Additional Education

Summer Series

July 23, July 30, August 6

Series lineup:

Session I
- Technology Governance and How to Lead the Way
- Strategic Planning for Best Use of Technology
- Navigating the Now – Stories from the Field
Session II
- Data Management: Vision, Strategy, and Partnerships
- Data Management Practices That Support Organizational Vision
- Solving Data Issues
Session III
- Orchestrating Harmony Among Multiple Platforms
- Leveraging Data Recipes to Personalize Engagement
- Data, Tools, Technology, Enablement and Strategies for Personalizing Fundraising and Engagement - Tales from the Trenches

August 3, August 10, August 17

Series lineup:

Session I
- Opener & Overview of the Four Quadrants
- CRM
- Integration
Session II
- Entity Management & Data Governance
- Communication Tools
Session III
- Predictive Modeling & AI Machine Learning
- Emerging Topics (Panel of Professionals)

Summer Series

July 18, July 25, August 1

Series lineup:

Session I
- Failure to Plan Is Planning to Fail'
- Strategic Planning for Organizational Change
- Managing Change with Internal Partners
Session II
- Intra-Sutter Health Partnerships: Trust, Reliance, and Economies of Scale
- Cross Campus Collaborations
- Driving Change with Strategic Partnerships: Transforming the Status Quo
Session III
- What do you mean Advancement Services has to be involved?
- Strategies for RFP Success
- Board Development

Summer Series

July 28, August 5, August 13, August 18

Series lineup:

Session I
- It's All About the Data
- Integrating Prospect Data for Advancement
Session II
- Leveraging Data to Improve Healthcare Fundraising Results
- Industry Coding: Targeting Industries during COVID-19 and Beyond
Session III
- Digital Fortress
- Who Cares About Addresses, Anyway? (and Why It Should Be You)
Session IV
- Data Integrity/Data Verification - Processes that Work
- How to Incorporate Prospect Management Practices to Enhance Gift Officer Productivity

2019 Regional Symposia

March 22, March 26, April 26, May 29

Regionals lineup:

Central Florida Symposium
- Date: March 22, 2019
- Location: Rollins College
- Host: Vicky Medlock
North Carolina Symposium
- Date: March 26, 2019
- Location: UNC-Charlotte
- Host: John Taylor
Washington, D.C. Symposium
- Date: April 26, 2019
- Location: CASE Headquarters
- Host: Gail Ferris
New England Symposium
- Date: May 29, 2019
- Location: Bryant University
- Host: Lisette Clem

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