Wednesday, October 2

8:30 - 9:00 AM    
Registration
Continental Breakfast

9:00 - 9:15    
Welcome    
•    Introductions
•    Logistics
•    Agenda for morning and rest of conference
•    Your expectations

9:15 - 10:15    
Overview and Trends    
•    Key management trends
•    Overview of the management process
•    Organizational building blocks
•    Leadership IQ self-assessment 

10:30 - 11:30    
Major Gift Department Strategic Planning    
•    Overview
•    Metrics 
•    Goal Setting and Planning

11:30 - 12:15 PM
Hiring a Winning Team    
•    Competencies
•    Diversity
•    Strategies

12:15 - 1:00    
Lunch Break (box lunch provided for preconference attendees)

Major Gift Strategies    

Noon – 1:00 PM
Conference Registration

1:00 - 1:15          
Welcome            

• Introductions
• Logistics
• Agenda for the conference
• Your expectations

1:15 - 2:00          
Major Gifts Overview and Trends             

• Key giving trends
• Overview of major gift process

2:00 - 3:00          
Discovery Visits

• Donor Philanthropic profile
• Strategic conversations
• Listening
• Getting the appointment and ending with next steps      

3:15 - 4:30          
Big Ideas and Storytelling             

• The role big ideas play in major gifts
• What if your Dean, Head, President doesn’t have any?

4:30 - 5:00          
Reflections on the day  

• Questions
• What worked for you?

5:00 - 6:00          
Networking reception

6:00                       
Dinner on your own       

8:00 - 9:00  AM         
Continental Breakfast   

• Networking Roundtables
• Gift Officers
• Managers

9:00 - 9:15          
Welcome Back  

• Agenda for the day
• Logistics

915 - 10:15         
Stewardship and Engagement   

• Defining our terms
• The role of leadership annual gifts
• Suite of stewardship and engagement opportunities
• Working with institutional partners

10:30 - 11:15     
Strategy Development 

• Overview
• Case study in small groups
• Debrief

11:15 - Noon      
Strategy Implementation            

• Visits and Strategic Initiatives
• When things go wrong
• Contact reports

Noon - 1:15      
Lunch on your own

1:15 - 2:15          
Break Out Session One (choose one)      

• Gift Officers: Life on the Road. Managing Your Time, Focus, Energy; portfolio management
• Managers: Managing your time as a gift officer and all your management responsibilities, delegating

2:30 - 3:30          
Break Out Session Two (choose one)      

• Gift Officers: Working with Volunteers
• Managers: Working with the Board, managing up

3:45 - 5:00          
Break out Session Three (choose one)   

• Gift Officers: Habits of Highly Effective gift officers; self-assessment and personal staff development plans
• Managers: Staff Development plans; strategic management conversations, stay conversations

5:15 - 5:30          
Wrap for the Day             

5:30                       
Conference Adjourns for the Day
Dinner on your own

8:00 - 9:00 AM           
Continental Breakfast   

• Roundtables
  • Gift officers
  • Managers

9:00 - 9:15          
Welcome Back  

• Leftovers from the day before
• Agenda for the day
• Logistics

9:15 - 9:45          
Planned giving as a Problem Solver         

• Overview

9:45 - 10:45        
Pre-solicitation 

• Lining up the Rights

11:00 - 11:45     
Solicitation conversation             

• Overview
• Blended or Layered Artful Solicitations
• The conversation

11:45 - Noon     
Wrap up              

• What are your takeaways
• What will you use when you get back to the office

Noon                    
Conference Adjourns

Registration is online only. CASE accepts payment by check or credit card for conference registration fees.

All prices shown above are in U.S. Dollars. If your preferred currency if not USD, the fee will display in your preferred currency at the start of the registration process. CASE accepts USD, CAD, AUD, SGD, EUR & GBP.

The hotel rate is not included in your conference registration fee. You are responsible for making your own hotel reservation.

Register Online and Pay by Credit Card

For Further Assistance

If you need assistance or to request an invoice, please visit the member support center, M-F, 9 a.m.-5 p.m. ET.

The hotel rate is not included in your conference registration fees. You are responsible for making your own hotel reservation. Book your room online. Occasionally, room blocks fill before the hotel deadline, although hotels may have additional rooms at a higher rate. Please make your reservation immediately to ensure the discounted rate and availability.

ROOM BLOCK WARNING

CASE Conferences have recently become the target of wholesaler companies trying to sell rooms for CASE Conferences. If you receive a phone call offering to make your reservation and take credit card information over the phone for a CASE Conference, do not conduct this transaction! You run the risk of arriving at the hotel and not having a reservation, or being unable to change or cancel your reservation without penalty, and possibly compromising your credit card details. It is recommended CASE Conference attendees follow the suggested channels for booking accommodation within the conference block following the instructions on this page.