Day 2: Tuesday, June 19, 2018

Registration | 7:30 – 9:30 a.m.

Room 245, South Ballroom PreFunction Area
2nd floor, UW HUB
A map and directions to the HUB are available here.

Breakfast | 7:30 – 8:00 a.m.

Room 211B, South Ballroom
2nd Floor UW HUB
A map of the 2nd floor of the UW HUB is available here.

Opening Plenary | 8:00 – 9:15 a.m.

IKIGAI, Technology and Society in the Fourth Sector
Luis J. Salazar, co-founder and CEO of Giving Tech Labs

Luis will share his thoughts on the fourth sector—the arena where government, business and non-profit sectors meet to address society’s urgent issues—and how mobile cloud technologies and the blending of humanities and engineering are creating an opportunity for leadership that leverages technology and business models for social good. By making this our “Ikigai” (a Japanese concept meaning “a reason for being”), we can establish a powerful emotional connection to the societal impact of engineering innovation.

A mechanical engineer by training, Luis is a serial tech entrepreneur and Global Fortune 500 executive who has led the launch of more than 25 global products and companies. Today he focuses on incubating technologies and sustainable business models to address pressing social issues.

Room 211B, South Ballroom
2nd Floor UW HUB
A map of the 2nd floor of the UW HUB is available here.

Session 1 | 9:30 – 10:30 a.m.

A Career Conversation for Millennials, by Millennials
Nick Kulick, Director of Development, University of Toledo

Millennials have officially surpassed Baby Boomers as the largest living generation in the United States. From trendy coffee shops to taking selfies other generations have their stereotypes of Millennials, and publications routinely claim to have the newest formula for managing Millennials in the workplace. But have you as a Millennial thought about managing your own career? This session will discuss career strategies, including dealing with multi-generational offices and successfully building relationships with your organization’s donors. Finally, here is a career conversation for Millennials, by Millennials.

Creating Opportunities to Discuss Mega Gifts
Derek Dictson, Senior Director of Development, Auburn University
Christopher Roberts, Dean, College of Engineering, Auburn University

Auburn University’s Samuel Ginn College of Engineering recently launched a “Top 20 Initiative” campaign to raise $100M, including a $25M lead gift from the college’s namesake. Auburn’s Dean of Engineering will discuss the process that led to the vision formation, developing funding priorities, securing the lead gift, launching the campaign and engaging the college’s principal donors in discussions about $10M+ gifts.

Cross-Disciplinary Fundraising in a Comprehensive Campaign
John Balbach, Executive Director, College of Engineering, University of Michigan

This session will discuss strategic resource generation to fund high impact priorities that span departments, units and schools. Topics will include “thinking creatively about revenue,” accounting vs. campaign counting, and the importance of speed and agility in closing transformational gifts.

Engaging Your Advisory Board in Legislative Advocacy
Judy Mahoney, Associate Dean, College of Engineering, University of Washington
Courtney Acitelli, Director, UW Impact, University of Washington Alumni Association

You need to keep your advisory committee engaged. Your university needs advocates. Learn how the advancement professionals at the University of Washington’s College of Engineering have partnered with UW Impact to engage their visiting committee in legislative advocacy, with great outcomes for relationship-building, education, legislation and advancement. This session is especially useful for advancement professionals at public universities who work in high-demand units and departments.

Session 2 | 10:45 – 11:45 a.m.

Cultivating Female Engineering Donors    
Myra Girard, 100+ Women Strong Administrator, College of Engineering, Auburn University
Margaret Arnold, Development Officer, College of Engineering, Auburn University
Melissa Herkt, 100+ Women Strong Member, Auburn Engineering Alumna

Sara Hough, Process Safety Manager, Shell Puget Sound Refinery – Anacortes, Washington
Megan Panek, Director of Academic Advancement, WPI

The role of women in philanthropy is rising, and your institution needs to proactively develop effective strategies to reach female donors. Learn from Worcester Polytechnic Institute and Auburn University representatives about how their respective engineering alumnae programs have led to female donor engagement and ultimately to more female major gift donors. Best practices will be shared on successfully engaging female engineers and corporate sponsors through programs like WPI’s Women’s Impact Network and Auburn’s 100+ Women Strong program.

Crossing the Entrepreneurial Chasm: Bridging the gap between engineering and business
Adrienne M. Bolli, Director of Development, Irwin & Joan Jacobs School of Engineering, UC San Diego
Zachary K. Smith, Senior Director of Development, Rady School of Management, UC San Diego

Development officers from UC San Diego will discuss how a one-of-a-kind interdisciplinary joint engineering/management institute was formed to maximize internal and external resources for the benefit of engineering and business school students, faculty and alumni entrepreneurs alike. Participants will walk away from this session understanding justification for Dean’s collaboration, structure, impact and fundraising opportunities that lead to successful outcomes.

Managing Morale in Troubling Times
Etta Pittman, Director of Development, School of Electrical and Computer Engineering, Georgia Institute of Technology
Tom Lawley, Director of Development, George W. Woodruff School of Mechanical Engineering, Georgia Institute of Technology

Morale issues can derail even the most successful organizations and their development initiatives. Often, it falls to members of development teams to rally around each other and raise their own morale. This session will explore how we as development professionals have used our own experiences to motivate our teams, and how we can learn from the experiences of others. We can then use those lessons when faced with similar challenges in the future.

Theirs Not to Reason Why: What to consider before extending a campaign
Matthew Carlyon, Executive Director of Development, Walter Scott, Jr. College of Engineering, Colorado State University
Aaron Conley, Indiana University Lilly Family School of Philanthropy

Tennyson’s famous poem, “The Charge of the Light Brigade,” recounts the gallant but futile effort of an under-matched cavalry squad repeatedly attempting to overtake a superior military force. The decision to extend a campaign is fraught with similar (but far less lethal) dangers to the long-term success of your engineering development efforts. This session will examine the critical factors to consider, and will include a case study of one engineering school that did extend their campaign… and lived.

Lunch and Plenary Presentation
12:00 – 1:45 p.m.

Room 211B, South Ballroom
2nd Floor UW HUB
A map of the 2nd floor of the UW HUB is available here.

Session 3 | 2:00 – 3:00 p.m.

Cracking the Code on Graduate Fellowships: A high-impact model for fundraising success
Zak Richards, Chief Principal Gifts Officer, University of Virginia School of Engineering
Eve Riskin, Associate Dean, Diversity & Access, College of Engineering, University of Washington
Jessie Muhm, Associate Director, Advancement, College of Engineering, University of Washington

The UVA Engineering School’s $5M Graduate Fellows Initiative (GFI) was designed to provide more than 100 first-year fellowships over five years. GFI is a critical element of our broader strategy to grow, strengthen and diversify the graduate program. The UVA Engineering community has rallied around GFI as an opportunity to empower future leaders while elevating UVA Engineering’s national prominence, supporting recruitment of world-class faculty and enhancing the undergraduate experience. This session will cover GFI’s launch, achievement milestones and challenges along the way, with a significant focus on strategy development, including: collaborating with board members and academic leaders, alignment with institutional goals, developing case materials and proposal templates, and mobilizing the advancement team for success. The GFI model will be highly relevant to development officers charged with raising money for graduate fellowships and it can be adapted for other fundraising priorities.

Maximizing My Dean
Nick Kulick, Director of Development, University of Toledo
Justin Myrick, Dean, College of Engineering, Lipscomb University

Learn best practices for building an effective relationship with your dean and effectively engaging key faculty in development.

Pre-Exit Philanthropy: Optimizing your entrepreneurial ecosystem for giving and innovation
Linnell Bickford, Director of Leadership Giving, Thayer School of Engineering, Dartmouth College
Dee Dee Mendoza, Managing Director of West Coast Advancement, Dartmouth College

Engineering programs across higher education drive innovation, entrepreneurship and economic development. How can engineering advancement teams fully leverage the assets at their disposal to create a vibrant community and a long-term pipeline of support? Some schools have begun to explore a new model of pre-exit philanthropy—sometimes called a founders pledge–to cultivate support from alumni whose wealth is built in the startup sector. This approach can generate powerful results across all nodes of an ecosystem. In this session, we’ll explore the basics of the model, and discuss why it works especially well in engineering settings.

Reshape the Team: The impact of adding an internal development officer
Anne Bishop Shoup, Assistant Dean for Advancement, College of Engineering & Applied Science, University of Colorado Boulder
Amy Hill, Internal Director of Development/Writer, College of Engineering & Applied Science, University of Colorado Boulder

Fundraising teams must be nimble, able to align resources where there is the greatest need and opportunity. In 2017, the College of Engineering and Applied Science at the University of Colorado Boulder adopted a new team model first piloted by our medical campus, one that frees up fundraisers for more externally facing activity by “embedding” an internal development officer to serve as the face of advancement to faculty. CU Boulder will share lessons learned from the first pilot year, offering practical guidance for teams that may have interest in adopting this model.

Session 4 | 3:15 – 4:15 p.m.

Table Topics

The Table Topics session gives you the opportunity for targeted discussions with your peers on issues that are important to you. Topics this year will include: Aspiring Leaders, Established Leaders, Funding Bricks and Mortar, Cultivation Events, Keeping your Board Active, Young Alumni Engagement, Data Analytics, Transitioning to Engineering, Corporate Matching, Advanced Degrees While Working, Research Centers and Institute Fundraising, DIY Prospect Research, Involving Athletic Donors in Engineering, Being a Millennial Gift Officer, and Fundraising for Chairs and Professorships.

Chief Advancement Officer Session*
Judy Mahoney, Associate Dean for Advancement, College of Engineering, University of Washington
Leslie Borak, Assistant Dean for External Relations, University of Maryland

Come discuss your challenges and share best practices with your peers*. This session will feature small group discussions on key topics unique to Chief Advancement Officers, chosen by the participants, such as:

  • Staff recruiting, retention and training and/or position expectations
  • Dean transitions
  • Navigating/partnering with central university corporate/foundation and principal gifts colleagues
  • Navigating dean’s expectations beyond advancement goals

*For Chief Advancement Officers of engineering schools and colleges only.

Dinner at Chihuly Garden and Glass
6:00 – 9:00 p.m.

Join us for a reception and dinner at Chihuly Garden and Glass. Complimentary transportation will depart promptly at 5:30 p.m. from the Watertown Hotel. Don’t forget to register for this special night out!