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  3. CASE District VII & VIII Annual Conference 2024
CASE District VII & VIII Annual Conference 2024 HEADER

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CASE District VII & VIII Conference
CASE District VII & VIII Annual Conference 2024
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Sunday, March 3, 2024
2:45 PM - 3:45 PM PT

How to Make the First 90 Days Count

Starting a new position is intimidating for us all, at any stage of our careers. A solid plan for your first 90 days in a new role makes all the difference in the world. In this session, presenter Ellen Whitlock Baker will walk participants through a tangible plan for how to approach the first three months of a new job with confidence. Topics covered will be who to meet with, what questions to ask, how to write and present your 90-day plan, and how to assess your first 90 days.

This session is appropriate for Advancement team members at any level, as well as for HR/People and Culture team members responsible for onboarding new team members.
Speakers: Ellen Whitlock Baker, Assistant Vice President for Alumni Engagement, Seattle University
Competencies: LeadershipRelationship Building
Experience Level: Level 3Level 2
Topics: Talent Management
Fundraising
Alumni Relations
Sunday, March 3, 2024
2:45 PM - 3:45 PM PT

Leverage a Milestone Anniversary to Reinforce Your Brand Story

Don’t let a milestone anniversary slip by with a simple slice of cake or balloon emoji on Instagram. Take the time to plan out a comprehensive marketing and communication strategy that is intentional and multi-faceted to really leverage the momentum of the big occasion. Share your company’s origin story and lean into all the triumphs and achievements throughout the years. Tap into nostalgia. Nostalgia strengths people’s emotional connection with your company and deepens their loyalty and brand affinity. Your audience will be delighted with special edition product releases and/or retro branding. Infuse all these elements into social media, advertising, PR efforts, design, web content and more. Historical dates and photos can be throwback posts on social media. Create a special commemorative logo that can visually brand the anniversary. Highlight the founders of the past while also celebrating current employees in videos and blog content. Now is the best time to control the narrative, tell your brand’s story by highlighting the past and outlining the vibrant future yet to come.
Speakers: Nikki Koontz, Assistant Vice President of Marketing Communication, Southern Utah University
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 4Level 3
Topics: BrandingSocial Media
Alumni Relations
Communications and Marketing
Sunday, March 3, 2024
4:00 PM - 5:00 PM PT

Building an Influencer Community One Donor At A Time

Have you ever wanted to engage donors more fully in an authentic and meaningful way with faculty, staff, students, alumni and donors? The Utah Valley University (UVU) Strategic Engagement team’s initiative, the EverGREEN Ambassador Program, was conceived in line with the university’s inaugural comprehensive fundraising campaign. The EverGREEN Ambassador Program was launched to strategically engage with key donors after the formal public campaign launch. As part of the fundraising campaign, the EverGREEN Ambassadors Program invited UVU’s supporters to serve as extensions of the Institutional Advancement Strategic Engagement team. In this session we will explore ways to identify principal-level donors for an integrated influencer marketing campaign. Learn how you can establish and scale an influencer marketing program for your donors and alumni with meaningful and engaging content.
Speakers: Lauren James, Strategic Engagement Coordinator and Lead, Utah Valley University, Jenna Bunkall, Director of IA Communications, Utah Valley University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3Level 4
Topics: Social Media
Fundraising
Communications and Marketing
Sunday, March 3, 2024
4:00 PM - 5:00 PM PT

Mentorship: The Ultimate Alumni Engagement Strategy

Offering mentorship opportunities for your alumni is the ultimate alumni engagement strategy. Mentorship allows your alumni to connect to students and other alumni, share their insights and resources, make a tangible impact, and develop a deeper bond with their alma mater and community. The value of mentorship is priceless for your organization, students, and alumni, and implementing a success mentorship program is a win-win. The Alumni Career Engagement team at UCLA offers a variety of mentorship opportunities, and this program will share small, mid, and large-scale mentorship programs examples. Attendees will take away program ideas that suit their institutions, staff size, and budgets best.
Speakers: Gloria Ko, Senior Director, Alumni Career Engagement, University of California, Los Angeles, Haley Krakoski, Director, Alumni Career Engagement, University of California, Los Angeles
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 3All Levels
Alumni Relations
Monday, March 4, 2024
11:00 AM - 12:00 PM PT

Be Our Guest: Crafting Events for Donor Engagement

Be our guest as we explore how to continuously engage donors to annual giving and engagement programs. Learn how ASU Foundation uses a little enchantment to design events that keep donors coming back and deepening their commitment, be it through philanthropy or volunteerism, to the institution.
Speakers: Lindsy Manning, Executive Director, Campaign, ASU Foundation, Amber Back, Senior Director, Events, ASU Foundation
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: Level 3All Levels
Topics: Special Events
Advancement Services
Fundraising
Monday, March 4, 2024
3:45 PM - 4:45 PM PT

Transitioning Young Alumni Donors from Partners to Major Gift Prospects

The University of California Merced graduated its inaugural class of undergraduates in 2009. As the newest campus within the UC system, the average age of UC Merced alumni is only 28 years old. By establishing a special “Alumni Scholarship Endowment” giving program, the university has been able to transition its young alumni from supporters and advocates to major gift donors. This giving program also includes a special “signing ceremony” event that not only deepens their commitment to their alma mater, but promotes giving and demonstrates impact to their colleagues, family, and friends. Join this session to learn more about generational giving, how UC Merced engages its young alumni population, and secures transformative gifts.
Speakers: Amber Flores, Assistant Vice President of Development, University of the Pacific, Jessica Julian, Associate Director, Alumni Relations, University of California, Merced
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 4Level 3
Topics: Annual GivingMajor giftsSpecial Events
Fundraising
Alumni Relations
Tuesday, March 5, 2024
8:30 AM - 9:30 AM PT

Campaign Readiness: Building and Aligning the Team

We all know that being aligned around a common goal and working in unison is how you achieve success but what does it look like in a complex university environment undergoing a campaign? In this session, we will explore how the University of San Diego structured its advancement staffing, aligned each department within Advancement around campaign goals and processes, built custom strategies for specific schools and projects within the comprehensive campaign, established a campaign budget, and more. Lessons learned and pitfalls to avoid will also be shared.
Speakers: Phillip Garland, Associate Vice President, Advancement and Campaign Operations, University of San Diego, Aashika Patel, Executive Vice President, CCS Fundraising, Andrew Alesso, Director, CCS Fundraising
Competencies: Relationship BuildingIntegrity and Professionalism
Experience Level: Level 4Level 3
Topics: Talent Management
Advancement Services
Fundraising
Tuesday, March 5, 2024
8:30 AM - 9:30 AM PT

Elevating Parent Engagement: Strategies and Collaboration for Campus Success

Explore the exciting resurgence of Parent Engagement on college campuses. Discover the art of providing tailored engagement opportunities for parents and families while effectively showcasing the wealth of resources your institution has to offer. You'll learn the strategic steps to cultivate these partnerships, harnessing their power to engage your parental audience and benefit your campus partners. We'll also dive into how to create boundaries for parent engagement and best practices for online involvement with parent advocates.
Speakers: Brigette Young, Associate Director, Alumni and Parent Engagement, Occidental College, Dana Brandsey, Director, Alumni and Parent Engagement, Occidental College
Competencies: Relationship Building
Experience Level: All LevelsLevel 3
Alumni Relations

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      • In-Person Events
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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
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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
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    • 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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    Educational Partners

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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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      • Become a Host Institution
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    Career Central

    Career Central

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

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
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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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    • CASE Membership Primary and Secondary Coordinators
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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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