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NWAIS Conferences, Workshops and Events

The Road Ahead: Advancement for 2023 and Beyond

Date: Thursday - February 10, 2022
Time: All Day
Location: Dumas Bay Centre
Full Day, In-person Workshop for Development Professionals



The Road Ahead:

Advancement for 2023 and Beyond

Workshops and Roundtables to Navigate a Changing Advancement Landscape




February 10, 2022 ~ 9:00-4:30pm


 In-Person Workshop






Who Should Attend

This practical workshop is intended for development professionals serving k-12 schools of all types and missions. Educational and operational leaders who support this work will also benefit from the course. Attendees are encouraged, but not required to attend in teams.




Over the course of the day attendees will engage in a series of workshops and round table conversations, all of which are designed to facilitate networking and peer-to-peer discussion. The day is intended to be a reset and recalibration. Together we will examine the lay of the land, the road ahead and reconnect with colleagues who we have not been able to share space with for far too long. Attendees will be invited to stay for an evening reception to continue to the conversations and celebrate being together!




9:00-9:30         Welcome

9:30-10:30       Forecasting the Annual Fund: 2022 and Beyond

10:30-10:45         Break

10:45-11:20         Annual Fund Roundtable

11:30-12:30         Lunch

12:30-1:30         What Does an Equitable And Inclusive Advancement Office Look Like?

1:30-2:05         Visioning Exercise

2:05-2:15         Break

2:15-3:15         Key Data for Small Teams: How Much Can One Person Raise, Anyway?



Workshop Descriptions


Forecasting the Annual Fund: 2022 and Beyond

This session provides a critical look at what’s happening in schools in annual giving and parent and alumni participation. The session will also look at both anecdotal and statistical trends that will likely impact advancement work in the next 12-18 months, along with implications for school leadership and sustainability.


Annual Fund Roundtable

What are you doing differently to ensure your annual fund meets or exceeds goals this fiscal year? What has worked well for you this year? Have you considered front-loading your annual fund? What qualitative or quantitative trends have you observed in the past semester?


What Does an Equitable And Inclusive Advancement Office Look Like?

DEI is not just the work of an individual or team within the school community. It is imperative that externally-focused offices understand how to contribute to the school's goals, fostering belonging for all constituents. It can be daunting to know where and how to begin. Looking through CASE's lens of integrated advancement, this session explores how to be more equitable and inclusive in Fundraising, Alumni Relations, and Communications. With actionable steps and key questions with which to examine your own office, this session enables you to begin your path to being an anti-racist development team.


Visioning Exercise  

Working in school-teams or individually, use the graphic organizer provided to clearly delineate your school’s mission, vision, goals, strategies, tactics, and KPIs. Lean into the difference between mission and vision, and understand clearly what you can measure to keep your vision moving forward.


          Key Data for Small Teams: How Much Can One Person Raise, Anyway?

Looking at data from a number of sources, this session looks at the capacity of teams and individuals to raise funds. Facing common questions of “how much can I do with a small team,” “what can we do on our budget?” and “what are realistic goals?” this session will seek to answer difficult questions facing teams of under 5, and provide key points for Heads and Boards to consider when setting appropriate fundraising goals alongside their Directors of Advancement.



Facilitator: Ann Snyder, Director, Independent Schools, CASE



Ann Snyder has served as Director of Independent Schools at CASE since March of 2020. Prior to joining CASE, she was Director of External Affairs at Stuart Hall School in Virginia, a day and boarding school founded in 1844. With more than a decade of experience in student and family marketing, school leadership, enrollment, fundraising, and external affairs, Ann is a seasoned school leader and industry expert. A frequent speaker and group facilitator on an international stage, Ann has a proven track record of coaching schools to meet ambitious goals. In her time at Stuart Hall, she brought a corporate sensibility and entrepreneurial mindset to increase revenue by nearly 20% in her first three years, further the school’s mission, achieve historic results in capital and annual giving, streamline the school’s external offices, manage and direct international enrollment and fundraising strategy, and develop strategy for the school’s first significant marketing efforts. From implementing the School’s first comprehensive customer relationship management tool and associated campaign to increasing leads by over 300% to managing donor relationships in over 23 countries, Ann understands first hand the complexities of a high profile and complex advancement program.


Ann’s other areas of professional experience include corporate marketing and business development, nonprofit management and strategic visioning, and comprehensive organizational analysis.


In her role at CASE, Ann serves as the industry insider, expert, and thought-leader for schools globally. Professional facilitation and speaking engagements include serving as a key speaker and collaborator for the Canadian Association of Independent Schools, the National Association of Independent Schools (US), the Association of American Schools in South America, and regional associations throughout the United States.



Location: Dumas Bay Centre

3200 SW Dash Point Rd • Federal Way, WA 98023

The Workshop will take place at the lovely Dumas Bay Centre, located between Seattle and Tacoma, with easy access to major highways and Sea-Tac International Airport.




NWAIS Attendees:

Early Bird (For registrations completed by January 6, 2022) : $175

Regular (For registrations completed after January 6, 2022) : $225


Non-NWAIS Attendees: $275



To receive the early bird discount registrations must be completed through the online registration system by the appropriate deadline. NWAIS schools are now able to qualify for the early bird rate if their registration is complete by the deadline and they have noted that payment will follow by check. For non-member schools and those paying by credit card, online registrations must be completed by 11:59pm on the deadline date.


Cancellation Policy

Substitutions may be made any time prior to the conference. Written cancellations received by February 3, 2022 are eligible for a refund after a $25 cancellation fee. Cancellations received after February 3, 2022 are ineligible for any refund.






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