Program
Wednesday, March 12, 2025
8:00 AM - 8:30 AM EST
Preconference Workshop Registration
Registration for preconference workshop attendees ONLY opens at 8:00 - 8:30 AM. Breakfast will be provided during this time for pre-conference workshop attendees.
Preconference Workshop
11:30 AM - 1:00 PM EST
Conference Registration
Welcome to Boston! Stop by the registration desk starting at 11:30 AM to check-in and pick up your name badge for the full conference.
Welcome
Elective Session
2:45 PM - 3:45 PM EST
Analyzing Data To Identify Gaps In Fundraising
This session will look at how to apply in house engagement scoring, wealth screening data and other internal information to help create projections that identify gaps in fundraising opportunities. It will also examine how this data can be applied to assess current fundraising staff against projections.
Speakers: Travis Roberts, Director, Advancement Systems & Reporting, Bentley University, Ann Marie Regan, Assistant Vice President, University Advancement, Bentley University
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: All LevelsLevel 4
Topics: Major gifts
Elective Session
2:45 PM - 3:45 PM EST
From Ballfield to Boardroom: Managing Relationships of Former Student Athletes
Are they your alumni, or ours? Is their gift in support of athletics or the university as a whole? Is that an athletic event or an alumni event? Managing partnerships across campus that impact the alumni experience are tricky at best. Understanding the relationships that student athletes have with their coaches, teammates, and through their affinities are the foundation to their future relationship with the institution and with the institution's teams. We will explore the different approaches to managing these relationships while they are students and will help to identify how to steward them as volunteers, donors, and engage them as alumni. As potentially your most engaged alumni population, this session will highlight the wins and losses when both advancement and athletics don't have a clear playbook for athletic alumni in their portfolio.
Speakers: Maura Donovan, Director, Annual Fund and Alumni & Constituent Engagement, Curry College, Kelley Mulvihill, Program Coordinator, Park Street School, Jessica Chapin, Director of Athletics, Brandeis University
Competencies: Strategic ThinkingRelationship Building
Elective Session
2:45 PM - 3:45 PM EST
From Ideas to Production: Designing for a Successful Campaign
From launch to close, learn how the MIT Resource Development design team approached branding, marketing, digital, events, and thanking donors with memorable experiences, collateral, and gifts during MIT's recent capital campaign, and take home ideas you can leverage for any campaign, whatever your role.
Speakers: Barbara Malec, Senior Director, Design & Marketing, Massachusetts Institute of Technology, Beth Connolly, Senior Creative Lead and Design Director, Massachusetts Institute of Technology
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: BrandingCampaign Strategies
Elective Session
2:45 PM - 3:45 PM EST
Stronger Together Uniting Alumni Relations & Annual Giving to Enhance Engagement
Break out of the silos and join us for "Stronger Together: Uniting Alumni Relations & Annual Giving for Enhanced Engagement," a session focused on maximizing the impact of collaboration between alumni relations and annual giving. Explore successful initiatives like our annual day of giving, reunion program, student and young alumni engagement, integrated communication strategies through e-newsletters and new websites, and the power of personalized outreach driven by data. Discover how leveraging alumni networks and fostering a culture of philanthropy deepen engagement, and learn how metrics and key performance indicators can help measure and refine these strategies. Gain actionable insights into creating a cohesive and dynamic alumni experience that drives both involvement and support.
Speakers: Sarah Firetto, Director, Alumni Relations, Providence College, Amy Laprey, Senior Director of Annual Giving, Providence College
Competencies: Relationship BuildingStrategic Thinking
Elective Session
4:00 PM - 5:00 PM EST
Building Bridges: The Vital Role of Alumni Affinity Programs
Babson College prioritizes the importance of affinity groups in our alumni engagement and annual giving. This workshop will focus on Babson’s career and identity-based affinity groups: identifying alumni volunteer partners, the role of passive programming, and how Babson leverages milestone anniversaries to engage alumni.
Speakers: Shannon Paleologos, Director of Affinity Programs, Babson College, Jennifer Hammond, Associate Director, Affinity Programs, Babson College
Competencies: Industry or Sector ExpertiseRelationship Building
Elective Session
4:00 PM - 5:00 PM EST
Data Storytelling: An Art and a Science
Data storytelling is one of the best ways to empower your organization’s donors to understand the impact of their philanthropy. Join Lynne as she explores effective writing and communication techniques that artfully blend storytelling and data that resonates with your readers and moves them to action. She will cover fundamentals and samples of data storytelling and visualization so that you too can deliver key messages that matter to your donors in a clear, concise, and meaningful manner. Learn how to turn your data into stories and modernize your communications.
Speakers: Lynne Wester, Founder, Donor Relations Guru, Aimee Jack, Assistant Vice President for Alumni and Donor Engagement, Colby College
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All LevelsLevel 2
Elective Session
4:00 PM - 5:00 PM EST
From Zero to Fire: How student creators finessed a social glow up
No, viral dances were not performed to garner views and followers. Learn how harnessing the power of the individuals consuming your content can be transformative for your pages. Impactful organic and authentic content doesn’t need to be overthought. It’s time to lean on those who are consuming as much content as your social media managers. Hidden skill and talent can be found among your institution, and it will cost your department nearly nothing — well, perhaps just the cost of a mini mic.
Speakers: Paige Zuber, Associate Director of Social Media, Bryant University, James Tiner, Alum, Bryant University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Social Media
Elective Session
4:00 PM - 5:00 PM EST
Rediscover Discovery: How to Get in the Door with New Donors
The #1 way to ensure your institution's success & your future success as a fundraiser is ambitious, consistent discovery now. But discovery is one of the hardest parts of fundraising! When you're getting in the door with amazing new potential donors, discovery can feel like an adventure. When you're slogging through names in your database and getting zero responses, discovery can feel overwhelming and oppressive. Join this session for tactical discovery tips from sending better emails to cold calling to turning the conversation to money in that first visit.
Speakers: Jenna Goodman, Founding Partner, Generous Change, Catherine Rider, Executive Director of Development and Chief Development Officer, Commonwealth Honors College, University of Massachusetts Amherst
Competencies: Strategic ThinkingRelationship Building
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
Join Case