All Sessions
CASE-NAIS Independent Schools Conference 2025
Filter By:
Session Type
Topic
Sector
Experience Level
Disciplines
Competencies
72 Results Found
4:15 PM - 5:15 PM EST
Managing Volunteers: Know When to Hold ‘Em and Fold ‘Em
Volunteers are a driving force behind our schools’ success and a cornerstone of our communities. We aim to channel their enthusiasm, working together to create rewarding experiences that elevate both our programs and their engagement. In this session, you’ll discover tips for recruiting, retaining, rewarding and – when necessary – compassionately parting ways with a volunteer.
Don't miss this opportunity to discover how to effectively manage alumni volunteers, boosting your daily operations, advancing your institution’s mission, and surpassing your engagement goals.
Don't miss this opportunity to discover how to effectively manage alumni volunteers, boosting your daily operations, advancing your institution’s mission, and surpassing your engagement goals.
Speakers: Alicia Pernaw, Associate Director of Alumni Relations, Phillips Exeter Academy, Katie Young, Director of Alumni Relations, Greenhill School
Competencies: Integrity and ProfessionalismRelationship Building
Experience Level: Level 1All Levels
4:15 PM - 5:15 PM EST
Aligning Innovation + Strategy Data = Donor Development
In today's rapidly evolving educational landscape, aligning data-driven insights with innovative strategies is essential for fostering a culture of continuous improvement and securing necessary support for strategic initiatives. This session will provide a comprehensive framework to effectively integrate data and innovation strategies, engaging stakeholders and sharing your strategic success with donors. Participants will gain practical insights and actionable tools to drive innovation and development in their institutions.
Speakers: Mike Cobb, Senior Innovation and Organizational Excellence Strategist, Mission and Data, Gardner Barrier, Nathan Battle
Competencies: Relationship BuildingStrategic Thinking
4:15 PM - 5:15 PM EST
Nanocampaigns and Special Gift Projects
A special gift project (or nano-campaign) is any advancement endeavor that doesn’t rise to the occasion of a full comprehensive campaign (with the signature elements of a campaign cabinet, a feasibility study, five-year timetable, and multiple funding targets). A special gift project can be built around either one particular audience or one particular funding objective. While not the significant undertaking so many schools pursue in the form of a comprehensive capital campaign, a special gift project can be a very effective means of capturing a strategic priority for a school in expedited fashion. While special gift projects can be swift and relatively simple, they still require the same foundational elements of a fully-articulated campaign, including a strong case, a sound plan, volunteer leadership, and a viable prospect pool. This session is designed as a road map for measuring the viability of a project and then organizing and executing it.
Speakers: Shelby LaMar, Chief Advancement Officer, Lancaster Country Day School
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 4All Levels
4:15 PM - 5:15 PM EST
Burning Down the House with the Talking Heads: Leading Your School's Next Campaign
In this panel discussion, a few talking heads (of school) will burn down misperceptions in campaign planning and share how each prepared their school, their Board, their advancement team, and themselves for a successful, efficient, and goal-achieving campaign. The panelists will share the keys to their successes; the challenges they encountered and overcame; and the surprises along the way. What have they learned that they wish they knew before? How much time have they devoted to campaign work? What are their regrets, if any? What are their words of advice? Topics addressed will include distilling campaign priorities from strategic and master plans; ensuring collaboration among Board committees; resourcing and partnering with the advancement office; working with campaign volunteers; and more. Come prepared with your own questions to ask!
Speakers: Elizabeth Farr, Principal and Independent Schools Practice Leader, Huron | GG+A Global Philanthropy, Lindsey Field, Director, Huron | GG+A Global Philanthropy, J.P. Culley, Head of School, Holland Hall, Mariandl Hufford, President and Head of School, Miami Country Day School, Meshea Matthews, Head of School, St. John's Episcopal School, John McVeigh, Head of School, Holderness School, Cecil Stodghill, Head of School, The Altamont School
Competencies: Industry or Sector ExpertiseLeadership
Experience Level: Level 5All Levels
4:15 PM - 5:15 PM EST
Annual Giving: The Cornerstone of Advancement
Led by two seasoned philanthropic leaders, this session will focus on ways to habituate the school community to supporting annual giving, which is seen as the key to successful capital, endowment and targeted programmatic campaigns. They will explore ways to make annual solicitations stand out and not be humdrum, busting myths about annual giving along the way. Particular focus will examine the role of the Head in annual fundraising and discuss how to involve volunteers. The presenters expect give-and-take and encourage audience participation because we know that all of us are smarter than any of us.
Speakers: James Pattison, RG175 - Advancement Recruiter/Consultant, Resource Group 175, Tom Hudnut, Former Head of School and CEO, Harvard-Westlake School
Competencies: Relationship BuildingIndustry or Sector Expertise
9:15 AM - 10:15 AM EST
Data! Data! Data! - Advancement Data Mining and Campaign Success
This session highlights the importance of data collection from the collaboration between all three aspects of the Advancement umbrella - Marketing, Admissions and Development that’s honed around a school's mission, strategy, and message.
Begin the work of discovering potential donors, enhancing relationships with donors, and qualifying their interests, values, and financial resources from the Admissions/Enrollment process. Find out about your potential donors, their behavior and truly determine what you can do to achieve your goals. Learn how best to communicate with your donors through your marketing and communications analytics.
Let the humble data work for you by identifying giving potential within your school community but also engage with prospects and donors in appropriate and highly personal ways.
Set the stage for inspirational giving by being able to better evaluate the role of prospect research within your development program leading to campaign success.
Begin the work of discovering potential donors, enhancing relationships with donors, and qualifying their interests, values, and financial resources from the Admissions/Enrollment process. Find out about your potential donors, their behavior and truly determine what you can do to achieve your goals. Learn how best to communicate with your donors through your marketing and communications analytics.
Let the humble data work for you by identifying giving potential within your school community but also engage with prospects and donors in appropriate and highly personal ways.
Set the stage for inspirational giving by being able to better evaluate the role of prospect research within your development program leading to campaign success.
Speakers: Isabel Sankaran-Wee, Deputy Head of School for Advancement and Strategy, Stratford Hall, Aldrich Tan, Assistant Director, Advancement Services and Data Management, Stratford Hall
Competencies: Business and Financial AcumenRelationship Building
Experience Level: All LevelsAll Levels
9:15 AM - 10:15 AM EST
Participation vs. Dollars: Are Both Achievable?
How do you balance participation and dollar goals? Is one more important than another? Participation doesn't pay the bills, yet most boards and volunteers consider it to be a measure of a school's success in fundraising, assuming you meet the dollar goal(s) as well. Our session will walk you through how we, at St. Albans School, strive to do both in a way that encourages engagement, loyalty, and fundraising success through our work in alumni relations, major gifts, and annual giving.
Speakers: Melanie Hoffmann, Executive Director of Development & Alumni Relations, St. Albans School, Ted Pelonis, Director of Major Gifts, St. Albans School
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
9:15 AM - 10:15 AM EST
Crisis Control: Managing School Crisis in the Digital Age
In times of crisis, school communities—including parents, alumni, and faculty—demand transparency and accountability from their leaders. With stakeholders posting on social media in near real-time, the challenge of managing complex situations becomes even more daunting.
This interactive session is designed for everyone from marketing and communications to heads of schools, trustees, and other key decision-makers. Join us as we share tips and work through real (anonymized) case studies in small groups, with presenters adjusting topics to reflect current trends and crises. Through these case studies, participants will develop crucial skills and recognize the importance of advance preparation and having a comprehensive crisis plan in place.
This interactive session is designed for everyone from marketing and communications to heads of schools, trustees, and other key decision-makers. Join us as we share tips and work through real (anonymized) case studies in small groups, with presenters adjusting topics to reflect current trends and crises. Through these case studies, participants will develop crucial skills and recognize the importance of advance preparation and having a comprehensive crisis plan in place.
Speakers: Stacy Jagodowski, Director of Strategic Marketing & Communications, Tabor Academy, Jim Hulbert, Co-Founder and CEO, The Jane Group
Competencies: Industry or Sector ExpertiseLeadership
Experience Level: All Levels
9:15 AM - 10:15 AM EST
How to use AI to improve your marketing strategy
In this session you will learn the steps you need to take in order to effectively use AI and create your marketing strategy.
Speakers: Gustavo Segui, Director of Marketing, Advancement & Admissions, International School of Curitiba
Competencies: Industry or Sector ExpertiseStrategic Thinking
9:15 AM - 10:15 AM EST
Energizing Your Alumni Board
The strength and vitality of an alumni board play a crucial role in the overall success of an alumni association. To maximize the impact of the alumni board, it is essential to implement strategies that energize and engage its members, fostering a dynamic and collaborative environment. For the past three years, The Archer School for Girls has put a comprehensive plan into place to invigorate the alumni board. They are now a working board, responsible for alumni engagement and fundraising. And, the proof is in the numbers. Alumni giving increased on average 181% over the past three years, the LinkedIn Alumni group increased by 67% over two years, and we've grown from 3 events a year to 8, with event attendance up by 32% this past year alone. Additionally, our energized board has drawn new members, whose engagement and involvement was traditionally low. They are excited by the changes that have been made, and want to be a part of its future. Join us to learn how you can make this happen at your school, too.
Speakers: Katelyn Downing, Associate Manager of Advancement, The Archer School For Girls, Sarah Rooney, Director of Advancement, The Archer School for Girls
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All LevelsAll Levels