Skip to main content

CASE

CASE

Main Menu

  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

  • Give to CASE
  • Log in
  • Alerts

    You must login to see your alerts.

  • Search
  • Shopping Cart
Alerts

You must login to see your alerts.

Shopping Cart

Breadcrumb

  1. Home
  2. Conferences & Training
  3. CASE District III Annual Conference
District III Conference Header 2022

District III Conference Sessions

Complete Listing
CASE District III Annual Conference
Filter By:

Session Type

Topic

  • Communications & Marketing(2)
    • Branding(2)
  • Fundraising(6)
    • Annual Giving(5)
    • Major gifts(1)
  • Organization & Management(4)

Sector

Experience Level

Disciplines

Competencies

  • Leadership(8)
  • Business and Financial Acumen(3)
  • Emotional Intelligence(4)
  • Industry or Sector Expertise(8)
  • Integrity and Professionalism(3)
  • Relationship Building(7)
  • Strategic Thinking(9)
8 Results Found
  • Clear all filters
  • Communications & Marketing
  • Fundraising
Sunday, February 26, 2023
3:00 PM - 4:00 PM ET

Sprinting with Focus – Become the Best Version of You

Learn how to break away from the routine and reshape the way you think about work. With the simple implementation of some proven strategies and techniques, you can increase your productivity, elevate your impact and promote self-accountability while building trust and confidence within your team, division, and the broader community. Organize yourself and your team to be the best versions of yourselves.
Speakers: Matthew Williams, Director of Development, Emory University, Dillon Boggs, Managing Director of Development, Emory University
Competencies: Integrity and ProfessionalismRelationship BuildingStrategic ThinkingLeadership
Topics: Major gifts
Sunday, February 26, 2023
3:00 PM - 4:00 PM ET

Finding Your Identity- How Proper Branding Can Make All The Difference

In this session, attendees will learn why it is important to take an aggressive approach to developing and maintaining a coherent brand as it applies to enrollment marketing, social and digital media, and on-campus communications. Presenters will explain how Carson-Newman University tackled a murky identity and unveiled not only a new campaign, but new brand look and supporting elements in 8 months in an interactive session with Q+A opportunities.
Speakers: Kyle Benjamin, Asst. Vice President for Marketing and Communications, Carson-Newman University, Allison Lanier, Director of Client Services, Up&Up
Competencies: Relationship BuildingIndustry or Sector ExpertiseLeadership
Topics: Branding
Sunday, February 26, 2023
3:00 PM - 4:00 PM ET

Ask the Experts - Bring your Annual Giving Questions.

Nothing about Annual Giving is simple in the modern area. Do you have an idea for a campaign or a strategy? Are you struggling with an aspect of Annual Giving? Or just looking to steal good ideas from peers?

Join the experts that have grown and built Annual Giving programs to engage in fun conversations around your topics! You bring the ideas we will brainstorm approaches as a group to tackle those ideas. What's that crazy idea you have been thinking about that you want to dig into with your peers?
Speakers: Adam Compton, Executive Director, Annual Giving, North Carolina State University, Heather Kopec, Assistant Vice President, Philanthropic Giving + Digital Engagement, University of Miami
Competencies: Industry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Expanding Your Major Gift Pipeline with Donor Experience Officers

Hear from two universities that implemented a new strategy for increasing leadership annual gifts and major gifts. Donor Experience Officers manage portfolios of 1,000 prospects they primarily engage with digitally. They are responsibly for highly personal outreach to 50+ prospects every day. Western Kentucky University and the University of Memphis launched their DXO programs a couple of years apart and have implemented in ways both similar and different. Hear from staff at every level of the program - VPs, a program manager, and a practicing DXO about the program and the results.
Speakers: Joanna Curtis, VP for Advancement, University of Memphis, Amanda Trabue, Vice President Philanthropy & Alumni Engagement, Western Kentucky University
Competencies: Industry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Sandbox Fundraising: The Creative Ask

The Ask should be a creative experience and journey. We, as fundraisers, are representatives, advocates, researchers, storytellers, guides and connectors who navigate and help shape, mold a sandbox of options for a donor. Preparation and practice as a listener and creative partner, with your organization's priorities in mind, will allow you to a provide be a compass for a conversation about support. This also helps with an approachable and enjoyable solicitation experience. Participants will review the elements of an ask and explore an approach to acknowledge and build as a portion of fundraising through discussions and exercises.
Speakers: James Wasilewski, Senior Director of University Development, Virginia Commonwealth University
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Prescriptive Actions with Live Actionable Dashboards for Development

We created an aggregation of different dashboards that get delivered to the development officers by email with analytics, reminders and highlights of areas needing attention related to their assigned prospects. This dashboard provides the DO with key information so they can be proactive and take actions based on the items displayed. For example, birthdays, pledges due soon, pledges past due, recent write offs, gift from their prospects coming from any source online, an event, etc.), actions entered to someone in their portfolio by another development officer, prospects attendance or registration to an event. Details on prospects in the solicitation stage.
Speakers: Michael Martinez, Director, Information Systems, Florida International University Foundation, Inc.
Competencies: Strategic ThinkingLeadership
Topics: Annual Giving
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

A Welcomed Approach to a Collaborative Marketing Campaign: Hello FSU!

Say “Hello” to a collaborative marketing campaign to spark engagement, consistent branding and cross-promotion throughout the institution! The Florida State University Division of Student Affairs (FSU DSA) found an effective way to pull together student engagement content focused on what students need to know to be successful. FSU DSA Marketing brought this information to life in the vibrant Hello FSU! campaign. Find out how this team managed to make this a collaborative campaign despite the institution’s decentralized marketing structure. Plus learn how DSA Marketing used tools to create easily shareable branded content to provide other marketers throughout the university.
Speakers: Alice Maxwell, Director of Marketing: Division of Student Affairs, Florida State University, Alycia Malicz, Marketing Represenative, Florida State University, Emma Massaglia, Application Developer, Florida State University
Competencies: Emotional IntelligenceLeadership
Topics: Branding
Tuesday, February 28, 2023
11:45 AM - 12:45 PM ET

The Vital Step Before Branding Your Institution, Capital Campaign or Program

To ensure successful branding of an institution, capital campaign, recruitment initiative or athletics program, a strategic message, followed by relevant positioning, must be developed first. This vital step is called brand development. It’s the deep, strategic pre-work and planning often missed by educators and leadership—an inside-out process of discovering who you are, what’s different and why stakeholders should care. Such work should begin with the President or Head of School, not with communications and marketing, which is an outside-in approach. Brand development also considers the hidden aspects to make any initiative wildly effective—virtually eliminating the costliest pain points.
Speakers: Jan Olson, Sr. Director, Communications & Marketing, The Bolles School, Jennifer Holland, President, Holland People + Brands, Ashley Santos, Associate Vice President of Principal Giving and Campaign Manager, The Citadel Foundation
Competencies: Industry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving

CASE

CASE
  • CASE Communities
  • Member Login
  • Careers at CASE
  • Terms & Conditions
  • Privacy Statement
  • Staff Intranet (link is external)
Connect with CASE
  • Facebook (link is external)
  • Twitter (link is external)
  • LinkedIn (link is external)
  • Instagram (link is external)

CASE Member Support
+1-202-328-CASE [2273]

CASE

CASE
Close
  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

  • Give to CASE
  • Log in

Search

Popular Searches
Books Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS Talent