
All Sessions
CASE District IV Annual Conference
District IV Annual Conference
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11 Results Found
2:45 PM - 3:45 PM CT
The Enrollment Cliff: How We Start Preparing
We’ve heard about the enrollment cliff and its likely impact on higher education. For her dissertation, Dr. Carrie Phillips researched how marketing strategies might help mitigate this cliff. This session shares findings from visiting with chief marketing officers about how they’re preparing. The session will begin with a high-level overview of the enrollment cliff followed by a deep dive into how marketing strategies might lessen the impact. You’ll hear about the challenges participants face, strategies they’re exploring and best practices to consider. As you’re looking to navigate change at your institution, this session is a great place to start.
Speakers: Carrie Phillips, Chief Marketing and Communications Officer, University of Arkansas at Little Rock
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
4:00 PM - 5:00 PM CT
Affordability in Action: How an Advertising Campaign Helped Unify Audiences
In this session, Carrie and Muriel will discuss the driving force behind UA Little
Rock's Affordability Campaign, illuminating its critical objectives and sharing
essential lessons learned. Discover how the campaign seamlessly melded alumni
and student messaging, forging a powerful alliance in the fight for affordable
higher education. This presentation promises to inspire and educate, offering
strategic insights for an unforgettable messaging & perception campaign that
leaves a lasting impact.
Rock's Affordability Campaign, illuminating its critical objectives and sharing
essential lessons learned. Discover how the campaign seamlessly melded alumni
and student messaging, forging a powerful alliance in the fight for affordable
higher education. This presentation promises to inspire and educate, offering
strategic insights for an unforgettable messaging & perception campaign that
leaves a lasting impact.
Speakers: Carrie Phillips, Chief Marketing and Communications Officer, University of Arkansas at Little Rock, Muriel Schrepfer, Graphic Designer, University of Arkansas at Little Rock
Competencies: Strategic ThinkingIndustry or Sector Expertise
9:00 AM - 10:00 AM CT
Alumni Engagement Metrics Findings from CASE & Survey Best Practices
In this session, we will discuss the importance of CASE Insights on Alumni Engagement survey as well as techniques and best practices in gathering key data points in the four modes of Philanthropic, Volunteer, Experiential, and Communications engagement. Whether a small shop or large decentralized institution, we will explore how to successfully execute and utilize this key strategic initiative. Co-presenters Jenny Cooke-Smith and Chuck Arnold will present the latest findings from recent Alumni Engagement surveying activity as well as a deep dive into how to successfully (and efficiently!) complete the Alumni Engagement survey for your institution. Learn how measuring engagement really does drive your organizational outcomes and how your institution can take part in this important benchmarking project.
Speakers: Jenny Cooke Smith, Senior Director of CASE Insights Solutions, Council for Advancement and Support of Education (CASE), Chuck Arnold, Executive Director for Alumni Engagement, Texas A&M University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Alumni Engagement
2:15 PM - 3:15 PM CT
Innovate, Celebrate, Elevate: An Alumni Award Program Evolution
We will delve into our journey of moving away from a conventional, formal award dinner to a dynamic alumni recognition program. This strategic shift not only boosted event attendance but also created a pathway (and opened up the resources) to develop captivating awardee videos that continue to engage our alumni long after the award presentation.
Speakers: Ryan Finnelly, Sr. Director for Alumni Relations, Trinity University, Zach Wells, Owner & CEO, Film Real Productions, Ryan Thomas, Director of Reunions, Alumni Recognition & Special Projects, Trinity University
Competencies: Industry or Sector ExpertiseStrategic Thinking
2:15 PM - 3:15 PM CT
Soaring to Success: A Giving Day Saga
Launching a Giving Day is no small feat. Contrary to what the name implies this type of high energy campaign encompasses much more than a single day of philanthropy. This session will outline everything from recommended timelines and strategic messaging to key successes and areas of improvement from UNT's very first on campus day of giving. Join us as we walk through the key components of starting a giving day from initial idea to fruition.
Speakers: Nicole Sprowl, Senior Director, Annual Giving, University of North Texas, DaQuan Allen, Assistant Director of Digital Philanthropy, University of North Texas, Christopher Vicks, Assistant Director of Annual Giving, University of North Texas
Competencies: Strategic ThinkingRelationship Building
Experience Level: All LevelsLevel 2
Topics: Alumni EngagementAnnual Giving
3:45 PM - 4:45 PM CT
Did Someone Say Rebrand?
In the Spring of 2023, the UTSA Alumni Association had an identity crisis. It was striving to engage Roadrunner Alumni, but its brand was bland. From inconsistent design application to fickle messaging, they lacked a true marketing strategy. It was time for a REBRAND.
In working with partner and brand agency, Parallel, find out how the UTSA Alumni Association made its brand come alive, implemented it throughout its programming, and garnered alumni buy-in while capturing the unique spirit of UTSA. Plus, get the inside scoop the process start to finish, the things that worked, those that didn't, and what you should consider before taking the "rebrand" plunge.
In working with partner and brand agency, Parallel, find out how the UTSA Alumni Association made its brand come alive, implemented it throughout its programming, and garnered alumni buy-in while capturing the unique spirit of UTSA. Plus, get the inside scoop the process start to finish, the things that worked, those that didn't, and what you should consider before taking the "rebrand" plunge.
Speakers: Russell Wagner, Assistant Vice President of Alumni Engagement, The University of Texas at San Antonio, Ali Palmerson, Principal and Co-Owner, Parallel, A Brand Agency
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All Levels
9:45 AM - 10:45 AM CT
Building your Brand: 10 branding tips to help your brand cut through the clutter
In this dynamic conference presentation, we'll dive into the art and science of branding from both a marketing collateral and personal perspective. As higher education institutions, the data says that branding will help us stand out in a crowded marketplace. We’ll kick off the conversation with practical strategies and creative approaches to create memorable, authentic, and effective marketing collateral that resonates with your target audience.
But branding isn’t limited to our institutions; it extends to you as an individual. During the second half of our discussion, we’ll discuss building a personal brand that leaves a lasting impact. Drawing from real-life success stories, we'll explore how to cultivate your personal brand and how that can help you connect with donors, students, and industry peers. Then, we'll shift our focus inward to understand how your personal brand can empower and motivate your internal team.
But branding isn’t limited to our institutions; it extends to you as an individual. During the second half of our discussion, we’ll discuss building a personal brand that leaves a lasting impact. Drawing from real-life success stories, we'll explore how to cultivate your personal brand and how that can help you connect with donors, students, and industry peers. Then, we'll shift our focus inward to understand how your personal brand can empower and motivate your internal team.
Speakers: Carrie Phillips, Chief Marketing and Communications Officer, University of Arkansas at Little Rock, Trey Laverty, Director of Sales Development, Slate Group
Competencies: Strategic ThinkingIndustry or Sector Expertise
9:45 AM - 10:45 AM CT
It's Not Just a Good Idea, It's the Law: Basic Legal Principles for Advancement
Legal concerns in advancement aren't just for planned giving anymore. Whatever you do in advancement – fundraising, alumni relations, communications, or advancement services – knowing how the law affects your work could make the difference between celebrating success and a costly lawsuit. Learn from a "recovering attorney" and advancement veteran about key principles and situations to consider, whether you're planning an event, managing a fundraising campaign, writing a press release, maintaining a database, or organizing a reunion. You'll hear about plenty of real-world examples, so bring your hardest questions and toughest challenges to this lively, engaging, and interactive session – no retainer required!
Speakers: Jeff Spoeri, Associate Vice President for University Advancement, Lamar University
Experience Level: Level 2All Levels
9:45 AM - 10:45 AM CT
Generative AI: What it means for fundraising... and for me?
ChatGPT is the fastest-growing app in history. For many users, this is their first experience with generative AI — technology that is designed to create content. And it’s their first time encountering how AI will transform how we live, work, and fundraise.
In this interactive workshop, we'll talk about the rise of AI, help everyone understand generative AI and large language models, and talk about data protection and privacy. We'll then spend time in an interactive prompt engineering workshop, showing how generative AI can increase efficiency, generate ideas, and become a part of your daily work.
Speakers: Mike Nagel, Senior Director of Account & Product Marketing, EverTrue, Stephen Sullivan, Director of Leadership Annual Giving, Baylor University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
11:00 AM - 12:00 PM CT
How to go from Stuck to Solicitation (and have fun doing it!)
Do you ever feel stuck with certain prospects or donors and are unsure of how to move conversations forward that may have stalled out (or never happened in the first place)? In this session, two frontline fundraisers will share their strategic process from moving prospects from stuck to solicitation and how they have partnered together to create a model of engagement that utilizes both of their skill sets and unique roles within donor and prospect relationships to expertly drive forward solicitation conversations and proposals. Join this session to hear practical examples and case studies from this dynamic duo about collaboration and what to do (and not to do!) to generate activity and increase solicitations within your portfolios.
Speakers: Christina Smith, Senior Director of Development, The University of Texas At Austin, Tamra Johnson, Director of Major Gifts, The University of Texas at Austin
Competencies: Relationship BuildingStrategic Thinking
Topics: Alumni EngagementMajor gifts