From Planning to Perfection: Building a Complex Advancement Event in Slate
1:00 PM - 5:00 PM
at the Flamingo Las Vegas
Navigate Every Event Detail
This tailored and interactive workshop includes:
- Strategic Discussions with your peers in the Slate Community.
- Active Collaboration with Post Captain Consulting's team of Advancement experts.
- Hands-on Exercises to strengthen your event management skills.
- Takeaways, including resource guides and step-by-step documentation.
Turn Summit inspiration into event success with this Navigator Series Workshop.
Discover New Event Building Skills
This workshop will come to life through three key sessions, each building on the last, where you'll dive into functionality, collaborate with peers, and apply hands-on skills to create seamless and engaging event experiences.
SESSION 1 - Form Follows Function: Creating a Dynamic Registration Form
This training will guide attendees through the entire process—from initial planning to building a dynamic registration form for a multi-faceted Reunion Weekend event.
- Discussion Topics: Event Strategy | Event Planning | Event Registration Portals | Registration Blocks | Related Events | Communications
- Hands-On Exercises: Establish Registration Blocks for Group Sign-Up | Displaying Related Events by Class Year
SESSION 2 - Form Calculations: The Secret of Your Success
This training will take a deep dive into form functionality, covering key features for managing payments and processing gifts seamlessly.
- Discussion Topics: Ensuring Gifts are Assigned Appropriately | How to Calculate Payments Across Registration Blocks | How to Apply Discounts | How to Send Receipts
- Hands-On Exercises: Leveraging Custom Script to Assign Gifts | Using Formulas to Calculate Payments
SESSION 3 - What, When, Wow! Creating Personalized Schedules & Name Badges
This training will guide attendees through every step of building a daily schedule and integrating it into a personalized name badge.
- Discussion Topics: Check-In Goals & Processes | Linking Registrants to Related Events | Badge Design Strategies | The Steps & Requirements for Badge Printing
- Hands-On Exercises: Querying Registrations to Create an Itinerary | Designing a Personalized Name Badge with a Daily Itinerary
Emily Myers
Senior Director, Advancement Solutions
What is one Slate thing you are proud of?
Hanna Kroskie
Director, Advancement Solutions
What is your favorite Slate tool?
Jake Daly
President & CEO
What's your favorite way to engage with the Slate community?
Who should attend?
If you use Slate for Advancement—whether you’re just getting started or already deep in event planning—this workshop is for you. We’ll break down the process of building large-scale, complex events in Slate, using Reunion Weekend as a real-world example. But don’t worry—the skills and strategies you’ll learn apply to any major event. You also don’t need to be a Post Captain Consulting client to join. Just bring your curiosity and get ready to dive in!
How much does it cost?
Registration is $299 per person.
Where is it being held?
This workshop is being held at the Flamingo Las Vegas in the Mesquite Meeting Room, located at 3555 Las Vegas Blvd S, Las Vegas, NV, 89109.
What should I bring?
Just a laptop and charger—we’ll take care of everything else.
Will refreshments be provided?
Yes! We’ll have a selection of beverages and snacks between sessions to keep you fueled.
What is the cancellation policy?
If you cancel by May 24, 2025, you can either get a full refund or transfer your registration to someone else at your institution. After May 24, we’ll still allow transfers, but refunds won’t be available.
Wait, is this your reception?
It is not. Our reception is currently full, but you can join the list to be the first to know if any spots open up: "After-Hours" at The Barbershop Cuts & Cocktails on Thursday, June 26.