7:30 – 8:45 a.m.
Start your Monday off right with breakfast roundtable discussions in the Grand Ballroom. This is your opportunity to connect with colleagues to discuss important topics in a more intimate, casual setting.
9 – 9:30 a.m.
Vice Chancellor for External Relations, The University of Texas System
| 9:45 – 10:45 a.m.
Director, Hobby Center for the Study of Texas Allyn and Gladys Cline Professor, Department of Sociology, Rice University
Texas is the fastest growing and the second largest state in the nation. Its population increased from 20.9 million in 2000 to 27.5 million in 2015 and is projected to have more than 55 million by 2050. Texas is also among the most diverse states in the nation. It became a majority-minority state in 2010 and is projected to become increasingly diverse by 2050.
Population change presents a number of challenges for Texas. The change in the racial/ethnic composition of the population impacts all levels of education including higher education. Lower levels of education are related to lower incomes and fewer socioeconomic resources for individuals and families, as well as governmental and other entities that depend on the overall wealth of the state and nation. This presentation points out that unless actions are taken to ensure that all Texans have the skills and education they need to be competitive, Texas is likely to be poorer and less competitive in the future than it is today.
Pitch Perfect: The Art of Successful Pitching
Senior Vice President, Media Relations, Porter Novelli
Journalists are stretched more now than ever before. They appreciate a great story, but they don’t want to be “pitched to,” so media relations pros need to do their homework. Fleisig, a former CNN senior executive producer, will give tips for thinking and acting like a reporter: Know your angle, make sure it breaks news, ties to the news of the day or a news trend, pitch it cleanly without a lot of hype and get to the bottom line fast. And most importantly, don’t waste their time. This way, journalists will respect you, and if this story isn’t for them, they’ll answer your phone call the next time.
Major Gift Strategies for the Development Newcomer
Vice President for Institutional Advancement, The University of Texas Rio Grande Valley
What are those important strategic steps in securing transformational gifts? How well are you listening to your donors? How can academic partners make a difference? Learn from real case studies. This session is for the new and seasoned fundraising professionals.
Let’s Get Digital, Digital: More Moves for Your Annual Giving Dance Card
Vice President of Product Strategy and Fundraising Management, Ruffalo Noel Levitz
Director of Annual Giving, The University of Texas at Austin
It's time for everyone to get digital, but that doesn't mean digital is the holy grail of fundraising channels. This session will wade through the hype surrounding digital and share field-proven data driven strategies to help amplify your fundraising success, including:
- Types of digital fundraising
(spoiler alert: it's more than crowdfunding and giving day)
- The digital donor persona
- Incorporating digital programs into an already congested annual giving plan
- Building sustainable growth through digital strategy
Using Digital Analytics to Make Decisions
Director of Digital Engagement, The University of Texas System
Digital analytics have come a long way from simply measuring page views and number of likes on a Facebook post. From analyzing engagement rates to utilizing heat mapping software, there are a number of low-cost and easy-to-execute tools and approaches to measure success. This session will showcase tips and techniques that can help your organization better leverage the power of digital analytics and make informed decisions about marketing and communications strategy. Leave this session with some takeaways that will make you an analytics expert.
Creating a Culture of Communication & Collaboration
A Panel Session Moderated by Cathy Brandewie
Director of Internal Communications, The University of Texas System
Chancellor McRaven has stated that an organization’s success depends on collaboration and communication to build a “team of teams.” Communicating with and involving System employees is critical to developing a team culture focused on a shared mission, common goals, and mutual trust and respect. This panel discussion will highlight internal communication programs already in place at several institutions, provide tips you can implement within your organization, and consider how all can work together to enhance communications and collaboration System-wide.
Data and Reports that Matter
Krishna M. Kelley
Director, Prospect Coordination and Research, The University of Texas at Arlington
Associate Director, Prospect Development, The University of Texas at Arlington
Your database is one of your organization’s most valuable resources, but are you getting the most out of your data? Effective reporting enables you to understand giving trends, identify better prospects and be more efficient with your fundraising initiatives. Through stories and examples from personal experience, UT Arlington’s Krishna Kelley and Amy Kling will cover what to look for within your data and how well-designed reports can impact all aspects of your development operation. This session will include a Q&A on national trends in reporting, segmentation and data visualization.
Exceeding Expectations for Major Donor Recognition
Betsy B. Clardy, CFRE
Vice President & Chief Development Officer, The University of Texas Medical Branch
Maria A. Tabaracci
Executive Director, Program Development & Campaign Management, The University of Texas Medical Branch
Kelly L. Panfilli, MBA
Director, Constituent Relations & Special Projects, The University of Texas Medical Branch
Everyone loves a little (or big!) spotlight now and then. Implementing a strong recognition and stewardship strategy, UTMB was able to meet—and exceed—donor expectations and strengthen donor retention rates. Join UTMB’s stellar development team as they share the donor recognition strategy for UTMB’s historic $450 million Working Wonders Campaign.
12:15 – 1:45 p.m.
Awards recognizing outstanding achievements in fundraising, marketing, communications and media relations will be presented. Please visit the Chancellor’s Excellence Awards page to learn more about the awards categories and how to submit an entry.
The Strategic Alumni Relations Enterprise
Senior Consultant, Education Advisory Board
The alumni relations field has changed profoundly in recent years. Alumni populations are growing, donor counts are dropping, and alumni are increasingly unresponsive to their alma mater’s traditional engagement efforts. As a result, the question of how to engage alumni is challenging advancement leaders across higher education. New digital communication channels lead many alumni to circumvent their alma mater to connect with their former classmates, but even engaged alumni are dissatisfied by the underwhelming array of happy hours and social events that alumni relations professionals offer. Learn how innovative institutions are adapting to this changing environment by:
- Taking strides to meet the engagement needs of today’s alumni while fostering a seamless transition between engagement and giving;
- Facilitating high-impact engagement through digital programming and targeted volunteer opportunities; and
- Hardwiring organizational processes so that alumni relations and development professionals communicate, collaborate, and, in some cases, consolidate their operations.
UT System Branding Update
Teri Lucie Thompson
Associate Vice Chancellor of Marketing and Communications and Chief Marketing Officer, The University of Texas System
We operate in an environment of unprecedented change in academia, health care and research. And brands have come a long way from the time when it was first thought the word “brand” was just another word for logo. Although reinforced by names and marks, brands are now recognized as a company’s or institution’s identity and a measure of trust earned with stakeholders. It is now widely appreciated that a brand is one of the most important assets an organization owns, because they create distinctive images and associations in the minds of stakeholders and ultimately generate economic value.
This session will provide an update on the UT System branding initiative with a focus on the market research executed to date and next steps.
Principles in Design Thinking
Executive Director and Founding member, Design Institute for Health
Design and design thinking are now a part of everyday business practices, recognized as creative approaches to solving complex problems. More specifically, design thinking is a formal method for practical, creative resolution of problems and creation of solutions, with the intent of an improved future result – starting with a goal (a better future situation) instead of solving a specific problem. Stacey Chang, founding director of the Design Institute for Health at UT Austin, and former managing director at the global design firm IDEO, will share the basic tenets of design thinking. Applicable across industries, Chang will discuss both theory and practice, and case studies from his two decades of experience at IDEO.
What’s Happening in Corporate and Foundation Giving
Senior Vice President, Grenzebach Glier and Associates (GG+A)
For many institutions, corporations and foundations account for more than one-third of all giving. What are the best practices and strategies to engage these philanthropic partners? Hear from Aaron Conley, who leads the Education practice for GG+A and is a faculty member for the Fund Raising School at Indiana University’s Lilly Family School of Philanthropy.
Legislative Session Overview and Effective Legislative Communications
Vice Chancellor and Chief Government Relations Officer
The 85th Texas Legislative Session is just around the corner. Get prepared by participating in a preview of the session, including a discussion of the key players and hot issues in the legislative process, an overview of the budget outlook for the state and higher education, and a summary of the legislative priorities for the UT System, its institutions and all of Texas higher education. Barry McBee, vice chancellor and chief governmental relations officer, will also discuss effective communications to help guide you through the next legislative session.
The UT System Office of Governmental Relations serves as the primary liaison between the UT System Administration, Board of Regents and the Texas Legislature on the wide range of budget and policy issues and concerns that affect higher education and health care in Texas and UT System’s institutions.
The Power of the Op-ed
Senior Communications Lead for Population Health, The University of Texas System
Professor; Mack Brown Distinguished Chair for Leadership in Global Affairs, The University of Texas at Austin
Competition for earned media has never been greater, with fewer dedicated beat reporters and diminishing resources for journalists to dig deeply into issues that matter to higher education and health care. But with that challenge comes the opportunity to control the narrative, garner public support and explain complex issues. Op-eds can play a vital role in attracting media attention for key initiatives on your campus. Hear why soliciting and submitting op-eds from your institution’s thought leaders is more important than ever, and how they can be used strategically to promote your institution. You’ll also learn how to write an effective op-ed and how to successfully pitch it to local and national publications.
Suri is the author of numerous books and is a prolific generator of opinion pieces which have been published in The New York Times, Salon, The Daily Beast, CNN.com and more. Oppenheimer began his career as a journalist and authored the book “Exit Right: The People Who Left the Left and Reshaped the American Century.” Oppenheimer’s articles and essays have appeared in The Washington Post, The New York Times, The Atlantic and others.
Compelling Appeals and Meaningful Thank You Notes
Senior Vice President, Grenzebach Glier and Associates (GG+A)
Words matter! This session goes to the heart of the matter and is designed to improve your appeals and polish your stewardship messages. Come and learn from one of the best in the industry. Ed Sevilla heads the Strategic Communications practice for GG+A and is a CASE Circle of Excellence Gold Award in the “Annual Giving” category.
Getting to First Base: Insights into Marketing Your Gift Planning Program
Marcia Inger Navrátil
Director of Gift Planning Services, The University of Texas System
Do you know the best ways to engage your donors and educate them about planned giving opportunities? As budgets tighten, do you wonder how to choose the most effective marketing tools that will provide the most bang for your buck? This presentation will explore a variety of marketing options for institutions both large and small and will discuss marketing of specific planned giving vehicles and assets.