All Sessions
CASE District IV Annual Conference
CASE District IV Annual Conference
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8:00 AM - 12:00 PM CT
New to the Profession Pre-Conference
Designed for educational advancement professionals with fewer than two years of professional advancement experience, this workshop is designed to explore the fundamentals of advancement and lays the groundwork for a successful career in this exciting profession.
Speakers: Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville, Todd Clark, Associate Chief Communications Officer, Arkansas State University, Keturi DeLong, Director, Development, George W. Bush Presidential Center, Carrie Phillips, Chief Communications and Marketing Officer, University of Arkansas at Little Rock, Heather Elsik, Executive Director of Advancement Operations, Texas A&M University-Kingsville, Ruby Gonzalez, Director, Development, Texas A&M University-Kingsville, Leslie Blanchet, Director of Alumni Engagement, The University of Tulsa, Mike Hutchison, Vice President for Institutional Advancement, McMurry University
8:30 AM - 11:30 AM CT
Advancement Leadership Pre-Conference
Leading advancement shops in higher education is rewarding work. But it can be incredibly challenging. The list that successful leaders must navigate to support their employees continues to grow. This pre-conference workshop tackles many of those challenges head-on. Self-care, burnout, and managing from all directions are a few of the topics we’ll cover. Then, we’ll open the conversation to learn about industry leadership struggles and best practices from one another. If you’re new to leadership, a seasoned pro who is willing to share, or someone looking for a career leap—this pre-conference will help you address the challenges that leaders must navigate in an ever-changing world.
Speakers: Carrie Phillips, Chief Communications and Marketing Officer, University of Arkansas at Little Rock, Jesse Pisors, Vice President for University Relations & Advancement, Texas A&M University-San Antonio, Jenna Goodman, Founding Partner, Generous Change, Karl Miller-Lugo, Vice President for Development and Alumni Relations, University of Texas at San Antonio, Rebecca Anderson, Assistant Vice President for Operations and Advancement Services, The University of Texas at San Antonio, Jenna Hoff, Director of Development and Corporate Relations, Engineering & Computer Science, Baylor University
1:00 PM - 1:15 PM CT
Welcome and Opening Remarks
Join Sue Cunningham, President and CEO, Council for Advancement and Support of Education (CASE) and Jeffrey Spoeri, J.D., Associate Vice President for University Advancement, Lamar University; Chair, CASE District IV, 2023 Conference as they welcome you to San Antonio and the CASE District IV annual Conference.
1:15 PM - 2:15 PM CT
The Value Proposition for Higher Education: The Empowered University
Dr. Freeman Hrabowski, President Emeritus, University of Maryland, Baltimore County, discusses why educators must be ambassadors for higher education in the larger public. Additionally, he will talk about higher education's impact on American society, especially over the past 60 years. He will emphasize analytics, data and stories, and the connection between higher education and the community.
Speakers: Freeman Hrabowski, President Emeritus, University of Maryland, Baltimore County
2:30 PM - 3:30 PM CT
Survival Guide for Creatives
Graphic designers and creatives in higher ed are wearing more and more hats these days making it tough to constantly pump out new creative content. In this session Nikki Davis, Senior Graphic Designer at Slate Group, will go through her Survival Guide for Creatives, such as the importance of slaying your dragons before breakfast to remixing ideas and mind mapping techniques.
Speakers: Nikki Davis, Senior Graphic Designer, Slate Group
Competencies: Integrity and ProfessionalismRelationship BuildingEmotional IntelligenceStrategic Thinking
Topics: Branding
2:30 PM - 3:30 PM CT
Young Alumni: Small Group Discussion
Speakers: Courtney Strickland, Daniel Suda
2:30 PM - 3:30 PM CT
Building the Team We Want: How to Co-Create a Team Culture to Achieve Success
Learn from an advancement leader and a frontline fundraiser about how they partnered together to re-build a team culture during a year of interim college leadership and high transition to co-create a positive and flourishing team workplace environment that achieved record-high fundraising success. Through personal stories, case studies, and best practices taken from higher education advancement literature, this dynamic duo will provide you with concrete steps and examples that you can bring back to your team to build, re-build, and/or enhance your team culture for optimal fundraising success.
Speakers: Christina Smith, Director of Development, Principal Gifts, The University of Texas at Austin, Kristin Tommey, Vice President for Individual Giving, Museum of Science
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Diversity & Inclusion
2:30 PM - 3:30 PM CT
Be Bold: Launching The Largest Comprehensive Campaign in San Antonio's History
Last Fall, The University of Texas at San Antonio launched the largest fundraising campaign in the city’s history, BE BOLD: A Campaign for Our Future. The multiday celebration was led by UTSA Donor Relations and took over a year of planning involving committee members from divisions across campus. During this session we will bring you along on the Be Bold Launch planning journey, sharing insight into coordinating events across the university’s campuses, engaging every level of donor, encouraging faculty and staff to join the celebration, and strategies for keeping stake holders informed, excited, and making everyone a Be Bold champion!
Speakers: Alta Compton, Director of Stewardship, The University of Texas at San Antonio, CeCe Frost Griffin, Assistant Vice President for Leadership Strategy, The University of Texas at San Antonio, Kristine Garza Benson, Director of Donor Events and Special Projects, The University of Texas at San Antonio
Competencies: Relationship BuildingStrategic Thinking
2:30 PM - 3:30 PM CT
I’ll Take Culture Over Experience: Be A Best Place To Work Organization
When leaders hire and develop a team for their potential to be a great fit for their organization, everyone wins! At the Oklahoma State University Foundation, the organization has developed a winning strategy to recruit top talent, foster a highly engaged staff, and retain highly skilled employees. This strategy has helped them achieve many awards such as Best Places to Work and NPT’s Best Nonprofit To Work For. Allow OSUF to share its secrets to success and how you too can build an award-winning culture!
Speakers: Pam Guthrie, Senior Associate VP of Human Resources, Oklahoma State University Foundation, Scott Roberts, Vice President of Development, Oklahoma State University Foundation, Blaire Atkinson, President, Oklahoma State University Foundation
4:00 PM - 5:00 PM CT
How Small Donors Become Major Donors: Analyzing Major Donor Pathways
It is often thought that small donors are not a prime source for future major gifts. An analysis of over a dozen higher education institutions found that nearly 30% of major donors started out by giving a gift under $250, and a meaningful number of these converted to a major donor within a few years. As a result of understanding how small donors can become major donors, nonprofits can uncover new prospects for making transformational gifts.
Speakers: Meaghan O'Brien, Director, Data Analytics, CCS Fundraising, John Sammis, Senior Vice President of Data Analytics, CCS Fundraising, Maeve Riley, Senior Vice President, CCS Fundraising
Competencies: Business and Financial AcumenStrategic Thinking