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Summer Institute in Communications and Marketing 2024
Summer Institute in Communications and Marketing 2024
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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: Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Ashley Budd, Director of Marketing Operations, Cornell University, Heidi Hansen McCrory, Vice President of Development, Furman University, Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign, William Pierce, Associate Vice President of Alumni Engagement and Annual Giving, University of Toledo Foundation
3:30 PM - 4:15 PM CT
SICM Opening Session and Faculty Introductions
Speakers: Ashley Budd, Director of Marketing Operations, Cornell University, David Gibson, Vice President, Communications & Marketing, Middlebury College, Ravi Jain, Senior Associate Director, Digital Media and Web Development, Boston College, Matt Jennings, Editor, Middlebury Magazine and Editorial Director, Communications, Middlebury College, Dayana Kibilds, Vice President of Strategy, Ologie, Teresa Valerio Parrot, Principal, TVP Communications
4:30 PM - 5:30 PM CT
Advisory Group Meetings
Attendees will meet daily with advisory groups co-led by expert faculty members to debrief from the day’s learning and problem-solve in real-time.
8:30 AM - 9:30 AM CT
All Institutes Plenary: Diversity, Equity, Inclusion, and Belonging in Advancement: Understanding the State of Inclusion
Inclusive philanthropy requires deliberate actions that permeate throughout advancement organizations, but the current legislative and political climate is eroding these efforts. This session will help attendees understand “how we got here;” explore how advancement services, alumni relations, fundraising, and marketing and communication professionals can be active participants in DEIB advancement strategies, and how those new to the profession can develop a skill set that will add value to their organization.
Speakers: Rob Henry, Vice President, People, Culture, and Talent, Council for Advancement and Support of Education
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: Joycelyn Blizzard, Director of Multicultural Alumni Engagement, Bowdoin College, Shalonda Martin, Senior Director of Advancement Services, Pomona College
10:00 AM - 11:00 AM CT
Getting 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
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
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
Prospect Management Policy & 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, Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio