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Schedule 2021

Plenary and break-out sessions for the SUNYCUAD 2021 “Unconference” (Part Deux) feature leaders from across the system – and our nation!


11:30 to 12:15pm: “Sponsors Showcase!”

Join our sponsors as they host their virtual booths. Attendees can “drop-in” on any number of sponsors at any point during this time frame. Please join us in thanking and supporting these great partners — without which we could not offer this conference to our members at no cost!

12:30 p.m.: Conference Kickoff

Welcome Remarks, Conference Overview, Treasurer’s Report, Presidential Remarks, Board Member Introductions

1 p.m.: Plenary Session

One Year Later: How Advancement Has Fared During Covid 19
Dr. Jenna Dell, Director, Research Advisory Services, EAB
Dr. Jenna Dell will share an overview of the state of the nation’s higher education industry during a time of transformation.

 A recording of the opening remarks and Dr. Jenna Dell’s presentation

— 2 p.m.: Break —

2:10 p.m.: Breakout Sessions

Students – Your First Alumni Ambassadors
Adrienne Brown, Executive Director, Annual Giving, New York University
Josh Greenfield, Assistant Director, Student Philanthropy

As Annual Giving professionals, it is critical for us to consider pipeline activity and creating the future generation of our committed and loyal donors. Join this session to hear how NYU established a thriving senior class gift program, taking senior class philanthropic participation from 2% to over 60%. You’ll walk a way with a quick 5-step checklist of how you can get started and helpful ideas that will hopefully bring your program to the next level of success.

A recording of Adrienne Brown and Josh Greenfield’s presentation (Passcode: *EP22ax=)

Online Creative Brainstorm
Ashley Budd, Director of Marketing Operations for Alumni Affairs & Development, Cornell University
Known for her creative and innovative marketing campaigns, Ashley Budd is one of the most influential voices in education marketing and fundraising. In her first-ever creative leadership class, the author of the popular newsletter Ashley in Your Inbox teaches how she crafts creative marketing campaigns from online brainstorming sessions that remain timely and relevant. Explore Ashley’s creative framework for developing ideas into marketing campaigns with strong structures and nuanced content strategies.

A recording of Ashley Budd’s presentation (Passcode: J4Yb&gmn)

AMAtlas: From Global Standards to Global Benchmarking
Marc Westenburg, Center for Community College Advancement Director, CASE;
Jenny Cooke Smith, Senior Strategic Consultant, CASE
After more than two years of work, reflection, consultation and engagement around the ethics, principles of practice, and important conversations about what we as a community choose to benchmark and report, CASE has released the first edition of the CASE Global Reporting Standards. We will provide an early glimpse of key changes and their significance for reporting and analysis and how we will measure success in fundraising moving forward. During the session, we will also highlight key findings from the 2020 editions of two of our other benchmarking surveys: the Voluntary Support of Education Survey and the Global Alumni Engagement Metrics Survey.

A recording of the AMAtlas webinar

Media Training: How to Build a Faculty Experts Program
Mike Nolan, Sr. Communications Specialist, University at Albany
Kelsey Butz, Communications Specialist, University at Albany
In this presentation, we will be focusing on the tactics and strategies used at the University at Albany to master faculty expert media interviews. We will cover a large number of topics, including: how to earn faculty trust and train them for interview success; pitch experts to local and national reporters; form the perfect multimedia pitch; and develop/maintain a searchable faculty expert database. We will also share a few of our favorite success stories as case studies.

A recording of Mike Nolan and Kelsey Butz’s presentation

3 p.m.: Plenary Session

Understanding the Current Advancement Climate: A CAO Panel Discussion

  • Peter Perkins, VP for Institutional Advancement, SUNY Cortland
  • Fardin Sanai, VP for University Advancement, University at Albany; Executive Director of the University at Albany Foundation
  • Gretchen Wood, VP for Institutional Advancement, Monroe Community College; Executive Director, MCC Foundation
  • John Zacharek, Vice President for Development, SUNY Cobleskill; Executive Director, SUNY Cobleskill Foundation

Join four Chief Advancement Officers from across the SUNY System as they discuss the many challenges and changes they and their teams are facing, as we all slowly emerge from the pandemic work environment. Topics will include strategies and issues related to fundraising, enrollment management, stewardship, events, workforce operations, culture, volunteer engagement and more.

A recording of the CAO Panel Discussion

— 4 p.m.: Break —

4:10 p.m. SUNYCUAD’s Annual Awards for Excellence

A recording of the Awards for Excellence presentation

— 5 p.m.: Adjourn —


9 a.m.: Plenary Session

Putting Equity, Diversity & Inclusion into Action: The Bailey Green Story
John Somers, President & CEO of Harmac Medical Products; Founder, Buffalo’s Bailey Green Initiative
A dozen years ago, Harmac considered moving out of Buffalo’s East Side to the suburbs — free from the poverty, crime and other distresses that had afflicted its neighborhood for so long. Then President & CEO John Somers saw a stat that stopped him in his tracks: 25% of the 400 employees at their Buffalo headquarters lived right in their zip code. He knew if the company left, they wouldn’t follow – and he just couldn’t do that to them and their families.

Instead, Harmac committed to stabilizing and transforming the neighborhood by providing green space, affordable housing, healthcare, healthy foods and job opportunities. This has included building one of the most diverse workforces in Buffalo, with more than 20 first-generation nationalities represented among its employees, including immigrants and refugees. He also partnered with UB’s School of Architecture and Planning to create a master plan for the neighborhood, with an emphasis on green space and walkability. Today, Harmac counts more than 40 organizations among its strategic partners. Learn how they’ve done it, what’s next for Bailey Green – and how your campus can do the same.

A recording of the presentation on The Bailey Green Story

— 10 a.m.: Break —

10:10 p.m.: Breakout Sessions

Advancement Legislation: What’s New in Washington?
Brian Flahaven, Vice President, Strategic Partnerships, CASE
What are the prospects for President Biden’s infrastructure plans? And will Congress consider tax policies that have the potential to increase or decrease charitable giving? This session will provide an overview of the latest legislative and regulatory developments affecting higher education, with a particular focus on policies of most interest to advancement offices. Topics to be covered include institutional aid, COVID-relief, charitable giving, funding, and scrutiny of foreign gifts.

Outcomes in Advancement Services: Case Examples of Measured Success
Lisa English, Associate Vice President for Advancement Services, Rutgers University
The past year of weathering the pandemic has forced us into thinking creatively about many things, not the least of which was job performance. For Advancement Services professionals, who often do not have hard dollar, visit, or similar goals, measuring success was often subjective or based on the ability to just ‘keep the process moving forward’. At the Rutgers University Foundation, by implementing a collaborative mission, and a system of strategic and time-bound goals, the Advancement Services team has been able to present measurable outcomes to peers and leadership that contribute to the fundraising pipeline. This session will present case examples from the RU Foundation’s advancement services team of the biomedical and health sciences development unit that are scalable and relevant to many sizes and formats of fundraising departments. Attendees will be encouraged to offer their own examples of outcomes-based goals during the session.

A recording of Lisa English’s presentation

Resilience in Times of Transition: Strategies for Improving Health and Wellness
Dr. Katie Griffes, Assistant Professor, Sport and Exercise Sciences, SUNY Oneonta
For more than a year now, the world has been in a state of uncertainty and transition. Adjusting to a “new normal” was a challenge, and now we find ourselves going through yet another transition. This presentation will provide strategies for facing these transitions with positivity, confidence, patience, and grace. New stress management approaches will be discussed, as well as ways to continue wellness practices or develop alternative ways to maintain health and wellness.

A recording of Dr. Katie Griffes’ presentation (Passcode: 433×8@^2)

11 a.m.: Plenary Session

Strategy DEI Session: Where do we go from here?

  • Peter Hayashida, Vice Chancellor, University of California at Riverside
  • Dr. Jessica Elmore, Associate Director of Diversity Programs, Kansas State University Alumni Association
  • Rob Henry, Vice President of Education, CASE

A panel of experts will discuss key issues facing advancement professionals, how to affect change at our institutions, and strategies for implementation at all levels of experience.

12 to 12:45 p.m.: SUNY Chancellor Jim Malatras

A recording of the Town Hall with SUNY Chancellor Jim Malatras

— 12:45 p.m.: Break —

1 to 3 p.m.: Donor Roundtable

Moderator: Jason Ladouceur, Senior Director of College Advancement, SUNY Potsdam
A discussion with donors from five different SUNY schools exploring their motivations for giving, the ways they have given, the impact their gifts have had, and how they feel about the difference their gifts have made.

A recording of the Donor Roundtable discussion