Registration must be completed online.

Breakout Sessions

Scheduled Speakers

2016 UNC System Advancement Symposium

Winston-Salem State University

May 16 & 17, 2016


Monday, May 16, 2016

Reaves Student Activities Center/Thompson Student Services

1:00pm-3:00pm-Registration Table (Online registration to begin on April 11, 2016)

  • Hospitality desk
  • Bulletin board/Job postings
  • Dinner on your own - sign up for dinner at suggested locations (not a requirement)

3:00pm-4:30pm-Welcome and Plenary

Keynote Speaker: Bruce W. Flessner, principal at Bentz Whaley Flessner

“Our Great Challenge: Are We Ready for the Future"

4:30pm-6:00pm- Social at DJR Student Center Courtyard

6:00 – until – Entertainment and dinner on your own

6:00pm-8:00pm – Advancement Vice Chancellors’ Dinner at The Diggs Gallery

Tuesday, May 17, 2016

Reaves Student Activities Center/Thompson Student Services

7:00am-8:00am Registration and Continental Breakfast

8:00am – 8:15am-Welcome by WSSU Chancellor Elwood Robinson, Timothy Minor and Michelle Cook (Michelle and Timothy to discuss logistics of the day)

8:15am – 9:00am-Keynote Speaker: UNC President Margaret Spellings and UNC Board of Governors Chair, W. Louis Bissette, Jr.


9:15am – 10:15am – Breakout Sessions

  1. “Making Meaning of Metrics” for Major Gift Officers
    Presenter:  Dr. Holly Chatham
  2. Standardized Best Practices for Planned Gift Officers
    Presenters:  Elizabeth Ayers, Greg Abeyounis and Geoff Graham
  3. Becoming a 21st Century Advancement Shop-The Data Advantage
    Presenter:  Will Spivey
  4. Foundation Support for Higher Education
    Presenters:  Dan Gerlach, Juan Austin and Tom Lambeth, Facilitator
  5. Communications During A Campaign
    Presenters:  Mary Elizabeth Entwistle and Tonya Taylor

10:30am – 11:30am – Breakout Sessions

  1. Blended Gifts for Major Gift Offices and Planned Giving Officers for Maximum Donor/Campaign Impact
    Presenter:  Cynthia Butler
  2. Making Meaning of Metrics for Advancement Leadership/Executives
    Presenter:  Dr. Holly Chatham
  3. Roundtable: Data Management Best Practices
    Moderated by:  Rachael Walker
  4. Building Cross-Campus Collaboration in Support of Student Success
    Presenters:  Dr. Corey D.B. Walker and LaMonica Sloan
  5. Boosting Alumni Participation-What’s Working and What’s Not
    Presenters:  Carletta Simmons, Patrick Setzer, Kimberly Reese, Greg Hairston, Brandi Brooks Davis, Jenny Jones and Shayne Long 
    Moderated by:  Missy Kennedy

11:30am – 1:00 – Lunch and Round Table Discussions

1:15pm – 2:15pm – Strategic Career Management – Amy Bronson, Boston University

2:30pm – 3:30pm –                  

  • Topic 1:  Strategic Talent Management – Amy Bronson
  • Topic 2:  Culture of Philanthropy

3:30pm – Adjourn


2016 UNC System Advancement Symposium Breakout Session Topics

Key:  AG=Annual Giving; Leadership Development Officer; AR=Alumni Relations; AS=Advancement Services; CF=Corporate & Foundation Relations; CO=Communications; GP= Gift Planning; MG=Major Gifts

Major Gifts/Regional Programs/Planned Giving:

Target Audiences:  AS, MG

Making Meaning of Metrics” for Major Gift Officers: this session led by the Education Advisory Board Survey will discuss research from their recent 60-page report that takes an in depth look at metrics for MGO teams with examples of how to utilize these measurements most effectively.  Captured within this presentation will be topics that help major gift staff use these metrics in a manner that drives their daily work, improves donor relationships and outcomes and helps Major Gift Teams focus their time on the things that make the largest impact for their institutions.  Presenter Dr. Holly Chatham-Education Advisory [Major Gift Track]


Target Audiences: LDO, GP

Standardized Best Practices for Planned Gift Officers: this session will cover the hot national topics of how to set effective Annual Goals & Objectives for your planned gift program that include contact rates/advisor contacts/phone and e-mail gift documentation as well as look at the topic of the importance effective Gift Acceptance and Testamentary Gift Processing Policy and Procedures (Panel discussion:  Elizabeth Ayers (National PPP Board), Greg Abeyounis and Geoff Graham presentation & Q&A). [Planned Giving Track]


Target Audiences: LDO, GP

Blended Gifts for MGO and PG officers for Maximum Donor/Campaign Impact:  this session will discuss the important donor centered approach and the dynamic of collaboration between major gifts and planned gift officers. Explore the triple ask and the opportunity to combine gifts for greater donor impact. Presenter, Cynthia Butler


Target Audiences: LDO, MG, AG, GP

 Making Meaning of Metrics for Advancement Leadership/Executives: this session will discuss global metrics as it relates to the leadership team, campaign/fiscal year planning and analysis of efficiency of donor pipeline and movement.  What is most effective for leadership teams must motivate with metrics as an incentive for increased performance as an organization.  (Presenter, Dr. Holly Chatham-Education Advisory Board) [VC/Leadership Level/Management Level Track] 




Advancement Services/Data Analytics:


Target Audiences: AS, LDO, AG

Becoming a 21st Century Advancement Shop – The Data Advantage:

 Big data, big data, big data!  Every day we read about big data, but the path forward can certainly start small.  In this session you’ll learn about simple tools, techniques and strategies that you can begin using immediately to improve your results.  Leveraging data is a process, not a project.  In this session we’ll discuss the following:  What are basic segmentation strategies to consider?  What type of data should you be capturing?  What type of data is actionable and what isn’t?  How does one put variable data into action?  


So, if you sometimes feel overwhelmed by “big data” join us to learn practical, applicable and simple steps you can take today to start getting more out of your data and drive results. This is being led by: Will Spivey


Target Audiences : AS, LDO

Roundtable: Data Management Best Practices:

 If the term “data hygiene” conjures up images of giving your Raiser’s Edge database a bath, this session is for you! Join colleagues from across the UNC system for a moderated discussion about best practices in data management. Share your success stories, vendor recommendations, tips and tricks with colleagues. Discuss thorny data management issues, ask questions, or just sit back and listen as we pool the collective knowledge of the UNC system.

Moderated by Rachael Dietrich Walker, UNC General Administration


Alumni Relations/Annual Giving:


Target Audiences: AG, LDO, AS

Boosting alumni participation - what's working and what's not:

Learn how current trends in annual giving, including strong partnerships with alumni relations, can help boost results at your own institution. Our experienced panel of annual giving and alumni relations professionals will share their success stories with launching crowdfunding, working with young alumni councils and breaking down silos between departments. With representation from each type of institution in our system, you'll have the opportunity to ask questions and take away strategies that you can implement on your own campus.


Presenters: Carletta Simmons; Director of Annual Giving at NC A&T, Patrick Setzer; Executive Director of Alumni Affairs & Annual Giving at Appalachian State, Kimberly Reese; Director of Annual Fund and Greg Hairston; Director of Alumni Relations at Winston Salem State University, Brandi Brooks Davis; Associate Director of Annual Giving, Young Alumni Programs at UNC-Chapel Hill, Jenny Jones; Executive Director of Alumni Affairs and Shayna Long; Assistant Director of Annual Giving at UNC-Charlotte.  Moderated by Missy Kennedy; Director of Annual Giving at UNC-Wilmington



Communications/Social Media:


Target Audiences: LDO, AG, MG, CF, CO

Communications During a Campaign:

A strong communications strategy and well-executed plan will be essential to the success of your university's campaign. With so many other worries that go into planning a campaign, however, it can be overwhelming to add communications to the list. Before any fundraising can even begin, your campaign needs a theme or core message that will drive donor engagement and focus all communications efforts through each phase of the campaign. Learn how to show your university in its best light and highlight successes at key points in the campaign to maximize alumni and donor engagement and reach. Rather than having your communications model be one more thing to worry about during a campaign, let it be a tool and asset to propel you to success. 


Mary Elizabeth Entwistle, Development Communications Specialist at The Gift Development Group, has experience working in campaign communications at UNC schools and non-profit organizations. 


Tonya Taylor, Principal at The Gift Development Group, has more than 20 years of philanthropy and campaign counsel experience, and has worked with UNC schools and other higher education institutions as well as healthcare and non-profit organizations on successful campaign projects. 



Corporate/Foundation Relation:


Target AudienceCF, MG, AS, LDO

Building Cross-campus Collaborations in Support of Student Success:

Corporate Relations offices, tasked with bringing in dollars to support institutional priorities, can lose sight of the strategic relationships that lead to philanthropic investments from corporate partners.

Join us for a behind the scenes look at how the Corporate and Foundation Relations team, Academic Affairs and the Office of Career Development Services at Winston-Salem State University are working with a Fortune 500 corporate partner to build a robust, multi-faceted approach to support the university’s student success strategies.


Presenters:  Nathan Harlan, Director of Corporate and Foundation Relations, WSSU; Dr. Corey D.B. Walker, Dean of the College. WSSU; LaMonica Sloan, Director of Career Development Services, WSSU; Corporate participants TBD. 


Target AudienceCF, AS, MG , LDO  

Foundation Support for Higher Education

We invite you to join a panel of experts for this in-depth look at the current landscape of foundation support for higher education.  Discussion topics will include:

  • Understanding the landscape
  • The current shift from supporting institutions to solving problems
  • Using key performance indicators (KPIs) and metrics to strengthen your case for support


The conversation will be facilitated by Tom Lambeth, senior fellow and former executive director of Z. Smith Reynolds Foundation.  From 1965 to 1969, Tom was an administrator at the Smith Richardson Foundation in Greensboro. Tom is a former Board member of the University of North Carolina at Chapel Hill, Winston-Salem State University, the Public School Forum of North Carolina, the NC Rural Economic Development Center and the Hunt Institute for Educational Leadership.


  • Dan Gerlach, National Foundation Representative
  • Juan Austin, Corporate Foundation Representative
  • Tom Lambreth, Facilitator



Strategic Career Management:


Target Audience: All

Strategic Talent Management Session I: 

“Building and Sustaining High Performance Teams: A Management Model for Success”

Who should attend:  Any advancement professional who manages a team of one or more people.


Managing a team of development staff in today’s competitive environment is no easy feat, especially given the national talent war in our field and the challenges we face in managing everything from our limited resources to staff turnover to multiple generations in the workplace.  In this workshop, designed for those who manage an advancement team of any size, we’ll look at ways to source the best talent, engage, develop and deploy that talent, and learn proven talent management strategies from other shops and current research to apply to your own situation.  Please come prepared to participate in a hands on, workshop format discussion to help you become a more effective manager who attracts, retains and grows their staff. 



Target Audience: All

Strategic Talent Management Session II:

“Managing your Advancement Career”

Who should attend:  Any advancement professional who wants to advance their career.


Although there are those who find the perfect role in our field through ‘happy accident” today’s dynamic and changing industry demands that you know how to assess and leverage your strengths to manage your own path to career success.  Whether you are new to the advancement field or an experienced practitioner, your career plan should be deliberate and strategic and align with your goals.  In this workshop session, we’ll learn how to inventory skills, build and market our personal brand, take a critical look at opportunities for success, and manage up, down and sideways in our organizations to ensure our next move is the right move at the right time.