CONFERENCE A HOLISTIC APPROACH TO CORPORATE ENGAGEMENT

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1 A HOLISTIC APPROACH TO CORPORATE ENGAGEMENT August 3-4, 2015 San Diego, CA

2 Increase the effectiveness of your campus-wide corporate engagement efforts. OVERVIEW Corporate engagement is a buzzword across higher education. Corporations are increasingly requesting multi-dimensional relationships with campuses that incorporate research, tech transfer, workforce development programs, recruiting, and philanthropic support. In response, it is imperative for institutions to establish or explore the benefits of a holistic corporate engagement model, housing all of these engagement opportunities under one comprehensive and coordinated effort. Bring your team to San Diego to learn about the efficiencies and successes that can come from moving to a holistic model. Our expert instructors will share insights on: Communicating the benefits of a centralized corporate engagement model to your entire campus community Collaborating with key stakeholders from the institutional research, CFR, academic, and community affairs functions of campus Setting corporate engagement goals that align with your institution s mission and support your external partners key interests Measuring ROI associated with a centralized effort BRING YOUR TEAM Are you considering moving your campus to a holistic approach to corporate engagement? Bring a team that includes academic, advancement, and administrative leaders to learn how to collaboratively move your campus to this centralized model. Don t take our word for it, hear from a past attendee: This conference was well structured, informative, inspirational and practical. It was an excellent investment for me and my team. Next time, I ll bring colleagues from other divisions so they can benefit from the expertise of the team and course. Great job! -Carla Sullivan Director, Corporate Relations Fairfield University CLICK HERE TO REGISTER 2

3 LEARNING OUTCOME After participating in this conference, you will be able to enhance your leadership skills to become a more effective department chair. CONTACT US FOR MORE INFORMATION Contact Erin E. Swietlik, Senior Conference Director at erin@academicimpressions.com or if you d like additional information about the program. SAVE $100 ON THIS EVENT WITH AI PRO! Available with: AI Advancement Pro AI Pro offers your institution access to over 200 hours of training opportunities on topics that will help you and your team achieve institutional goals and more. Click here or contact Bridget@academicimpressions.com for more information about AI Pro. 3

4 AGENDA MONDAY, AUGUST 3, :00-8:30 a.m. Continental breakfast (included in registration fee) and conference registration 8:30-10:00 a.m. Understanding a Holistic Approach to Corporate Engagement 10:00-10:15 a.m. Morning break In this opening lecture session, our expert faculty will provide a brief overview of what a truly holistic approach to corporate engagement consists of. Highlighting a case study of the evolution of the University of Michigan s Business Engagement Center (BEC), this session will give you an understanding of what companies are looking for in a higher education partner, how to gain and leverage buy-in for this type of initiative, and how to scale this holistic model for your institutional context. You will also have the opportunity to assess the state of your current corporate engagement initiatives and identify peer institutions also in attendance. 10:15-11:15 a.m. Working Session: Auditing Your Existing Corporate Engagement Touchpoints Before you can begin to articulate your institution s corporate engagement goals and strategy, it is imperative to be aware of the relationships that already exist across campus and who is managing those relationships. During this interactive working session, you will complete a comprehensive audit identifying where and how corporations are currently involved across campus, who is currently managing those interactions, and where there may be opportunities to build upon existing corporate relationships. You will also identify which areas of campus you need to learn more about in order to have a comprehensive understanding of the state of corporate engagement at your institution. 11:15 a.m. - 12:30 p.m. Developing a Corporate Engagement Strategy Building on the previous audit session, the final lecture session of the morning will guide you in prioritizing and setting goals for your corporate engagement strategy. Is your institution looking to increase the number of companies it currently engages for research through this holistic effort? Are you hoping to further diversify the types of organizations that recruit undergraduate students on campus? Perhaps you are hoping to accomplish multiple objectives through your holistic approach. Drawing on the insights of all three speakers, this session will provide you with an understanding of why it is important to clearly articulate your goals and strategy before moving forward with your corporate engagement efforts. 12:30-1:30 p.m. Lunch (included in registration fee) 1:30-3:00 p.m. Educating the Campus Community on Your Corporate Engagement Goals 3:00-3:15 p.m. Afternoon break Many new campus-wide initiatives are only successful with the buy-in from key players across campus. Working in small groups focused on tech transfer, advancement, career services and professional development, you will brainstorm how to overcome internal politics and silos as you prepare to move to a more holistic corporate engagement model. You will leave this session prepared to educate the campus community on the goals and benefits of your new initiative and equipped with a plan for encouraging campus-wide collaboration. 4

5 AGENDA MONDAY, AUGUST 3, 2015 (CONTINUED) 3:15-4:30 p.m. Establishing Effective External Advisory Boards 4:30-5:00 p.m. Day 1 Wrap-up & Q&A Having educated your campus constituents on the goals of a holistic corporate engagement effort, it is equally important to actively involve them in the movement to this model. Establishing an advisory board incorporating internal and external stakeholders can be an effective way to keep those key stakeholders involved and committed to the movement towards this model. However, when developing any advisory board, numerous issues arise: What constituents need to be involved? What role should the advisory board have in the day-to-day execution of corporate engagement work? What is the value in recruiting a board of figure heads vs. worker bees? How do you use them effectively? You will leave this session equipped with answers to these key questions and with a plan for establishing an effective advisory board. 5:00-6:00 p.m. Networking reception (included in registration fee) TUESDAY, AUGUST 4, :00-8:30 a.m. Continental breakfast (included in registration fee) and roundtable discussions During breakfast on Day 2, you will be encouraged to sit with similar-sized institutions for a discussion on the successes and challenges you have experienced thus far on your quest to move to a more holistic engagement model. 8:30-10:00 a.m. Identifying Ideal Corporate Partners Having articulated your corporate engagement goals and strategy, educated the campus community on the value of a holistic model, and engaged key stakeholders in an advisory capacity, the next thing to do is reach out to external corporate partners. In this opening lecture session, you will learn how to market and position your efforts in the local community and beyond, as well as gain insights for building upon existing relationships and reaching out to new external partners. 10:00-10:30 a.m. Morning break and hotel check-out 10:30-11:00 a.m. Capstone Working Session: Action Planning The final working time of this conference is dedicated to revisiting your audit from the beginning of Day 1 and developing 1-, 3-, and 5-year action plans for you to follow upon your return to campus. 11:00 a.m. - 12:00 p.m. Measuring the ROI of Your Corporate Engagement Initiative It is critical to track the return on investment associated with any new initiative. In this final lecture session, you will learn how to track the ROI of your holistic corporate engagement model in both the short-term and the long-term and how to communicate this information with key administrators across campus. 12:00-12:30 p.m. Conference wrap-up and final Q&A 5

6 AGENDA TUESDAY, AUGUST 4, 2015 (CONTINUED) POST-CONFERENCE WORKSHOP: SELECT THE RIGHT CRM SOLUTION 12:30-1:30 p.m. Lunch (included in workshop registration fee) for post-con workshop attendees 1:30-4:30 p.m. Post-Conference Workshop: Select the Right CRM Solution Equally as important as clearly articulating your corporate engagement goals, strategy, and key stakeholders is selecting the right database to track the diverse initiatives you will be working on with your corporate partners. CFR professionals have traditionally used advancement solutions to track their work, but as corporate engagement evolves, a customer-relationship management (CRM) solution may be a better fit for your office. In this post-conference workshop, you will gain a better understanding of the pros and cons of different solutions and gain insights on additional considerations, such as user authorization and privacy concerns to keep in mind when selecting a solution. You will also explore the concerns with the use of shadow databases across campus and how to overcome those silos. 6

7 INSTRUCTORS CHRISTOPHER S. GROFF / Executive Director, Corporate and Foundation Relations Fairleigh Dickinson University Chris manages the CFR philanthropic planning, research, and stewardship process for all three of Farleigh Dickinson s campuses. His work and leadership has successfully led to an increase of corporate fundraising dollars at FDU since the 2008 financial collapse. Chris previously specialized in external relations in finance, economic development, and public policy as a director of corporate and foundation relations at Rutgers, The State University of New Jersey. A frequent regional and national speaker, Chris is also a lecturer in communications. CODY NOGHERA / Director, Corporate Affiliates Program University of California - San Diego - Jacobs School of Engineering As a leader of corporate affiliates program, Cody has spent the last eight years building relationships with corporations that provide access to engineering technology research, human capital, and collaboration of subject matter experts, executives, and engineering leaders. The program has nearly seventy corporate members, ranging from university relations and recruiting to high-level executives who engage with the school. Cody began his career in technical recruiting at Kelly Engineering in San Diego. He has been a member of the Network of Academic Corporate Relations Officers (NACRO) since 2010, serving in a variety of volunteer roles and conference sessions; he is currently a member of the marketing and benchmarking committees. 7

8 INSTRUCTORS ANNE O DONNELL / Executive Director, Corporate Research Partnerships University of California San Diego Jacobs School of Engineering Anne directs the Jacobs School of Engineering corporate engagements and is the prime industry contact for the Dean s Agile Centers of Excellence that are highly responsive to industry needs for innovation across disciplines and as a crucible for commercialization and start up companies. Under her leadership, the Corporate Affiliates Program (CAP) grew to the current membership of nearly 80 corporate high tech and life science member companies who join for custom access to distinguished faculty and innovative research, exceptional students and to the Dean for a voice in the future of engineering education. CAP launched the unique Team Internship Program and a series of Executive Education Engineering degree programs. O Donnell came to UC San Diego Jacobs School of Engineering as a business development executive in the software industry to assist the Dean in building purposeful corporate partnerships for research, technology transfer, and talent acquisition across all engineering disciplines at one of the nation s top ranked engineering schools: The Jacobs School. Anne is an active and past Benchmarking Committee Chair and Board member of the Network of Academic Corporate Relations Officers (NACRO) organization and the University Industry Development Program (UIDP) both of which contribute greatly to best in class practices in holistic corporate relations. DARYL WEINERT / Associate Vice President for Research University of Michigan Daryl oversees the operations of the Office of Research and Sponsored Programs, which facilitates the development of sponsored research and other government- and industry-funded programs at U-M. Prior to serving in this role, Daryl was the founding executive director of the University of Michigan s Business Engagement Center. Under his leadership, the BEC grew rapidly and now oversees institutional relationships with more than 1,000 companies. A graduate of a combined degree program at U-M, Weinert holds a bachelor of arts degree in economics and a bachelor of science degree in industrial and operations engineering. Before joining U-M in 1999 as director of corporate relations in the College of Engineering, he was director of procurement strategy at Aon Corp. in Chicago. 8

9 HOTEL RESERVATIONS The conference will be held at: Sheraton San Diego Hotel & Marina 1380 Harbor Island Drive San Diego, CA To reserve your room, call Please indicate that you are with the group to receive the room rate of $199 + $12/ night resort fee for single or double occupancy, plus applicable tax. A room block has been reserved for the nights of August 2 and 3, Reservations must be made by July 3, There are a limited number of rooms available at the conference rate. Please make your reservations early. Sheraton San Diego Hotel & Marina is located on San Diego Bay offering panoramic views and easy access to the historic Gaslamp District, Seaport Village, the San Diego Convention Center, the San Diego Zoo and many other great attractions. Enjoy the beautiful views of the San Diego city skyline, bay and marina at our hotel near the San Diego airport. Transportation: The Sheraton San Diego Hotel & Marina provides complimentary San Diego airport shuttle service to/from the San Diego International Airport. The courtesy airport shuttle arrives every minutes from 4:45am - 12am, seven days a week. Please call to arrange your San Diego airport shuttle transportation. 9

10 PLEASE FAX ALL REGISTRATION PAGES TO: 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, breakfast, lunch, and access to the networking reception on Monday, breakfast on Tuesday, as well as refreshments and snacks throughout the conference. Best Values Conference Workshop Conference + Post-Conference Workshop - $1495 USD ($500 surcharge for corporations) # of attendees Conference only - $1195 USD ($500 surcharge for corporations) # of attendees Post-Conference workshop only - $395 USD # of attendees Total Total Total ATTEND AS A TEAM remember, when 2 members of the same institution register, a 3rd registration is 1/2 off. EARLY BIRD PRICING Postmarked on or before July 17, For registrations postmarked after July 17, 2015, an additional $100 fee per registrant applies. Visit our website to register online: 10

11 PLEASE FAX ALL REGISTRATION PAGES TO: CONFERENCE REGISTRATION INFORMATION Print Name Job Title Institution/Organization What name do you prefer on your name badge? Address City State/Province Zip/Postal Code Country Telephone IF THIS CONFERENCE PARTICIPANT HAS ANY DIETARY OR ACCESSIBILITY NEEDS, PLEASE LIST THEM IN THE SPACE BELOW. WE WILL DO OUR BEST TO ACCOMMODATE THESE NEEDS. How did you hear about this event? ( from AI, ACPA, colleague forwarded , The Chronicle, etc.) If you would like us to send a copy of your registration confirmation or receipt to someone else, please complete this section ADDITIONAL CONTACT INFORMATION Additional Contact Name Contact Phone Additional Contact Additional Contact Title EMERGENCY CONTACT INFORMATION Emergency Contact Name Emergency Contact Phone 11

12 PLEASE FAX ALL REGISTRATION PAGES TO: PAYMENT METHOD We accept Visa, MasterCard, and American Express 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:, 4601 DTC Blvd., Ste. 800, CREDIT CARD Name on Card Account Number Billing Address Billing City Billing State Billing Zip Code/Postal Code Exp. Date Security Code (last 3 digits on the back of Visa and MC or 4 digits on front of AmEx) CHECK/INVOICE AMOUNT TO CHARGE: My check is included and covers registration(s) Check # Please invoice me, Purchase Order # (PO # not required to receive invoice) FREE HIGHER ED NEWS AND ANALYSIS Each conference registration includes a subscription to Higher Ed Impact, a free industry scan of news, trends, and research on higher education, delivered in an easy-to-scan . Higher Ed Impact (HEI) includes: (Check the boxes for the editions you would like to sign up for) HEI: Daily Pulse impactful news, trends, and practices, sent daily HEI: Weekly Scan the week s most critical news, with analysis of top stories and trends, sent on Fridays HEI: Monthly Diagnostic practical takeaways addressing a strategic challenge facing institutions of higher ed, sent 9-12 times/year List the names of the registrants you d like to sign up: Note if you do not provide any names in the above space, all attendees will be signed up for the options selected. 12

13 ACADEMIC IMPRESSIONS CANCELLATION AND REFUND POLICIES 100% SATISFACTION PROMISE SATISFACTION PROMISE We want you to be satisfied with your learning experience. If the program you purchased fails to meet your expectations, please contact us within 30 days and let us know. We ll credit the full amount you paid toward another AI program that may better fit your needs. CONFERENCES For in-person conferences, substitute registrants are welcome and may be named free of charge at any time. If you cancel 8 weeks or more prior to the first date of the conference, you will receive a full refund, less a $ service charge per attendee. If you cancel within 8 weeks of the first date of the conference, you are not entitled to a refund. However, as a courtesy, we will allow you to apply your payment, less the service charge, toward a future purchase within one year from the date you cancel. Your payment is transferable to another person from your institution if you wish. Please note that if you do not attend and you do not contact us in advance to cancel as described above, you are responsible for the entire payment. In case this event is cancelled, liability is limited to a refund of the registration fee only. ONLINE TRAININGS CONSISTING OF AT LEAST ONE LIVE TRAINING DATE You will receive a full refund (less a $75 service charge) if you cancel 8 weeks or more prior to the first live training date. If you cancel within 8 weeks of the first live training date, you are not entitled to a refund. But as a courtesy, we will apply your payment (less a $75 service charge) towards a future purchase within one year from the date you cancel. Your payment is transferable to another person from your institution if you wish. You may name a substitute primary participant free of charge at any time prior to the first live training date. If available, you may switch the live training format to a self-paced format (such as a CD-ROM Recording or On-Demand Download) free of charge. (Shipping charges will apply to CD-ROM Recording orders outside the U.S. or Canada.) ONLINE TRAININGS WHICH ARE PURELY SELF-PACED All sales are final. No cancellations or refunds are provided. RECORDINGS, ON-DEMAND DOWNLOADS, MONOGRAPHS AND OTHER PUBLICATIONS All sales are final. No cancellations or refunds provided. 13

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