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 Foundation
Advancement 2035
What Is.
Day One frames the forces reshaping advancement and what AI is actually doing inside the practice right now. Plenary framing on advancement as an enterprise leadership function and the questions presidents and boards are asking advancement to answer for. The day closes with a featured talk on AI-native institutional strategy and a facilitated dinner conversation on what holds advancement back from leading at the institutional level.
What Can Be.
Day Two is the Advancement Studio. Participants enter a simulated future advancement office and work through guided design sprints across four tracks.
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.
04
Employer and Workforce Integration
Advancement plus career outcomes, industry partnerships as revenue and relevance engines.
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 University
Advancement 2035
Hold your seat.
Each institution sends two participants. Attendance is by invitation. Selection is built for strategic peer density, not logo diversity.