Do those numbers go up fast? It's like a slot machine. Alright, Heidi, I think we're ready to go. Great. Well, welcome everybody to the official launch of the Summer Institute for Educational Fundraising. We are so excited to get this fund adventure going. I'm Heidi. Hanson McCrory. I'm the Vice President for Development at Ferman University in Greenville, South Carolina. And I have the incredible privilege of chairing the Summer Institute and being with the best faculty in the world, which you're going to get to see next week for all of you joining us. Thanks so much for being on the call today to get this started. Just a couple of rules of engagement for today. It's probably just a, you probably heard this a million times right over the last 3 years but if you would please for this next 45 min or an hour could you just put yourself on muted unless you're talking and engaging. If you would please, particularly as we go into our advising sessions, put your video on if you can, if you will. We actually really want to see you. We don't care if it's a bad hair day or you're working from home in here sweats. That's all good. We'd really rather see your shining, wonderful faces. Do I identify yourself? With your name because that will help us and it goes without saying B courteous. So we're thrilled to get today started. The first thing we're going to do is let this amazing first-class faculty do a quick introduction of themselves to all of you. So again, you know who I am. I'm Heidi. I've been at Ferman now for 5 years and I've asked the faculty to all share all also a quick piece of advice for you so I will do that as well. And I will tell you that next week there are 3 and a half days that are devoted totally and solely to your professional development and to you. Don't miss a moment of it. And with that, I'll toss it to the rest of this great faculty and let them introduce themselves. Hopefully our mean has joined us. If not, we'll keep moving on and then we'll come back to him. Marine, are you there? I think we're still missing our mean if you wanna go to the next. Alright, thanks Heidi. I'm Skylar Bieber and I'm the Assistant Director of Advancement at the Lawrenceville School and I've been here almost 5 years. And my advice to all of you is ask all of your questions. You're gonna have lots of opportunity to engage with faculty. In elected sessions and in your advisory group. And now is the time to ask those wording questions that you don't want to ask your boss. So bring them all. Hi everyone, I'm Michelle Blake Moore from, University of California in Berkeley and I'm really excited to. Meet you all, today and next week. I have been at UC Berkeley for almost 30 years. And I, have been a part of this program for 4 years now. And my advice is to try to meet as many people from. As many different institutions as you can. And also to come prepared. Similar to, to what Spyler mentioned, come prepared with questions, that you would like to ask. This amazing group of faculty. Thank you. Hello everyone, I'm Chris Clarke Associate Vice President for Campaigns at Duke University. I actually was sitting in your seats in 1,996. So I also attended the Summer Institute when I was first getting started in this profession. I think the advice I would give to you as a sixty-year member of the faculty is for you to step outside of your area of expertise or focus. So if you're an annual fund person, I really encourage you to step outside of your area of expertise or focus so if you're an annual fund person I really encourage you to look into you know major gifts or campaigns or even think about how do you start to build your own leadership practice. So be curious and adventurous in terms of the content. Hello, I'm Chris Jackson. I'm the chief advancement officer at the Northfield Mount Hermann School in beautiful Gill, Massachusetts, which is just south of the Vermont border. I've been on the faculty for Safer for 11 years along with Heidi and my advice would be to listen to all of my colleagues because they've stolen everything I was gonna say. And I guess I'd add to that meet as many people as you can as well because many people are apt to be in your life from now on. Hello everybody. I am Lacey Larue. I am the Assistant Vice President for Advancement Strategies and Technology Innovation at the University of Oregon. I've been at the University of Oregon for almost 7 years and I've also been involved with CFER for 7 years as well. I'm very excited to meet everyone next week. My colleagues have taken some of the best advice. Kind of the drawback of being in the middle, but what I will say is. Come this week curious as Chris said. Make wonderful connections and really utilize the advisee group time for those more intimate or smaller conversations to get deeper into subjects that you're interested in. Hi, all. My name is Carl Miller Lugo. I'm vice president for advancement at alumni engagement at the University of Texas at San Antonio. Oh I've been here, almost 4 years and this is my, second time with C for my first time in person. So I'm very excited about that. One quick piece of advice would be to, you're gonna have a lot of information coming at you every day. So take some time at the end of each day to just kind of. Distill what you've heard, take down your notes and then that way yes you can use your advising sessions. To really get at the content that's that's most important to you or that you have the most questions about. Hello everyone, my name is Jim Pyatt. I have the privilege of serving as senior vice president for university advancement and external affairs at Elon University in North Carolina. I am in my sixteenth year. At Elon. And I won't say how many years in the work. But it's longer than that. And it's my second year on the C for faculty. So like Carl, I'm a sophomore. I'm really looking forward to being with you all next week. And if there's one piece of advice I might share and this is advice I'm giving myself. Let's all just imagine what it might be like to actually take our mobile devices and put them someplace where we may not be distracted as many times as we can. I know it's impossible to put them away for good. But I'm going to challenge myself to do that next week and I'm gonna ask you to do the same. Thanks. Thanks, Jim. And it looks like I don't think we have our mean joining us, but if he does pop back in, we will, we will get him, to introduce himself. Hi everyone, my name is Kristy Antonievich. I'm the Director of Education Programs at Case and I am one of the case staff members will be joining you in Madison. Next week. I have been with Case. It'll be 9 years in October and I've worked on a couple of different summer institutes and I'm just really excited to be with all of you for educational fundraising. I have a few things that I'd like to run through to help you have as seamless of an experience in advance of arriving in Madison as well as a wonderful experience when you get there. So the first piece I want to share as you can see on the screen right now is our conference community. You'll probably been direct to here a few times and you will find this to be a very valuable resource both in advance of your arrival while you're in Madison and especially when you get home. This is a discussion board. It is a resource library. It's also a place where all the attendee information is shared. You can see that along the top of the tabs there. On this community home, you'll see the most recent discussion posts. On the discussion tab right next to it, you'll be able to see a place where you can post and please do use this as an opportunity for you to connect with the faculty as well as fellow participants. As especially when you get home, this, this community remains open for 6 months after the summer institute closes and there's gonna be a lot of things you're gonna be thinking of and thank goodness you have 315 people to, crowdsource your questions or ideas with. The next piece that is in that I really, if you take nothing away from this online session, I want you to be aware of where the community library is. You'll see here that it is a place where we are going to be posting materials that we want you to review. The most important of these currently posted is we have a PDF of the program. We also have the most current list of attendees as we have your cohort assignments as a spreadsheet and some onsite resource wrapping in Madison and then you'll see under that day one day 2 day 3 and then you'll see under that day one day 2 day 3 and day 4 resources and that is where the faculty and day 4 resources and that is where the faculty is going to post PDF copies of their presentations. And that is where the faculty is going to post PDF copies of their presentations, and that is where the faculty is going to post PDF copies of their presentations, any handouts, other materials. It's also a place where you all think of resources that you would like to share on a particular topic. Please, you have the, the capability to post in here. And then along the bottom, which you can't see in this screenshot, there are some case library resources. You may not be aware, but case has 4 live human librarians who, collect sample collections and, And, last but not least, we have a members tab. It is a searchable database and you can see every person who is registered for the institute you'll be able to connect with them, via this network as well. And again, this resource remains available for 6 months after we institute. This is the next. Important piece that we wanted to make sure you are aware of. If you're here, this means that we wanted to make sure you are aware of. If you're here, this means that you accessed our learning management system. In addition, the live course was here, interdisciplinary course that we are asking all attendees to to complete prior to your arrival in Madison. It should take you only about 30 to 45 min and you would have received an email about this on July eleventh from Lauren at Case. Dot org. If you have any issues accessing this, please do reach out. There'll be an email address that I'll share at the end of this PowerPoint and you can connect with us there. But this is again a place for you to get with us there. But this is again a place for you to get a sense of all the aspects of advancement prior to And this is what it will look like when you click in to enter the course just so you can see that. I do have a couple things as Heidi shared, in, we have some rules for engagement for this online session, but in the advice of faculty shared as well, we just want to remind you that this is a fantastic experience and it is an in-person experience and while we recognize that your phones and your and your email and things are going to be coming at you while you're there. We really strongly encourage you to be present. To actively participate, to listen with an open mind. And it's important to listen, to ask your questions and above all to be respectful to each other as well as the faculty leadership. So I just want to mention that. And while you're there, we would love for you to share your experience. And here is our hashtag. You can post those in LinkedIn. You can post those on Twitter, Instagram, whatever. Social media is your favorite or all of them. So we get a lot of questions about this experience because it is a unique case experience. This is, a summer institute and some people call this case camp and we don't disagree that it is it is a professional case camp. So we wanna reiterate that casual dress is appropriate. We are not lying to you when we say casual dress is appropriate. It is going to, it is summer is going to be warm and you are going to be walking. So please prepare yourself for that. Wearing as comfortable shoes, as you will need. There is, obviously there'll be air conditioning. So just keep that in mind. In the summers we all know we roast when we're outside and we are chilly when we're inside so please be prepared for for layers. And again, it is, we are going to be walking between buildings on a college campus. So during whatever rain gear you prefer, whether it's a raincoat or umbrella or a combination of both. I know when I do my hair in the morning, I like to protect it in all different ways, so I'll probably be bringing both. And then also we have the, we're gonna be, highlighting an opportunity for, you to share your school spirit or show your school spirit while you're on site, on Wednesday. So please do bring something either that reflects your institution or is your colors so that we can ensure that you are. I just wanna make sure that everyone is aware about registration. It is going to be hosted and it's gonna be held in the Granger school business. The address is here. It is from 11 am to 1 45 pm that is the local time in Mads and Wisconsin so that is central daylight time. You'll check in at the registration desk and, lunch will be provided as well. And that is gonna be pizza and salad. And then where the first session, it's an all-institute session. It's actually in a different building than the registration area. So we are gonna recommend that you give yourself a few minutes to walk over to the Shannon to Shannon Hall, which is in the memorial union. There will be case staff there as well as signage but again just make sure that you are thinking that it's in the same building where registration is gonna be. And these are again some important, addresses that we wanna ensure that you all are aware of. Again, you'll, you'll receive, you'll see a copy of this recording as well as these slides. I won't go through them, but just know that these are some important places on campus that you'll Wow. And then we have, we do have some special events plan for you. We have an opening reception for all institute faculty, all institute participants. So you get a chance to meet people not just in educational fundraising but in our other institutes which are alumni relations advancement services and communications and marketing. That'll be at the Capitol Brewery on Monday from 6 to 8 pm. Again, all times listed are local Madison times. And the closing reception, which is a very fun, opportunity for, is gonna be at the, at the Oh, sorry, Momona Terrace. I apologize. I have some Disney, nieces and nephews, so I default there. And it's going to, there's going to be live music at this closing reception, then we do recommend, and again, it's a celebration. So you may want to pack something a little dressier for that and be prepared because again live music there will be some dancing so we hope that you are ready for that. And then, if you think of any additional questions or things that we were not, able to resolve for you, please reach out to, case support at our conferences@case.org. And do be on the lookout for a final logistics email that will come from a member of the case staff this Friday, July 20 first. The, and, please do visit the conference community. We have some know before you go resources and additional information about what I've shared here. So hopefully this will give you a little bit more comfort and a little bit of understanding about how your experience is going to be in Madison. And with that, I'm gonna hand off back to Heidi for us to talk about the advisory group. And, have the opportunity now for you to, after Heidi goes through this to meet with each other and get to meet some of your Great. Thanks, Christy. So one of the really most valuable pieces of next week. We think and we think you'll feel the same way once you've lived through this experience is the advising group discussions and sessions. That's a smaller group. They'll be about 30 or 35 of you with each faculty member and it's really our chance to review what you've seen and heard during the day. It's a chance to just ask what effort questions of the faculty and of your colleagues who are also participating. It's really it's Well, the setting is like a classroom and always feels to me like we're sitting around a living room and comfy furniture just catching up and asking questions and talking about all the stuff that you do and that more relaxed. So in those advisee group sessions, feel free to ask anything as I said, this faculty, these folks are some of the best in our profession. These folks are some of the best in our profession. So they know about annual giving and major gifts. So they know about annual giving and major gifts and stewardship. They know about what to do with and major gifts and stewardship. They know about what to do with a difficult conversation with a colleague or how to balance a budget. Any question you have. His fair game in the advisee session. You know, be ready as you're going through your sessions during the day. What are some of the questions? That's the place to say I have no idea what a lie button is. What are they talking about, right? Because we've all been there. So be prepared. Think a little bit about how to use that time. It's really your time. To help crystallize what you've been hearing. And experience experiencing. And we will also have, we're going to do some specific work in those advisee sessions. One of our favorites is we will all practice at asking someone for money, which is always a great exercise for us all to do. That will be one of the advisee sessions. We'll talk about some ethics in some case studies. They're really just great sessions every single day and we'll cover all kinds of things. Share what you learn, right? If something came out of one of your electives that you're like, oh my gosh, my head just exploded with that information. Share that because some of the folks in your advisory session, they would have been an indifferent collective and may not have been privy to that information. The other thing I would add is what we're gonna ask and we will remind you this. When we're in Madison again. Please don't record anything next week. We know all love TikTok and Instagram and all those things, but we're gonna be very open with you next week. But we're gonna be very open with you next week. We're gonna ask you to be open with us. If we start feeling like they are recorders going on, we're gonna be less likely to actually maybe share what we actually think about something or how we deal with something in our institution. So it's Vegas for C for what happens and Madison when he first stays in Madison was safer. So we ask that you respect that. Come, be vulnerable, open, and we will make great use of those advisee sessions. And I will tell you there are advising groups who continue to meet for virtual happy hours long after CFER is over. So it's a really special part of our experience. So I think what we want to do now, Christy, if you're still there is go ahead and move into our advising groups. I did get a text from our mean he was in a donor meeting that was running long we all know how that goes you can't just run away from a donor meeting. I am here. I'm here. Hopefully he's here or on his way and we'll be able to Very good. Oh great. Hi Armene. So, so, yes, I'm ready to open those rooms just so everybody knows if any of you signed in with a different email than what you registered with, which is quite a few of you. You won't be automatically sorted, but if you know your covert, you should be able to find that in the breakout room list and sort yourself in and Christy and I will be on hand as well to help you. So I'm gonna go ahead and open those now. And Arm and I will assign you over to your room as well.

online meeting

Summer Institute for Educational Fundraising

Heidi Hanson McCrory

faculty members

fundraising

advisory group discussions