![CASE District VII & VIII Annual Conference 2024 HEADER](/sites/default/files/styles/header_tall/public/media/image/D_24DIST7_AND_8_1920x490_Web%20HDR.jpg?h=618034fb&itok=nVfXhavG)
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CASE District VII & VIII Conference
CASE District VII & VIII Annual Conference 2024
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11:00 AM - 12:00 PM PT
Building a Case for Engagement - What's Your Shift?
In September 2022, the University of British Columbia launched its latest campaign, FORWARD, the campaign for UBC, with the goal of raising $3billion and doubling alumni engagement. This marked the second campaign for UBC with an alumni engagement goal attached. To help develop the engagement goals, we worked with a series of stakeholders to create a Case for Engagement to mirror our Development team's Case for Support. This Case for Engagement provided the basis for not only UBC’s Campaign framework, but also for our new strategic plan. To get there, we had to figure out where we were, where we wanted to go as an organization, and why. In this session, we will share how we came up with our Case for Engagement as well as walk you through our “shift exercise” process to help identify where your organization is today and the shift you might want to make to achieve your goals.
Speakers: Dianna DeBlaere, Senior Director, Alumni Engagement and Operations, alumni UBC, The University of British Columbia, Steve Kennedy, Senior Director, Marketing and Communications, alumni UBC, The University of British Columbia, Michael Selby, Manager, Alumni Operations and Data, alumni UBC, The University of British Columbia
Competencies: Industry or Sector ExpertiseStrategic Thinking
11:00 AM - 12:00 PM PT
Making the Ask...Inclusively-- All of the Steps that You Need
What does it mean to lead a philanthropy program that aligns with your school's values? Can philanthropy be inclusive and transformative at the same time?
Philanthropy is a powerful display of community engagement and when fundraisers lead with the school's values, the act of giving can foster a sense of joy and belonging for all members of the community. This session will inspire senior fundraising professionals, heads of school, and trustees to work in partnership to make all donors feel seen and valued. Attendees will walk away with tools for making the ask inclusively - honoring the donor and the needs of the school.
Philanthropy is a powerful display of community engagement and when fundraisers lead with the school's values, the act of giving can foster a sense of joy and belonging for all members of the community. This session will inspire senior fundraising professionals, heads of school, and trustees to work in partnership to make all donors feel seen and valued. Attendees will walk away with tools for making the ask inclusively - honoring the donor and the needs of the school.
Speakers: Lauren Thornhill, Executive Director of Institutional Advancement, The Hamlin School, Tesha McCord Poe, CEO and Founder, Joy-Raising LLC
Competencies: Relationship BuildingGlobal and Cultural Competence
12:00 PM - 2:00 PM PT
Luncheon Plenary: CASE’s 50th Anniversary and the Future of Advancement
2024 marks the 50th Anniversary of CASE as an association, which came about from the joining of the American Alumni Council and the American College Public Relations Association. CASE now is the global professional association for those who work in those disciplines and also in fundraising and advancement services – and many other specialties. To mark this anniversary, CASE President and CEO Sue Cunningham will engage a panel of District VII and VIII volunteers about the future of advancement. At the end of the year, this conversation will inform a collection of insights about our profession and all its disciplines – the ones we know now, and the ones that might emerge!
Speakers: Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Monika Moore, Director of Donor Relations and Stewardship, Scripps College, Ellen Whitlock Baker, Assistant Vice President for Alumni Engagement, Seattle University, Sofia Janmohamed, Executive Director, Development, Simon Fraser University, Jason Thomas, Director, Talent Management, Oregon State University Foundation
2:30 PM - 3:30 PM PT
Doing More With Less: How Can Your Small Alumni Team Accomplish its Lofty Goals?
How can a small team of three accomplish the work of ten while delivering a caliber of work that is unique, rewarding, and engaging for their alumni? It's no small feat; you might ask yourself, "How do we meet our alumni's expectations? How do we execute initiatives with limited financial and human resources? How do we stay current and innovate?"
The answer lies in your very own campus partners.
TRU Alumni rebranded and relaunched itself in 2021 with the aim of providing our alumni with meaningful experiences and encouraging our campus partners to buy in.
So, how did we do it? Our alumni team of three went not only went fully digital, we expanded into 'new media'! With a digital strategy in hand we implemented a phased approach toward meaningful integration back to in-person pieces, we were nimble enough to capitalize on opportunities presented to us. This allowed our digital side to grow without being too burdensome on our limited human resources and budget.
Today, we want to share how you can learn from our strategies, challenges, and successes to improve your department.
Speakers: Dustin McIntyre, Alumni Manager, Thompson Rivers University Foundation
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Special Events
2:30 PM - 3:30 PM PT
Sustaining Community: Strategies for Developing Social Justice Alumni Engagement Opportunities in an Era of Backlash
In light of the Supreme Court's recent decision regarding the consideration of race in university admission processes, and the continued attacks on civil rights across the country, it is imperative that we continue to identify strategies for engaging diverse alumni communities through a social justice lens. We have also learned a great deal through the COVID-19 pandemic about how to serve and connect with alumni through virtual tools. This session will provide insight into how the UCLA Alumni Diversity Programs and Initiatives team has identified and employed new approaches, strategies and tools for engaging in life-long learning and relationship building with the diverse alumni communities that we serve. We will discuss how we define and operationalize a social justice lens that is nimble and capable of evolving in relation to the dynamic needs and interests of our alumni. We will also discuss the framework we utilize for fostering sustainable alumni engagement for identity-based alumni networks. We will then describe some of the key programming efforts and digital content that we have developed both virtually and in a hybrid format to connect with our alumni, and discuss both our successes and the challenges that we encountered. We will close with a list of our best practices for how any alumni leader, committed to both alumni engagement and social change, can assess their current offerings and begin to explore new possibilities for better serving and uplifting diverse alumni voices.
Speakers: Denise Pacheco, Senior Director, Alumni Diversity Programs & Initiatives, University of California, Los Angeles, Cory Rosas, Associate Director, Diversity Programs & Initiative, UCLA Alumni
Competencies: Global and Cultural CompetenceStrategic Thinking
Experience Level: All Levels
2:30 PM - 3:30 PM PT
Leveraging athletic communities to boost alumni engagement
College athletics inherently creates built-in affinity groups within a university and the surrounding community. Learn how to tap into these groups by capitalizing on the nostalgia of historic moments, teams and players to plan an inspiring event and reconnect the community, alums and business partners back to the university. Hear from the Arizona State University Alumni Association team on how they have developed and built events such as their annual Legends Luncheon celebrating Sun Devil Football and this year’s Affinity Reunion celebrating 50 years of Women's Volleyball.
Speakers: Morgan Harrison, Vice President, ASU Alumni Association, Jory Butters, Director of Events and Programs, ASU Alumni Association, Ellyse Crow, Director of Affinity Programs, ASU Alumni Association
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All Levels
Topics: Special Events
2:30 PM - 3:30 PM PT
Grit & Grace: What Disney Friends Teach Us About Navigating Workplace Challenges
The co-presenters will share their professional, real-world experiences with the challenges of workplace change while drawing upon academic research and advice from Disney's live-action and animated canons. Participants will learn skills and tactics to positively approach change and workplace challenges with grace and grit. Have you ever wanted to receive personalized advice from Walt Disney, Mary Poppins, Jiminy Cricket, or your own fairy godmother? Now is your chance!
Speakers: Tim Wilson, Prospect Management & Research Coordinator, Weber State University, Kyle Braithwaite, Senior Development Director, Weber State University
Competencies: Integrity and ProfessionalismEmotional Intelligence
Experience Level: All Levels
2:30 PM - 3:30 PM PT
BRAND: A Magical Kingdom For Post-Secondary Institutions
An insightful speaking session where we will delve into the area of brand and the role it plays within post-secondary institutions. In today's competitive educational landscape, a strong and consistent brand is essential for universities to differentiate themselves, attract students, engage stakeholders, and foster a sense of identity and community. This session will explore the various aspects of brand and visual identity, including methods of implementing effective branding strategies within university departments and faculties, developing a singular cohesive identity, and building brand champions both external and internal. Examples from the University of Calgary (UCalgary) will be shared, including the launch of our current brand campaign called “Start something”.(CASE 2023 Circle of Excellence Grand Gold Winner).
Speakers: Tommy Nguyen, Senior Director, Brand Experience, University of Calgary, Stephane Massinon, Senior Director, External Relations, University of Calgary
Competencies: Strategic ThinkingIndustry or Sector Expertise
Topics: Branding
2:30 PM - 3:30 PM PT
The Impact of AI: Enhancing Productivity and Efficiency in Advancement
Artificial intelligence (AI) has become a standard strategic tool for many industries. For most advancement programs, it presents an untapped opportunity to prioritize predictable and sustainable gift revenue, grow recurring giving, maximize ROI on fundraising costs, and catalyze other important strategic decisions. This session will provide context on AI in the broader environment, with special emphasis on AI in advancement and the opportunities that exist today, supported by real-world examples.
Speakers: Mark Koenig, Vice President Technology and Chief Innovation Officer, Oregon State University Foundation, Scott Emery, Senior Director, Automation and Change Management, OSU Foundation
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 6All Levels
2:30 PM - 3:30 PM PT
Personal Solicitation and Face to Face Fundraising Workshop
The act of visiting donors and prospects face to face has never been more important. This interactive session will frame why face to face work still matters for all development professionals and will provide tip and ideas for those at all levels of experience.
Speakers: Ray Watts, Associate Vice President, Development, Claremont McKenna College
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All Levels