Jan
13
2025 Winter Week of Learning - January 13-17, 2025
Monday, January 13 |
7:00 am - 4:00 pm
EST
Save the date for the 2025 Winter Week of Learning! This event, scheduled for January 13-17, 2025, will be held at The Forum. Please register here.
Jan
13
Advancement CRM Update: Countdown to Launch
Monday, January 13 |
9:00 am - 10:00 am
EST | Week of Learning
With the Advancement CRM launching in the year ahead, this session is your roadmap to readiness. Discover the latest updates, understand the critical milestones ahead, and find out how you can play a pivotal role in this transformative journey. Equip yourself with the knowledge to maximize the system's potential from day one, ensuring your organization is at the forefront of advancement technology.
Jan
13
APT: Advancement Technology Overview
Monday, January 13 |
11:00 am
EST | TBD
Please note: Time will be updated as we get closer to the event.
Jan
13
Advancement CRM: The Future of Data and Reporting
Monday, January 13 |
10:30 am - 11:30 am
EST | Week of Learning
This session promises to demystify advanced reporting features, showcasing how integrations with Salesforce Lightning and Tableau can transform raw data into strategic insights. Learn how to leverage these tools for smarter decision-making, enabling your organization to not just meet but exceed its strategic objectives through data-driven strategies.
Jan
14
Advancement CRM: The Future of Data and Reporting
Tuesday, January 14 |
1:00 pm - 2:00 pm
EST | Week of Learning
This session promises to demystify advanced reporting features, showcasing how integrations with Salesforce Lightning and Tableau can transform raw data into strategic insights. Learn how to leverage these tools for smarter decision-making, enabling your organization to not just meet but exceed its strategic objectives through data-driven strategies.
This session is also offered on Monday at 10:30am.
Jan
14
Measuring Impact: Tracking Events the UVA Advancement Way
Tuesday, January 14 |
1:00 pm - 2:00 pm
EST | Week of Learning
Get an exclusive preview of UVA’s new Advancement Events data framework and discover how it will transform event planning, execution, and evaluation across our community. This session will introduce key fields, compliance expectations, and best practices for tracking and measuring event data. You’ll learn how to capture essential insights, assess impact, and enhance future engagement strategies—all in preparation for the upcoming Advancement CRM migration. Don’t miss this chance to stay ahead of the curve and optimize your events for success.
Jan
15
Advancement CRM Update: Countdown to Launch
Wednesday, January 15 |
9:00 am - 10:00 am
EST | Week of Learning
With the Advancement CRM launching in the year ahead, this session is your roadmap to readiness. Discover the latest updates, understand the critical milestones ahead, and find out how you can play a pivotal role in this transformative journey. Equip yourself with the knowledge to maximize the system's potential from day one, ensuring your organization is at the forefront of advancement technology.
This session is also offered on Monday at 9am.
Jan
15
Prospect Management at UVA – Updates and DO Metrics
Wednesday, January 15 |
10:30 am - 11:30 am
EST | Week of Learning
Stay ahead of the curve with updates to UVA’s Prospect Management Policy. This session will outline streamlined processes,updated development officer metrics, revised guidelines, and role-specific responsibilities tied to the new Advancement CRM. Gain insights into improved prospect tracking and best practices to enhance your effectiveness and consistency across teams.
Jan
15
Advancement CRM: Previewing Constituent Profiles
Wednesday, January 15 |
1:00 pm - 2:00 pm
EST | Week of Learning
Get a sneak peek at the enhanced constituent profiles in UVA’s new Advancement CRM. This session will highlight transformative features designed to simplify your user experience, making it easier to find what you need and manage data more efficiently.
This session is eligible for credit toward the Administrative Professionals Training certificate program.
Jan
15
Advancement CRM: Future Ready Portfolio Management
Wednesday, January 15 |
2:30 pm - 3:30 pm
EST | Week of Learning
Step into the future of portfolio management with Advancement CRM. See firsthand how this tool will streamline your fundraising efforts, from prospect tracking to proposal management, all accessible on your mobile device. This session ensures you're equipped to manage your portfolio anytime, anywhere.
Jan
16
Lessons Learned Luncheon - CRM Go Live!
Thursday, January 16 |
11:30 am - 1:00 pm
EST | Week of Learning
CRM go-live is not just about flipping a switch; it is about orchestrating an entire symphony of technology, people, and processes. Each hiccup a lesson, every success a milestone. Join this session with colleagues from other universities who have launched their CRM. Together, we'll explore how, with the right crew, preparation, and mindset, the journey to CRM success is not just possible, it's rewarding.
This session in conjunction with the Friday BASECAMP ADVANCEMENT CRM: Early Adopters Workshop is eligible for 3 credits toward the Administrative Professionals Training certificate program.
Jan
16
Advancement CRM: Revolutionizing Stewardship
Thursday, January 16 |
1:00 pm - 2:00 pm
EST | Week of Learning
Step into a new era of donor engagement with Advancement CRM. This session will showcase how the CRM's new features can revolutionize how you steward donors, offering tools for better efficiency, communication, and relationship management. Be prepared to transform your stewardship approach for greater impact.
This session is eligible for credit toward the Administrative Professionals Training certificate program.
Jan
17
BASECAMP ADVANCEMENT CRM: Early Adopters Workshop
Friday, January 17 |
8:30 am - 12:00 pm
EST | Week of Learning
Secure your spot among the trailblazers! On Friday, January 17, closing out our Week of Learning, immerse yourself in the future of our Advancement CRM with this exclusive post-conference workshop.
Hands-On Exploration: As an early adopter, you'll receive one-day access to our CRM sandbox, offering you a unique opportunity to interact directly with the system. Bring your laptop so you can explore!
Expert Guidance: Engage in guided tours through the new Advancement CRM and quick demos, where you'll:
Learn the Lingo: understand some of the terminology that will become second nature in your daily operations;
Navigate with Ease: get acquainted with the interface, exploring profiles and learning how to navigate and utilize key features;
On the Go: get a sneak peek of the mobile app.
This session in conjunction with the Thursday Lessons Learned Luncheon - CRM Go Live! is eligible for 3 credits toward the Administrative Professionals Training certificate program.
Feb
19
February Collaboration Day
Wednesday, February 19 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
Feb
19
APT: CRM Process Changes Overview and Team Readiness
Wednesday, February 19 |
10:00 am - 11:00 am
EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
Feb
19
APT: Excel: Go-To Formulas and Short Cuts for Advancement Work
Wednesday, February 19 |
10:00 am - 11:00 am
EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
Feb
19
CRM Process Changes Overview and Team Readiness
Wednesday, February 19 |
10:00 am - 11:00 am
EST
CRM Process Changes Overview and Team Readiness Training Session
Mar
19
March Collaboration Day
Wednesday, March 19 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
Mar
19
APT: Current Topics in Tech: Data Integrity & AI
Wednesday, March 19 |
10:00 am - 11:00 am
EST | Old Ivy Hall (OIH)
Current Topics in Tech: Data Integrity & AI
Mar
19
APT: Get Started Learning Salesforce
Wednesday, March 19 |
10:00 am - 11:00 pm
EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
Apr
16
April Collaboration Day
Wednesday, April 16 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
Apr
16
APT: CRM Reports Overview
Wednesday, April 16 |
10:00 am - 11:00 am
EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
Apr
16
APT: Project Management
Wednesday, April 16 |
10:00 am - 11:00 am
EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
May
21
May Collaboration Day
Wednesday, May 21 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
May
21
APT: Fiscal Year End & Gift Processing: Key Reminders and What’s New
Wednesday, May 21 |
10:00 am - 11:00 am
EST | Old Ivy Building (OIB)
Please note: Time will be updated as we get closer to the event.
May
21
APT: Preparing for CRM: Update for Administrative Professionals
Wednesday, May 21 |
10:00 am - 11:00 am
EST | Old Ivy Building (OIB)
Please note: Time will be updated as we get closer to the event.
Jun
18
June Collaboration Day
Wednesday, June 18 |
8:00 am - 5:00 pm
EST
Join us for Collab Day at Old Ivy! On the third Wednesday of each month, University Advancement hosts Collab Day. This is an opportunity for our team to gather, learn, and work together. If you are a remote team member traveling to Charlottesville, please reserve your room using this form.
Jun
18
APT: UA Travel/Finance/Procurement
Wednesday, June 18 |
10:00 am - 11:00 am
EST | Virtual
Please note: Time and virtual meeting details will be updated as we get closer to the event.