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Summit for Leaders in Advancement 2024
Summit for Leaders in Advancement 2024
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1:00 PM - 2:30 PM ET
Welcome and Opening Keynote: Does the University have a Future?
In short, the answer is yes. But probably not in the form it takes today. The University will change its mission to emphasize “knowledge in place,” and its importance for creative place-making and economic development. It will become the principal site for the interface between human and artificial intelligence. It will shift its mission to concentrate on “making the future.” Given that the half-life of knowledge in the knowledge economy is ever-shrinking, there will no longer be “alumni;” rather, a student will be continually engaged with an institution to serve their unremitting need for knowledge acquisition. Because knowledge is playing a greater geostrategic role, the university will be a critical stakeholder in the global security system. The University is dealing with many significant challenges at the moment, from questions about its value proposition, to whether it adequately prepares the workforce, to its perceived ideological orientation. This presentation will be a visionary account of what the University can become.
Speakers: David Staley, Associate Professor of History, Design, Educational Studies, The Ohio State University
3:00 PM - 4:00 PM ET
Critical Issues in Admissions: SCOTUS, Legacy and Other Concerns
In this session, Dr. Pérez will explore the critical issues facing admissions processes in higher education. He will delve into the recent Supreme Court cases that have sparked debates on affirmative action and diversity in admissions, the controversial practice of legacy admissions and its impact on equity and fairness in the admissions process and much more. Join us for an insightful and thought-provoking discussion on the key issues shaping admissions policies and practices in today's academic landscape.
Speakers: Angel Pérez, CEO, National Association for College Admission Counseling
3:00 PM - 4:00 PM ET
Raising Funds or Raising Reputation? Why Not Both?
Historically, advancement efforts have focused on raising money and creating a culture of philanthropy among “the family” - engaged alumni and long-time supporters. Over the last decade, there has been a rise in “relationship-building campaigns”. These marketing-led efforts leverage paid and earned media and raise awareness and reputation among less engaged and less familiar audiences. The desired outcomes are higher rankings, more prestige, and larger enrollments. Purdue University has invested significant resources in building its reputation beyond higher education and has garnered attention from media outlets and industry segments. What impact has this had on Purdue For Life - the university's philanthropic and alumni engagement arm? And how have university marketing and advancement coordinated their efforts to fundraise, friendraise, and build Purdue’s global reputation? The panel will discuss how this trend in integrated communications can enhance the efforts of any college or university.
Speakers: Rebecca Boucher, Assistant Vice President of Brand, Marketing, and Creative Services, Rutgers University, Kelly Hiller, Vice President, Marketing, Purdue University, Bill Faust, President, Ologie, Jessica McKesey, Chief Marketing Officer, University of Maryland
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 5 - Expert
3:00 PM - 4:00 PM ET
Constructing An Enterprise-Wide Corporate Partnership Program
Most institutional leaders would agree that we are in a transformative period in higher education. Institutions must advance their value propositions while simultaneously engaging a changing workforce. Intentional new ways of doing business in a hybrid environment are essential to help us succeed. Partnerships both inside and outside of our institutions are important components of our collective success. The University of Central Florida (UCF) has developed an enterprise-wide corporate partnership program that addresses these issues. During this session, we will explore the problem, process, solution, and outcomes of the Pegasus Partnership program. Join us to learn more about how to implement a similar program on your campus.
Speakers: Christy Bertolo, Co-Founder, UNITE Corporate Engagement, Rodney Grabowski, Sr Vice President for Advancement & Partnerships; CEO UCF Foundation, University of Central Florida, Chris Svec, Co-Founder, UNITE Corporate Engagement
Competencies: LeadershipStrategic Thinking
Experience Level: Level 6 - Transforming Leader
3:00 PM - 4:00 PM ET
Generative AI in Advancement: Transforming Engagement and Philanthropy,
In an era where technology profoundly influences every aspect of higher education and institutional advancement, generative AI stands out as a groundbreaking force. This session aims to demystify and explore the potential of generative AI in revolutionizing advancement strategies. We will delve into practical applications, discussing how AI can enhance engagement, personalize outreach, and innovate in philanthropy. Our panel of leaders from diverse institutional backgrounds will provide real-world examples, showcasing AI's role in data-driven decision-making, alumni engagement, and fundraising. Attendees will gain insights into integrating AI into their advancement efforts, understanding both opportunities, implications, and ethical considerations.
Speakers: Stefan Byrd-Krueger, Chief Analytics Officer, ParsonsTKO, John Gough, Assistant Vice President of Advancement Data Operations, University of Texas at Austin, Heather Kopec, Executive Director, Annual Giving, Rice University, Christy Moss, VP of Membership and Marketing, University of Illinois at Urbana-Champaign, Jenny Cooke Smith, Sr.Director, CASE Insights Solutions, Council for Advancement and Support of Education
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 5 - Expert
4:15 PM - 5:30 PM ET
Afternoon Keynote: Fireside Chat with Anne Applebaum
Join us for a Fireside chat with Anne Applebaum, Pulitzer Prize winning historian, journalist and commentator on geopolitics, in conversation with CASE Chair-elect Fritz Schroeder. Applebaum is also an acclaimed author and her newest book, Autocracy Inc.: The Dictators Who Want to Run the World, will
be published on July 23, 2024.
Speakers: Anne Applebaum, Pulitzer Prize winning historian, journalist and commentator on geopolitics, Fritz Schroeder, Vice President, Development and Alumni Relations, Johns Hopkins University
8:30 AM - 9:45 AM ET
Presidents' Panel Key Session
Advancement is a strategic function that creates and moves forward connections between the institution and its constituencies. In order to do that well, advancement leaders must understand how institutional leaders think about their own work – and how they focus on the future in the midst of challenge and change. In this plenary session, CASE President and CEO Sue Cunningham will engage with educational leaders around those very themes: leadership, growing personally in that space, and leading while every eye is focused squarely on the institutional leader.
Speakers: Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Havidán Rodríguez, President, University at Albany, SUNY, Katherine Rowe, President, William & Mary, Michael Spence, AC, President & Provost, University College London
10:15 AM - 11:15 AM ET
Disagreeing Well
Educational institutions have always served as places where ideas and viewpoints have been explored and prodded, sometimes vehemently. The academy has encouraged this throughout history to advance knowledge and understanding. This elective session will explore how to ensure this fundamental aspect of our institutions remains steady even in a fraught public environment. Engage with leaders around how to set the tone and the parameters for disagreeing well at your institutions, and why it is vital to model civil – and civic – discourse in our communities.
Speakers: Randy Boyagoda, Vice-Dean, Undergraduate, Faculty of Arts and Science; Provostial Advisor on Civil Discourse, University of Toronto, Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Michael Spence, AC, President & Provost, University College London
10:15 AM - 11:15 AM ET
CASE Research Symposium sponsored by Huron/GG+A: The Imperative of Diversifying the Donor Pipeline – A Look at Recent Research and Current Practice, Part I
The focus of this year’s CASE Insights Research Symposium in Partnership with Huron | GG+A Global Philanthropy will present two sessions focused on the latest trends and practices on donor pipelines.
Part One will highlight academic research from the IUPUI Lilly Family School Of Philanthropy on giving patterns and building trust among diverse constituents. In Part Two, a panel of advancement leaders will then discuss why a diverse pipeline of donors is essential to your advancement future. The session will highlight the practical challenges of how we collect and utilize data and new approaches to engaging donors. This work is important not just to your annual fund or your campaign but the advancement profession as a whole.
Speakers: Una Osili, Associate Dean for Research and International Programs and Dean’s Fellow, Mays Family Institute on Diverse Philanthropy, Indiana University Lilly Family School of Philanthropy
10:15 AM - 11:15 AM ET
Bolstering Advancement and Communications Partnerships for Brand Resilience and Elevation
This interactive panel discussion emphasizes the importance of fostering robust partnerships between central development/advancement and marketing/communications divisions in the evolving higher education landscape. With shifting audience demographics and expectations, the discussion focuses on how university leaders can respond effectively to emerging challenges and opportunities. Panelists underscore the necessity of close collaboration between these teams to elevate and strengthen their institutions' brands. A disconnect between advancement and marketing divisions often leads to delayed responses, inconsistent messaging, and lost opportunities. The conversation reveals significant progress in the partnerships at Emory University and Georgia Tech, highlighting innovative ways to strengthen these ties. Panelists share insights on successful strategies and areas for improvement, discussing real-world examples to illustrate their efforts to integrate these departments more effectively. They emphasize the need for close collaboration, shared goals, and a unified approach to marketing and communications, ensuring their universities are well-prepared for future challenges. This session will serve as a platform for sharing best practices and learning from past experiences, paving the way for more robust, integrated collaboration between development/advancement and marketing/communications teams at major educational institutions. This collaboration is presented as a fundamental necessity in an era of rapid change and opportunity in higher education.
Speakers: Cutler Andrews, Senior Associate Vice President, Engagement, Communications, and Marketing, Emory University, Abbigail Tumpey, Vice President, Institute Communications, Georgia Institute of Technology, Luke Anderson, Vice President for Communications and Marketing, Emory University, Jennifer Howe, Vice President of Development, Georgia Institute of Technology, Teresa Valerio Parrot, Principal, TVP Communications
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 5 - Expert