CASE-NAIS 2022 Sessions
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From the Perspective of the Head of School: Successfully Getting the Board on Board
Undoubtedly, advancement professionals understand implicitly the importance of their partnership with the Head of School/President and the partnership between the Head of School/President and the Board of Trustees as they relate to the philanthropic success of the School. In this session, I will share findings from my recent NAIS study of over 300 Heads that researched motivating factors – including, and most especially, aspects of the Head and Board Chair partnership – that appropriately support, professionally satisfy, and successfully retain Heads, and investigated to what extent, if any, these factors influenced the behaviors and attitudes of heads as they relate to their job satisfaction and, ostensibly, their decision to remain at their school. From the perspective of the Advancement Office, the understanding of and ability to nurture and support those aspects of a healthy partnership between the Head of School/President and the Board will only strengthen the overall fundraising efforts of the School.
Kevin Yaley, Head of School, Francis Parker School
High Functioning Development Committees
Board Development Committees can pave the way for new initiatives, advocate for critical change, and generate well-versed volunteers to help you advance development endeavors. Explore the proactive measures you can take to get the most from the Committee and to forge the strongest partnerships with its members. Please come prepared and willing to share your own experiences.
Shelby LaMar, Chief Advancement Officer, Lancaster Country Day School
Come and Learn Everything
First time to a CASE-NAIS conference? First time in independent school advancement? Great, we've got you covered! We'll share the ins and outs of how to navigate and network at the conference and while we are at it, we'll share the top 10 ways to be awesome in advancement. Through stories, media, small group discussions, and digestible lessons, you'll walk away with action steps and information that you'll be able to use the minute you get back to your desk!
Shara Freeman Hoefel, Assistant Head of School for External Relations, Francis Parker School and Jim Bob Womack, Assistant Head of School for Advancement, Saint Mary’s Hall
Strategic Idea Generation for Alumni Relations: Copy and Share Everything
Engage in small groups with fellow alumni relations professionals to discover fresh ideas and new ways to efficiently and effectively reach your objectives. Topics will be determined based on current trends in alumni relations but could include: event follow up, affinity programming, communications, volunteer management, and more. This is an audience-participation session so prepare to share!
Katie Young, Director of Alumni Relations, Greenhill School
Leading Advancement Efforts in the New Normal
This highly interactive session will empower participants to share what they have recently learned about leading advancement efforts in our schools and communities. Throughout the past two years, we might have struggled a bit in our advancement work as a result of the global pandemic, political antagonism, and social upheaval. However, as learners ourselves, we have inevitably gained insight into how our processes surrounding admissions. communications, marketing, fundraising, alumni outreach, and strategic engagement of different stakeholder groups can be improved in the years to come, now that we’ve directly experienced what works and what doesn’t during times of crisis and uncertainty. Participants in this session will be guided through a learning protocol aimed at surfacing these new learnings, sharing them with others, and advancing our professional practice in general.
Lee Fertig, Head of School, The Nueva School
Welcome and Opening Key Session: Resiliency in the Midst of Uncertainty: Deploying Proven, Powerful Tools to Achieve Professional Success
In today's world, uncertainty is a powerful emotional context that permeates all aspects of our lives. A global pandemic, economic threat, and political strife are layered onto our already hectic, demanding lives. How can we not only cope but thrive personally and professionally?
Can we bring joy into the workplace, energize our teams, and flourish even in this anxious time? All the best research says ‘yes’.
Paul Krismer brings the science of positive psychology to bear. With practical advice coupled with humorous anecdotes, Paul provides an inspiring toolkit for resilience!
Embrace the research results that prove positive emotions come readily when certain skills are learned. See how these skills demonstrably lead directly to greater success. Come away equipped to fuel your personal happiness and create positive contagion amongst the people you influence.
Learn practical ways to amplify the joy in your workplace. Discover insights about how to powerfully engage teams and change organizational culture.
Paul Krismer, Certified Executive Coach and Happiness Expert
Hit the Accelerator on Value-Added Alumni Engagement
Do you feel like you are always moving at breakneck speed with less time to think creatively than you’d like? Have little wiggle room in your budget and even less staff bandwidth, but need to amp up your alumni engagement approach?
Tap into the scalable, best-bang-for-your-buck ideas of four of the most creative CASE NAIS colleagues out there, exchange ideas with your fellow conference attendees and discover how to leverage the soft power of alumni engagement. Take away ideas and resources for measuring the value-add your alumni can bring to your schools. (including how to make the AEM Atlas Survey work for you.)
Stephanie Rever Chu, Director of Alumni Relations, Latin School of Chicago, and Caroline MacDonald, Director of Advancement, American School of Paris
The Time is Now: The Bigger and Bolder Fundraising of Rutgers Prep
While Rutgers Preparatory School is the oldest independent school in New Jersey, they now look at fundraising in a new way. With sights set on a $10m comprehensive campaign (the largest in their long history), Rutgers Prep leadership committed to instilling best fundraising practices, from start to finish. From proactive volunteer leaders to a productive qualification effort, from comprehensive staff training to strategizing bold asks, Rutgers Prep leaders and volunteers will share how they started new processes in a systemic way to ensure the success of their campaign.
Susan Gantz, Director of Advancement, Rutgers Preparatory School; Laura McGarry, Vice President, Graham-Pelton; and Jackie Sullivan, Senior Vice President, Graham-Pelton
Back To Your Roots - Facilitating Meaningful Connections in a Virtual World
In March 2020 when in person events were promptly shut down as a result of COVID 19, many schools and organizations reworked plans for "face to face" engagement. Now, more than a year later we have seen how virtual gatherings have broken down geographic location and financial barriers for meaningful engagement. Let us guide a discussion on how small shops have implemented virtual gatherings that create lasting impressions, evoke excitement, and encourage support of your school.
Debbie Krebs, Events Manager and Tracey Perkins, Gifts Officer, Proctor Academy
Out of the Silo: Successful Partnership Between Communications and Advancement
Collaboration between development and communications teams ensures that fundraising and stewardship objectives are met in creative, well-planned, and results-oriented ways. Whether it is for your annual fund, a special campaign, or a special event, plans that strategically incorporate fundraising and communications objectives and tactics reach broader audiences and yield positive results. Using case studies, development professionals will see how communications planning (research, planning execution, and assessment) and an infusion of creative tactics enhance fundraising campaigns. Conversely, communications professionals will see how a clear understanding of fundraising objectives can help guide planning and inspire innovative outreach vehicles.
Cami Colarossi, Director of Communications and Kristen Kinkopf, Executive Director of Institutional Advancement, Notre Dame Preparatory School