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  3. Strategic Talent Management
Strategic Talent Management 2023 Header

All Sessions

Strategic Talent Management
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Topic

  • Communications & Marketing(1)
  • Organization & Management(4)

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Disciplines

  • Advancement Services(7)
  • Alumni Relations(1)
  • Fundraising(3)

Competencies

  • Business and Financial Acumen(2)
  • Integrity and Professionalism(10)
  • Emotional Intelligence(2)
  • Global and Cultural Competence(6)
  • Leadership(1)
  • Relationship Building(7)
  • Strategic Thinking(4)
11 Results Found
Tuesday, February 28, 2023
1:30 PM - 2:30 PM ET

Minimize Burnout and Get Happier at Work

As TM professionals, we carry such an incredible load of emotional labor, compassion and empathy for those we serve at our institutions. How might we put our oxygen masks on first to minimize burnout and find effective strategies for our personal employee engagement? Join executive coach Emili Bennett in this session, structured as a group coaching, to reflect on how to prioritize your wellbeing, minimize burnout, and share strategies with your employees on ways to find greater fulfillment and engagement at work.
Speakers: Emili Bennett, Vice President, Leadership Development, Bryant Group
Competencies: Integrity and ProfessionalismRelationship Building
Advancement Services
Tuesday, February 28, 2023
2:45 PM - 3:45 PM ET

Inclusivity in the Workplace: Living the Values Out Loud

Have you been in organizations where values are everywhere and nowhere? They are painted on the walls, but hard to see in action. This session, led by Harvard Alumni Affairs and Development, will help make organizational values the heartbeat of your advancement team. We will share experiences and outcomes from culture-building programs, operational infrastructure, intentional communications, recognition, and accountability. Facilitated by COO and Associate VP, Siovhan O’Connor; Talent Management Director, Brittany Wilhelm; and Associate Director, Manager & Employee Effectiveness, Melisa Holzman, this session sits at the intersection of leadership, coordination, execution, and iteration necessary to live organizational values out loud.
Speakers: Brittany Wilhelm, Director, Talent Management, Harvard University, Siovhan O'Connor, Associate VP, AA&D Resources and Chief Operating Officer, Harvard University, Melisa Holzman, Associate Director, Employee and Manager Effectiveness, Harvard University
Competencies: Global and Cultural CompetenceIntegrity and Professionalism
Topics: Diversity & Inclusion
Fundraising
Tuesday, February 28, 2023
2:45 PM - 3:45 PM ET

Small Shop, Big Dream: Onboard, Upboard & Offboard at Seton Hall University

What can a small shop do to build a culture of retention and referral? Onboard, 'upboard' and Offboard effectively. Seton Hall has implemented a comprehensive, streamlined and centralized divisional HR function with minimal budget, while providing substantial benefit to the team. Come learn how one person with ingenuity and effort can build a program to support candidates, hiring managers and employees through the complete recruitment cycle.
Speakers: Tara Hart, Senior Director, Administration, Seton Hall University
Competencies: Integrity and ProfessionalismRelationship Building
Advancement Services
Wednesday, March 1, 2023
9:30 AM - 10:30 AM ET

The TM multiplier- mini-me

The ideal ratio of Talent Management (TM) staff to staffing headcount varies by organisational need, but the general estimate is two TM staff per 100 employees. Given the current workforce challenges that TM staff are expected to address, TM staff must seek methods that amplify their contributions in the workplace.
Speakers: Bukky Gray, TM and HR Manager, University of Cambridge
Competencies: Business and Financial AcumenRelationship Building
Advancement Services
Wednesday, March 1, 2023
10:45 AM - 11:45 AM ET

Developing A Culture of Innovation, Engagement, Leadership, And Performance

After the entire world economy came to a standstill in 2020, University Executives, Economists and Thoughts Leaders all realized that we were entering into a very different context than even the wisest among us acknowledged about the dynamics of 21st century work life. Of all of the ideas that have been considered on ways to build and sustain a high performing workplace that consists of the most diverse and talented professionals available, one thing is for sure: creating a Culture of Innovation, Engagement, Leadership and Performance in a hybrid world presents unprecedented challenges and significant new opportunities .
Speakers: Ron Coverson, Director of HR, University of California, Berkeley
Competencies: Integrity and Professionalism
Topics: Diversity & Inclusion
Advancement Services
Wednesday, March 1, 2023
1:15 PM - 2:15 PM ET

Willkommen, Bienvenue, Welcome, C’Mon In: Onboarding for Success and Retention

Onboarding is a team sport in which managers and non-managers alike have an important role in contributing to a new staff member’s onboarding experience. An organized, thorough, and positive onboarding experience is critical for a new hire’s success and retention – but while an exciting time, it can also be overwhelming for both them and the existing team. This interactive session will provide strategies, tips, and templates for developing a standardized onboarding plan specific to your organization and team, no matter your role.
Speakers: Catherine Flaatten, Anne Dean, Assistant Vice President, Strategic Advancement Solutions, The George Washington University
Competencies: Global and Cultural CompetenceIntegrity and Professionalism
Topics: Diversity & Inclusion
Advancement Services
Wednesday, March 1, 2023
1:15 PM - 2:15 PM ET

How to Win the Final Rose in a Candidate's Market

Recruiting excellent talent during the Great Resignation and Quiet Quitting era has left even the most experienced recruiters and leaders on a roller coaster ride. Candidates have the upper hand and we oftentimes find ourselves vying for that Final Rose! Flexibility, higher pay, and a dynamic culture are just a few of the demands. Come join Caltech’s talent management team and AVP of Advancement Services to learn some tricks we have learned along the way including how to market a role, attract a diverse candidate pool, and develop the candidate experience...to take home the Final Rose!
Speakers: Katrina Onderdonk, Senior Director, Talent Management for Advancement and Alumni Relations, California Institute of Technology, Nathan Fay, Assistant Vice President of Advancement Services, Caltech, Susan Blaisdell, Associate Director of Talent Acquisition, Caltech
Competencies: Global and Cultural CompetenceIntegrity and Professionalism
Topics: Branding
Fundraising
Wednesday, March 1, 2023
2:45 PM - 3:45 PM ET

Building a Major Gift Culture Through Hiring and Training at an Emerging Shop

Recruiting major gift officers would be much simpler if new gift officers were easier to find. In this session, we will discuss a new approach to recruitment that explores ways to bring those without a fundraising background into advancement shops and help them flourish and thrive. By examining a case study from Louisiana State University and Advancement Resources, participants will learn the top three qualities new fundraisers should have (curiosity, grit, and professionalism), identify ideas for where to find these candidates, and gain new insights for how to equip them for success.
Speakers: James Corey, Assistant Vice President of Development, American University
Competencies: Integrity and ProfessionalismRelationship Building
Topics: Diversity & Inclusion
Fundraising
Wednesday, March 1, 2023
4:00 PM - 5:00 PM ET

A New Kind of Leadership: Serving the collective team by empowering the individual

The global pandemic transformed the way people work. You have watched your team do their best to meet the demands of the fast-changing times and recognize they are overwhelmed and burning out. As a compassionate and forward thinker, you recognize that engaged team members are essential to the advancement of a healthy organization. The task of refueling and preparing your teams to adapt has fallen to you. Learn how the UCLA Alumni Association introduced a coach-based leadership program for staff designed to develop self-empowered leaders and teams that move forward with confidence and ownership of their growth, and are ready to embrace the future.
Speakers: John Arboleda, Co-Founder & Coach, A New Kind of Leadership
Competencies: Global and Cultural CompetenceIntegrity and Professionalism
Alumni Relations
Wednesday, March 1, 2023
4:00 PM - 5:00 PM ET

Good Data In, Fewer People Out: Leveraging Talent Data to Foster Retention

Why is everyone leaving? It’s the question on the minds of talent managers everywhere, and it’s also the question on the minds of the executives, managers, and colleagues we serve. This session explores how data and talent metrics can be leveraged to track the health of your organization as team members move in, around, out of the organization. From compositional data to engagement surveys, recruitment metrics to exit interviews, and everything in between, we will look beyond pie charts and bar graphs to see the stories our data is telling. Knowing the story behind the data is the first, and most important, step to re-writing the ending.
Speakers: Bukky Gray, TM and HR Manager, University of Cambridge, Brittany Wilhelm, Director, Talent Management, Harvard University
Competencies: Integrity and ProfessionalismBusiness and Financial Acumen
Advancement Services

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    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.

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    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

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    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.  

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    • Global Individual Achievement Awards
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      • Previous Winners
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    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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    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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    See all membership benefits and contact us today! 

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