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  3. DRIVE 2024
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All Sessions

DRIVE 2024
DRIVE 2024
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  • Data Analysis(14)
  • Innovation(11)
  • Data Visualization and Storytelling(11)
  • Reporting(10)
  • Alumni Engagement(8)
  • Campaign Strategies(6)
  • Donor Relations & Stewardship(6)
  • Machine Learning and Artificial Intelligence(4)
  • Personal/Professional Development(3)
  • R(1)
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  • Research and Data(7)
  • Advancement Services(4)
  • Communications & Marketing(1)
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42 Results Found
Monday, March 25, 2024
12:30 PM - 4:30 PM ET

Pre-Conference Workshops Registration

Registration for DRIVE pre-conference workshop attendees ONLY is from 12:30 PM -1:30 PM in the Capital Terrace (2nd Floor). Attendees are encouraged to grab lunch prior to arriving.
Monday, March 25, 2024
12:30 PM - 4:30 PM ET

Change Enablement Playbook: A Framework for Supporting Your Teams

The secret to effective and supported change is... there is no secret! It's a plan. It's a set of steps to unfold what used to be the way, and fold into what will be next. Believe it or not, regardless of the kind of change your team is undertaking, the path to get there is similar. In this session, we will walk through the playbook together, how it started, anecdotes about where it was tested with bumps and applied with success, and how you can use it as a framework the next time your team undergoes a change. From re-orgs to system change, fast growth to leadership change, this playbook will lay out strategies for messaging, communication, engagement, enablement, and support. It will outline different reactions and how to deal with them, different scenarios and how to approach them, and ways to keep leadership involved. Join Kate Nimety, President of Management Consulting at Zuri Group, for a workshop that will provide you with a toolkit for the next change that's around your corner!
Speakers: Kate Nimety, President, Management Consulting, Zuri Group
Competencies: Emotional IntelligenceStrategic Thinking
Experience Level: Level 4Level 3
Topics: Campaign StrategiesDiversity & InclusionPersonal/Professional DevelopmentTalent ManagementInnovation
Advancement Services
Monday, March 25, 2024
12:30 PM - 4:30 PM ET

Roadmap for your Data Governance Journey

Managing your data for the benefit of your organization is not a destination but a journey. It’s a journey that ultimately matters to your organization’s bottom line and success in making data informed decisions within today’s competitive fundraising environment.

In this interactive workshop, we’ll cover basic data governance concepts and models. These concepts and models will be leveraged to develop a roadmap for tackling some of the challenges that you and your fellow attendees are facing in starting up or maturing your data governance program.
Speakers: Christopher Amherst, Director, Data Management, University of Chicago
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 5Level 4
Topics: Campaign StrategiesData GovernanceInnovation
Advancement Services
Tuesday, March 26, 2024
8:30 AM - 9:45 AM ET

Welcome and Opening Keynote: Futureproof Yourself: Innovate and Thrive in Times of Uncertainty

The new normal of consistent change is leaving leaders concerned about being left behind. Instead of implementing half-baked, panic-driven ideas...it's time to identify the Easter eggs the future has left for us. In this talk, technology futurist Crystal Washington will show you and your team how to innovate, thrive and enjoy the ride.
In this session, you will:
  • Understand the gifts the future really has to offer, allowing you to shape and manipulate for your ultimate outcomes.
  • Identify the most under-utilized Easter eggs of innovation...which you already have in your basket.
  • Create a framework to future-proof your career and organization...and avoid getting scrambled.
Speakers: Crystal Washington, Futurist and Author
Tuesday, March 26, 2024
10:15 AM - 11:15 AM ET

Leveraging CASE Data for Benchmarking

CASE collects institutional-level data on philanthropy from around the world. Institutions which submit CASE surveys have access to this data, which they can leverage to identify and benchmark against similar institutions. In this session, we demonstrate how to use R to access SQL databases, create visualizations, and conduct regression analysis on philanthropy data. Upon completion, participants will be able to use data for storytelling and strategic thinking.
Speakers: Nicholas Campisi, Data Scientist, Council for Advancement and Support of Education
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 3Level 2
Topics: Data Visualization and StorytellingData Analysis
Fundraising
Tuesday, March 26, 2024
10:15 AM - 11:15 AM ET

DRIVE SUPER SESSION Part 1 -- Data Enrichment to Drive Insights and Equity: Hands On Data Analysis Lab

Amid rapid growth in data complexity and technology advancement, many organizations still struggle to manage, understand, and measurably improve their legacy and evolving data ecosystems. In this hands-on data lab, you will learn how to build flexible data enrichment models, reusable tools and repeatable processes to 1) establish a constituent data integrity index/baseline 2) explore, visualize and measure constituent data integrity 3) identify and prioritize opportunities to improve your overall data quality in systematic and sustainable ways towards insights, equity and efficiency.
Speakers: Rodger Devine, Assistant Vice President, Advancement Operations, Pomona College
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 3Level 5
Topics: Alumni EngagementCampaign StrategiesDiversity & InclusionPersonal/Professional DevelopmentMachine Learning and Artificial IntelligenceR
Alumni Relations
Advancement Services
Tuesday, March 26, 2024
10:15 AM - 11:15 AM ET

Let's Get Creative: Automating Data Collection and Marketing Communication

"Join us for an interactive and guided panel discussion on automating the collection of marketing data, processing this data (ingest, deduplication, matching), and analyzing the data collected (visualize, report, insight delivery). In this session, plan to have open, casual dialogue with the panelists and your DRIVE peers on innovative strategies that streamline the automation of marketing communications such as event data, survey feedback, web analytics, social media, or email interactions. Whether you are just starting with your first survey, or you are looking to find solutions to better marketing automation, you will walk away from this session with useful perspectives on automation and practical applications of data collection."
Speakers: Quinlan Stein, Market Research Analyst, Kansas State University Foundation, Ying Ma, Chief Information Officer, UCLA External Affairs, David Allyn, Director of Data Intelligence, UCLA External Affairs, Kim Rich, Senior Director of Advancement Services and Operations, Sidwell Friends School
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: Level 4Level 3
Topics: Alumni EngagementCampaign StrategiesSocial MediaReportingData Visualization and StorytellingData AnalysisInnovation
Communications and Marketing
Tuesday, March 26, 2024
10:15 AM - 11:15 AM ET

Transformative Times: Trends in Philanthropy, Principal Giving and What it Means for Higher Education

What are the latest trends in philanthropy and what does this mean for colleges and universities? What attitudes do donors to higher education bring to their philanthropy? How is your institution approaching the continued decline in mass giving? How are transformative gifts defined and secured? This session will draw on data from surveys conducted by Bank of America, Indiana University’s Lilly Family School of Philanthropy, and the Council for Advancement and Support of Education and engage participants in a discussion about the donors who have had a transformative impact on their institutions. Participants will learn about 1) recent trends in giving and alumni engagement to higher education among U.S. households, 2) how affluent households approach their philanthropy to higher education and other causes, and 3) how transformative gifts are defined and secured.
Speakers: Cara Giacomini, Vice President, Data, Research, and Technology, Council for Advancement and Support of Education, Bill Jarvis, Managing Director, Philanthropic Executive, Bank of America
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: Level 5Level 3
Fundraising
Tuesday, March 26, 2024
10:15 AM - 11:15 AM ET

The Power of Personalization: Key Strategies for using AI and Other Tech

Personalization matters, and in today's world of AI-driven technology, truly personalizing the donor experience is possible for any size organization. Join this session to see how new technology can help you change your outreach from "send everything to everyone" to producing a truly tailored experience for each donor. Hear key metrics from millions of communications about the power of personalization and how it can more than triple open rates. And hear how St. John's University transformed engagement with new technology that allows for personalization at scale. It's time to do donor engagement smarter, and if you're ready to ignite the passion of individual supporters using new tactics, this session is for you.
Speakers: Solomon Grey, Senior Project Manager, RNL, Nicholas Herman, Vice President & Consultant, Ruffalo Noel Levitz
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 2Level 1
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipMachine Learning and Artificial IntelligenceData AnalysisInnovation
Communications and Marketing
Fundraising
Tuesday, March 26, 2024
10:15 AM - 12:30 PM ET

Data Enrichment to Drive Insights and Equity: Hands On Data Analysis Lab

Amid rapid growth in data complexity and technology advancement, many organizations still struggle to manage, understand, and measurably improve their legacy and evolving data ecosystems. In this hands-on data lab, you will learn how to build flexible data enrichment models, reusable tools and repeatable processes to 1) establish a constituent data integrity index/baseline 2) explore, visualize and measure constituent data integrity 3) identify and prioritize opportunities to improve your overall data quality in systematic and sustainable ways towards insights, equity and efficiency.
Speakers: Rodger Devine, Assistant Vice President, Advancement Operations, Pomona College

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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
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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
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    • Community Colleges
    • College and University Foundations
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    • Volunteer
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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
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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
    • Membership Directory
    • Membership Tutorial Videos

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    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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