Curriculum
Leadership · Management · Best Practices in Fundraising
Faculty
- Bruce W. Flessner, Principal, Bentz Whaley Flessner
- Rodney P. Kirsch, Senior Vice President for Development and Alumni Relations, Pennsylvania State University
- Lynette Marshall, President and CEO, The University of Iowa Foundation
- Jerry May, Vice President for Development, University of Michigan, and Dean, BTFRI
- Rhea Turteltaub, Vice Chancellor, External Affairs, UCLA
Learn more about the BTFRI Faculty
Saturday, July 30—Arrival & Registration
- Conference Registration
- Opening Reception
- Opening Banquet
Sunday, July 31—Management
- Welcome/Session 1
Strategies for Managing Development Programs in Complex Environments
Learn how to create strategies to successfully manage your program in a complex environment.
—Bruce Flessner and Rod Kirsch - Session 2
Talent Management—Recruiting, Retaining, and Growing Talent
Discover how leading institutions attract, retain and grow the very best professionals in our ever-changing profession.
—Chrissi Rawak and Rhea Turteltaub - Lunch
BTFRI Faculty host small-table discussions - Session 3 (Panel Discussion)
Greatest Management Learnings
A panel of seasoned development professionals share what they’ve learned about successful staffing and management
- Session 4
Analytics: Measuring Fundraising Success (Part 1 of 2)
—Josh Birkholz, Bentz Whaley Flessner - Dinner
Monday, August 1—Best Practices/Innovation
- Welcome/Session 5
Engaging Students
Learn how you can create and cultivate a culture of philanthropy on campus.
—Lynette Marshall and Rhea Turteltaub - Session 6
Managing the Relationship of the Alumni Association and Development Offices (Centralized vs. De-centralized)
Understand how an institution’s alumni association and its development office can both work with the same constituencies while also achieving their individual goals.
—Rod Kirsch and Jerry May - Lunch on your own
- Session 7
Analytics: Measuring Fundraising Success (Part 2 of 2)
—Josh Birkholz, Bentz Whaley Flessner
- Session 8 (Panel Discussion)
Measuring Gift Officer Performance
Discuss the expectations and practices of major gift management, especially around metrics and productivity. - Dinner on your own
Tuesday, August 2—Leadership
- Welcome/Session 9
Securing 8 and 9 Figure Leadership Gifts
Learn about the process, trending, and other conditions necessary to run a successful mega-gift program.
—Jerry May
- Session 10
Leading and Engaging Volunteers
Learn how to lead and mobilize high-performing volunteers.
—Rhea Turteltaub and Jerry May - Lunch
BTFRI Faculty host small-table discussions - Session 11
Dean Leadership in Fundraising
—Evan Caminker, Dean, University of Michigan Law School and Todd Baily, Assistant Dean for Development and Alumni Relations, University of Michigan Law School - Session 12
Conversation with Meyer Luskin, UCLA alumnus and donor
—Meyer Luskin with Rhea Turteltaub and Steve Jennings - Closing Program and Dinner
Wednesday, August 3—Departure
