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Sunday 1:00 pm - 2:00 pm

Merging Priorities and Changing Culture Across the University

Mayfair 

Colleges
and universities across the country are looking for new and innovative ways
to utilize alumni, students, and parents in the college search process. Learn
how The Ohio State University has been able to enhance its alumni engagement,
grow its applicant pool, increase selectivity, and reduce spending on
recruitment and yield efforts thanks in part to a partnership between its
admission office and alumni association. Explore traditional and
nontraditional ways that alumni can contribute to the recruitment process and
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 Director, First Year Experience, The Ohio State 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
presentation of new research that seeks to extend and expand the knowledge of
leadership, engagement, and philanthropy among nonprofit board members and
provide a more detailed picture of the relationship between diversity on
nonprofit boards and organizational efficacy. Embracing the growing importance
of diversity—in particular the recognition that women and a wide range of
ethnic and racial groups play key roles as donors and leaders in the nonprofit
sector—is essential in the 21st century for philanthropy to reflect the values
of a pluralistic society.  Current demographic changes in the ethnic and
racial make-up of the nation will have a transformative effect on the concerns
and goals driving the nonprofit sector. This session will preview new research
being conducted by the Indiana University Lilly Family School of Philanthropy,
BoardSource, and Johnson, Grossnickle and Associates using data available from
BoardSource’s Leading with Intent (LWI) surveys, the Million Dollar List, and
IRS Forms 990. Attendees will learn more about these topics: the relationship between board leadership, engagement, and philanthropy among
board members, board participation in fundraising by organizational characteristics,
demographic characteristics, board involvement in financial decision making,
leadership roles and responsibilities within nonprofit boards by gender
composition, and organizational performance by board engagement and
composition, how the changing demographic composition of American society will
impact leadership, board composition, and the philanthropic sector and how to work more effectively with women and diverse groups as board members

Presented by:

  • Gene Tempel - Professor of Philanthropic Studies and Founding Dean Emeritus, Indiana University Lilly Family School of Philanthropy
  • 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
onboarding plan, rooted in focusing on the mechanics of major gift fundraising.
The presenters will highlight how their plan, parlayed with data-driven
decision-making, led the Purdue University College of Pharmacy to a top-three
fundraising year in unit history; propelling the College to its Ever True
campaign goal of $37.5M two-and-one-half years ahead of the campaign’s end.
Although this session will have examples from a Big Ten-perspective, the
presentation and key takeaways from this session will be adaptable to all
levels fundraising and transferable to fundraising in non-institutional
organizations. A cafeteria-style Q&A will take place with the audience to answer
any questions they have and open up the discussion of best practices other
institutions have found useful regarding onboarding during campaigns, prior to
the session ending. There will be an article published on LinkedIn in
early-fall by the presenters on this very topic. The article will serve as a
session preview- promoting CASE V Conference attendance and generating
discussion questions to bring to the session. The session will include a
templet for the first 30-60-90 days of onboarding a major gift officer during a capital
campaign, a step-by step plan to have major gift discussions within the first
90 days of onboarding a new major gift officer, a guide for onboarding major gift officers to effectively and
efficiently capture information on prospects, data-driven examples of
determining a great prospect from a prospect that will require work;  and
a plan to ensure a new major gift officers meets or exceeds all organizational metrics in year
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
can be used to begin a positive discussion regarding a university's role within
the lives of citizens across its state. By delivering a disruptive campaign in
the higher education and alumni relations space, a school can show how all
residents benefit from a university's research, economic impact and leadership
at a time when funding models and perceptions of higher education are changing.
Learn how one national university began to proactively change the narrative in
its own backyard by launching a campaign to demonstrate its value through
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
partnerships. Advancement is a relationship business. But relationships with
no purpose are just friendships! And, this business isn't about making more
friends. It is about increasing
engagement and private support for our beloved colleges and schools. This panel
includes a University Trustee and Major Donor; a recently appointed Dean; and a
tenured faculty member and department chair who has secured millions of dollars
in funding for the program he directs. The panel will be moderated by this year's CASE District V Chairman of
the Board of Directors.

Come and hear advice and counsel from some of
those who know us best. In
this candid and refreshing dialogue, we will no doubt learn how we can better
help our advancement partners achieve their desired outcomes, and in turn help
each of us become better advancement professionals.

Presented by:

  • Brad Bundy - Senior Associate Vice President, Miami University
  • John Altman - National Trustee, Miami University
  • Beth 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
capable team, but what happens when there is a shortage of talent? Experienced
and effective frontline fundraisers are hard to find, and higher education
institutions are often forced to consider hiring from a small pool of
underqualified candidates.

This session will explore the untapped fundraising potential
of professionals with no development experience but a wealth of transferable
skills. By widening their scope, colleges and universities can leverage their
alumni bases to find a new crop of standout fundraisers. We will present
original research on development hiring practices in higher education, and our
panelists will share their experiences with recruiting and on boarding alternative
talent. Determine how to identify top prospective fundraisers
from your alumni base. Understand how to assess whether candidates have the
right motivations and transferable skills. Learn steps to onboard and train your
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

Breaking in a New President

Mayfair 

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

Presented by:

  • Jake Heuser - Vice President for Advancement, Bradley University

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.
This presentation will focus on key strategies that will improve your retention
rate and employee satisfaction including strategies for hiring
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,

Secondary Tracks:  Critical Issues


Monday 3:00 pm - 4:00 pm

Leadership Development in Fundraising Institutions

Ohio 

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

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

Mayfair 

This presentation shares a 10-year case study on a highly
successful unrestricted endowment initiative where more than 110 funds have
been established in one school at the University of Pittsburgh. This study,
which appears in the new journal, Philanthropy
& Education
, demonstrates how these funds generated greater
unrestricted income along with a substantial pipeline of major and planned
giving donors. Demographic and giving characteristics of the donors will be
shared, along with recommendations for implementation as this model was replicated
at another institution in 2010 and offered university-wide for any college,
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
unprecedented budget impasse that completely defunded higher education for two
years.Throughout, the Illinois institutions of higher education were forced to
restructure their budgeting practices and rigorously engage in public debate between
policymakers, university stakeholders and Illinois residents. As the
issue drew more state and national interest, Illinois institutions of higher
education seized the opportunity to expand existing grassroots advocacy efforts
and develop a powerful partnership between universities in the state. At this session, you will learn how Illinois
institutions of higher education came together to mobilize their alumni, increase
higher education’s voice in the capitol, and move the needle on funding for
higher education. This consortium of
public universities in Illinois organized as a statewide Advocacy Consortium of
Public Illinois Alumni Associations as well as a coalition of public and
private universities, community colleges, labor organizations, and businesses
to advocate on behalf of higher education. Since the budget impasse began in the
spring of 2015, advocates for our institutions sent tens of thousands of emails
to the Illinois General Assembly and the Illinois Governor, urging them to make
the tough compromises necessary to fund higher education in our state. In addition to emails, grassroots volunteers
participated in boots-to-the-ground activities such as a lobby day, in-district
meetings, a tele-town hall and legislative receptions across the state that advocates
could attend. When legislators heard
directly from our alumni, students and faculty/staff about how their success
and contributions to the state’s well-being are rooted in their higher
education, it really made a difference. The budget crisis influenced a broad audience
of donors and volunteers that became effective alumni leaders and a team of highly
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
resources...the need for a highly functional advancement program has never been
more important or expected.  Whether
responding to opportunity or crisis, the strategic and creative alignment of
programs, personnel and processes is essential. Seasoned advancement professionals
will share their strategies and insight for organizing for success in advancement. From preparing to
launch a new campaign to seizing on an emerging opportunity to addressing
critical needs or lagging challenges, participants will discuss critical issues
related to the alignment of personnel and programs, critical to the success and
change in culture. Specific attention
will be given to the areas of annual giving, development, alumni relations, donor relations, advancement services, campaign management and volunteer
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
starts with an “artful” solicitation that matches donor intent with
institutional priorities. This session will provide key decision makers and
fundraising professionals with a framework for understanding the utility and
functionality of gift agreements. It will also explain why early partnership
with agreement writers and advisers will help alleviate common bottlenecks in
the closure of gifts by ensuring solicitations are designed to be legally sound
and administratively practical. Topics will include the importance of using
standard and broad gift terms, the risks of customizing language, and
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