Teaching & Speaking
USC Rossier School of Education
Doctor of Education: Program in Organizational Change and Leadership
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Fundamentals of Creativity, Innovation and Entrepreneurship
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Creativity of the Brain
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Identifying the Problem
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Mindsets and Discovery Skills
Risk-Taking and Failure -
Associational Thinking
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Questioning
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Being an Observer
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Networking for Ideas
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Experimentation
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Pitching New Ideas
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Strategic Communications and Change Management
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Organizational Leadership Communication and the Self
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Organizational Communication Dynamics – Micro-Level Complexities
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Strategies to Build Communication Skills and Capacity
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Elements of Public Speaking
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Craft of Effective Communication
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Imagination, Spontaneity, and Risk Taking in Communication
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Stakeholder Communication Model of Change
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Motivation, Communication, and Leadership Effectiveness in Organizational Change
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Communication Process and Strategies for Organizational Change
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Communication Processes -Process of Communication During Change
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Where Theory and Practice Intersect: Redesigning Your Organization for Effective Communication
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Economics & Finance of Organizational Change
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Budgeting for Change
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Accounting and Balance Sheets
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How Micro-Economics Influences Change
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Organizational Structures
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Implementing Change
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Cost-Benefit Analysis
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Cost-Effectiveness Analysis
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Cost-Utility Analysis
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Research: Qualitative and Quantitative Practices
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Research: Conducting Field Studies
Select Manuscripts
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Seizing Opportunity: Development Services Strategic Plan
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Advancement Infrastructure Assessment
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Supporting Collaborative University Fundraising Through Advancement Services
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Knowledge Management Manual for Development Services
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Development Department Training & Development Program Plan
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Donor Relations and Communications Assessment
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University Alumni Survey Analysis & Action Plan Alumni Strategies
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Innovation Tool Chest
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Academic Coaching Practices for Students with Learning Disabilities and Learning Differences in Higher Education
Presentations
Advancement Services, Operations & Leadership
Core operations, staffing, leadership, and advancement services strategy.
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Leading Advancement Development Operations (aasp)
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Leading the Advancement Operation (aasp)
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The Role of the Operations Leader in Healthcare Philanthropy (AHP Madison Institute)
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Supporting Fundraising in a Large Shop (aasp)
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Building the promise of continuous innovation (CASE Institute for Senior Advancement Services Professionals)
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Talent Management (AHP Madison Institute)
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Finance & Budgeting (AHP Madison Institute)
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Advancement Services Staffing in a Post-COVID World (Meeting of The Minds)
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Combining the Leadership & Management Practice (Meeting of the Minds)
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Advancement Services: Advancing Your Career (aasp)
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Advancing Your Career (aasp)
Technology, Digital Fundraising & AI
Digital tools, AI, systems, and technology-enabled philanthropy.
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Leveraging AI in Philanthropic Programs (AHP Madison Institute)
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Digital Philanthropy (AHP Madison Institute)
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Integration: Rapid Expansion of Technology Solutions (aasp)
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Competing for Philanthropy: Maximizing e-Philanthropy (CASE Institute for Senior Advancement Services Professionals)
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Information Overload: Evolving Systems, Evolving Constituents (CASE Institute for Senior Advancement Services Professionals)
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Cloud Computing and the Challenges of Shared Services (CASE Institute for Senior Advancement Services Professionals)
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Technology on a Budget (CASE Institute for Senior Advancement Services Professionals)
Data, Analytics, Reporting & Governance
Data quality, reporting, analytics, and governance for fundraising decisions.
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Data Governance and Technology (AHP Madison Institute)
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Data Reporting, Business Intelligence & Analytics (AHP Madison Institute)
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Business Rules vs. Data Standards (aasp)
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Business Rules vs. Data Standards (CASE Institute for Senior Advancement Services Professionals)
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Data Standards vs. Business Rules (CASE Gift and Records Workshop)
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CASE Reporting and Mgt Guidelines (CASE Gift and Records Workshop)
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Data Monitoring Audits for Optimal Gift Management (aasp)
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Leveraging Alumni Survey Data & Analytics for Engagement (CASE DRIVE)
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Maximize Surveys to Capture Valued Data and Analytics (aasp)
Change Management, Strategy & Communications
Planning, communications, and leadership practices for successful change.
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Strategic Communications: Leadership Practices for Successful Change Management (Meeting of the Minds)
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Strategic Communications: How to build a plan for successful change (aasp)
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Change Management, Mergers, Leadership Changes (AHP Madison Institute)
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Navigating Shifting Direction Without Waiting for Certainty (aasp)
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Campaign Planning…A Never Ending Story (CASE Institute for Senior Advancement Services Professionals)
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Justifying the Campaign (aasp)
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Creating Presentations with Impact (aasp)
Donor Relations, Stewardship & Constituent Engagement
Donor stewardship, engagement, and relationship management.
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Donor Relations & Advancement Services: Building a Strong Partnership (aasp)
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Stewarding Philanthropy: Constituent Relationship Management (CASE Institute for Senior Advancement Services Professionals)
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Data Sensitive Donor Relations Strategies (aasp)
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Donor Relations: Maintaining Strong Relationships (Rice University, Glasscock School of Continuing Education)
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Supporting the Donor Relations Function (aasp)
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Targeted Constituent Relations (CASE Institute for Senior Advancement Services Professionals)
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Intimate Touch: New Campaign Paradigm (CASE Institute for Senior Advancement Services Professionals)
Prospect Research, Prospect Management & Cultivation
Prospect identification, cultivation, management, and research.
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Prospect Management & the CRM Advantage (CASE, District VIII)
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Partnering Across Advancement to Enhance Prospect Management (CASE Institute for Senior Advancement Services Professionals)
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Prospect Management Approaches (aasp)
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Focus on the Best: Purpose Driven Cultivation (aasp)
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Mining Data: Prospecting for Potential (CASE Institute for Senior Advancement Services Professionals)
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Prospecting for Potential (CASE Institute for Senior Advancement Services Professionals)
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The Implications of Social Media Information for Fundraising and Prospect Research (CASE Webinar)
Gift Management, Gift Processing & Compliance
Gift acceptance, processing, documentation, and compliance.
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Gift Processing and Acceptance (CASE Gift and Records Workshop)
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Gift Processing 101 (CASE Gift and Records Workshop)
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Donor Commitment & Gift Acquisition: Securing the Gift (CASE Major Gift Strategies)
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Data Monitoring Audits for Optimal Gift Management (aasp)
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Records Retention & Document Imaging (CASE Institute for Senior Advancement Services Professionals)
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How to best submit information to Charity Navigator & Candid (Meeting of the Minds)
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Grateful Patient Fundraising: An Operational Approach (AHP Madison Institute)
Annual Giving, Alumni Engagement & Email Marketing
Broad-based fundraising, alumni outreach, email, and social media engagement.
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Prospecting for Potential: Annual Giving Strategies (Meeting of the Minds)
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Email Campaign to Reach Young Alumni (iModules Summer Sizzler)
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Increasing Your Email Open Rates (aasp)
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Increasing Your Email Open Rates (iModules Summer Sizzler)
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Applied Social Media Strategies (CASE Institute for Senior Advancement Services Professionals)
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Social Media: Opportunities & Challenges (CASE Institute for Senior Advancement Services Professionals)
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Social Media: Opportunities & Challenges (CASE Gift and Records Workshop)
Competitive Positioning, Campaigns & Peer-to-Peer Fundraising
Campaign strategy, competitive positioning, peer fundraising, and major gift efficiency.
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Competing for Philanthropy (Meeting of the Minds)
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Tools of Engagement - Competing for Philanthropy (Meeting of the Minds)
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Tools of Engagement: Competing for Philanthropy (CASE Major Gift Strategies)
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Peer-to-Peer Fundraising Readiness: Opportunities, Challenges, & Best Practices (The Woodmark Group)
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Prevailing over Campaign Budgeting Challenges (CASE Institute for Senior Advancement Services Professionals)
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Caught up in Paperwork: Streamlining Processes for Major Gift Officers (CASE Major Gift Strategies)
Healthcare Philanthropy
Healthcare fundraising, grateful patient philanthropy, and donor pipelines.
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Patients, Physicians, Providers, Policies and Pipeline: Healthcare Forum (Meeting of the Minds)
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Peer-to-Peer Fundraising Readiness: Opportunities, Challenges, & Best Practices (The Woodmark Group)
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The Role of the Operations Leader in Healthcare Philanthropy (AHP Madison Institute)
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Digital Philanthropy (AHP Madison Institute)
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Talent Management (AHP Madison Institute)
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Change Management, Mergers, Leadership Changes (AHP Madison Institute)
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Grateful Patient Fundraising: An Operational Approach (AHP Madison Institute)
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Finance & Budgeting (AHP Madison Institute)
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Leveraging AI in Philanthropic Programs (AHP Madison Institute)
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Data Governance and Technology (AHP Madison Institute)
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Data Reporting, Business Intelligence & Analytics (AHP Madison Institute)