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  1. Home
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CASE Summer Institutes

Summer Institute in Advancement Services 2024

University of Wisconsin, Madison, WI | July 8 - 11, 2024
Summer Institute in Advancement Services 2024
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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!

Join the conversation #casesias

Why You Need to Attend

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

Meet Your Chair

Katie Harrell

Katie Harrell

Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign

Katie Harrell is the Senior Director of Strategic Planning and Organizational Development at the University of Illinois at Urbana-Champaign. An MBA-educated advancement leader, she brings a proven record of driving organizational change in complex, matrixed environments. Katie operates at the intersection of data, systems, and people—building infrastructure that empowers teams to perform at their highest level.

Katie’s work is guided by her commitment to building healthy, human-centered organizations where people thrive—because when individuals are supported, they fuel the future of the institution.

With a background spanning analytics, business operations, and fundraising strategy, Katie bridges the gap between technical implementation and strategic execution. Her work translates data into action and centers the individual contributor experience to drive institutional results.

Katie earned her MBA from the University of Wisconsin–Madison and her Bachelor of Music from the University of Louisville.

Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • 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
      • Sample Collections
      • 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
      • CASE Media Kit
    • 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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