On-Demand Sessions

$114.00

Advancement Services Summit Session – The Show Must Go On: A Panel Discussion On Operations 032023-2

In a live show, audience members may never know what exactly is going on behind the scenes. Beyond the curtain, an entire ecosystem works together to ensure things go off without a hitch. Take that live show analogy and apply it to advancement shops. Among uncertainties, shortages, HR challenges and a plethora of other challenges- tax receipts, compliance, pipelines, governance and matters of privacy and legalities will always be attended to.

How are people managing these things? How exactly are people working to prioritize areas and workloads and what areas, can be saved for later?

To discuss these issues and more, CCAE is hosting a panel of professionals to discuss, how Operations “go-on” when other parts of the show, are showing fatigue.

Featuring:
Sarah Clarke, Director, Advancement Services, Carleton University
Sandra Gomez, Director of Prospect Research and Pipeline Development, University of Calgary
Emmy Okazawa-Bortolin, Senior Development Officer, NAIT
Sophia Reid, Associate Director, Operations, University of Waterloo

The conversation will explore;

  • How to proceed with increased demands while being short on staff
  • How to keep staff motivated and engaged when resources are low, and praise is scarce
  • Does any wiggle room exist within governance and compliance
  • How to work with other units to be efficient and prioritize effectively
  • How to stay up to date on legal issues – when it is NOT a strength.
  • Tools and resources that have helped
  • Operations and the hybrid work

Learning Objectives:

  • Hear different examples of how people are working to prioritize tasks and efficiencies in a state of need
  • Explore how to ensure governance and compliance don’t take a back seat when HR and staff gaps rear their heads.
  • Discover different techniques and approaches to similar tasks, ultimately, getting things done!

Advancement Services Summit Session – The Show Must Go On: A Panel Discussion On Operations 032023-2

In a live show, audience members may never know what exactly is going on behind the scenes. Beyond the curtain, an entire ecosystem works together to ensure things go off without a hitch. Take that live show analogy and apply it to advancement shops. Among uncertainties, shortages, HR challenges and a plethora of other challenges- tax receipts, compliance, pipelines, governance and matters of privacy and legalities will always be attended to.

How are people managing these things? How exactly are people working to prioritize areas and workloads and what areas, can be saved for later?

To discuss these issues and more, CCAE is hosting a panel of professionals to discuss, how Operations “go-on” when other parts of the show, are showing fatigue.

Featuring:
Sarah Clarke, Director, Advancement Services, Carleton University
Sandra Gomez, Director of Prospect Research and Pipeline Development, University of Calgary
Emmy Okazawa-Bortolin, Senior Development Officer, NAIT
Sophia Reid, Associate Director, Operations, University of Waterloo

The conversation will explore;

  • How to proceed with increased demands while being short on staff
  • How to keep staff motivated and engaged when resources are low, and praise is scarce
  • Does any wiggle room exist within governance and compliance
  • How to work with other units to be efficient and prioritize effectively
  • How to stay up to date on legal issues – when it is NOT a strength.
  • Tools and resources that have helped
  • Operations and the hybrid work

Learning Objectives:

  • Hear different examples of how people are working to prioritize tasks and efficiencies in a state of need
  • Explore how to ensure governance and compliance don’t take a back seat when HR and staff gaps rear their heads.
  • Discover different techniques and approaches to similar tasks, ultimately, getting things done!

$114.00