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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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  • Communications & Marketing(2)
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  • Fundraising(5)
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  • Level 3
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
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
Monday, March 4, 2024
9:30 AM - 10:30 AM PT

Fundraising for Complex Social Issues

Inspiring donors and raising philanthropic support for society’s most complex issues — those where tangible outcomes and positive impact may not be realized for years — is a challenge facing nonprofits, including educational institutions, worldwide. From climate change to homelessness to racial inequity to social justice, philanthropy is critical to tackling society’s most complex issues, and institutions that innovate and inspire philanthropic investment are best prepared to achieve substantive, positive change. In this session, we will address real-life challenges encountered when complex social issues are involved and provide creative solutions for addressing them.
Speakers: Richard Tollefson, President and Founder, The Phoenix Philanthropy Group, David Vasquez-Levy, President, Pacific School of Religion, Devorah Lieberman, President Emeritus, University of La Verne, Karen Evans, Executive Director of Engagement, Arizona State University
Competencies: Integrity and ProfessionalismStrategic Thinking
Experience Level: All LevelsLevel 3
Topics: BrandingDiversity & InclusionMajor gifts
Communications and Marketing
Fundraising
Monday, March 4, 2024
9:30 AM - 10:30 AM PT

Pipeline Development is Lead Generation: A Scalable Qualification Program

Come learn about UC Berkeley's Pipeline Development Program and how we're growing our pipeline with two lead generation strategies; Discovery Journeys and the Bubble Up Initiative. These innovative programs offer a new approach to identifying and qualifying prospects by blending traditional frontline efforts with mass communication outreach strategies. These programs streamline prospect qualification and deliver warm, vetted prospects to Gift Officers. This allows Gift Officers to spend more time building relationships and making the ask, and less time doing cold outreach. This reallocation of resources will empower your advancement department to reach thousands more prospects per year.
Speakers: Alessandra Demmons, Director, Pipeline Development, University of California, Berkeley
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 3Level 4
Topics: Annual Giving
Fundraising
Monday, March 4, 2024
9:30 AM - 10:30 AM PT

Strategic Private Foundation Fundraising

Join us for a discussion about how to best integrate private foundations into a comprehensive funding plan. We'll talk about how impactful proposals to private foundations differ from those to other types of funders, how private foundations bridge the divide between individual donors and public agency sponsors, and how Oregon State University supports sponsored research through the Foundation Relations office.
Speakers: Elizabeth Ocampo, Director of Development, Foundation Relations, Oregon State University Foundation, Aaron Shonk, Senior Director of Development II for Foundation Relations, Oregon State University Foundation
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 2Level 3
Topics: Major gifts
Fundraising
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
Monday, March 4, 2024
3:45 PM - 4:45 PM PT

Maximizing awareness and news coverage of gift announcements

Celebrating major gifts with a press release is common practice for universities. Using the press release to secure earned media coverage and support donor stewardship can be rewarding and also can pose challenges for the institution and the donor. Learn what works, what doesn't, and how and when to involve comms teams to help make the most of the gift announcement.
Speakers: Jackson Holtz, Public Information Officer, University of Washington, Teresa Watanabe, Education Reporter, The Los Angeles Times, Lissette Martinez, Senior Director of Media Relations, University of San Diego, Eddie North-Hager, Interim Executive Director, Media Relations, University of California, Los Angeles
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All LevelsLevel 3
Topics: Major gifts
Fundraising
Communications and Marketing
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
10:00 AM - 11:00 AM PT

Empowering Leadership: Cultivating Thriving Teams in a Changing Landscape.

Are you curious about emerging leadership trends? Do you want to create a thriving team culture? During this session we will explore key leadership trends and share how they can be leveraged to create an inclusive and prosperous team environment. We will engage in conversations about proactively navigating our ever-changing work landscape. The panelists will share their diverse experience creating a thriving culture that fosters professional growth. This session is designed for the informal and formal leader who wants to be an intentional and effective player-coach.
Speakers: Jennifer Mora, Assistant Dean, Development + Alumni Relations, College of Environmental Design, University of California, Berkeley, Judy Nagai, Vice President, University Advancement, San Jose State University, Edgar Gonzalez, Vice President for University Development, Seattle University
Competencies: Emotional IntelligenceLeadership
Experience Level: Level 4Level 3
Topics: Diversity & InclusionTalent Management
Alumni Relations
Fundraising

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    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
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    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
    • Surveys
    • 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
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    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
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    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. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    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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