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  3. District VIII Annual Conference 2025

All Sessions

District VIII Annual Conference 2025
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18 Results Found
  • Clear all filters
  • Alumni Engagement
  • Donor Relations & Stewardship
  • Volunteer Management
Wednesday, January 29, 2025
9:00 AM - 10:00 AM PST

Pre-Conference Workshop: Finding (and Keeping) Focus In A Distracting World

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
Speakers: Crystal Froembling, Senior Director of Development, Portland State University Foundation
Competencies: Integrity and ProfessionalismStrategic Thinking
Experience Level: Level 2Level 3
Topics: Donor Relations & StewardshipMajor giftsPersonal/Professional DevelopmentTalent Management
Fundraising
Wednesday, January 29, 2025
2:45 PM - 3:45 PM PST

One hour, one story, ten guests – 100 opportunities to raise money!

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.
Speakers: Cari Bird, Manager, Creative, Marketing & Digital Experience, Capilano University, Jennifer Bryan, Director, Philanthropy & Alumni Relations, Capilano University, Zoran Stjepanovic, Philanthropy Officer, Individual Giving, Capilano University
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 2Level 1
Topics: Annual GivingBrandingDonor Relations & StewardshipSpecial Events
Communications and Marketing
Fundraising
Wednesday, January 29, 2025
2:45 PM - 3:45 PM PST

We've Been Overthinking Alumni Engagement Metrics

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.
Speakers: Aaron Clarry, Assistant Vice President, Advancement Services, Seattle University, Ellen Whitlock Baker, Founder and Principal, EWB Coaching
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 4Level 3
Topics: Alumni EngagementAnnual GivingPersonal/Professional Development
Advancement Services
Alumni Relations
Wednesday, January 29, 2025
4:00 PM - 5:00 PM PST

The Technology of Mentorship and how to Leverage Alumni Engagement

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.
Speakers: Andrea Christensen, Sr Alumni Career Development Specialist, University of Calgary, Kathleen Ralph, Lead, Alumni Mentorship, University of Calgary
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3Level 2
Topics: Alumni EngagementDiversity & InclusionPersonal/Professional Development
Communications and Marketing
Alumni Relations
Wednesday, January 29, 2025
4:00 PM - 5:00 PM PST

"Of the School - For the School" Advancing your Mission With Each Conversation

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".
Speakers: Dave Fitzpatrick, Director of Advancement, St. George's School
Competencies: LeadershipRelationship Building
Experience Level: Level 2Level 1
Topics: Campaign StrategiesDonor Relations & StewardshipIndependent SchoolsMajor giftsParent Programs
Advancement Services
Fundraising
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

Collaboration Chronicles: A Case Study in Revenue Transformation

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!
Speakers: Karina Chow, Director, Advancement, Faculty of Applied Sciences, Simon Fraser University, Katie Hearn, Senior Associate Director, Advancement - Faculty of Applied Sciences, Simon Fraser University
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3Level 2
Topics: Alumni EngagementDonor Relations & StewardshipMajor gifts
Advancement Services
Fundraising
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

60 Ideas in 60 Minutes: Maximize Your Print Magazines And Major Print Publications

In this lightning-fast session, we’ll condense 25 years of higher ed print communications experience into 60 ideas that you can use TODAY to make your print publications more read, more loved, and more valuable. From optimizing your print publications for the coffee table to techniques that can 8x the effectiveness of your headlines, to “engagement engineering” to make stories as feedback-friendly as possible, participants will come away with concrete ideas that they can implement immediately and make a real difference for their publications and communications.
Speakers: Erin Peterson, Owner, Capstone Communications, Lisa Kozleski, Writer and Editor, University of Puget Sound
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 3Level 2
Topics: Alumni EngagementBrandingCampaign StrategiesCommunity CollegesIndependent Schools
Alumni Relations
Communications and Marketing
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

Rediscovering Discovery: How OSU Launched Its Most Comprehensive Campaign Yet

In this multi-disciplinary approach, learn how Oregon State University crafted its most comprehensive discovery program to date. This presentation will showcase how we blend traditional marketing and analytics with cutting-edge artificial intelligence and machine learning to identify and connect with potential donors. Learn about our newly formed team of development officers dedicated exclusively to this critical work, and discover how this program is also driving our volunteer engagement efforts. In an industry facing a challenging donor landscape, this program represents a forward-thinking solution to rejuvenate and expand OSU's donor base, ensuring a sustainable and thriving future for the organization.
Speakers: Andrew Phillips, Director of Pipeline Development, Oregon State University Foundation
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 3Level 2
Topics: Alumni EngagementAnnual GivingCampaign StrategiesVolunteer Management
Fundraising
Advancement Services
Thursday, January 30, 2025
10:45 AM - 11:45 AM PST

The Evolution of an Awards Program

In 2022, the Office of Alumni Relations (OAR) engaged an alumni volunteer committee as the Alumni Recognition Focus Group (ARFG) to re-design alumni recognition and awards programming at Mount Royal University (MRU). The revamped program that emerged in 2023, the Outstanding Alumni Awards, integrated direct feedback from these alumni volunteers and aligned alumni recognition directly to Mount Royal’s vision and values while supporting the strategic goals from both the Alumni Relations strategic plan and the overall University Advancement strategic plan. This shift has created the opportunity to celebrate alumni who may not have received recognition under the previous, achievement-focused format and provides the opportunity for deeper relationship building with a wider alumni audience. The Outstanding Alumni Awards (OAA) is a year-round program engaging alumni, priority campus stakeholders and friends of the university actively in volunteer roles and content creation. This evolution process and subsequent awards program recently received a Silver Medal at the CCAE (Canadian Council for Advancement in Education) Prix d'Excellence awards.
Speakers: Johanna Clark, Alumni Program Specialist, Mount Royal University, Erin Mason, Manager, Alumni Programs & Services, Mount Royal University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 2Level 3
Topics: Alumni EngagementBrandingDiversity & InclusionSpecial Events
Communications and Marketing
Alumni Relations
Thursday, January 30, 2025
1:30 PM - 2:30 PM PST

Reporting Revolution: Streamlined And Sophisticated

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.
Speakers: Jessica Halliday, Director, Stewardship, University of Calgary
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 1Level 2
Topics: Donor Relations & StewardshipMajor gifts
Fundraising
Advancement Services

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    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
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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
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    • 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.

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      • Asia-Pacific
      • Europe
      • Latin America
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    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. 

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    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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