Program
Sunday, April 14, 2024
8:30 AM - 11:30 AM CT
New to the Profession Pre-Conference Workshop (separate registration required)
For early-career professionals! Attendees will become immersed in the industry through engaging sessions, self-reflection, and peer learning. The format includes an overview of CASE, networking, and mentor pairing. Participants will learn crucial CASE competencies such as relationship building and leadership, as well as explore how their strengths can help them thrive in their current jobs and throughout their careers. Attendees will walk away with valuable skills to successfully navigate the early phases of their professional journeys in advancement.
Welcome
1:00 PM - 2:30 PM CT
Welcome and Opening Keynote - Invisible to Invaluable: Get Seen, Get Heard, Get Ahead
Invisible to Invaluable: Get Seen, Get Heard, Get Ahead - AKA Own it While You Hone it - How to Cultivate Your Organization’s Hidden Potential
How much stronger would your organization be if all your people felt comfortable and safe to contribute their best? Today’s workforce craves to be able to contribute. However, whether because of their own past experiences or because of something within the company culture, they don’t bring their whole selves to work. Just like the story of the Golden Buddha hidden under clay for centuries, there is untapped brilliance within your organization. It’s often hidden under fears, biases, and resentments which hinder productivity, collaboration, and morale. In this interactive keynote, we examine what commonly blocks people from feeling safe to contribute; initiate a journey of self-discovery and give tools and techniques to unleash and share the valuable potential that lies untapped. Using her SUPER8 Formula, Robyn takes you on an empowering journey to:
How much stronger would your organization be if all your people felt comfortable and safe to contribute their best? Today’s workforce craves to be able to contribute. However, whether because of their own past experiences or because of something within the company culture, they don’t bring their whole selves to work. Just like the story of the Golden Buddha hidden under clay for centuries, there is untapped brilliance within your organization. It’s often hidden under fears, biases, and resentments which hinder productivity, collaboration, and morale. In this interactive keynote, we examine what commonly blocks people from feeling safe to contribute; initiate a journey of self-discovery and give tools and techniques to unleash and share the valuable potential that lies untapped. Using her SUPER8 Formula, Robyn takes you on an empowering journey to:
- Investig8te what may be covering the talent within
- Excav8te untapped or undervalued capabilities and skills
- Communic8te your unique value with unwavering confidence
- Radi8te charismatic presence when communicating
- Advoc8te for yourself and others, fostering a culture of empowerment and support
Speakers: Robyn Hatcher, Founder and CEO, SpeakEtc.
Elective Session
3:15 PM - 4:15 PM CT
5 Key Leadership Strategies to Empower Your Team to Level Up! and Deliver Results.
This creative and high energy interactive session will address key leadership strategies that are critical in positioning your team for success!
Barbara and Joy's unique blend of leadership styles incorporate relationship strategies, ethics and storytelling techniques that have helped position fundraisers for success in closing major and principal gifts.
Barbara and Joy's unique blend of leadership styles incorporate relationship strategies, ethics and storytelling techniques that have helped position fundraisers for success in closing major and principal gifts.
Speakers: Barbara Poure, Managing Director, Carter Global, Joy McKee, Assistant Dean of Development, Division of Undergraduate Education, UCLA
Competencies: Relationship BuildingLeadership
Experience Level: Level 5
Elective Session
3:15 PM - 4:15 PM CT
60 Ideas in 60 Minutes: Maximize Your Print Magazines And Major Print Projects
In this lightning-fast session, we'll condense 25 years of on-staff and client print magazine and higher ed communications experience into 60 ideas that you can use TODAY to make your print publications more read, more loved, and more valuable. We'll discuss how to develop coffee table–worthy publications, we'll share what the research says about the four most valuable pages of your publication, and we'll offer key “engagement engineering” techniques to make your storytelling feedback-friendly. We'll also discuss ways to collaborate effectively with partners across campus to increase the impact of your print publications. Participants will come away with concrete ideas that they can implement immediately and make a real difference for their publications and communications.
Speakers: Erin Peterson, Owner, Capstone Communications, LeeAnn Shelton, Director of Enterprise Communications, Kellogg School of Management at Northwestern University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Elective Session
3:15 PM - 4:15 PM CT
Aligning Priorities and Messaging for a Stronger, More Impactful Relationship
How the University of North Dakota and the University of North Dakota Alumni Association and Foundation created alignment between brands and messaging, strengthening overall brand messaging for the success of the University and Foundation's Campaign. It's all about communication, leadership support, and working smarter together. We'll tell you how we did it.
Speakers: Meloney Linder, Vice President for Marketing and Communications, University of North Dakota, Sarah Prout, Vice President for Marketing & Communications, University of North Dakota Alumni Association & Foundation
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: Alumni EngagementBranding
Elective Session
3:15 PM - 4:15 PM CT
Here, There and Everywhere: Hybrid and Remote Work Insights and Strategies
Hybrid and remote work policies, and opinions, continue to evolve as we head further into post-pandemic work life. Join us as we explore the nuances of various work modalities, addressing the unique demands and expectations faced by advancement teams. We will apply data trends and insights from multiple organizations as a jumping off point for a robust discussion on lessons learned and ideas for the future, from the perspectives of both those managing and those being managed.
Speakers: Abigail Floyd, Director of Major Gifts, Pennsylvania State University, Drew Kovacs, Director of Talent for Advancement, Penn State, Jana Zollinger, Director of Advancement, University of Illinois
Competencies: LeadershipIntegrity and Professionalism
Experience Level: All Levels
Elective Session
3:15 PM - 4:15 PM CT
Owning the Conversation: Building Trust, Uncovering Capacity, Managing Nerves
This session is specifically designed for frontline gift officers in major gifts and gift planning who seek a fresh perspective to move beyond transactional outcomes. Whether just starting out or looking to take your fundraising efforts to the next level, this session offers valuable insights and strategies to “Own the Conversation’ with your donors. During this session, we will explore the tenets of High Probability Fundraising to address the key questions every donor makes on their journey to a meaningful gift. You will learn how to avoid the ‘Transactional Trap’ by inviting donors to engage in a permission-based conversation that sets a transparent agenda, builds deep trust, uncovers true capacity, and secures bigger, more impactful gifts than they ever thought possible.
Speakers: Erin Adcock, Director of Development, University of Chicago, Craig Smith, Senior Consultant, John Brown LImited, Hannah Swihart, Director, Principal and Strategic Gifts, Feeding America
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Elective Session
3:15 PM - 4:15 PM CT
Rising Together: Project Management in Advancement
We were a disjointed team, faced with everyday barriers: emails, meetings, and missed connections. Morale was plummeting fast. So, in true Dakota State fashion, we decided to UNITE together and RISE above our situation. We embarked on an upward journey into uncharted territory with an everything-in-one project management solution. We didn't map the whole climb at once - we continued to orient towards a common peak, a subsequent point, and course-correcting to higher sights. The journey continues, but it’s elevated visibility across fundraising, marketing, operations, and finance, all while strengthening collaboration campus-wide. In this lively session, we’ll:
1) Share field notes from lessons learned integrating a project management system (like Asana) into everything we do;
2)Spot familiar challenges other crews face;
3) See how the proper framework, patience, and humor help to seamlessly navigate complexity.
*We will suggest variations for big and small shops; and options from budget to enterprise systems. The takeaways are moldable to anyone, anywhere, ready to set sail!
Speakers: Sami Zoss, Chief Operating Officer, Dakota State University
Competencies: Strategic ThinkingLeadership
Elective Session
3:15 PM - 4:15 PM CT
Student Initiatives Unleashed: Crowdfunding that Empowers, Engages and Elevates
As budgets tighten and teams are stretched, finding resources and support can be tricky. During this session, obtain strategies for helping students become an extension of your front-line fundraising team. Learn how annual giving and communications teams can partner to educate students and leverage the power of a digital/social fundraising platform to achieve success. New donors are out there – work with students to identify and mobilize their networks to grow giving and your donor database.
Speakers: Lindsey Donovan, Assistant Director of Development-School of Engineering, University of St. Thomas, Kelly Thomalla, Senior Manager of Marketing and Communication, University of St. Thomas, Rosa Conrad, Partner Success Manager, GiveCampus
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 2All Levels
Topics: Alumni EngagementAnnual Giving
Elective Session
4:30 PM - 5:30 PM CT
Alumni Engagement and Annual Giving Collaboration
Alumni Engagement and Annual Giving share common values of building lasting, life-long constituent relationships to build affinity and a wide range of support for institutions. Strategic alignment, targeted approaches and outreach efforts to defined audience groups can yield greater effectiveness when these two areas of campus work together to achieve core KPI objectives. Through this panel discussion, you will hear how four institutions are approaching their work, the strategic considerations, and lessons learned.
Speakers: Jenn Bowie, Associate Vice President of Alumni Relations & Annual Giving at Ohio University, Ohio University, Leigh Greenfelder, Senior Associate Vice President & COO of Philanthropy and Alumni Engagement at Kent State Universit, Kent State University, Lola Mauer, Associate Vice President of Engagement and Strategy at Ball State University, Ball State University, Melinda Hagemann, Assistant Vice Chancellor of Advancement, University of Colorado- Colorado Springs
Competencies: Strategic Thinking
Elective Session
4:30 PM - 5:30 PM CT
Empowering Student Voices: Catalysts for Higher Education Advancement
This session delves into the crucial role of students and their voices in shaping Advancement, specifically fundraising. It will explore how students are the catalysts for change and innovation within institutions and how we in Advancement can utilize that. We will discuss topics such as philanthropy education, student-to-student fundraisers, donor relations utilization of students, real-world success stories, and much more.
Speakers: Abbey Kamin, Assistant Director, Outreach Center, Macalester College
Competencies: Strategic ThinkingRelationship Building
Experience Level: All LevelsLevel 2
Elective Session
4:30 PM - 5:30 PM CT
Engaging Young Alumni...Ten at a Time
Young alumni engagement is a puzzle that all institutions need to solve, but that's easier said than done. The 10 Under 10 Awards program has proven over the past six years that a simple awards concept can work to engage highly successful emerging leaders within the young alumni community while also creating connection opportunities for Admissions, Career Services, Marketing and Academics to that ultimately elevate the entire institution. Through campus partnerships, we've been able to use the program to not only elevate alumni success stories and engage recipients and their networks, but also create meaningful career networking opportunities for alumni and students alike. We'll spend time reviewing this award program and how it has evolved, provide examples of how it's been used to impact multiple departments, and then challenge attendees to think of ways their own campus could be positively affected by a similar program.
Speakers: Kate Ralston, Director of Alumni Engagement, Hope College, Megan Scheldt, Director of Student Engagement & Operations, Hope College
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All Levels
Elective Session
4:30 PM - 5:30 PM CT
Engaging with Intention: Designing and Measuring the Impact of Segmented Alumni Engagement
At Indiana University, we have begun to move away from approaching programs solely with the goal of filling a room to strategically segmenting and considering our audience goals when designing and developing programs and events. This centering on the alumni experience drives to a more meaningful engagement/outcome, allowing us to focus more specifically on the needs and experiences of our diverse audience. This session will present a case study of how we began to do this work at Indiana University and the tools we have built to measure the impact. We will also discuss ways in which you can scale this model no matter the size of your shop.
Speakers: Allison DeWitt, Managing Director of Strategic Initiatives, Indiana University, Estela Kite, Associate Director of Market Engagement, Indiana University
Elective Session
4:30 PM - 5:30 PM CT
Stronger: Building positivity within a college amid two traumatic events
A pandemic and a campus shooting would be enough to stop most college programs in their tracks, but students in the health sciences rarely get a moment to rest. With state mandates on the number of clinical and lecture hours, students at the Michigan State University College of Nursing were required to carry on during two traumatic events within the past few years. See how the college community came together to encourage wellness and positivity for its students during some of its most difficult times.
Speakers: Kristofer Karol, Senior Communications & Marketing Officer, MSU College of Nursing, Wes Buskirk, Digital Communications Manager, MSU College of Nursing
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Elective Session
4:30 PM - 5:30 PM CT
Talent Acquisition Solutions to Higher Ed’s Hiring Problem
I don't even have to cite the statistics around the difficult hiring market, we all are feeling the pain every time we go to hire. Everyone is struggling to find talent and the candidate pools just seem to get smaller and smaller. With almost 10 years of experience in Higher Education and Talent Acquisition, I'm here to offer you some industry best practices and tested examples of how we're tackling the hiring problems at Ohio State University.
Speakers: Alex Broshious, Senior Talent Acquisition Consultant, The Ohio State University
Competencies: Strategic Thinking
Experience Level: Level 4All Levels
Elective Session
4:30 PM - 5:30 PM CT
Targeted Engagement for Meaningful Impact: Strategic Engagement Pools (SEPs)
Session Overview
In today's rapidly changing landscape of alumni relations and advancement, institutions face the challenge of effectively engaging alumni who have demonstrated interest and possess significant wealth capacity. To address this challenge, we propose a session titled " Targeted Engagement for Meaningful Impact Strategic Engagement Pools (SEPs)" for the CASE (Council for Advancement and Support of Education) conference. This presentation will showcase innovative strategies and best practices for creating and utilizing SEPs to empower engagement officers to focus their efforts on the most promising alumni prospects.
Speakers: Erin Dietrich, Executive Director of Alumni Engagement, University of Denver, Lisa Redfield, Executive Director of Strategic Analytics and Prospect Development, University of Denver
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 3All Levels
Topics: Alumni Engagement
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