Management and Leadership Summit
for Senior Professionals
October 25–26, 2007
Hotel Marlowe
Cambridge, Massachusetts
Program Description
The APRA Management and Leadership Summit for Senior Professionals is an exciting new program that brings together distinguished university scholars and leading development consultants and practitioners in a program to help you achieve your greatest potential through effective leadership development, team management, and strategic, big-picture thinking. This intensive two-day seminar will focus exclusively on proven executive management practices, business intelligence models and topics, and relevant industry issues and challenges facing senior development research, data analysis and information management practitioners. As an advanced professional development program, this intensive seminar is targeted to experienced directors and seasoned managers willing to not only learn but to prepare, interact and participate fully in course readings, panel discussions and group case study analysis.
This program is designed for individuals with significant responsibilities for managing high-functioning teams and units or stepping up into a new role requiring proactive leadership, strategic planning and implementation capabilities, and solid critical thinking and management expertise.
Program Highlights
Developing Your Leadership Potential
- Leading Teams to Excellence
- Leading Change / Change Management
- Speak Like a Leader: Developing an Effective Communications Style
Human Resource Management
- The Five Dysfunctions of a Team Management Workshop
- Recruiting, Hiring and Motivating Staff
- Coaching to Improve Dysfunction and Performance
- Legal Responsibilities of Managing Employees and Conflict Resolution
Business Intelligence
- Goal Setting, Benchmarking and Performance Management
- Trends, Tools and Advancements in Technology Solutions
Issues, Trends and Opportunities
- Measuring Return on Investment in Fundraising
- Strategic Positioning of Development Research, Data Analysis and Information Management
- Donor Privacy: Navigating Emerging Laws and Managing Data Security Concerns in a Data-Driven Electronic Age
Who Should Attend
- Vice presidents and/or senior directors of advancement services, research and/or data and information technology systems and services
- Directors and managers of research, prospect management and reporting, development services and/or data and information technology systems and services
- Directors and managers of human resources and strategic planning within a development operation
- Campaign managers and fundraising department heads
- Fundraising and development services consultants
About the Faculty
David Eberly
David Eberly is Director of Prospect Research and Management at Children’s Hospital Trust, Boston. During his more than 25 years in the fundraising field, David has divided his time between higher education and health care. David served as Director of Research at Tufts University; Director of Development Services at the Harvard Medical School; and Director of Resource Development at Harvard’s Kennedy School of Government, before returning to the research field in 2003 at Children’s Hospital. In addition to his staff time, David has consulted for institutions in higher education, health care, and other member organizations.
David currently sits on the HIPAA Steering Committee of Children’s Hospital. He is a past president of the New England Development Research Association and the recipient of its Ann Castle Award.
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Cynthia Ingols, PhD
Cynthia Ingols, Associate Professor of Management, Simmons School of Management, is an experienced professor, consultant and researcher who specializes in the ways individuals lead and organizations negotiate their environments. At the Simmons School of Management, Ingols teaches Leading Organizational Change and Career Strategies in the MBA program and Strategic Leadership for Women in the Executive Education program. As a consultant, she has focused on developing interactive executive education programs, coaching professionals to enhance their leadership potential and conducting diagnostic work to promote change in organizations. Recently, she worked with Harvard University in a five-part practicum about how to successfully lead change across the university.
A dedicated researcher, Ingols has been published in leading journals and has co-authored books on career management including Take Charge of Your Career (2005), and A Smart, Easy Guide to Interviewing (2003).
Mark Marshall
Mark Marshall is a senior associate in Bentz Whaley Flessner's Minneapolis office. With 17 years of institutional advancement experience, he brings a strong background in major and planned gifts, alumni relations, and campaign strategy to clients.
Before joining the firm, he served as Vice President for Development and Alumni Relations at William Mitchell College of Law in St. Paul, Minnesota. Previously, he was Director of Development for Special Programs at the University of Minnesota's Medical Foundation. He also served as Director of Alumni Relations and Special Projects at the Medical Foundation, and was a member of the advancement team at Marian Catholic High School in Chicago.
Marshall holds a bachelor's degree from St. Olaf College in Northfield, Minnesota, and has completed his MBA. He has been a presenter and has served in volunteer capacities for CASE and the Minnesota Planned Giving Council.
Bill McGoldrick
During his 35 year career in educational advancement, Bill McGoldrick has built a reputation as a successful professional, an outstanding teacher, an entertaining speaker and valuable consultant. McGoldrick has consulted at many of the finest universities in the United States, United Kingdom, Canada and Australia, providing board, volunteer and staff training; campaign planning and counsel; campaign readiness studies; advancement program planning and assessment; retreat facilitation; and alumni relations and communications program reviews. His skills, experience and passion for education led him to join Sue Washburn in establishing Washburn & McGoldrick Inc. in 1995.
McGoldrick served Rensselaer Polytechnic Institute as Director of Development for five years and as Vice President for 11 years leading the alumni relations, communications and development programs as well as two campaigns that secured more than $260 million.
He has been active regionally, nationally and internationally with the Council for Advancement and Support of Education (CASE) and has served on CASE's Board of Trustees. He is also active as a Board member for various community organizations. He has served two terms as a member of the Board of Directors of the Siena College Alumni Association and is currently a member of Siena College's Board of Associate Trustees.
McGoldrick earned a bachelor's degree from Siena College and holds a master's degree from Syracuse University. He served two years as Public Affairs Officer in the United States Navy.
Barbara Tannenbaum, PhD
Barbara Tannenbaum is President of Dynamic Communication and Senior Lecturer in the Department of Theatre, Speech and Dance at Brown University. During more than 20 years of consulting, she has advised development professionals, salespeople, judges, lawyers, politicians, financial professionals, doctors and countless others about how to communicate with power to maximize effectiveness. Her work includes executive development seminars and personal coaching at leading organizations including Lehman Brothers, Morgan Stanley, Merrill Lynch, Genentech, CVS, The International Monetary Fund and Yahoo! In addition, she has provided communications training for development officers at the Museum of Fine Arts Boston, Harvard University, Princeton University and Brown University. Projects such as these have earned Tannenbaum many professional and academic honors, including Providence Business and Professional Women’s Businesswoman of the Year and numerous outstanding professor of the year awards.
Tannenbaum earned her doctorate degree in communication studies with a minor in social psychology at the University of Massachusetts, Amherst.
Jon Thorsen
Jon Thorsen is Director of Advancement Services at The Nature Conservancy. Before joining the Nature Conservancy, he led development resources groups for organizations including Princeton University and the American Red Cross. Thorsen is a regular presenter with APRA, Council for Advancement and Support of Education (CASE) and the Association of Fundraising Professionals (AFP). In addition to his speaking engagements, he has authored numerous published articles about the fundraising profession.
Thorsen is a former APRA President and received the coveted Distinguished Service Award in 1999.
Download the symposium brochure.