
All Sessions
CASE District IV Annual Conference
District IV Annual Conference
Filter By:
Session Type
Topic
Sector
Experience Level
Disciplines
Competencies
39 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
2:45 PM - 3:45 PM CT
Today's Donors Expect Access: Leveraging Your Leadership for Fundraising Success
Donors—particularly major donors—are increasingly seeing their gifts as investments. And just like any corporate investor, they want to know their gifts’ ROI. Universities that leverage their president, chancellor, cabinet, and faculty chairs effectively to build authentic relationships with donors are the ones seeing the biggest returns in today’s philanthropic marketplace.
University of Arkansas – Fort Smith has transformed its major giving program thanks to the relationships its Chancellor Terisa Riley and department chairs such as Kendall Ross have built with key stakeholders and donors. Since Dr. Riley arrived on campus three years ago, major giving has skyrocketed. The university is set to exceed its $75 million centennial campaign’s financial goal by 33 percent, with record individual gifts and giving levels.
To understand how other universities can build similar donor/president relationships, this presentation will focus on:
-the role of the university’s advancement office in the process
-qualifying and prioritizing the right donors
-ideal allocation of a president’s time to fundraising
-taking the first step in building the relationship
-the types of cultivation events or individual meetings that are most effective
To understand how other universities can build similar donor/president relationships, this presentation will focus on:
-the role of the university’s advancement office in the process
-qualifying and prioritizing the right donors
-ideal allocation of a president’s time to fundraising
-taking the first step in building the relationship
-the types of cultivation events or individual meetings that are most effective
Speakers: Jim Bush, Principal and President, Winkler Group, Blake Rickman, Vice Chancellor for University Advancement and Executive Director of the UAFS Foundation, University of Arkansas - Fort Smith, Kendall Ross, Executive Director, Center for Economic Development, University of Arkansas-Fort Smith
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All LevelsLevel 6
2:45 PM - 3:45 PM CT
Use It or Lose It! Collaborative Fund Utilization
We all know you can’t ask for the next unless you have successfully stewarded (and spent!) the last one. Join us as we dive into the complexities of fund compliance and utilization programs, what makes them successful (or not!), and the indispensable partnerships across your division and the campus that ensure their success. Whether you are in advancement services or a frontline fundraiser, everyone has a role to play in this space. We will explore the core components of a program that ensures your philanthropic funds are spent according to donor intent and to maximum capacity. We will explore strategies to strengthen collaboration between multiple key stakeholders for a more cohesive and effective approach. From data, reporting, metrics, and engagement and education programs, we will cover what you need to strengthen and streamline your fund stewardship program. Using real-life case studies from two rock solid donor compliance programs in the District, we'll give you all the tools you need to ensure success in this challenging space.
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: All Levels
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
4:00 PM - 5:00 PM CT
How do we chart a bold future of progress without alienating alumni and donors?
This session will provide findings from survey results, provide tools to navigate conversations with dissenting opinions, and harness the power of honoring traditions and values of the past while forging a relevant and progressive future. Attendees will learn how to engage alumni and donors in a way that empowers them to join in the vision, and identify when to detach from donors who do not uphold the institution’s current mission and vision.
Speakers: Taylor Phelps, Director, Development, UTSA, Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
Competencies: Global and Cultural CompetenceRelationship Building
Experience Level: All Levels
4:00 PM - 5:00 PM CT
Excellence Unveiled TXST University's Strategic Corporate Engagement
Discover Texas State University's innovative strategic corporate engagement program, a pivotal step towards the coveted R1 status. Join us as we unveil a groundbreaking initiative that unites internal university stakeholders, aligning them with a singular vision and igniting powerful industry relationships. In partnership with UNITE Corporate Engagement, we'll delve into how this program opens doors to enhanced career services for students, support for academic excellence, expanded industry-sponsored research, and a boost for university-wide initiatives. Get ready to explore the future of corporate collaboration at Texas State University.
Speakers: Alana McCloskey, Director of Corporate Engagement, Texas State University, Todd Jensen, Associate Vice President for University Advancement, Texas State University, Alanna Sarabia, Director of Corporate Engagement, Texas State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All LevelsLevel 3
4:00 PM - 5:00 PM CT
Congrats, you’re a team lead! Now what?!: A Guide for New Advancement Managers
Embarking on a leadership role in advancement can be both exhilarating and challenging. While many of us began our advancement careers as specialists, (making in-person asks for big gifts, mastering back-office processes, creating marketing materials, etc.), sooner or later, we find ourselves managing teams. While we may be experts at “making the ask” or “mapping appeal code structures,” oftentimes new managers can find ourselves at a loss when required to give effective performance reviews or coach up a new team member.
This session is tailored for advancement professionals who have recently taken the step from being practitioners to managing teams. You will hear from three of your colleagues who have made this leap and are now successful industry leaders. Madison, Karl, and Adrian will introduce you to the dynamic world of advancement teams, providing essential insights, strategies, and tools to help you become a more successful team manager and leader.
Speakers: Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio, Adrian Matthys, Assistant Vice President, Annual Giving, Foundation, Oklahoma State University, Madison Hill, Interim Director Annual and Affinity Giving, The University of Tulsa
Competencies: Integrity and ProfessionalismLeadership
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
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
9:00 AM - 10:00 AM CT
Amplifying Your University and Leadership with Dynamic Social Media Content
In the digital age, universities must consider how a thoughtful approach to social media content strategy can leave a lasting impact across all audiences and help to achieve your goals. In a unique session, co-hosted by the Texas State University Marketing Team and University President Kelly Damphousse, attendees will delve into the transformative role that social media plays in advancing a university's stature, amplifying key messages and goals while fostering a sense of community and engagement.
President Damphousse and the TXST marketing team have individually found a sweet spot between social media content and community engagement while creating space for cross collaboration on content related to the university’s broader academic, fundraising, and community goals. Together, President Damphousse and TXST marketing have fostered digital communities that have driven unprecedented levels of engagement between the students, faculty/staff, alumni and community – all on social media.
Learn valuable insights on how leadership can approach social media and build engaged communities online while implementing practical strategies for cross collaboration between leadership and your university’s accounts to harness the full potential of social media for your institution's growth, community engagement, and strategic advancement.
Speakers: Kelly Damphousse, President, Texas State University, Texas State University, Elissa Fontenot, Director, Digital Marketing, Texas State University
Competencies: LeadershipRelationship Building
Experience Level: All Levels