Be Bold A Campaign for Our Future
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We provide UT San Antonio's advancement professionals and academic leaders with a variety of custom trainings, professional development workshops, and collaborative experiences.
We will empower you to better understand the world of fundraising in higher education, offering expertise from UT San Antonio Advancement and Alumni Engagement and other entities.
We can strengthen our culture of philanthropy across the UT San Antonio community and further drive our university toward a bold future together.
Advancing Together
The UT San Antonio Advancement Institute offers education and training geared toward enhancing your skills as an Advancement and Alumni Engagement professional involved in all aspects of philanthropy and engagement.
Academic leaders and university partners are invited to participate in select professional development events throughout the year.
Signature Trainings
CliftonStrengths Workshops
Learn about your strengths as well as the strengths of your colleagues to help enhance communication, engagement, and overall job satisfaction.
One Team, One Future – AAE Integration Sessions
Participate in interactive sessions designed to strengthen collaboration across Advancement & Alumni Engagement. Topics will highlight institutional priorities, constituent insights, and opportunities for cross-team partnership, building a shared foundation for our future as one advancement organization.
Development Roundtable Topic Series
Join sessions covering a variety of topics such as managing donor portfolios, partnering with faculty members, discussing gift agreements with donors, and incorporating digital donor engagement.
Coffee & Courageous Conversations
Participate in engaging discussions that help build a sense of belonging for all employees while enhancing engagement, satisfaction and productivity.
Advancement Services Open House
Weekly open house hosted by members of Advancement Services. This session serves as an opportunity for AAE members to ask specific questions about NXT, portfolios, gift recording, and more. Specialized trainings will be offered periodically; topics will be shared in advance.
Join us for our upcoming
Signature Trainings
Faculty Resources
Upcoming Webinars
CASE® Monthly Membership Webinar
All UT San Antonio AAE employees have access to CASE. Participate in this session to maximize your membership. You’ll have the chance to ask questions directly to CASE staff and learn how to get more involved. Don’t miss this opportunity to unlock the full potential of your CASE membership!
Modality: Virtual
Wednesday, November 19, 2025
12:00 pm – 1:00 pm
CASE® Alumni Relations Coffee Chat: ToGather event (November)
The Alumni Relations Coffee Chat offers informal networking, providing a space to hear best practice examples from our community and discuss challenges, ideas and opportunities. These conversations are free and open to all CASE members.
Modality: Virtual
Thursday, November 20, 2025
7:00 am – 8:00 am
Campaigns in Context: Strategy, Structure, and Signals from the Field
Explore how educational institutions are rethinking campaign strategies in today’s shifting philanthropic landscape. Join CASE and Marts & Lundy for a timely discussion on donor engagement, campaign design, and resource constraints. We’ll dive into emerging models like micro-campaigns and engagement-led framing and unpack challenges such as top-heavy gift tables and alumni engagement. You’ll also get early insights from the CASE Insights on Campaigns survey and learn how your data can strengthen sector-wide understanding. This session offers practical strategies and peer-driven perspectives.
Modality: Virtual
Tuesday, December 02, 2025
12:00 pm – 1:00 pm
Philanthropy 2030: Emerging Trends, Opportunities, and Challenges for Advancement Programs
Colleges and universities are increasingly relying on philanthropy, as it offers limitless growth potential unlike other revenue sources. With mounting financial pressures in higher education, fundraising has become a critical solution. This evolving landscape demands that advancement professionals reflect, adapt, and innovate. By leveraging emerging trends, they can unlock greater philanthropic capacity. This webinar offers actionable insights you can apply with your teams immediately.
Modality: Virtual
Thursday, December 4, 2025
11:00 am – 12:00 pm
Creating Engaging, Value-Added and Effective Board Meetings
Creating board meetings that are engaging and value-added created more passion from and connection with your board members. We know that it’s important to connect them to your key goals, allow opportunities to provide insight, and to see what is happening on your campus. Gather together to talk about ways to make you board meetings more engaging and value-added, creating outcomes that are mutually beneficial for board members and your institution.
Modality: Virtual
Thursday, December 4, 2025
11:00 am – 12:00 pm
CASE® Charitable Giving and the New Tax Law Virtual Workshop
This session will focus on the new charitable giving provisions included in the One Big, Beautiful Bill Act and how these provisions will impact giving to schools, colleges, and universities. Participants will engage in small-group discussions to explore donor communication, development planning, and institutional adaptations. The program will highlight key tax law changes, provide opportunities to strategize for 2026, and share peer insights on navigating year-end giving.
Modality: Virtual
Friday, December 05, 2025
12:00 pm – 2:00 pm
CASE Insights on Generative AI in Advancement
Generative AI is transforming how integrated advancement is approached, offering new efficiencies and capabilities. This training explores benefits, challenges, and opportunities beyond tools like ChatGPT and Copilot. It highlights how AI, when used ethically and securely, can enhance advancement work. Participants will learn how to guide and integrate AI within their organizations. Practical advice will be shared on navigating both free and paid AI services.
Modality: Virtual
Monday, December 08, 2025
12:00 pm – 1:00 pm
CASE Presents: Creative approaches to increase engagement
Join the creative session on storytelling and brand-building in higher education. The teams at Warwick and Limerick will share how bold, authentic campaigns can strengthen institutional identity, connect diverse audiences and inspire pride. From innovative research storytelling to festive films and student-led social media initiatives, this session highlights how imagination and collaboration can drive powerful engagement and lasting impact.
Modality: Virtual
Wednesday, December 10, 2025
6:00 am – 7:00 am
Creating Engaging, Value-Added and Effective Board Meetings
Creating board meetings that are engaging and value-added created more passion from and connection with your board members. We know that it’s important to connect them to your key goals, allow opportunities to provide insight, and to see what is happening on your campus. Gather together to talk about ways to make you board meetings more engaging and value-added, creating outcomes that are mutually beneficial for board members and your institution.
Modality: Virtual
Wednesday, December 10, 2025
11:00 am – 12:00 pm
The Future of Alumni Engagement: Strategic Uses of CASE’s Alumni Engagement Metrics
See how data turns into action! We’ll kick things off with a powerful case study from a long-time participant in CASE’s Alumni Engagement Metrics survey, showing how consistent insights can transform strategy. Then, join breakout sessions by institution type where moderators will share quick success stories and spark lively discussions on how to make your engagement data work harder for you in the year ahead.
Modality: Virtual
Monday, December 11, 2025
11:00 am – 12:00 pm
CASE® Monthly Membership Webinar
All UT San Antonio AAE employees have access to CASE. Participate in this session to maximize your membership. You’ll have the chance to ask questions directly to CASE staff and learn how to get more involved. Don’t miss this opportunity to unlock the full potential of your CASE membership!
Modality: Virtual
Wednesday, December 17, 2025
6:00 am – 7:00 am
Alumni Relations Coffee Chat: Automating and analysing alumni data
Join CASE for an insightful session on using data to transform alumni relations and decision-making. The Erasmus team will share how they built a dynamic Power BI dashboard that integrates thousands of alumni records into one real-time platform, automated the majority of reporting tasks to free time for strategic engagement, and created a scalable tool that gives faculty and leaders transparent access to data-driven insights.
Modality: Virtual
Thursday, December 18, 2025
7:00 am – 8:00 am
On Demand Trainings
Council for Advancement and Support of Education (CASE) Resources
Access on-demand webinars, subject guides, samples, articles, and more.
Evertrue: 10 Ways AI will change Advancement
Learn about the impact that AI will have on your work in advancement.
Advancement Resources
Explore webinars, blogs, samples, and so much more to help enhance your work in advancement.
Other Resources
UT System Advancement Academy
Participate in professional development programs offered to all advancement professionals, from entry-level newcomers to senior executives.
UT San Antonio People Excellence Professional Development
Explore a variety of training on topics such as leadership, personal and professional development, computer skills, administrative skills, safety, and more. Sessions are offered in-person, virtually, and on-demand.
LinkedIn Learning
Access a variety of courses, explore best practices, and gain new knowledge.
Do you have suggestions for additional training topics?
Email our Senior Director of Advancement Talent Management, Genevieve Tobias, for more information.