2014 Conference Schedule

Sunday, July 13, 2014

12 – 6 p.m.
Empire Hotel Lobby

Registration Open

12 – 4 p.m.
Vans depart from the Empire Hotel

Fordham will offer a service opportunity for JAA conference attendees and Jesuit school alumni with Part Of The Solution, or "POTS", a local community partner and soup kitchen.

Vans will depart from the Empire Hotel at 11:30 a.m. and volunteers will help prepare and serve lunch to guests in the agency's community dining room.

For those interested in changing before the Mass and opening reception, changing rooms will be made available for volunteers in the Lombardi Athletic Center.

Sign up today for this opportunity!

If you have any questions, please contact Tim Dinneen at tdinneen@fordham.edu.

3 – 5:30 p.m.
61st Street and Columbus Avenue
Lincoln Center Campus

Please allow 45 minutes for travel to the Rose Hill campus via Ram Van.

3:15 p.m.
Vans depart from the Empire Hotel

Rose Hill Campus Tour

5 – 6 p.m.
University Church
Rose Hill Campus

Conference Mass

Joseph M. McShane, S.J., President of Fordham University
Patrick Dorsey, S.J., Special Assistant to the Vice President for Advancement at Loyola University Chicago
David C. McCallum, S.J., Director of Mission & Identity and Interim Vice President for Institutional Advancement at Le Moyne College
Msgr. Joseph G. Quinn, Vice President for Mission and Ministry at Fordham University
Frederick Zagone, S.J., Assistant to the Vice President of University Advancement at Marquette University
6 – 8 p.m.
Church Lawn (rain location: Bepler Commons, Faber Hall)
Rose Hill Campus

Welcome Reception

7:15 – 8:30 p.m.
Behind the University Church
Rose Hill Campus

Ram Vans Run Continuously to Lincoln Center

Monday, July 14, 2014

7:15 – 8:45 a.m.
61st Street and Columbus Avenue
Lincoln Center Campus

Ram Vans Run Continuously to Rose Hill

7:45 – 9 a.m.
McGinley Ballroom
Rose Hill Campus

Breakfast with Conference Sponsors

8 a.m. – 5 p.m.
Empire Hotel Lobby

Registration Open

9:15 – 9:30 a.m.
Keating First Auditorium
Rose Hill Campus

Welcome

Joseph M. McShane, S.J., President of Fordham University
9:30 – 10:15 a.m.
Keating First Auditorium
Rose Hill Campus

Opening Keynote: Kindness and the Art of Leadership

William F. Baker, Ph.D., President Emeritus, Thirteen-WNET, and the Claudio Aquaviva, S.J., Distinguished Professor of Education and Journalist in Residence, Fordham University
10:15 – 10:45 a.m.
Mozilo Rotunda, Keating Hall
Rose Hill Campus

Networking Break

Alumni Relations
10:45 – 11:45 a.m.
Keating Hall, Room 121
Rose Hill Campus

Eric Eickhoff, Assistant Director of Alumni Chapter Programs at John Carroll University
Laurie Leiva, Director of Alumni Relations at Loyola University New Orleans
Sara Hunt Muñoz, Associate Director, Regional Programming and Administration at Fordham University

Focus on human resources and touch on empowering volunteers, providing event tool kits and maximizing the time, money, energy the local alumni can give. Second focus will be on financial resources and will touch on ways to save money on events, marketing materials and travel.

Marketing and Communications
10:45 – 11:45 a.m.
Keating Hall, Room 214
Rose Hill Campus

Sharon B. Higgins, Assistant Vice President for Marketing and Communications at Loyola University Maryland
Ellen Ryder, Chief Marketing and Communications Officer at the College of the Holy Cross
Kate Spencer, Assistant Vice President for University Marketing and Communications at Fordham University

How marketing pros from three AJCU member institutions worked collaboratively to develop a unique peer evaluation process and made recommendations to improve existing resources, operations, and organization in the marketing and communications division at the College of the Holy Cross.

Advancement Services
10:45 – 11:45 a.m.
Keating Hall, Room 114
Rose Hill Campus

Amanda Cose, Director of Advancement Gift Services at Marquette University
Julie Nurse, Assistant Director of Gift Services at Marquette University

This presentation offers an opportunity to learn more about the full spectrum of corporate matching gifts. We will cover everything from the basics and history of corporate matching gifts to how we have grown Marquette's matching gift program and increased matching gift revenue over the past five years. We will discuss the various matching gift efforts happening at Marquette. This would be a good session for those who wish to take advantage of matching gift opportunities and learn the basics of this source of free money for an organization.

Development
10:45 – 11:45 a.m.
Keating Hall, Room 104
Rose Hill Campus

Steve Dini, Director of Parent Relations at the University of San Francisco
Nancy Murray, Director of Development for the Sellinger School of Business and Management at Loyola University Maryland

A panel of staff members from Jesuit universities will discuss succeses at their respective institutions in parent development work, including event-driven fundraising. Both annual giving and major gift work will be discussed.

Development
10:45 – 11:45 a.m.
Keating Hall, Room 110
Rose Hill Campus

Tracy Barlok, Vice President for Advancement at the College of the Holy Cross
Philip L. Boroughs, S.J., President of the College of the Holy Cross
Joseph M. McShane, S.J., President of Fordham University
Roger A. Milici, Jr., Vice President, Development and University Relations at Fordham University

Having just completed a half-billion dollar campaign and his 11th year in office, Fordham University President Joseph M. McShane, S.J., joins Rev. Phillip L. Boroughs, S.J., who just completed his second year as president of the College of Holy Cross and has just launched a $400M campaign, together with their vice presidents for advancement, Tracy W. Barlok and Roger A. Milici, Jr., for a discussion of how to optimize the president's role in advancement, with special emphasis on the principle gift process.

12 – 2 p.m.
McGinley Ballroom
Rose Hill Campus

Networking Lunch and Awards

Alumni Relations
2:15 – 3:15 p.m.
Keating Hall, Room 121
Rose Hill Campus

Dan Barnett, Director of Alumni Relations at Loyola University Maryland
Jay Le Roux Dillon, Director of Alumni Engagement at the University of San Francisco

Across the board, college and university graduates are screaming for enhanced career services from their alma mater. But what are career services anyway? Is it job placement? No. Career fairs? Hardly. And LinkedIn is not a catch all.

Join us as we talk through the scope of alumni needs around the professional career self, and the stumbling blocks you'll likely encounter along the way in building a comprehensive career program.

With that in mind, we'll then turn our focus to discussing metrics and benchmarks you can develop to track career success as a measure of alumni engagement.

Marketing and Communications
2:15 – 3:15 p.m.
Keating Hall, Room 214
Rose Hill Campus

Jeff Selingo, Author and Contributing Editor, The Chronicle of Higher Education

The demise of the traditional residential college campus is a popular refrain these days. What will the college of the future look like: how will students learn, what role will technology play, what are the risks and opportunities for traditional campuses?

In the face of predictions that thousands of colleges will close in the coming decade, how can traditional and residential campuses prove their value in a marketplace where students will have many more options.

Advancement Services
2:15 – 3:15 p.m.
Keating Hall, Room 114
Rose Hill Campus

Karin Botto, Executive Director of Organizational Learning and Ignatian Leadership at Saint Joseph's University
Jeannie Murphy, Assistant Vice President of Advancement Services at Saint Joseph's University
Carolyn Vivaldi, Assistant Vice President of Communications and Donor Relations at Saint Joseph's University

The facilitators will describe the significance of and process for understanding core values and how to lead a conversation about shared goals, mission, vision, and purpose. This process included partnering with academic and organizational learning experts to develop the format for the input (pre-retreat planning) sessions and the full-day retreat at which these conversations were held.

Qualitative data was used to articulate and define stakeholder focus and core values to influence the new mission statement, approach to developing shared goals, and ultimately a new unifying name for the division.

The presentation will be visual and interactive and will encourage dialogue about how organizational change can begin to occur through inclusive dialogue and building context around the concept of a shared purpose. How the new mission statement and identification of shared core values are influencing current operations will be described.

Development
2:15 – 3:15 p.m.
Keating Hall, Room 104
Rose Hill Campus

Paul Lanzone, Assistant Vice President of Class Programs and Reunion Campaigns at Georgetown University
Natasha Pedroza, Senior Class Giving Officer at Santa Clara University

Learn how to build a volunteer-centric reunion giving program relative to staff resources at your institution. This presentation will include best practices for recruiting and managing volunteers, mass communication plans, and logistics that have proved successful at the presenting schools.

Development
2:15 – 3:15 p.m.
Keating Hall, Room 110
Rose Hill Campus

Kelem Butts, Acting Director of Charitable Operations at AT&T
Mason Granger, Director of Grants at the Hearst Foundation
Bridget Talone, Clare Boothe Luce Program at The Henry Luce Foundation
Steven Lawrence, Director of Research at the Foundation Center

How are institutional partners looking to engage with universities? What are the trends in higher education corporate and foundation philanthropy? Our esteemed panel will talk about the goals of their own institutions, and what they see happening across the larger community.

Steven Lawrence, director of research at the Foundation Center, will moderate a lively discussion that will help you strategize around your CFR program.

3:15 – 3:45 p.m.
Keating Hall Circle
Rose Hill Campus

Ram Vans Run Continuously to Lincoln Center

3:30 – 4:30 p.m.
Council Room, Cunniffe House
Rose Hill Campus

Exclusive meeting for vice presidents hosted by JAA co-chairs Gary Massa and Megan Gillick.

6 – 7 p.m.
61st Street and Columbus Avenue
Lincoln Center Campus

Ram Vans Run Continuously to P.J. Clarke's

7 – 9 p.m.
P.J. Clarke's on the Hudson

Enjoy an evening reception with your Jesuit advancement colleagues at the outdoor terrace of P.J. Clarke's on the Hudson.

8:30 – 10 p.m.
P.J. Clarke's on the Hudson

Ram Vans Run Continuously to Lincoln Center and NYC Locations

Tuesday, July 15, 2014

7:15 – 8:15 a.m.
Platt Atrium, 140 West
Lincoln Center Campus

Breakfast with Conference Sponsors

7:15 – 9 a.m.
Platt Atrium, 140 West
Lincoln Center Campus

Registration Open

8:30 – 9:30 a.m.
McNally Amphitheater, 140 West
Lincoln Center Campus

Closing Keynote: Philanthropy and its Vital Impact on Education

Mary Higgins Clark, FCLC '79, International Bestselling Author
Mary Bly, Ph.D., Professor of English at Fordham University
9:30 – 9:45 a.m.
Platt Atrium, 140 West
Lincoln Center Campus

Networking Break

Alumni Relations
9:45 – 10:45 a.m.
140 West, Room 203
Lincoln Center Campus

Michelle Bernardin, Associate Director of Development for Women and Philantrophy at Loyola Marymount University
Jake Braithwaite, Alumni Relations Officer for New York City Programming at Fordham University
Michael Trerotola, Assistant Director of Special Events at Fordham University

Jesuit Universities have rich athletic histories. Students and alumni across generations have built bonds over touchdowns, baskets, and goals that live on collective memory. But St. Ignatius put a great weight on the value of the arts in the life of a Jesuit university. The Society's first schools were rich in the arts. Today, we remain distinct for our emphasis on the value of a well-rounded, liberal arts education.

It makes sense that this love of culture would extend past the point of graduation. Identifying notable cultural pieces and filtering them through a University prism can create an impactful experience for alumni, parents, and friends of the school. Donors remember these programs as positive interactions with your university, reminding them that the humanities require lifelong engagement.

The alumni and faculty of Fordham University and Loyola Marymount University proudly boasts a wealth of artistic talent and intellectual expertise. At Fordham, Mike and Jake effectively transformed a repetitive program by engaging alumni and faculty to share their expertise of cultural institutions throughout NYC. At LMU, Michelle took over successfully maintaining a rigorous Southern California program and, with the input of a small task force, created a flourishing regional branch in New York, and soon in Arizona.

Marketing and Communications
9:45 – 10:45 a.m.
140 West, Room 302
Lincoln Center Campus

Peter Pochna, Senior Vice President at Rubenstein Associates

Institutions need to be prepared to move fast when a PR crisis emerges. A slow and inappropriate reaction can cause severe reputational damage in today's unforgiving media environment.

This presentation addresses how to establish a crisis communications plan that will help produce quick and strategic responses to a range of potential problems.

Advancement Services
9:45 – 10:45 a.m.
140 West, Room 204
Lincoln Center Campus

Kristina Dzwonczyk, Director of Donor Relations at Fordham University
Nicholas Monteleone, Associate Director of Donor Relations at Fordham University
Robert Smith, Executive Director of Development for Stewardship and Donor Relations at Fordham University

Donors find great resonance through gifts to scholarships. Students who are the beneficiaries of those investments provide tangible evidence of the value of those investments. The session will explore strategies for involving students in outreach to donors, and look at ways to encourage a culture of philanthropy among students.

Development
9:45 – 10:45 a.m.
140 West, Room 211
Lincoln Center Campus

Ron Brown, Senior Director of Gift Planning and Major Gifts at Fordham University

The best available data on the experience of charities issuing gift annuities was published in April 2014 by the American Council on Gift Annuities.

There are eye-opening discoveries about the effects of the Great Recession:

  • How much of an original gift remained for use by charities upon termination?
  • Are gift annuities still popular among donors and advisors?
  • Are charities changing their policies on minimum ages, asset allocation, and reinsurance?
  • And how do gift annuities affect Annual Giving and bequests?

You will take away valuable data to inform your marketing, justify your budget, and improve your gift administration.

Development
9:45 – 10:45 a.m.
140 West, Room 205
Lincoln Center Campus

Rita Arthur, R.S.H.M., Trustee at Loyola Marymount University
Stephen A. Hamill, Trustee at the University of San Francisco
Gail Webre Jock, Trustee at Loyola University New Orleans
Sylvester McClearn, Trustee at Fordham University
Peter Wilch, Vice President for Development at the University of San Francisco

Trustees from Loyola Marymount University, Loyola University New Orleans, and the University of San Francisco will discuss their experience of advancements offices. What success have they seen? What challenges have they seen? What leads to a board fully engaged in the work of development? Peter Wilch, vice president for development at the University of San Francisco, will lead the discussion and welcome questions from the audience.

10:45 – 11 a.m.
Platt Atrium, 140 West
Lincoln Center Campus

Networking Break

Alumni Relations
11 a.m. – 12 p.m.
140 West, Room 211
Lincoln Center Campus

Erik Mertens, Alumni Faith Formation Coordinator at Gonzaga University and Young Adult Minister at St. Aloysius Church
Maria Ochoa, Assistant Director, Magis Alumni Program at Seattle University

Alumni live full and busy lives. Commitments like career, family, and relationships demand time and energy. As Jesuit universities and colleges, we have an opportunity to support alumni in their continuation of faith formation and spiritual development in everyday life. We can provide what sometimes alumni most need, but do not know how to do for themselves: carve out a space to reflect on meaningful moments and discern important life decisions; connect and share with peers about joys, struggles, and challenges of modern living; and explore and integrate practices which help them to be more loving and just persons.

This session will:

  • Illustrate a variety of programs which provide spiritual and faith formation, renewal and dialogue, and community building (retreats, online communities, resource sharing, etc.)
  • Discuss collaboration between Jesuits and Ignatian lay ministers for faith and spiritual formation programs.
  • Share ideas on resources to create and enhance your own offerings.
Advancement Services
11 a.m. – 12 p.m.
140 West, Room 203
Lincoln Center Campus

Bob Grant, Vice President of University Advancement at Rockhurst University
Sara Harvey, Senior Director, Annual Campaigns at Marquette University
Jenny Cooke Smith, Solutions Consultant at Target Analytics
Melissa D. Starace, Associate Vice President for Alumni, Annual Fund, and Operations at the University of Scranton

Chicago Loyola, Rockhurst, University, University of Scranton, and Marquette are part of a collaborative group of Jesuit institutions utilizing donorCentrics™ a performance benchmarking service provided by Target Analytics, a Blackbaud Company.

For an individual university, benchmarking information measures program performance for a fiscal year and compares performance to past years — leading to an analysis of changes in strategy and whether program changes had the desired outcome. Aspects measured include donor retention, donor reactivation, upgrade/downgrades, and donor acquisition.

The Jesuit group shares their benchmarking data with each other to compare programs (apples to apples) within our Jesuit cohort. In addition, the group looks at national trends, including private and public institutions.

Presentation Takeaways:

  • Receive an overview of both national giving trends in higher education as well as trends from Jesuit institutions to provide context for examining individual development programs.
  • Understand annual and major giving pipelines through donor migration patterns. This session will also include the results of giving patterns of $1K+ donors.
  • Discuss the underpinnings of successful development programs: donor retention, donor reactivation, upgrades and donor acquisition.
  • Hear about creating targeted strategies and developing measurement/reporting systems to track results and how schools analyze results to drive changes and improve performance.
Marketing and Communications
11 a.m. – 12 p.m.
140 West, Room 302
Lincoln Center Campus

Matt Malone, S.J. , President and Editor-in-Chief, America Magazine

In business, it's called a brand. In the church, it is called a charism. In both cases, we are speaking of the DNA of an organization, its fundamental identity and mission. Fr. Malone, editor-in-chief of America, will discuss the Jesuit charism, its key components and dimensions, and how best to communicate it as a 21st-century brand.

Development
11 a.m. – 12 p.m.
140 West, Room 204
Lincoln Center Campus

Erin Doyle, Assistant Director of Donor Relations at Loyola University Chicago
Tony Minor, Director of Giving Programs at Saint Louis University
Allison Rubin, Director of Advancement Events and Donor Relations at Loyola University Maryland

Is your institution considering a scholarship campaign or in the midst of one? Panelists will outline their respective universities' current scholarship initiatives, including marketing and stewardship plans, coaching of gift officers tasked with raising money for scholarships, internal administration issues, and matching gifts. The panel will take questions from session participants and facilitate a discussion that will prove valuable to those trying to troubleshoot their own institutions' scholarship initiatives or navigate getting a scholarship campaign off the ground.

Development
11 a.m. – 12 p.m.
140 West, Room 205
Lincoln Center Campus

Michael DeCristofaro, Assistant Director, Holy Cross Fund at the College of the Holy Cross
Katherine Nicholson, Assistant Director of Student and Young Alumni Giving at Santa Clara University
Jennilee Schlinsky, Assistant Director of Alumni Engagement at Marquette University
Stephanie Tomakowski, Development Officer at Loyola University Chicago

In the April 2013 edition of CASE Currents, Gayle Bennett reflects on the meaning of advancement's term-of-art, "culture of philanthropy." While each university will build this culture in a slightly different way, the general idea is that everyone from the president to the faculty and students understands that "philanthropy is essential to the institution and is involved in some way—either through giving or facilitating the gifts of others."

In this session, Holy panelists will all share their experiences, perspectives, and best practices on how their respective campuses are building a culture of philanthropy, starting with students.

Each University will speak to the questions:

  • What has been done in the past?
  • Where are we now?
  • Where are we going?

The presenters will begin a dialogue with those in attendance to hear about each school's program and will facilitate the generation of ideas for everyone to use in their efforts to build a culture of philanthropy. Participants will leave this session with new ideas for their programs from these four Jesuit institutions and the audience members.

12:15 – 1:30 p.m.
President's Dining Room
12-floor, Lowenstein Center
Lincoln Center Campus

JAA Executive Committee Luncheon