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  3. District VI Annual Conference 2025

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District VI Annual Conference 2025
District VI Annual Conference 2025
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Session Type

Topic

  • Donor Relations & Stewardship(3)
  • Alumni Engagement(1)
  • Community Colleges(1)
  • Fundraising(3)
  • Organization & Management(1)

Sector

Experience Level

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

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

Competencies

  • Business and Financial Acumen(2)
  • Industry or Sector Expertise(3)
  • Leadership(1)
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5 Results Found
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
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

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

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  • Learning
      • 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
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      • Sample Submission Guidelines
    • Currents Magazine
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    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
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    • 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
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    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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