ALUMNI BOARDS: STRENGTHENING STRATEGY, GROWING ENGAGEMENT. June 28-30, 2011 Boston, MA

Transcription

1 ALUMNI BOARDS: STRENGTHENING STRATEGY, GROWING ENGAGEMENT June 28-30, 2011 Boston, MA

2 OVERVIEW A strong, active alumni board engages your most valued alumni and is an invaluable partner to an institution s overall success. However, many alumni boards lack direction and purpose, severely curtailing their abilities to contribute productively. Join us in Boston for a focused program designed to strengthen your alumni board. Taking a comprehensive look at board management, you will learn how to: Select the right board members and leaders Bolster your ability to set board strategy Define clear board objectives Promote assessment metrics to improve board functioning WHO SHOULD ATTEND Alumni relations professionals charged with increasing board effectiveness and alumni board members and presidents will learn how to manage an alumni board that accomplishes institutional objectives and works with staff to achieve strategic goals. Mold your alumni board into a more effective institutional partner. LEARNING OUTCOME After participating in this conference, you will be able to manage an alumni board that accomplishes institutional objectives and teams with staff to achieve strategic goals. AGENDA TUESDAY, JUNE 28, :00 1:00 p.m. Registration 1:00 1:15 p.m. Introductions and Opening Remarks 1:15 2:15 p.m. Defining a Strong Board s Purpose and Roles Alumni boards have a variety of responsibilities, but they often don t translate well from the board s purpose. What should your board s responsibilities be? What responsibilities should its leaders have? How should your board work with staff? This session will walk you through how to clarify your alumni board product and roles of board members. 2:15 3:15 p.m. Working Session: Reviewing, Evaluating, and Using Bylaws Bylaws should reflect a board s purpose, roles, responsibilities, and process. Unfortunately, though, they are often created on an ad hoc basis or created and then ignored. During this session, your faculty will discuss how to create or revise your bylaws to make them reflect your mission, and then how to most effectively use them. You will then work in small groups to evaluate their bylaws or draft their initial set of bylaws. Bylaw examples will be requested from all participants before the conference and shared out during this session, pending permission being granted. 3:15 3:30 p.m. Afternoon Break 2

3 AGENDA TUESDAY, JUNE 28, 2011 (CONTINUED) 3:30 5:00 p.m. Setting Board Strategy With your board purpose set, member responsibilities defined, and bylaws calibrated, the next step is to begin developing your strategy. This session will address how to cooperatively define long and short-term strategy then how to ensure board buy-in from that strategy. You will also begin a discussion of how to move from strategy to tactics and how best to assign responsibility for tactical issues. 5:15 6:15 p.m. Networking Reception (included in registration) WEDNESDAY, JUNE 29, :00 9:00 a.m. Continental Breakfast (included in your registration) and Discussion Roundtables 9:00 10:30 a.m. Identifying and Recruiting Board Members Having a large pool of alumni leaders is crucial to the productivity and sustainability of your board. However, identifying ideal board members from that pool requires cooperation from all areas within advancement and the board itself. This session will focus on best practices for selecting and recruiting productive, dedicated board members, including how to convert board members from other volunteer programs. 10:30 10:45 a.m. Morning Break 10:45 a.m. 12:00 p.m. Onboarding, Educating, and Training New Members Whether it be due to term limits or personal reasons, alumni board members frequently transition in and out. Thus, the continual challenge is to bring new members up to speed while also effectively integrating them into the existing membership. This session will walk you through how to onboard and educate new members then how to train them for their role on the board. 12:00 1:15 p.m. Lunch 1:15 2:45 p.m. Working Session: Speed Problems and Solutions You and your fellow participants broken out into small groups will use this session to bring your pressing concerns to the faculty for solution-focused brainstorms. The session will end with time for full-group wrap-up and the faculty highlighting solutions to common issues. 2:45 3:00 p.m. Afternoon Break 3:00 3:45 p.m. Board Meeting Format and Agenda There is nothing more frustrating than a board meeting that fails to accomplish its goals. This session will explore different format/agenda options from parliamentary style to a more customized format for board meetings and discuss how to apply the right option to your meetings to make them more productive. 3:45 5:00 p.m. Developing a Leadership Pipeline and Navigating Your Board Through Change Natural board flux can rapidly shift to uncertainty and inaction without staff leadership. However, proper preparation will allow you to address leadership changes with ease. This session will help you develop that preparation, build a leadership pipeline within your board, and manage your board through inevitable change. 3

4 AGENDA THURSDAY, JUNE 30, :00 9:00 a.m. Continental Breakfast (included in your registration) and Discussion Roundtables 9:00 10:00 a.m. Addressing Communication Issues Complacency, ego, and lack of clarity can all contribute to communication struggles. This session will offer you techniques for resolving those struggles, including looking at when it might be appropriate to bring in third-party assistance to help resolve a particularly troublesome situation. You will leave with a heightened awareness of what causes board communication issues, and what can be done to solve them. 10:00 10:30 a.m. Morning Break and Hotel Check-Out 10:30 11:45 a.m. Board Metrics and Assessment An effective alumni board must identify clear criteria for measuring success across activity ideally at the mission level, the goal level, and individual level. This session will show you how to evaluate your alumni board and its members, including how often to conduct your assessments. 11:45 a.m. 12:00 p.m. Final Remarks/Closing Q&A 12:00 1:15 p.m. Lunch for Post-Conference Workshop Participants 1:15 4:15 p.m. Optional Post-Conference Workshop: Redeveloping Board Infrastructure Minor changes in board management practices are one thing, but the need for a complete overhaul is another one entirely. This workshop discuss how to best address hard decisions in restructuring, including: Retiring board members Introducing or restructuring giving expectations Retaining effective members Redistributing responsibilities Changing old thinking Dealing with potential INSTRUCTORS Gary Olsen, Associate Vice President, Alumni Relations and Executive Director, Alumni Association, Villanova University Heading Villanova s alumni relations program since 1993, Gary has almost 35 years of experience in the nonprofit sector as an executive, teacher, consultant, and leader. He has served as a member of the CASE Commission on Alumni Relations and as a faculty member for the CASE Summer Institute on Alumni Relations, serving as chair for two years. Gary currently is a member of the CASE Board of Trustees. Gary frequently appears as a speaker and consultant. His areas of expertise include board training and development, strategic planning, and leadership development. During his tenure at Villanova University, Gary has helped to establish a state-of-the-art alumni board, the Villanova University Leadership Summit, and the Volunteer Leaders Conference, and he has raised more than $7 million through revenue-producing programs. Linda Thomas Brooks, Past Member, Board of Directors, The Ohio State University Alumni Association and President, Ingenuity Media, The Martin Group Linda is president of Ingenuity Media at The Martin Agency, providing a full range of media services for clients like Johnson & Johnson, Saab, and The American Cancer Society. Linda came to Ingenuity from Trilogy, where she had been executive director of media and marketing. Previously, she was executive vice president and managing director of General Motors Mediaworks/ General Motors Cyberworks in Detroit. Linda s expertise in the media and automotive industries led to the American Advertising Federation naming her to its Advertising Hall of Achievement for early career achievement, and her selection as one of the 100 Leading Women in the North American Auto Industry by Automotive News. She was also named to the Crain s Detroit Business magazine list of Most Influential Women and Advertising Age s list of Women to Watch. Linda serves on the Executive Committee of the Board of Directors for the American Advertising Federation and on the Media Policy Committee for the 4As. She just completed a five-year term on the Board of Directors for the Ohio State Alumni Association, where she initiated the corporate governance function and became an industry speaker on the subject. Christine Tempesta, Director, Strategic Initiatives, Massachusetts Institute of Technology (MIT) Christine leads staff in serving MIT's national boards and committees, volunteer leadership development, and the MIT Enterprise Forum. She also implements other initiatives that mirror institutional goals, including engaging alumni in K-12 STEM education, MIT's 150th Anniversary, and MIT's Energy Initiative. Christine previously served the institution as its director of alumni relations. Before arriving at MIT, she held multiple positions at the American Heart Association, culminating in her position as the organization's executive director for the greater Boston area. Christine is currently the chair-elect of CASE District 1 Board of Directors. 4

5 HOTEL RESERVATIONS The conference will be held at: Hotel Marlowe (Cambridge) 25 Edwin H. Land Boulevard Cambridge, MA To reserve your room, call Please indicate that you are with the Academic Impressions group to receive the room rate of $169 for single or double occupancy, plus applicable tax. A room block has been reserved for the nights of June 27-29, Reservations must be made by June 5, There are a limited number of rooms available at the conference rate. Please make your reservations early. Set on the Charles River across from downtown Boston, the Hotel Marlowe is an eclectic, vibrant luxury hotel in Cambridge. Located just minutes from Harvard Square and the MIT campus, the Hotel Marlowe offers easy access to Boston s financial district and exclusive Beacon Hill neighborhood. Many of its 236 guestrooms boast views overlooking the park-lined Charles River, along with the Boston skyline. The hotel is located just 4 miles from Boston Logan International Airport (BOS). 5

6 Attend as a team remember, if you register as a group, every fourth registrant is free. Questions about the event? Call us at to help determine if this event is right for you. Register online at REGISTRATION FEES Your registration fee includes: full access to all conference sessions and materials, access to the networking reception on Tuesday, breakfast and lunch on Wednesday, and breakfast on Thursday, as well as refreshments and snacks throughout the conference. Postmarked on or before June 10, 2011 BEST VALUE: Alumni Boards: Strengthening Strategy, Growing Engagement and post-conference workshop Alumni Boards: Strengthening Strategy, Growing Engagement (For registrations postmarked after June 10, 2011, an additional $100 fee per registrant applies) $1495 USD $1195 USD Check here if you have any dietary or accessibility needs. Please list any needs in the space below and we will do our best to accommodate you. How did you hear about this event? ( from AI, colleague forwarded , The Chronicle, etc.) CONFERENCE REGISTRATION INFORMATION (PLEASE PRINT CLEARLY) Name Name Preferred for Badge Job Title Institution/Organization Address City State/Province Zip/Postal Code Country Telephone Fax For registration confirmations and pre-conference communication. (FOR ADDITIONAL REGISTRANTS, PLEASE COMPLETE ADDITIONAL FORMS.) Additional Contact Name Additional Contact Phone Additional Contact Title Additional Contact Emergency Contact Name Emergency Contact Phone (day) (In case of emergency, we will contact this person on your behalf) (evening) FREE HIGHER ED NEWS AND ANALYSIS Academic Impressions is happy to offer Higher Ed Impact, a free industry scan of news, trends, and fresh research on higher education, delivered in an easy-to-scan . Sign me up for HEI: Daily Pulse impactful news, trends, and practices, sent daily Sign me up for HEI: Weekly Scan the week s most critical news, with analysis of top stories and trends, sent on Fridays Sign me up for HEI: Monthly Diagnostic practical takeaways addressing a strategic challenge facing institutions of higher ed, sent 9-12 times/year PAYMENT METHOD We accept Visa, MC, and AmEx credit cards. To pay by check, include the check with this form or select the invoice me option. Fax form to or mail form along with payment to: Academic Impressions, 4643 S. Ulster St. Ste. 350, Denver, CO CREDIT CARD Please charge my credit card: (Visa, MC, AmEx) Name on Card Account Number Exp. Date Billing Zip Code/Postal Code Security Code (last 3 digits on the back of Visa and MC or 4 digits on front of AmEx) CHECK/INVOICE My check is included and covers registration(s) Check # Please invoice me Purchase Order # (PO# not required to receive invoice) REFUND/CANCELLATION POLICY Refunds will be issued only if cancellations are received in writing by April 1, A $100 processing fee will be assessed. After April 1, 2011 a credit (less $100 processing fee) will be issued. The credit will be valid for 12 months and can be used toward any future conferences, Web conferences, audio proceedings, or Web conference archives. In case this event is cancelled, Academic Impressions' liability is limited to a refund of this registration fee only. Questions about the event? Call us at to help determine if this event is right for you. 6