Sunday 1:00 pm - 2:00 pm

Merging Priorities and Changing Culture Across the University

Mayfair 

Colleges<p> </p> and universities across the country are looking for new and innovative ways  to utilize alumni, students, and parents in the college search process. Learn<p> </p> how The Ohio State University has been able to enhance its alumni engagement,<p> </p> grow its applicant pool, increase selectivity, and reduce spending on<p> </p> recruitment and yield efforts thanks in part to a partnership between its<p> </p> admission office and alumni association. Explore traditional and<p> </p> nontraditional ways that alumni can contribute to the recruitment process and<p> </p> learn how to track success.

Presented by:

  • Josh Harraman - Associate Vice President for Alumni Relations, Rutgers University
  • Derek Dubose - Senior Assistant Director, Undergraduate Admissions, The Ohio State University
  • Julie Schultz - Associate Dean for Parent and Family Engagement and First Year Orientation, Carnegie Mellon University

Secondary Tracks:  Hot Topics Discussions


Sunday 2:30 pm - 3:30 pm

Embracing the Growing Importance of Board Diversity: Philanthropy, Leadership,and Board Engagement

Erie 

A<p> </p> presentation of new research that seeks to extend and expand the knowledge of<p> </p> leadership, engagement, and philanthropy among nonprofit board members and<p> </p> provide a more detailed picture of the relationship between diversity on<p> </p> nonprofit boards and organizational efficacy. Embracing the growing importance<p> </p> of diversity—in particular the recognition that women and a wide range of<p> </p> ethnic and racial groups play key roles as donors and leaders in the nonprofit<p> </p> sector—is essential in the 21st century for philanthropy to reflect the values<p> </p> of a pluralistic society.  Current demographic changes in the ethnic and<p> </p> racial make-up of the nation will have a transformative effect on the concerns<p> </p> and goals driving the nonprofit sector. This session will preview new research<p> </p> being conducted by the Indiana University Lilly Family School of Philanthropy,<p> </p> BoardSource, and Johnson, Grossnickle and Associates using data available from<p> </p> BoardSource’s Leading with Intent (LWI) surveys, the Million Dollar List, and<p> </p> IRS Forms 990. Attendees will learn more about these topics: the relationship between board leadership, engagement, and philanthropy among<p> </p> board members; board participation in fundraising by organizational characteristics,<p> </p> demographic characteristics; board involvement in financial decision making,<p> </p> leadership roles and responsibilities within nonprofit boards by gender<p> </p> composition; organizational performance by board engagement and<p> </p> composition; how the changing demographic composition of American society will<p> </p> impact leadership, board composition, and the philanthropic sector; and how to work more effectively with women and diverse groups as board members

Presented by:

  • Genevieve Shaker - Associate Professor of Philanthropic Studies, Indiana University Lilly Family School of Philanthropy
  • Sarah Nathan - Associate Director of Public Affairs, The Fund Raising School and Indiana University Lilly Family School of Philanthropy
  • Angela E. White - Senior Consultant and CEO, Johnson, Grossnickle and Associates

Secondary Tracks:  Critical Issues


Monday 9:00 am - 10:00 am

90 Days of Summer: Fast-tracking MGO Onboarding With a Data-driven Plan During a Capital Campaign

Mayfair 

This session will focus on a detailed ""30-60-90"" day MGO<p> </p> onboarding plan, rooted in focusing on the mechanics of major gift fundraising.<p> </p> The presenters will highlight how their plan, parlayed with data-driven<p> </p> decision-making, led the Purdue University College of Pharmacy to a top-three<p> </p> fundraising year in unit history; propelling the College to its Ever True<p> </p> campaign goal of $37.5M two-and-one-half years ahead of the campaign’s end.<p> </p> Although this session will have examples from a Big Ten-perspective, the<p> </p> presentation and key takeaways from this session will be adaptable to all<p> </p> levels fundraising and transferable to fundraising in non-institutional<p> </p> organizations. A cafeteria-style Q&A will take place with the audience to answer<p> </p> any questions they have and open up the discussion of best practices other<p> </p> institutions have found useful regarding onboarding during campaigns, prior to<p> </p> the session ending. There will be an article published on LinkedIn in<p> </p> early-fall by the presenters on this very topic. The article will serve as a<p> </p> session preview- promoting CASE V Conference attendance and generating<p> </p> discussion questions to bring to the session. The session will include a<p> </p> templet for the first 30-60-90 days of onboarding a major gift officer during a capital<p> </p> campaign, a step-by step plan to have major gift discussions within the first<p> </p> 90 days of onboarding a new major gift officer, a guide for onboarding major gift officers to effectively and<p> </p> efficiently capture information on prospects, data-driven examples of<p> </p> determining a great prospect from a prospect that will require work;  and<p> </p> a plan to ensure a new major gift officers meets or exceeds all organizational metrics in year<p> </p> one.

Presented by:

  • Dan Bolsen - Director of Development, Purdue University
  • John Dinkens - Director of Advancement, Purdue University

Secondary Tracks:  Hot Topics Discussions


Monday 9:00 am - 10:00 am

Project 72: Demonstrating a University's Value Through an Integrated Campaign

Chicago Ballroom X 

An integrated marketing campaign<p> </p> can be used to begin a positive discussion regarding a university's role within<p> </p> the lives of citizens across its state. By delivering a disruptive campaign in<p> </p> the higher education and alumni relations space, a school can show how all<p> </p> residents benefit from a university's research, economic impact and leadership<p> </p> at a time when funding models and perceptions of higher education are changing.<p> </p> Learn how one national university began to proactively change the narrative in<p> </p> its own backyard by launching a campaign to demonstrate its value through<p> </p> partnerships with alumni, donors and community members.

Presented by:

  • Jim Kennedy - Chief Marketing and Communications Officer, University of Wisconsin Foundation and Alumni Association
  • Tim Dyer - Chief Storyteller, Manifesto

Secondary Tracks:  Communications


Monday 10:30 am - 11:30 am

A Dean, a Doc and a Donor Walk Into a Bar

Chicago Ballroom X 

On the road with advancement's three most important<p> </p> partnerships. Advancement is a relationship business. But relationships with<p> </p> no purpose are just friendships! And, this business isn't about making more<p> </p> friends. It is about increasing<p> </p> engagement and private support for our beloved colleges and schools. This panel<p> </p> includes a University Trustee and Major Donor; a recently appointed Dean; and a<p> </p> tenured faculty member and department chair who has secured millions of dollars<p> </p> in funding for the program he directs. The panel will be moderated by this year's CASE District V Chairman of<p> </p> the Board of Directors.<p> </p> <p> </p> Come and hear advice and counsel from some of<p> </p> those who know us best. In<p> </p> this candid and refreshing dialogue, we will no doubt learn how we can better<p> </p> help our advancement partners achieve their desired outcomes, and in turn help<p> </p> each of us become better advancement professionals.

Presented by:

  • Brad Bundy - Senior Associate Vice President, Miami University
  • John Altman - National Trustee, Miami University
  • Liz Mullenix - Dean, College of the Creative Arts, Miami University
  • Patrick Haney - Associate Dean and Professor of Political Science, Miami University

Secondary Tracks:  Critical Issues


Monday 10:30 am - 11:30 am

Hiring Differently: How to Find Alternative Fundraising Talent

Mayfair 

""Behind every inspired fundraising strategy is a<p> </p> capable team, but what happens when there is a shortage of talent? Experienced<p> </p> and effective frontline fundraisers are hard to find, and higher education<p> </p> institutions are often forced to consider hiring from a small pool of<p> </p> underqualified candidates.<p> </p> <p> </p> This session will explore the untapped fundraising potential<p> </p> of professionals with no development experience but a wealth of transferable<p> </p> skills. By widening their scope, colleges and universities can leverage their<p> </p> alumni bases to find a new crop of standout fundraisers. We will present<p> </p> original research on development hiring practices in higher education, and our<p> </p> panelists will share their experiences with recruiting and on boarding alternative<p> </p> talent. Determine how to identify top prospective fundraisers<p> </p> from your alumni base. Understand how to assess whether candidates have the<p> </p> right motivations and transferable skills. Learn steps to onboard and train your<p> </p> fundraisers who come from different professional backgrounds.

Presented by:

  • James Hansen - Associate Vice President, Regional Development & Principal Gifts, University Advancement, Marquette University
  • Michael Doyle - Vice President for Institutional Advancement and Treasurer, Loras College
  • Lynn Heumann - Assistant Director of Recruitment and Human Resources, University of Michigan
  • Daniel Fissinger - Consultant, Executive Search, Campbell & Company

Secondary Tracks:  Hot Topics Discussions


Monday 1:30 pm - 2:30 pm

From Application to Successful Professional

Missouri 

With employee turnover being a major concern for advancement executives, strategic hiring and on-boarding has never been more important.<p> </p> This presentation will focus on key strategies that will improve your retention<p> </p> rate and employee satisfaction including strategies for hiring<p> </p> to fit the mission, personality profiles that help create alignment, on-boarding processes to ensure a smooth start, kpis that drive success, and individual and team development to raise the bar.    

Presented by:

  • Roy Peterson - Vice President of Advancement, Concordia University Wisconsin
  • Michelle Buss - Director of Advancement Services, Concordia University Wisconsin

Secondary Tracks:  Critical Issues


Monday 3:00 pm - 4:00 pm

Leadership Development in Fundraising Institutions

Ohio 

Fundraising organizations often promote the best fundraisers<p> </p> into leadership positions however fail to equip them with the skills necessary<p> </p> to build high functioning teams. This impact is compounded as the direct<p> </p> supervisor is in the most critical role from an employee engagement<p> </p> standpoint. Many leaders know what great leadership looks like but<p> </p> struggle with how to individually accomplish it.  Additionally, leadership<p> </p> often plays second chair to individual productivity, which can create<p> </p> frustration for both leaders and front line fundraisers. Key decision<p> </p> makers should understand the critical role leadership plays in a fundraising<p> </p> organization and how to balance individual productivity with leadership<p> </p> time. The University of Iowa created a leadership certificate series that<p> </p> built a toolkit for leaders with a minimal budget. The toolkit included<p> </p> actionable items on how to create lasting and meaningful relationships with<p> </p> their employees; thereby increasing employee engagement with the ultimate goal<p> </p> of increased donor engagement. The session will provide a framework of<p> </p> the certificate series, the business case to support a leadership program; as<p> </p> well as the goals and outcomes of the program, including the return on<p> </p> investment. Attendees will be able to<p> </p> convey the relationship between employee engagement and donor engagement,<p> </p> including the leader’s role of influencing engagement. Attendees will also be<p> </p> ready to create and/or support a proposal for an onsite leadership development<p> </p> program by understanding the business case and return on investment from a<p> </p> recruitment, retention, and productivity standpoint. Key decision makers<p> </p> attending will gain a greater appreciation for a robust leadership development<p> </p> program and why their support is critical to a program’s implementation and<p> </p> success.

Presented by:

  • Becky Rafferty - Vice President of Talent Management, University of Iowa Foundation

Secondary Tracks:  Critical Issues


Tuesday 9:00 am - 10:00 am

Breaking in a New President

Superior A 

When your university<p> </p> undergoes a leadership transition at the highest level, there are a number of<p> </p> questions that Advancement leaders must ask themselves. Leading the list might<p> </p> be: what do we do with major donors during the transition? What information<p> </p> will the new president need? How will this impact our current fundraising<p> </p> priorities? How do we introduce the new President to our constituents? How will<p> </p> this impact my current job status and my level of interaction with the Board?<p> </p> Having just gone through this situation myself with Bradley University in 2015,<p> </p> I will share what I knew had to be done, what I did, what things I was<p> </p> absolutely wrong about, and what I have learned now, looking back. This session<p> </p> will help you work through your own questions and assist in establishing the<p> </p> framework of a plan for your situation and institution.

Presented by:

  • Jake Heuser - Vice President for Advancement, Bradley University

Tuesday 9:00 am - 10:00 am

Unrestricted Endowments: A Model for Building the Major and Planned Gift Pipeline

Mayfair 

This presentation shares a 10-year case study on a highly<p> </p> successful unrestricted endowment initiative where more than 110 funds have<p> </p> been established in one school at the University of Pittsburgh. This study,<p> </p> which appears in the new journal, Philanthropy<p> </p> & Education, demonstrates how these funds generated greater<p> </p> unrestricted income along with a substantial pipeline of major and planned<p> </p> giving donors. Demographic and giving characteristics of the donors will be<p> </p> shared, along with recommendations for implementation as this model was replicated<p> </p> at another institution in 2010 and offered university-wide for any college,<p> </p> school or unit. Nearly 120 funds have been established there to-date.

Presented by:

  • Aaron Conley - Senior Vice President, Grenzebach Glier and Associates
  • Terry Brown - Senior Executive Director of Planned Giving, University of Pittsburgh

Secondary Tracks:  Critical Issues


Tuesday 9:00 am - 10:00 am

Weathering the Longest State Budget Crisis in History: What We Learned Defending Illinois Public Higher Education and How We Utilized Grassroots Advocacy Along the Way

Chicago Ballroom X 

From 2015-17 Illinois experienced an<p> </p> unprecedented budget impasse that completely defunded higher education for two<p> </p> years.Throughout, the Illinois institutions of higher education were forced to<p> </p> restructure their budgeting practices and rigorously engage in public debate between<p> </p> policymakers, university stakeholders and Illinois residents. As the<p> </p> issue drew more state and national interest, Illinois institutions of higher<p> </p> education seized the opportunity to expand existing grassroots advocacy efforts<p> </p> and develop a powerful partnership between universities in the state. At this session, you will learn how Illinois<p> </p> institutions of higher education came together to mobilize their alumni, increase<p> </p> higher education’s voice in the capitol, and move the needle on funding for<p> </p> higher education. This consortium of<p> </p> public universities in Illinois organized as a statewide Advocacy Consortium of<p> </p> Public Illinois Alumni Associations as well as a coalition of public and<p> </p> private universities, community colleges, labor organizations, and businesses<p> </p> to advocate on behalf of higher education. Since the budget impasse began in the<p> </p> spring of 2015, advocates for our institutions sent tens of thousands of emails<p> </p> to the Illinois General Assembly and the Illinois Governor, urging them to make<p> </p> the tough compromises necessary to fund higher education in our state. In addition to emails, grassroots volunteers<p> </p> participated in boots-to-the-ground activities such as a lobby day, in-district<p> </p> meetings, a tele-town hall and legislative receptions across the state that advocates<p> </p> could attend. When legislators heard<p> </p> directly from our alumni, students and faculty/staff about how their success<p> </p> and contributions to the state’s well-being are rooted in their higher<p> </p> education, it really made a difference. The budget crisis influenced a broad audience<p> </p> of donors and volunteers that became effective alumni leaders and a team of highly<p> </p> engaged advocates for the institution.

Presented by:

  • Marissa Brewer - Assistant Vice President, Alumni Advocacy, University of Illinois Alumni Association
  • Michelle Suarez - Vice President for Institutional Advancement and Executive Director, SIU Alumni Association, Southern Illinois University - Carbondale
  • John Charles - Executive Director of Government and Public Affairs, Southern Illinois University System

Secondary Tracks:  Critical Issues


Tuesday 10:30 am - 11:30 am

Changing the Paradigm: Organizing for Success in Advancement

Erie 

Changing times, increased expectations, limited<p> </p> resources...the need for a highly functional advancement program has never been<p> </p> more important or expected.  Whether<p> </p> responding to opportunity or crisis, the strategic and creative alignment of<p> </p> programs, personnel and processes is essential. Seasoned advancement professionals<p> </p> will share their strategies and insight for organizing for success in advancement. From preparing to<p> </p> launch a new campaign to seizing on an emerging opportunity to addressing<p> </p> critical needs or lagging challenges, participants will discuss critical issues<p> </p> related to the alignment of personnel and programs, critical to the success and<p> </p> change in culture. Specific attention<p> </p> will be given to the areas of annual giving, development, alumni relations, donor relations, advancement services, campaign management and volunteer<p> </p> engagement.          

Presented by:

  • Michael McGreevey - Vice President for Institutional Advancement, Otterbein University
  • Elizabeth Hughes - Vice President for Institutional Advancement, Illinois Institute of Technology
  • Shannon Spencer - Vice President of Advancement, Ohio Northern University

Secondary Tracks:  Critical Issues


Tuesday 10:30 am - 11:30 am

The Art and Science of Gift Agreements

Mayfair 

The ""science"" of a well-written gift agreement<p> </p> starts with an ""artful"" solicitation that matches donor intent with<p> </p> institutional priorities. This session will provide key decision makers and<p> </p> fundraising professionals with a framework for understanding the utility and<p> </p> functionality of gift agreements. It will also explain why early partnership<p> </p> with agreement writers and advisers will help alleviate common bottlenecks in<p> </p> the closure of gifts by ensuring solicitations are designed to be legally sound<p> </p> and administratively practical. Topics will include the importance of using<p> </p> standard and broad gift terms, the risks of customizing language, and<p> </p> explaining and negotiating agreement terms with donors.

Presented by:

  • Jennifer Carroll - Director of Gift Planning Operations, The University of Illinois Foundation
  • Farheen Asif - Senior Associate Director, Gift Acceptance and Fund Management, Northwestern University

Secondary Tracks:  Critical Issues


Merging Priorities and Changing Culture Across the University Executives Institute "Colleges<p> </p> and universities across the country are looking for new and innovative ways  to utilize alumni, students, and parents in the college search process. Learn<p> </p> how The Ohio State University has been able to enhance its alumni engagement,<p> </p> grow its applicant pool, increase selectivity, and reduce spending on<p> </p> recruitment and yield efforts thanks in part to a partnership between its<p> </p> admission office and alumni association. Explore traditional and<p> </p> nontraditional ways that alumni can contribute to the recruitment process and<p> </p> learn how to track success." 12/10/17 1:00 pm 2:00 pm Josh Harraman josh.harraman@ruf.rutgers.edu Associate Vice President for Alumni Relations Rutgers University
Merging Priorities and Changing Culture Across the University Executives Institute "Colleges<p> </p> and universities across the country are looking for new and innovative ways  to utilize alumni, students, and parents in the college search process. Learn<p> </p> how The Ohio State University has been able to enhance its alumni engagement,<p> </p> grow its applicant pool, increase selectivity, and reduce spending on<p> </p> recruitment and yield efforts thanks in part to a partnership between its<p> </p> admission office and alumni association. Explore traditional and<p> </p> nontraditional ways that alumni can contribute to the recruitment process and<p> </p> learn how to track success." 12/10/17 1:00 pm 2:00 pm Derek Dubose dubose.20@osu.edu Senior Assistant Director, Undergraduate Admissions The Ohio State University
Merging Priorities and Changing Culture Across the University Executives Institute "Colleges<p> </p> and universities across the country are looking for new and innovative ways  to utilize alumni, students, and parents in the college search process. Learn<p> </p> how The Ohio State University has been able to enhance its alumni engagement,<p> </p> grow its applicant pool, increase selectivity, and reduce spending on<p> </p> recruitment and yield efforts thanks in part to a partnership between its<p> </p> admission office and alumni association. Explore traditional and<p> </p> nontraditional ways that alumni can contribute to the recruitment process and<p> </p> learn how to track success." 12/10/17 1:00 pm 2:00 pm Julie Schultz Associate Dean for Parent and Family Engagement and First Year Orientation Carnegie Mellon University
Embracing the Growing Importance of Board Diversity: Philanthropy, Leadership,and Board Engagement Executives Institute "A<p> </p> presentation of new research that seeks to extend and expand the knowledge of<p> </p> leadership, engagement, and philanthropy among nonprofit board members and<p> </p> provide a more detailed picture of the relationship between diversity on<p> </p> nonprofit boards and organizational efficacy. Embracing the growing importance<p> </p> of diversity—in particular the recognition that women and a wide range of<p> </p> ethnic and racial groups play key roles as donors and leaders in the nonprofit<p> </p> sector—is essential in the 21st century for philanthropy to reflect the values<p> </p> of a pluralistic society.  Current demographic changes in the ethnic and<p> </p> racial make-up of the nation will have a transformative effect on the concerns<p> </p> and goals driving the nonprofit sector. This session will preview new research<p> </p> being conducted by the Indiana University Lilly Family School of Philanthropy,<p> </p> BoardSource, and Johnson, Grossnickle and Associates using data available from<p> </p> BoardSource’s Leading with Intent (LWI) surveys, the Million Dollar List, and<p> </p> IRS Forms 990. Attendees will learn more about these topics: the relationship between board leadership, engagement, and philanthropy among<p> </p> board members; board participation in fundraising by organizational characteristics,<p> </p> demographic characteristics; board involvement in financial decision making,<p> </p> leadership roles and responsibilities within nonprofit boards by gender<p> </p> composition; organizational performance by board engagement and<p> </p> composition; how the changing demographic composition of American society will<p> </p> impact leadership, board composition, and the philanthropic sector; and how to work more effectively with women and diverse groups as board members" 12/10/17 2:30 pm 3:30 pm Genevieve Shaker Associate Professor of Philanthropic Studies Indiana University Lilly Family School of Philanthropy
Embracing the Growing Importance of Board Diversity: Philanthropy, Leadership,and Board Engagement Executives Institute "A<p> </p> presentation of new research that seeks to extend and expand the knowledge of<p> </p> leadership, engagement, and philanthropy among nonprofit board members and<p> </p> provide a more detailed picture of the relationship between diversity on<p> </p> nonprofit boards and organizational efficacy. Embracing the growing importance<p> </p> of diversity—in particular the recognition that women and a wide range of<p> </p> ethnic and racial groups play key roles as donors and leaders in the nonprofit<p> </p> sector—is essential in the 21st century for philanthropy to reflect the values<p> </p> of a pluralistic society.  Current demographic changes in the ethnic and<p> </p> racial make-up of the nation will have a transformative effect on the concerns<p> </p> and goals driving the nonprofit sector. This session will preview new research<p> </p> being conducted by the Indiana University Lilly Family School of Philanthropy,<p> </p> BoardSource, and Johnson, Grossnickle and Associates using data available from<p> </p> BoardSource’s Leading with Intent (LWI) surveys, the Million Dollar List, and<p> </p> IRS Forms 990. Attendees will learn more about these topics: the relationship between board leadership, engagement, and philanthropy among<p> </p> board members; board participation in fundraising by organizational characteristics,<p> </p> demographic characteristics; board involvement in financial decision making,<p> </p> leadership roles and responsibilities within nonprofit boards by gender<p> </p> composition; organizational performance by board engagement and<p> </p> composition; how the changing demographic composition of American society will<p> </p> impact leadership, board composition, and the philanthropic sector; and how to work more effectively with women and diverse groups as board members" 12/10/17 2:30 pm 3:30 pm Sarah Nathan Associate Director of Public Affairs The Fund Raising School and Indiana University Lilly Family School of Philanthropy
Embracing the Growing Importance of Board Diversity: Philanthropy, Leadership,and Board Engagement Executives Institute "A<p> </p> presentation of new research that seeks to extend and expand the knowledge of<p> </p> leadership, engagement, and philanthropy among nonprofit board members and<p> </p> provide a more detailed picture of the relationship between diversity on<p> </p> nonprofit boards and organizational efficacy. Embracing the growing importance<p> </p> of diversity—in particular the recognition that women and a wide range of<p> </p> ethnic and racial groups play key roles as donors and leaders in the nonprofit<p> </p> sector—is essential in the 21st century for philanthropy to reflect the values<p> </p> of a pluralistic society.  Current demographic changes in the ethnic and<p> </p> racial make-up of the nation will have a transformative effect on the concerns<p> </p> and goals driving the nonprofit sector. This session will preview new research<p> </p> being conducted by the Indiana University Lilly Family School of Philanthropy,<p> </p> BoardSource, and Johnson, Grossnickle and Associates using data available from<p> </p> BoardSource’s Leading with Intent (LWI) surveys, the Million Dollar List, and<p> </p> IRS Forms 990. Attendees will learn more about these topics: the relationship between board leadership, engagement, and philanthropy among<p> </p> board members; board participation in fundraising by organizational characteristics,<p> </p> demographic characteristics; board involvement in financial decision making,<p> </p> leadership roles and responsibilities within nonprofit boards by gender<p> </p> composition; organizational performance by board engagement and<p> </p> composition; how the changing demographic composition of American society will<p> </p> impact leadership, board composition, and the philanthropic sector; and how to work more effectively with women and diverse groups as board members" 12/10/17 2:30 pm 3:30 pm Angela E. White Senior Consultant and CEO Johnson, Grossnickle and Associates
90 Days of Summer: Fast-tracking MGO Onboarding With a Data-driven Plan During a Capital Campaign Executives Institute "This session will focus on a detailed ""30-60-90"" day MGO<p> </p> onboarding plan, rooted in focusing on the mechanics of major gift fundraising.<p> </p> The presenters will highlight how their plan, parlayed with data-driven<p> </p> decision-making, led the Purdue University College of Pharmacy to a top-three<p> </p> fundraising year in unit history; propelling the College to its Ever True<p> </p> campaign goal of $37.5M two-and-one-half years ahead of the campaign’s end.<p> </p> Although this session will have examples from a Big Ten-perspective, the<p> </p> presentation and key takeaways from this session will be adaptable to all<p> </p> levels fundraising and transferable to fundraising in non-institutional<p> </p> organizations. A cafeteria-style Q&A will take place with the audience to answer<p> </p> any questions they have and open up the discussion of best practices other<p> </p> institutions have found useful regarding onboarding during campaigns, prior to<p> </p> the session ending. There will be an article published on LinkedIn in<p> </p> early-fall by the presenters on this very topic. The article will serve as a<p> </p> session preview- promoting CASE V Conference attendance and generating<p> </p> discussion questions to bring to the session. The session will include a<p> </p> templet for the first 30-60-90 days of onboarding a major gift officer during a capital<p> </p> campaign, a step-by step plan to have major gift discussions within the first<p> </p> 90 days of onboarding a new major gift officer, a guide for onboarding major gift officers to effectively and<p> </p> efficiently capture information on prospects, data-driven examples of<p> </p> determining a great prospect from a prospect that will require work;  and<p> </p> a plan to ensure a new major gift officers meets or exceeds all organizational metrics in year<p> </p> one." 12/11/17 9:00 am 10:00 am Dan Bolsen DABolsen@prf.org Director of Development Purdue University
90 Days of Summer: Fast-tracking MGO Onboarding With a Data-driven Plan During a Capital Campaign Executives Institute "This session will focus on a detailed ""30-60-90"" day MGO<p> </p> onboarding plan, rooted in focusing on the mechanics of major gift fundraising.<p> </p> The presenters will highlight how their plan, parlayed with data-driven<p> </p> decision-making, led the Purdue University College of Pharmacy to a top-three<p> </p> fundraising year in unit history; propelling the College to its Ever True<p> </p> campaign goal of $37.5M two-and-one-half years ahead of the campaign’s end.<p> </p> Although this session will have examples from a Big Ten-perspective, the<p> </p> presentation and key takeaways from this session will be adaptable to all<p> </p> levels fundraising and transferable to fundraising in non-institutional<p> </p> organizations. A cafeteria-style Q&A will take place with the audience to answer<p> </p> any questions they have and open up the discussion of best practices other<p> </p> institutions have found useful regarding onboarding during campaigns, prior to<p> </p> the session ending. There will be an article published on LinkedIn in<p> </p> early-fall by the presenters on this very topic. The article will serve as a<p> </p> session preview- promoting CASE V Conference attendance and generating<p> </p> discussion questions to bring to the session. The session will include a<p> </p> templet for the first 30-60-90 days of onboarding a major gift officer during a capital<p> </p> campaign, a step-by step plan to have major gift discussions within the first<p> </p> 90 days of onboarding a new major gift officer, a guide for onboarding major gift officers to effectively and<p> </p> efficiently capture information on prospects, data-driven examples of<p> </p> determining a great prospect from a prospect that will require work;  and<p> </p> a plan to ensure a new major gift officers meets or exceeds all organizational metrics in year<p> </p> one." 12/11/17 9:00 am 10:00 am John Dinkens JADinkens@prf.org Director of Advancement Purdue University
Project 72: Demonstrating a University's Value Through an Integrated Campaign Executives Institute "An integrated marketing campaign<p> </p> can be used to begin a positive discussion regarding a university's role within<p> </p> the lives of citizens across its state. By delivering a disruptive campaign in<p> </p> the higher education and alumni relations space, a school can show how all<p> </p> residents benefit from a university's research, economic impact and leadership<p> </p> at a time when funding models and perceptions of higher education are changing.<p> </p> Learn how one national university began to proactively change the narrative in<p> </p> its own backyard by launching a campaign to demonstrate its value through<p> </p> partnerships with alumni, donors and community members." 12/11/17 9:00 am 10:00 am Jim Kennedy Jim.Kennedy@supportuw.org Chief Marketing and Communications Officer University of Wisconsin Foundation and Alumni Association
Project 72: Demonstrating a University's Value Through an Integrated Campaign Executives Institute "An integrated marketing campaign<p> </p> can be used to begin a positive discussion regarding a university's role within<p> </p> the lives of citizens across its state. By delivering a disruptive campaign in<p> </p> the higher education and alumni relations space, a school can show how all<p> </p> residents benefit from a university's research, economic impact and leadership<p> </p> at a time when funding models and perceptions of higher education are changing.<p> </p> Learn how one national university began to proactively change the narrative in<p> </p> its own backyard by launching a campaign to demonstrate its value through<p> </p> partnerships with alumni, donors and community members." 12/11/17 9:00 am 10:00 am Tim Dyer Chief Storyteller Manifesto
A Dean, a Doc and a Donor Walk Into a Bar Executives Institute "On the road with advancement's three most important<p> </p> partnerships. Advancement is a relationship business. But relationships with<p> </p> no purpose are just friendships! And, this business isn't about making more<p> </p> friends. It is about increasing<p> </p> engagement and private support for our beloved colleges and schools. This panel<p> </p> includes a University Trustee and Major Donor; a recently appointed Dean; and a<p> </p> tenured faculty member and department chair who has secured millions of dollars<p> </p> in funding for the program he directs. The panel will be moderated by this year's CASE District V Chairman of<p> </p> the Board of Directors.<p> </p> <p> </p> Come and hear advice and counsel from some of<p> </p> those who know us best. In<p> </p> this candid and refreshing dialogue, we will no doubt learn how we can better<p> </p> help our advancement partners achieve their desired outcomes, and in turn help<p> </p> each of us become better advancement professionals." 12/11/17 10:30 am 11:30 am Brad Bundy brad.bundy@miamioh.edu Senior Associate Vice President Miami University
A Dean, a Doc and a Donor Walk Into a Bar Executives Institute "On the road with advancement's three most important<p> </p> partnerships. Advancement is a relationship business. But relationships with<p> </p> no purpose are just friendships! And, this business isn't about making more<p> </p> friends. It is about increasing<p> </p> engagement and private support for our beloved colleges and schools. This panel<p> </p> includes a University Trustee and Major Donor; a recently appointed Dean; and a<p> </p> tenured faculty member and department chair who has secured millions of dollars<p> </p> in funding for the program he directs. The panel will be moderated by this year's CASE District V Chairman of<p> </p> the Board of Directors.<p> </p> <p> </p> Come and hear advice and counsel from some of<p> </p> those who know us best. In<p> </p> this candid and refreshing dialogue, we will no doubt learn how we can better<p> </p> help our advancement partners achieve their desired outcomes, and in turn help<p> </p> each of us become better advancement professionals." 12/11/17 10:30 am 11:30 am John Altman National Trustee Miami University
A Dean, a Doc and a Donor Walk Into a Bar Executives Institute "On the road with advancement's three most important<p> </p> partnerships. Advancement is a relationship business. But relationships with<p> </p> no purpose are just friendships! And, this business isn't about making more<p> </p> friends. It is about increasing<p> </p> engagement and private support for our beloved colleges and schools. This panel<p> </p> includes a University Trustee and Major Donor; a recently appointed Dean; and a<p> </p> tenured faculty member and department chair who has secured millions of dollars<p> </p> in funding for the program he directs. The panel will be moderated by this year's CASE District V Chairman of<p> </p> the Board of Directors.<p> </p> <p> </p> Come and hear advice and counsel from some of<p> </p> those who know us best. In<p> </p> this candid and refreshing dialogue, we will no doubt learn how we can better<p> </p> help our advancement partners achieve their desired outcomes, and in turn help<p> </p> each of us become better advancement professionals." 12/11/17 10:30 am 11:30 am Liz Mullenix Dean, College of the Creative Arts Miami University
A Dean, a Doc and a Donor Walk Into a Bar Executives Institute "On the road with advancement's three most important<p> </p> partnerships. Advancement is a relationship business. But relationships with<p> </p> no purpose are just friendships! And, this business isn't about making more<p> </p> friends. It is about increasing<p> </p> engagement and private support for our beloved colleges and schools. This panel<p> </p> includes a University Trustee and Major Donor; a recently appointed Dean; and a<p> </p> tenured faculty member and department chair who has secured millions of dollars<p> </p> in funding for the program he directs. The panel will be moderated by this year's CASE District V Chairman of<p> </p> the Board of Directors.<p> </p> <p> </p> Come and hear advice and counsel from some of<p> </p> those who know us best. In<p> </p> this candid and refreshing dialogue, we will no doubt learn how we can better<p> </p> help our advancement partners achieve their desired outcomes, and in turn help<p> </p> each of us become better advancement professionals." 12/11/17 10:30 am 11:30 am Patrick Haney Associate Dean and Professor of Political Science Miami University
Hiring Differently: How to Find Alternative Fundraising Talent Executives Institute """Behind every inspired fundraising strategy is a<p> </p> capable team, but what happens when there is a shortage of talent? Experienced<p> </p> and effective frontline fundraisers are hard to find, and higher education<p> </p> institutions are often forced to consider hiring from a small pool of<p> </p> underqualified candidates.<p> </p> <p> </p> This session will explore the untapped fundraising potential<p> </p> of professionals with no development experience but a wealth of transferable<p> </p> skills. By widening their scope, colleges and universities can leverage their<p> </p> alumni bases to find a new crop of standout fundraisers. We will present<p> </p> original research on development hiring practices in higher education, and our<p> </p> panelists will share their experiences with recruiting and on boarding alternative<p> </p> talent. Determine how to identify top prospective fundraisers<p> </p> from your alumni base. Understand how to assess whether candidates have the<p> </p> right motivations and transferable skills. Learn steps to onboard and train your<p> </p> fundraisers who come from different professional backgrounds." 12/11/17 10:30 am 11:30 am James Hansen james.hansen@marquette.edu Associate Vice President, Regional Development & Principal Gifts, University Advancement Marquette University
Hiring Differently: How to Find Alternative Fundraising Talent Executives Institute """Behind every inspired fundraising strategy is a<p> </p> capable team, but what happens when there is a shortage of talent? Experienced<p> </p> and effective frontline fundraisers are hard to find, and higher education<p> </p> institutions are often forced to consider hiring from a small pool of<p> </p> underqualified candidates.<p> </p> <p> </p> This session will explore the untapped fundraising potential<p> </p> of professionals with no development experience but a wealth of transferable<p> </p> skills. By widening their scope, colleges and universities can leverage their<p> </p> alumni bases to find a new crop of standout fundraisers. We will present<p> </p> original research on development hiring practices in higher education, and our<p> </p> panelists will share their experiences with recruiting and on boarding alternative<p> </p> talent. Determine how to identify top prospective fundraisers<p> </p> from your alumni base. Understand how to assess whether candidates have the<p> </p> right motivations and transferable skills. Learn steps to onboard and train your<p> </p> fundraisers who come from different professional backgrounds." 12/11/17 10:30 am 11:30 am Michael Doyle mike.doyle@loras.edu Vice President for Institutional Advancement and Treasurer Loras College
Hiring Differently: How to Find Alternative Fundraising Talent Executives Institute """Behind every inspired fundraising strategy is a<p> </p> capable team, but what happens when there is a shortage of talent? Experienced<p> </p> and effective frontline fundraisers are hard to find, and higher education<p> </p> institutions are often forced to consider hiring from a small pool of<p> </p> underqualified candidates.<p> </p> <p> </p> This session will explore the untapped fundraising potential<p> </p> of professionals with no development experience but a wealth of transferable<p> </p> skills. By widening their scope, colleges and universities can leverage their<p> </p> alumni bases to find a new crop of standout fundraisers. We will present<p> </p> original research on development hiring practices in higher education, and our<p> </p> panelists will share their experiences with recruiting and on boarding alternative<p> </p> talent. Determine how to identify top prospective fundraisers<p> </p> from your alumni base. Understand how to assess whether candidates have the<p> </p> right motivations and transferable skills. Learn steps to onboard and train your<p> </p> fundraisers who come from different professional backgrounds." 12/11/17 10:30 am 11:30 am Lynn Heumann ldheu@umich.edu Assistant Director of Recruitment and Human Resources University of Michigan
Hiring Differently: How to Find Alternative Fundraising Talent Executives Institute """Behind every inspired fundraising strategy is a<p> </p> capable team, but what happens when there is a shortage of talent? Experienced<p> </p> and effective frontline fundraisers are hard to find, and higher education<p> </p> institutions are often forced to consider hiring from a small pool of<p> </p> underqualified candidates.<p> </p> <p> </p> This session will explore the untapped fundraising potential<p> </p> of professionals with no development experience but a wealth of transferable<p> </p> skills. By widening their scope, colleges and universities can leverage their<p> </p> alumni bases to find a new crop of standout fundraisers. We will present<p> </p> original research on development hiring practices in higher education, and our<p> </p> panelists will share their experiences with recruiting and on boarding alternative<p> </p> talent. Determine how to identify top prospective fundraisers<p> </p> from your alumni base. Understand how to assess whether candidates have the<p> </p> right motivations and transferable skills. Learn steps to onboard and train your<p> </p> fundraisers who come from different professional backgrounds." 12/11/17 10:30 am 11:30 am Daniel Fissinger Daniel.Fissinger@campbellcompany.com Consultant, Executive Search Campbell & Company
From Application to Successful Professional Executives Institute "With employee turnover being a major concern for advancement executives, strategic hiring and on-boarding has never been more important.<p> </p> This presentation will focus on key strategies that will improve your retention<p> </p> rate and employee satisfaction including strategies for hiring<p> </p> to fit the mission, personality profiles that help create alignment, on-boarding processes to ensure a smooth start, kpis that drive success, and individual and team development to raise the bar.    " 12/11/17 1:30 pm 2:30 pm Roy Peterson roy.peterson@cuw.edu Vice President of Advancement Concordia University Wisconsin
From Application to Successful Professional Executives Institute "With employee turnover being a major concern for advancement executives, strategic hiring and on-boarding has never been more important.<p> </p> This presentation will focus on key strategies that will improve your retention<p> </p> rate and employee satisfaction including strategies for hiring<p> </p> to fit the mission, personality profiles that help create alignment, on-boarding processes to ensure a smooth start, kpis that drive success, and individual and team development to raise the bar.    " 12/11/17 1:30 pm 2:30 pm Michelle Buss michelle.buss@cuw.edu Director of Advancement Services Concordia University Wisconsin
Leadership Development in Fundraising Institutions Executives Institute "Fundraising organizations often promote the best fundraisers<p> </p> into leadership positions however fail to equip them with the skills necessary<p> </p> to build high functioning teams. This impact is compounded as the direct<p> </p> supervisor is in the most critical role from an employee engagement<p> </p> standpoint. Many leaders know what great leadership looks like but<p> </p> struggle with how to individually accomplish it.  Additionally, leadership<p> </p> often plays second chair to individual productivity, which can create<p> </p> frustration for both leaders and front line fundraisers. Key decision<p> </p> makers should understand the critical role leadership plays in a fundraising<p> </p> organization and how to balance individual productivity with leadership<p> </p> time. The University of Iowa created a leadership certificate series that<p> </p> built a toolkit for leaders with a minimal budget. The toolkit included<p> </p> actionable items on how to create lasting and meaningful relationships with<p> </p> their employees; thereby increasing employee engagement with the ultimate goal<p> </p> of increased donor engagement. The session will provide a framework of<p> </p> the certificate series, the business case to support a leadership program; as<p> </p> well as the goals and outcomes of the program, including the return on<p> </p> investment. Attendees will be able to<p> </p> convey the relationship between employee engagement and donor engagement,<p> </p> including the leader’s role of influencing engagement. Attendees will also be<p> </p> ready to create and/or support a proposal for an onsite leadership development<p> </p> program by understanding the business case and return on investment from a<p> </p> recruitment, retention, and productivity standpoint. Key decision makers<p> </p> attending will gain a greater appreciation for a robust leadership development<p> </p> program and why their support is critical to a program’s implementation and<p> </p> success." 12/11/17 3:00 pm 4:00 pm Becky Rafferty Becky.Rafferty@foriowa.org Vice President of Talent Management University of Iowa Foundation
Breaking in a New President Executives Institute "When your university<p> </p> undergoes a leadership transition at the highest level, there are a number of<p> </p> questions that Advancement leaders must ask themselves. Leading the list might<p> </p> be: what do we do with major donors during the transition? What information<p> </p> will the new president need? How will this impact our current fundraising<p> </p> priorities? How do we introduce the new President to our constituents? How will<p> </p> this impact my current job status and my level of interaction with the Board?<p> </p> Having just gone through this situation myself with Bradley University in 2015,<p> </p> I will share what I knew had to be done, what I did, what things I was<p> </p> absolutely wrong about, and what I have learned now, looking back. This session<p> </p> will help you work through your own questions and assist in establishing the<p> </p> framework of a plan for your situation and institution." 12/12/17 9:00 am 10:00 am Jake Heuser jheuser@fsmail.bradley.edu Vice President for Advancement Bradley University
Unrestricted Endowments: A Model for Building the Major and Planned Gift Pipeline Executives Institute "This presentation shares a 10-year case study on a highly<p> </p> successful unrestricted endowment initiative where more than 110 funds have<p> </p> been established in one school at the University of Pittsburgh. This study,<p> </p> which appears in the new journal, Philanthropy<p> </p> & Education, demonstrates how these funds generated greater<p> </p> unrestricted income along with a substantial pipeline of major and planned<p> </p> giving donors. Demographic and giving characteristics of the donors will be<p> </p> shared, along with recommendations for implementation as this model was replicated<p> </p> at another institution in 2010 and offered university-wide for any college,<p> </p> school or unit. Nearly 120 funds have been established there to-date." 12/12/17 9:00 am 10:00 am Aaron Conley aconley@grenzglier.com Senior Vice President Grenzebach Glier and Associates
Unrestricted Endowments: A Model for Building the Major and Planned Gift Pipeline Executives Institute "This presentation shares a 10-year case study on a highly<p> </p> successful unrestricted endowment initiative where more than 110 funds have<p> </p> been established in one school at the University of Pittsburgh. This study,<p> </p> which appears in the new journal, Philanthropy<p> </p> & Education, demonstrates how these funds generated greater<p> </p> unrestricted income along with a substantial pipeline of major and planned<p> </p> giving donors. Demographic and giving characteristics of the donors will be<p> </p> shared, along with recommendations for implementation as this model was replicated<p> </p> at another institution in 2010 and offered university-wide for any college,<p> </p> school or unit. Nearly 120 funds have been established there to-date." 12/12/17 9:00 am 10:00 am Terry Brown walter.brown@ia.pitt.edu Senior Executive Director of Planned Giving University of Pittsburgh
Weathering the Longest State Budget Crisis in History: What We Learned Defending Illinois Public Higher Education and How We Utilized Grassroots Advocacy Along the Way Executives Institute "From 2015-17 Illinois experienced an<p> </p> unprecedented budget impasse that completely defunded higher education for two<p> </p> years.Throughout, the Illinois institutions of higher education were forced to<p> </p> restructure their budgeting practices and rigorously engage in public debate between<p> </p> policymakers, university stakeholders and Illinois residents. As the<p> </p> issue drew more state and national interest, Illinois institutions of higher<p> </p> education seized the opportunity to expand existing grassroots advocacy efforts<p> </p> and develop a powerful partnership between universities in the state. At this session, you will learn how Illinois<p> </p> institutions of higher education came together to mobilize their alumni, increase<p> </p> higher education’s voice in the capitol, and move the needle on funding for<p> </p> higher education. This consortium of<p> </p> public universities in Illinois organized as a statewide Advocacy Consortium of<p> </p> Public Illinois Alumni Associations as well as a coalition of public and<p> </p> private universities, community colleges, labor organizations, and businesses<p> </p> to advocate on behalf of higher education. Since the budget impasse began in the<p> </p> spring of 2015, advocates for our institutions sent tens of thousands of emails<p> </p> to the Illinois General Assembly and the Illinois Governor, urging them to make<p> </p> the tough compromises necessary to fund higher education in our state. In addition to emails, grassroots volunteers<p> </p> participated in boots-to-the-ground activities such as a lobby day, in-district<p> </p> meetings, a tele-town hall and legislative receptions across the state that advocates<p> </p> could attend. When legislators heard<p> </p> directly from our alumni, students and faculty/staff about how their success<p> </p> and contributions to the state’s well-being are rooted in their higher<p> </p> education, it really made a difference. The budget crisis influenced a broad audience<p> </p> of donors and volunteers that became effective alumni leaders and a team of highly<p> </p> engaged advocates for the institution." 12/12/17 9:00 am 10:00 am Marissa Brewer mccord3@uillinois.edu Assistant Vice President, Alumni Advocacy University of Illinois Alumni Association
Weathering the Longest State Budget Crisis in History: What We Learned Defending Illinois Public Higher Education and How We Utilized Grassroots Advocacy Along the Way Executives Institute "From 2015-17 Illinois experienced an<p> </p> unprecedented budget impasse that completely defunded higher education for two<p> </p> years.Throughout, the Illinois institutions of higher education were forced to<p> </p> restructure their budgeting practices and rigorously engage in public debate between<p> </p> policymakers, university stakeholders and Illinois residents. As the<p> </p> issue drew more state and national interest, Illinois institutions of higher<p> </p> education seized the opportunity to expand existing grassroots advocacy efforts<p> </p> and develop a powerful partnership between universities in the state. At this session, you will learn how Illinois<p> </p> institutions of higher education came together to mobilize their alumni, increase<p> </p> higher education’s voice in the capitol, and move the needle on funding for<p> </p> higher education. This consortium of<p> </p> public universities in Illinois organized as a statewide Advocacy Consortium of<p> </p> Public Illinois Alumni Associations as well as a coalition of public and<p> </p> private universities, community colleges, labor organizations, and businesses<p> </p> to advocate on behalf of higher education. Since the budget impasse began in the<p> </p> spring of 2015, advocates for our institutions sent tens of thousands of emails<p> </p> to the Illinois General Assembly and the Illinois Governor, urging them to make<p> </p> the tough compromises necessary to fund higher education in our state. In addition to emails, grassroots volunteers<p> </p> participated in boots-to-the-ground activities such as a lobby day, in-district<p> </p> meetings, a tele-town hall and legislative receptions across the state that advocates<p> </p> could attend. When legislators heard<p> </p> directly from our alumni, students and faculty/staff about how their success<p> </p> and contributions to the state’s well-being are rooted in their higher<p> </p> education, it really made a difference. The budget crisis influenced a broad audience<p> </p> of donors and volunteers that became effective alumni leaders and a team of highly<p> </p> engaged advocates for the institution." 12/12/17 9:00 am 10:00 am Michelle Suarez michelles@alumni.siu.edu Vice President for Institutional Advancement and Executive Director, SIU Alumni Association Southern Illinois University - Carbondale
Weathering the Longest State Budget Crisis in History: What We Learned Defending Illinois Public Higher Education and How We Utilized Grassroots Advocacy Along the Way Executives Institute "From 2015-17 Illinois experienced an<p> </p> unprecedented budget impasse that completely defunded higher education for two<p> </p> years.Throughout, the Illinois institutions of higher education were forced to<p> </p> restructure their budgeting practices and rigorously engage in public debate between<p> </p> policymakers, university stakeholders and Illinois residents. As the<p> </p> issue drew more state and national interest, Illinois institutions of higher<p> </p> education seized the opportunity to expand existing grassroots advocacy efforts<p> </p> and develop a powerful partnership between universities in the state. At this session, you will learn how Illinois<p> </p> institutions of higher education came together to mobilize their alumni, increase<p> </p> higher education’s voice in the capitol, and move the needle on funding for<p> </p> higher education. This consortium of<p> </p> public universities in Illinois organized as a statewide Advocacy Consortium of<p> </p> Public Illinois Alumni Associations as well as a coalition of public and<p> </p> private universities, community colleges, labor organizations, and businesses<p> </p> to advocate on behalf of higher education. Since the budget impasse began in the<p> </p> spring of 2015, advocates for our institutions sent tens of thousands of emails<p> </p> to the Illinois General Assembly and the Illinois Governor, urging them to make<p> </p> the tough compromises necessary to fund higher education in our state. In addition to emails, grassroots volunteers<p> </p> participated in boots-to-the-ground activities such as a lobby day, in-district<p> </p> meetings, a tele-town hall and legislative receptions across the state that advocates<p> </p> could attend. When legislators heard<p> </p> directly from our alumni, students and faculty/staff about how their success<p> </p> and contributions to the state’s well-being are rooted in their higher<p> </p> education, it really made a difference. The budget crisis influenced a broad audience<p> </p> of donors and volunteers that became effective alumni leaders and a team of highly<p> </p> engaged advocates for the institution." 12/12/17 9:00 am 10:00 am John Charles jcharles@siu.edu Executive Director of Government and Public Affairs Southern Illinois University System
Changing the Paradigm: Organizing for Success in Advancement Executives Institute "Changing times, increased expectations, limited<p> </p> resources...the need for a highly functional advancement program has never been<p> </p> more important or expected.  Whether<p> </p> responding to opportunity or crisis, the strategic and creative alignment of<p> </p> programs, personnel and processes is essential. Seasoned advancement professionals<p> </p> will share their strategies and insight for organizing for success in advancement. From preparing to<p> </p> launch a new campaign to seizing on an emerging opportunity to addressing<p> </p> critical needs or lagging challenges, participants will discuss critical issues<p> </p> related to the alignment of personnel and programs, critical to the success and<p> </p> change in culture. Specific attention<p> </p> will be given to the areas of annual giving, development, alumni relations, donor relations, advancement services, campaign management and volunteer<p> </p> engagement.          " 12/12/17 10:30 am 11:30 am Michael McGreevey mmcgreevey@otterbein.edu Vice President for Institutional Advancement Otterbein University
Changing the Paradigm: Organizing for Success in Advancement Executives Institute "Changing times, increased expectations, limited<p> </p> resources...the need for a highly functional advancement program has never been<p> </p> more important or expected.  Whether<p> </p> responding to opportunity or crisis, the strategic and creative alignment of<p> </p> programs, personnel and processes is essential. Seasoned advancement professionals<p> </p> will share their strategies and insight for organizing for success in advancement. From preparing to<p> </p> launch a new campaign to seizing on an emerging opportunity to addressing<p> </p> critical needs or lagging challenges, participants will discuss critical issues<p> </p> related to the alignment of personnel and programs, critical to the success and<p> </p> change in culture. Specific attention<p> </p> will be given to the areas of annual giving, development, alumni relations, donor relations, advancement services, campaign management and volunteer<p> </p> engagement.          " 12/12/17 10:30 am 11:30 am Elizabeth Hughes hughes@iit.edu Vice President for Institutional Advancement Illinois Institute of Technology
Changing the Paradigm: Organizing for Success in Advancement Executives Institute "Changing times, increased expectations, limited<p> </p> resources...the need for a highly functional advancement program has never been<p> </p> more important or expected.  Whether<p> </p> responding to opportunity or crisis, the strategic and creative alignment of<p> </p> programs, personnel and processes is essential. Seasoned advancement professionals<p> </p> will share their strategies and insight for organizing for success in advancement. From preparing to<p> </p> launch a new campaign to seizing on an emerging opportunity to addressing<p> </p> critical needs or lagging challenges, participants will discuss critical issues<p> </p> related to the alignment of personnel and programs, critical to the success and<p> </p> change in culture. Specific attention<p> </p> will be given to the areas of annual giving, development, alumni relations, donor relations, advancement services, campaign management and volunteer<p> </p> engagement.          " 12/12/17 10:30 am 11:30 am Shannon Spencer s-spencer@onu.edu Vice President of Advancement Ohio Northern University
The Art and Science of Gift Agreements Executives Institute "The ""science"" of a well-written gift agreement<p> </p> starts with an ""artful"" solicitation that matches donor intent with<p> </p> institutional priorities. This session will provide key decision makers and<p> </p> fundraising professionals with a framework for understanding the utility and<p> </p> functionality of gift agreements. It will also explain why early partnership<p> </p> with agreement writers and advisers will help alleviate common bottlenecks in<p> </p> the closure of gifts by ensuring solicitations are designed to be legally sound<p> </p> and administratively practical. Topics will include the importance of using<p> </p> standard and broad gift terms, the risks of customizing language, and<p> </p> explaining and negotiating agreement terms with donors." 12/12/17 10:30 am 11:30 am Jennifer Carroll jmcarrol@uif.uillinois.edu Director of Gift Planning Operations The University of Illinois Foundation
The Art and Science of Gift Agreements Executives Institute "The ""science"" of a well-written gift agreement<p> </p> starts with an ""artful"" solicitation that matches donor intent with<p> </p> institutional priorities. This session will provide key decision makers and<p> </p> fundraising professionals with a framework for understanding the utility and<p> </p> functionality of gift agreements. It will also explain why early partnership<p> </p> with agreement writers and advisers will help alleviate common bottlenecks in<p> </p> the closure of gifts by ensuring solicitations are designed to be legally sound<p> </p> and administratively practical. Topics will include the importance of using<p> </p> standard and broad gift terms, the risks of customizing language, and<p> </p> explaining and negotiating agreement terms with donors." 12/12/17 10:30 am 11:30 am Farheen Asif farheen.asif@northwestern.edu Senior Associate Director, Gift Acceptance and Fund Management Northwestern University