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
Use video more strategically in higher ed marketing. Agenda Video as a Strategic Marketing Tool The importance of video in higher ed marketing: data and statistics Meaningfully integrating video into your marketing plan Timing, length, and frequency—what is best? Video Production Considerations Outsourcing vs. in-house videographer Video equipment Walking the line: scripting vs. authenticity Working with current students Repurposing content ADA compliance and closed-captioning Effective Use of Video: Institutional Examples Prospective student webcasts Employing video to highlight the student experience Using video to showcase academic programs Use of video on various social media platforms (Youtube, Facebook, Snapchat) Video in alumni relations and fundraising
Learn how understanding your institution or program’s curricular efficiency can inform decisions that improve overall academic success. During this webinar, you will learn how to: Challenge some assumptions of student success Analyze your curricular complexity from structural and instructional perspectives Align curricula with student support services Make decisions and discuss curriculum changes with faculty You will hear three practical case studies that will help illustrate common curricular efficiency problems. Through careful consideration of this important academic data, you can more easily address impediments to student success that you may unknowingly be creating for students.
Learn how to guide FY17 programming using multiple data points. Agenda Aligning Alumni Relations Operations with Institutional Priorities Alumni Relations Metrics Understanding operational, transactional, and attitudinal measures Evaluating the program comprehensively Assessing event performance Measuring alumni engagement and attitudes Evaluating other alumni relations operations Developing metrics for individual staff members Considerations for small shops, large shops Determining the Right Metrics for Your Shop Communicating Metrics to Leadership Using Metrics to Guide Planning
Limit potential liabilities for students and your institution with well-defined guidelines. Agenda Setting up the internship Rights and protections of interns Rights and protections of institutions Recent events Designing the Internship Intern’s relationship with employer Handling confidential material Intern’s relationship with school Traveling liabilities Traveling out of state Traveling abroad Rights and protections of interns Healthcare Compensation Employment law and constitutional protections Recourse for injuries Implications of the Affordable Care Act FLSA implications Where school risks meet intern rights Employment law Clery/Title IX and other compliance Risk management Shifting liability/responsibility
“Very helpful program, with insights that will allow my institution to establish a strong and thorough policy.” – Nikolas Kozel, Executive Director of Constituent Relations & Operations, La Salle University View this pre-webcast recording: It is a 30-minute webcast recording and whitepaper that outline the basics of developing naming policies, including policy creation timeline, philanthropic naming, honorific naming, and academic naming. If you are new to advancement or are in the foundational stages of developing a naming policy, you are strongly encouraged to read the whitepaper and watch this recording prior to the webcast. Agenda Review: Basics of Developing Naming Policies Implementing Naming Policies Calculating space values Determining the baseline and final values of physical space Determining the value of programs, endowed chairs and professorships, and centers Procuring board approval Marketing available opportunities Additional Naming Considerations Duration De-Naming Demolishment/Renovation Getting Started in Developing a Naming Policy Working with academic and advancement leadership Action steps for the next month Resources Download the presentation slides (PDF) Download the additional resources (PDF) Download the leftover questions (PDF)
Get specifics for how to plan a student-driven content program for your digital marketing channels that helps you improve enrollment and engage alumni. Tim Nekritz, director of web communication at SUNY Oswego, will delve into the specifics of how to recruit, train, and manage students as they create content that highlights your unique campus environment. “Most webinars on this topic just cover generic tips, but the Student Storytelling webinar really went in-depth with concrete examples and ideas of how to engage students in many different ways.” Lauren Hoover, Admissions & Recruitment Coordinator, University of Pennsylvania School of Design
Learn how you can ensure a smooth event experience for donors with thorough etiquette training. Lynne Wester will outline the foundation of event etiquette protocol to help you ensure that donors are properly treated and communicated with at all events. You will leave better equipped to manage tricky situations such as: Unexpected guests Managing guest behavior Security concerns Table etiquette Event follow-up
Are you objectively evaluating the success of each event you execute? Agenda Understanding Successful Events Unique identifiers of advancement event success Attendee mix Location Follow-up Concrete ROI evaluation for events Surveying and Data Collection Collecting data before, during, and after the event Leveraging event evaluations to develop unique, meaningful events How to Evaluate and Eliminate a Failing Event Focusing on mission-centric events Engaging event volunteers in other opportunities
Develop and implement your customer service vision at your institution. You will learn about service philosophies that have been used successfully in higher education as well as seven important tactics for turning your customer service vision into a reality. Outline Your Vision in Real Time Throughout this interactive training, you will participate in a series of activities designed to help you apply the concepts you are learning. You will come away with an outline of your own customer service vision and philosophy that you can build upon to enhance customer service within your unit.
Learn how to objectively measure the success of your donor relations program and communicate the ROI with leadership and across your shop. Donor Relations Guru®, Lynne Wester, will show you how to: Create clear benchmarks for donor relations success Track unique opportunities—including donor retention rate Determine the right metrics for your shop “The information provided is helping to build the case for a strong donor relations strategy” – Dory Straight, Scholarship Officer, University of Alaska Foundation “Lynne’s webcasts are always beneficial, but I think this one even exceeded expectations! Great, concrete examples of how we can capture the ROI of our efforts. She inspires me every time!” – Kristi Jongeling, College of the Holy Cross
Gain insight into how you can create smaller and more targeted career fairs that foster more meaningful connections between students and employers. Our expert presenters will walk you through the process of creating tailored career fairs that improve outcomes for both students and employers. You will leave this webcast with: Key insights on how to design a tailored career fair structure Tips on executing small career fairs Strategies to engage employers in more student touch points
Learn how you can develop a program that better engages parents by addressing their specific needs. If executed correctly, an effective program can lead to improved student success, enhance your institution’s reputation, and connect your institutional goals with a highly engaged population. In this webcast, you will learn how to: Expand upon or create a parent relations program Survey and understand your institution’s parents’ needs and interests Use the information you learn to create a self-sustaining program
Ensure ADA and Section 504 compliance by incorporating universal design. Agenda Wednesday, June 22, 2016 1:00 – 2:30 p.m. EDT Legal Requirements under the ADA and 504 Cultural impacts and implications of universal design Proactively implementing universal design concepts Promoting inclusivity Remove the burden on students to disclose disabilities Supporting regular and adjunct faculty Quick, effective steps on the path to universal design
Learn how you can customize, make key decisions, and cultivate ownership of a responsibility center management (RCM) budgeting model on your campus. Larry Goldstein will walk you through critical aspects of RCM so you can better: “This explanation and presentation of the RCM budget model was enlightening and very reassuring that our Task Force is on the right track with modifying our current budget program. We also realized throughout the presentation that CSULA has utilized several RCM principles over the past few years.”– Troy Allen, Director of Strategic Planning & Quality Improvement, CSULA
Are you putting data to work within your career services program? Agenda Defining analytics in higher education Background and examples of institutional uses Establishing a program for data collection Assessing existing sources of data Evaluating data reliability Establishing buy-in and a program for data collection Moving from assumptions to data-driven decision making Learning to answer and automate questions Strategies for telling your story with data Examples from two large-centralized career centers
Engage parents in a way that encourages leadership giving. Agenda Parent Program Structure Funding structure Differences in working with parents vs. other donors Parent programs and relationships across campus Communications Parent Board and Committees Giving expectations for members Unique opportunities for involvement Results Leadership Giving Setting recognition levels Moves management Parents of Alumni Development Lasting cultivation Results
