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UVA Advancement 2020 Week of Learning

8:30am EST

Community Networking Breakfast Abbott Auditorium

9:30am EST

Advancement Community Meeting: Ensuring UVA’s Future Through Campaign Success Abbott Auditorium

1:00pm EST

Best Practices for Your Digital Marketing Room 130Patrick W. Stanley Maximizing Events: Strengthening Senior Leaders’ Connections with Prospects and Donors Room 50Andrea Devine • Karen Rendleman • Rob Allen Charitable Gift Annuities 101 Room 120Frank Minton Data Doctors: Individualized Q&A (appointments recommended) Registration Table

2:15pm EST

The Brand Platform at Work: Designing within Honor the Future Room 130Travis Searcy Boost Your Social Wellbeing Room 140Sarah Patterson • Matt Fritts Charitable Gift Annuities 201 Room 120Frank Minton

3:30pm EST

Advancement Tech Stack 101 Room 130Lawanda Sanders • Tara Telfair • Joe Ruoto

9:00am EST

The Fast Pitch: Tell Your Story in 3 Minutes Abbott AuditoriumAndy Goodman

11:00am EST

MS Excel Pro-Tips (1st offering) Room 130Rob Allen • Andrew Harbin Marketing Cloud: Email Strategy A-Z (1st offering) Room 120Whitney Payton • Joni Capelle • Alex Saylor • Chris Zysk • Jennifer Burman • T. J. Zepp • Natalie Russell • June Drude • Miles Efron Data Doctors: Individualized Q&A (appointments recommended) Registration Table Unique Approaches for Enhancing Your Executive Presence Room 50Molly Shadel

1:00pm EST

Marketing Cloud: Journeys, Automations and Dynamic Content Room 120Alys Sink • Benjamin Walter • Mary Lynn Musser • Paige Bridges • Ryan Jackson Data Doctors: Individualized Q&A (appointments recommended) Registration Table Story of Self Private Dining RoomAndy Goodman

2:15pm EST

Marketing Cloud: Data Capture, Cloud Pages, and APIs Room 120Patrick W. Stanley • Caroline M. Kelly • Patrick Powell • David VanNoy

3:30pm EST

Event Management: EventBrite and Cvent (1st offering) Room 120Patrick Powell Data Deep Dive: Putting Tableau to Work for You and Your Team (1st offering) Room 50John Gulino

9:00am EST

Frontline Tech 360: Prospecting and Trips (1st offering) Room 140Andrew Westhouse • Jessica Robertson • Carrie Daniel • Tara Telfair Portfolio Lab: Individual Portfolio Reviews (appointments recommended) Registration Table Voluntold: Training and Motivating Volunteers at UVA Room 120Michael Goetz • Jessica Hamilton Get Your DMV REAL ID Room 30

10:15am EST

President Jim Ryan on Honor the Future Abbott AuditoriumJim Ryan

11:15am EST

Annual Giving Panel: Practical Strategies for Increasing Retention Room 130Leigh Ann Carver • Chris Zysk • Whitney Payton • Allison Reed Ready, Set, Go! Setting Performance Goals That Inspire Room 120Matt Caesar • Cindy Young Frontline Tech 360: Portfolio and Prospect Management (1st offering) Room 140Corley Raileanu • Cristal Schuelke • Tara Telfair • Adam Fentress

12:15pm EST

Put Your Best Foot Forward: Practicing Proper Etiquette Private Dining RoomSusan Laser

1:00pm EST

Data Doctors: Individualized Q&A (appointments recommended) Registration Table

2:00pm EST

Annual Giving Secrets Revealed: Using Data to Maximize Performance Room 130Chris Zysk • Meredith Gillet Fully Engaged: Leveraging our Campaign Through Volunteers Room 120Niles Eggleston On the Road Again: Making the Most of the EverTrue Trip Planning and Mobile App (1st offering) Room 140Olivia McLean • Meggie Herrlinger Portfolio Lab: Individual Portfolio Reviews (appointments recommended) Registration Table

3:00pm EST

From Onboarding to Agendas: Practical Strategies For Effective Volunteer Management Room 120Ken Kipps

3:15pm EST

Event Management: EventBrite and Cvent (2nd offering) Room 130Patrick Powell Taking Action in Evertrue (1st offering) Room 140Meggie Herrlinger

9:00am EST

MS Excel Pro-Tips (2nd offering) Room 30Rob Allen • Andrew Harbin The Psychology of Events Room 50Brenda Rodriguez EverTrue 101 Room 40Meggie Herrlinger Portfolio Lab: Individual Portfolio Reviews (appointments recommended) Registration Table

10:15am EST

Using MS Excel to Analyze Data from Tableau Room 30Andrew Harbin Can Event ROI Be Measured? Room 50Brenda Rodriguez On the Road Again: Making the Most of the EverTrue Trip Planning and Mobile App (2nd offering) Room 40Olivia McLean • Meggie Herrlinger

11:30am EST

Presentations: Honoring Our Brand Room 30Meg Walker • Marla Muntner

1:00pm EST

Frontline Tech 360: Portfolio and Prospect Management (2nd offering) Room 40Corley Raileanu • Adam Fentress • Cristal Schuelke • Tara Telfair Taking Action in Evertrue (2nd offering) Room 50Meggie Herrlinger Portfolio Lab: Individual Portfolio Reviews (appointments recommended) Registration Table

1:30pm EST

University Advancement Travel Policy & Chrome River Room 30Sarah Morgan • Treece Roach

2:15pm EST

Data Deep Dive: Putting Tableau to Work for You and Your Team (2nd offering) Room 50John Gulino Frontline Tech 360: Proposals (1st offering) Room 40Carrie Daniel • Andrew Westhouse • Arcadia Rodriguez-Ruiz

2:45pm EST

How to Plan a Great Meeting or Retreat Room 30Bina Hopkins

9:00am EST

Building Bridges: Increasing Cultural Awareness and Humility Private Dining RoomChristina Chang

1:00pm EST

Frontline Tech 360: Prospecting and Trips (2nd offering) Room 120Andrew Westhouse • Jessica Robertson • Carrie Daniel • Tara Telfair Partnering for Success: Advancement's Discovery Process Room 130Elizabeth Muse • Ellie Wood • Rachel Kimble • Olivia McLean • Arcadia Rodriguez-Ruiz Data Doctors: Individualized Q&A (appointments recommended) Registration Table Portfolio Lab: Individual Portfolio Reviews (appointments recommended) Registration Table

2:15pm EST

Marketing Cloud: Email Strategy A-Z (2nd offering) Room 130Whitney Payton • Joni Capelle • Alex Saylor • Chris Zysk • Jennifer Burman • Andrew Harbin • T. J. Zepp • Natalie Russell • June Drude • Miles Efron Frontline Tech 360: Proposals (2nd offering) Room 120Carrie Daniel • Andrew Westhouse • Arcadia Rodriguez-Ruiz

3:30pm EST

Campaign Celebration South Lounge, Darden