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  3. DRIVE 2024
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DRIVE 2024
DRIVE 2024
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  • Data Analysis(14)
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8 Results Found
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  • Machine Learning and Artificial Intelligence
  • Annual Giving
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

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
2:30 PM - 3:30 PM ET

Turning your D- Data into A+ Data: Improving your Data Quality by Assessing and Remediating

At our educational institutions, we use assessments and remediation for better student outcomes.
So, how can you improve your data outcomes?

In this session – we’ll cover how to leverage the data quality life cycle to improve your data.

By grading your data (on consistency, validation, and recency) and remediating the elements that aren’t passing the grade – you can ensure that every data outcome is "better".
Speakers: Christopher Amherst, Director, Data Management, University of Chicago
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 4Level 3
Topics: Alumni EngagementAnnual GivingData GovernanceData AnalysisInnovation
Advancement Services
Tuesday, March 26, 2024
2:30 PM - 3:30 PM ET

Data Deluge Dilemma: Creating a Reporting Ecosystem in a Unit Environment

Professional schools, nestled within the ecosystem of a larger university, face unique challenges in engaging their alumni base and fundraising for their priorities. Building a robust reporting infrastructure has become a strategic imperative for these institutions, given the intricate dynamics at play. In this presentation, we will delve into the journey of establishing a comprehensive reporting system for Yale Law School , seamlessly integrating giving data, prospect ratings, and gift officer metrics. What sets this initiative apart is its commitment to creating an intuitive reporting portal that empowers not only technical experts but also non-technical staff. We will explore the complexities encountered, the solutions implemented, and the transformative impact achieved, recognizing the distinct challenges and opportunities that arise when aligning the goals of a unit with those of a broader academic institution. Join us as we unveil a blueprint for data-driven decision-making that enables professional schools, as integral units within a larger university, to foster alumni relationships and drive philanthropic success with confidence and in harmony with the broader mission of the institution.
Speakers: Andrew Allred, Senior Vice President, Asia Pacific, Grenzebach Glier and Associates (GG+A), Dana Gresko, Vice President, Grenzebach Glier and Associates (GG+A), Kris Meyer
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 4Level 3
Topics: Annual GivingCampaign StrategiesMajor giftsPlanned givingReportingData Visualization and StorytellingData GovernanceData Analysis
Fundraising
Advancement Services
Tuesday, March 26, 2024
3:45 PM - 4:45 PM ET

RFM - Recency, Frequency, Monetary - Simple Clustering for Easy Segmentation

RFM analysis is a great first step to analyzing and grouping your donors. By summarizing their giving history and ranking by Recency, Frequency, and Monetary values, you can cluster donors into smaller comparable groups. This can help with identifying possible future prospects, searching for a target donor audience, and allow for more personal communications to each group.
Speakers: Jon Takahashi, Data Analyst, California Polytechnic State University, Craig Nelson, Director of Data & Systems, California Polytechnic State University
Competencies: Strategic Thinking
Experience Level: Level 1Level 2
Topics: Alumni EngagementAnnual GivingProspect ResearchData Analysis
Alumni Relations
Communications and Marketing
Wednesday, March 27, 2024
10:15 AM - 11:15 AM ET

Learning By Doing: Evaluating and Demystifying Artificial Intelligence

Across industries and in our personal lives, people are exploring the possibilities of generative Artificial Intelligence. In this brave new world, organizations are often independently developing policies around the use of tools like ChatGPT and Bard. Hear about institutional approaches; what peers wish they had known; and outcomes of early projects whether they were successful or not.
Speakers: Jennifer Buckey, Director of Business Intelligence, Dartmouth College
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: Level 4Level 5
Topics: Machine Learning and Artificial IntelligenceEthicsInnovation
Advancement Services
Wednesday, March 27, 2024
1:45 PM - 2:45 PM ET

A Home-Grown DX Ecosystem: Building a Sustainable Donor Pipeline

As personalized and curated experiences continue to take over digital and commercial spaces, donor engagement teams must continually innovate to keep up. All-in-one solutions can provide small teams with scalable platforms and comprehensive tools that drive results, but they often come with limitations in product development that don’t meet the needs of individual clients. Over the last year, Georgia State University’s Donor Engagement and Communications team has used data analysis, strategic engagement and personalized outreach to develop an internal donor experience program focused on long-term results: the acquisition and retention of mid-level donors with the aim of carrying them through the “murky middle” and establishing them as our next generation of major donors.
Speakers: Alison Mercer, Executive Director, Donor Engagement & Communications, Georgia State University, Hannah Davis, Pipeline Prospect Analyst, Georgia State University, Michael Rohling, Director, Advancement Communications, Georgia State University
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 4Level 3
Topics: Alumni EngagementAnnual GivingDonor Relations & StewardshipReportingData Visualization and StorytellingData AnalysisInnovation
Communications and Marketing
Fundraising
Wednesday, March 27, 2024
1:45 PM - 2:45 PM ET

An Exploratory Approach to Predictive Modeling

Much of the conversation about improving predictive models focuses on finding the optimal model technology, such as linear regression, logistics regression, classification trees, etc. We argue that there should be just as much focus on Exploratory Data Analysis (EDA) techniques by exploring, diagnosing and transforming the data - before, during and after the modeling process. We will also demonstrate how to apply different Exploratory Data Analysis (EDA) techniques to find optimal transformation and identify outliers.
Speakers: John Sammis, Senior Vice President, Data Analytics, CCS Fundraising
Competencies: Industry or Sector ExpertiseBusiness and Financial Acumen
Experience Level: Level 4
Topics: Machine Learning and Artificial IntelligenceData Visualization and StorytellingData Analysis
Advancement Services

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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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    • 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
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    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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      • Become a Host Institution
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      • Asia-Pacific
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      • 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
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      • 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! 

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