Wednesday, November 4th: Schedule and Session Signup

All times are Pacific Time.  If you’re a member of an institution that’s registered for the PNW Engage Conference, use this page to RSVP for the sessions you’d like to attend.  You must use your institution credentials (email address, etc.) to be approved and checked in.   Note that recordings for all sessions will be available after the conference.  Do not register for more than one session scheduled at the same time.  You’ll receive an email confirmation with joining instructions for each session.


1:00-1:45 p.m.

Opening Plenary Session:
Be Mindful:  All The Sessions You Don’t Want To Miss…
Welcome, Introductions and Conference Highlights
Margaret Neitzel, Bob Burdenski and John Taylor, Conference Tri-Chairs
with a special welcome from Seattle University Vice President for Advancement Michael Podlin
RSVP for this session.

Conference Host and Co-Chair Margaret Neitzel from Seattle University will join CASE Laureates, Crystal Apple teachers, authors, listserv moderators, and general fundraising curmudgeons Bob Burdenski and John Taylor to launch the 2020 Pacific Northwest Engage Conference with a festive welcome and a rapid-fire rundown of their favorite advancement services and annual giving conference sessions and speakers to follow. Often in sync, lovingly in conflict,  and always working in support of philanthropic goals, annual giving and advancement services offices play a critical role in advancement success.  Join Bob and John as they provide a preview of the great conference sessions to come.


2:00-3:15 p.m.

Lead-Generation in Digital Marketing: What Is It? And Why You Need It!
Brittany N. Shaff, bCRE, University of Miami
Watch a preview of this session!
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Today, more than ever, higher education professionals need to rely on digital tools to target individuals and convert them from inactive or passive constituents to active and engaged supporters. This session will highlight how to use search engine and social media marketing, as well as digital listening tools to identify individuals who want to be engaged with your brand. This session will also highlight, once identified, methods on how to convert and measure when individuals transition from passive constituents to active engagers and philanthropic supporters.

Engagement and Philanthropy: Trends, Measurement, Good Practice
Ann Kaplan and Jenny Cooke Smith, CASE
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What do we know about giving to education institutions in times of economic contraction? Since engagement precedes philanthropy, how do we measure alumni engagement? What do experienced practitioners have to say about navigating financial uncertainty and adapting virtual programming and engagement opportunities during the pandemic? Ann and Jenny will summarize historical giving trends and introduce CASE’s new alumni engagement metrics study, along with global results from CASE members as they shifted all events and volunteer engagement to digital. They will also present excerpts from Interviews with practitioners at member institutions to glean insight into principles of good practice.

Alumni EngagementWhere To From Here?
Andrea Sanders , Seattle Country Day School and Brisen Brady, The Overlake School
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Interested in growing and enhancing alumni engagement? Learn about innovative ways to strengthen alumni relations, both before the pandemic and now during these unprecedented times. Director of Advancement at Seattle Country Day School, Andrea Sanders, and Director of Development at The Overlake School, Brisen Brady, will cover everything from their trials and tribulations this spring as they pivoted to virtual alum programs, to their experiences and plans for rethinking communications, events, social media strategies and surveys, partnerships with one’s alumni council/board, and new opportunities the future may hold. With time for dialogue, interactive discussions, and Q&A, it’s guaranteed to be an engaging, informative, and inspiring session, with key takeaways for your educational institution.


3:30-4:45 p.m.

Student Today, Alumni Tomorrow: Building and Sustaining a Culture of Philanthropy to Inspire Alumni Participation
Ali Bessee, Seattle University and Priscilla McGraw, University of Washington
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What motivates alumni to give back to their alma mater? Research suggests that just one factor to inspiring alumni participation is connected to an established culture of student philanthropy. From advancement-sponsored student philanthropy clubs and organizations to class giving campaigns to young alumni cultivation strategies, we’ll explore how a culture of philanthropy and giving back in alumni starts with students first.

A Digital Transformation in Advancement Services
Maureen Procopio, University of Oregon, Moderator with Ellen Whitlock Baker, UW Alumni Association, Rick Ericson, Holt International Children’s Services, Eric Howell, University of Colorado, Nohe Ka, Fred Hutchinson Cancer Research Center, and Mark Koenig, Oregon State University Foundation
Watch a preview of this session!
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Digital transformation in advancement organizations does not occur on a continuum. Rather it happens at various places in a matrix of teams and expertise. This panel of diverse experiences aims to highlight that no matter where an organization is in their vision for a digital transformation, there are many starting points and great rewards for those who jump on board. Moderated by Maureen Procopio, the panelists hale from various non-profits in the fields of advancement technology and innovation, gift services, alumni engagement, and marketing and development. Together, these leaders will share experiences, success and challenges encompassing:
• CRM and the organizational impact (services, systems, culture),
• Workflow and communication, and
• The shift to digital donor engagement

An Independent School Fundraising Forum
Laura Rose, Charles Wright Academy
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Join Laura for an independent-school and smaller-institution-focused discussion on fundraising topics, including:
— Community engagement during the pandemic;
— Conversations with community members during election season;
— Fundraising events for spring;
— Parent relations and soliciting our constituent audiences;
… and any or all other questions and topics welcome, too. And if you’re not from an independent school but want to hear what they’re up to, you’re welcome, too!