Gender Matters: A Practical Approach to Grow Women's Philanthropy

Sunday, 8:30 – 11:30 am

Track: Master Session

Abstract

What if we knew that our engrained fundraising “best practices “ gain only minimal support from women when so much more is possible? We have quantifiable research showing how women give differently, yet what are the practices and behaviors to adapt to engage women donors as they prefer?

Participants will learn specific research data about why gender matters. They will discover what current practices may unconsciously get in the way of connecting with women, what their own data may be telling them, and what their women stakeholders care about. Finally, they leave with a practical process to tailor new approaches.

Presenter(s)

Kathleen E. Loehr, Principal, Kathleen Loehr and Associates

Andrea Pactor, Associate Director, Women's Philanthropy Institute, Indiana University-Purdue University Indianapolis

 

#MeToo in Advancement

Sunday, 8:30 – 11:30 am

Track: Master Session

Abstract

The #MeToo movement started in the entertainment industry but it has awakened a call to action across all industries. The Advancement community must enter the discussion of what is and is not appropriate as we build strong, meaningful relationships with our constituencies. Advancement officers (both men and women) put themselves in vulnerable positions daily when working with donors, board members, trustees, alumni volunteers and others who may not understand boundaries. And what about the advancement officers’ own knowledge and responsibilities regarding boundaries in their actions and words?

This session will provide take-aways for advancement professionals to be better equipped to manage situations that could lead them or their institutions down a possible litigious path with constituents, be proactive with their approaches in order to protect themselves and their institutions, and promote a more equitable work environment for all.

The session will be a mix of presentation, interactive dialogue and case studies, as well as a panel discussion to provide advancement officers with a better understanding of what is and what is not appropriate, and how to handle tough situations while still maintaining the integrity of their work and keep focused on building strong relationships for their institutions. The session will also provide insight into the responsibility of the advancement office, from leadership down to the newest professional, to model and define appropriate behavior when dealing with alumni and prospects.

Presenter(s)

Eileen F. Savage, Chief Advancement Officer, Cranbrook Educational Community

 

Strategic Plan…the two most overused and misunderstood words in an organization.

Sunday, 8:30 – 11:30 am

Track: Master Session

Abstract

How does a strategic plan become part of the culture and the culture of an organization become part of a strategic plan? How do you build ownership into the planning process? Utilizing our experience of building the Ohio State Alumni Association’s 2017 Strategic Plan, participants will engage in discussions and exercises to aid their own planning efforts. The presenters will share how they engaged staff at all levels and built strong relationships between leadership volunteers and institution leaders. Presented by Association staff and Board members, this session will provide tools and examples to apply to your strategic planning efforts.

Presenter(s)

Kimberly L. Gray, Senior Director, Special Projects, The Ohio State University Alumni Association

Catherine Baumgardner, Treasurer, Ohio State University Alumni Board of Directors, The Ohio State University Alumni Association

Justin Fincher, Associate Vice President of Constituent Experience and Chief Administrative Officer, Ohio State University

 

 

If you get the Culture Right, the Rest is Easy

Sunday, 8:30 – 11:30 am

Track: Master Session

Abstract

We believe that philanthropy is not about money, but about leaving the world a better place than when we found it. We will share with you how we have doubled philanthropy with the same staff, using office culture and values to drive us. This session is intended to transform the way participants understand philanthropy. Presenting a shift from transnational philanthropy to relational philanthropy, presenters will stress the importance of relationships, office culture, and leading with joy. We will also examine changes we have made in our office staffing structure, the measures of success we have redefined, and adjustments as to how we approach benefactors. Not only has this allowed us to greatly exceed our fundraising goal, but we have experienced a higher retention of staff and professional satisfaction.

Presenter(s)

Scott Arthur, Vice Chancellor, University of Colorado Anschutz Medical Campus

James Hodge, Associate Vice Chancellor, University of Colorado Anschutz Medical Campus

 

 

Partners in Success: How to Leverage Campus Partners for Your Day of Giving Campaign

Sunday, 8:30 – 11:30 am

Track: Master Session

Abstract

Partners in Success – How to Leverage Campus Partners for Your Day of Giving Campaign Online day of giving campaigns are breaking new ground in terms of engaging first-time donors, creating a social media buzz among young alumni, and raising difference-making dollars. But you can’t go it alone. The most successful day of giving campaigns, and the ones building momentum toward the future, require teamwork between development, alumni relations, stewardship, and campus partners. Join members of Miami University’s team to learn how their collaborations on the #MoveInMiami campaign, produced a Pride of CASE V platinum award winner and a triumph for the entire University community. Attendees will learn how to: • Partner with faculty, staff and students to help meet their fundraising needs; • Educate and involve the campus community in the important work of fundraising; • Focus on alumni engagement as well as raising money; • Make it a fun donor experience that will encourage repeat donors; • Sustain momentum and excitement from one year to the next.

Presenter(s)

Emily Berry, Assistant Vice President of Development, Individual and Annual Giving, Miami University

 

 

Giving Tuesday: Creative Spin on Engaging Donors

Sunday, 1:00 – 2:00 pm

Track: Development

Abstract

As part of Harper College’s 50th anniversary, Harper College held a Virtual 5K to engage alumni. Regardless of location, activity level or schedule alumni were encouraged to participate. The race was held from March 1 – April 1, 2018. Proceeds from the $25 registration fee went to support scholarships. Alumni were asked to be creative in their participation – it didn’t matter what their “race” looked like – the goal was to have fun! Alumni were engaged via email and social media throughout event an encouraged to promote as well using #harperalumni.

Presenter(s)

Anna Ghiotti, Marketing Specialist, Harper College

Kevin Prchal, IL, Digital Content Specialist, Harper College

Heather Zoldak, CFRE, Associate Executive Director/Major Gifts, Harper College

Kristyn Meyer, Manager, Annual Giving & Events, Harper College

 

 

Creating audience-centric content

Sunday, 1:00 – 2:00 pm

Track: Communications

Abstract

In 2017, Ohio State began taking a more audience-centric approach to content creation. The process involved establishing an overarching content strategy; identifying which owned channels were best for reaching key audience segments; leveraging data insights to drive content decision-making; then crafting content that was suited to meet the audience needs per channel. This approach grew out of the establishment of Ohio State's stand-alone marketing department, and an organizational commitment to content marketing as a strategy to help achieve institutional goals. This shift led the marketing department to increase content production by more than 30 percent and also the creation of new channels that enabled the organization to more broadly share content with new audiences while improving engagement with traditional audiences, such as alumni and prospective students.

Presenter(s)

Jay Hansen, Director, Brand Journalism, The Ohio State University

Kristen Convery, Senior director, marketing content, The Ohio State University

Monica DeMeglio, Content strategist, The Ohio State University

 

 

Developing a High-Performing Board

Sunday, 1:00 – 2:00 pm

Track: Executive Leadership

Abstract

It all begins with the board.  At the core of any successful institution or the various colleges and units of which it is made, is its board of directors.  To build and maintain an ideal board takes time, strategy, and effort.  The optimal board members have wisdom, connections, wealth, and a willingness to share all three.  How do you find, recruit, and engage such individuals? Dr. Marcia Sloan Latta and Charlie Shepard will share a board recruitment matrix, a trustee participation report, board member self-evaluation draft, and offer proven recruitment and engagement strategies you can use for your board.

Presenter(s)

Marcia Sloan Latta, Ed.D., Vice President for University Advancement, University of Findlay

Charlie Shepard, Senior Consultant, Gonser Gerber

 

 

Developing as a Leader through Improved Communication Skills

Sunday, 1:00 – 2:00 pm

Track: Personal Development

Abstract

Growing as a successful leader is a process, and one important step in the process is improving our communication skills. In this session, you will learn how to improve your communication skills while focusing on the fundamentals of effective communication, such as organizing your thoughts, connecting with your audience and communicating clearly. We will discuss how to apply fundamental skills in both formal and informal settings. You’ll have an opportunity to learn and practice impromptu speaking skills, which are useful in many situations, like a job interview. We will conclude with suggestions for applying these communication skills to leadership growth.

Presenter(s)

Jennifer Merzdorf, Communications Director, Davidson School of Chemical Engineering, Purdue University

 

 

Do Ask, Do Tell: how one shop creates shared messages for alumni AND donors

Sunday, 1:00 – 2:00 pm

Track: Communications

Abstract

In the field of Advancement, communicators often find themselves solely asking for fundraising support or primarily inviting alumni to networking events and reunions. That was the case for the University of St. Thomas until a massive re-structuring resulted in a new department that now handles all communication for donors, alumni and friends. The initial shift had its pain points. We had to define roles and responsibilities; content strategy; and processes. In the end, we can report results that include more strategic communication and more targeted outreach. We were poised to better promote our message of giving and philanthropy in communications to alumni, without having to reserve that for typical solicitations or development-related events.

In this presentation, we will share our integrated approach to development and alumni engagement communication. We’ll include an overview of the good moments and challenges as we navigated new processes, new expectations and new opportunities for communication. Participants will get an inside look into our biggest projects, including our annual giving event (Tommie Giving Day), and gain new ideas for all types of donor and alumni-related communication pieces and tools.

Presenter(s)

Joanne Pauley, Director, Advancement Communications, University of St. Thomas

Jamie Proulx, Associate Director, Advancement Communications, University of St. Thomas

 

 

Ready for the Next Generation: Student Philanthropy at a Community College

Sunday, 1:00 – 2:00 pm

Track: Development

Abstract

Increase the culture of philanthropy on your campus, cultivate your next generation of givers, and steward your existing donors! This session makes the case for student philanthropy and walks you through the strategies necessary to succeed at a community college. We'll discuss how to plan activities, recruit student volunteers, and get boards and committees involved.

Presenter(s)

Katharine R. Zurek, Annual Giving Specialist, Northwestern Michigan College Foundation

 

 

The Cobb Cab: Student Philanthropy Programming + Why Students Are the Key to Alumni Engagement (and Giving) [Title being worked on.]

Sunday, 1:00 – 2:00 pm

Track: Alumni Relations

Abstract

Student engagement and giving is usually a secondary focus of alumni relations offices—if it is a priority at all. But building relationships with students is key to creating both a healthy engagement pipeline for future alumni and robust alumni engagement in the present. This session focuses on specific tactics to serve student needs and then engage them in conversations about philanthropy. This innovation requires reconsidering outdated programming, listening and responding to students’ preferences, adopting a “give to get” mindset, and forging strategic cross-campus partnerships. Learn best practices you can take back to your campus to increase student engagement and giving.

Presenter(s)

Matt Dymoke, Assistant Director of Alumni Relations, Concordia College

Eric Johnson, Director, Alumni Relations, Concordia College

Tristan Neviske

Mara Zepeda

 

A Case for Emotions – A suggestion for a future development in fundraising performance measurement

Sunday, 2:30 – 3:30 pm

Track: Development

Abstract

asking for money, and more time developing relationship. This suggests that we should also pay attention to emotional and relational cues.

Presenter(s)

Maarten Bout, Director of Development – Major Gifts, Indiana University Maurer School of Law

 

 

Raising Principal Gifts

Sunday, 2:30 – 3:30 pm

Track: Development

Abstract

This session will provide insights and ideas for building relationships, meaningful engagement and results with your highest-capacity donors. We will discuss ‘listening for the gift’, achieving meaningful partnerships, building a strategic team for each donor, asking, taking the long-view when needed, and stewardship. We will look at the importance of principal gifts in building endowment, in campaigns, in supporting the budget and in increasing donor satisfaction. We will consider key elements supporting robust principal gift production, including the role of annual giving and major giving in generating leads and in the development of future principal giving donors.

Presenter(s)

Jim Howard, Director of Principal Gifts, Grinnell College

 

 

Best Practices and Challenging Issues: A Collaborative Discussion

Sunday, 2:30 – 3:30 pm

Track: Executive Leadership

Abstract

Seasoned professionals are invited to share their successes and trials in leading the important areas of advancement at their respective institutions.  Together we will explore opportunities to address problems while growing and advancing our programs and organizations. Participants will offer solutions to common obstacles inherent in our work.

Presenter(s)

Michael McGreevey, Vice President for Insitutional Advancement, Otterbein University

Michele R. Davis, Executive Director of Grant Development and Sponsored Programs, Davenport University

 

 

Using Your Smartphone for Video Projects

Sunday, 2:30 – 3:30 pm

Track: Communications

Abstract

Almost every single one of us is carrying an HD video camera in our pocket. So why don't we use it for our university's video projects? The quality and ease of use is better than you think with your smartphone.

 

 

 

 

Having a fully funded and staffed video crew is always helpful when trying to create a film for your marketing purposes. However, sometimes these types of video shoots can cost prohibitive even on the small scale. Here is a simple and cost effective way to get great video on a tight budget.

Presenter(s)

Tristan Riddell, Digital Content Producer, Northwestern University

 

 

The Life Cycle of Engagement, An Innovative Organizational Model

Sunday, 2:30 – 3:30 pm

Track: Alumni Relations

Abstract

Michigan Technological University is pleased to present our Student Affairs and Advancement Lifecycle of Engagement model for the CASE V conference session. This session details the successful fusion of Michigan Tech’s student affairs, advancement and alumni engagement units. This organizational structure has incorporated a dynamic and very unique organizational model that engages students from pre-college programs through their planned gift. This merger brought together the following departments; advancement, alumni engagement, enrollment management, university relations, marketing and communications, athletics, the dean of students and student activities. To our knowledge, there are no other higher education institutions that have aligned Student Affairs and Advancement under one Vice President for Student Affairs and Advancement.

Presenter(s)

William R. Roberts, Associate Vice President of Advancement and Alumni Engagement, Michigan Technological University

Les Cook, Vice President for Student Affairs and Advancement, Michigan Technological University

 

 

The Leadership of Change: How to Successfully Navigate Change at the Executive Level

Sunday, 2:30 – 3:30 pm

Track: Personal Development

Abstract

Whether you’re on-boarding a new vice president, navigating a presidential transition, or anticipating one of these occasions happening soon, change at the top can be a scary thing. But, how does that change trickle down to your team, your work and your constituents? How do you inform your alumni and donors? Who gets to meet the new person and when? What are your staff members thinking? How do you turn an uncertain, anxiety-ridden situation into an exciting, forward-thinking opportunity?

Presenter(s)

Erin Sudrovech, Director of Alumni Engagement, Oakland University

Joye Clark, Director of Alumni Relations, Wayne State University

 

 

Getting a Seat at the Table: Using Donor Relations to Drive Principal Gift Cultivation

Sunday, 2:30 – 3:30 pm

Track: Advancement Services

Abstract

THE DONOR SAID YES! The gift officer is happy, and the big gift is coming. That’s usually when donor relations is brought in, but that’s way too late for effective stewardship to begin. When the cultivation plan has strategic donor relations elements woven in from the start, the donor can sense your gratitude and an authentic relationship builds more easily. And at St. Thomas, we have found that the donor says yes more often when we follow this approach.

Certainly, donor relations personnel always want to deliver high-quality and relevant stewardship to our institution’s most influential donors, but many times we lack necessary context to provide transformational stewardship. In order to do that, we need a seat at the “round table” – where cultivation strategies are formed. This presentation strives to show how the best donor relations operations mirror fundraising objectives, leverage technology and using a strong team-approach – provide highly personal stewardship for our institution’s highest-potential donors.

Through the lens of both a donor relations professional and a seasoned fundraiser, this session will focus on ways to restructure a donor relations shop so it can support high-end, customized stewardship and help drive a cultivation strategy at the principal gift level. We’ll show examples for any budget and staff size that audience members can implement right away.

 

 

 

Presenter(s)

Carol Wilkie, Director of Donor Relations, University of St. Thomas

Joe Plante, Associate Vice President of Principal and Leadership Gifts, University of St. Thomas

 

 

Alumni and Development: Leveraging Collaboration

Monday, 9:00 – 10:00 am

Track: Alumni Relations

Abstract

This session focuses on the true partnership of alumni and development working together to leverage resources for mutual outcomes.  It takes into consideration shrinking budgets and staff resources, and will highlight engagement, stewardship and cultivation strategies during a campaign cycle.  Areas of reference will include events and engagement strategies, community and corporate programming, cost sharing, and collaborative national campaign events.  Additionally, we will introduce tools that have advanced our alumni and development objectives by streamlining systems, planning and reporting to include alumni affinity scoring used for segmented target marketing and engagement.  Finally, we have created an alumni engagement management tool that compliments the development model by entering alumni actions into the database making this a truly collaborative effort in developing strategy and execution through portfolio management.

Presenter(s)

Adrienne Bass, Associate Vice Chancellor, University of Milwaukee -Wisconsin

Patrick Kessenich, Chief Operations Officer and Director Major and Planned Gifts, University of Wisconsin- Milwaukee

 

 

A Methodical Approach to Creative Content

Monday, 9:00 – 10:00 am

Track: Communications

Abstract

You want your readers to love the stories, posts, and ideas your institution shares. But if you're stuck in a creative rut, everything can start sounding and looking the same, and your readers will lose interest. This session will share step-by-step approaches, and tools to turbocharge your creativity. You’ll learn how to develop stories and art that achieve your goals and delight your audience without sky-high costs.

You’ll come away from this session with a robust story toolkit, including fresh approaches to creative and compelling art, dozens of storytelling elements, and a playbook to refer to anytime you’re feeling stuck.

Presenter(s)

Kat Braz, Senior Director, Creative Communications, Purdue University

Erin Peterson, Owner, Capstone Communications

 

 

Pressing Pause: A Reimagination of Stewardship Events & Recognition

Monday, 9:00 – 10:00 am

Track: Development

Abstract

Stewardship events form an important component of the donor experience at many institutions, providing opportunities for benefactors to interact with like-minded peers in fellowship, draw nearer to the impact of their gifts, and receive well-deserved recognition for their generosity. While it may be tempting to stick to the status quo with a tried and true recognition event format, it is especially important to periodically assess the extent to which these experiences may need to evolve to address the changing priorities of your institution. Through an in-depth look at a recent initiative to completely revamp a well-entrenched stewardship event series at a major University, this session will provide attendees with important considerations for maximizing the impact of stewardship events, refreshing recognition experience, and implementing broad-sweeping changes among a benefactor group.

Presenter(s)

Mary A. Fisher, Sr. Program Director, Special Events & Stewardship, University of Notre Dame

 

 

Smooth Sailing or Stormy Seas Ahead: Navigating the Career Waters with a New President

Monday, 9:00 – 10:00 am

Track: Executive Leadership

Abstract

With a new president, change is normal for the institution and advancement team. In the midst of leading institutional change, how can you as an advancement executive personally chart a course during this transition time? This panel of advancement leaders with experience at liberal arts, medical, public/private institutions will share insights on how to survive and thrive. Each has firsthand experience with a new president; each arrived safely on dry career-land as campus leaders. This session will focus on how advancement leaders can adjust to the new president and  accompanying new demands and opportunities. Expect honest, frank insights and advice.

Presenter(s)

Sue Frost, Assistant Vice President of Development, Health Sciences, The Ohio State University

Kate Worster, Associate Vice President, Marketing and Communication, Kalamazoo College

Patty Hill Callahan, Vice President of Medical & Health Sciences Advancement, The Ohio State University

Melanie Harmon, Vice President of Advancement, Manchester University

 

 

ECE Expeditions: Utilizing Alumni Volunteers to Create VIP Engagement Experiences for Students

Monday, 9:00 – 10:00 am

Track: Alumni Relations

Abstract

Electrical and Computer Engineering at the University of Michigan has taken a proposal from an alumni council subcommittee and launched a new VIP engagement experience for current students. ECE Expeditions places a unique emphasis on seeing the inside of an organization through the eyes of a Michigan engineering alumnus. Visits are carefully crafted by partnering with alumni to highlight the daily lives and career paths of engineers including projects they undertake, challenges they face, and opportunities they have to grow. Join us to learn how the program was established, what we’ve learned after four trips and what’s next.

Presenter(s)

Kristin McDonough, Electrical and Computer Engineering Alumni Relations Manager, University of Michigan

Lisa Armstrong, ECE Unit Administrator, University of Michigan

Ann Stals, ECE Events Manager, University of Michigan

 

 

Principal Gifts: How to start a Program and Best Practices from Our Peers

Monday, 9:00 – 10:00 am

Track: Development

Abstract

As more and more Higher Education institutions focus on larger and larger gifts for their institutions, it is critical to have an understanding around Principal Giving including how to establish a new Program and best practices in programs that are more mature. Outcomes for this session will include how to establish a principal gifts program, best practices in principal giving and sample strategies for principal gift prospects.

Presenter(s)

Randy Pratt, Associate Vice President for Principal Gifts and Presidential Priorities, Miami University

 

 

Teaming Up to Pare Down: A Case Study in Portfolio Makeover at Wisconsin

Monday, 9:00 – 10:00 am

Track: Advancement Services

Abstract

Presenters from Development and Research & Prospect Management detail Wisconsin Foundation & Alumni Association’s year-long prospect management makeover aimed at improving fundraiser efficiency, prospect engagement, and data-driven decision making through portfolio optimization. Attendees will learn details about key components to this multi-team effort: impetus for change; implementing new metrics, including Qualification and Portfolio Efficiency metrics; change management barriers; new dashboards designed to forward the action; and intended outcomes and next steps.

Presenter(s)

Eric Salisbury

Kari Stokosa

 

Building a Toolkit for Major Gift Proposals

Monday, 10:30 – 11:30 am

Track: Communications

Abstract

Proposals can be critical in successfully advancing major gift solicitations. The best proposals are highly customized, professional, and time-sensitive. Accomplishing these objectives can be challenging. At Northwestern University, we conceived and implemented a multi-faceted proposal toolkit for gift officers and communications professionals that incorporates these key needs while allowing for customization and speed. Putting the tools directly into the hands of gift officers allows them to more quickly create proposals that are easily approved, on-message, on-brand, and polished. This presentation is for gift officers, communications professionals, and anyone interested in the process of creating effective proposals.

Presenter(s)

Jennifer Beck, Associate Director of Marketing and Communications, Northwestern University

Natasha DiPrima, Assistant Vice President, Marketing and Communications, Northwestern University

 

 

Fundraisers are Key to Breaking Down Silos

Monday, 10:30 – 11:30 am

Track: Executive Leadership

Abstract

Silos can be daunting, making it harder to fundraise for projects to your donors and for grants. But, development officers are best poised to break down those silos because of their internal and external relationships. Learn how one university was able to break down silos, working together to raise multi-million dollar gifts and grants by pulling large teams from across the university. You'll hear about the collaborative best practices of the Executive Director of Grant Development and the Dean of the College of Health Professions and the cultural change that occured as they brought different departments together to work collaboratively.

Presenter(s)

Michele R. Davis, Executive Director of Grant Development and Sponsored Programs, Davenport University

Karen Daley

 

Commit, Kill or Reinvent: What to do with Events that Just Don’t Work

Monday, 10:30 – 11:30 am

Track: Alumni Relations

Abstract

We all have (at least) one: the event we dread planning. It drifts in the wilderness, seemingly without purpose or merit — and yet, “we’ve always done it this way.” In this session, we’ll provide a roadmap for tackling, transforming and, yes — taking out — your organization’s wayward events. Through real-life examples, we’ll provide a road map for assessing events and utilizing data to gain buy-in from leadership to take the crucial next step: to reinvest, reinvent or kick it to the curb.

Presenter(s)

Matthew S. Helmer, Executive Director, CSU Events & Community Engagement, Colorado State University

Angela Joens, Assistant Vice Chancellor of Development Outreach, UC Davis

 

 

Yeah, I've got Skills!

Monday, 10:30 – 11:30 am

Track: Personal Development

Abstract

We expect our teams to be creative in the ways they raise money, engage alumni, and market our campuses, but how creative are we in our leadership skills? With all the pressures of higher education, are we bringing out the best in our team members through a variety of activities, including meaningful conversations, valuable field trips, and effective one-on-ones? I'll be sharing some proven ideas to help develop your team in ways you might not thought of. We will take a hands-on approach to learning and discuss how this can affect our teams in a positive, productive way. Attendees will be asked to share their ideas as well.

Presenter(s)

Marie Lindskoog, Director, Office of Media and Marketing, Indiana University Kokomo

 

 

Data-Driven Development Decision Making: A Business Intelligence Application

Monday, 10:30 – 11:30 am

Track: Advancement Services

Abstract

Data is a powerful tool.  We hear that all the time.  But just how powerful can that data be for your organization?  What are the impacts of seeing data in a new way?  What can you accomplish and how can you grow?

 

 

In this session and using Business Intelligence, we will explore the enormous amounts of valuable data that can be produced by integrating the annual operating plans of front-line fundraisers into the donor database and how it can be applied to help make decisions for your front-line fundraisers, your managers and your leadership.  Decisions that can be vital to the strength and growth of your overall development effort.  Decisions like setting personal and unit goals; ideal portfolio size based on resources; the need for talent development; identification of staffing shortages; determining areas of the development effort that require more resources; and organizational structure and this is just the beginning.

For years we have used metrics to assess the performance of front-line fundraisers.  Now we are able to both metric performance and dig deeper into the data to start to identify trends that impact the entire development operation.

Join our panelists and learn about the results of integrating annual operating plans into the donor database, the creation of business intelligence reports to analyze the data and the impact it has had on a mid-size development program in a comprehensive campaign.

Presenter(s)

Christina Makal McCaffery, Director of Major & Planned Giving, University of Wisconsin – Milwaukee

Patrick Kessenich, Chief Operations Officer and Director Major and Planned Gifts, University of Wisconsin- Milwaukee

Ike Pahm, Systems Manager, UWM Foundation, Inc., University of Wisconsin – Milwaukee

Chris Allmann, IT Systems Analyst, UWM Foundation, Inc.

Patrick Mason, Network & Database Administrator, UWM Foundation, Inc.

 

Building Scholarships and Awards

Monday, 10:30 – 11:30 am

Track: Development

Abstract

Scholarships and awards are an integral part of a successful development operation in higher education. Building them for a donor is a skill that many new development professionals do not inherently understand. This session will explain the usefulness of annual scholarships, the differences between merit and needs based scholarships and awards, how to build properly crafted stipulations, and the true value of endowments. When development professionals have a firm handle on creating the proper scholarship or award for their constituents, they can deliver powerful and positive results for their donors, their departments and programs and their institution of higher learning.

Presenter(s)

Kyle Moore, Director of Development, College of Arts & Sciences, Southern Illinois University Edwardsville

Sara Colvin, Director of Development, School of Business, Southern Illinois University Edwardsville

 

 

Making the Ask: Tried and True tricks of the Trade (aka…Major gift ask ideas that work)

Monday, 10:30 – 11:30 am

Track: Development

Abstract

Carrie and Heather have a combined 30 years of major gift experience for the University of Illinois and they are sharing what works for them. Meeting as colleagues and as local volunteers, Heather has served three colleges at Illinois while Carrie has been with Athletics for 16+ years. We share tips for getting the appointments, preparing yourself and your leadership, practicing the ask and following up — making time to consider all the things you can control and what you need to control.  Topics include: travel fundamentals, events, uncomfortable conversations, being efficient and effective and keeping the donor in mind.

Presenter(s)

Heather Vazquez, Senior Director of Advancement, University of Illinois

Carrie Ummel, Associate Director of Athletics, University of Illinois

 

 

An Omni-Channel Annual Giving Strategy to Save Your Annual Giving Program

Monday, 1:30 – 2:30 pm

Track: Development

Abstract

Annual giving teams are under pressure. The numbers show that teams are squeezing more money from fewer donors than they ever have before. Due to these factors, it is increasingly important to develop a strategy to increase donors and improve retention rates. In this research-based session, Emily Berry, Assistant Vice President of Development, Individual and Annual Giving at Miami University and Mike Bernard, Vice President of Marketing at Reeher will examine how segmentation, timing, and a multi-channel approach can support a lifetime value strategy.

Presenter(s)

Mike Bernard, Vice President, Marketing, Reeher

Emily Berry, Assistant Vice President of Development, Individual and Annual Giving, Miami University

 

 

Gift Agreements from Donors’ and their Advisors’ Perspectives

Monday, 1:30 – 2:30 pm

Track: Advancement Services

Abstract

A gift agreement is a formal document between a donor and a gift recipient.  The agreement sets out what the gift is, how it will be given and used, and how the gift purpose might be amended in the future. 

Problems for the donor or the charity can manifest themselves in any part of the agreement.  The failure to understand the basics of a gift agreement can risk loss of a gift and result in credibility issues between the charity and the donor.  A development officer needs to be familiar with each part of the gift agreement and the issues that a donor and their advisors might raise during their review in order to smoothly transact and obtain gifts for their institutions.

Participants in this session will dissect a gift agreement looking at vital parts such as gift restrictions and endowment management terms.  Working through a gift agreement, participants will learn how to address donors’ and their advisors’ concerns in order to meet donor wishes that can be administered by the charity for years to come.

Presenter(s)

Michael Degenhart, Assistant Vice President, Penn State University

David McGoron, Esq., Associate Director, Gift Planning Administration, Penn State University

 

 

Developing and Managing a Comprehensive Annual Marketing Strategy

Monday, 1:30 – 2:30 pm

Track: Communications

Abstract

Many of the sessions do a wonderful job outlining the process for organizing annual fund, giving days, alumni events, etc. This presentation will discuss the larger communications planning process involved with making those events all work together in one communications strategy. Emphasis on planning and integration.

Presenter(s)

Anthony Fossaceca, Director, Advancement Marketing and Communications, Cleveland State University

 

 

Engaging Young Alumni through Successful Volunteer Leadership

Monday, 1:30 – 2:30 pm

Track: Alumni Relations

Abstract

With a rapidly expanding young alumni population, Oakland University saw a need to create meaningful connections with its most recent graduates – and thus the Young Alumni Chapter was born. Over the past three years, the Young Alumni Chapter’s objectives have focused on serving one-third of the alumni population through innovative niche programs and sold-out events. In this one-hour session, explore how the council gained traction and found success by identifying key volunteers, focusing on social engagement, recognizing recent graduates, and educating young alumni on the power of philanthropy with collaboration between alumni engagement and annual giving.

Presenter(s)

Amanda Fylan, Assistant Director of Alumni Engagement, Oakland University

 

 

Building a Strong Team at Small and Mid-Level Institutions

Monday, 1:30 – 2:30 pm

Track: Executive Leadership

Abstract

Challenged to build a high performing but small advancement team? This session will illustrate how to find and grow top performers who are flexible, multi-dimensional, productive advancement professionals. With limited resources and a long list of tasks, find out how to recruit, train, and retain the very best in a small institution.

Presenter(s)

Theresa M. Law, JD, CFRE, Vice President, Advancement, New Mexico Highlands University

 

 

Collaborative Fundraising to Maximize Community Visibility and Open New Donor Channels

Monday, 1:30 – 2:30 pm

Track: Development

Abstract

This presentation provides multi-constituent and multi-institutional approaches to collaborative community visibility and fundraising goals, particularly at smaller institutions of higher education.  Expanding audience diversity as a means to build a more diverse donor base as well as generate new donor funds are key elements of this presentation.  Speakers will provide concrete strategies and explore both pros and cons from the lessons learned.  The college presenting has successfully worked with multiple development organizations in these efforts.

Presenter(s)

Jonah Rice, President, Southeastern Illinois College

Angela Wilson, Executive Director of Marketing and Development, Southeastern Illinois College

Melody Bryant, Coordinator of Public and Community Relations, Southeastern Illinois College

Alli Armstrong, Foundation Associate, Southeastern Illinois College

 

 

Making the most of a student life to advancement career transition

Monday, 1:30 – 2:30 pm

Track: Personal Development

Abstract

Have you ever noticed how many people you talk to in advancement who come from a student life background? In this session we will unpack many of the differences between working in the two areas and how to make it a smooth transition. Whether you plan to continue your career in advancement, want to transition back to student life, or just aren’t sure yet, we will discuss how to build your marketability and reflect on the sometimes opposing philosophies. In typical student life fashion, there will be an icebreaker!

Presenter(s)

Beth Uniacke, Assistant Director for Early Engagement, The Ohio State University Alumni Association

Lindsay Seminara, Assistant Director, Early Engagement, The Ohio State University

 

 

There is a New Boss in Town and this One is a Professional Change Agent

Monday, 1:30 – 2:30 pm

Track: Executive Leadership

Abstract

Comments from the University Advancement Vice President and the internal thoughts from the Development officer that went through the massive culture change.  The audience is University Advancement administrators ready to make a culture shift and staff trying to adjust to a new culture.  Kent Stanley, University Vice President came to Minnesota State University, Mankato with one goal, to create an award winning, highly successful University Advancement unit that feels valued and successfully engages alumni and friends of the University. Kristen Dulas, College of Education Development Officer had no clue what was to come.

Presenter(s)

Kristen Dulas

Kent Stanley

 

Campaign Launch on a Shoestring: How to Make It Memorable

Monday, 3:00 – 4:00 pm

Track: Development

Abstract

We will demonstrate how to execute a memorable event that will energize your donors, leadership, faculty, and staff, and spur future gifts. We'll take you step-by-step through the process—including the hurdles our team faced along the way (including an unexpected change of venue), maintaining the secrecy of a surprise goal, and the challenge of a Monday night launch.Our team of three delivered what our guests called our "finest event," and we didn't even serve dinner! Join us to learn how you, too, can deliver a memorable event on a shoestring.

Presenter(s)

Kari Anderson-Pink, Campaign Communications Manager, University of Wisconsin-Milwaukee

Susan Mendelson, Campaign Manager, University of Wisconsin-Milwaukee

Ana Conant, Director of Stewardship, University of Wisconsin-Milwaukee

 

 

Don’t Stop Believin’: Onboard MGO’s to Close Gifts in the First 90 Days!

Monday, 3:00 – 4:00 pm

Track: Development

Abstract

This session will focus on a detailed 90-day major gifts officer onboarding plan; a plan that has been highlighted in national webinars and can be used for new or seasoned gift officers coming into a major gifts role. The presenters will highlight how their plan, parlayed with data-driven prospecting for their portfolios, has led to a series of record-breaking years for Purdue University College of Pharmacy. Attendees will leave this session with an onboarding template for their own use and ideas for how to mine their data when creating prospect portfolios for their gift officers.

Presenter(s)

Daniel A. Bolsen, Director of Development, Purdue University

John Dinkens, Director of Advancement, Purdue University

 

 

Preparing for the crisis

Monday, 3:00 – 4:00 pm

Track: Executive Leadership

Abstract

This session will address why a strong crisis communications plan is a fundamental, but often overlooked, insurance policy for advancement leaders. It will relate how crisis communications management is critical to the work of the President’s office, Development, Admissions, Student Affairs, and the rest of the institution. It will cover how a crisis communications plan can work in tandem with a crisis management plan, how to identify and work with key campus partners during a crisis or emerging crisis, crisis communications best practices, and offer for tips for communicating in the midst of a crisis.

Presenter(s)

Andrew Brown, Vice President for Advancement, Macalester College

Jennifer Hellman, COO, Goff Public

 

 

Diversity and Inclusion- Thoughts and Strategies from the Field

Monday, 3:00 – 4:00 pm

Track: Alumni Relations

Abstract

How do we meet the needs of our student body and create a reality in which we are serving all of our students and alumni? How do we ensure that our alumni are able to relate to our student body as it exists today? How do we do our part to create an equitable environment for ourselves and our colleagues? We’ll share some thoughts, from our experiences, on how we can insure that we are assisting all alumni and growing the engaged base. Additionally, we’ll offer some current thoughts on subjects such as microaggressions, safe spaces, intersectionality, and more.

Presenter(s)

Bobby Dunlap, Senior Associate Director, Alumni Engagement, Northwestern University

Neely Heubach, Associate Director, Alumni Engagement, Macalester College

LaDarius Gorden, Assistant Director, Student-Alumni Programs, Purdue University

 

 

Mindset over Matter Developing Alumni and Donor Segments based on How People Think and Feel (versus what they give)

Monday, 3:00 – 4:00 pm

Track: Communications

Abstract

In 2017 Ohio University’s Division of Advancement undertook a groundbreaking project to rethink how it looks at alumni and friends and to develop a segmentation strategy driven more by how people think and feel about the university. This new set of six archetypes focuses on beliefs, values and motivations rather than more traditional metrics that rely on generational cohort, demographics and giving history. This new segmentation scheme – which has segments like Observers, Jugglers, and Enthusiasts – was developed using cluster analysis and will help the University tailor messages and channels based on audience mindset.

Presenter(s)

Bill Faust, Managing Partner, Chief Strategy Officer, Ologie

Jennifer Bowie, Assistant Vice President of Communication and Chief of Staff, University Advancement, Ohio University

 

 

The Millennial MGO: How to be Successful When Everyone Sees You As Their Kid

Monday, 3:00 – 4:00 pm

Track: Personal Development

Abstract

Millennials have officially surpassed Baby Boomers as the largest living generation in the United States. From trendy coffee shops to taking selfies other generations have their stereotypes of Millennials, and publications routinely claim to have the newest formula for managing Millennials in the workplace. But have you as a Millennial thought about managing your own career? This session will discuss career strategies, including dealing with multi-generational offices and successfully building relationships with your organization’s donors. Finally, here is a career conversation for Millennials, by Millennials.

Presenter(s)

Nick Kulik, Director of Development, College of Engineering, University of Toledo

 

 

Be “SUPA” in your communication efforts

Monday, 3:00 – 4:00 pm

Track: Communications

Abstract

In this interactive session, let’s talk about how to be strategic and organized in testing, measuring, and improving our multi-channel comm flows. This session will be a mixture of examples, strategies for analysis and improvement (plus tools to help), and collaborative work to get our creativity going!

Presenter(s)

Will Patch, Digital Strategist, Manchester University

 

 

CASE District V Annual Meeting

Monday, 3:00 – 4:00 pm

Track:

Abstract

Join us as we conduct the CASE District V annual business meeting.

Presenter(s)

 

 

So, You're a New VP? (Or, want to be One!)

Monday, 3:00 – 4:00 pm

Track: Executive Leadership

Abstract

Are you a new vice president or do you aspire to be one? First time advancement leaders must quickly navigate the roaring rapids of an entirely new culture and its sorted history; and the high expectations of a dozen key constituencies and hundreds of interested stakeholders. Where to begin? Join this interactive conversation as first-time vice president, Jonathan Purvis, and seasoned advancement executive, Dan Saftig, share their experiences to help new leaders get off to an intentionally fast and effective start. More seasoned VP’s may also benefit from Dan’s recent study on the qualities of Level-5 advancement leaders.

Presenter(s)

Jonathan Purvis, ,

Dan Saftig, New York, Senior Consultant & Principal, Marts & Lundy

 

 

Are You Qualified?

Tuesday, 9:00 – 10:00 am

Track: Development

Abstract

When faced with the challenge of trying to assess the effectiveness of our major gift prospect qualification work at The Ohio State University, we used data to identify and confirm the issues, employed both art and science to build solutions, initiated a training program to ensure the entire organization understood how to move forward and adjusted our CRM/database in order to better capture, track, and report on this new process and the outcomes related to it.

Presenter(s)

Chris Delisio, Chief Advancement Officer, The Ohio State University

Chris Brakenbury, Sr. Director of Prospect Development, The Ohio State  University

 

 

How Can I Help?

Tuesday, 9:00 – 10:00 am

Track: Development

Abstract

Many of our staff and faculty want to help support us, but really don’t know where to start or how they fit-in to fundraising strategies.  Learn what Student Affairs at ILLINOIS is doing to help staff feel a part of the current “With Illinois” Campaign.  We will discuss the role of staff/faculty in a successful fund raising strategy, without trying to make them experts in fund raising; the intersections of engagement, stewardship, and communication for everyone in the organization; and how to include non-fund raising staff, from the highest administrator to the frontline staff member, in building a culture of lifetime engagement and philanthropy.

Presenter(s)

M. Angela Dimit, Director of Advancement, Office of the Vice Chancellor for Student Affairs, University of Illinois at Urbana Champaign

 

 

Women In Advancement Leadership

Tuesday, 9:00 – 10:00 am

Track: Personal Development

Abstract

This powerful session will highlight women in higher education advancement.  As more women shatter the glass ceiling to take leadership roles, it  is important that we understand the challenges and opportunities that she faces along the journey.  Bring your ideas of how we all can work together to promote and empower all women leaders. Join this interactive session to connect, empower, honor and inspire women advancement leaders.

Presenter(s)

Jeri Pat Gabbert, Vice Chancellor for Advancement and External Affairs, Indiana University

Paula Jenkins, Vice President for Development, Indiana University Bloomington

 

 

How to Engage Your Alumni Virtually

Tuesday, 9:00 – 10:00 am

Track: Alumni Relations

Abstract

Anna Ghiotti, Marketing Specialist, Harper College, and Cassie Petoskey, Assistant Director for Alumni Engagement, Northwestern University, will discuss the implementation of different types of virtual alumni engagement opportunities. Ghiotti will discuss Harper College’s Virtual 5K, an annual virtual event, and Petoskey will discuss the Northwestern Alumni Association podcast, an ongoing virtual engagement program. They will discuss how to stay relevant with alumni through launching innovative programs, through either annual and/or ongoing virtual programs. They will review how they developed each new program; where the idea came from, getting buy-in from senior leadership, and the logistics of managing an additional program.

Presenter(s)

Anna Ghiotti, Marketing Specialist, Harper College

Cassie Alumni Petoskey, Assistant Director, Alumni Engagement, Northwestern University

 

 

Strategic Planning – Building a Shared Roadmap for Results

Tuesday, 9:00 – 10:00 am

Track: Executive Leadership

Abstract

Do the words “strategic planning” make you think of that plan on the shelf, created with much enthusiasm but then unused? The Ohio State Alumni Association’s staff and Alumni Board of Directors debuted a strategic plan in 2017 that is unique, inclusive, actionable AND directive to both the governance and management arms of the organization. Presented jointly by Association staff and Board members, this session will provide a window into a yearlong strategic planning process that included significant Board member, alumni community, and staff engagement. The presenters will share specific techniques and tools to help you create a powerful plan.

Presenter(s)

Kimberly L. Gray, Senior Director, Special Projects, The Ohio State University Alumni Association

Catherine Baumgardner, Treasurer, Ohio State University Alumni Board of Directors, The Ohio State University Alumni Association

Justin Fincher, Associate Vice President of Constituent Experience and Chief Administrative Officer, Ohio State University

 

Magazines 101

Tuesday, 9:00 – 10:00 am

Track: Communications

Abstract

This nuts-and-bolts session covers everything you need to know to produce a magazine that meets your institution's goals, makes your boss and the president happy, and is welcomed and read by your readers. Learn how to create an effective and time-saving editorial plan, make the case for more resources, work successfully with your designer, and take the magazine from concept through production. We will use the Carleton College Voice as a case study, but also examine several college and university magazines that are doing it right and few who could be doing it better.

Presenter(s)

Teresa Scalzo, Director of Creative Services, Carleton College

 

 

Does your alumni board provide value? or Your Alumni Board: A voice or noise to leadership?

Tuesday, 9:00 – 10:00 am

Track: Alumni Relations

Abstract

Is your Alumni Board relevant today and for the future of your institution? We will share the Strategic Alignment process of the Northwestern Alumni Board and professional staff undertook to develop common goals, improve transparency and communications and provide meaningful engagement for volunteers.

Presenter(s)

Laura Wayland, Executive Director, Northwestern Alumni Association & Alumni Engagement, Northwestern University

Mark Ledogar, Immediate Past President, Northwestern Alumni Association, Northwestern University

Samir Mayekar, President, Northwestern Alumni Association, Northwestern University

 

 

Prospecting For All: Spotting and Sharing Hidden Opportunities

Tuesday, 10:30 – 11:30 am

Track: Advancement Services

Abstract

The donor pyramid is an enduring model of donor behavior that can also guide your effort to enhance your network and accelerate your career. Discover and drill down into relevant donor pyramid and prospect pipeline metrics. See how capacity and interest indicators are gathered – and too often, forgotten – by different departments within a fundraising team. Review why that data matters to fundraising executives, and discuss strategies for communicating these often hidden indicators to your organization's leadership. Leave ready to stand out as a facilitator of prospect identification and qualification regardless of role.

Presenter(s)

Bob Amico, Director of Advancement Services, Carthage College

 

 

We've been Jane-washed. Now what?

Tuesday, 10:30 – 11:30 am

Track: Communications

Abstract

Back in 2003, Rockford College was all about Jane Addams, our most illustrious 1931 Nobel Prize winning graduate. Jane embodied the mission and vision as well as the strategic direction of the institution at that time. Today, fast forward to 15 years later and after a defining name change in 2013, Rockford University has evolved its brand and image in many ways. This presentation takes an honest look at the challenges faced by a small team of four to move an institution from what had become a stale and unrelatable brand to a stronger and more compelling identity. We will engage in a conversation about strategic and tactical lessons learned in a challenging and lean environment. This general presentation was shared at a Chamber of Commerce event with our community. The resulting feedback and ongoing questions cemented our belief that the increasing needs of marketing and messaging strategies are now, more than ever, vital elements of a strong brand.

Presenter(s)

Rita Elliott, Director of University Communications, Rockford University

Nellie Miller, Director of Marketing, Rockford University

 

 

Donor Relations on the Frontlines: Collaborating with Fundraisers for Strategic Stewardship

Tuesday, 10:30 – 11:30 am

Track: Development

Abstract

While strong partnerships with front-line fundraisers can elevate the profile and impact of a stewardship team and enhance the donor experience, in practice they can prove to be a rather nebulous undertaking. This session will detail how shops of all sizes can strategically collaborate with front-line fundraisers to ensure that current and potential benefactors to an institution experience gratitude for their giving, know the impact of their generosity, and as a result seek to deepen their philanthropic relationships.

Presenter(s)

Mary A. Fisher, Sr. Program Director, Special Events & Stewardship, University of Notre Dame

 

 

Managing Advancement, Personal Pitfalls

Tuesday, 10:30 – 11:30 am

Track: Personal Development

Abstract

This session will focus on the challenges that new managers face within development careers.  Often successful major gift fundraisers are promoted into management positions without any training.  This session hopes to provide tools to make them better prepared

Presenter(s)

Tom Herbert, Vice President for Advancement and Executive Director of the Miami Foundation, Miami University

 

 

From Theory to Best Practice – An Alumni Engagement Metric Discussion

Tuesday, 10:30 – 11:30 am

Track: Alumni Relations

Abstract

In Summer 2018, CASE published its Alumni Engagement Metrics Whitepaper. The Whitepaper provides a basic framework to measure alumni engagement. This session will review the Whitepaper framework and will provide practical examples of how your institution can measure alumni engagement and begin developing its own engagement metric.

Presenter(s)

Caryn Korman, Director of Alumni Relations, University of Minnesota

Josh Harraman, Associate Vice President for Alumni Relations, Rutgers University

 

 

Don't Get Lost in Giving Tuesday- Create Your Own On-line Celebration

Tuesday, 10:30 – 11:30 am

Track: Development

Abstract

Giving Tuesday has heightened the awareness of philanthropy. However, it has grown so large that many good causes are missed in the larger landscape. For two years now, Monmouth College has passed on Giving Tuesday and instead focused on its own unique celebration of on-line giving and social media. This session shares our experience of: Scots Day of Giving- April 18th. The date is the anniversary of the college being established on April 18, 1853. Scots Day of Giving is a single day event running 18 hours and 53 minutes.

Presenter(s)

John T. Osterlund, Vice President for Development and College Relations, Monmouth College

 

 

Building an Inclusive Environment to Attract, Inspire and Keep a Diverse Team

Tuesday, 10:30 – 11:30 am

Track: Executive Leadership

Abstract

It's a fact: diverse teams perform better. Building a diverse workforce and having an inclusive work environment are business imperatives but in our business we are lacking a diverse talent pipeline. No matter the size of your shop, diversity, opportunity and inclusion efforts can help you attract, inspire and retain the diverse talent needed to achieve your mission. Hear stories of success from a certified diversity professional, an established talent management program with diversity and inclusion efforts woven throughout, and a new inclusion program learning as it grows. Please join us at the Opportunity and Inclusion Reception too!

Presenter(s)

Stephanie Mizer

Angelique Grant, Senior Consultant & Certified Diversity Recruiter, Aspen Leadership Group

Elizabeth McGreal Cook, Director of Training and Employee Engagement, University of Illinois at Urbana-Champaign