Day Two

8:00 AM - 9:00 AM


Want one-on-one time with your customer success manager? Inspired by day one and have a great idea for our product team? Need to recover from karaoke with a power breakfast? Recap the evening and fuel up on breakfast with the EverCrew!

9:00 AM - 9:10 AM

RAISE 2019 Day 2 Kickoff: Brent Grinna, EverTrue

Had a late night at karaoke? Not to worry – Brent won’t be doing any cold-calling during this day two kick-off. But he will do a quick recap of day one and get us pumped up for the last few hours of RAISE awesomeness.

Speaker: Brent Grinna, Founder and CEO of EverTrue

9:10 AM - 9:40 AM

Panel 4: Putting the Giving Funnel Into Action

Last year, the Kansas State team left RAISE wanting to put the ideas they heard into action. Hear how they brought together a group of people to from across the Foundation to design and execute full-Giving Funnel projects –– with great results. Then go out and do the same at your institution.

Speakers: Sara Prince, Julie Craig, Susan Berhow, and Eric Holderness, Kansas State University

9:40 AM - 10:00 AM

Spotlight: Josh Hix, The Story of the Biggest Exit in Sharktank History

Josh Hix, former CEO of Plated, will tell us the full story of Plated; from its humble beginnings as a small company operating in one-room to its ultimate sale to Albertson’s for the biggest exit in Shark Tank history. Josh will teach us about the important shift in focus from chasing after new customers to retaining the ones you already have (and paying much more attention to the ones you used to have). Josh has lived through the “full funnel” experience, and he is here to tell us about the lessons he learned along the way.

Speaker: Josh Hix, Former CEO of Plated, Current World-Traveler

10:15 AM - 11:00 AM

Breakout Sessions: Round One


Metrics & Management: Skills to Lead your Gift Officers

Susan Armacost, University of Memphis

Susan’s team consistently outperforms goals. She’ll share her strategy for setting and measuring goals, helping gift officers exceed, and retaining top talent.

Location: Liberty Hall


EverTrue Adoption: Getting Your Team on Board

Aric Walton, Bowdoin College with David Pfaffenberger and Cheri Sillivan, St. Edward’s University

Aric, David, and Cheri will discuss how to lead change in your department and drive technology adoption.

Location: Singlo


Lessons Learned from a PhD in Leadership in Higher Education

Glenn Kosse, Bellarmine University

Glenn will share his major takeaways from studying the decline in young alumni participation rates, and how earning a PhD with a focus on fundraising has shaped his work.

Location: Salada


Data Analytics + The Human Element of Prospect Discovery

Julia Gallagher and Kate Chamberlin, Memorial Sloan Kettering Cancer Center

Julia and Kate will discuss their strategies for advanced prospect scoring and qualification.

Location: Celestial


The “Guru” Approach to Segmentation and Stewardship

Lynne Wester, Donor Relations Guru

Lynne will share non-traditional ways to connect with your constituents that will help build connections that result in more donations.

Location: Bigelow

11:00 AM - 11:30 AM

Snacks and Banter

11:30 AM - 12:15 PM

Breakout Sessions: Round Two


The Modern Advancement Tech Stack

Julie Featherstone, University of Virginia

Julie will discuss the modern advancement technology ecosystem and how UVA has embraced the best in class products based on current and future needs.

Location: Liberty Hall


New Technology: Making the Case

Chris Cannon, Zuri Group with Michael Felberbaum, Yale University

Chris and Michael will talk about tactics to gain user satisfaction and increase traction for advancement technology.

Location: Singlo


Is ROE the New ROI?

Chris Marshall, Graduway with Patrick Cole, Johnson & Wales University

Successful fundraising is a natural outcome of alumni engagement – but how can we measure it? Learn about measuring Return on Engagement (ROE) and how effective alumni engagement will increase your ROI.

Location: Salada


Running a Modern Volunteer Fundraising Program

Ellen Roof, University of Notre Dame

Ellen helped grow the ND Loyal peer-to-peer volunteer program by over 2,000 donors last year. She’ll share tips and tricks for starting and growing a volunteer program.

Location: Celestial


Always Be Closing: Sales Training for Gift Officers

Cece Bazar Aparo, Hoffman

CeCe will host a hands on sales training for fundraisers to learn how to handle objections, progress relationships more quickly, and navigate the “no”.

Location: Bigelow

12:30 - 12:50 PM

EverTrue Product Roadmap

Full steam ahead! Some members of the EverCrew will walk us through the EverTrue Roadmap. From increased accessibility, to enhanced portfolio management, to TrueView; we are here to break it down.

12:50 PM - 1:00 PM

Closing Remarks: Brent Grinna

A conference should inspire you, but it should also leave you with tangible takeaways that you can put into action when you get back to the office. (Like, on Monday.) This year’s RAISE is going to push you to rethink your current approach to your work, but we also promise to keep it real. At EverTrue, we are all about ROI. So, in exchange for “getting on our level” for two days in Boston, you will walk away with a clear vision of how you can bring advancement into the future. 

Speaker: Brent Grinna, CEO and Founder, EverTrue

EverTrue is now a CFRE Approved Provider! Learn more.