Structuring Successful Outsourcing Contracts for Campus Services

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.

Enterprise Risk Management: Why Now?

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

FERPA Essentials for Faculty

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

Managing Annual Fund Volunteers

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

Conflict Management for Institutional Leaders Webcast Recording

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.

4 Steps to Ensure Electronic and Information Technology Accessibility

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

Engaging Alumni through Athletics

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

Developing a Self-Harm Compliance Protocol

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.

Student Affairs Fundraising: Building a
Sustainable Structure

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

Accurately Reporting for the CASE Campaign and VSE Surveys

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

Effective Student Foundations and Student Alumni Associations

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

Negotiating Successful Adjunct Union Collective Bargaining Agreements

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

Advancement Events: Effectively Closing a Campaign

The conclusion of a campaign is the time to recognize the donors, volunteers, and development officers who made success possible. Doing so is critical because these are the stakeholders who will support your institution in the future. Join us online to learn how to effectively close a campaign and lay the foundation for your campus’ next major fundraising effort. Our expert facilitators will share insights on: Planning and budgeting for celebratory events Recognizing donors, volunteers, and development officers Teeing up future fundraising endeavors

Keys to Approaching Tuition Resetting at Your Institution

Amidst the many failed attempts throughout higher education to reduce overall sticker price, Ashland University is now enjoying a second successful year of significant tuition reduction. Come learn how this mid-sized private institution in north-central Ohio successfully carried out a $10,000 sticker price reduction by: Closely examining their market position Designing accurate financial models to account for the impact of tuition reduction Aligning financial aid packages with new tuition prices Utilizing appropriate marketing tactics with prospective and current students. Join us for a webcast led by chief administrators from Ashland University and discover how their successful approaches to these challenges can inform your own tuition reduction strategies.

Understanding Enrollment Management Challenges: A Program for Finance Officers

Enrollment management and finance offices must work more closely together as institutions increasingly become tuition dependent. Finance officers that develop a more nuanced understanding of the enrollment market and how it impacts the student recruitment process are able to collaborate more successfully. However, developing such an understanding can be difficult because enrollment trends are often complex. Join us for a webcast that is designed to provide higher ed finance professionals with a more thorough understanding of the current enrollment market. Our expert instructor will give a data-driven overview of today’s enrollment trends and share how those trends are impacting both student recruitment and the overall enrollment goal-setting process.

Donor Appreciation: Leveraging Existing Events

Many donors regularly attend campus events associated with athletics, the arts, or other campus traditions. However, due to complicated logistics and limited budgets, donors may not be shown the appreciation they deserve. Don’t miss another opportunity to recognize your donors and deepen their engagement. Join us online to learn how you can demonstrate appreciation for your donors at campus events. Our expert instructor will address the following: How you can leverage existing events as stewardship touches for your donors Logistical and planning considerations to keep your events running smoothly Appropriate follow-up for attendees and non-attendees

Establishing a Cash Flow Forecasting Model for Your Institution

Managing institutional liquidity remains a crucial element of financial risk management at any institution. As external financial realities challenge many treasury offices, cash flow forecasting acts as a strong mitigating strategy for financial risk aversion. Those who are able to more accurately project and plan around cash flows have a strategic advantage in maintaining liquidity strength and investment planning. Join us for an online training that walks through the critical components of establishing a cash flow forecasting model at your institution. Our expert instructor will walk through key challenges related to administrative collaboration, discuss how to work toward cash flow accuracy, and provide tips on how to design financial strategies around your cash flow forecast.

Preparing Your Institution for Shared Services Implementation

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

Advancement Events: Effectively Launching a Campaign Webcast Recording

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