Tuesday, November 9

7:30 – 8:30 am Buffet breakfast (Kon Tiki)
8:30 am Convene and Welcome
Lisa Pullman, Executive Director, INDEX
8:30 – 9:30 am Table Conversations Click here to view table assignments
Tables will be assigned by school size and structure (click above to view your table.) Topics will be determined by attendees prior to the meeting. At the end of this session, tables are invited to share insights or conversations with the whole group.
9:30 – 10:10 am Emerging Trends in Major Gifts: Panel
Brent Caburnay, Director of Development, Francis W. Parker School (IL), Emilie Henry, VP for Institutional Advancement, Westminster Schools (GA), and Amy Smucker, Assistant Head for External Affairs, Berwick Academy (ME)
Some of the topics will include: the trend towards smaller numbers of major donors; the increasing importance of data and qualification techniques; the growing need to communicate impact; the changing demographics of the donor pool; and the importance of embracing more innovative cultivation and stewardship practices.
10:10 – 10:30 am Break
10:30 – 11:15 am Trends in Major Gifts: Table Discussions
11:15 – 12:15 pm Disruptive Trends and How to Rebuild from the Pandemic
Chris Freer, VP for Advancement, Woodward Academy (GA)
Jessica Goski, Director of Development, Graland Country Day School (CO)
Melanie Hoffman, Director of Advancement, Ransom Everglades (FL)
Amanda Meter, Director of Strategic Philanthropy, Parish Episcopal School (TX)
12:15 – 1:15 pm Lunch
1:15 – 2:30 pm Advancement Exchange Click here to view table assignments
The Advancement Exchange is a show-and-tell for professionals. Schools will each have 3-4 minutes to share one of their favorite ideas/projects/tools. Everyone goes home inspired and loaded with lots of new ideas.
2:30 – 3:00 pm Break
3:00 – 3:40 pm Weaving DEI into Development and the DNA of a School
Shara Freeman Hoefel, Assistant Head for External Relations; Chris Sanders, Director of Admissions; Christen Tedrow-Harrison, Director of Diversity, Equity, Inclusion, and Belonging; Anthony Thomas, Director of Athletics; and Kevin Yaley, Head of School, Francis Parker School (CA)
3:40 – 4:30 pm DEI Table Discussions
4:30 pm Adjourn
6:30 pm Reception and Dinner. (Boardroom)

Wednesday, November 10

7:30 – 8:30 am Breakfast (Kon Tiki)
8:30 – 9:30 am Table Conversations
Table topics will be decided in advance, and participants can select which table to join.
9:30 – 11:45 am Development Strategic Planning Workshop
Phil Klein, Director of Development and Michael Ehrenfried, Chief Innovation Officer, Kent Denver School (CO)
The workshop will focus on how to use emergent strategic planning to make a school’s Development planning process more responsive to changes that every school faces during the course of a school year.
11:45 – 12 pm Wrap-up & Adjourn