01
AI-Enabled Advancement Operating Model
How major gift officers, intelligent portfolios and human plus AI productivity work together.
November 5 and 6, 2026
The Program
Two days. Twenty institutions. One enterprise redesign.
The People
The room is the curriculum.
Forty senior leaders working alongside operators from inside Fundmetric, AI experts and specialists in data infrastructure.
Sessions are led by advancement practitioners actively building what they describe, from institutions at the frontier of AI adoption in production. They bring practical scaffolding the room can put to work.
Mark Koenig
Vice President of Technology and Chief Innovation Officer
Oregon State University Foundation
Joseph Kender
Senior Vice President, University Relations
Saint Joseph's University
Dr. Hawken Brackett
Vice President of Advancement Operations
University of Tennessee Foundation
Brady Crook
Vice President for University Advancement
Fresno State University
The machine learning expertise at Fundmetric is top notch. Their support team is flexible and focused on helping organizations such as ours manage the pain points and change management that migrating to a “brave new normal” holds.
at Oregon State University FoundationAdvancement 2035
02
Decision Intelligence and Institutional Strategy
Adopting AI as an enterprise capability.
03
Personalization and Alumni Engagement
The right experience, for the right person, at the right moment.
Discover and DefineThursday, November 5, 2026
TimeSession
11:30 AMRegistration
12:00 PMNetworking Lunch and Launch Activity
1:00 PMWelcome to the Lab
1:30 PMFundmetric Innovation Studio
2:00 PMDesign Studio 1
3:15 PMNetworking Break
3:45 PMPractitioner Provocations
4:45 PMDesign Studio 2
6:30 PMReflective Time
7:00 PMHosted Dinner Conversations
EveningInformal Gathering
Design and DeliverFriday, November 6, 2026
TimeSession
7:30 AMBreakfast and Networking
8:30 AMMorning Kickoff
9:00 AMDesign Sprint 1
11:00 AMBreak
11:15 AMDesign Sprint 2
12:30 PMNetworking Lunch
1:30 PMSynthesis and Path Forward
2:30 PMRoadmap Studio
4:00 PMConclusion and Closing
At Central Washington University, engagement means understanding people. Not just their demographics, but also what truly motivates their connection to CWU. With Fundmetric, we gain deeper insights that help us craft meaningful stories, delivered to the right audience at the right moment through the most effective channels. This is not just a smart strategy. It is a genuine connection. And it is how we build enduring support for CWU's future.
at Central Washington UniversityAdvancement 2035
Hold your seat.
Each institution sends two participants. Attendance is by invitation. Selection is built for strategic peer density, not logo diversity.