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CASE District IV Annual Conference
District IV Annual Conference
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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
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
10:30 AM - 11:30 AM CT
Maximizing Fundraising Success: Bridging Gaps Between Fundraisers and Researchers
The expectations from a gift officer to their research colleague can often be summed up by the famous words of Jerry McGuire, "SHOW ME THE MONEY!!!!!!". While this may be true for some, we believe there is a better way, one of collaboration and communication. Please join us for a practical workshop where gift officers, researchers, and managers will walk away with some best practices on how to effectively collaborate and maximize fundraising success.
Speakers: Todd Jensen, Associate Vice President for University Advancement, Texas State University, Sidni Martinez, Assistant Director, Prospect Development, Texas State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Topics: Major gifts
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
3:45 PM - 4:45 PM CT
Impactful Data - Creating Actionable and Inspirational Dashboards
Dashboard reports and self-service tools can be very beneficial for advancement shops. They save time by giving end-users access to the metrics they need, help keep departments on track, discover insights to help diversify programming, and give fundraisers valuable feedback on activities. But tables with numbers do not an effective dashboard make. In this session we will discuss what makes an impactful, equitable, and inspirational dashboard report, hear from the VP of Advancement at Texas State University on what make a good dashboard for leadership, discuss tips on how to avoid analytical bias, and identify ways you can diversify and spruce up your reporting.
Speakers: Maria Wasley-Valdez, Assoc. Director, Advancement Data Analytics, Texas State University, Brooks Hull, Vice President for University Advancement, Texas State University
Competencies: Business and Financial AcumenStrategic Thinking
5:00 PM - 6:00 PM CT
Unlocking Legacy Potential: A Case Study on Planned Giving Strategies
Discover the Power of Planned Giving: Join us as we delve into a College Foundation's journey towards establishing a robust legacy program. Learn firsthand how strategic investments paved the way to identify and engage planned giving prospects, securing invaluable future gift intentions.
Explore the Path to Lasting Impact: Uncover the transformative potential of planned gifts in ensuring the enduring success and sustainability of your institution. Gain insights into effective strategies for cultivating meaningful donor relationships and fostering a legacy of support.
Join us as we navigate the roadmap to securing your institution's future through intentional planned giving initiatives
Speakers: Jeff Grandy, Vice President, Client Development, Catapult Fundraising Inc., John Sanchez, Executive Director for University Advancement, Texas A&M University-San Antonio
Competencies: Strategic ThinkingIndustry or Sector Expertise
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