Archives: Courses

Tracking Spending to Minimize Research Grant Audit Risk

Federal agencies are increasing staff and planning to conduct more audits on federal research money for grants and contracts in 2016. This webcast will show you how to apply data analytics to proactively manage and monitor your research compliance efforts. You will leave with a better means for reviewing costs that may be red flags in the event that your institution is audited.

Online One-Stop: Improving Efficiency and
Quality of Service

This event will teach you how to create an efficient web-based one-stop shop for enrollment services using technology to increase speed and efficiency. You will learn how Thomas Edison State College was able to build an award-winning online one-stop center from scratch using phone, email, and an online database while simultaneously ensuring that students didn’t feel disconnected from the institution.

Understanding the Essentials of Direct Assessment

Learn the implications that direct assessment can have for your institution’s accreditation and financial aid. Agenda Understanding direct assessment Competency-based education (CBE) Title IV provision allowing for financial aid Role of assessment in CBE Accreditation for CBE programs Financial aid for CBE programs Applying for approval under the “direct assessment†provision

Practical Tactics for Building Academic Grit

Help students build their academic grit by identifying resiliency challenges and offering them practical solutions. Whether you are pointing students toward campus resources or coaching students directly, you will leave this training better able to promote success and persistence. You will learn interventions that you can start using immediately both in person and online to help students: Build self-efficacy in the classroom Improve faculty interaction skills Overcome life barriers Integrate into campus life and culture “Sue was very articulate and the flow of the webcast was excellent. I felt engaged and even though I have more than 10 years in higher ed, I took away new ideas.” Anne Marie Hodges, Chamberlain College of Nursing “It was very helpful! I especially appreciated the interactive activity. It was handled very well. Going through the specific questions or suggestions you might give to a student helped me ground the general advice that the presenter gave.” Carolina De la Rosa, Student Engagement Specialist, SUNY Plattsburgh

Conducting Internal Investigations in
Higher Education

Get the information you need to conduct efficient and effective internal investigations for complaints against faculty and staff. Whether you are new to internal investigations or new to higher education, join us online to walk through the process of what you must accomplish during an internal investigation. You will learn the necessities of internal investigations from an attorney and from a practitioner in higher education, including: What needs to be investigated, and who needs to be involved Critical components of every investigation Proper report-writing and documentation Communication strategies for internal and external parties Register for a recording of this webcast, and keep it in your training library to supplement your existing training of current and future investigators. Note: This program will not cover civil rights investigations related to Title IX.

Elevating Your Parent Giving Program

Learn how one institution grew their parent giving by 50% to $2M in five years. Agenda Institutional Context Parent Program Structure Annual fund (unrestricted and designated to support opportunities) Parent programs and relationships across campus Parent development committee Welcome calls to incoming freshman/transfer families Communications Website community Welcome invitation to incoming families and for parent committee Parent guide Solicitations and appeals Committees Giving expectations (median, not minimum) Multiple opportunities for involvement (beyond tuition and annual fund donations) Goal of cultivation rather than only outward fundraising Results Parents of Alumni Development Lasting cultivation Results

Stewarding Your Annual Donors

Stewarding annual donors is notoriously difficult, but is also vital to retaining these donors. The key to stewarding these donors lies in using existing resources and opportunities to maximize your time, budget, and stewardship efforts. Watch this recorded online training to hear how the University of Tampa increased giving by 11% in their first year with intentional stewardship touches, without increasing their budget.

Integrating Annual Giving into Campaigns

Integrating annual giving throughout your campaign gives you the best chance to make the most of your donors’ potential and promote sustained annual giving following the campaign. Join us online to learn how to seamlessly incorporate your annual giving program throughout your current or upcoming campaign. Through examples of institutional best practices you will learn: Key strategies for growth and development in each campaign phase Cultivation and solicitation tactics for donors across giving levels Best practices for sustaining your success after your campaign closes

Planned Giving Vehicles

Which planned gift vehicle is best for your top prospects? Agenda Planned giving vehicle benefits Tax implications Wealth allocation Essential planned gift vehicles with case study examples Revocable Gifts Bequests: wills/living trusts Retirement plan beneficiary POD assets/beneficiary deeds Life insurance beneficiary Irrevocable Gifts Life-income plans Life Estate Lead Trust Resource: Planned Giving Matrix Identifying the right donors Questions to ask (Resource: Strategic Questions) Key information needed Putting it into action: Donor profiles + gifts

Faculty Handbooks: 5 Common Problems and Recommended Solutions

When was the last time you updated your faculty handbook? Agenda A Brief Overview of Common Problems with Faculty Handbooks Outdated handbook models Contractual issues, costs, and morale implications Outline of Common Problems and Solutions Common problem #1: Inconsistent appointment letters and using handbooks as contracts Common problem #2: Failure to define essential terms Key terms to define Alignment with institutional policies Common problem #3: Inconsistent tenure standards, discipline/dismissal procedures, and appeal/grievance provisions Articulating key provisions Ensuring early intervention Consistency with shared governance Common problem #4: Unworkable/Obsolete/Illegal provisions including amendment limitations Streamlining the handbook Ensuring compliance with current laws Common Problem #5: Unnecessary or inappropriate material (including common provisions that should not be included in the handbook) Next Steps/Final Q&A Setting a schedule/timeframe Involving faculty

Measuring and Improving Admissions
Team Performance

Learn how you can identify and use metrics to better manage your admissions team. Gain proven strategies for fostering employee engagement, establishing individual and team goals, and conducting effective performance assessments. You will come away with specific examples of metrics and evaluation instruments that you will be able to use to improve admissions team management on your campus. Our expert instructor, W. Kent Barnds, will be available throughout to address any context-specific questions you may have regarding management or measurement of your own admissions team’s performance.

Title IX: 5 Things Every Department Chair Needs to Know

Make sure that you and your faculty are appropriately complying with Title IX. Agenda Brief Overview of Title IX and the Faculty Role 5 Things Every Department Chair Needs to Know About Title IX Institutional policies and procedures Reporting obligations of faculty and department staff The role of your department in helping students navigate the reporting and investigation process Resources available for assisting students and others How to support Title IX compliance efforts inside and outside the classroom Final Q&A

Managing Annual Fund Volunteers

This online training will show you a model for better recruiting, training, and managing your peer-to-peer or class agent fundraising volunteers. We will highlight Colby College’s annual fund volunteer program that successfully built relationships with donors as well as strengthened the volunteer’s relationship with the institution. You will learn: Tactics in recruitment and onboarding How to create a volunteer tracking database Appropriate metrics to evaluate your program How to keep volunteers engaged and feeling valued

Conflict Management for Institutional Leaders Webcast Recording

This online training will help you manage and resolve a variety of conflicts within your department and institution. You will be introduced to a number of practical tools that can be used to address conflict in its earliest stages and better manage conflict before it becomes a formal dispute. There is no one-size-fits all approach to resolving conflicts. That’s why our expert instructor will present numerous scenarios and discuss the use of framing, facilitation, and other dispute resolution tools to help you: Improve and sustain a healthy working environment Build rapport among colleagues Increase faculty morale Our expert instructor serves as a consultant, facilitator, and conflict coach for colleges and universities across the country, assisting them with the implementation of supervisory best practices and communication tools to effectively manage departmental and other campus conflict.

4 Steps to Ensure Electronic and Information Technology Accessibility

Make sure your instructional and informational technology is accessible to everyone on campus. Agenda What’s Changed? Regulatory requirements Case law 4 Steps for EIT Compliance Assessing: Do your current EITs meet the most updated accessibility standards? Conducting an in-house self-audit Choosing the right standard for your institution Building: How do you create a strategic plan to address your accessibility needs? Long-term strategic plan timelines Interim strategic plans to mitigate the purchasing process Prioritizing: What are the most important needs for your institution? Functional considerations for online services Volume considerations for the most common needs Identifying: What needs to be reviewed to ensure long-term accessibility? Contract renewal dates Purchasing guidelines and RFP adjustments What Now? Preparing for upcoming government standards Action steps to get you started today Final Q&A

Engaging Alumni through Athletics

Realize the benefits of coordinating across your athletics and alumni relations offices. Agenda Developing partnerships across athletics and alumni relations Setting shared goals for athletics events Co-planning athletics events Creating complementary messaging for athletics events Executing successful athletics-focused events Balancing event staffing across athletics and alumni relations teams Debriefing athletics events Reviewing event attendee lists Deploying appropriate follow-up Engaging student athletes as future alumni Getting started at your institution

Affinity-Based Programming and Giving

Affinity-based programming can increase alumni engagement, attendance at reunions and events, and giving. During this webcast, our expert instructor will show you a model for segmenting your alumni populations based on alumni interests that can work in tandem with your existing programming and solicitations. Join us online to learn how you can identify and form alumni affinities and interests to offer more targeted programming, deliver more relevant messaging, and conduct more effective fundraising. You will learn how Marquette University implemented an affinity-based fundraising model to execute: Successful affinity reunions Targeted career events Non-traditional donor programming

Using the Net Promoter® System in
Alumni Relations

This webcast will show you how you can use a Net Promoter® question on your alumni surveys to determine which investments bring your alumni closer to and more connected with your university. By adding one question to your existing alumni surveys, you can: Move beyond measuring engagement by attendance Resource programming that meets the needs of both your alumni and university Focus efforts on the segments of your alumni population that are “promoters” Make a distinction between satisfied and intensely loyal alumni Identify the elements of your programs that really matter Our expert instructor, Jennifer Lynham Cunningham, will demonstrate how she was able to incorporate a Net Promoter® question on her institution’s post-event and alumni attitudinal surveys. Jennifer will also share how to collect and analyze this data with easy-to-use and inexpensive tools.

Complying with Section 702 of the Choice Act

You need to update processes for veteran students; what are you missing? Agenda Breaking Down Section 702 Interpreting the Choice Act Application of state laws Formalizing Procedures for Compliance Managing possible exceptions Updating data coding for student veterans Identifying verbiage to define the changes in your policies, procedures, processes, published information, and websites Next Steps Involving the appropriate on-campus parties Setting a timeframe/schedule Informing leadership, training, and planning Final Q&A

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