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CASE District VII & VIII Conference
CASE District VII & VIII Annual Conference 2024
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9:30 AM - 10:30 AM PT
Navigating the Engagement Odyssey: A Strategic Approach to Volunteers
Get ready to chart your course for success in building impactful volunteer relationships and unlocking the full potential of your organization! This session will take you along with Mount Saint Mary's University on their journey to develop a comprehensive volunteer engagement plan.
The learning objectives are: develop strategic relationships with key internal and external stakeholders to create cross-campus alumni engagement opportunities that meet alums' various talents and affinities; strengthen your skills to synthesize, process, and prioritize multiple viewpoints and programmatic needs into a holistic volunteer engagement plan; learn how to create an effective alumni survey process; and create a roadmap to design your own volunteer engagement plan.
Speakers: Mariam Khwajazada, Director of Alumnae and Volunteer Engagement, Mount Saint Mary's University, Los Angeles, Perry Radford, Founder & Principal, Rad Philanthropy
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 5All Levels
Topics: Diversity & Inclusion
9:30 AM - 10:30 AM PT
Mystery Science Theater 3000 Presents “Dashboards (and Reports) for Dummies”
Join your hosts Joel, Tom, and Crow for this week’s episode of Mystery Science Theatre 3000 as they are forced to watch the best and worst dashboards and reports found in the fundraising industry. This no-holds barred experience is not for the faint of heart. Pull up a chair, eat your popcorn, and learn what it takes to create an out of this world dashboard.
Speakers: Mark Longo, Senior Director, Strategic Initiatives and Development Administrative Management, California Institute of Technology, Laurie Ogg, Director of Advancement Services and Stewardship, Sonoma State University, Mark Koenig, Vice President Technology and Chief Innovation Officer, Oregon State University Foundation
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: All Levels
9:30 AM - 10:30 AM PT
Navigating Naming Recognition
Naming recognition requires more than calculating appropriate gift thresholds. Naming recognition is an expression of the university’s values and can become a reputational issue. The panelists will share best practices in the development of naming policies, how to express naming recognition in gift agreements, and protocols to consider should your institution be faced with a demand to remove a name.
Speakers: Lori Redfearn, Associate Vice Chancellor, Systemwide Advancement (ret.), California State University, Jessica Berger, Vice President of University Advancement, California State University, San Marcos
Topics: Diversity & Inclusion
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
Topics: Major gifts
11:00 AM - 12:00 PM PT
Diversify Advancement Talent: Recruit, Support, and Develop.
This moderated conversation will dive into the crucial topic of nurturing diversity within the field of advancement. Attendees will gain insights into effective strategies for recruiting, retaining, including, and promoting talent from diverse backgrounds in advancement roles. We will share our own experience and practical tips to help organizations create inclusive and equitable environments, fostering the growth of talent from diverse backgrounds through early, mid, and senior leadership. Join us and participate in an engaging discussion that promises to drive positive change in your institution advancement staff.
Speakers: Mario Peraza, Associate Vice President for Campaign and Engagement, University of San Francisco, Edgar Gonzalez, Vice President for University Development, Seattle University, Ben Fiore-Walker, Sr. Director of the Opportunity and Inclusion Center, Council for Advancement and Support of Education, Veronica Alexander, Assistant Dean for Development and Alumni Relations, UC Berkeley School of Law
Competencies: LeadershipGlobal and Cultural Competence
Experience Level: All Levels
11:00 AM - 12:00 PM PT
Ethics in Philanthropy
Ethics in philanthropy is of vital interest to all who work with donors, financial advisors, academic colleagues, and volunteers. Gift acceptance policies, state ethics requirements, the IRS, and others help guide our decision-making and help us make decisions. But, there are many, "What if's?" in philanthropy and this session will aid decision-makers in their pursuit to maintain high ethical standards.
Speakers: Kenneth Fincher, Vice President, Advancement & Executive Director, Foundation, Oregon Institute of Technology
Competencies: LeadershipIntegrity and Professionalism
Experience Level: All Levels
11:00 AM - 12:00 PM PT
When Tragedy Strikes: Communicating Through a Crisis on Campus
In the spring of 2023, the peaceful college town of Davis, California was shaken by a series of violent stabbing attacks. Two people died, including a University of California, Davis student, and one was severely injured. The suspect arrested for the attacks was a recently separated UC Davis student.
In this talk I will discuss how UC Davis’ communications team responded to these events. Over more than a week of frenetic activity, our communications involved many levels, from the immediate needs of a shocked and grieving community to dealing with attention from national and international media. The work is still ongoing as the campus recovers and the legal process moves forward.
In this talk I will discuss how UC Davis’ communications team responded to these events. Over more than a week of frenetic activity, our communications involved many levels, from the immediate needs of a shocked and grieving community to dealing with attention from national and international media. The work is still ongoing as the campus recovers and the legal process moves forward.
Speakers: Andy Fell, Communications Specialist, UC Davis
Competencies: Strategic Thinking
Experience Level: All Levels
Topics: Social Media
11:00 AM - 12:00 PM PT
Lessons Learned: Building Capacity, Networks & Anti-Racist Programming
As one of the first institutions to uncover a University’s role in the transatlantic slave trade, Brown University has been at the forefront of addressing systemic oppression. More recently, the Brown Advancement team instituted an Anti-Racism program for the whole division; a first of its kind. This session will utilize the lessons learned from the co-creators of the program as a case study to explore capacity building, holding an anti-racist lens, and activating that lens in daily advancement work to create an inclusive community.
Speakers: Ellen Schatz, Major Gift Officer, Brown University, Feven Teklu, Assistant Dean for Development and Alumni Relations, Seattle University School of Law, Christina Z.W. Chang, Equity Consultant, Christina Chang Equity Consulting
Competencies: LeadershipGlobal and Cultural Competence
Experience Level: All Levels
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
11:00 AM - 12:00 PM PT
Campaign Planning Count Down: Top 10 Tactics to Set Up for Success
Following on their well-received session from the 2023 CASE VIII conference (Old Skool vs. New and Cool: The Changing Look of Campaigns), Tamara and Lisa will lead a countdown of 10 tactics to set up for campaign success. They will highlight important areas of focus in campaign planning, sharing creative examples of successful work, lessons learned, and what to avoid. Set your institution up for campaign success by planning ahead, learning from peers, and making connections, and gathering creative ideas.
Speakers: Lisa Thomas, Sr. Associate Vice President, Advancement Strategy and Campaigns, and Principal, University of Washington, Tamara Michel Josserand, Vice President, Development, University of Washington
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels