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
    • Alumni for Higher Ed
    • 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
    • Alumni for Higher Ed
    • 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 VI Annual Conference 2025

All Sessions

District VI Annual Conference 2025
District VI Annual Conference 2025
Filter By:

Session Type

Topic

  • Alumni Engagement(6)
  • Donor Relations & Stewardship(4)
  • Volunteer Management(2)
  • Campaign Strategies(1)
  • Community Colleges(1)
  • Communications & Marketing(1)
  • Event Planning(2)
  • Fundraising(5)
  • Organization & Management(3)

Sector

Experience Level

  • Level 1(3)
  • Level 2(7)
  • Level 3(8)
  • Level 4(4)

Disciplines

  • Advancement Services(5)
  • Alumni Relations(7)
  • Communications and Marketing(7)
  • Fundraising(11)

Competencies

  • Business and Financial Acumen(2)
  • Emotional Intelligence(1)
  • Industry or Sector Expertise(3)
  • Leadership(2)
  • Relationship Building(4)
  • Strategic Thinking(7)
11 Results Found
Sunday, February 2, 2025
2:45 PM - 3:45 PM CT

Strengthening Alumni Engagement Through Volunteerism

Time is valuable, and that is what makes volunteering such an impactful component of alumni engagement. Creating volunteer opportunities for alumni to connect with students, the university, and each other is the ultimate win-win proposition. Over the past year, the Colorado School of Mines (Mines) has grown participation in its volunteer program by more than 70%. This growth in volunteerism can be attributed to increased access to opportunities, establishing expectations, tracking participation, and consistent stewardship. Mines is a mid-sized university with around 8,000 students and 40,000 alumni. The Mines Foundation and Alumni Engagement shop align with the university in both size and budget. To optimize for our size and staff bandwidth, we have developed techniques that increase our impact while maintaining a small to mid-sized team. Developing a robust volunteer offering has improved our collaboration with university partners and elevated the Mines signature student experience. Volunteerism has cultivated stronger alumni connections with the university and advanced individuals through the donor continuum.
Speakers: Andrew Flynn, Director of Alumni Engagement, Colorado School of Mines, John Griffin, Associate Director, Alumni Engagement, Colorado School of Mines Foundation
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3Level 2
Topics: Alumni EngagementVolunteer Management
Alumni Relations
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
Sunday, February 2, 2025
4:00 PM - 5:00 PM CT

Creating Meaningful Engagement Plans for Volunteers

The NDSU Foundation strives to create to the pinnacle volunteer experience for their Trustees. That is no easy task with over 70 Trustees. Learn how they have implemented personas and metrics to measure and personalize the volunteer experience.
Speakers: Sara Wald, Senior Director of Trustee Relations, North Dakota State University Foundation
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 4Level 3
Topics: Alumni EngagementVolunteer Management
Alumni Relations
Sunday, February 2, 2025
4:00 PM - 5:00 PM CT

Unique Partnerships: Campus Collaborations Generating Impact and Engagement

This is our story about a unique partnership between two university centers and how, by celebrating alums over the age of 80 who are optimally aging, we have created an extraordinary avenue of engagement. Through the Eight over Eighty Award Program, we are connecting, and at times, reconnecting extraordinary alums with the University of Iowa Center for Advancement. By partnering with the Csomay Center for Gerontological Excellence, we have provided both centers the opportunity to collaborate in a myriad of ways over the simple fact that our alum is an octogenarian! Our perspective on what collaboration looks like has expanded. We view our deepening relationships potential as endless. Join us as we share how this unique partnership has led to win-win-win situations for the Center of Advancement, the Csomay Center, and for the nominated alum.
Speakers: Erin Brokel, Associate Director, Alumni Engagement, The University of Iowa Center for Advancement, Jennifer Jones, Program Coordinator Optimal Aging Initiative, University of Iowa College of Nursing, Csomay Center for Gerontological Excellence
Competencies: Relationship Building
Experience Level: Level 2Level 3
Topics: Alumni EngagementDiversity & InclusionSpecial Events
Alumni Relations
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
10:45 AM - 11:45 AM CT

Leveraging Central Programming to Achieve Graduate-Level Advancement Goals

In today's rapidly changing landscape of alumni relations and advancement, graduate-level academic units face the challenge of effectively engaging alumni through central programming, particularly when it is assumed that graduate-level alumni will not want to engage in centralized programs. This presentation will showcase innovative strategies and best practices for utilizing centralized programming to achieve graduate-level engagement and philanthropic goals.
Speakers: Katelin Ybanez, Senior Director of Alumni Engagement, University of Denver
Competencies: Strategic Thinking
Experience Level: Level 2Level 3
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipMajor gifts
Fundraising
Alumni Relations
Monday, February 3, 2025
10:45 AM - 11:45 AM CT

60 Minutes, 30 Advancement Wins and Lessons Learned

This session will delve into key areas of advancement to uncover effective strategies and valuable insights. The session will be structured around three core topics: Stewardship, Scholarships, and Annual Giving. Each segment will highlight successful practices and lessons learned from various initiatives, offering a comprehensive overview of what has proven effective at Northeast Community College. By examining examples and discussing strategic approaches, participants will gain actionable knowledge to enhance their own advancement efforts. This session promises to deliver a blend of practical tips and inspirational success stories, aimed at optimizing outcomes and fostering growth in advancement activities.
Speakers: Jazmin Goeden, Associate Director of Development, Northeast Community College, Holly Quinn, Director of Development, Northeast Community College
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 2Level 1
Topics: Annual GivingCommunity CollegesDonor Relations & Stewardship
Fundraising
Advancement Services
Monday, February 3, 2025
3:00 PM - 4:00 PM CT

To Affinity and Beyond: Using Custom Alumni Engagement Scores to Reach New Heights

Buena Vista University has built and implemented a custom Alumni Engagement model based on CASE best practices and aligns with the CASE Alumni Engagement Survey and Metrics. Overtime this led to the development of a custom Affinity scoring model that combines not only engagement data but also giving as well as other prospect ratings into one quick and easy to interpret score. The two models help to build stronger donor pipelines by identifying prospects who are ready for the next step in the donor journey as well as potential alumni leaders. Come and hear how you can implement this easy system to boost your alumni engagement and fundraising results.
Speakers: Matthew Astleford, Senior Managing Director of Development – School of Medicine, UMKC Foundation, Kris Pearson, Director of Advancement Operations, Buena Vista University
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 2Level 3
Topics: Alumni EngagementAnnual GivingMajor gifts
Alumni Relations
Advancement Services
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
Monday, February 3, 2025
4:15 PM - 5:15 PM CT

Transforming Awarding Processes: The Impact of Online Scholarship Managers

Does the number of scholarships you manage intimidate you? Are your scholarship processes stuck in the vicious cycle of swapping spreadsheets across campus? Then an online scholarship management system may be just what you are looking for. Emporia State University improved our scholarship utilization by 10% by using an online scholarship management system. In this session, we will discuss how an online scholarship management system can improve the efficiency of your scholarship awarding process. We will explore how these systems can merge the entire awarding process into one place. From student scholarship applications to thank you letters to the donors these systems will immensely improve your ability to manage your awarding process.
Speakers: Grace Bair, Scholarship Coordinator, Emporia State University
Competencies: Business and Financial AcumenIndustry or Sector Expertise
Experience Level: Level 2Level 1
Topics: Donor Relations & Stewardship
Advancement Services

Pagination

  • Current page 1
  • Page 2
  • Next page >
  • Last page >>

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
    • Alumni for Higher Ed
    • 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
    • Alumni for Higher Ed
    • 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
English
  • Español