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  3. Special Events in Advancement 2024
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Special Events in Advancement 2024
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The Special Events in Advancement conference is scheduled for June 16-18, 2024. Registration opens at Noon (local time) on June 16 and the conference will adjourn at Noon on June 18.

Sunday,
June 16, 2024
Monday,
June 17, 2024
Tuesday,
June 18, 2024

Sunday, June 16, 2024

12:00 PM - 1:00 PM ET

Conference Registration

Welcome to DC! Stop by the registration desk beginning at 12:00 p.m. to check in and pick up your conference materials.
Plenary
1:00 PM - 1:15 PM ET

Welcome and Stage Setting

Join us to meet the chair and faculty team, learn about our group of attendees, and discuss how to get the most out of your time in DC. All Tracks
Speakers: Shelley Baumgarten, Director of Alumni and Parent Engagement, The Hill School, Dusti Cermak, Executive Director, Events, University of Iowa Center for Advancement, Richard Farias, Director of Annual Giving, Alamo Colleges District, Natalie Ross, Senior Director of Alumni Events and Programs, University of Maryland College Park, Jenn Wright, Director of Events and Programming, Davidson College
Plenary
1:15 PM - 2:15 PM ET

Constituent Partnerships Panel

From vendors and colleagues to boards and volunteers, special event planners have a highly collaborative role. Join the faculty for an introductory panel and discussion on partnerships – the good, the bad, and the peculiar. All Tracks
Speakers: Shelley Baumgarten, Director of Alumni and Parent Engagement, The Hill School, Dusti Cermak, Executive Director, Events, University of Iowa Center for Advancement, Richard Farias, Director of Annual Giving, Alamo Colleges District, Natalie Ross, Senior Director of Alumni Events and Programs, University of Maryland College Park, Jenn Wright, Director of Events and Programming, Davidson College
Topics: Alumni EngagementDonor Relations & StewardshipVolunteer ManagementCommunications & MarketingEvent PlanningFundraisingSpecial EventsCommunity CollegesIndependent Schools
2:15 PM - 2:45 PM ET

Refreshment Break

2:45 PM - 3:45 PM ET

Elective Block #1 (choose one)

Elective Session
2:45 PM - 3:45 PM ET

Commencement Reimagined

Commencement had been evolving at UAlbany for several years as we saw shifts in graduate and audience behavior, institutional priorities, and event trends. Then COVID-19 hit, and UAlbany’s Office of University Events was tasked with creating a safe and meaningful in-person event amid a global pandemic. Commencement was reimagined, and the result was a unique and intimate experience focused on grads and their families that combined innovative ideas with traditional pomp and circumstance. The success of that experience has forever changed the landscape of UAlbany’s Commencement activities, and 2022 saw the debut of our school and college-based Stage Crossing Celebrations in the place of ceremonies, an improved version of our University-wide undergraduate degree conferral ceremony, and an institutional culture shift.

In this session, we will share our story and offer scalable takeaways and actionable ideas applicable to not only academic ceremonies but all types of university events. We will address event logistics and communications, faculty/staff participation and management, academic protocol, health and safety, customer service, graduate/family and faculty/staff feedback and ideas, financial management, data/metrics/ROI, leadership/change management, and more. We hope to inspire you and your institution to reimagine your Commencement! Advanced Track
Speakers: Christine Doyle, Director, University Events, University at Albany
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: BrandingSpecial EventsVolunteer Management
Communications and Marketing
Elective Session
2:45 PM - 3:45 PM ET

Creating Temporary Worlds to Engage Donors and Alumni

Attention campers! How a pop-up summer camp harnessed the power of experiential events to re-engage donors and alumni. Experiential. Immersive. Activation. We’ve all heard these terms around the event world but they are more than just buzzwords. What do they mean and how can they inform event strategy? What kind of budget do you need? What key moments take an event from ho hum to humming? How do you get buy-in from leaders, donors and alumni? We’ll break down the buzzwords, tackle those questions and walk away with a simple framework to bring elements of experiential to your own event portfolio. We’ll also learn how, with a modest budget, VCU incorporated experiential, immersive and activation elements into a pop-up summer camp that celebrated giving and built affinity through a new and unexpected shared experience. Intermediate Track
Speakers: Ashley Dow Burton, Executive Director of Signature Events and Experiences, Virginia Commonwealth University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3All Levels
Topics: Alumni EngagementBrandingDonor Relations & StewardshipSpecial Events
Fundraising
Alumni Relations
Elective Session
2:45 PM - 3:45 PM ET

From Cattle Call to White Glove: Event Customization for Multiple Audiences

In this session you will hear relevant examples of how The University of St. Thomas maximized a non-conference football game against the Harvard University at the historic Harvard Stadium to engage multiple audiences including alumni, mid and principal level donors for a weekend of activities and high-touch events resulting in an incredible ROI. Foundational Track
Speakers: Kristin Locketz, Assistant Director of Development, University of St. Thomas, Alisa Lamont, Associate Director of Donor Relations, University of St. Thomas
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: Alumni EngagementDonor Relations & StewardshipSpecial Events
Alumni Relations
Fundraising
3:45 PM - 4:00 PM ET

Transition Break

4:00 PM - 5:00 PM ET

Elective Block #2 (choose one)

Elective Session
4:00 PM - 5:00 PM ET

"Teamwork Makes the Dream Work": Partners and Technology for Large-Scale Events

Planning for a large-scale event and feeling a bit overwhelmed? We have all been there and can relate – having some helpful tools in our pocket allows this process to become manageable and memorable. This course will include information and resources in a three-pronged approach to creating a great guest experience and smooth event execution. These areas include campus partnerships, event technology and team contribution. Learn from years of experience on how to leverage campus partners to broaden your outreach and execute event logistics that seem too large for just one team. Get a glimpse at different event technologies and platforms that can simplify and streamline your workflow and WOW your guests. Understand key points on how to effectively contribute to planning meetings, lean on the strengths of team members to divide and conquer, “Teamwork Makes the Dream Work”. Foundational Track
Speakers: Nichol Chambers, Associate Director of Events, Rice University
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: Level 3
Topics: Alumni EngagementSpecial Events
Alumni Relations
Advancement Services
Elective Session
4:00 PM - 5:00 PM ET

Resonant for All: How Harvard Reimagined Its Scholarship Celebrations

Do scholarship recipients owe donors their stories? Is it the institution’s or the student’s responsibility to steward donors? What is higher education’s role in ethical storytelling? Questions like these, in concert with this important moment in time for our industry—when admissions policies and the cost of education are creating debate and disruption—signal a necessity to evaluate scholarship recognition practices and reconceptualize scholarship celebrations.

In this session, learn how Harvard University audited and reimagined its annual scholarship event to create an experience that put students and donors on equal footing, allowing them to come as their whole selves, while achieving the goals of the organization and its administration. From discovery, to strategy, to execution, to post-event analysis—learn which adjustments worked, which didn’t, and what Harvard learned in its first year of offering this reimagined event. Intermediate Track
Speakers: Kara Cafasso, Director of Events, Havard University, Jessica Miller, AVP, Strategic Initiatives, Level5 Events, Michael Preston, EVP, National Accounts, Level5 Events
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: Level 3Level 2
Topics: Donor Relations & StewardshipMajor giftsSpecial Events
Advancement Services
Elective Session
4:00 PM - 5:00 PM ET

Uniting Forces: Aligning Event Planning & Development Efforts for Donor Success

In this session, you will learn about practical and data-driven strategies that have been proven effective in promoting collaboration and trust-building between event and development professionals, resulting in tangible outcomes. By sharing ideas, information, and perspectives about alumni, you can create a more effective engagement strategy for current and potential donors, providing them with unique, impactful, and donor-centric special events and experiences. Come learn how alumni relations and special events teams can identify major gift prospects for development. Advanced Track
Speakers: Christine Kunkel, Director of Professional Programs, University of Maryland, Jay Meyers, Director, Leadership Annual Giving, University of Maryland
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3Level 4
Topics: Alumni EngagementDonor Relations & StewardshipMajor giftsSpecial Events
Fundraising
Alumni Relations
5:00 PM - 6:00 PM ET

Networking Reception

Join conference speakers and your colleagues to network and socialize after the first day of the conference. Drinks and light appetizers will be provided, as well as samples from local shops to give you a taste of DC.
6:00 PM - 6:00 PM ET

Conference adjourns for the day

Dinner on your own OR optional small group dinners; sign-up required
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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  • Learning
      • In-Person Events
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      • Past Events
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    • Present at a Conference

    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
      • CASE Files
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      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • Alumni for Higher Ed
    • All Resources

    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
    • Alumni for Higher Ed
    • 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
    • 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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