating freely available tools can support your flexible space design decisions by examining: Key components of an active learning space initiative Data collection, tools, and resources to support your process Ways to address funding, capacity, and cost barriers for sustainable projects
Recognizing students who are in crisis or who are exhibiting mental health concerns is one thing; being comfortable assisting these students with the skills you possess in this area is another. We will explore these skills as well as those needed to properly work with current social justice issues presented in higher ed today. Join Dr. Ann Marie Klotz, Dean of Campus Life at New York Institute of Technology, to learn and practice counseling skills that will help you address a broad spectrum of mental health concerns. Case study scenarios and resources for practice will be shared!
Take steps toward sustainable data governance. Agenda Establishing a Data Governance Foothold at Your Institution Identifying and preparing departmental “data stewards†for an institution-wide data conversation Moving from data stewardship to data governance Strategic direction vs. tactical needs Taking the first steps Sustaining Data Governance Efforts Establishing data definitions Addressing and changing the data culture Managing multiple ERP and auxiliary systems Demonstrated successes and “quick wins†– institutional examples
Are you moving toward smaller donor events? Agenda The Changing Landscape of Donor Cultivation What is a small donor cultivation event? Utilization of cultivation events Different types of cultivation events (Jeffersonian, etc.) Developing a strategy for small donor cultivation events Themes Different models to fit your institution’s needs Identifying your donor segments Resourcing your events Roles of staff in cultivation events What this looks like in practice Event Metrics The use of event metrics in planning Event metrics for different teams in your shop Getting Started
Learn how to address behavior and performance problems of your faculty more effectively. Agenda Successful example of managing a difficult faculty and habitual bully Common “difficult faculty†types and their behavioral challenges Identifying problems early Working with your Human Resources department, dean, and provost Setting expectations and holding faculty accountable How to protect your department’s faculty, staff, and operations from the impact of the difficult faculty member
Learn how to assess your current level of customer service on campus. During the program, you will walk through both a physical environment, or “servicescape,” scan and a communications audit. The results of these audits will allow you to evaluate how your office or department’s physical environment and communications are affecting the service you provide. Throughout the webcast, you will also hear a detailed case study from Michigan Technological University. This case study will allow you to see how Michigan Tech successfully implemented a Service Innovation Committee and developed a Customer Service Manifesto to help operationalize a meaningful service culture shift on their campus. “This webcast provided information and tools that could be used easily to improve customer service.” – Pam Johnson, Associate Dean for Institutional Advancement and Community Services, Gadsden State Community College
Get practical ideas and advice on the “art” associated with the science of moves management. Gain the knowledge you need to smoothly move prospects through the donor cycle and upgrade them to the next giving level. Throughout this training, you will learn: The right questions to ask and when to ask them Identifying prospects who need to be upgraded or downgraded How to effectively manage donor meetings to ensure outcomes are met Tactics for moving donors through each stage of the solicitation cycle Considerations for using data to guide strategy
Learn how to strategically approach prospect and donor visits. Agenda Preparing for a productive meeting Getting the right Information needed Choosing the best location/setting Successful meeting strategies Setting meeting agenda and outcomes Reading the donor Conversation timing Managing transitions Overcoming roadblocks Cues if working with another fundraiser, dean, etc. Tactfully ending a meeting early Post-meeting Writing effective contact reports Following through on next steps This program is a part of our Fundraising Essentials Series.
Reimagine and restructure your student affairs operations in light of the new FLSA regulations. Agenda Quick overview of 12/1/16 regulatory changes Two methods (and current examples) for moving positively into the future Restructuring the work Good work rewarded with more work When do we work? Rethinking the work Necessary work Connecting the dots Types of classifications Culture change Application and Review Where do we go from here?
Analyze your Composite Financial Index (CFI) more meaningfully and use it to engage key stakeholders in a conversation about your institution’s financial health. During this webcast, you will have the opportunity to use sample institutional profiles to apply what you learn and better answer strategic questions, including: How long could you operate with no influx of revenues? Are your reserves strong enough to pay your total debt in case of an emergency? Is the return on your net assets sufficient to ensure your financial sustainability? Are you able to cover operating expenses with recurring revenues?
As online student enrollment grows, it is critical to ensure that you are creating an engaging support environment. Current models in student affairs are primarily oriented around face-to-face, brick and mortar institutions and interactions. This webinar will give you the information you need to help you create a pathway to transition your most important student services to meet the unconventional needs of online students. Toolkit for Translating Your Services In addition to your webcast registration, you will receive a resource packet to help you as you transition student development services online, including: Articles Institutional examples Case studies
Learn how to increase giving, participation, and job placement with key corporate partners. Agenda Getting Started: Identifying Top Alumni Employers Mining various data sources Collaborating internally Engaging corporate champions Developing Corporate Alumni Engagement Goals Establishing a Corporate Presence Branding your corporate outreach Developing successful programming and engagement opportunities Networking breakfasts and lunches Developing a corporate solicitation strategy Individual solicitation Foundation involvement Increasing alumni hiring and internship placement Engaging alumni beyond corporate events Key Metrics for Measuring ROI on Corporate Alumni Chapters Alumni participation rate Total dollars raised from alumni Hiring and internship placement Identification of major gift donors Foundation access
Learn what questions you should be asking, what competencies you should be assessing for, and how you should administer your assessment. Agenda Understanding Student Readiness In this short section, we will talk through the concept of student readiness in the online learning environment and explain what kinds of factors you should be assessing for. Why intake assessment? Success vs. persistence factors How to determine what’s needed In-house vs. outsourcing considerations Types, Formats and Examples of Assessments and Interventions In this section, which is the “heart†of the webcast, we will provide several examples of the kinds of assessments that can lead to a deeper understanding of student readiness in the online learning environment. We will also suggest and show examples of types of interventions that you can undertake to improve readiness depending on the results of your assessments. Proficiency Tests Student Self-Assessments Self-Paced Training Online student orientations Competency-based evaluations (prior learning) Institutional examples
An engagement scoring model brings together disparate datum to help you better understand your alumni population’s behavior and engagement. Join Academic Impressions, AASP, and Mark Koenig online to learn the fundamentals of developing a model for your shop. You will learn how to: Align the scoring model to your needs and available data Gather and analyze data to inform your scoring system Interpret data gained to make program decisions
Are all of your credit card transactions including phonathon, event, and mobile payment processing, PCI compliant? Agenda Updates for PCI DSS 3.2 Standard Updates on the standard and contract law Aligning with university policies Mobile payment acceptance What updates 3.0 – 3.2 have meant to higher ed Reporting Levels Self v. mandated reporting Auditing Identifying When to Be Compliant Phonathon, recordkeeping Processing on-site payments, events Third-party software Ensuring Compliance Training and documenting of awareness Records management Staying Compliant Protecting staff and students Updating as technology changes Common Areas of Non-Compliance
Gain strategies for more effectively moving donors through your pipeline. Agenda Evaluating and Managing your Leadership Donor Portfolio Moving donors into, and upgrading within, your leadership giving levels Effectively assessing and managing your leadership donor portfolio Developing goals and strategies for leadership donors Continuous leadership giving Upgrading for higher level annual giving Upgrading from leadership annual gift to major gift Beyond qualification: Identifying who manages the relationship Managing Productive Donor Visits Determining visit expectations and goals Using probing questions to build to a successful solicitation Stewardship Techniques to Effectively Manage and Transition Leadership Donors Engaging donors in continuous conversation Developing a unique stewardship program for leadership donors Tools to gather vital information to strategically build your relationship
Learn how to improve your student and parent-facing customer service skills in the financial aid office. Designed specifically for financial aid professionals, this training will walk you through the fundamentals of how to approach your day-to-day work through a customer service lens and will equip you with techniques for navigating the more difficult conversations that also arise in financial aid counseling.
Learn how to make your alumni awards an engaging, year-round program that benefits the entire campus. Matthew Colson, executive director of alumni relations, will share details on Stony Brook University’s award winning “40 Under Forty” program, and show you how you can create a program that: Focuses on catching young alumni at the start of their careers Engages award winners as mentors, speakers, and campus leaders Provides unique in-classroom experiences for faculty, alumni, and students Feeds content for use in prospective student materials
