Frontline fundraisers typically have strong relationships with donors. However, many are not sufficiently trained on stewardship techniques, and they focus primarily on solicitation. By utilizing proven stewardship techniques, your frontline fundraisers can improve donor engagement, retention, and giving. Join us online to learn how to integrate sound donor relations practices throughout the entire solicitation cycle. Our expert instructor will share practical tips and case study examples for frontline fundraisers interested in taking a more donor-centered approach to fundraising. Additional Resources In addition to the webcast you will leave with a gap analysis template to help you assess what donor relations practices you are currently executing and what areas you can improve in the future.
Outsourcing campus services can be an appealing option for institutions looking to improve campus services while reducing costs. However, many institutions struggle to structure and negotiate these contracts in a way that serves both short- and long-term service goals. Successful outsourcing contracts balance institutional expectations with service provider interests, especially when: Articulating project scope and subsequent pricing models Outlining service expectations Managing and incentivizing service providers Join us for a webcast that will discuss how to structure your future outsourcing contracts to achieve both short- and long-term service goals.
Agenda Learn the fundamentals of strategic enterprise risk management (ERM). This online training is a great opportunity for your entire team to learn how ERM can help your institution holistically assess and manage risk. We will cover: Successes, failures, and lessons learned about ERM How ERM can benefit you with accreditors, regulators, bond agencies, and more Why your institution should consider pursuing ERM
Discuss relevant scenarios and practical tips to better understand how FERPA applies to the everyday work of faculty. Agenda An Overview of the FERPA Framework What Is, and Is Not, an “Education Record”? Exams and papers Grades Transcripts Recommendation letters Advising records Teaching assistant personnel records Personal notes When, and to Whom, May “Education Records” Be Disclosed? Directory information The “school official” exception Parents (and spouses) Health and safety emergencies Consent What Rights Do Students Have to See, and Demand Changes to, Their Own Education Records? FERPA Implications of Educational Technology Practical Tips
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
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.
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
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
Whether you are about to enter your first negotiation or are renegotiating a collective bargaining agreement (CBA) for your adjunct faculty, you need to have a defined plan as you enter talks. This webcast will share how to begin the bargaining process, best practices during your negotiations, and next steps as you enter negotiations on your own campus. Join us online to ensure that you are prepared to enter your CBA negotiations with a plan. We will cover important aspects of negotiation, including: Pay structure/wages General benefits Job security
This online training will give you guidance for supporting students who pose a threat to themselves while remaining compliant with the Americans with Disabilities Act. This is a great opportunity to learn how to update your policies and procedures to align with changing interpretations of Title II and Title III of the ADA. You will get action steps for dealing with a student who poses a threat to self and learn the fundamentals of addressing individual self-harm cases, including suicidal ideation, substance abuse, and eating disorders.
Many student affairs leaders have executed small fundraising efforts; very few have a strategic plan to gain support that can sustain or grow critical initiatives. Join us online to explore a proven model for developing a systematized fundraising operation for your student affairs division. You will leave with considerations for: Identifying fundraising priorities Structuring your fundraising operation Setting achievable goals for your department Building cross-campus relationships to meet goals
Are you ready to file your VSE report? Prior to the webcast please watch these two pre-webcast recordings that cover the fundamentals of CASE and VSE reporting, including: Separating reporting standards from donor recognition practices Contrasting the VSE and the campaign survey CASE standards vs. IRS rules: similarities and differences If you or your colleagues are new to CASE and VSE reporting, it is highly recommended that you review this material prior to the webcast: Pre-webcast recording #1 Pre-webcast recording #2 Agenda Overview of webcast recording The Voluntary Support of Education Survey (VSE) Breaking down the VSE survey, section by section The data miner Case study examples of tricky reporting situations The CASE Survey of Comprehensive Campaign Activity Breaking down the CASE survey, section by section The survey vs. local reporting Case study examples of tricky reporting situations
Student donors are three times more likely to give after graduation. Agenda Institutional Context and Programs Background Student Foundation Organizational structure Lifecycle of a gift Development of gifts Investment Allocations Campus impact Student Alumni Association Organizational structure Philanthropy Alumni connection programming Spirit, tradition, and pride events How Programs Intersect, Looking Ahead and Takeaways for Your Institution
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
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.
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
Learn critical steps to ensuring your institution is ready to adopt shared services. Agenda Are You Ready to Adopt Shared Services? Have You: Effectively identified opportunities and established scope? Fully analyzed the risks associated with this shift? Calculated potential savings through workload studies? Keys to Establishing Shared Services Goals for Your Institution Distinguishing shared services from centralized services Building shared services goals – What will success look like? Engaging Stakeholders in the Process Specifying stakeholder hurdles to readiness Engaging key stakeholders in the analysis of options Case study in change readiness Final Questions and Next Steps
Do you have a plan in place to respond to any health crisis on campus? Agenda A History of Health Crises at Colorado State Developing a Framework for Your Plan Components of the plan Process considerations Campus-wide integration Communication Efforts Faculty/Staff Campus community Final Q&A
Your campaign launch sets the tone for your entire fundraising effort. This is your opportunity to develop buy-in and lay the foundation for a successful start to the campaign. With stakes as high as this, you need a coordinated strategy when launching a campaign. Join us online to learn how to plan for a successful campaign launch. Our expert facilitators will share insights on: Successful campaign launch events Planning and budgeting for each event Effective event follow-up
A recent Inside Higher Ed survey highlights that 97% of provosts believe their institutions effectively prepare students for the workforce. However, AAC&U reports far fewer employers agree. In fact, only 26% of employers give high marks to recent graduates’ ability to think critically. To bridge this gap, institutions must begin integrating an approach that forces students to solve real-world problems through deeper and more critical thinking. Join us online for an in-depth examination of one proven approach: project-based learning courses. We will cover critical issues including: Defining the targeted skill set Finding external community partners Scaling project-based learning experiences Assessing the impact in critical thinking
