January 18, 2023 10 AM - Noon · Registration · Sponsored by UC Innovation · Park Center Entrance Area 11:30 AM - 12:30 PM · Lunch · Great Reception Room 12:30 PM - 1:00 PM · Welcome · Great Reception Room 1:05 PM - 1:45 PM · Sessions (Newcomers and Veterans) · Newcomers (Chancellor’s Reception Room) · Veterans (PENC Room) 1:55 PM - 2:40 PM · Sessions (2 options) · Session: Blackbaud Data Debrief (PENC Room) Host: Erick Weber, University of Tennessee · Session: Day of Giving (Chancellor’s Reception Room) Host: Sarishni Patel, Florida State University Panelists: Heather Duiser, University of Georgia Yoon Van Hout, University of Florida Brandon Tabor, Notre Dame Lisa Lofland, Auburn University 2:40 PM - 3:00 PM · Refreshment Break · Sponsored by Custom Donation · Great Reception Room 3:00 PM - 3:45 PM · Roundtables No agenda and no pre-set questions. Join your peers for an informal conversation on this topic area: · Roundtable: Transitioning the Call Center · Roundtable: CASE AME (Park 327) (Chancellor’s Reception Room) Lead: Kim Bowden, GA Tech Lead: Angela Floyd and Bryce Osman, · Roundtable: Crowdfunding (PENC Room) University of Missouri Lead: Maura Wakefield, Ole Miss

>> January 18th agenda continues on next page >>

January 18, 2023, Continued 3:45 PM - 4:00 PM · Salesforce Spotlight (Great Reception Room) 4:00 PM - 5:00 PM · Keynote (Great Reception Room) Bill Rand is a Professor of Marketing and Analytics and the University Faculty Scholar at the Poole College of Management at North Carolina State University. Bill's work focuses on the application of computer science methods to marketing problems. His research investigates the diffusion of information. He examines three large questions: (1) How do consumers find things out? (2) What do consumers do with that information once they have it? (3) How do they pass their product insights along to others through online word-of-mouth? 5:00 PM - 7:00 PM · Happy Hour at StateView Hotel Bar · Hosted by UC Innovation and GiveCampus 7:00 PM · Dinner · Sponsored by Salesforce

January 19, 2023 9:00 AM - 9:45 AM · Breakfast · Sponsored by VanillaSoft · Great Reception Room 9:00 AM - 11:15 AM · Professional Development Activity · Great Reception Room · Patton McDowell has enjoyed a 30-year career in nonprofit leadership, strategic planning, and organizational development. His consulting practice has allowed him to work with more than 240 organizations throughout the Southeast, including nonprofits focused on healthcare, education, arts & culture, and human services. Patton is a dynamic speaker who has facilitated workshops throughout the region and served as a presenter at state and national conferences. Before founding PMA Consulting in 2009, he served as Vice President for University Advancement at Queens University of Charlotte, where he was responsible for all fundraising, communications, and alumni programs. Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16-campus UNC system. 11:15 AM - 11:30 PM · Refreshment Break · Sponsored by Protopia · Great Reception Room 11:30 AM - 12:15 PM · Sessions (2 options) · Session: Direct Mail (Chancellor’s Reception Room) Host: Heather Duiser, University of Georgia Panelists: Maura Wakefield, University of Mississippi Megan Poole, University of Virginia · Session: Recruitment and Retention (Chancellor’s Reception Room) Host: Andrew Palmer, University of Kentucky Panelists: Cameron Hall, University of South Carolina Bob Amico, University of Oklahoma Foundation 12:15 PM - 1:15 PM · Lunch · Sponsored by RNL · Great Reception Room

>> January 19th agenda continues on next page >>

January 19, 2023, Continued 1:15 PM - 2:00 PM · Roundtables · 3 Roundtables to be determined at the conference Topic 1: Room: Chancellor’s Reception Room

Topic 2: Room: PENC Room

Topic 3: Room: Park 327 2:00 PM - 2:15 PM · Salesforce Spotlight (Great Reception Room) 2:00 PM - 2:45 PM · Sessions (2 options) · Session: Data, Reporting, Analytics (PENC Room) Host: Kim Bowden, Georgia Tech Panelists: Heather Duiser, University of Georgia Lauren Herbstritt, University of Tennessee · Session: Campus Partnerships: Working Across Campus on Projects Big and Small (Chancellor’s Reception Room) Host: Audrey Shore, UNC-Chapel Hill Panelists: Hayley Harris, UNC-Chapel Hill Andrew Palmer, University of Kentucky Sarishni Patel, Florida State University 2:45 PM - 3:20 PM · Refreshment and Email Check Break · Sponsored by Wilson-Bennett Technology (Great Reception Room) 3:20 PM - 4:00 PM · Sessions (2 options) · Session: Leadership Annual Giving (Chancellor’s Reception Room) Host: Adam Compton, NC State Panelists: Allison Seibert, Texas A&M Shea Newton, Boston College Bryce Osman, University of Missouri

· Session: Creating a Culture of Giving: Student Philanthropy Awareness (PENC Room) Host: Kamryn Clairmont, UNC-Chapel Hill Panelists: Katie Edmundowicz, University of Pittsburgh Ann Lawrence Grasty, University of Virginia

>> January 19th agenda continues on next page >>

January 19, 2023, Continued 4:00 PM - 4:30 PM · ACC and SEC Session · ACC - Chancellor’s Reception Room · SEC - PENC 4:30 PM - 5:00 PM · Closing for the Day (Great Reception Room) · Dinner Details: Dress warmly and wear comfortable shoes! Outdoor cocktail reception at the Bell Tower followed by a tour of Hunt Library then dinner in Duke Energy. Board the buses at 5:45pm. 5:45 PM - Until Showcase NC State/Dinner · Sponsored by MCR · Buses will depart by 6pm

January 20, 2023 9:00 AM - 9:45 AM · Breakfast · Sponsored by GiveCampus (Great Reception Room) 10:00 AM - 11:00 AM · Directors Session & Team Member Sessions · Directors - Chancellor’s Reception Room · Team Members - PENC Room 11:00 AM - Noon · Sample sharing, next conferences, anything else for discussion (Great Reception Room)

ATTENDEES

Lisa Lofland Auburn University Assistant Director of Digital Marketing

Bob Amico OU Foundation ED AG

Roxanne Combs Auburn University Annual Giving Specialist

Josh Webb OU Foundation Director, Broad-based Annual Giving

Ryann Luna Auburn University Annual Giving Coordinator

Halsey Musselman OU Foundation Giving Day Project Manager

Shea Newton Boston College Assistant Director, Leadership Giving

James Bresette The Citadel Assistant Director, Leadership Gifts

McKenzie Durham Clemson University Director of Phonathon & Digital Fundraising

Olivia Bajoczky The Citadel Assistant Director, Annual Giving

Sam Holleman Clemson University Director of Phonathon & Digital Fundraising

Kamryn Clairmont UNC - Chapel Hill Associate Director of Annual Giving

Sam Goodman Clemson University Annual Giving Officer

Audrey Shore UNC - Chapel Hill Associate Director of Annual Giving

Erin Glass Clemson University Annual Giving Officer

Shea Fitzgerald UNC - Chapel Hill Assistant Director of Annual Giving

Valerie Claus Florida State University Foundation Associate Director of Annual Giving

Brooke Bust-Webber UNC - Chapel Hill Assistant Director of Annual Marketing, Direct Marketing for Schools and Units

Sarishni Patel Florida State University Foundation Assistant Vice President of Annual Giving Kim Bowden Georgia Tech Alumni Association Vice President of Annual Giving Sean Gilbert LSU Associate Director of Annual Giving Mary Julia Klug LSU Digital Fundraising Specialist Georgia Carter Mississippi State University Director of Annual Giving Heather Andrews Mississippi State University Director of Development Strategy Adam Compton NC State University Executive Director Jennifer Spisak-Cameron Duke University Sr. AVP, Duke Annual Fund & Reunion

Katie Edmundowicz Univeristy of Pittsburgh Crowdfunding and Student Philanthropy Coordinator Melissa Brawner University of Arkansas Assistant Director of Annual Giving, Data Management Kristen Blanchard University of Arkansas Assistant Director of Annual Giving Melissa Brawner University of Arkansas Assistant Director for Annual Giving, Data Management Yoon Van Hout University of Florida Executive Director, Annual Giving Mandy Intravaia University of Florida Director of Annual Giving Campaigns Sherry Abrams University of Georgia Sr Director Annual Giving

Laura Ashley Lester University of Georgia Annual Giving Officer

Jake Strang University of Pittsburgh Assistant Vice Chancellor, Alumni Annual Giving Mitchell Magiera University of Pittsburgh Assistant Director, Annual Giving Analytics and Reporting

ATTENDEES

Heather Duiser University of Georgia Executive Director of Annual Giving and Advancement Services

Andrew Palmer University of Kentucky Director of Annual Giving

Jarrod Suits University of Tennessee, Knoxville Assistant Director of Annual Giving, Leadership Giving Outreach

Hanna Kroskie University of Kentucky Associate Director of Annual Giving

Erick Weber University of Tennessee, Knoxville AVP for Annual Giving

Emma White University of Kentucky Assistant Director of Annual Giving

Daniel Kaeden Kelso University of Tennessee, Knoxville Assistant Director of Annual Giving, Engagement Center

Kirtland Roach University of Kentucky Assistant Director of Annual Giving

Kristen Kaldenberg University of Tennessee, Knoxville Assistant Director of Annual Giving, Direct Marketing

Logan Smart University of Kentucky Sr. Assoc. Director of Annual Giving

Lauren Herbstritt University of Tennessee, Knoxville Director of Advancement for Annual Giving

Nick Evans University of Louisville Associate Dir Development Communications

Alyssa Roberts University of Tennessee, Knoxville Asst Director of Digital Fundraising

Alexis Allen University of Louisville Director of Annual Giving

Megan Poole University of Virginia Director of Direct Marketing

Maura Langhart University of Mississippi Sr. Director of Annual Giving

Ann Lawrence Grasty University of Virginia Senior Director of Annual Giving

Kaitlin Childress University of Mississippi Annual Giving Program Coordinator

Cameron Hall University of South Carolina Executive Director of Annual Giving and Lead Generation

Angela Atkins University of Mississippi Associate Director of Annual Giving; Digital Giving Officer

Barrie Terrell University of South Carolina Development Coordinator

Brett Barefoot University of Mississippi Exec. Director of Central Development

Jessica King Auburn University Advancement Marketing

Bryce Osman University of Missouri Director of Leadership Annual Giving

Kara Tompkins Syracuse University Executive Director, Philanthropic Engagement

Angie Floyd University of Missouri Director of Annual Giving

Jennifer Spisak-Cameron Duke University Sr. AVP, Duke Annual Fund & Reunion

Brandon Tabor University of Notre Dame Sr. Director, Annual Giving

Matt Cloues Duke University Director of Annual Fund Fundraising Strategy & Operations

Matt Cloues Duke University Director of Annual Fund Fundraising Strategy & Operations

SPONSORS

Justin Ware {{firstname}} Table Sponsor

Henry Conley Wilson-Bennett Technology, Inc. Registration Sponsor

Emily Etzkorn VanillaSoft Breakfast Sponsor

Ryan Ludwig UC Innovation Registration Sponsor

Max Leisten Protopia Refreshment Sponsor

Andy Suther UC Innovation Registration Sponsor

Mike Smith CustomDonations Refreshment Sponsor

Doug Barrow Salesforce Dinner Sponsor

Dominic Piunno MCR Dinner Sponsor

Lauren Rose Salesforce Dinner Sponsor

Shawn Thomas MCR Dinner Sponsor

Caroline Chang UC Innovation Registration Sponsor

Matt Sulzer MCR Dinner Sponsor

Steven Birnbaum {{firstname}} Table Sponsor

James Barnard BWF Transportation Sponsor

Dan Loweman Washburn & McGoldrick LLC Lunch Sponsor

Geoff Hallett BWF Transportation Sponsor

Chris Marshall CMAC Lunch Sponsor

Todd Smith Wilson-Bennett Technology, Inc. Registration Sponsor

Ryan Catherwood CMAC Lunch Sponsor

Questions? Contact: Adam Compton Cell - 919-883-7661 (text is easiest) [email protected] Wifi: NCSU Guest Meeting Location: Park Alumni Center 2450 Alumni Drive, Raleigh Hotel Location: The StateView Hotel (919) 743-0055 2451 Alumni Dr · Raleigh, NC 27606 Flex Space available for calls and meetings Park Alumni Center 351 Book here: https://parkcenter.skedda.com/ Steps to book: · Click the green plus in the lower left corner · Enter email address · Complete details · Select Space “Room 351 - ACC/SEC Conference”

THANK YOU TO OUR SPONSORS