UA staff talking at a conference table
University Advancement

Training & Events

UA Collab Days

We dedicate the third Wednesday of each month to working in-person in our Charlottesville office, with an open invitation for all of our UA teammates, near and far. The monthly collaboration days provide opportunities for us to work together on mutual projects, to orient and learn, and to connect with each other. 

Filter By:
Mar
19
UA Collab Day

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
UA Collab Day, Tech Training

EverTrue & Tableau Office Hours

Wednesday, March 19 | 1:00 pm - 2:00 pm EST | Virtual on Zoom
Drop in office hours for help with ET and Tableau with Senior Associate Director, Shelby Bowen. Zoom Link
Mar
19
UA Collab Day, Tech Training

Advance Lab: Navigation and Creating Lists

Wednesday, March 19 | 2:30 pm - 3:30 pm EST | Conference Room 119, 2420 Old Ivy Road
Come join us for a 30 minute hands-on session of Advance. In this session we’ll be reviewing how to navigate Advance Web and practice creating and saving lists. Great for new hires. The last 30 minutes will be for drop-in hours.

Communities of Practice

Communities of Practice innovate and learn through discussions, joint activities, and sharing information and resources. Communities organize and operate uniquely to meet group needs and generally meet quarterly. Learn more.

Filter By:
Mar
19
Collab, Community of Practice, CRM Training

New Best Practices for Stewardship the UVA Way

Wednesday, March 19 | 1:30 pm - 2:30 pm EST | 2420 Old Ivy Road, Rooms 131/133
Join the Stewardship Community of Practice for a session on how the new CRM will equip the Advancement Community with better tools and practices for tracking our donor stewardship efforts. We’ll share how system enhancements will streamline endowment and impact reporting processes, create more meaningful and accessible records of stewardship touchpoints, and increase transparency—while also improving tracking in areas that haven’t been captured before.
Mar
19
UA Collab Day, Community of Practice

Share Your Gifts! Presented by the Stewardship Community of Practice

Wednesday, March 19 | 2:45 pm - 3:45 pm EST | 2420 Old Ivy Road, Rooms 131/133
Join us for a stewardship gift exhibit. Stewardship teams are tasked with continuing the relationship-building process with donors who have supported their mission. Gift giving is one of the many ways we make a connection and honor generosity. As we approach the campaign close, many stewardship teams are refreshing their gift inventory in preparation for an uptick in event give a ways as well as donor appreciation, custom, and branded gifts. Let’s collaborate and share our unique ideas. Please bring 1 or 2 proven winners or bring 1 or 2 new ideas you are excited to share. All examples will be exhibited in a show and tell type format.

Administrative Professionals Training (APT) Certification

Through the APT Certification Program, administrative professionals acquire new skills needed to be effective in their positions and expand existing skill sets that help grow their careers. Learn more about the program.

APT
Filter By:
Mar
19
APT Credit

APT: Excel: Go-To Formulas and Short Cuts for Advancement Work

Wednesday, March 19 | 9:00 am - 10:00 am EST | Old Ivy Hall (OIH)
Unlock the potential of Excel to supercharge your fundraising efforts! Designed for Advancement administrative professionals, this course will equip you with essential Excel skills to make your data work for you. By the end of this session, you'll be equipped with practical Excel techniques to streamline your data management, enhance your reporting, and ultimately boost your fundraising results. Transform your approach to data and unlock the full potential of Excel to drive your fundraising efforts to new heights! Note: This session is a repeat from Fall 2024. Location: Rooms 131/133, 2420 Old Ivy Road
Mar
19
APT Credit, CRM Training

APT: CRM Basecamp Hands-on!

Wednesday, March 19 | 10:15 am - 11:45 am EST | Old Ivy Hall (OIH)
Get ahead with this Advancement CRM training! Dive into the platform and build your confidence before our official launch later this year. In this interactive, hands-on session, you’ll get an early look at some key features, including Basic Navigation to help you feel right at home; List Views, which function somewhat like dynamic filters in EverTrue or Advance Lookups; and Corporate, Foundation, and Donor Advised Fund Records. This session combines valuable insights into the system with practical exploration, ensuring you're prepared for a smooth transition and equipped to hit the ground running once we go live. Don’t miss out on this opportunity to get a head start and feel confident navigating the new CRM! *Registration for this session closes on Friday, March 14 so we have time to set up your access.
Apr
16
APT Credit

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.
Apr
16
APT Credit, CRM Training

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.
May
21
APT Credit

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 Credit, CRM Training

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
APT Credit

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.

LEAD Manager Training Series

Filter By:

No events available.

Intro to Advancement at UVA

Intro to Advancement is offered several times throughout the year to new hires throughout the Advancement Community. Details are sent to our newest UA colleagues via email.

 

Questions?

Please contact Ashley Privott.

We look forward to seeing you!