2022 Summer Institutes

Summer Institute in Advancement Services 2023

University of Wisconsin, Madison, WI |
Register Online
Be a part of the tradition and kick off your career in advancement at CASE's flagship training program for early-career professionals in advancement services. This unique and intensive learning experience will provide you with the foundation you need to further your career and impact your institution.

Join us this summer to hit the books, review the basics, and start on your path to success!

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Hear what past attendees say about the Summer Institute in Advancement Services

“An incredible week of learning, connecting, and some laughing, too.”

“This conference is an opportunity to come together with your peers and learn about best practices. The faculty made the week worth it, and there were plenty of opportunities to continue networking outside of sessions.” 

“This was a fantastic conference. The topics were relevant to the work my colleagues and I do, and the presenters were informative, personable, and eager to help in any way. I'm new to advancement, and I'm so grateful I had the opportunity to get different perspectives, ideas, and the chance to meet people in similar jobs from around the nation.”

“An incredible week of learning, connecting, and some laughing, too.”

“This conference is an opportunity to come together with your peers and learn about best practices. The faculty made the week worth it, and there were plenty of opportunities to continue networking outside of sessions.” 

“This was a fantastic conference. The topics were relevant to the work my colleagues and I do, and the presenters were informative, personable, and eager to help in any way. I'm new to advancement, and I'm so grateful I had the opportunity to get different perspectives, ideas, and the chance to meet people in similar jobs from around the nation.”

“An incredible week of learning, connecting, and some laughing, too.”

Content Highlights:

  • Advancement Services Primer
  • Fundamentals of Gift Processing & Sticky Gifts
  • Building a Data-Centered Culture at Your Institution
  • Portfolio and Moves Management
  • Standard Reports, Metrics & KPI's
  • Gift Agreements & Compliance
  • Cyber Security & Data Governance
Carrie White
Institute Chair

Carrie White

Vice President of Technology, Information & Philanthropic Strategy, University of Cincinnati Foundation
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Institute US/Canada Advancement Services

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