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CASE District IV Annual Conference
District IV Annual Conference
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7 Results Found
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Sunday, April 14, 2024
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
Topics: Community CollegesPersonal/Professional DevelopmentTalent Management
Communications and Marketing
Advancement Services
Monday, April 15, 2024
9:00 AM - 10:00 AM CT

Building Your Pipeline: Starting an In-House Digital Experience Officer Program

We all know that a robust donor pipeline is key to a sustainable, growth-oriented development operation. but how do we combine the relationship-building power of major gifts with the scalability of annual giving activities? The answer: Digital Experience Officers (DXOs)! In this session, you will hear how the OK State Foundation Annual Giving Team built a DXO program to engage and upgrade donors in the middle of the pyramid to identify and hand off the next generation of major gift prospects. Your presenters will share their experience building a program from the ground up, how they collaborated with peers to form a program that was right for their institution, and how the program has grown and changed in its initial two years.
Speakers: Adrian Matthys, Assistant Vice President, Annual Giving, Foundation, Oklahoma State University, Pam Higgins, Director of Annual Giving, Oklahoma State University Foundation
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Annual GivingCampaign StrategiesDiversity & InclusionMajor giftsPersonal/Professional DevelopmentSocial MediaTalent Management
Advancement Services
Fundraising
Monday, April 15, 2024
10:30 AM - 11:30 AM CT

Positioning a Strategic Initiatives Role for Success

You’ve heard about A.I., but have you heard about S.I.? Strategic Initiatives (S.I.) is an emerging niche in higher education advancement that is changing the field. The term "strategic initiatives" is not new, of course, but as one advancement leader recently said, "Everyone wants S.I., very few have it, and even fewer are doing it well." Participants in this round table session will: (1) learn about S.I. in higher education fundraising, (2) identify different S.I. models, and (3) discuss the opportunities and barriers of integrating one or more S.I. roles, transformational support for large-scale institutional priorities, and interdisciplinary research initiatives at their institution.
Speakers: Jeff Strietzel, Assistant Vice President of Provost Initiaties, Baylor University
Competencies: LeadershipStrategic Thinking
Experience Level: Level 5Level 6
Topics: Campaign StrategiesMajor giftsTalent Management
Advancement Services
Fundraising
Monday, April 15, 2024
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.
Speakers: Courtney Wolfe-MacNelly, Director of Executive Affairs & Chief of Staff, Oklahoma State University
Competencies: Emotional IntelligenceStrategic Thinking
Experience Level: Level 5Level 6
Topics: Personal/Professional DevelopmentTalent Management
Communications and Marketing
Advancement Services
Monday, April 15, 2024
5:00 PM - 6:00 PM CT

A Model for Operational Excellence in Times of Growth and Change

Fundraising organizations play a critical role in our culture and the communities they serve, but they must be well-run and efficient to achieve their goals. If we're being honest, though, our organizations are often resource-poor, inefficient, and even behind the times. Building an effective organization through growth and change can be especially difficult.

In this session, Jake Logan, VP for Advancement at UTEP, and Chelsea Lamego, FundMiner CEO and previous AVP for Advancement Operations at UTEP, will discuss the innovative and analytical approach to organizational change that helped them garner the support of stakeholders across their organizations and exceed expectations along the way.

Jake & Chelsea will share real-life experiences you can apply to fundraising operations in any nonprofit organization on its path to success. They will discuss actionable methods to help you be more strategic, allocate your resources more effectively, and ultimately significantly impact the people you serve.
Speakers: Chelsea Lamego, CEO, FundMiner, Jake Logan, Mr., University of Texas at El Paso
Competencies: LeadershipRelationship Building
Experience Level: All Levels
Topics: Donor Relations & StewardshipPersonal/Professional DevelopmentTalent Management
Fundraising
Advancement Services
Monday, April 15, 2024
5:00 PM - 6:00 PM CT

Partnership perfection - donor relations and frontline fundraising

Donor relations pros and front line fundraisers rejoice. Let's work together to make fundraising magic. This session will provide a partnership roadmap for your fundraising shop. We'll fill your magic toolbox with proactive strategies, processes, and tips to dazzle even your biggest critics. You'll raise more money, make a bigger impact, and enjoy some belly laughs along the way.
Speakers: Lynne Wester, Founder, Donor Relations Guru
Competencies: Industry or Sector ExpertiseRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDiversity & InclusionDonor Relations & StewardshipIndependent SchoolsMajor gifts
Fundraising
Advancement Services
Tuesday, April 16, 2024
11:00 AM - 12:00 PM CT

Why Data is the 4-Letter Word Savvy Fundraisers Swear By

To fully flex your fundraising muscle you need buy-in from both the annual giving and advancement services sides of the house. How do you achieve the alignment necessary to drive meaningful results? The devil is in the data. GiveCampus analyzed aggregate data from 4,532 campaigns and 4,973 giving forms to identify what’s moving the proverbial needle in fundraising and what’s not. Find out from fellow higher education fundraisers how they’re leveraging that data to drive decisions at key stages of the philanthropic lifecycle, and how they got everybody—including advancement services—to back their biggest bets.
Speakers: Amy Shackelford, Director of Digital Philanthropy, Texas Christian University, Felicity Meu, Senior Director, Partner Success, GiveCampus
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 3All Levels
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDonor Relations & StewardshipMajor giftsParent Programs
Advancement Services
Fundraising

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
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    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
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      • Sample Submission Guidelines
    • Currents Magazine
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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
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    • College and University Foundations
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    • Volunteer
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    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
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      • Become a Host Institution
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      • Asia-Pacific
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      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
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      • President's Page
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      • Washington D.C.
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      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
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      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
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    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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