Advancement Education Week 2019

Welcome to Advancement Education Week, a weeklong virtual experience featuring key industry topics, peer-to-peer insights and leading approaches to power the future of institutional advancement.

Throughout the week, we’ll feature industry speakers and customer presentations to address the challenges associated with complex gift giving, donor prospecting and constituent relationship management.

Session details

Monday, August 19

Top Trends Facing Higher Education Advancement

Monday, August 19 — 2:30 p.m. ET / 11:30 a.m. PT
Amid tremendous shifts in student and alumni demographics, the ways people give, and the ways people think about giving, there are numerous opportunities for higher education advancement to adapt, evolve, and outperform. Join Beth Brenner, Associate Vice President for Advancement and Jenny Jones, Ellucian’s Institutional Advancement Strategist, to learn more about some of the biggest challenges facing leaders in higher education fundraising today and some advice on how to address them.

Target audience: Executive leadership, Functional

Tuesday, August 20

Visualize This! Turning Your Engagement Data Into Action

Tuesday, August 20 — 11:00 a.m. ET / 8:00 a.m. PT
Engagement scoring can be elusive. The criteria you use and the way you measure success can determine the impact that scoring has on adjusting outreach channels and communication among your key constituencies. Join Miami University for tips on how they view scoring on commitments, events and volunteering, using scores to inform communication and event strategy. Miami will share how they leverage these analytics for strategic decision making, developing new data visualizations, measuring outcomes, and taking action.

Target audience: Functional

Redefining Data Governance Partnerships Across Campus

Tuesday, August 20 — 1:00 p.m. ET / 10:00 a.m. PT
Whether you’re embarking on a system migration or simply looking to improve your constituent outreach, data integrity, strong governance models, and institutional partnerships play key roles in enabling scalable, successful, long-term engagement strategies. Join Yeshiva University on their journey to realign team responsibilities, analyze business processes, facilitate change management conversations, and build institutional partnerships for a solid data governance model that benefits advancement operations and the institution.

Target audience: Functional, Technical

Data-Driven Fundraising: The Future of Engagement

Tuesday, August 20 — 2:30 p.m. ET / 11:30 a.m. PT
You have a ton of data at your fingertips. How do you efficiently aggregate, segment, and view this information to drive better engagement with your constituents? Hear how the University of Idaho is building data-driven fundraising models within Ellucian CRM Advance using reporting, engagement scoring, event metrics, and more.

Target audience: Functional

Wednesday, August 21

Tech Talk: Microsoft Dynamics and Integrations

Wednesday, August 21 — 11:00 a.m. ET / 8:00 a.m. PT
Join our Tech Talk to gain deeper insight into how the Microsoft Dynamics platform provides your team with ease of use, familiarity of features, and the configurability on top of Ellucian CRM Advance that you need for your unique operations. You’ll also learn more about our partner network and how integrations can extend the value of your advancement operations even further.

Target audience: Technical

Engaging Today’s Constituents With CRM Advance

Wednesday, August 21 — 1:00 p.m. ET / 10:00 a.m. PT
Knowing where and how your constituents prefer to be reached is just half the battle when it comes to effective engagement. For agile interaction, multiple channels, tactics, and workflows need to be designed based on those constituent preferences. Join us for a deep dive into Ellucian CRM Advance functionality across multiple platforms, through personalized communications, with intuitive giving experiences and streamlined workflows to make your team’s outreach more efficient.

Target audience: Functional

Ellucian CRM Advance Overview (90 minutes)

Wednesday, August 21 — 2:30 p.m. ET / 11:30 a.m. PT
CRM isn’t just a technology—it's also a business mindset and a philosophy about how to use tools to drive ROI, and what types of tools you should provide to front-line fundraisers, prospect researchers, and gift-entry operators. As constituent expectations have evolved, CRM is also about having optimized workflows and processes in place so you can advance your operations and business framework to really drive results. Join this special 90-minute session for a closer look at how innovations with Ellucian CRM Advance are transforming and empowering the future of institutional advancement.

Target audience: All

Thursday, August 22

The Migration to Ellucian CRM Advance (Ellucian Advance / Advance Web)

Thursday, August 22 — 11:00 a.m. ET / 8:00 a.m. PT
Hear from Princeton University about their migration journey—from signing the contract for Ellucian CRM Advance to data migration, integrations, third-party exploration, and understanding a new data landscape. Their team will share their challenges, approaches, lessons learned, and insights on where they’re headed next.

Target audience: Functional, Technical

Developing a Collaborative Grants and Advancement Strategic Plan

Thursday, August 22 — 2:30 p.m. ET / 11:30 a.m. PT
It makes sense to diversify revenue streams by pursuing external project funding that’s aligned with institutional goals. Too often, though, we waste time chasing funding that isn’t aligned with those priorities. Join Ellucian’s Grant Services team as we discuss how to develop a collaborative strategic plan for your sponsored programs office and advancement, ensuring alignment with your institution’s mission and clearly defined channels of communication across service and support offices.

Target audience: Executive leadership

Friday, August 23

The Migration to Ellucian CRM Advance (Banner Advancement)

Friday, August 23 — 11:00 a.m. ET / 8:00 a.m. PT
Nearly a year into using Ellucian CRM Advance, the University of Alabama at Birmingham will share their migration journey, how they adjusted their processes, how they’re continuing with change management, lessons learned from migration, and where they’re headed next.

Target audience: All

One and Done: Nailing Your Ellucian CRM Advance Migration

Friday, August 23 — 1:00 p.m. ET / 10:00 a.m. PT
Migrating to a new CRM platform is a huge investment that requires a substantial amount of time and resources to be successful. Join us for an overview of the Ellucian CRM Advance migration experience with our dedicated Ellucian Professional Services team. Learn about our scoping processes and how we deliver tailored solutions to meet each institution’s unique operational and data migration needs. Our experienced consultants, with backgrounds in advancement and higher education, can help you nail your Ellucian CRM migration the first time—allowing you to maximize your return on investment and time to value.

Target audience: All

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