We have too many things to do, and there's no end in sight. As fundraisers in higher education, we are all navigating complex issues every day. The daily stream of news, events, and pressure related to resource development in higher education is a lot to manage. Finding and staying in a productive zone can be daunting, and burnout is often nipping at our heels. This will be an interactive session that creates space for sharing best practices for laser focus in a complex and over-scheduled world. *Separate registration required

Are you always looking for a more efficient way to fundraise? Join Capilano University as we share our successes in transforming the traditional fundraising model into an impactful and intimate experience. In this session, you'll discover the power of just one hour in maximizing engagement and donor potential by utilizing a small number of table hosts rather than relying on securing large event attendance. Learn from our Marketing & Digital Communication team as they use brand storytelling to strengthen connection, reputation, and impact, while reflecting the values of your institution. Gain tips on how to craft a compelling impact story video that resonates deeply with your audience, making your cause irresistible. Plus, build a sponsorship strategy to offset 100% of the event’s expense. Leave with actionable insights and practical tips to elevate your fundraising efforts. ‘We Believe’ our unique breakfast event model will inspire ideas and unlock new opportunities for your organization. CapU was recognized with a CASE Grand Gold Circle of Excellence Award for their We Believe fundraising video.

Prospect research is quickly evolving away from traditional research due to advancement in data, technology, and AI and moving towards proactive analytics that delivers actionable, data-informed insights that directly impact fundraising decision making. To keep ahead of these trends, the Oregon State University (OSU) Foundation embarked on a three-year initiative to redefine its research approach by creating a dynamic, proactive, data-informed program prioritizing close partnerships with Development and emphasizing strategic conversations grounded in analytics. This new approach resulted in the formation of the newly branded Relationship Insights team at the OSU Foundation. Recognized with a 2024 Silver CASE Circle of Excellence award, this presentation tells the story of how the OSU Foundation went from Research to Relationship Insights. We will share how other organizations can adopt similar approaches to enhance their organization's research and fundraising efforts by providing more proactive value to their development officers, and what the future holds for the Relationship Insights team.

For years, alumni engagement leaders have been feeling the burn of quantifying the results of our work. Never as easy to quantify as dollars in the door and other frontline fundraiser metrics, we find ourselves trying to justify funding and support for our work without being able to show the ROI as easily as frontline fundraisers. Have we been making it too complicated? In this session, Ellen Whitlock Baker and Aaron Clarry will outline how we have created an efficient way to measure and report alumni engagement metrics at Seattle University because of the strong partnership we’ve developed between our two shops. We will show how you can simply collect and report out on some of the CASE AEM data, even if you can’t track it all. We’ll also show examples of key reports to leaders and team members to keep alumni engagement metrics accurate and top of mind. This session is great for alumni engagement professionals as well as those who work in advancement services roles; it’s with our power combined that we are able to more effectively report on engagement KPIs.

Mentorship is not a numbers game, it is an opportunity to connect your alumni community in a tangible way to the institution and future alumni. By creating an interconnected, fulsome mentorship platform that encourages connection worldwide, you expand the ability of alumni and students to achieve greater success in their careers and personal development, while enhancing the reputation of your institution.

Have you ever had a great idea to Advance the Mission of your School, only to have it limited by inaccessible resources? The best ideas in academic programming, athletic offerings, residential life experiences, issues around DEI, educational technology, risk-management, and student support often come with price tags that put them out of reach. Explore how to deepen your impact as a leader through practical approaches to securing the human and financial resources needed, "one conversation at a time".

Are you feeling the need for a big change but have no idea how to get started? Maybe it’s that you’re burned out of your current role, wanting more (or less!) responsibility, needing to take charge of your work/life balance. The massive disruption in our way of life brought by the pandemic has shaken loose many folks' desire to make big changes - in life, in careers, or both. The way we work changed forever, and with everything that came with the pandemic many now see with clarity that we want to do things differently…but have no idea how to start. In this session, Ellen Whitlock Baker will lead you through methods to start to explore big changes, whether they be in your work or life. Using the “Immunity to Change” model, we’ll walk through how to assess your current state, identify what you want to change, and explore what’s holding you back. You’ll leave with a clearer understanding of how to begin to make those changes you’ve been thinking about...and the first steps to take to get started.

In this session, we will explore a real-world case study that demonstrates how collaboration, strategic planning, and effective stakeholder engagement can drive revenue growth and transform an organization. Imagine starting at a new organization raising just $600,000 a year and transforming it to a consistent $3 million a year in revenue after just 18 months. We’ll explore the practical strategies that fueled our growth and how to create a collaborative relationship with Faculty and Advancement leadership. Join us to learn more about this journey where people power and relationships led to dramatic financial transformation!

Join us as we explore the evolution of principal gift (PG) impact reporting at the University of Calgary. This session will provide insights into our phased approach to improving donor communication, enhancing financial transparency, and strengthening bespoke reporting. Attendees will gain a deeper understanding of how strategic changes in stewardship practices can lead to more meaningful donor engagement and operational efficiencies.

Take your annual giving day to the next level by enhancing the ways you follow up with your generous donors. Show them their impact and build those relationships with meaningful stewardship. In this session, you’ll receive examples for creating a comprehensive stewardship plan, audit your giving day thank yous, streamline your stewardship process, report back on your giving day success and gain templates you can adapt for your institution. This session will also highlight fun events to build connections with donors as well as your giving day partners.