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CASE District IV Annual Conference
District IV Annual Conference
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2:45 PM - 3:45 PM CT
Leveraging Funding to Meet Student Needs
Advancement and Development services are approaching a new horizon when working with internal employees and external partners. Through discovery work, Dallas College Advancement and Development has created a new model for leveraging funding using network systems to support students and provide partners with a roadmap for success. This session will explore the new model, its benefits, and how it can be used to create a more efficient and effective way to manage sponsored program projects.
Speakers: Adrienne Thompson, Senior Director of Advancement Strategy & Intergration, Dallas College, Tricia Thomas-Anderson, Senior Director, Sponsored Programs, Dallas College
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All LevelsLevel 5
9:00 AM - 10:00 AM CT
Mentorship Matters: How to advance your career through a mentoring relationship
Mentorship Matters: Join a University President and a frontline gift officer for a panel discussion to learn how their 7 year plus mentorship relationship has strengthened and advanced their careers. Learn how you can utilize their example of a strategic mentoring relationship to build your own mentoring network to advance your development career and grow in your professional development as an advancement professional.
Speakers: Christina Smith, Senior Director of Development, The University of Texas At Austin, Kayla Hale, President, University of Science & Arts of Oklahoma, Carrie Phillips, Chief Marketing and Communications Officer, University of Arkansas at Little Rock
Competencies: Integrity and ProfessionalismLeadership
Experience Level: Level 2
3:45 PM - 4:45 PM CT
From Vision to Values: A Practical Workshop for Organizational Transformation
As a leader of an advancement organization, prepare yourself and your team to embark on the impactful journey of crafting new cultural values. Unlike traditional approaches, we'll be diving into a dynamic process that involves each member of your team actively. This isn't just about drafting values on paper; it's about infusing your shared mission into the very essence of your organization.
In this session, you'll be guided through the process of creating values tailored to your unique organizational identity. Imagine the impact of involving your team members in a collaborative dialogue that shapes the culture you aspire to cultivate.
This isn't a one-size-fits-all process – it's an opportunity for you to glean insights and strategies that you can adapt to your specific context. Whether you're leading your organization, a team, or peer to peer, the principles shared will empower you to foster a culture that aligns with your mission and resonates with your team.
Join me for a practical workshop that equips you with the tools to shape a collective vision. This isn't just about values; it's about empowering you to lead intentional cultural change within your organization that is not only well received, but is owned, embraced and lived out each day.
In this session, you'll be guided through the process of creating values tailored to your unique organizational identity. Imagine the impact of involving your team members in a collaborative dialogue that shapes the culture you aspire to cultivate.
This isn't a one-size-fits-all process – it's an opportunity for you to glean insights and strategies that you can adapt to your specific context. Whether you're leading your organization, a team, or peer to peer, the principles shared will empower you to foster a culture that aligns with your mission and resonates with your team.
Join me for a practical workshop that equips you with the tools to shape a collective vision. This isn't just about values; it's about empowering you to lead intentional cultural change within your organization that is not only well received, but is owned, embraced and lived out each day.
Speakers: Courtney Wolfe-MacNelly, Director of Executive Affairs & Chief of Staff, Oklahoma State University
Competencies: Emotional IntelligenceStrategic Thinking
5:00 PM - 6:00 PM CT
Attracting and Retaining Talent: Compensation or Culture?
In this highly competitive talent market, what components of the interview process and resulting offer attract new team members? What keeps high performers with your team? And, what are the distinctive differences in strategy between attracting the best professionals and retaining them? Join this panel of leaders known for building healthy, high-performing teams as they share creative ideas, challenges, and insights in talent acquisition and retention. Come for strategies, ideas, discussion and debate with this panel of CASE IV advancement leaders.
Speakers: Sally Bryant, CEO, BRYANT GROUP, Jay Kahn, Sr. Assistant Vice President for Advancement, University of Oklahoma, Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio, Marie Schultz, Vice President for Development and Alumni Relations, University of Texas at Arlington, Ronica Smucker, Associate Vice President, Individual Giving, Rice University
Competencies: Leadership
11:00 AM - 12:00 PM CT
Alumni Relations to Donor Relations: Moving Alumni from Affinity to Engagement to Investors
Alumni and Donor Relations are rarely sitting at the same table, part of the same reporting lines, and often lack a cohesive approach to constituent engagement. Breaking down the barriers between these two teams is critical to moving alumni through attitudes to affinity to engagement to becoming current and future donors. Alumni and Donor Relations are two sides of the same coin. Join us for a candid conversation on how to bridge the gap between these two worlds through leveraging alumni surveying to meet everyone’s needs with special emphasis on events, communications, and special interest areas of our constituents. We will explore how these two teams can partner on annual engagement and interest surveys, event and experience surveys, to gauging overall satisfaction with your institution. We will dive into event strategy development and partnership, collaborative communication schedules, and ensuring all programs are designed to enhance the overall alumni and donor engagement experience. Designed to be both strategic and tactical in nature, this session delivers the partnership, surveying, and engagement deep dive you’ve been needing for your organization.
Speakers: Chuck Arnold, Executive Director for Alumni Engagement, Texas A&M University, Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels