Schedule of Events

Schedule of Events

August 3–6, 2024
Grand Geneva Resort and Spa
Lake Geneva, Wisconsin

The Big Ten Fund Raisers Institute (BTFRI) is an intensive retreat where leading professionals gather to explore emerging challenges and trends in higher education philanthropy. At this conference, you will learn proficiencies for meeting common goals and share stories of successful practice.

Unless otherwise noted, all sessions will be led by BTFRI Faculty.

Rod Kirsch: Faculty, BTFRI
Consulting Vice President, Grenzebach Glier+ Associates

David Lively: Dean, BTFRI
Vice President, Alumni Relations and Development, Northwestern University

Lynette L. Marshall: Faculty, BTFRI and former Dean, BTFRI (2015-2022)
President and CEO, The University of Iowa Center for Advancement

James H. Moore, Jr.: Faculty, BTFRI
President/CEO, University of Illinois Foundation

Alison Traub: Faculty, BTFRI
Executive Director of Development and Alumni Relations, University of Cambridge

Rhea Turteltaub: Faculty, BTFRI
Vice Chancellor, External Affairs, UCLA

 

Schedule of Events

(All sessions will take place in the Linwood Ballroom unless otherwise noted)

Saturday, August 3

4-5:30 p.m. Conference Registration
Location: Grand Geneva Resort and Spa Lobby
6:30 p.m. Opening Reception and Dinner
Location: Links patio (if inclement weather, Linwood Ballroom)

Sunday, August 4

7:45 a.m. Breakfast available
8:20-8:30 a.m. Welcome and Opening Remarks
8:30-10:00 a.m. Changing Landscape of Higher Education
Presenter: Rod Kirsch
10:00-10:15 a.m. Break
10:15-11:15 a.m. Fundraising from the Perspective of University Leadership
Presenters:
Chancellor Jennifer Mnookin, University of Wisconsin-Madison
Alisa Robertson, President and Chief Advancement Officer, Wisconsin Foundation & Alumni Association
11:15 a.m.-12:00 p.m. Break
12:00-1:15 p.m. Luncheon with Faculty-Hosted Table Topics
  • Jim Moore
  • Lynette Marshall
  • Alison Traub
  • Rhea Turteltaub
  • Rod Kirsch

Location: Breakout Rooms

1:15-1:30 p.m. Break
1:30-2:30 p.m. Cultivating Campus Partnerships
Presenters: Lynette Marshall, Rhea Turteltaub, Alison Traub and Jim Moore
2:30-2:45 p.m. Break
2:45-3:45 p.m. Planning and Executive Campaigns
Moderator: Rod Kirsch
Panel: BTFRI Faculty
3:45-5:55 p.m. Free Time
5:55 p.m. Meet in hotel lobby for a group photo
6:10 p.m. Depart Grand Geneva by bus
6:30 p.m. Lake Geneva Dinner Cruise

Monday, August 5

8:30-10:00 a.m. Managing Fundraises Using Data
Presenter: David Lively
10:00-10:15 a.m. Break
10:15-11:45 a.m. Diversity, Equity, and Inclusion (DEI), “Panel of Practitioners”
Moderator: Lisa G. Williams, Executive Director of DEI, Northwestern ARD
Presenters: Mark Gaines, Vice President of Development, Indiana University Foundation
Jacqueline Gatson, Assistant Vice President of Advancement for DEI, Purdue for Life Foundation 
Chelsey Megli, HR Director, John Hopkins University
11:45 a.m.-12:00 p.m. Break
12:00-1:15 p.m. DEI Break Out Discussions over Lunch
Led by DEI Panelists
Location: Breakout Rooms
1:15-1:30 p.m. Break
1:30-2:30 p.m. Principal Gift Fundraising
Presenter: Rod Kirsch
2:30-2:45 p.m. Break
2:45-3:45 p.m. Storytelling and Presenting Our Case for Support
Presenters: Rhea Turteltaub, Jim Moore
3:45-6:50 p.m. Free Time
6:50 p.m. Meet in lobby
6:55 p.m. Depart by car to informal dinners (organized groups)
7 p.m. Dinner with faculty
Location TBD

Tuesday, August 6

7:45 a.m. Breakfast available
8:20-8:30 a.m. Welcome and Opening Remarks
8:30-10:00 a.m. Leadership Lessons: Understanding the Numbers in Higher Education
Moderator: Rhea Turteltaub
Panel: BTFRI Faculty
10:00-10:15 a.m. Break
10:15-11:45 a.m. Managing in your career
Moderator: Jim Moore
Panel: BTFRI Faculty
11:45 a.m.-12:00 p.m. Break
12:00-1:15 p.m. Lunch with Faculty Hosted Topics
  • Jim Moore
  • Lynette Marshall
  • Alison Traub and Rhea Turteltaub
  • Rod Kirsch

Location: Breakout Rooms

1:15-1:30 p.m. Break
1:30-2:30 p.m. Navigating Competitive Markets and Evolving Talent Dynamics in 2024
Presenter: Deb Taft, Chief Executive Officer and Co-Owner, Lindauer
2:30-2:45 p.m. Break
2:45-3:45 p.m. Conversation with a Donor
Presenters: Andrew Code, Chair, Iowa Center for Advancement Board of Directors, in conversation with Lynette
3:45-5:55 p.m. Free Time
5:55 p.m. Meet in lobby
6 p.m. Depart Grand Geneva by bus
6:30 p.m. Closing Dinner, Pier 290