Key Considerations for Strengthening Prospect Management and Gift Officer Collaboration

LIVE TRAINING
October 19, 2022 | 12:00 pm to 2:00 pm Eastern
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Available 10 business days after the Live Training

$595

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Improve your leadership of Advancement Operations staff to move toward portfolio optimization. 

Overview

The relationship between prospect managers and gift officers is critical for portfolio optimization in advancement shops. It is the responsibility of advancement leaders to assess and strengthen collaboration between these roles in order to have a high-performance team that is able to strategically engage with donors.

Join us as Cheryl Cerny, Associate Vice President for Advancement Operations and Campaign Director at Worcester Polytechnic Institute, discusses how empowering prospect management and fundraising staff and using strategic questioning throughout the donor cycle can have a positive impact on your donor relations experience. By reflecting on relevant examples and engaging in small-group discussion, you will walk away from this training with useful ideas and strategies for strengthening this important collaborative relationship in your shop.

 

Who Should Attend

This training is designed for advancement staff who directly or indirectly supervise gift officers and/or prospect management staff, or those with direct supervision of a donor relations team. If you are an advancement leader who is hoping to empower gift officers and prospect managers to help them achieve the best in their work, this training is for you.

The Academic Impressions Online Learning Experience

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Online Learning

Our virtual trainings go far beyond just replicating PowerPoint presentations online: these experiences are intentionally designed to give you the kind of robust and dynamic learning experience you’ve come to expect from Academic Impressions. These trainings provide you with an active learning environment and an online space where you can explore ideas, get inspired by what your peers are doing, and understand the range of possibilities around a certain topic. You will leave these sessions with practical solutions that you can take back to your team or task force.

What you will get:

  • A dynamic, interactive, and high-touch virtual learning experience designed to engage and set you up for growth
  • Seamless online face-time, networking, group work, and Q&A opportunities from the comfort of your own workspace
  • Practical takeaways and hands-on knowledge
  • Guidance from vetted subject matter experts
  • Unlimited access to all recorded online sessions

AGENDA

October 19, 2022

12:00 - 2:00 p.m. ET

 

Leading with Empowerment

Empowering others to succeed is not as difficult as it sounds. In this section, our expert speaker will address the nuances of how advancement leaders support and collaborate with gift officers in ways that can drive empowerment and success. She will also explain how to avoid accidentally inciting the opposite result, because knowing the difference is crucial. You will walk away with specific and useful strategies you can use to empower your team.


 

Using Strategic Questioning Throughout the Donor Cycle

Asking questions is one of the most fundamental ways that we gather and process knowledge. In this section, you will tap into this innate process for strategy development and create opportunities for fundraising success by considering specific questions your gift officers can use during the donor cycle.

 


 

Putting It into Practice

WPI conducted a one-year pilot program to provide a high-tech, intuitive approach to prospect strategy development as well as a collaborative approach to engagement. As they embark on their second year of this work, our expert speaker will share success stories and helpful lessons learned so that you can begin to build your own strategy for strengthening this collaboration in your own advancement shop.

SPEAKERS

Headshot of Cheryl

Cheryl Cerny

Associate Vice President of Advancement Operations and Campaign Director, Worcester Polytechnic Institute

Cheryl is the Associate Vice President of Advancement Operations and Campaign Director of a $350 million philanthropic campaign at Worcester Polytechnic Institute in Worcester, MA. She has 22 years of leadership experience in fundraising operations, which includes positions at MIT, Boston Children’s Hospital, and Bentley University. In 2014, Cheryl led the WPI Advancement Information Technology team through the University’s first Salesforce CRM deployment.

Read Speaker's Full Bio.

Pricing

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Non-members

$595

Get access to THIS training only.

  • 3 one hour follow up success coaching calls
  • Work with an assigned coach who has extensive experience in higher ed
  • Get individualized support to help you follow through on what you've learned
  • Workshop your plans, run your ideas by someone and get additional help/practice

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  1. Virtual Training session - a live presentation where you have the chance to ask questions and get personalized answers from our expert speakers. You must purchase the product prior to the live date in order to attend the live session.
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