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Summer Institute in Alumni Relations 2023
Summer Institute in Alumni Relations 2023
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2:00 PM - 3:00 PM CT
CASE Summer Institutes Welcome and Opening Session
More than ever, the advancement disciplines rely on each other to ensure school and institutional success. Learn how cross-discipline collaboration works (and sometimes doesn't) from a panel of leaders in alumni relations, fundraising, advancement services, and communications and marketing. Discover the current state and coming trends in collaboration across advancement disciplines. Your institutes' chairs will share examples of how fundraising, advancement services, alumni relations, and communications and marketing
Speakers: Mike Barzacchini, Director of Marketing Services, Harper College, Heidi Hansen McCrory, Vice President of Development, Furman University, William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation
8:30 AM - 9:30 AM CT
All-Institutes Plenary: Practicing Diversity, Equity, Inclusion, and Belonging (DEIB) in Advancement
Inclusive philanthropy requires deliberate actions that permeate throughout advancement organizations. Advancement services, alumni relations, fundraising, and marketing and communication professionals will learn DEIB advancement strategies and work to develop a skill set that will add value to their organization.
Speakers: Jessica Elmore, Senior Director of Diversity, Equity, Inclusion, and Belonging Training (DEIB), CASE
10:00 AM - 11:00 AM CT
Did Someone Say Data? Metrics and Outcomes
Data is at the heart of many decisions we need to make in Advancement. Whether qualitative or quantitative, anecdotal or scientific, data should be the driving force behind the analysis of effective alumni and donor engagement. Data-informed strategies and tactics can lead to the outcomes you desire for your campus. During this session, we will discuss the importance of data and how to best leverage the information you have at your disposal to improve engagement outcomes.
Speakers: William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation, Sarah Schutt, Chief Alumni Officer, Wisconsin Foundation and Alumni Association and Executive Director of the Wisconsin Alumni Association, University of Wisconsin-Madison
10:00 AM - 11:00 AM CT
Know Your Campus VIPs - Very Important Partnerships
Curious? Good, you’re in the perfect profession. One of the greatest privileges of working in education is in a community filled with unbounded ambition. although most academic-development interaction centers around prospect and donor work, this session will explore ways we can cultivate meaningful relationships with members of the academic and campus community to strengthen fundraising potential and expand our intellectual curiosity. You can learn how to effectively identify who and how to approach them, maintain relationships, and build your own board of directors.
Speakers: Armin Afsahi, Vice President for Alumni Relations and Development, University of Chicago, Erika Jordan, Vice President, Alumni Engagement, Boston University
11:30 AM - 12:30 PM CT
Why Integrate DEIB into Alumni Engagement
Like many organizations, advancement leaders and teams are determining when and how to integrate diversity, equity, inclusion, and belonging (DEI&B) initiatives into program plans. Oftentimes, there is a question "why, do we need to...?" Not only is DEI&B work necessary, it should be integrated into every aspect of the plans, programs, events, and communications you execute. This session will help you to understand and be intentional in your efforts to create purposeful inclusion.
Speakers: Joycelyn Blizzard, Director of Multicultural Alumni Engagement, Bowdoin College, Erika Jordan, Vice President, Alumni Engagement, Boston University
2:00 PM - 3:00 PM CT
Show Me the Money! Understanding the Basics of Budgets
To advance in any field, a basic understanding of budgeting is a critical skill. Demonstrating solid budget management can also help you make the case to increase support for your programs. Whether you will be part of strategic budgeting conversations or responsible for managing a budget, knowledge of funding and the basics of financials, variance sheets, and budget planning will give you a head start to success. Attendees will walk away with resources and tools to make them more proficient and efficient with budgeting.
Speakers: Caryn Korman, Executive Director, University of Illinois at Chicago Alumni Association, William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation
2:00 PM - 3:00 PM CT
All A-Board! Alumni Board Management 101
Alumni board volunteers partner with alumni staff in executing institutional/departmental goals for the alumni community. Defining specific roles and responsibilities for each volunteer leads to their accountability for how to achieve those goals. Don’t miss this train, as we embark on an overview of strategic alumni board management while making stops to discuss operations, governance, and pipeline development for future board leadership.
Speakers: Joycelyn Blizzard, Director of Multicultural Alumni Engagement, Bowdoin College, Shumiala Kinnear, Associate Vice President and Chief Development Officer, Alumni Association of the University of Michigan
3:30 PM - 4:30 PM CT
We're Not Done Yet: Keeping Alumni Connected Through Career Services and Mentorship Programs
Now more than ever, alumni are looking at the value their institutions are providing for them today and ways in which they can serve and give back to support the university’s mission. A major opportunity to stay relevant and remain a resource for alumni is through career services and mentoring programs. This presentation will help you explore programs that meet and support alumni in their professional development journey.
Speakers: Caryn Korman, Executive Director, University of Illinois at Chicago Alumni Association, Terrance Smith, Senior Director of Student and Young Alumni Engagement, University of Georgia (UGA) Division of Development and Alumni Relations