NZ Masterclass and Workshop in Advancement for Executive Leaders

This event has been temporarily postponed. A new date will be scheduled for 2021. Please get in contact with any queries or expressions of interest to

Advancement/Development is playing an increasingly important part in building financially sustainable educational institutions, as governments continue to reduce direct funding for education and shrink the size of the research funds for tertiary institutions. On top of that institutions also face complex economic challenges such as the COVID-19 virus.

Leaders of institutions are increasingly expected both to know and understand about Advancement/Development, and to be actively engaged in it – it is becoming a significant part of leadership roles.

The NZ Masterclass and Workshop in Advancement for Executive Leaders will provide both an understanding of the Advancement/Development area and the practical knowledge to provide informed and purposeful leadership in the area.

The programme has been developed in partnership between Educate Plus and the international consultancy firm, Marts & Lundy, and will be presented by two of Australasia’s most experienced and respected practitioners, Ann Badger and Dr Alan Watkinson .

  • This event is open to Executive Leaders (including board chairs, VCs, PVCs, Deans, Principals).
  • Directors of Advancement/Development can attend ONLY at the invitation of their Executive Leader (and must attend with their registered leader).

Please note there are bursaries available. Please fill in the application form here and submit. Any queries to Neil McWhannell.

Program Information

  • The day will be strongly interactive and will have hands-on sessions to work through real-life issues
  • The event will also include a panel discussion with some of New Zealand’s educational leaders who have embraced Advancement in their institutions and who will talk about the challenges and rewards of getting actively involved
  • All attendees will be provided with an opportunity to network with other leaders from schools and tertiary institutions who will be able to assist and support each other
  • There will be sessions that are applicable to all institutional leaders (secondary and tertiary). We will also facilitate break-away groups which will focus on secondary and tertiary institutional leadership separately
  • Attendees will walk away with a practical plan for their next steps, detailed information around return on investment within Advancement/Development Programmes and the opportunity to tap into the resources of Educate Plus, Marts & Lundy and other experts in the field.

Event Details

Date: New date TBC
Time: TBC
Location: TBC
Cost: 1 or 2 registrations per Institution: NZ$260, 3 or more registrations per Institution: NZ$130 per person


Ann Badger, Senior Consultant & Principal, Marts & Lundy

Ann is a recognised leader in advancement within Australia. She works with a range of clients in the education sector, in Australia and beyond, to build their fundraising capacity. In addition to over 20 years as a development professional, Ann worked as an educator for leading secondary and tertiary educational institutions in Melbourne for 17 years, which gives her deep insight of the needs and opportunities at play in the Australian education sector.

Prior to joining our firm in 2013, Ann was Director of Advancement at Ormond College, University of Melbourne, for eight years, and Director of Community Relations at Melbourne Grammar School for more than ten years.

Ann is a Past President of both Educate Plus VIC/TAS and Educate Plus Australasia Inc. and was the recipient of that organisation’s peak award in 2000. She is in demand as a conference leader, running workshops, seminars and making major presentations in Australia for Educate Plus and overseas for CASE — particularly on major gifts fundraising, running successful campaigns and bequest programs.

Dr Alan Watkinson, Consultant, Marts & Lundy

Dr. Alan Watkinson has worked in education for his entire career and was Head of the English Faculty at Scotch College in Melbourne for 17 years.

Alan has been Director of Development and Advancement at Scotch College, Trinity College at the University of Melbourne and at the Melbourne Business School. In 2013, he was appointed as Director of Alumni and Advancement at La Trobe University where he built the team from 11 people to a total of 25. He became Chief Advancement Officer in June 2016 and in this role he worked closely with the Vice Chancellor in leading the Campaign for La Trobe – Make the Difference. The target for the University’s first-ever comprehensive campaign was $50 million over five years, a target which was exceeded within three years.

Alan is a former Chairman of Educate Plus and has presented widely on advancement issues throughout Australia and internationally for more than a decade. He has been a regular presenter at CASE conferences and has taught at the CASE Institute for educational fundraisers in Australia.

He has a particular interest in campaigns and major gifts, but also had deep involvement in the annual giving programs of his institutions, bequest programs and stewardship, as well as integrating alumni relations into a comprehensive advancement office.

Alan is a Fellow of Educate Plus, and in 2010 was the recipient of both the Trevor Wigney Award and the Peter Crook Award for services to educational advancement in Australasia.

With thanks to