All Sessions
CASE-NAIS Independent Schools Conference 2024
CASE-NAIS Independent Schools Conference 2024
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4:15 PM - 5:15 PM CT
Creating a More Inclusive Advancement Organization Through Increased Cultural Competency
In an increasingly diverse and interconnected world, fostering inclusivity is not just a virtue but a strategic imperative for advancement organizations. This presentation will explore the critical role of Cultural Competency in achieving inclusivity and how it significantly enhances how schools approach the work of advancement. Cultural Competency or Cultural Intelligence (CQ) is the ability to understand and adapt to different cultural perspectives, enabling schools to foster inclusivity, connect with a broader audience, and build stronger relationships with their constituencies. In this insightful presentation, you will gain a clear understanding of how Cultural Competency can transform your advancement organization into a more inclusive and effective entity. You'll gain valuable insights into enhancing engagement, ultimately leading to increased support and success for your school. Join us in this transformative journey toward a more culturally intelligent and inclusive future.
Speakers: Ben Fiore-Walker, Sr. Director of the Opportunity and Inclusion Center, Council for Advancement and Support of Education
Competencies: Relationship BuildingGlobal and Cultural Competence
4:15 PM - 5:15 PM CT
Build your Bench: A Comprehensive Annual Giving Approach
Creating a motivated and excited community of donors doesn’t have to be difficult.
Though your constituents contain a wide group of ages, genders, ethnicities, and relationships to your institution, not every initiative needs to appeal to them all. That’s why you need a set of strategies as diverse as your base. Join us and learn how Proctor Academy built their calendar of events and initiatives to appeal to specific donor-groups. With four major events and appeals, both in-person and online, from an Annual Golf Tournament to their 1848 Giving Challenge, Proctor was able to meet and exceed their participation and annual fund goals and you can too.
With a new outlook on fundraising and engagement your school is a mindset shift away from replicating the success seen by Proctor Academy.
Though your constituents contain a wide group of ages, genders, ethnicities, and relationships to your institution, not every initiative needs to appeal to them all. That’s why you need a set of strategies as diverse as your base. Join us and learn how Proctor Academy built their calendar of events and initiatives to appeal to specific donor-groups. With four major events and appeals, both in-person and online, from an Annual Golf Tournament to their 1848 Giving Challenge, Proctor was able to meet and exceed their participation and annual fund goals and you can too.
With a new outlook on fundraising and engagement your school is a mindset shift away from replicating the success seen by Proctor Academy.
Speakers: Keith Barrett, Director of Development, Proctor Academy, Holman Gao, Founder & CEO, Boost My School
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3
4:15 PM - 5:15 PM CT
An Inflationary Tale of an Ambitious Building Project
Have you ever been part of a project or initiative that has changed in scope in the midst of planning due to changing needs of program, evolving economic circumstances, long range ambitions of your institution and/or all of the above? The need for the Marksman Athletic Complex at St. Mark's was born out of a devastating tornado that damaged most of the campus and leveled the school's primary athletic facility months before the pandemic. Replacing and enhancing this core facility represented the largest project in school history. The team at St. Mark's set out to secure required funding for the project in a short time frame, highlight the importance of annual giving, lay the groundwork for a comprehensive campaign and highlight the role of athletics as part of a robust curriculum. Learn and discuss how the execution of a monumental endeavor in the life of one school can apply to any team striving to achieve critical success when the goalpost is moving.
Speakers: Scott Jolly, Assistant Headmaster for External Affairs, St. Mark's School of Texas, Tim Crouch, Director of Development, St. Mark's School of Texas
Competencies: Strategic ThinkingIndustry or Sector Expertise
Topics: Major giftsSpecial Events
4:15 PM - 5:15 PM CT
Engaging Grandparents on Grand Day
Grandparents are a key constituency for independent schools, and yet they are rarely on our campuses. In an effort to engage our grandparents near and far as we emerged from the pandemic, our school revamped our Grand Day programming and the communications sent to grandparents throughout the year. These changes in our grandparent engagement strategy, have led to an increase in grandparent philanthropic giving. Join this session, to learn how to leverage existing programs to engage your grandparent population not just on Grand Day, but throughout the school year!
Speakers: Claire Fallat, Development Engagement and Alumni Manager, University Prep
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Special Events
4:15 PM - 5:15 PM CT
Parent Engagement Feedback
Join CASE experts for a highly interactive and collaborative session to give us your feedback about parent engagement. CASE has successfully launched the Alumni Engagement Metrics Survey, but how might this framework translate to the vital work you do every day with parents? How might benchmarking data in this area improve your practice? Give us all your thoughts! We want to ensure parent engagement professionals have what they need; join us to help us fill in the gaps in our understanding so we might provide you with the resources critical to your work.
Speakers: Jenny Cooke Smith, Senior Director of CASE Insights Solutions, Council for Advancement and Support of Education (CASE), Crickett Kasper, Director, Schools, Council for Advancement and Support of Education, Ann Lefeve Snyder, Senior Director, Communities Engagement, Council for Advancement and Support of Education
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: All Levels
Topics: Parent engagement
4:15 PM - 5:15 PM CT
From Hashtags to High Enrollments: Digital-First School Marketing
In today's digitally driven world, effective school marketing has transcended traditional methods and embraced the power of online platforms. "From Hashtags to High Enrollments: Digital-First School Marketing" is a dynamic session designed to equip educators, administrators, and communications professionals with the strategies and tools needed to harness the potential of digital marketing for boosting enrollment, enhancing brand presence, and meeting advancement goals. This interactive workshop will delve into the intricacies of crafting compelling content, leveraging social media, and optimizing digital channels to drive engagement, increase enrollment, and strengthen community connections. Join us to unlock the potential of digital-first marketing and discover how to transform digital strategies into measurable action items that can boost enrollment and fundraising, elevating your school's visibility and reputation in the digital realm.
Speakers: Thea Dodds, Director of Digital Marketing & Brand Strategy, Holderness School, Greg Kwasnik, Director of Publications & Creative Content, Holderness School
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 3
4:15 PM - 5:15 PM CT
Maintaining Advancement Momentum Through Leadership Transitions
As schools are challenged to maintain fundraising momentum through leadership transitions, hear how The John Cooper School has strengthened partnerships and accelerated its fundraising efforts to meet pressing capital needs and strategic objectives while onboarding a new Board Chair, Head of School and Chief Advancement Officer over the last 18 months.
Speakers: Beth Griffith, Chair, Board of Trustees, The John Cooper School, Stephen Popp, Head of School, The John Cooper School, Christen Wilson, Chief Advancement Officer, The John Cooper School, Dawsey Romero, Director of Advancement, St. John's School
Competencies: Strategic ThinkingLeadership
Topics: Major gifts
4:15 PM - 5:15 PM CT
International Engagement and Philanthropy - From Aspiration to Transformation
In a world transformed by the pandemic, rising global conflict and economic uncertainty why should we commit people and resources to global engagement and fundraising ? This session will examine global trends in philanthropy, where best focus your international engagement and fundraising, and building cross-generational transformative philanthropic relationships. With professional experience across six of seven continents this session will share practice from countries such as The United Kingdom, France, Switzerland, Germany, Spain, South Africa, Saudi Arabia, The United Arab Emirates, Qatar, Bahrain, Oman, Turkey, Cyprus, India, Thailand, Australia, New Zealand, Hong Kong, China, Japan, Taiwan, Malaysia, and Singapore.
Speakers: Oliver Jackson-Hutt, Director of Development, Shrewsbury School, Thomas Moore, Director of Advancement, The Kinkaid School
Competencies: Relationship BuildingGlobal and Cultural Competence
Topics: Major giftsParent engagement
9:00 AM - 10:00 AM CT
Move Up, Sideways, Back Home or Out: Making the Right Career Choices
Lee, Tom, Ninette and Katja have each had exciting and robust careers as they juggled balancing family, careers and community life. These nonprofit veterans will offer career-making – and breaking – observations for both candidates and hiring managers. They will describe how they decided to stay put, and how they knew when to leave some of the nation’s cutting-edge organizations. Each will present an exclusive history of how they navigated their careers, reinvented themselves and kept it healthy, lively and fun.
Speakers: Ninette Enrique, Chief Advancement Officer, The Hotchkiss School, Lee Fertig, Head of School, The Nueva School, Katja Thomakos, Senior Director of Development, Cranbrook Educational Community & Cranbrook Institute of Science, Tom Tseng, Director of International and Principal Gifts, Institutional Advancement, Phillips Exeter Academy, Libby Roberts, Executive Vice President, Lindauer
Competencies: Strategic ThinkingIntegrity and Professionalism
Experience Level: All Levels
9:00 AM - 10:00 AM CT
Reimagining Your Advisory Board: From Honorary Title to Strategic Asset
Is your "Advisory Board" simply an honorary title for board members or trustees who have completed their board service? Or maybe you are considering adding an advisory component to your volunteer structure? Learn how Woodward Academy's Advancement leaders partnered with volunteer leadership to bring their Advisory Board out of retirement to nurture and sustain key relationships, leverage influence and philanthropic support, while also enhancing board development and building a pipeline of future leaders and major donors.
Speakers: Caroline Stancil, Director of Advancement, Woodward Academy, Chris Freer, VP for Advancement, Woodward Academy, Michael Drucker, Governing Board Member, Woodward Academy
Competencies: Relationship BuildingLeadership
Experience Level: All Levels