2024 Strategic Enrollment Planning Executive Forum

Explore enrollment and revenue from a campus leadership perspective

How do you create a strategic, data-informed plan that meets enrollment goals, diversifies revenue streams, and achieves long-term sustainability?

Register for the 2024 SEP Executive Forum to explore the answer to this question at one of the most trusted forums for campus leaders. Join experts and campus leaders in enrollment and advancement to explore key topics on enrollment and revenue diversification. We will dive into discussions about the fiscal, academic, and resource challenges that colleges and universities face today, and lay the foundation for a data-informed strategic enrollment plan that paves the way for your institution’s growth and longevity.

Who should attend?

• President or Chancellor
• Chief Enrollment Officer/Vice President for Enrollment
• Provost or Chief Academic Officer
• Chief Fiscal Officer
• Chief Advancement Officer/Vice President for Advancement

For maximum benefit, bring your entire cabinet or executive leadership team to evaluate high-impact strategies that cross divisional lines.

Wednesday, April 10, 2024

7:00 – 8:00 a.m.
Forum Check-In and Breakfast

8:00 – 8:30 a.m.
Welcome and Introductions

8:30 – 10:00 a.m.
The Strategic Enrollment Planning Imperative: Higher Education Past and Present

10:15 a.m. – 12:00 p.m.
Preparing for the Process of Planning: Campus Readiness

• Overview of strategic enrollment planning
• The leadership core (president, chief enrollment officer, chief academic officer, chief financial officer, chief development officer) and building a framing and funding strategy at the outset
• Creating the organizational structures
• Defining scope and populations

12:00 – 1:45 p.m.
Hosted Lunch and Presentation: Observations and Lessons From Campus

Stuart Jones, Vice President for Advancement and Enrollment Management, Southern Utah University

1:45 – 2:45 p.m.
Establishing KPIs, Data Collection, and the Situation Analysis

• Research, data compilation, and dashboards
• Identifying key performance indicators (KPIs)
• Elements of a comprehensive situation analysis

2:45 – 3:30 p.m.
Introduction to Strategy Ideation, Development, and the Action Planning Tool

3:30 – 5:00 p.m.
Individual Exploration Session (Time with Your Team)

Dive deep into the questions and insights from day one as you meet individually with your team. This self-directed time allows you to reflect, share perspectives, and collaboratively process the challenges and opportunities that have emerged. RNL Forum Faculty will be available to join your team discussion throughout this session.

5:00 – 6:00 p.m.
Welcome Reception

6:00 p.m.
Free evening to enjoy Las Vegas

Thursday, April 11, 2024

7:00 – 8:00 a.m.
Breakfast

8:00 – 9:00 a.m.
Best Practices Breakout #1

• Four-year public: Advancement and venture philanthropy
• Four-year private: Financial aid and scholarships
• Two-year public: Academic program planning

9:10 – 10:10 a.m.
Best Practices Breakout #2

• Four-year public: Marketing and recruitment
• Four-year private: Student success
• Two-year public: Financial aid and scholarships

10:20 – 11:20 a.m.
Best Practices Breakout #3

• Four-year public: Academic program planning
• Four-year private: Marketing and recruitment
• Two-year public: Advancement and venture philanthropy

11:30 a.m. – 1:00 p.m.
Hosted Lunch With Presentation: Unpacking AI: Machine Learning, Predictive Analytics, and Generative Models for Enrollment

Dr. Stephen Drew, Chief AI Officer, RNL

1:00 – 2:00 p.m.
Best Practices Breakout #4

• Four-year public: Financial aid and scholarships
• Four-year private: Academic program planning
• Two-year public: Student success

2:10 – 3:10 p.m.
Best Practices Breakout #5

• Four-year public: Student success
• Four-year private: Advancement and venture philanthropy
• Two-year public: Marketing and recruitment

3:15 – 4:00 p.m.
Strategy Prioritization and Pulling It All Together

• Strategy prioritization
• Tips for developing your plan
• Managing execution
• Transitioning from SEP to SEM
• Evaluating and modifying the plan

4:00 – 4:30 p.m.
Final QA & Wrap Up

4:30 p.m.
Adjournment

All forum agenda session topics, dates, and times are subject to change.