
CASE District V Annual Conference Reunited Sessions
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Building Bridges Between Admission and Communications Offices
Learn how Grinnell College built a bridge between its admission and communications offices by creating new marketing-focused, enrollment-aware positions; reimagining longstanding committees, protocols, and conventions; building pathways to cooperative conversations throughout the creative process; and having cross-departmental colleagues present in each other’s virtual spaces. The result has been a welcomed culture shift among team members who now share a greater appreciation for each other’s challenges. In this year of remote work, the two offices developed collaborative relationships that enriched and streamlined admission marketing efforts, leading to record-setting enrollment metrics.
Sarah Anderson, Director of Content Strategy – External Relations, Grinnell College and Timothy Butterfield, Admission Marketing Specialist, Grinnell College
Real-time Reviews: Actionable, Strategic & Collaborative Portfolio Reviews
After a CRM conversion, advancement shops face challenges in system adoption, data integrity, and training all while maintaining momentum in closing gifts. Illinois Real-time Reviews address these challenges using a well-defined process cocreated by advancement services and frontline fundraisers. Conducted in a cross-functional 90-minute sessions, Real-time Reviews bring high priority prospects into focus for fundraisers, outlining next steps and align expectations around data entry.
Learn about the outcomes of the process, including quantifiable progress, improved system adoption, recommendations for additional business improvements and improved working relationships across the advancement enterprise.
Heather Clay, Executive Director of Advancement and Katie Harrell, Associate Director of Advancement - Strategic Performance Management, University of Illinois at Urbana-Champaign
Measuring Engagement: A Key Performance Indicator Approach
At Ohio State, engagement professionals and Business Intelligence/Data Science partners have developed a new tool to analyze engagement data that we believe will benefit the engagement industry. Successes from this work include: an inclusive, stakeholder-centered definition of “meaningful engagement” that reflects our diverse and digital world; improved data measurement consistency among engagement professionals across the organization; a key performance indicator process that can be applied to other projects (to ask “Why?” and not “What?”); and a dashboard that provides real-time engagement data to analyze impact. Attendees will learn how to apply a Key Performance Indicator method to determine measures of success at their home institutions, plus gain ideas into tools they might want to build or refine at home to help provide real-time data and insights related to measuring the impact of engagement efforts.
PANELISTS: Samantha Frost, Senior Director, Alumni Experiences; and Danielle Huskey, Data Analytics Consultant, The Ohio State University
Giving Day Panel - How to Level Up Your Giving Day
Your giving day just broke another record. Time to do it again. So, what’s next? How do you amplify engagement and excitement for something we’re all doing every year? Join us for this panel discussion of how to “level up” your giving day with things like social engagement, new giving methods, multi-tiered challenges, competitions, and elite level volunteers to keep excitement high. We will also share key pivots and changes institutions made during the pandemic- and what worked. And, we'll take a look at data on over $500M in results across higher education to see key benchmarks, metrics, and new tactics are as you take your giving day to the next level.
Makenna Daniels, Assistant Director of Annual Giving, Ohio Wesleyan University; Brian Gawor, Vice President, Research, Ruffalo Noel Levitz and Jillian Nelson, Senior Director, Annual Giving, Illinois State University
Why Your Institution Isn't Getting Enough Exposure and How to Change That
Your institution has great stories to tell. You might even be telling those stories. But chances are, your content isn’t getting the kind of exposure that it should be getting. This session will teach you the strategies that major institutions are using to get unprecedented exposure for their brand’s stories across multiple channels.
Phil Saken, Sr. Director, Marketing & Communications, Ohio State College of Nursing, The Ohio State University and Lisa Arledge Powell, President, MediaSource
Theoretical Chickens: Small Gifts in the Big Picture
Can university fundraisers and donor relations officers adapt the goats and chickens model to scholarships and professorships? Okay, so we’re a university. We don’t have chickens. Or goats. Or cows. But you’ve probably heard or received those solicitations from other charities. Sure, you know your money may not actually be going to purchase THAT specific goat for THAT particular family, but the illusion is a great way to ask you for a gift, and it gives you an idea of its actual impact, whether large or small.
Emily Berry, Assistant Vice President - Annual Giving; Emilie Davis, Associate Director of Donor Communications; and Spencer K. Izor, Associate Director of Development - Annual Giving, Miami University
Big Swing Stories: Make Your Strategic Priority Stories Irresistible
We've all got important stories to tell in our publications: new presidents, new campaigns, new strategic plans, big anniversaries. But we might only be telling these stories once a decade. So how do we make sure we're making the most of these opportunities and ensuring that they're compelling to our audience? In this session, we'll talk about distilling these stories to their essence, using creative packaging techniques to draw your readers in, and finding the human elements that help make "must-do" stories into "must-read" stories. In addition to lots of real examples from schools across the country, we'll also go through one of these stories from concept to completion. I'll share some of the common pitfalls and challenges of these projects (including how to avoid them) as well as how to take advantage of unexpected opportunities.
Erin Peterson, Founder, Capstone Communications and Rebekah Tilley, Director of Communications – Tippe College of Business, University of Iowa
CASE AMAtlas: From Global Standards to Global Data
Discover the latest trends that impact advancement within your district, across the country, and around the globe. The CASE AMAtlas team will share recent findings from our benchmarking surveys, including the Voluntary Support of Education and Alumni Engagement Metrics. You will also get a sneak peek at data from our Core Metrics pilot (focusing on creating global metrics) and new Campaign Survey.
Jenny Cooke Smith, Senior Strategic Consultant, AMAtlas, CASE
Alumni Volunteer: A New Way for Michigan Wolverines to Lend a Hand
Alumni Volunteer is a cross-campus initiative connecting alumni with volunteer opportunities, hosted by University of Michigan affiliated groups, that honor alumni’s interdisciplinary expertise and general passion for volunteerism. Beginning with a vision to create a marketplace allowing campus partners and clubs to post opportunities, our business model has expanded to include community organizations that sometimes are run by U-M alumni. Since the launch of Alumni Volunteer in January 2021, we have received positive feedback and a growing number of alumni eager to support opportunities benefiting our University and the community.
Tina Chen, Alumni Volunteer Program Manager, University of Michigan, Ann Arbor and Carlos Martinez, Senior Global Engagement Manager, Alumni Association of the University of Michigan
Launching a Comprehensive Campaign with a Non-traditional and Virtual Kick-off
In March 2021, the Eastern Michigan University Foundation publicly launched its Give Rise Campaign, a comprehensive campaign focused on raising over $100M for student, program, and beyond-the-classroom support. Our event set multiple institutional records in attendance, giving, and campus engagement. How did we do it? While public phase kickoff events have become commonplace in the advancement world, our approach was not. Rather than attempting to host an in-person event, we opted for one that was fully virtual.
Matthew Mortier, Director of Donor Relations, Eastern Michigan University Foundation and Celia Murkowski, Assistant Director of Development and Virtual kick off Lead, Eastern Michigan University Foundation