Check back frequently for updates on new sessions!

 

 

Sunday 1:00 pm - 2:00 pm

Champagne Taste on a Beer Budget

Michigan B 

Many mid-career professionals in the field of
alumni relations inherit an alumni calendar of events from their predecessor,
but with the added task of initiating process improvement, or attempts to
mix-up a current alumni event calendar -- all while coping with a flat lined
budget. Director of Alumni Engagement at Monmouth College, Hannah J. Maher,
will discuss the rational and planning factors that have led to donor-funded
alumni gatherings and unique experiential events such as their 2016 Pride of
CASE V Silver Award-winning "Denver Mile High Stadium Alumni Event."

Presented by:

  • Hannah Maher - Director of Alumni Engagement, Monmouth College

Secondary Tracks:  Communications   |   Advancement Fundamentals


Sunday 1:00 pm - 2:00 pm

From Concept to Launch: Creating a University Marketing Campaign In-house

Michigan A 

Developing an award-winning marketing campaign
that is unique, on trend and well-received can be expensive and hard. Getting buy-in
from leadership and other campus units can be even harder. This session will
walk through the steps taken by Western Michigan University to create the institution’s latest
marketing campaign. Led by directors from University Relations, the steps
include: marketing research, in-house ideation, creative development, copy
testing with key audiences, and implementation both on and off campus. The
presenters will stress the importance of internal buy-in and how to best
utilize on-campus talent to affordably create a concept that people will get
behind. 

Presented by:

  • Chris Hunt - Director of Marketing Communications, University Relations, Western Michigan University
  • Kim Nelson - Director of University Creative Services, Western Michigan University

Secondary Tracks:  Communications


Sunday 1:00 pm - 2:00 pm

Going Digital for Major Donors

Superior B 

During the University of Minnesota's 2016 online giving day, new engagement tactics aimed at high capacity donors helped contribute to doubling the giving total from the previous year's campaign. Perhaps more importantly, the innovative engagement tactic added potential donors to the major gift prospect pipeline. Now, fundraisers at the University of Minnesota are building a digital strategy for engaging major donors. 

During this session you'll learn:

  • How to build a digital major donor engagement strategy.
  • Giving day tactics that strengthen relationships with major donors.
  • Digital stewardship tactics for major and corporate donors.

Presented by:

  • Robyn White - Associate Director, Digital Marketing, University of Minnesota Foundation
  • Justin Ware - President and Co-Founder, Groundwork Digital

Secondary Tracks:  Advancement Fundamentals


Sunday 1:00 pm - 2:00 pm

It takes more than patience to bring patients into CRM: A case study on integration of data and prospect management

Superior A 

Are your grateful, patient prospects living on Excel spreadsheets or in a separate shadow database? 
Do you wish that you could track and report out on them in the same way as
alumni and/or donors?  In early 2017, the Wisconsin Foundation and Alumni
Association completed an 18-month project to integrate its grateful patient
shadow database into the main CRM.  Join the presenters as they outline
their implementation strategy, security considerations, and patient prospect
management workflow. 

Presented by:

  • Chelsey Bunderson - Senior Prospect Development Analyst, Wisconsin Foundation & Alumni Association
  • Pete Schmeling, CFRE - Senior Director of Development,Department of Medicine , Wisconsin Foundation & Alumni Association

Secondary Tracks:  Critical Issues


Sunday 2:30 pm - 3:30 pm

Collaboration Among Major and Planned Giving Officers to Maximize Gifts

Superior B 

This session will focus on building and strengthening
collaborative internal relationships among major gift and gift planning
professionals to enhance meetings, communications and strategy along every step
of the donor continuum. We will focus on cross marketing, communications
materials, enhanced asks, and strength in numbers (the benefits of two
attending one call). We will discuss metrics to enhance collaborative
practices. The strategies and ideas shared will also be of value to
organizations with gift officers wearing both hats. We will share strategies
and examples to shift conversations and focus toward closure.

Presented by:

  • Lauren Steinberg - Senior Director of Development, The Pennsylvania State University
  • Keith Cook - Director of Planned Giving, The Pennsyvania State University

Sunday 2:30 pm - 3:30 pm

Developing Effective Intercultural Volunteer Practices

Superior A 

The demographics of our alumni populations are changing - but are your
volunteer management strategies? This session will examine common
challenges advancement professionals may face managing volunteers who
share different social identities along race, gender identity and
sexuality. We will also discuss the benefits of developing inclusive
volunteer management practices. Hear one volunteer manager share their
learning curve and how they changed their volunteer management practices
to deepen alumni engagement.

Presented by:

  • Neely Heubach - Associate Director of Alumni Engagement, Macalester College

Secondary Tracks:  Advancement Fundamentals


Sunday 2:30 pm - 3:30 pm

Internal Comm Matters: A Story of Collaboration

Michigan A 

Miami Matters, Miami University’s 2016 Pride of Case V Gold-winning
e-newsletter, tackles the critical issues facing internal communications
through the art of story-telling. With a collaborative approach to creative
content, the e-newsletter uses the latest in technology that anyone, even on a
shoestring budget, can use. In our presentation, we will explain our
collaborative creative process that includes maximizing our website’s content
management system with the latest in e-newsletter technology to share Miami’s
news.

Presented by:

  • Carole Johnson - Assistant Director of University News and Communications, Miami University
  • Todd Pashak - Manager of Digital and Emerging Media, Miami University

Secondary Tracks:  Communications   |   Key Decision Makers   |   Advancement Fundamentals


Monday 9:00 am - 10:00 am

Making a Tough Situation Tougher: Social Media’s Impact on Crisis Communication Planning

Superior B 

Facebook, Twitter, YouTube, Instagram – these and other
social media platforms have upped the game of crisis communication planning in
higher education. While the fundamentals remain the same, social media have added
another layer of complexity to an already-challenging responsibility. Timeliness,
transparency, and interaction have never been more important. The University of
Mount Union embraced this new reality in 2016 when it undertook a revision of its
crisis communication plan, expanding its previous one-page emergency
communication protocol into a comprehensive and multi-faceted strategy. The
result: detailed protocols for emergency and non-emergency communication as
well as reputation and rumor management developed specifically with the
challenges of social media in mind. 

Presented by:

  • Melissa Gardner - Vice President, University of Mount Union

Secondary Tracks:  Communications   |   Key Decision Makers   |   Hot Topics Discussions   |   Critical Issues


Monday 9:00 am - 10:00 am

Modern Frontline Fundraising: A Team-based Approach to Major Gifts

Michigan B 

How can advancement shops collaborate effectively to power frontline
fundraising? Learn how a team of gift officers at Northern Illinois University is
aligning efforts to share insights and encourage engagement to help discover
new prospects and nurture donor relationships. Hear how Director of
Advancement, David Haas is encouraging his team to leverage key data points,
social insights, and engagement activities to identify high-capacity prospects,
secure more meetings, and move donors through the funnel.

Presented by:

  • David Haas - Director of Advancement, Northern Illinois University
  • Brent Grinna - CEO, EverTrue

Secondary Tracks:  Communications   |   Key Decision Makers


Monday 9:00 am - 10:00 am

Rules of (International) Engagement: Challenges and Tactics for Building Alumni Communities Abroad

Michigan A 

We're in the relationship building business! Our institution is a global one! As alumni relations and development officers, we know that building strong relationships with our constituents is our bread and butter. But, the world is a big place - how do we maintain those relationships when our institution is 5,000 miles away? Establishing your presence internationally comes with managing cultural differences, potentially sticky geopolitics, spotty data, challenging communications, and not enough resources to be everywhere at once. Whether your office has long been working abroad or you're just starting out, this session will provide you with tips on engaging alumni from afar.

Presented by:

  • Sharday El-Assar - Associate Director, Global Engagement, University of Chicago
  • Mari Meyer - Senior Associate Director, Global Engagement, University of Chicago
  • Thomas Priebe - Associate Director, International Advancement, University of Chicago
  • Andrew Knap - Senior Associate Director, Campaign Management, University of Chicago

Secondary Tracks:  Advancement Fundamentals


Monday 10:30 am - 11:30 am

It Takes Two: The Dean and Chief Development Officer Partnership

Superior A 

Your
working relationship with your dean or vice president can make or break your
development program. Hear from a seasoned development director and an
experienced dean about their ten-year partnership to transform their college.
They will describe the strategies they use that contribute to their successful
working relationship. They will discuss the approach they used to infuse a
philanthropic culture throughout the college. They will also talk about the
comprehensive campaign they planned and implemented, the results and impact on
the college.

Presented by:

  • Lynn Slifer - Director of External Relations, College of Education and Human Development , University of Minnesota
  • Jean Quam - Dean, College of Education and Human Development, University of Minnesota

Secondary Tracks:  Critical Issues


Monday 10:30 am - 11:30 am

Stuck in the Middle With You: Walking the Tightrope of Engagement vs. Giving on IU Day

Superior B 

This April, Indiana University hosted its second-annual IU Day: a
university-wide, 24-hour advancement event. Conceived as “a day of engagement,
with an important giving component,” IU Day intersects with two critical—yet
sometimes conflicting—points in the fundraising cycle. This session will offer
a candid glimpse of the push-and-pull between these two strategic priorities:
How do you avoid muddied messages? How do you succeed in one area without
compromising the other? And is it even worth it to attempt both at once? (For
us, the answer is a mildly tortured “yes.”) We’ll share lessons learned,
improvements made, and ongoing questions.

 

Presented by:

  • Meg Barrett - Creative Director, Indiana University Foundation
  • Bauer Brittany - Project Manager , Indiana University Foundation

Secondary Tracks:  Communications   |   Key Decision Makers   |   Advancement Fundamentals


Monday 10:30 am - 11:30 am

Team Huddle: Centralizing Your Departments

Michigan A 

Do you have colleagues across your campus or organization who do similar work but do not report into the same team? If you raised your hand this session is for you! Learn how Colorado State University centralized its events team and the steps UC-Davis took to consolidate its main campus and health system donor relations teams. This session will cover how to know if it's time to make this move and provide a playbook to go through the process. You won't even need team jerseys to score big with these ideas!

Presented by:

  • Matthew Helmer - Executive Director, CSU Events & Community Engagement, Colorado State University
  • Angela Joens - Assistant Vice Chancellor of Development Outreach, UC-Davis

Secondary Tracks:  Key Decision Makers


Monday 1:30 pm - 2:30 pm

Data-Driven Annual Giving

Superior A 

They say all fundraising begins and ends with data, but this premise is never truer than in the context of an annual giving program. In the midst of all the data available for measurement and analysis, what matters most to yield dollars and donors? Featuring Miami of Ohio’s CASE District V multi-Platinum award winning Day of Giving #MoveinMiami, we will explore everything from predictive modeling to strategic segmentation, volunteer support and management related to reunions and Days of Giving, and donor behavior across direct marketing channels, we discuss best practices in reporting and analyzing your donors’ data to help you develop actionable insights that work.

Presented by:

  • Julie Solomon - Practice Manager, Advancement, EAB | Royall & Company
  • Emily Berry - Senior Director, Annual Fund, Miami University

Secondary Tracks:  Critical Issues


Monday 1:30 pm - 2:30 pm

Inside the Faculty Psyche: Tips for Leveraging Academics in Alumni Relations and Development

Michigan B 

While many advancement professionals understand the importance of utilizing a broad spectrum of institutional constituents to facilitate meaningful connections for alumni, navigating the complexities of engaging faculty in the process can prove challenging. Learn more about the "why" and "how" of faculty involvement in many aspects of advancement work and how you and your institution can most effectively leverage academics for the purposes of engagement!

Presented by:

  • Angela Erickson - Director of Alumni and Parent Engagement , Gustavus Adolphus College

Secondary Tracks:  Communications   |   Key Decision Makers   |   Advancement Fundamentals


Monday 1:30 pm - 2:30 pm

Leveraging Inclusion for Institutional Advancement: Efficacy and Outcomes in Diversity Outreach

Michigan A 

The University of Cincinnati Alumni Association (UCAA) saw a large gap in engagement and philanthropy with its underrepresented communities such as ethnic minorities, LGBTQ, and Veterans. Conference presentations and industry articles have been written about the business case for reaching out to these populations, but many do not include tactical best practices and outcomes. Over the course of 16 months, the UCAA saw gains in engagement, volunteerism, and philanthropy within these groups. This workshop will outline the challenges faced at the UCAA in reaching out to underrepresented groups of alumni, the methodology of engagement, and the outcomes from the UCAA's activities.

Presented by:

  • Justin Gibson - Associate Director, Diversity Outreach & Engagement, University of Cincinnati Alumni Association
  • Adrienne McDade - Director, Annual Giving, University of Cincinnati Foundation

Secondary Tracks:  Advancement Fundamentals


Monday 1:30 pm - 2:30 pm

Precision Constituent Mining Using Social Media Databases

Superior B 

Facebook has been collecting data on users for a decade now.
As a result, Facebook has an average of 300K data points on each user.
Recently, Facebook made two significant shifts. One, they purchased and
appended additional outside data including wealth identification information
like user net worth, liquid assets, home value, number of homes, and
philanthropic giving behavior. Two, for the first time they have opened up
their database for organizations to build highly targeted audiences based on
criteria of their choosing. In this session, you will learn about these
recently released wealth targeting tools and how these tools can facilitate the
creation of digital major gift pipelines.

Presented by:

  • Barett Christensen - Senior Digital Fundraising Associate, Bentz Whaley Flessner
  • James Bauerle - , Northern Arizona University

Secondary Tracks:  Critical Issues


Monday 3:00 pm - 4:00 pm

Caught in the Crossfire of a Scandal: An Advancement Leader's Cautionary Tale

Superior B 

In 2013 John N. Diamond, the University of Arkansas' chief university relations officer, testified under oath against his chancellor and other top officials as part of an investigation into the mismanagement of millions of university dollars. His testimony told of document destruction, misrepresentation of the university finances to state auditors, violations of the state's public records laws, attempts to cover up complicity, and perjury. The investigation concluded with a number of stunning - and embarassing - outcomes. Diamond's story provides a cautionary tale about leadership and accountability.

Presented by:

  • John Diamond - President and Executive Director, University of Maine Alumni Association

Secondary Tracks:  Key Decision Makers


Monday 3:00 pm - 4:00 pm

Does Leadership have a Place in Fundraising or Advancement?

Superior A 

"Everything Rises and Falls on Leadership" - Those are the words of the #1 leadership
expert in the country, Dr. John C. Maxwell.  Do you agree?
In the fast paced, results oriented world of fundraising/advancement, we know there are many
pressing issues that a professional must consider.  Among the most
challenging is the balancing act of competing expectations from the
organizational leadership and the board.  We are acutely aware of the
epidemic of fundraisers changing jobs.  Do you ever stop to wonder if part
of the reason may be their relationship with their boss?  Have you heard the
statement - "People don't quit jobs they quit their boss"?
From the very first moment of this presentation, you will be challenged to consider what
leadership really is, why is it critical in fundraising/advancement arena,  and how do you get better at being a leader. You will be presented with 3 key principles of leadership and will have the
opportunity to put them into practice with a case study to hone your skills and
be a leader that others will want to follow.  

Presented by:

  • Jay Browning, CFRE - Associate Vice President, Central Programs, University of Cincinnati Foundation
  • Dr. Deborah Robinson - Vice President, Development, University of Cincinnati Foundation

Secondary Tracks:  Critical Issues


Monday 3:00 pm - 4:00 pm

Proven Targeted Strategies to Increase Results

Michigan A 

Marketing higher
education is extremely competitive and challenging. The media landscape changes
daily with emerging technologies and prospects are being overwhelmed with clutter. How do you increase awareness, consideration and enrollment for your institution in the new digital age? Does traditional media have a  place and can you be efficient? All roads start with a media strategy, KPIs and
clear target.  With those and you can propel prospects to act. It’s less
about mass, and more about how to engage the individual consumer. Learn a
step-by-step strategy, tactics, and platforms and how to use the results for
success.

Presented by:

  • Beth Cavanaugh - Assistant Vice President, Brand Strategy, Miami University
  • Kim Wiest - President, Platinum Marketing Group
  • Lori Summer - Senior Account Manager, Platinum Marketing Group

Secondary Tracks:  Communications   |   Key Decision Makers


Tuesday 9:00 am - 10:00 am

Market to Audience Mindset, Not Demographics:Moving beyond demographics and audience labels to create a richer, fuller understanding of donor populations.

Michigan B 

With a
compelling vision for the university and fundraising priorities firmly in
place, Xavier University was ready for a big idea that would captivate donors
and inspire them to act. This defining chapter in the Xavier story is one that
will be shared with the entire Musketeer family – a moment that would not be
possible without the loyal contributions of donors throughout the years. In
planning for the 2017 public launch of a comprehensive capital campaign, the
Xavier team worked collaboratively with Ologie to create a communications
strategy and creative platform. This included deeply informed audience
segmentation and persona development. The process is designed to uncover the
human factors behind traditional donor behaviors, revealing deep emotional and
psychological motivations and characteristics that are unique to the Xavier
family. The resulting segmentation serves as an added layer of intelligence
that was then built into an existing donor database, providing razor-sharp,
actionable insight. This presentation will highlight the process of how the
Xavier and Ologie team worked together to deepen their understanding of donor
populations in a way that radically shifts how fundraisers think about and
approach their donors through fundraising campaigns. We’ll also offer ways in
which universities can adapt the same thinking and approach to their campaign
strategy."

Presented by:

  • Susan Abel - Associate Vice President, University Relations, Xavier University
  • Doug Edwards - Senior Strategist, Ologie
  • Pete Owendoff - Executive Director for Major Gifts, Xavier University

Secondary Tracks:  Critical Issues


Tuesday 9:00 am - 10:00 am

Measuring Impact: Lessons Learned Creating Alumni Engagement Metrics

Michigan A 

For the past three years, the University of Minnesota Alumni Association, University of Minnesota Foundation, and colleges and units across the U have been working together to create alumni engagement metrics from the ground up. Along the way we've encountered some surprises and unexpected challenges. If you are considering undertaking a metrics project or are in the early stages of tracking alumni engagement, hear about lessons learned that will help you focus your efforts and align expectations for greater success.

Presented by:

  • Caryn Korman - Executive Director, University of Illinois Chicago Alumni Association
  • Joelle Larson - Director of Alumni Relations, University of Minnesota College of Science and Engineering
  • Mike McNaughton - IT Manager of Reporting and Analytics, University of Minnesota Foundation

Secondary Tracks:  Key Decision Makers


Tuesday 10:30 am - 11:30 am

Are we Speaking the same Language?

Superior A 

Many gift opportunities may be closer that we think, if we know how to talk about them.
Donors, attorneys, financial advisers, and accountants are all looking at
the same picture, but may as well be speaking in different languages which
block real communications. We’ll discuss IRA Rollovers, Life Insurance Gifts,
and how to work with donors and their advisers to all be on the same planning
page.

  


               

Presented by:

  • David Cahoone - Principal, The Advanced Wealth Studies Institute
  • Brain Nielson - Director, The College of Wooster

Secondary Tracks:  Critical Issues


Tuesday 10:30 am - 11:30 am

Around the World in 60 Minutes: How One University is Engaging International Constituents

Michigan B 

The past several years have seen increasing international student enrollments resulting in increasing international alumni. The distance, data, budgets and cultural issues have at times been difficult to manage. With social media such as LinkedIn, Facebook, Whatsapp, WeChat and other platforms it is easier to engage with alumni, parents and friends. Now is the time to engage as never before! A panel representing International Advancement, the Purdue Alumni Association, and the Office of Corporate and Global Partnerships will share lessons learned - managing data, engaging alumni, corporate partnerships, supporting presidential visits, student recruitment events, and campus relationships - all with an eye on increasing gifts for the Purdue Ever True Capital Campaign. The session will be interactive as there is much to learn from each other.

Presented by:

  • Cheryl Altinkemer - Associate Vice President for International Advancement, Purdue Research Foundation
  • Heidi Arola - Managing Director, Global Partnerships, Purdue University
  • Mary Dennis - Vice President for International Outreach and Engagement, Purdue Alumni Association
  • Tia Tracy - International Engagement Manager, Purdue Research Foundation

Secondary Tracks:  Hot Topics Discussions


Tuesday 10:30 am - 11:30 am

Riding the Wave of Engagement: How to Seize Opportunities for Strategic Communications and Events

Superior B 

As a top-ranked policy school, the Humphrey School of Public Affairs at the University of Minnesota has a pulse on current events and worldwide developments - and what the broader community needs in response. During the past year, the Humphrey School has seized opportunities to engage new and existing alumni and donors, as well as other key stakeholders, around such critical issues as new national policies, gender equity, race and police relations, and more. Learn from specific examples how the School successfully engages alumni, builds a culture of philanthropy, and communicates key messages across the School, the University, and beyond - all with minimal resources.

Presented by:

  • Courtney Barrette - Manager of Alumni Relations & Annual Giving, Humphrey School of Public Affairs - University of Minnesota
  • Andrea Cournoyer - Director of Communications, Humphrey School of Public Affairs - University of Minnesota

Secondary Tracks:  Advancement Fundamentals


Tuesday 10:30 am - 11:30 am

The Odd Couple: A fundraiser and prospect research professional reveal what it takes to make a good working relationship great for everyone.

Michigan A 

The job descriptions and skill sets are very
different. But the goals are exactly the same. Help raise Major Gifts! Every-Single-Year.
The most savvy gift officers and researchers know they are a far more powerful
force working together than going it alone – especially during a campaign. But
just like all couples – odd or not – cultivating a successful
fundraiser/researcher relationship takes discipline and requires trust and respect. And maybe a little
therapy! In this session, we'll talk candidly about how our differences enhance
our collective effort and what we think it takes to become a formidable
fundraising duo in your organization.

Presented by:

  • David Lasater - Associate Vice President, Advancement, Purdue University
  • Cindy Teron - Associate Director, Prospect Development, Purdue University

Secondary Tracks:  Critical Issues