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CASE District IV Annual Conference
District IV Annual Conference
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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
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
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
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.
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
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
Experience Level: Level 2All Levels
9:45 AM - 10:45 AM CT
How to do it all and maintain your sanity(ish)
A panel of women juggling children, aging parents, and leadership in advancement will engage in a healthy Q&A.
Speakers: Baleigh McCoin, Director, Institutional Advancement and Alumni Affairs, Paris Junior College, Sarah Sims, Associate Vice President of Donor Engagement, Texas State University, Tisha Arnold, Director of Strategic Communications and Marketing, Grambling State University
Competencies: Integrity and ProfessionalismLeadership
Experience Level: All Levels
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