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
  • AVP/AVC - Facilitated Group Discussion
    Round Table
  • 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
  • Donor Relations - Pending
  • Annual Fund - Tips and Tricks
    Big 12 Schools
  • Corporate and Foundation – Pending
    Joanne Spitz, Senior Director, Grant Initiatives, Corporate and Foundation Relations
  • Research & Prospect Management Analytics - Case Study: Evertrue and Oklahoma State
    Jacob Ashley, Evertrue
    Chris Campbel, Evertrue
 
11:15 a.m. - 12:15 p.m. Breakout Session #2
  • Presenting Sponsor - 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 - Coaching New Gift Officers and Aligning Metrics with Experience Levels
    Chris Spooner, Associate Vice President of Development, Kansas State

  • 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
  • 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
  • Annual Fund - Giving Days
  • 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 - Leadership Lessons from Advancements' Level-5 Leaders
    Daniel P. Saftig, Senior Consultant & Principal, Marts & Lundy
  • Major/Principal Gifts - Pending
  • 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
  • Corporate and Foundation - Gift vs. Grant
    Dennis Alexander, Director, Foundation Relations, TCU
  • Annual Fund - Student Philanthropy
 
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 Cultivation/Solicitation
    Jeremy Galvin, Vice President of Development, Iowa State
  • Donor Relations - Pending
  • Corporate and Foundation – Pending
    Kelsey Evans, Executive Director for Corporate Relations, The University of Texas at Austin
  • Annual Giving - Transactional Giving
    Laura Kramer-Lucas, Director, Annual Giving
    Stephen Sullivan, Assistant Director for Annual Giving
    Jordan Hannah, Associate Director of Student Activities & Troy and Betty Mays Director of Student Foundation
 
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)