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District III Conference Sessions
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CASE District III Annual Conference
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10:30 AM - 11:30 AM ET
100 Women: Engaging Alumnae to Advance Admissions, Student Support & Philanthropic Goals
To improve the gender parity in UNC Kenan-Flagler's Full-Time MBA program, alumnae and Advancement staff collaborated on a new initiative called "100 Women". Since this initiative launched in 2020, the Full-Time MBA female enrollment has increased from 29% to 38%. 100 Women's success comes from nurturing meaningful engagement between alumnae and prospective/current students; developing mutually-beneficial partnerships across internal teams and other volunteer leadership groups; and increasing alumnae philanthropy for the School. Hear from Advancement staff on how they've partnered with alumnae leaders to develop a flexible and impactful program aligned with Kenan-Flagler's Diversity and Inclusion initiatives.
Speakers: Katie Masood, Director of Development, University of North Carolina at Chapel Hill, Shontel Grumhaus, Senior Associate Dean of Advancement, UNC Kenan-Flagler Business School
10:30 AM - 11:30 AM ET
Acting and Interim Presidents: Comm Strategies During Leadership Transition
Higher education leadership transitions require communications strategies that must effectively address a range of needs to ensure success. Allaying fears, building trust, embracing community and demonstrating vision are all key components that communications professionals must juggle when an acting or interim president is named on campus. The need exists to transform uncertainty into opportunity. Using a case study approach, this session will share practical examples of communications tools that were successfully deployed during the presidential transition at Florida Institute of Technology.
Speakers: Wesley Sumner, Chief of Staff, Vice President for Communications, Florida Institute of Technology
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
10:30 AM - 11:30 AM ET
Bridging the Gap from Engagement to Giving and why Young Alumni are GOLD
Young alumni are GOLD (Graduates of the Last Decade) because they are the future of their institutions and can help to create strong alumni networks. This session will discuss ways to cultivate giving and engagement relationships in ways that help young alumni stay connected to their alma mater, learn their responsibility in an alumni network, and why it’s imperative to be invested in their institution’s success through philanthropy.
Speakers: Matthew Williams, Director of Development, Emory University, Tifaney Millwood, Assistant Director of Alumni Engagement, Emory University
10:30 AM - 11:30 AM ET
Turn Your Marketing Data Into Action!
Are you drowning in data? Mesmerized by metrics? Paralyzed by the meaning of all those touchpoints, open rates and CTRs? The problem with data today is not collecting it, it's knowing what to do with all those metrics and numbers. Learn the secrets of putting your marketing data to work by creating "Data In Action" meetings that are focused, fact-based and effective. Loaded with examples and steps you can follow, you'll soon be making better decisions and solving your work's most pressing problems using cold hard facts, not the hazy recollections of personal experience.
Speakers: Todd Deery, Asst Director of Marketing & Comm, Alumni Affairs I Managing Editor, Auburn University
10:30 AM - 11:30 AM ET
Shared Equity Leadership: Working Collaboratively to Achieve DEI Priorities.
True institutional transformation occurs when leadership emphasizes the critical role of centering equity as a priority and connecting practices to structures and processes, especially during times of uncertainty. Shared equity leadership provides advancement leaders a unique opportunity to scale their equity work by organizing teams across the division who take collective responsibility in developing and moving diversity and inclusion priorities forward. This session will describe how Brown University's Advancement Division pivoted during a time when our nation was addressing worldwide health crises and organically applied shared equity leadership to achieve its diversity and inclusion fundraising priorities and goals.
Speakers: Alyssia Coates, Senior Director of Development, Inclusion Philanthropy and Engagement, Brown University
10:30 AM - 11:30 AM ET
Beyond Endowment Reports - Reports to engage your donors year-round
How do we go beyond the endowment report to engage our donors throughout the year, but keep our workload in check? Join us in discussing opportunities a few Case III institutions took to connect with their donors throughout the year on their funds, impact, and legacy.
Speakers: Avery Howard, Director of Stewardship, University of Tennessee, Liz Menne, ODDER Manager, EverTrue
Competencies: Relationship BuildingIndustry or Sector Expertise
Topics: Annual Giving
10:30 AM - 11:30 AM ET
Fundraising BS: Leveraging Behavioral Science to Drive Donor Conversion Rates
Making it easier for donors to give may just be the most effective strategy in the savvy fundraiser’s toolkit—and we’ve got the conversion metrics (and science!) to prove it. In this session, we’ll show you how applying classic principles of persuasion science to your everyday fundraising challenges can dramatically improve donor engagement and move the needle on dollars raised. Using the Fogg Behavior Model as a framework for understanding donor motivation and ability, Birmingham-Southern College and GiveCampus will share how their partnership, and a few simple strategies, have achieved impressive real-world results.
Speakers: Danielle Ivey Buchanan, Troy Steinmetz
Competencies: Business and Financial AcumenRelationship BuildingEmotional IntelligenceStrategic Thinking
Topics: Annual Giving
11:45 AM - 12:45 PM ET
Developing a Comprehensive Gift-in-Kind Process
Accepting in-kind donations of property is a normal function of comprehensive Higher-Ed fundraising. Larger institutions with decentralized units face challenges with knowing when property is being donated and helping employees understand their responsibilities on behalf of the institution. This session will explain some of the unique complications which led Kennesaw State University to develop a central process for accepting a wide variety of Gifts-in-Kind.
Speakers: Matthew Bain, Executive Director of Advancement Services, Kennesaw State University
11:45 AM - 12:45 PM ET
Goals, roles, processes, values, communications, assumptions...oh my!
The ingredients that comprise culture are a lot to balance. And with ever evolving staffing models due to the pandemic and the Great Resignation, leaders need new and better tools to manage their departments. In this session we’ll examine an innovative approach undertaken by The Hill School with the goals of gaining a clear view of the advancement team’s perceptions on culture, optimizing employee satisfaction, and building internal consensus. The unique design of the process provided leadership a view of team members’ top priorities, allowing for change management most beneficial in retaining talent, strengthening teamwork, and improving productivity.
Speakers: Christian Sockel, Assistant Head of School for Institutional Giving, The Hill School, Sarah Williams, Vice President for Consulting Engagement & Analytics, Marts&Lundy, Karen Callahan, Senior Consultant & Managing Principal, Marts&Lundy