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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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  • Fundraising(3)
  • Organization & Management(2)
    • Diversity & Inclusion(1)
    • Talent Management(1)

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  • Advancement Services(1)

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  • Business and Financial Acumen(8)
  • Emotional Intelligence(12)
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  • Industry or Sector Expertise(20)
  • Integrity and Professionalism(13)
  • Leadership(20)
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8 Results Found
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  • Organization & Management
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

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

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
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
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Navigating Difficult Donor Conversations in a New Era of Philanthropy

From the pandemic to the murder of George Floyd, many relationship managers are faced with challenges as they find themselves in the midst of ultra-sensitive conversations with prospects and donors. This session is designed to unpack advancement experiences, understand the concept of power and privilege and its influence, and the importance of courageous conversation skills.
Speakers: Charleon Jeffries, Assistant Vice President of diversity, equity, and inclusion University Advancement, Virginia Tech Univerity, Angelique Grant, President, The Inclusion Firm
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Scaling Meaningful Impact with Tiered Annual Reports

Since 2016, the University of Tennessee, Knoxville, has grown its custom impact report program from stewarding 8 major donors (4 couples) to now 48 major donors (23 couples and 2 individuals), as well as implemented a tiered annual report that provides a unique experience to the additional 110+ Torchbearer Society members who have each contributed $1 million+ in lifetime giving. This has enabled UT to have a significant stewardship impact on major donors with an eye on the limits of staff capacity. The cross functionality our team possesses has brought the custom impact book and annual report strategy to a new level.
Speakers: Avery Howard, Director of Stewardship, University of Tennessee, Gerhard Schneibel, Writer/Publicist, The University of Tennessee, Knoxville
Competencies: Business and Financial AcumenRelationship BuildingIndustry or Sector ExpertiseStrategic ThinkingLeadership
Advancement Services
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

A Dean's Handbook for Philanthropy

We all know Deans are critical to fundraising success across our campus landscape. Whether you are working with a dean new to fundraising, starting with experience, or simply want to pause and revisit a long-standing partnership with your dean, this may be for you. Presenter and author, Brent Pieper, will share a book he recently wrote and was published by CASE. A Dean's Handbook for Philanthropy is steeped in the collective perspectives, stories and wisdom of over 26 higher education leaders who Brent has worked with including university presidents, chancellors, provosts, deans, athletic directors, foundation leaders, and yes--major gifts directors.
Speakers: Brent Pieper, Associate Vice President for Campaign/Major Gifts, University of Kentucky
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership

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      • Past Events
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      • Onboard Into Advancement
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    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
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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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      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
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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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    Career Central

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

  • About
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    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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    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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