An invitational convening

Advancement at the
Inflection Point

The Advancement Lab. November 5 and 6, 2026.
Omni Tempe Hotel at Arizona State University.

Twenty institutions. Forty senior leaders attending in pairs. A working session that designs the bridge from the next twelve months to 2035.

Nov 5 and 6, 2026 Tempe, Arizona By invitation
The moment

Incremental improvement is not the answer.

AI has compressed the gap between what institutions promise and what they can prove. Declining traditional revenue, rising ROI expectations, workforce disruption and generational shifts compound the pressure.

Advancement is the office that brings in the dollars that pay for research, financial aid and the institutional ambition every president talks about. It has been working with infrastructure that does not match its mandate. The for-profit world built modern data infrastructure twenty years ago. Most advancement offices have not.

You cannot connect the dots if you have not collected them.

The destination

Advancement 2035

The advancement office of the next decade looks fundamentally different from the one that exists today. Not in its tools alone but in how it is organized, how it operates and how it leads inside the institution.

Advancement can no longer be optimized as a set of functional disciplines. It evolves as an enterprise capability that integrates engagement, intelligence, partnerships and capital in service of institutional strategy.

The advancement leaders who move first will shape the category. The rest will be reorganized by it.
The leverage

Three Strategic Advantages

The advancement office sits on three structural advantages most institutions are not operating as enterprise capability. The Lab is built around them.

01

Philanthropic Capital

Advancement controls the only revenue line that grows with institutional ambition rather than enrollment. In a sector facing a relevance fight, that capital is the structural margin every president needs and few presidents have learned to deploy.
02

The Industry Bridge

Advancement holds the relationships with the employers, founders and category leaders whose endorsement defines what a research university produces. That bridge is leverage the provost cannot replicate. Industry is increasingly the body that defines the credential.
03

The Alumni Network

The institution's most durable constituency is owned by advancement. Every other unit has to borrow it. Treated as an enterprise asset rather than a fundraising list, it becomes the basis for engagement, employer integration and intelligence at scale.

The three advantages are connected. Industry defines what the institution produces. Philanthropic capital funds what industry credentials. The alumni network is the closed loop that compounds across both. Most institutions operate them as separate functions. The Lab tests how to operate them as one.

The output

You leave with both horizons.

Monday morning, the week you return
  • A defensible point of view on AI in advancement you can present to your president and your cabinet
  • A near-term plan with three to five moves you can run inside this fiscal year without new budget
  • A diagnostic that scores your office's data infrastructure against the institutions in the room
  • One-page artifacts for your CIO, your CFO and your board chair
The next three to six months
  • A role-based roadmap tied to your institution's AI readiness today and its position in 2035
  • Prototypes built by your Studio team and pressure-tested by peers
  • A First 180 Days institutional action plan
  • Membership in the Advancement Studio Network
The personal case

You walk back into your institution differently.

Most advancement leaders are still positioned as the people who raise the money. The strategic conversations about AI, data infrastructure, workforce design and institutional transformation are happening in the president's office, the provost's office and the CIO's office. Advancement is consulted late or not at all.

That is the wrong position. The advancement office sits closest to the community that speaks for the institution. It owns the data on alumni, donors, employers and the constituencies whose loyalty is the institution's structural moat. In a sector facing a relevance fight, that position is strategic, not operational.

The Lab gives you the language, the framing and the artifacts to take that argument back.

You go from the office that raises the money to the office that helps the president see around the corner.

Or

Not your seat to take? Put a peer's name forward.

If you know a leader who belongs in the room, nominate them. We reach out directly. No introductions required.

Hold your seat.

Each institution sends two participants. The advancement CEO or SVP. An innovation partner from inside the organization who can translate strategy into operating reality. Attendance is by invitation. Selection is built for strategic peer density, not logo diversity.

A thirty-minute briefing call confirms fit before invitation.