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  3. CASE District III Annual Conference
District III Conference Header 2022

District III Conference Sessions

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CASE District III Annual Conference
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Session Type

Topic

  • Communications & Marketing(1)
  • Fundraising(8)
  • Organization & Management(4)
    • Diversity & Inclusion(3)
    • Talent Management(1)

Sector

Experience Level

Disciplines

  • Advancement Services(4)
  • Alumni Relations(2)

Competencies

  • Strategic Thinking(23)
  • Business and Financial Acumen(8)
  • Emotional Intelligence(12)
  • Global and Cultural Competence(7)
  • Industry or Sector Expertise(20)
  • Integrity and Professionalism(13)
  • Leadership(20)
  • Relationship Building(18)
23 Results Found
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  • Organization & Management
Sunday, February 26, 2023
3:00 PM - 4:00 PM ET

Culture Creation: How to Attract & Retain Phenomenal Fundraisers

Culture can be an afterthought in advancement. We hire mission-driven, self-motivated fundraisers for autonomous, competitive jobs and expect them to buy into our existing culture. Yet, in a post-pandemic workforce, culture matters more than ever. To attract, grow and retain top performers, we must build and rebuild a powerful, sticky culture. In this session, you'll learn how and why to foster trust, belonging and celebration to create a magnetic culture where top performers want to stay.

Speakers: Karley Eldridge, Assistant Director, Advancement Careers, University of Alabama at Birmingham, Jenna Goodman, Founding Partner, Generous Change
Competencies: Integrity and ProfessionalismRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Diversity & Inclusion
Sunday, February 26, 2023
3:00 PM - 4:00 PM ET

The Philanthropist Left Behind: Cultivating Lapsed Or Non-Donor For A Major Gift”

Do you find yourself looking at the same prospect names and wondering why they haven't made a gift or haven't been engaged in recent years? Capacity and affinity may exist with these prospects but a relationship that would lead to a major gift is lacking. "The Philanthropist Left Behind" addresses the critical importance of donor experience and shares examples of recent gifts that fostered a culture of philanthropy and launched transformational programs at an independent private school. The session will also highlight successful research, passion/project alignment, selecting the appropriate relationship manager, and stewardship.
Speakers: Ed Martin, Major Gift Officer, The Bolles School, Rahul Sharma, Major Gift Officer, The Bolles School
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Monday, February 27, 2023
10:45 AM - 12:15 PM ET

Data Governance: I know it's important - but...

Data Governance - Why is it so difficult? Learn about the processes, teams, and structures you can leverage to build a culture and organization that enhances and protects the currency of advancement operations - data. If you're trying to: build data literacy, enhance data management, or learn how others have addressed these challenges - this session is for you!
Speakers: Mark Walcott, Assistant Vice President Technology and Business Intelligence, Emory University
Competencies: Industry or Sector ExpertiseStrategic ThinkingLeadership
Advancement Services
Monday, February 27, 2023
10:45 AM - 12:15 PM ET

The Fundraising Throwdown!

In this interactive event, two teams of experienced fundraisers will tackle a surprise fundraising challenge, live, in a cooking-show inspired competition! They'll accept your feedback as they "cook," and you'll determine their fate over three rounds of surprises. See it unfold live as the teams respond and share their perspectives on today's biggest advancement challenges. You’ll decide what happens each round and who will be crowned the Throwdown! champions. Be ready to offer your take on key topics, including organizing campaigns, balancing revenue and participation, and engaging an inclusive donor base. It's a CASE session like nothing you've seen before!
Speakers: Heather Kopec, Assistant Vice President, Philanthropic Giving + Digital Engagement, University of Miami, Brian Gawor, Vice President, Research, Ruffalo Noel Levitz, Meg Ackerson, Associate Vice President for Strategic Engagement, Oklahoma State University Foundation, Erick Weber, Assistant Vice Chancellor for Annual Giving, University of Tennessee
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

New Hire On-boarding: Foundation for Fundraiser Employee Success

Session Description: At Owl Nation, we help new hires acclimate quickly to support Kennesaw State University’s (KSU) fundraising goals. The University Advancement onboarding process equips new fundraising hires and other Advancement employees with a 30-day checklist to help navigate the first month of employment (and beyond). Our efforts are focused on acclimating new hires to the KSU mission statement, brand, values, and our division's organizational structure, culture and goals. Through successful onboarding, new hires acclimate quickly so they can focus on metrics, moves management, donor research, and donors enhancing the office’s capacity to meet its fundraising goals.
Speakers: Robert Shippey, Senior Development Director, Kennesaw State University, Karen Carlisle, Executive Director of Development, Kennesaw State University
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Talent Management
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Creating a DEI Committee: The How, What and Why

Ever wondered how to get an internal DEIB committee started? Wonder if it is needed or how to get support for growing DEIB initiatives. Join us as we discuss the process of creating a DEIB committee, what is needed and if adding this professional development will impact your employee retention efforts.
Speakers: Latasia Priest, Director of Alumni Engagement and Strategic Initiatives, North Carolina State University, Karen Sims, Director Gifts & Records Management, North Carolina State University, Joycelyn Mahone, Director, University Development, Virginia Commonwealth University
Competencies: Global and Cultural CompetenceStrategic Thinking
Topics: Diversity & Inclusion
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Pipeline Meetings Reimagined

Learn how UCF rebranded and refocused pipeline meetings from reporting and clean up to identifying untapped potential and increasing solicitations. This session will highlight the journey Prospect Development took to benchmark and reformat pipeline meetings to Unit Potential Power Hour Sessions. Hear from the Assistant Director of Prospect Management and the Executive Director for Advancement, College of Engineering and Computer Science on how this new approach has positively impacted the perception of pipeline meetings and major gift fundraising.
Speakers: Cheyenne St. Julian, Assistant Director, Prospect Management, University of Central Florida, Garrett Preisser, Director for Advancement, University of Central Florida
Competencies: Relationship BuildingIndustry or Sector ExpertiseStrategic Thinking
Advancement Services
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Power Proposals

Power Proposals compel donors to see their gift realized. Through a variety of strategic approaches and final products, the proposal writer is a powerful player in development and communications. From initial strategizing to the finished delivery, the craft of a good proposal writer is invaluable. A veteran and a newcomer to advancement communications come together to share lessons learned and approaches tried and true and new and novel. With examples and an interactive element that allows session attendees to test their strategic skills, the Power Proposals session will appeal to both new and experienced communications and development team members.
Speakers: Charlene Eberly, Sr. Assoc. Director, Communications & Marketing, University of Central Florida, David Dadurka, Sr. Advancement Writer, University of Central Florida
Competencies: Industry or Sector ExpertiseStrategic Thinking
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Why Young, Diverse Voices Are The Future of Fundraising—And How To Attract Them

Despite the many benefits diverse voices and backgrounds bring to fundraising teams, universities often struggle finding talent that reflects the communities they serve. While leaders believe it’s critical to encourage diverse, young voices to become advancement professionals, they do not always know the best ways to recruit, retain, or evaluate employees whose lived experiences are different from their own. This session offers a blueprint to cultivate homegrown fundraising talent through fellows’ programs and apprenticeships and provides first-hand advice from young fundraisers on what works and what doesn’t to help them want to join and stay on your advancement team.
Speakers: Myrna Bizer, Associate Vice President for Advancement, Rollins College, Karen Cochran, Founder & Chief Philanthropic Innovator, Philanthropy Innovators
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Diversity & Inclusion
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

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    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
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      • Advancement Resource Catalog
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    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
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      • Asia-Pacific
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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    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
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      • Washington D.C.
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    • Online Newsroom
      • CASE in the News
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    • 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. 

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    • Create/Manage My Account
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    • CASE Membership Primary and Secondary Coordinators
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    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! 

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