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CASE District IV Annual Conference
District IV Annual Conference
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Sunday, April 14, 2024
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
Topics: BrandingCommunity CollegesPersonal/Professional DevelopmentSocial Media
Alumni Relations
Communications and Marketing
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
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
Topics: Alumni EngagementBrandingSocial Media
Alumni Relations
Communications and Marketing
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

How to Master your Fundraising Universe: Leveraging Communications & Marketing

This session focuses on how to develop a playbook centered on integral principles of fundraising that are too often an afterthought for organizations: stewardship, marketing, and communications. Few organizations have a built-in donor base and even those who do, must stand out when cultivating gifts. Whether a small department or a large university, this session will provide practical examples and tactics for unique and meaningful stewardship that inspires donors during acquisition, cultivation and recognition events. The session will hone messaging and marketing that focuses on your organization’s mission, purpose and impact that resonates with any audience including the business community.
Speakers: Andrea Tawney, Vice President, Texas Tech University Health Sciences Center El Paso
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: BrandingCampaign StrategiesDonor Relations & StewardshipMajor giftsSocial MediaSpecial Events
Communications and Marketing
Fundraising
Monday, April 15, 2024
2:15 PM - 3:15 PM CT

Matrices, Metrics & Behavior-Based Recognition: Donor Engagement of the Future

Behavior-based donor engagement and recognition is the way of the future. With limited staff, resources, and endless priorities and goals to meet, we must implement programs that scale in customization and is designed to affect retention, loyalty, and future fundraising. By developing a program based on donor behaviors, in lieu of arbitrary giving amounts, we can ensure we are communicating gratitude and impact to donors at all levels of giving. Beyond first-time donors, there are a slew of critical donor populations that also want and deserve great giving experiences! One size does not fit all, and as we look to tailor communications, events, and recognition based on DX best practices, we must prioritize and plan appropriately and efficiently – it requires both strategy and creativity! Loyal, lapsed, trifecta, monthly, renewed, and more—let's explore priority donor behaviors that drive the entire donor pipeline.
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipSocial Media
Communications and Marketing
Fundraising
Monday, April 15, 2024
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.
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
Topics: Alumni EngagementBrandingSocial Media
Communications and Marketing
Alumni Relations
Tuesday, April 16, 2024
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
Competencies: Industry or Sector ExpertiseBusiness and Financial Acumen
Experience Level: Level 2All Levels
Topics: Alumni EngagementBrandingCrisis CommunicationsDiversity & InclusionMajor giftsPersonal/Professional DevelopmentSocial Media
Alumni Relations
Fundraising

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    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
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      • Advancement Resource Catalog
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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
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      • Latin America
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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Career Central

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

  • About
    • Championing Advancement: CASE Strategic Plan
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    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
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    • CASE Membership Primary and Secondary Coordinators
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    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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