Monday, May 21

Monday, May 21

Monday, May 21, 2018
7:30 a.m. - 5:00 p.m. Registration/Information Desk Open Paul J. & Jane Meyer Conference Center - Paul L. Foster Campus for Business & Innovation | 1621 S. 3rd St.
7:30 a.m. - 8:30 a.m. Registration/Information Desk - Badge Pickup Paul J. & Jane Meyer Conference Center
8:00 a.m. - 5:00 p.m. Vendor Exhibit Area Open Jim & Julie Turner Mezzanine
8:00 a.m. - 8:30 a.m. Breakfast Buffet Paul J. & Jane Meyer Conference Center
8:30 a.m. - 8:45 a.m. Opening Welcome Kick-off with remarks from Baylor University President Linda A. Livingstone, Ph.D. & Vice President of Advancement Dave Rosselli Paul J. & Jane Meyer Conference Center
8:45 a.m. - 9:45 a.m. Opening Keynote Address - Garrison Wynn Paul J. & Jane Meyer Conference Center
9:45 a.m. - 10:00 a.m. Break Jim & Julie Turner Mezzanine
10:00 a.m. - 11:00 a.m. Breakout Session #1
  • CEO and VP - Round Table Discussion
    Dave Rosselli, Vice President Advancement, Baylor University
  • AVP/AVC - Facilitated Group Discussion
    Greg Davis, Vice President for Development, Baylor University
  • Major/Principal Gifts - Regional Development
    Hope Loomis, Senior Director of Development, Baylor University
  • Gift Planning – Revamping how we think about and analyze gift planning options
    Laura Hansen Dean, J.D., Senior Director-Gift Design and Documentation,
    The University of Texas at Austin
  • Annual Giving [combined with Research & Prospect Management Analytics]- Tying Donor Interest to Giving Opportunities: A Case Study, EverTrue and Oklahoma State University Foundation
    Chris Campbell, Senior Associate Vice President, Information Strategy, ‎Oklahoma State University Foundation
    John Grice, Director of Annual Giving, Young Donors and Digital Programs, Oklahoma State University Foundation
    Brent Grinna, Founder and CEO, EverTrue
  • Research & Prospect Management Analytics [combined with Annual Giving]-Tying Donor Interest to Giving Opportunities: A Case Study, EverTrue and Oklahoma State University Foundation
    Chris Campbell, Senior Associate Vice President, Information Strategy, ‎Oklahoma State University Foundation
    John Grice, Director of Annual Giving, Young Donors and Digital Programs, Oklahoma State University Foundation
    Brent Grinna, Founder and CEO, EverTrue
  • Corporate and Foundation –Facilitating Foundation Funding
    Joanne Spitz, Senior Director, Grant Initiatives, Corporate and Foundation Relations
  • Donor Relations - Leveraging Students for Donor Engagement
    Will Simmons, Director, Endowed Scholarship Program, Baylor University
 
11:15 a.m. - 12:15 p.m. Breakout Session #2
  • Presenting Sponsor [combined with Research & Prospect Management Analytics and Corporate and Foundation] -
    Can you Repeat that, Please? How Data Analysts and Institutional Leadership Can Speak the Same Language

    Sherrie Dodson, Assoc. Vice President, Advancement Services, Baylor University
    Sarah Williams, Senior Consultant & Principal, Leader of Analytical Solutions, Marts & Lundy
  • Major/Principal Gifts -Leader as Coach: Helping Others Achieve Results
    Chris Spooner, Associate Vice President of Development, Kansas State University Foundation
  • Gift Planning - Insecure About Securities? An overview of issues/considerations
    for current and deferred gifts of securities (valuation, restrictions, tax issues, etc.)

    Joe Hancock, J.D., M.B.A.,  President and General Counsel, HighGround Advisors
  • Annual Giving - Giving Days
    Adrian Mathis, Director of Annual Giving Programs at The University of Texas at Austin
    Luisa Harmon, Development Specialist, Annual Giving Programs at The University of Texas at Austin
    Jessica Roberts, Senior Associate Director of Annual Giving at The University of Kansas
    Cory Chambers, Assistant Director of The University Fund at West Virginia University
  • Donor Relations - Knowledge is Power: Using Experts in your Media Communications and Branding Campaigns
    Eric Eckert, Asst. Director of Media Communications for Faculty Development, Baylor University
  • Research & Prospect Management Analytics [combined with Presenting Sponsor and Corporate and Foundation] -
    Can you Repeat that, Please? How Data Analysts and Institutional Leadership Can Speak the Same Language
    Sherrie Dodson, Assoc. Vice President, Advancement Services, Baylor University
    Sarah Williams, Senior Consultant & Principal, Leader of Analytical Solutions, Marts & Lundy
  • Corporate and Foundation [combined with Presenting Sponsor and Research & Prospect Management Analytics] -
    Can you Repeat that, Please? How Data Analysts and Institutional Leadership Can Speak the Same Language
    Sherrie Dodson, Assoc. Vice President, Advancement Services, Baylor University
    Sarah Williams, Senior Consultant & Principal, Leader of Analytical Solutions, Marts & Lundy
 
12:15 p.m. - 1:00 p.m. Lunch Paul J. & Jane Meyer Conference Center
1:00 p.m. - 2:00 p.m. Keynote Address Paul J. & Jane Meyer Conference Center
2:15 p.m. - 3:15 p.m. Breakout Session #3
  • Presenting Sponsor [combined with Major/Principal Gifts]- Leadership Lessons from Advancements' Level-5 Leaders
    Daniel P. Saftig, Senior Consultant & Principal, Marts & Lundy Inc. and formerly served as President and CEO of the Iowa State University Foundation
  • Major/Principal Gifts [combined with Presenting Sponsor]-Leadership Lessons from Advancements' Level-5 Leaders
    Daniel P. Saftig, Senior Consultant & Principal, Marts & Lundy Inc. and formerly served as President and CEO of the Iowa State University Foundation
  • Gift Planning - Grabbing the Brass Ring and Other Valuable Assets
    Angela Throne, Gift Planning Officer, Texas A&M Foundation
    Laura Hansen Dean, J.D., Senior Director - Gift Design and Documentation, The University of Texas at Austin
    Susan Wommack, J.D., Senior Director of Development, Baylor University
  • Annual Giving - Crowdfunding
    Kellie Sullivan, Assistant Director of Special Programs at The University of Texas at Austin
    Mary Evanson, Executive Director of Annual and Special Gifts at Iowa State University
  • Corporate and Foundation - Gift vs. Grant: A Taxing Issue Resolved
    Dennis Alexander, Director, Foundation Relations, Texas Christian University
  • Donor Relations - Title Pending
    Melissa Lukesic, Director of Donor Programs and Retention, The University of Texas at Austin
    Kate Harrison, Director of Donor and Volunteer Engagement, The University of Texas at Austin
 
3:15 p.m. - 3:30 p.m. Break Paul J. & Jane Meyer Conference Center
3:30 p.m. - 4:30 p.m. Breakout Session #4
  • Major/Principal Gifts - Mega Gift - Is Your Organization Ready?
    Jeremy Galvin, Vice President of Development, Iowa State University Foundation
  • Annual Giving [Combined with Research & Prospect Management Analysis] - Transactional Giving Opportunities
    Laura Kramer-Lucas, Director, Annual Giving, Baylor University
    Stephen Sullivan, Assistant Director for Annual Giving, Baylor University
  • Corporate and Foundation – The Transforming and Transformative Role of Campus Corporate Relations
    Kelsey Evans, Executive Director for Corporate Relations, The University of Texas at Austin
    Ana Navarro Ovitt and Jose Beceiro, Director of Development, Corporate Relations
    Beth Beagles, Associate Director of Development, Corporate Relations, at The University of Texas at Austin
 
5:00 p.m. - 7:00 p.m. Depart Hotels for the Reception Shuttles buses running to/from conference hotels to Baylor Club at McLane Stadium The Baylor Club, McLane Stadium
5:00 p.m. - 7:00 p.m. Reception & Stadium Tours The Baylor Club, McLane Stadium
7:00 p.m. School Dinners (on your own)