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Summer Institute in Alumni Relations 2024
Summer Institute in Alumni Relations 2024
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2:15 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: Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Ashley Budd, Director of Marketing Operations, Cornell University, Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign, Heidi Hansen McCrory, Vice President for Development, Furman University, William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation
3:30 PM - 4:15 PM CT
SIAR Kick-off and Faculty Introductions
Join us as we introduce our esteemed lineup of faculty who will get you pumped up for an exhilarating Summer Institute in Alumni Relations experience! From thought leaders to industry experts, our faculty are poised to deliver engaging sessions that will inspire, inform, and invigorate you throughout the institute. Brace yourself for a weeklong journey of learning, networking, and innovation.
Speakers: Joycelyn Blizzard, Director of Multicultural Alumni Engagement, Bowdoin College, Reggie Bustinza, Executive Director of Operations and Alumni Engagement, Northern Illinois University Foundation, Erika Jordan, Vice President Alumni Engagement, Boston University, Shumiala Kinnear, Associate Vice President and Chief Development Officer, Alumni Association of the University of Michigan, Caryn Schultz Korman, Assistant Vice Chancellor of Alumni & Donor Engagement, University of Illinois Chicago, William Pierce, Associate Vice President of Alumni Engagement, Office of Alumni Engagement, The University of Toledo Foundation, Terrance Smith, Senior Director of Student and Young Alumni Engagement, University of Georgia (UGA) Division of Development and Alumni Relations, Katie Young, Director of Alumni Relations, Greenhill School
8:30 AM - 9:30 AM CT
All Institute Plenary: Diversity, Equity, Inclusion, and Belonging in Advancement
Speakers: Rob Henry, Vice President, People, Culture, and Talent, Council for Advancement and Support of Education
10:00 AM - 11:00 AM CT
CASE Insider's Guide - Utilizing Resources and Getting Involved
Whether you're just starting out or you’re a seasoned professional, join us as we explore our Summer Institute program and your CASE membership. We’ll talk through Institute community features and share tips to enhance your week in Madison. Discover how to leverage CASE's extensive educational opportunities, robust library, and volunteer opportunities to enhance organizational impact and your career.
Speakers: Katie Young, Director of Alumni Relations, Greenhill School, Terrance Smith, Senior Director of Student and Young Alumni Engagement, University of Georgia (UGA) Division of Development and Alumni Relations
10:00 AM - 11:00 AM CT
Know Your Campus VIPs (Very Important Partnerships)
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: Reggie Bustinza, Executive Director of Operations and Alumni Engagement, Northern Illinois University Foundation, Jen McGrath, Deputy Executive Director of Donor Engagement and Communications for Resource Development, MIT
10:00 AM - 11:00 AM CT
Equity-Minded Engagement
Curious how DEI practices can enhance your engagement strategy but unsure how to proceed? Join us to discover how to harness DEI data to elevate your alumni engagement efforts. Learn how to apply these insights to craft inclusive and meaningful experiences, identify and address the unique needs of alumni from diverse identities, and ensure that every interaction fosters a sense of belonging and community.
Speakers: Shalonda Martin, Senior Director of Advancement Services, Pomona College, Joycelyn Blizzard, Director of Multicultural Alumni Engagement, Bowdoin College
10:00 AM - 11:00 AM CT
Campaigns 101
Fundraising campaigns are complex organisms. To bring essential investment into our schools, we need to engage thousands of constituents who have a broad range of interests, varied connections to the institution, and very busy lives. (Not to mention the wide array of internal stakeholders on our campuses who require care and feeding, too.) So, where to start? Together let’s cover some of the basics, including that foundational document—the case for support— which will lead us into discussion of the business that underpins campaigns and communications that can bring our institutions—values, mission, character, hopes, and dreams—to life.
Speakers: David Gibson, Vice President, Communications & Marketing, Middlebury College, Jim Piatt, Senior Vice President, University Advancement and External Affairs, Elon University
10:00 AM - 11:00 AM CT
The Art of Storytelling
For more than 10,000 years humankind has been moved by great stories. Stories have changed the course of history, been used to right wrongs, and to educate new generations. Each of our educational institutions is bursting with powerful, meaningful stories. As advancement professionals, we have the opportunity and the challenge to capture this vital information and bring it to life. Many believe that the best fundraisers are also exceptional storytellers. This elective session will dive into the techniques and approaches that will help anyone learn to tell a great story, including time to role play what you’ve learned with your classmates!
Speakers: Skylar Beaver, Assistant Director of Advancement, The Lawrenceville School, Ravi Jain, Senior Associate Director, Digital Media and Web Development, Boston College
10:00 AM - 11:00 AM CT
Get Creative with AI
Looking for inspiration? In this session, you’ll see communication and marketing examples that use AI to solve problems, save time, spark creativity, and achieve successful outcomes. Plus, you’ll leave with a few AI best practices. Are you already getting creative with AI? As part of this session, you’re invited to share your AI success stories. Finally, you’ll hear about specific AI tools campuses are using now and what to look forward to trying next.
Speakers: Mike Barzacchini, Director of Marketing Services, Harper College
10:00 AM - 11:00 AM CT
Prospect Management Policy and Strategy
Collaboration crediting. Prospect assignment hierarchy. Portfolio assessment cadence. Prospect and portfolio transfer policies. These are just some of the Prospect Management (PM) relevant topics organizations wrestle with, whether their PM program is just starting out or has reach its maturity zenith. Join in the conversation on establishing PM policies and strategies from 3 perspectives: one with a fledging PM team, one with a mature PM program, and a gift officer's perspective on PM.
Speakers: James Cheng, Executive Director for Business Intelligence & Prospect, Strategies Development & Alumni Relations (DAR), Boston University, Jami Hougen Johnson, Senior Director, Prospect Management, Systems Training, and Decision Support, University of Chicago, Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio