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District VI Annual Conference 2025
District VI Annual Conference 2025
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  • Level 4
Sunday, February 2, 2025
4:00 PM - 5:00 PM CT

Building a Best-in-Class Fund Management Program That Pays Continuous Dividends

Let’s be honest – managing and reporting on donor funds is no small feat and advancement teams cannot do it alone. We rely heavily on our systems, processes, and organization partners to help us create the best donor experiences we possibly can. But if you ask yourself: Are our donor funds being utilized? Are they being used correctly and timely? Should we be worried when we send out our annual donor fund reports? And if you've shared some of these concerns, you're not alone. In recent years, many organizations have grappled with similar questions, finding little guidance on this vital aspect of any advancement operation. Join us in this session as we look at several case studies on how organizations like yours built the case for support to create and grow a fund management program. It's time to bring the discussion on funds management challenges out of closed-door conversations and begin an industry dialogue to identify what tools, resources, and standards need to be in place to successfully manage and steward donor funds. Whether you are new to funds management or seasoned in the field, come prepared to share your experiences and glean insights from others in this collaborative space.
Speakers: Aaron Rouse, Director of Fund Stewardship and Management, University of Nebraska Foundation, Chelsea Lamego, Co-Founder and CEO, FundMiner
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: Level 3Level 4
Topics: Annual GivingDonor Relations & StewardshipMajor gifts
Advancement Services
Monday, February 3, 2025
9:00 AM - 10:15 AM CT

Building Employee Engagement to Drive Performance Outcomes

Warren Buffett once said, “You only get one mind and one body...it’s what you do right now, today, that determines how your mind and body will operate 10, 20, and 30 years from now.” This session invites participants to pause and assess their current approach to wellness, both personally and professionally. Co-led by two longtime Advancement professionals, the session will start with a brief awareness exercise to reflect on your available time and an interactive poll on wellness habits. Then, through a guided discussion of the Gallup Engagement Pyramid, we’ll explore practical strategies for:
• Advocating for clear goals, resources, and boundaries to achieve professional success.
• Leveraging your strengths and prioritizing self-care to fulfill individual needs.
• Building meaningful workplace relationships and fostering psychological safety within teams.
• Pursuing opportunities for growth and development in your role. The session will conclude with a wellness planning exercise, empowering you to recharge intentionally and sustain your well-being over time. Join us to take control of your wellness journey and thrive both inside and outside of work.
Speakers: Christy Cates, Associate Vice Chancellor, Advancement Operations, University of Denver, Katrina Onderdonk, Senior Director, Talent Management for Advancement and Alumni Relations, California Institute of Technology
Competencies: Strategic ThinkingLeadership
Experience Level: Level 3Level 4
Topics: Diversity & InclusionTalent Management
Fundraising
Advancement Services
Monday, February 3, 2025
1:30 PM - 2:30 PM CT

The Evolving Role of Campaign Leaders

As higher education institutions face increasingly complex fundraising landscapes, the role of campaign leaders has evolved significantly. Today’s campaign leaders must balance strategic vision, data-driven decision-making, and collaborative leadership to drive successful fundraising efforts. This session will explore how the role of campaign leaders is changing and what skills and strategies are essential for success in modern fundraising campaigns.

In this session, we will examine the following key areas:

• The shift from traditional to strategic campaign leadership
• The importance of data and analytics in campaign planning and execution
• Building and leading cross-functional teams
• Engaging stakeholders and fostering a culture of philanthropy
Speakers: Michelle Green, Associate Vice President, BWF, Telly McGaha, President and CEO of the WSU Foundation and Alumni Engagement, Wichita State University
Competencies: Strategic ThinkingLeadership
Experience Level: Level 3Level 4
Topics: Campaign StrategiesMajor giftsVolunteer Management
Fundraising
Monday, February 3, 2025
4:15 PM - 5:15 PM CT

Creating a Team Culture that Feeds Your Strategy

We all know that culture can eat strategy for lunch, but how do you turn a feeding frenzy into feeding to fuel? Leaders of MSU Denver’s Advancement division undertook a multi-year initiative based on Brené Brown’s Dare to Lead curriculum to transform their staff culture that was challenged by lack of accountability, staff turnover, and underperforming productivity. Starting with an assessment of staff and organizational culture they went through a yearlong program followed by self-developed practices that have transformed their organizational culture and become a model for the rest of the university. These changes have resulted in a quadrupling of fundraising outcomes, staff feedback that they have grown professionally and personally, career advancement for many, and the attraction of top talent. This session will share their process and provide insights on fostering a healthy staff culture that will feed your strategy not serve it for lunch.
Speakers: Christine Marquez-Hudson, Vice President of University Advancement and Executive Director of the Foundation, MSU Denver, Brandi Rideout, Senior Director of Alumni Relations, MSU Denver, Jamie Hurst, AVP, Strategic Engagement, Metropolitan State University of Denver
Competencies: Emotional IntelligenceLeadership
Experience Level: Level 3Level 4
Topics: Talent Management
Alumni Relations
Fundraising
Tuesday, February 4, 2025
9:00 AM - 10:00 AM CT

Getting All Up In Your Space - Telling Your Story With Environmental Branding

Your campus buildings can be transformed into effective marketing assets through highly creative environmental branding. Learn how these often overlooked spaces can be utilized to their full marketing potential to greatly elevate the overall perception of your brand, enhance the student experience, and boost donor dollars. In this session, you will learn effective strategies and results supported by case studies that will elevate your understanding of the powerful influence environmental branding can have on your institution.
Speakers: Carole Custer, Director, Office of University Marketing, Iowa State University, Scott Helms, Principal, Chief Branding Officer, Flying Hippo
Competencies: LeadershipStrategic Thinking
Experience Level: Level 3Level 4
Topics: Alumni EngagementBranding
Communications and Marketing

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      • In-Person Events
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      • Past Events
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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
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
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      • Sample Submission Guidelines
    • Currents Magazine
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    • Educational Partners Directory
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    • 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
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      • Become a Host Institution
      • Intern Spotlight
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      • 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
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    • 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! 

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