Advancement Officers Conference

Conference Pricing

Early Bird Deadline: August 11, 2023

Members (On-Site): $400 per person ($350 Early Bird)
Members  (Virtual Via Zoom): $150
Non-Members (On-Site): $600 per person ($550 Early Bird)
Non-Members (Virtual Via Zoom): $250


Virtual Pricing Includes:

Full engagement in 1 1/2-day program, including Q&A
Access to video recordings of presentations post-conference
Access to all conference resources


On-Site Pricing Includes:

Full engagement in 1 1/2-day program, including Q&A
Networking/Fellowship with attendees & presenters
Access to video recordings of presentations post-conference
Two night’s lodging at the adjacent Hilton Garden Inn
6 meals & refreshments [Begins with dinner on 9/11, ends with lunch on 9/13]
Access to all conference resources

Program Overview

Download Program Schedule


Presenter: Terry Munday, Retired VP for University Advancement | Indiana Wesleyan University
Overview: The bread and butter of every advancement team is the Annual Fund. It produces the steady and growing stream of donations that bridge the gap between tuition revenue and the cost of students’ education. Consider new and creative initiatives that could grow your Annual Fund with a distinguished advancement leader.

  • Turning your annual fund from good to great
  • Creating a sense of urgency in the annual fund
  • Using the annual fund to cultivate major and planned gifts
  • Segmenting and using a personalized ask for greater returns
  • Producing great results with annual fund metrics



Presenter: Keith Bishop, Vice President of Strategic Partnership Development | Vanguard College
Overview: Advancement work is an intentional and intensely relational ministry. It’s about knowing and caring for the people whom God brings into engagement with our institution. Not just their giving, but their motivations and values. And relationships can be both enduring and fragile. So, what are wise spiritual insights into ways God can help us both enhance and renew the important relationships within our care.

  • Identifying and owning our donor relationships – an intentional strategy
  • Exploring ways to prayerfully nurture and enhance enduring relationships
  • Understanding and repairing broken donor relationships
  • Developing an effective partnership between the president and the advancement team



Presenter: Clay Perkins, Executive Vice President | Financial Planning Ministry
Overview: Does your advancement team effectively engage in planned giving . . . or just make excuses? Your Annual Fund strategy include BOTH immediate donations AND planned giving goals? If not, what are the obstacles you need to overcome in order to make this happen. What are the typical barriers institutions face to including legacy gift solicitations in their Annual Fund strategy and events?

  • Grasping the incredible potential of wealth transfer through planned giving
  • Thinking through the launch and integration of planned giving in your advancement strategy.
  • Overcoming typical obstacles (and excuses) for engaging in planned giving
  • Setting appropriate goals and managing the strategy for legacy gifts



Presenter: James Candido, Account Executive | Blackbaud
Overview: Every effective advancement team has a carefully orchestrated plan to identify new donors and gracefully lead current donors to deeper engagement including renewing lapsed donors. Moves management is the expression for this fundraising art. Walk through the mechanics of this work and review the effectiveness of your own strategy to most effectively serve your donors. Hear the insights from a distinguished professional.

  • Seeing the big picture – effective management of your donor base
  • Knowing the essentials of moves management – how it can work
  • Integrating moves management into your fundraising strategy
  • Getting organized – setting goals, making assignments



Presenter: Pat McLaughlin, CEO | The Timothy Group
Overview: The greatest opportunity for expanding your advancement work, engaging more donors, raising more money, and advancing the institution’s mission . . . is a well-planned and executed capital campaign. This calls for a prudent understanding of the nature of a campaign and especially the important role of your major donors. Refresh your thinking of the proven principles of major donor engagement and what a successful campaign entails. Prepare for this with the insights from a highly successful campaign consultant.

  • Knowing the anatomy of a successful campaign – all the parts and pieces
  • Working the 5 Step Process of major and mega donor engagement
  • Executing the plan – major donor identification, screening, and solicitation
  • Leading the campaign – total team engagement



Overview: Discuss the most pressings advancement/fundraising issues you are facing with both the panel of presenters and attendee affinity groups. Create a draft of your Personal Action Plan based on the most significant and urgent issues you should address following the conference.

Conference Faculty

Keith Bishop


Vice President of Strategic Partnership Development
Vanguard College

Dan Flatt - Blackbaud


Enterprise Sales Manager
EFP Solutions

Pat McLaughlin


The Timothy Group

Terry Munday


Retired VP for
University Advancement
Indiana Wesleyan University

Clay Perkins


Executive Vice President
Financial Planning Ministry

Frequently Asked Questions

Is lodging included in the registration fee?

YES, for on-site attendees2 nights, including arrival the evening before the conference begins.

Can I request for additional hotel nights?

YES The ABHE group rate is $120/night.  You can qualify for our group rate three days prior and three days post conference.  You can request and pay for your additional hotel nights during the registration process.  All reservations must be made and managed by the ABHE office as it is part of a group reservation.  This includes changes to existing reservations.  Email with any questions or updates to existing reservations.

Is airport shuttle service available?

YES! Complimentary shuttle service is available from the Orlando International Airport (MCO). To request the complimentary shuttle to the Hilton Garden Inn:

  • Call the hotel for shuttle pickup – 407-240-3725
  • Take airport elevator to level 1 – ground transportation
  • Go through the sliding doors
  • Stand at either A4 (A Side) or B4 (B Side) for pickup
Where is the hotel located in relation to the ABHE Conference Center?

The Hilton Garden Inn is directly across the street from the ABHE Weber Center (located in the Citadel I Building – Suite 130).

Are meals included in the registration fee?

YES for on-site attendees, including 6 meals and all snacks/beverages.

Are scholarships available?
YES for on-site attendees – limited scholarships are available.  Please email your request to with an explanation of your financial need.
What is your Cancellation Policy?
In the event of either virtual or on-site registration cancellation, fees paid in advance are refundable – less a $50.00 service charge per person, provided written notice is received by ABHE no later than three weeks prior to the event. No refunds will be granted after that date. E-mail notification will suffice. Please e-mail to request a refund. There are no refunds provided for no-shows.
How do I CANCEL a person on my registration?
You may log back into your registration form at any time with your confirmation number to make any cancellations, or contact to have your registration cancelled.

Executive Leadership Training Logo

Growing institutions are led by growing leaders. Consider engaging in the Executive Training Program specifically designed for advancement leaders in ABHE. Delivered over two years including over 36 workshop presentations in seven areas of leadership competency and capacity. You can review the certification program details HERE. Enroll in the program today!

Questions regarding the certification program can be directed to David Medders, Executive Vice President.

Hilton Garden Inn

For those attending the Conference On-Site, the ABHE staff will make a hotel reservation for you. Please indicate your room type/preference when you register for the conference.The Hilton Garden Inn is located 1 mile from the Orlando International Airport.

Hilton Garden Inn – Orlando Airport
7300 Augusta National Drive
Orlando, FL 32822
(407) 240-3725


To request complimentary shuttle service:

  • Call the hotel for shuttle pickup – (407) 240-3725
  • Take airport elevator to level 1 – ground transportation
  • Go through the sliding doors
  • Stand at either A4 (A Side) or B4 (B Side) for pickup

Conference Staff

David MeddersDavid Medders
Executive Vice President



Carol Dibble

Carol Dibble
Chief of Staff & Director of Communications-Events




Darby Blanchard

Darby Blanchard
Digital & Administrative Services Coordinator