Skip to main content

CASE

CASE

Main Menu

  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • 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
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    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
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • 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
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • 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
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • 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! 

  • Give to CASE
  • Log in
  • Alerts

    You must login to see your alerts.

  • Search
  • Shopping Cart
Alerts

You must login to see your alerts.

Shopping Cart

Breadcrumb

  1. Home
  2. Conferences & Training
  3. District V Annual Conference 2025

All Sessions

District V Annual Conference 2025
Filter By:

Session Type

Topic

  • Alumni Engagement(17)
  • Donor Relations & Stewardship(8)
  • Volunteer Management(8)
  • Personal/Professional Development(6)
  • Campaign Strategies(3)
  • Community Colleges(1)
  • Crisis Communications(1)
  • Communications & Marketing(4)
  • Event Planning(6)
    • Special Events(6)
  • Fundraising(7)
    • Annual Giving(6)
    • Major gifts(2)
    • Planned giving(2)
  • Organization & Management(6)
Show more

Sector

Experience Level

  • Level 1(1)
  • Level 2(1)
  • Level 3(4)
  • Level 4(2)
  • All Levels(7)

Disciplines

  • Alumni Relations(9)
  • Communications and Marketing(3)
  • Fundraising(4)

Competencies

  • Global and Cultural Competence(2)
  • Industry or Sector Expertise(3)
  • Leadership(2)
  • Relationship Building(7)
  • Strategic Thinking(6)
10 Results Found
  • Clear all filters
  • Event Planning
  • Fundraising
Tuesday, April 1, 2025
9:00 AM - 10:00 AM CT

Thoughtfully Incorporating Gift Officers into Alumni Engagement Programming

Are you looking to build relationships between seemingly disconnected teams? Join the Northwestern Alumni Association to learn how to bridge the gap between gift officers and engagement professionals through event programming that draws both donors and alumni who have not yet given. We will share information on the development and creation of events that span a variety of topics and formats and how our shared priorities have led to success for both engagement goals and giving targets. Additionally, attendees will learn how to cultivate meaningful and long-lasting relationships with gift officers.
Speakers: Paige Vaughn, Associate Director, Alumni Engagement, Northwestern University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementDonor Relations & StewardshipMajor giftsSpecial Events
Fundraising
Alumni Relations
Monday, March 31, 2025
4:15 PM - 5:15 PM CT

Targeted Alumni Engagement Through Relationship Management and Regional Events

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.
Speakers: Siddarth Gudimetla, Manager - Customer Success, Almabase, Ashley Agron, Senior Director of Constituent Engagement, Illinois Tech
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3Level 4
Topics: Alumni EngagementAnnual GivingCampaign StrategiesDonor Relations & StewardshipPlanned giving
Alumni Relations
Communications and Marketing
Sunday, March 30, 2025
2:45 PM - 3:45 PM CT

The Great Wealth Transfer: Strategic Adaptations for Alumni Associations

The “great wealth transfer” is a monumental phenomenon that is already underway and will continue to impact our work. Over the next two decades, Boomers are expected to transfer approximately $68 trillion in assets to younger generations. This transfer presents a unique opportunity for transformative philanthropy and strategic adaptation within alumni associations. This session will share actionable insights on how alumni associations can leverage this as an opportunity to forge stronger connections with aging constituents while maximizing philanthropic impact.
Speakers: Lindsay Seminara, Associate Manager, Adv. Events and Operations, The Ohio State University Alumni Association
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipPlanned giving
Fundraising
Alumni Relations
Monday, March 31, 2025
10:45 AM - 11:45 AM CT

Protest and Contingency Planning for Large Scale Events

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.
Speakers: Jennifer Kennedy, Senior Director, Alumni Experience, University of Chicago
Competencies: Global and Cultural CompetenceStrategic Thinking
Experience Level: Level 3All Levels
Topics: Alumni EngagementCrisis CommunicationsPersonal/Professional DevelopmentSpecial EventsVolunteer Management
Alumni Relations
Sunday, March 30, 2025
4:00 PM - 5:00 PM CT

Engaging Campus & Community Partners: Building Excitement & New Opportunities

Alumni Engagement and Community Partners share common values and goals when it comes to building lasting and life-long relationships with their stakeholders not only on campus but also in the surrounding community. Targeted events that foster a sense of "togetherness" and "community" are imperative to smaller towns that thrive on the impact that the students provide during their time at our university.
Finding our niche and standing out with admissions and recruitment visits has been instrumental since the development of these new community centered events. Come listen to how we have been ranked #1 in the state of Minnesota for the Best Game Day Atmosphere the past few years.
Through this presentation, you will hear how one institution takes a new approach to community centered events, has grown them into highly anticipated events for the entire community, and the economic impact that it has brought to the city, along with the excitement and buzz that started in 2017 and continues to grow each year.
Speakers: Tracy Hale, Director of Alumni Engagement, Winona State University, Minnesota State Colleges & Universities
Competencies: LeadershipRelationship Building
Experience Level: All Levels
Topics: Alumni EngagementDonor Relations & StewardshipSpecial Events
Alumni Relations
Monday, March 31, 2025
4:15 PM - 5:15 PM CT

Affinity Groups: Rightsizing Your Investment

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.
Speakers: Reggie Bustinza, Executive Director of Alumni Engagement and Annual Giving, Northern Illinois University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 1Level 2
Topics: Alumni EngagementAnnual GivingDiversity & InclusionSpecial EventsVolunteer Management
Alumni Relations
Monday, March 31, 2025
1:30 PM - 2:30 PM CT

Making Milestones: How Two Schools Brought New Life through Reunion and a Sesquicentennial

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.
Speakers: Catie Gardner Smith, AVP of Engagement, Macalester College, Alyssa Smith, Sr. Assoc. Dir. of Mkt. & Comm. Alumni & Family Engagement, Denison University, Samantha Smith, Sr. Assoc. Dir. of Advancement Events, Denison University, Erin Updike, Director of Alumni Engagement, Macalester College
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingBrandingDonor Relations & StewardshipSocial MediaSpecial EventsVolunteer Management
Communications and Marketing
Alumni Relations
Monday, March 31, 2025
1:30 PM - 2:30 PM CT

Building And Sustaining Affinity Networks: Strategies For Engagement And Impact

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.
Speakers: Stephanie Bonebrake, Associate Director of Affinity Network Operations, Alumni Engagement, Purdue for Life Foundation, Maria Whipple, Senior Director of Affinity Networks, Purdue for Life Foundation, Almira Yllana, Assistant Director of Affinity Networks, Purdue for Life Foundation
Competencies: Relationship BuildingGlobal and Cultural Competence
Experience Level: Level 3All Levels
Topics: Alumni EngagementCampaign StrategiesDiversity & InclusionSocial MediaSpecial EventsTalent ManagementVolunteer Management
Alumni Relations
Tuesday, April 1, 2025
9:00 AM - 10:00 AM CT

Harnessing AI for Everyday Advancement: Tools & Strategies You Can Use Today

Unlock the power of AI in your daily advancement tasks with this hands-on session! Discover free or low-cost tools like ChatGPT that can streamline donor communications, enhance alumni engagement, and simplify data management. Through real-world examples and an interactive activity, you'll learn how to implement AI solutions today, without waiting for large-scale institutional changes. Walk away with practical strategies to make your work more efficient and impactful, all while staying ahead in the evolving world of higher education advancement.
Speakers: Emily Berry, Assistant Vice President for Development, Individual and Annual Giving, Miami University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipMajor gifts
Communications and Marketing
Fundraising
Sunday, March 30, 2025
4:00 PM - 5:00 PM CT

What We've Learned From Fully Autonomous AI Fundraising & Where We're Going Next

It’s been almost nine months since the world’s first fully autonomous fundraiser interacted with its first assigned donor. During that time, 11 higher educational institutions joined together as a cohort to engage donors with an AI-powerered Virtual Engagement Officer (and a second cohort is now live), but more importantly research, develop, and accelerate the deployment of autonomous fundraising for our entire industry.

All higher education institutions can relate to the fact that they have more donors and alumni than they have fundraisers with capacity to build relationships. This is precisely where autonomous fundraising changes what’s possible.

In this session, Susan Lewers, Associate Vice President, Major and Planned Gifts, of Illinois Institute of Technology will present the results her and her team have seen from autonomous fundraising – donors engaged, dollars raised, and pipeline built, in addition to their experience being the first organizations in the world to deploy a Virtual Engagement Officer to a portfolio of their donors.

We’ll present what we learned, what we got right, where course corrections were needed, and how we navigated AI in a field defined by relationships. We’ll share all of our findings including portfolios for autonomous fundraisers, sourcing engagement content independently, accuracy, transparency, ethics, and more.

Finally, we’ll conclude by looking at where we are going, how we can continue to further personalize donor journeys, push the outer limits of technology, and more.
Speakers: Susan Lewers, Associate Vice President, Major and Planned Gifts, Illinois Institute of Technology, Adam Martel, CEO, Givzey
Competencies: Relationship BuildingLeadership
Experience Level: Level 3Level 4
Topics: Alumni EngagementAnnual GivingBrandingCampaign StrategiesDonor Relations & StewardshipTalent Management
Alumni Relations
Fundraising

CASE

CASE
  • CASE Communities
  • Member Login
  • Careers at CASE
  • Terms & Conditions
  • Privacy Statement
  • Staff Intranet (link is external)
Connect with CASE
  • Facebook (link is external)
  • Twitter (link is external)
  • LinkedIn (link is external)
  • Instagram (link is external)

CASE Member Support
+1-202-328-CASE [2273]

CASE

CASE
Close
  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • 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
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    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
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • 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
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • 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
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • 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! 

  • Give to CASE
  • Log in

Search

Popular Searches
Books Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS Talent