9:00 a.m. Arrival and Check-In
9:45 a.m. – 10:15 a.m. Newcomers’ Welcome
All colleagues who joined a UT institution in the last three years are invited to an overview of the UT System and an opportunity to network with UT System colleagues.
10:30 - 11:30 a.m. Breakout Sessions #1
Amy Balliett - Author, Founder & CEO, Killer Visual Strategies
Graphics and infographics can help us more easily understand complex facts and figures. Learn from one of the country’s foremost experts in visual strategy how to use data to help your stakeholders better understand the important or technical information you want to share.
THE CHANGING PRIORITIES OF YOUNG ALUMNI
Brian Gawor – VP of Research, Ruffalo Noel Levitz
Many alumni offices are incorporating engagement strategies and service opportunities to increase fundraising outcomes among alumni. Learn what is working nationally and hear the results of a fascinating new national study on young alumni.
THE EVOLUTION OF DIVERSITY AND INCLUSION AND WHY IT MATTERS
Dannetta Bland - North America Board Effectiveness & Sustainability Leader, Accenture
Diversity and inclusion has evolved from a focus on compliance to a strategic effort with a demonstrated positive impact on an institution’s culture and performance. Much more than a legal or moral requirement, a diverse faculty, staff and student body, along with an environment that promotes equity and inclusion of all voices, is at the core of modern higher education. This session will explore diversity and inclusion broadly, as well as at the campus level, exploring how we can be advocates and change agents that help create more inclusive campus and workplace environments. The session will also include ideas for incorporating best practices in your communications and brand management goals.
BUILDING AND SUSTAINING DATA-INFORMED CAMPAIGN PIPELINES: THE PURSUIT OF MEGA AND PRINCIPAL GIFTS
Meghan Davison, Senior Vice President, CCS Fundraising
Elizabeth Hormann, Senior Vice President, CCS Fundraising
Peter Hoskow, Principal & Managing Director, CCS Fundraising
This session will cover the broad benefits of campaigns for higher education institutions and showcase measures of campaign readiness. It will also tackle data-informed pipeline strategies and explore the optimal staffing structure for supporting strategic collaboration and the pursuit of mega and principal gifts.
11:45 a.m. – 1:15 p.m. Opening Luncheon
11:45 a.m. – 1:15 p.m. Lunch and Program: PHILANTHROPISTS’ PERSPECTIVES
Vice Chancellor Randa Safady will moderate a lunch conversation with Maureen and Kelly Hackett, whose vast experiences in philanthropic board leadership and working with university and nonprofit development and communications and events staffs provide strategic and creative insight on how all of our offices can fully maximize the potential of working with councils, boards and volunteer leaders as we enhance our UT missions in education, research and clinical care.
1:30 – 2:30 p.m. Breakout Sessions #2
Mary Kathryn Cooper - Associate VP, Special Programs and Events, UT MD Anderson Cancer Center
Melissa Brasher- Associate VP for Principal Gifts, UT MD Anderson Cancer Center
Adi Espat- Associate VP for Philanthropic Engagement, UT MD Anderson Cancer Center
Nati McWilliams - Associate VP for Individual Giving, UT MD Anderson Cancer Center
To ensure donor events achieve their goals and don’t veer from their original purpose, it’s critical that colleagues in events, communications and development each have a seat at the table. Learn how these three teams can – and should – work more effectively together to drive successful events.
COMMUNICATING WITH CONFIDENCE IN TIMES OF CRISIS
Charles G. Bakaly, III - Senior Counselor and Deputy Global Chair, Crisis and Risk, Edelman
Anne MacDonald - Managing Director of Political Risk, Edelman Global Advisory
Whether you’re dealing with hurricane damage to your building, an allegation of wrongdoing by a staff or faculty member, a threat to campus safety or some other crisis, whether large or small, your response can impact the credibility of your institution. This session will help you develop and execute an effective crisis communications plan, then practice delivering your message on videotape to help you assess and improve your performance.
IT’S A TEAM SPORT
Kevin Foyle - Senior VP of Development and Public Relations, UTHealth Houston
Jake Logan – VP of Institutional Advancement, UT El Paso
Anamaria Repetti - VP and Chief Development Officer, UT Health San Antonio
Hear from campus development leaders as they discuss strategies to involve deans, directors, and department heads in fundraising efforts. This interactive session will allow for engagement with experts on related issues.
THE UT FOUNDATION – WHAT THE FOUNDATION CAN DO FOR YOU
Sheri DeSpain - Executive Director, The University of Texas Foundation
Kathy Cothran– Controller, The University of Texas Foundation
Hear directly from leadership at the UT Foundation about the many ways they serve the UT institutions. Topics covered will be services the Foundation provides, including Charitable Gift Annuities, facilitation and acceptance of grants, matching gifts, alternative gifts including real estate, special endowments, and more.
2:45 – 3:45 p.m. Breakout Sessions #3
Stephen Howard – Leadership Consultant, Stephen Howard Speaks
A well-known study once ranked fear of public speaking right up there with the fear of dying. But as communicators and leaders, it’s important to be able to clearly articulate your ideas and inspire others to follow. Learn tips and strategies to make your presentations more interesting and your delivery more confident.
WRITING A WINNING PITCH
Eva-Marie Ayala - Education Lab Editor, The Dallas Morning News
Deborah Mann Lake – Director of Media Relations, UTHealth Houston
What makes an overworked newspaper reporter stop and take a look at your news release? Does your inverted pyramid go beyond the standard Ws into WTH? Can you catch a broadcaster’s eye in your unique pitch? Learn how to write like a reporter and break out of the babble.
TO BE A DONOR: ENRICHING THE DONOR EXPERIENCE
Josh Birkholz – Chief Executive Officer, BWF
So much of the work in advancement is focused on encouraging people to become donors. Once an individual gives, is being a donor all they hoped it would be? Research suggests the experience after the gift, regardless of gift level, might be the most important expectation of the donors. This session will dig into practical ways to sustain positive and productive donor relationships.
BUILDING THE BASE -YOUR ANNUAL GIVING PROGRAM IS THE FOUNDATION
Brian Gawor – VP of Research, Ruffalo Noel Levitz
Donors receive hundreds of messages daily. How can your messages break through? What strategies are most successful? Learn what can make your program more effective.
4:00 - 5:00 p.m. Breakout Sessions #4
BECOME AN EXPERT AT PROMOTING FACULTY EXPERTISE
Joe Morone - Co-Founder & CEO, Footnote, Inc.
Diana Brazzell - Co-Founder & Executive Editor, Footnote, Inc.
Faculty are one of your institution’s most valuable assets. Promoting their research and expertise can enhance your school’s reputation and increase support and engagement from donors, policymakers, alumni, and the local community. This session will teach you how to turn your faculty members into thought leaders and get their research covered in mainstream media outlets. You will gain strategies for communicating academic expertise to a broader audience and learn from case studies how other institutions have built their reputation and prestige by promoting faculty research.
CONNECTING YOUR BRAND WITH DIVERSE COMMUNITIES
Yareli Esteban – Chief Brand Officer and CEO, Strategar
From 2010 to 2020 the population of Texas grew 16% to 29 million, but did you know that people of color made up 95% of that explosive growth? Today, Texas is the proud home to 12 million Hispanics, a population that has increased roughly 24% since 2010 and is predicted to increase an additional 71% by 2050. As Texas continues to grow and diversify, it’s more important than ever to understand your audiences and adjust your messaging and methods of communicating to align with cultural norms and trends. In this session, learn how to tailor your messaging, marketing tactics and channels of distribution to engage with a more diverse pool of Texans.
RULES OF THE ROAD
Ann Kaplan - Senior Director, VSE, Council for Advancement & Support of Education
Learn how the new CASE Global Reporting Standards may affect your work. What are the new definitions for educational philanthropy, gift counting, funds received, new funds committed, donor control and influence, and alumni engagement metrics?
WHAT’S IN YOUR TOOLKIT?
Joe Chickey - Senior VP and Senior Consultant, Sharpe Group
Help donors make their best gifts by understanding and using proven strategies for a variety of non-cash assets. Explore creative blended gift ideas, learn new conversation openers, and address the hard questions.
6:00 – 7:30 p.m. Reception and Dinner at the Austin Club
7:30 a.m. Check-In Opens
8:00 – 9:00 a.m. Discussions and Working Breakfasts
Vice Presidents for Development Working Breakfast
Vice Presidents for Communications Working Breakfast
9:15 – 10:15 a.m. Breakout Sessions #5
Ellen Jovin - Author and Principal, Syntaxis
Finding the right acronyms and emojis often seems more important than using the proper punctuation in this age of texts and social media. But understanding and applying the rules of grammar still matters for business professionals – especially professional communicators – seeking to boost awareness, support, and respect. This fun (really!) grammar refresher course will help anyone communicate more clearly and professionally.
DONORS CAN ONLY GIVE WHAT THEY HAVE
Joe Chickey - Senior VP and Senior Consultant, Sharpe Group
Learn the national trends and demographics impacting planned giving. How can you better understand your donors’ interests and financial assets to help them make their best gift? What can you do to develop and execute donor strategies for additional non-cash gifts?
CLIMBING THE SOCIAL (MEDIA) LADDER
Jeremy S. Thompson - Vice President, Digital, Edelman Global Advisory
Neely Dockins - SVP, U.S. Head of Digital Crisis, Edelman
Social media has become an integral part of brand building in higher education, with institutions working to increase engagement and grow social following across various platforms. Social media success goes far beyond simply increasing followers, however, and it’s more important than ever to develop deliberate strategies, voicing and messaging to accomplish measurable goals. This session will lay out a more effective approach to social media, including how to plan ahead, how to determine what platforms to use and how to evaluate results.
UNDERSTANDING TODAY’S WORKPLACE IN A POST-PANDEMIC ERA
Greg Duyck - Principal, WittKieffer
Hear the perspectives of hiring managers as well as candidates and the challenges of finding and retaining good talent for academic and health institutions. What can you do to advance your career?
10:30 – 11:30 a.m. Breakout Sessions #6
BUILDING AND MANAGING YOUR BRAND REPUTATION
Kate Linkous - Executive VP, Higher Education & Corporate Affairs, Edelman
Greta Hays – VP, Corporate Reputation & Higher Education, Edelman
Brand reputation management is the process of monitoring and influencing the public perception of your brand. An institution’s brand is a function of its reputation among its various stakeholders – students, patients, faculty, health care providers, staff, alumni, donors, parents and so on. Reputation takes years to build but can be compromised in minutes with one negative event, news story or viral social media post. This session will help you proactively create deploy effective strategies to protect and manage your institution’s brand and reputation.
FUNDRAISE SMARTER, NOT HARDER: HOW AI + AUTOMATION DRIVE DONATIONS + INCREASE EFFICIENCIES
Reilly Conroy – Sales Team Lead, Gravyty
What is all the excitement about artificial intelligence (AI) in fundraising and communications? What is AI capable of doing today to enhance efficiency in your office? Because of AI, what could the fundraising office look like in five years?
UTIMCO – FROM THE DAILY TO THE DIGITAL
Drury Morris - Senior Director, UTIMCO
Adam Wright – Chief of Staff, UTIMCO
The University of Texas/Texas A&M Investment Management Company (UTIMCO) is the first external investment corporation formed by a public university system and oversees investments to support The University of Texas and Texas A&M University Systems. This session will provide an update on current market conditions and an overview of UTIMCO’s current asset allocation and recent performance along with information about the digital asset landscape and the UT System’s plans for accepting these potential gifts.
Michael J. Heidingsfield, Director of Police, UT System
A top priority of UT System law enforcement professionals is building relationships with the campus community so that they can proactively address potential threats to individuals at UT institutions and health care facilities. Learn more about the UT System Police’s role and efforts to protect and promote campus safety so you can communicate more effectively with students, parents, patients, donors, faculty, and the community.
11:45 a.m. – 1:30 p.m. Chancellor’s Awards Luncheon and Program: University Lands – A Texas Treasure
Chancellor J.B. Milliken, UTIMCO Chief Investment Officer Rich Hall and University Lands CEO Billy Murphy will explore the history, current state and future of this significant and uniquely-Texas resource that uplifts our institutions and state. Chancellor Milliken will then announce the winners of the awards for outstanding achievements in the areas of development, advancement services, events, communications and media relations.