Advancement Conference 2025
August 13-14, 2025
UW-Stevens Point Campus
Business and Leadership, See Stevens Point Offerings, See Wausau Offerings
​​​​Advancement Conference August 13-14, 2025

Wednesday, August 13 - Thursday, August 14, 2025 ​

​Dreyfus University Center, UW-Stevens Point

​Registration is open!​

​​Details

Join us for the UW Systemwide Advancement and Foundations Conference—an opportunity for sister campuses to connect, exchange ideas, and strengthen their advancement and development skills. The event will feature dynamic guest speakers, panel discussions, and valuable networking with colleagues from across the UW System.​​

​Registration Information

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Registration closes on ​August 6, 2025.

Facilitating ADA support is important to UWSP. Reasonable accommodations for people with disabilities will be provided if requested at least four weeks in advance of the conference. Please contact UWSP Continuing Education at uwspce-conf@uwsp.edu

Presenter Information

​Sara Giacalone

​​Sara Giacalone​Sara Giacalone leads the Central Stewardship team at the Wisconsin Foundation and Alumni Association (WFAA), bringing nearly two decades of experience in advancement and operational strategy. Known for building sustainable systems that empower teams and enhance donor engagement, Sara combines strategic insight with technological fluency and brings a deep commitment to relationship-building. Since joining WFAA in 2013, she has driven innovation across stewardship and fundraising operations. Prior to her work in higher education advancement, Sara managed operations and marketing efforts for non-profit and industry associations in Chicago, including the Association for Corporate Growth, Legal Marketing Association, and Organization Development Network.



Mike Knetter

​​Mike KnetterMike joined the Wisconsin Foundation and Alumni Association as president and chief executive officer in 2010 and now serves as a senior advisor on the WISIMCO team. Prior to joining WFAA, Mike spent eight years as dean of the Wisconsin School of Business. Preceding his time at UW, he was an associate dean and professor of international economics in the Tuck School of Business at Dartmouth. He also served as senior staff economist for the Council of Economic Advisers for former presidents George H. W. Bush and Bill Clinton.




Chelsea Lamego

Chelsea Lamego Photo

Chelsea founded FundMiner after working within Advancement Operations for five years at the University of Texas at El Paso. She oversaw gift administration and compliance functions, database and reporting team, gift processing management, budget, and HR functions. 





​Kendra Loper

Kendra Loper

With over 25 years of experience in non-profit and higher education leadership, Kendra is dedicated to fostering organizational growth through mission-driven collaborations, operational efficiency and impactful messaging. Known for her curiosity, she is a lifelong learner combining new knowledge with her expertise in team development, mid-level and major gift fundraising, board development, strategic planning and marketing. Kendra’s true passion lies in growing organizations, driving improvements in processes and building team effectiveness to maximize mission impact. In her spare time, you’ll find her snuggling with her Great Dane or exploring beautiful beach locations around the world with her husband. She uses too many exclamations in her emails and has never met an Oxford comma she liked.


Christina Makal McCaffrey

Christina Makal McCaffreyAssistant Vice Chancellor of Development, University of Wisconsin, Milwuakee







Chris Moore

Chris MooreChris joined WISIMCO in 2021 and serves as the Deputy Chief Investment Officer. Previously, he served as the Chief Investment Officer for Not-for-Profit at Mercer. Prior to Mercer, Chris had various roles in consulting and fixed income portfolio management. Chris holds an MBA from the John M. Olin School of Business at Washington University in St. Louis and a bachelor’s degree in biochemical engineering from University of Missouri. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.




Chris Patton

Chris Patton

Chris Patton, a graduate of UW–River Falls, was appointed Interim Vice President for University Relations for the Universities of Wisconsin effective September 1, 2024.  Previously, he served as Vice Chancellor for Administration and Finance at UW–Platteville and as Deputy Secretary of the Wisconsin Department of Administration. He has also held roles as Administration Operations Director at Epic Systems and as Policy Director to Governor Jim Doyle.​​





Jeff Schreifels

Jeff Schreifels Photo

Jeff Schreifels is the Principal and Owner of Veritus Group, a global consulting agency specializing in major gifts and mid-level fundraising strategy. With over 30 years in the nonprofit sector, Jeff is a pioneer of relationship-centered fundraising. Under his leadership, since 2009 Veritus has helped increase mid and major gift revenue and decrease donor value attrition for hundreds of non-profits worldwide that have adopted the “Veritus Way” of mid and major gifts. 


Jeff is co-author of the award-winning Passionate Giving Blog, a regular contributor to NonProfit Pro, and author of two bestselling books, It’s Not JUST About the Money and It’s Not JUST About the Donors. 
A sought-after speaker, Jeff has delivered keynotes at top conferences like the Association for Healthcare Philanthropy International Conference and London’s Chartered Institute of Fundraising Convention. Jeff’s passion for empowering nonprofit leaders with actionable strategies has earned him a reputation as a trusted advisor driving meaningful change in the sector.


Joel Spiess

Joel Spiess Photo


Joel P. Spiess, MS, serves as the inaugural Director of Student Scholarships at UW-Milwaukee. He advances a coordinated and strategic approach to maximize available scholarship funding to impact the enrollment objectives of the institution positively.

 





​Kari Stokosa

Kari StokosaKari Stokosa serves as the Associate Vice President of Prospect Development and Decision Support at the Wisconsin Foundation and Alumni Association (WFAA). In this role, Kari leads teams responsible for delivering strategic, data-informed insights that drive fundraising effectiveness and donor engagement. With a strong foundation in analytics and organizational strategy, Kari has been instrumental in advancing WFAA’s use of predictive modeling, donor capacity and readiness scoring, as well as integrated data systems. Her leadership has helped shape how prospect development supports major gift officers, ensuring that data is not only accessible but actionable. Known for her strategic thinking, Kari excels at connecting big-picture goals with implementation details. She is recognized for her ability to build strong cross-functional relationships, and as a leader who his both hands-on and forward-thinking.



Quinn Williams

Quinn Willimas Photo

Quinn Williams has served as General Counsel for the University of Wisconsin System since December 2017. Quinn graduated from the University of Wisconsin-Madison in 2002 with a B.A. ​and earned his law degree from Marquette University Law School in 2006. Quinn served as a Staff Attorney at the Department of Natural Resources from 2007 to 2012, then as an Attorney Section Supervisor from 2012 to 2015, and finally as a Chief Counsel from 2015 to 2017, with a wide area of focus, including the statutory and constitutional framework and federal and administrative regulations applicable to the operation of public agencies, litigation management, employment, real estate, trademark, copyright, intellectual property, ethics, contract and procurement, public records, open meetings, risk management, disability, discrimination, bankruptcy and collections.

Wednesday, August 13, 2025​​


1:00 - 4:15 p.m. | Preconference

​1:00 - ​2:30 p.m. | The Veritus Way

Presenter: Jeff Schreifels, Principal, Veritus Group​ and Kendra Loper, ​​Director of Client Services, Veritus Group

An introduction to the Veritus Way, highlighting the shift from transactional to relational fundraising and an overview of the 7 Pillars.

2:45 - 4:15 p.m. | Caseload Development & Donor Strategy

Presenter: Jeff Schreifels, Principal, Veritus Group​ and Kendra Loper, ​​Director of Client Services, Veritus Group

Covers the essentials of caseload development, including tiering, touchpoint planning, and setting strategic goals.

3:30 - 4:15 p.m. | Informational Sessions

​FindMiner ​​Information​ Session

Presenter: Chelsea Lamego, CEO and Co-Founder, FundMiner

Wisconsin Investment Management Company (WISIMCO)​ ​Information Session

​Presenter: Mike Knetter, Senior Advisor and Chris Moore, Chief Investment Officer, WISIMCO​​

5:00 - 8:00 p.m. | Reception and Dinner

Off campus reception with a cash bar starting at 5 p.m. followed by dinner at 6 p.m.​​

F​​ood and Farm Exploration Center​
3400 Innovation Drive, Plover​

Thursd​ay, August 14, 2025​​​


8:30 a.m. - 12:00 p.m. | Welcome and General Session

8:30 a.m. - 8:45 a.m. | Welcome and General Session​s

8:30 - 8:45 a.m. Welcome by Cindy Weber and Vice Chancellor William Broussard, UW-Stevens Point

8:45 - 9:30 a.m. | Being the Bridge to Discover the Joy of Fundraising ​

Presenter: Jeff Schreifels, Prinicpal, and Kendra Loper, ​​Director of Client Services, Veritus Group​​

​9:30 - 10:15 a.m. | Aligning Student Scholarship and Advancement Services to Increase Impact. ​ 

Presenter: Joel P. Spiess, Director of Student Scholarships and Christina Makal McCaffrey, Assistant Vice Chancellor of Development​, UW-Milwaukee

10:30 - 11:15 a.m. | Streamlining Stewardship and Donor Engagement with Copilot​ 

Presenter: Sara Giacalone, Wisconsin Foundation & Alumni Association 

This session will explore practical ways to use Copilot for stewardship and donor engagement tasks, from drafting follow-ups and reviewing impact reports to supporting leadership communications. You'll leave with actionable tips, AI resources and a fresh perspective on how emerging tech can streamline your work.

11:15 a.m. - 12:00 p.m. |  Use It or Lose It: Why Fund Management Matters

Presenter: Chelsea LamegoCEO and Co-Founder, FundMiner

Every dollar raised is a promise made—yet too often, that promise breaks down after the gift. In this session, we’ll explore how strong fund management practices safeguard donor intent, drive mission-aligned spending, and build long-term trust. You’ll leave with practical strategies and tools to ensure funds are not only compliant, but fully utilized.

12:00 - 1:00 p.m. | Lunch Break

12:00 - 1:00 p.m. | Lunch  - Alumni Room


1:00 - 4:15 p.m. | Breakout Sessions

Advancement Services Track

​1:00 - 1:45 p.m. | Scaling Prospect Development ​​

Presenter: Kari Stokosa, AVP – Prospect Development & Decision Support, Wisconsin Foundation & Alumni Association 

This session will share ways to support the Advancement Lifecycle with data from the viewpoint of Prospect Development at a large organization, with an eye towards what can be done on a smaller scale.

1:45 - 2:15 p.m. | Building Best in Class Fund Management Program in Five Practical Steps 

Presenter: Chelsea Lamego, CEO and Co-Founder, FundMiner​

We’ll unpack five practical steps to build a best-in-class fund management program that connects financial integrity with meaningful stewardship. Whether you're just getting started or ready to optimize, you'll leave with proven strategies to elevate your operations.

2:30 - 3:15 p.m. | Aligning Student Scholarships and Advancement Services to Increase Impact - A More Detailed Discussion​ 

Presenter: Joel P. Spiess, Director of Student Scholarships and Christina Makal McCaffrey, Assistant Vice Chancellor of Development​, UW-Milwaukee​​​​​

3:15 - 4:00 p.m. | Universities of Wisconsin Presentation

Presenter: Quinn Williams General Counsel and ​Chris Patton Interim Vice President for University Relations

Universities of Wisconsin relationship with UW Foundation and open discussion.

​MGO/Fundraising Track

1:00 - 2:30 p.m. | Permission-Based Asking

​​​Presenter: Jeff Schreifels, Prinicpal, Veritus Group​ and Kendra Loper, ​​Director of Client Services, Veritus Group

An interactive session centered on permission-based asking, supported by a participant workbook.

2:45 - 4:15 p.m. | Crafting Compelling Donor Offers

Presenter: Jeff Schreifels, Prinicpal, Veritus Group​ and Kendra Loper, ​​Director of Client Services, Veritus Group​

An engaging, hands-on session focused on developing donor offers that resonate—also supported by a workbook.

4:15 - 4:45 p.m. | Closing Remarks

Closing Remarks and Reception


​​ ​

Lodging

Hotel Information - Updated July 9, 2025 

Cobblestone Hotel & Suites​​
1117 Centerpoint Drive, Stevens Point, WI 54481

The Cobblestone Hotel room block under UWSP Foundation for Wednesday, August 13, 2025, is currently full.
For questions or to check for cancellations, please call the hotel directly at 715-343-0522.

Additional Nearby Hotel Options​​​

Thank you to our sponsors!

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