As advancement practitioners, we can get very focused on our day-to-day. Sometimes it is important to get outside-in perspectives on the work we do and the impact we are having. How are we connecting in our communities? How might we engage more effectively across constituencies and even our critics? In this morning’s plenary, we will hear perspectives from leaders about how we might more effectively convey our institutions’ promises and strengths to our many stakeholder groups. Learn as well about the myriad paths an advancement career might take, and how our work together transforms lives and society.

This presentation will delve into the critical roles of the Wisconsin Alumni Student Board (WASB) and the Wisconsin Recent Grad Council (RGC) in influencing signature programs and initiatives at the Wisconsin Alumni Association (WAA). Both groups play a pivotal role in ensuring that current students and recent graduates are actively engaged in programs designed to strengthen their connections with the University of Wisconsin-Madison. A core theme of the presentation highlights how diverse perspectives of both groups enhance the effectiveness of engagement strategies.

For ten years at Purdue University, the University Residences program has brought successful alumni back to campus where they live among students for one week. Our program’s alumni, referred to as executives, provide students with opportunities to interact with fellow Boilermakers around their areas of expertise and interests in formal and informal settings – from lecture halls to residence halls and dining courts to basketball courts. The hallmarks of our program are small group and one-on-one interactions. Since the fall of 2014, over fifty executives have returned home to our residence halls and gifted our community their time and talents. Our Executive in Residences (EiR) program includes a campus learning community, student ambassador program, a full-time live-in Executive in Residence, and both fall and spring break trips, where student travel to visit executives in their homes and workplaces, connecting our university’s past to the present.

Learn how Marian University (Indianapolis) utilized the 10 year anniversary of their College of Osteopathic Medicine to secure a $29M naming gift from a family who had $0 giving history until three years prior.

Kent State University's legacy of the May 4, 1970 tragedy remains pivotal in its identity. As history recently seemed to repeat itself on American campuses amidst current societal divisions, Kent State has proactively integrated powerful lessons from its past into its brand messaging. This session reveals how the university's half-century journey of embracing its history informs its current marketing strategies. Discover how authenticity and values-driven storytelling can elevate your institution's brand beyond conventional marketing approaches.

During the University of Chicago's Alumni Weekend in May 2024 there were at least 13 unique incidents of student, community, and alumni protest. Actions ranged from chalking, handing out pamphlets, disrupting events, occupying buildings, and damaging equipment.

Our campus, as so many others, had been home to an encampment on the main quads, just weeks before 2,500 attendees arrived for Alumni Weekend and Reunion events. The University of Chicago's commitment to free expression required the UChicago Alumni office to create a contingency plan that accounted for anticipated disruption, while abiding by the Chicago Principles.

Join us to review the Chicago Principles of Free Expression and the components of the Alumni Weekend contingency plan, constructed to include stakeholders across the University and beyond. Materials reviewed will include scripts to aid staff during events which are being disrupted, large scale protest plans, training materials for all staff volunteers, and the code of conduct for alumni participants. Session will review case studies using actual protests from the weekend and lessons learned.

This session will focus on strategies for building and sustaining affinity networks that foster community, amplify alumni voices, and increase engagement across diverse demographics. Participants will explore how to align affinity networks with the institution's goals while ensuring they foster a culture of inclusion and belonging.

Blogging is a low-cost channel to reach your target audience, but many institutions hesitate to invest. Concerns around maintaining a consistent publishing schedule, producing quality content, and managing the necessary technology needs tend to slow or even stop progress toward building owned media platforms. This presentation will explore how the marketing and communications team at the Mitch Daniels School of Business at Purdue University overcame these challenges and successfully launched their blog.

In this session, you'll hear Board members, alumni volunteers, and professional staff share how they've participated in focused, solutions-based workgroups to take a deep dive into specific opportunities or challenges in alumni engagement. From how alumni can support business strategy development to deepening connections with former Board members — you'll learn how to harness the collective energy and experience of volunteers to advance strategic priorities and initiatives. You'll also gain a better understanding of how alumni/volunteers feel about the sort of "roll-up-your-sleeves" work.

Imposter syndrome is the buzziest of buzzwords. From seasoned professionals with 30+ years in the advancement field to new grads, we often find ourselves struggling to find true confidence and certainty in who we show up to be in the workplace. Targeted towards those new to the field or new to post-grad life, this session will dive into what imposter syndrome is, how it is extraordinarily prevalent AND relevant in the advancement field, and what we can do to navigate the ebbs and flows of feeling "good enough". This session is structured to be a vulnerable conversation about self-worth and value as a professional; while also discussing ways we can find confidence in who we are, even if we don't completely have it figured out.

How can you elevate cherished alumni traditions and allow room for fresh experiences? Learn how Denison University reimagined its reunion experience with enhanced technology, fresh programming, and record-breaking participation. Explore how Macalester College brought its 150th anniversary to life, connecting a global alumni base with fresh twists on existing programming, new ways of storytelling, and ample opportunities to celebrate. Join us to learn about the process from concept creation through execution including planning, communication, events, and more. You’ll walk away with actionable insights and ideas to help you transform your own campus events into unforgettable celebrations.

Programmatic initiatives can be enhanced through intentional partnerships across the Advancement division. The Alumni & Family Engagement team at The College of Wooster implemented a "No Hotel Ballrooms" philosophy for is recent presidential welcome series, and it yielded creative opportunities from gift officers in review of their portfolios. Hear about the four-step construct that shaped Wooster on the Move: Framing Our Future.

In today’s philanthropic landscape, donor expectations are evolving. Traditional institutional giving models—such as scholarships, endowments, and unrestricted contributions—are becoming less effective as donors seek more direct impact and alignment with their personal values. This session will explore the shift from giving to a university to giving through a university, focusing on cause-based fundraising strategies that engage donors in meaningful, mission-driven ways. Attendees will learn how to reframe fundraising appeals to emphasize tangible outcomes, leverage storytelling to build trust, and implement digital engagement strategies tailored to next-generation donors. The session will also provide practical insights on navigating institutional challenges, gaining leadership buy-in, and utilizing technology to enhance donor connections.

In today's digitally-driven world, effective communication is paramount for higher education institutions to engage with prospective students. Email remains one of the most prevalent forms of communication, but crafting impactful messages and communication requires a strategic approach.
Join us for an insightful speaker session on email communication strategy and planning. This session will delve into the nuances of creating compelling email campaigns and overarching communication strategies tailored for the higher education sector.
Our speaker will share tips in developing your unique audience, creating an email production workflow, practical insights into email flow strategy development, and other best practices to equip attendees with the knowledge and tools needed to elevate their organization’s communication efforts. Whether you're an email marketer, strategist, manager, or administrator, this session promises valuable takeaways to enhance your organization’s communication impact.

In this session you'll hear from Kristine Lo, Director of Fundraising Performance Analytics at the University of Chicago, how her team revolutionized fundraising management reporting to ensure managers and staff at all levels had the insights they needed to effectively manage up, down and across. The session will include best practices of effective management reporting, how consistency in management reporting can improve results, and suggestions for how you can audit (or start) your own data-delivery program.

Join us for an engaging and interactive panel discussion where leading fundraising professionals share the personal stories and hard-won insights that have transformed their approach to donor relationships. In this session, our esteemed panelists will recount real-life experiences—from the challenges of building trust with new donors to the innovative strategies that have sparked long-term engagement and growth. This panel is designed not only to inspire but also to equip you with actionable takeaways. You'll learn how these leaders have navigated complex fundraising landscapes, overcome obstacles, and created impactful donor stewardship practices that resonate in today’s dynamic environment. Through candid storytelling, our panelists will reveal: • Personal Journeys: How pivotal moments and unexpected challenges shaped their philosophies on donor engagement. • Effective Strategies: Innovative techniques and practical tips for cultivating and sustaining donor relationships. • Lessons Learned: Insights into what works—and what doesn’t—in building a donor-centric approach that drives meaningful impact. Whether you’re an experienced fundraiser or just starting your journey, this panel offers a wealth of knowledge and a fresh perspective on how storytelling can be a powerful tool in connecting with donors. Expect an interactive discussion with plenty of opportunities for Q&A, where you can share your own experiences and challenges, and discover how to transform them into strategies for success. Don't miss this chance to be inspired and to take away practical insights that can elevate your fundraising efforts to new heights at CASE District V.

Get ready to learn from giving day experts! Join Emily Berry and Lola Mauer, the masterminds behind Miami University’s #MoveInMiami and Ball State University’s One Ball State Day, whose campaigns have collectively earned nearly 100 CASE awards. Discover the tips, tricks, and strategies that have made these institutions leaders in the giving day space. You’ll learn how to rally your campus community, maximize donations, and gain inspiration to elevate or launch your own giving day. Whether you're looking to boost your current campaign or exploring why a giving day is a smart investment, this session will provide you with actionable insights and proven strategies for success. Come prepared for a fun, informative, and motivating session that will empower you to make a real impact on your next giving day!

Join in a conversation about the context and experiences of women in advancement leadership. Explore research on the field, hear from a panel of women leaders, and explore best practices and resources to encourage and support women’s journeys to leadership. This session aims to motivate, empower, and energize--whether you are looking for networking, planning for career growth, seeking to enhance your leadership skills, or creating organizational environments where women leaders can thrive.

Affinity Groups. This tried-and-true engagement strategy has yielded big results at many institutions. But they can run the spectrum in both investment and results. Do you create a mini alumni association, or do you simply try to harness the momentum formed by organic groups? We will look at pro's and con's for each method, when each would be appropriate, the opportunity for a blended approach, and best practices for these powerful programs.

How can volunteerism fuel lifelong connections and lead to transformational giving? In this interactive session, we’ll explore data-driven strategies to enhance volunteer engagement and recognition, connecting these efforts to philanthropy. Whether you're running a small program or managing a large alumni network, you’ll discover adaptable tools and tactics to build meaningful volunteer experiences that inspire deeper relationships and drive financial support. You will learn how to leverage data to identify engagement gaps and opportunities, create personalized recognition strategies that resonate with volunteers, and connect volunteerism to the donor pipeline, transforming alumni involvement into impactful giving. Through case studies, discussions, and actionable exercises, you’ll leave equipped to build a volunteer program that not only engages but also fosters a culture of giving. Ready to transform volunteerism into philanthropy? This session is for you.

Since the pandemic, more fundraisers do their work remotely. What is the impact on our bottom line? Can anyone work from anywhere? What are best practices based on recent research?

Discover how to transform unassigned prospects into engaged donors through strategic relationship management. This session will showcase how to keep potential donors "warm" by ensuring ongoing communication, even without immediate assignment to a relationship manager. Additionally, we'll explore the rapid growth of Illinois Tech’s regional events program, driven by targeted outreach using geographic mapping tools, which has significantly increased alumni participation nationwide.
We'll also touch on how integrating key engagement forms into their platform has streamlined volunteer management and improved data capture, enabling more effective alumni engagement.

What are the building blocks of engaging content creation? They're not what you might expect. This session explores how to create environments that set the stage for bold ideas and big results. We’ll focus on actionable strategies within your control, whether you’re leading a team or creating content yourself. Leave energized and ready to transform your content strategy with practical techniques that maximize your existing resources.