The Advancement Services & Operations department prepares training documents and monthly presentations to inform University Advancement staff about how to use its services and to promote best practices. Trainings take place on the fourth Friday of each month from 11 a.m. to noon in ADM153L. Follow the links below to see upcoming and past presentations and training materials.

For accessibility assistance with these documents, please e-mail or call (415) 405-3820. Download Adobe Acrobat Reader (new window will open) or download Microsoft Powerpoint viewer.

Upcoming Presentations

  • July 2018 – DocuSign Training – To Be Announced
  • August 23, 2018 – CA Sales Tax on Auctions and Special Events

2018 Presentations

  • April 26, 2018 – University Police Department Follow-Up to Active Shooter Training – Lt. Wailun Shiu
  • March 28, 2018 – Advance (AWA) Procedures for Anonymity, Solicitation Preferences and General Updates
  • February 23, 2018 – Foundation Endowment Performance Update

2017 Presentations

2016 Presentations

2015 Presentations