Preconference Workshops
Separate registration fee required. 

2:00-4:30 PM 
Women’s Leadership Preconference
New to Educational Advancement Preconference

4:45-6:00 PM
Preconference Networking Reception

6:00 PM
Dinner on Your Own 

8:00 AM–4:00 PM 
Registration

8:30–9:00 AM
Preconference Continental Breakfast

9:00–11:00 AM
Women’s Leadership Preconference
New to Educational Advancement Preconference 

11:00 AM–1:00 PM 
Lunch on Your Own

1:00–2:30 PM
Welcome and Opening Session Pitches
    
2:45–3:30 PM
Breakout Sessions (choose one): 

• Answers in The Form of a Question: Lessons for Advancement from A Game Show
• Purpose-Driven Alumni and Donor Events
• Podcasting and Mass Communicating in Higher Education
• Print Marketing: Create the Things You Wish Existed
• Coaching Faculty to Be Effective Storytellers
• Social Media Mistakes to Avoid and What to Do Instead

3:30–4:00 PM
Refreshment Break

4:00–4:45 PM
Breakout Sessions (choose one): 

• Development Professionals as Campus Representatives During Campus Crisis or Unrest
• Using Data to Make Decisions
• 5 Simple Steps to Update Your Giving Site and Drive More Donations
• Working on Major and Planned Gifts with Faculty
• How to Engage Your Foundation and College Leadership with (Easy to Do) Strategic Planning
• But Y Tho? Capturing the Attention of Young Alumni in Generation "Why" (and Z)

5:00–5:30 PM
State Meet and Greet

5:30–6:30 PM 
Welcome Reception with Corporate Partners

6:45–8:00 PM 
Dinner on Your Own

7:00 AM–4:00 PM
Registration

7:30–8:30 AM
Roundtables, Breakfast, and Announcements

8:30–9:30 AM
Keynote Session

9:45–10:30 AM
Breakout Sessions (choose one):

• Landing a School Naming Gift: What You and Your Dean Need to Know
• Our Future Fundraisers: 10 Things I Wish I Knew Before Working with Students
• The Beneficial Effects of Positive Organizational Scholarship & Mindfulness
• The Art of the Mea Culpa: Saying Sorry in the Not Sorry Era
• We're Cracking the Code on Marketing to Millennials and Gen Z
• Why Does Opportunity & Inclusion Matter? 
• How to Create Donor Surveys That Improve Your Fundraising
• Launch Your Campaign: A Road Map for Institutions on a Budget 
• How Social Listening Drives Strategy 
• Empowering your Physician to Make the Ask
• The Evolution of Corporate Donor Stewardship 

10:45–11:30 AM
Breakout Sessions (choose one):

• Swapping Places: Experiences of a Fundraiser Who Becomes a Donor
• Framework for the Future: Three Questions Driving the Donor
• Streamlining Communications Needs in a Growing Development Operation
• Building the Foundation for a Better Brand
• Being an Army of One and Making it Work
• Volunteers and Your Staff: Making Magic Happen
• Credit for Success: Giving, Getting, Sharing & Understanding
• Medical Faculty and Engaging Grateful Patients and Families
• CASE's Alumni Engagement Metrics Survey - Inaugural Results
• Navigating Complex Corporate Donor Relationships

11:45 AM–12:45 PM
District Awards and Business Lunch

12:45–1:45 PM 
Keynote Session

2:00–2:45 PM
Breakout Sessions (choose one):

• The Stories We Must Tell Ourselves and Others
• Do They Love or Hate Us? How to Measure Alumni Affinity
• Best Practices for Advancement Services and Frontline Fundraiser Partnerships
• Does your CCP need CPR? A Simple Way to Revive Crisis Communications
• Why are Marketing Professionals So Bad at Marketing Themselves?
• Doing Less with Less: Can This Be an Option?
• Re-imagine Reporting: Preparing for Giving Day Analysis
• Welcome Aboard: Best (& Worst) Practices When On-boarding New Team Members
• It’s the Anniversary of Your School – Engage Your Alumni in A Signature Event
• Growing O&I in Marketing

2:45–3:15 PM
Refreshment Break

3:15–4:00 PM
Breakout Sessions (choose one):

• What’s Driving Major Giving Success: Key Metrics, Balanced Portfolios and Performance Standards
• Worst Practices in Alumni Surveys (And How to Avoid Them)
• Restructuring Resource Development into Centralized Advancement Services
• How We Can Maximize Our Success Now, During and After the Transfer of Wealth
• Encouraging Engagement By Not Making It "All About You": An MIT Case Study
• Transforming a Development Team
• Mo' Money Mo' Problems
• Voluntary Support of Education Survey Results and Benchmarking
• Stop, Collaborate and Listen: Successfully Integrating Athletics and Advancement for Win-Win Results
• Development Board Training- Put YOUR Oxygen Mask on First
• The Art of Advancement
• Developing and Executing Successful P4 Projects

4:15–5:00 PM
Breakout Sessions (choose one):

• A Great First Visit from A to Z: The Magic of Good Discovery Work
• 10 Elements of a Successful Alumni Relations Program
• Marketing Memories: Planned Giving Messaging 
• Launching Compete LA: Attracting the Adult Learner
• The Donors of Tomorrow: Effective Ways to Engage Young Donors
• Focus on Staff Engagement – Building a Strong Foundation for Success
• Reaching Your Cruising Altitude: The "Sweet  Spot" in Fundraising and Development

5:30–6:45 PM
CASE Accolades Red Carpet Reception 

7:00–8:30 PM
Keynote Session and CASE Accolades Announcement 

8:30–11:00 PM
CASE After Party 

7:00 AM–12:00 PM
Registration

7:30–8:30 AM 
Roundtables, Breakfast, and Announcements 

8:30–9:45 AM
Keynote Session

9:30–9:45 AM
2021 Announcement

10:00–10:45 AM
Breakout Sessions (choose one):

• Recipe for Success: How to Thrive as A Fundraiser
• Selling Planned Gifts in a Strong Economy
• Stop #following and Start #trending: Modernizing and Future-Proofing Your Social Strategy
• Building the Dream Team with Academic Leaders: Best Practices to Increase Support and Activate Your Alumni
• So, You're Thinking of Planning a Capital Campaign? Essentials for Success!
• Open, Real and Honest Talk - O&I in Advancement Today

11:00–11:45 AM
Breakout Sessions (choose one):

• How to "Think Up" and Succeed in Fund-Raising
• Engaging Alumni Through Travel
• How to be Trusted as a Creative
• Collaboration is Key: Strategies for Building Faculty Engagement
• Social for Students, by the Students: Letting Students Build Their Own Online Presence

12:00–1:30 PM
Lunch and Keynote Session

With more than two-thirds of the international membership of CASE being women, CASE District IV believes that more strategic gender conversations should be made available to women in the profession. Topics of focus this year include authentic leadership and influence, women in management, building a brand, and supporting women’s leadership.

We invite you to register and join us for these strategic and thought provoking conversations.

Program

Saturday, February 29

2:00-4:30 PM
Workshop: Driving Results though Authentic Influence
Authenticity has become an over-used and under-valued word. Yet, without being ‘real’ and authentic our ability to influence and lead others remains elusive. Having the ability to effectively and authentically influence others is a core skill needed for any leader, regardless of position.

In this workshop, we will discuss how effective leaders inspire, persuade and encourage through their vulnerability and authentic approaches. We will highlight four key concepts which are vitally important to effectively influencing others and ultimately driving results.

1. How to be politically savvy, learning how to maneuver within your organization, and 3 key tactics to influence others.
2. How to promote yourself authentically and why this is relevant.
3. How to build a foundation of trust with your team and throughout your organization.
4. How to build your brand and leverage your network.

This workshop is geared for the professional who desires to influence others (not manipulate them) to drive greater results. The workshop will be fast paced and touch on key components on which to focus and resources will be provided for a deeper dive post the workshop.

Sunday, March 1

8:00-9:00 AM
Conversations: Coffee and a Book

Book group leaders will invite conference attendees to join them for coffee and conversation relating to a specific book, such as Becoming Michelle Obama, Dare to Lead, Girl Stop Apologizing, and The First-time Manager.
 

9:00-10:00
Panel Discussion: Managing Everything -- Homes, Offices, and Ourselves

Can women have it all? What does that even look like? And when we do get it, how do we manage it all?  Our lives become a constant array of managing people: those who work with us, those who live with us, and ultimately ourselves.  Hear the ups, downs, and lessons learned from female leaders who are managing offices, families, and careers.
 

10:00-11:00
Panel Discussion: The Power of Culture and Mentorship

Hear from CASE professionals as they discuss the importance and impact of positive mentoring relationships in a challenging environment. Learn more about how a positive and supportive environment can result in real change, which equates to stronger and more successful alumni relations and development programs.

Designed for educational advancement professionals with fewer than two years of professional advancement experience, this workshop is designed to explore the fundamentals of advancement and lays the groundwork for a successful career in this exciting profession.

Program

Saturday, February 29

2:00-3:30 PM
Advancement 101: Session 1
Meet other New to Educational Advancement (NTEA) participants. Obtain a better understanding of your NTEA colleagues, your career goals, and of your Advancement role at your school. Bring plenty of business cards to start your networking journey. And, in this session, you get to use your smart phone, so be sure to bring it.

3:30-4:30 
Prepare for Success: Networking
Networking is important to the success of your organization, and your career. Learn the nuts and bolts of effective networking. From learning to work a room effectively, to implementing essential follow up - you will leave this session with the skills for success in networking.

Sunday, March 1

8:00-9:00 AM
Breakfast Round Tables
At breakfast, find a Topic Table and deepen your relationship with colleagues as you explore challenges you may be facing a work. Bring an issue with you to discuss with your colleagues.

Table Topic Discussions:

• Management
• First time professional-young professional
• People transitioning to advancement from another field
• Small shop (less than 15 advancement employees)
• Large shop (15+ advancement employees)

9:00-10:00 
Advancement 101: Session 2
Explore philosophies, theories, and best practices in Advancement. Whether you are communications professional, data analyst, event manager, or front line fundraiser.  A member of CASE Headquarters will share how to maximize the CASE tools and resources available to help you work smarter.

10:00-11:00
Expert Panel 
Some of District IV greatest leaders in advancement will offer advice, wisdom, and guaranteed humor. Arrive prepared with questions and a curious spirit.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  The Beneficial Effects of Positive Organizational Scholarship & Mindfulness
  In this session, I will share the outcomes of my dissertation research findings and the beneficial effects of practicing mindfulness and utilizing positive organizational scholarship strategies to make decisions and lead your departments more effectively in an effort to lead your non-profit toward overall long-term success by increasing your perceived leadership effectiveness, non-profit performance and work-life balance practices.
• 10:45 – 11:30 AM
  Framework for the Future: Three Questions Driving the Donor (Joint session with Donor Relations)
  What are the emerging trends in our field? What are top shops focusing on? And what are the challenges that face our field? These questions all have answers. Join this thought leadership session to learn where we're headed in the future and to explore the challenges facing the field. Armed with information from three "pulse of donor relations" surveys spanning 9 years, examine the changing landscape of donor relations, our partnerships in fundraising, and what type of talent we need to drive our profession forward. This will be a high-level discussion with examples and evidence-based theories placed into practice.
• 2:00 – 2:45 PM
  Best Practices for Advancement Services and Frontline Fundraiser Partnerships
  Development work can be challenging. It's about building relationships. This session will give you some tips and practical advice on how to not overlook important relationships right next door! Your colleagues in Advancement Services have a wealth of experience and expertise that can make a frontline fundraiser's job more productive and efficient. On the flip side for AS professionals, our colleagues on the frontlines also have great insight and skills that can make us more effective in our roles which often entail policies, compliance, and process. Instead of struggling alone, let's utilize our collective knowledge to better our organizations!
• 3:15 – 4:00 PM
  Restructuring Resource Development into Centralized Advancement Services
  Identifying Advancement services and initiatives at many community colleges is difficult. At times, where few exist, functions may be overseen by various departments and divisions of the organizational structure such as student life for alumni engagement, marketing and public relations for corporate and community engagement and stewardship, business services for donations, or financial aid for scholarship management and coordination. As a result, community colleges are seldom recognized as facilitators of advancement as their counterparts at four-year institutions and functions of resource development offices are more limited to and recognized as the grants office

SUNDAY, MARCH 1

• 2:45 – 3:30 PM
  Purpose-Driven Alumni and Donor Events (Joint session with Donor Relations)
  As colleges look to stretch ever scarcer resources and shift funds from non-essential to essential programs, the need for purpose-driven programs and events has become more important than ever. Events can be a high impact way of engaging new donors, showcasing your university and its programs, and communicating important stories about donor impact. Events can be transformational, but it takes intentionality. This session will explore best practices of refining events strategies for more strategic engagement, using data to discern the who and what of your event schedule, minimizing cost without cutting impact and developing an event framework.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Our Future Fundraisers: 10 Things I Wish I Knew Before Working with Students (Joint session with Student & Young Alumni Engagement)
  Student philanthropy is proving to be an effective and meaningful way to engage future donors. Gen Z makes up the majority of the current college classroom, and 30% have already donated to an organization they are passionate about. Engaging with Gen Z requires advancement professionals to think differently about the current college student and consider how s/he can shift the narrative of philanthropic giving to better the university's mission. Combining three years of experience in student philanthropy, here are 10 things I wish I knew before working with students.
• 10:45 – 11:30 AM

  CASE's Alumni Engagement Metrics Survey - Inaugural Results (Joint session with Executive Track)
  In 2018 CASE published a white-paper on a proposed industry-wide framework for measuring alumni engagement. That work was led by a group of senior level CASE volunteers. The white-paper led to the creation of the CASE Alumni Engagement Metrics survey, launched for the first time in the summer of 2019. This session will highlight the key takeaways from the inaugural survey of alumni engagement metrics from across CASE's membership.

• 2:00 – 2:45 PM
  Do They Love or Hate Us? How to Measure Alumni Affinity (Joint session with Community College Forum) Graduation may be the start of lifelong relationships with alumni, but where does a community college start when the alumni voice is MIA? Learn how one community college found out if alumni were feeling the love through an affinity study that didn’t break the bank. Hear about the step-by-step process, sample tools, challenges and lessons learned for starting a new program.
• 3:15 – 4:00 PM
  Worst Practices in Alumni Surveys (And How to Avoid Them)
  While its always preferable to have your alumni research conducted by a professional, you may not always have the budget. Like many institutions, you probably do surveys on your own designed, written, and analyzed (if analyzed at all) by staffers with no expertise in research methodology or statistics. But flawed design produces flawed data which results in misleading conclusions and misinformed decisions. This session will review some common but easily avoidable mistakes in questionnaire and sampling design. The session will be interactive, with attendee participation and Q&A throughout.
• 4:15 – 5:00 PM
  10 Elements of a Successful Alumni Relations Program
  There is no "one size fits all" definition of a successful alumni relations program, but most effective alumni offices do well in the following categories: 1. Alumni database; 2. Multi-channel mass communication; 3. Personal communication; 4. Recognition & awards; 5. Programs & organizations; 6. Events (fun & serious); 7. Culture; 8. Cradle-to-grave focus; 9. Campus-wide alumni connectedness; 10. Strategic planning.
  
  This session will help those who are new to the alumni relations field (or wanting to assess an alumni relations office or program) think through the breath of key indicators and elements of good alumni work in higher education.

TUESDAY, MARCH 3

• 11:00 – 11:45 AM
  Engaging Alumni Through Travel
  People travel now more than ever, especially those with college degrees (meaning YOUR alumni!). Special travel opportunities arranged through the Alumni Office allows you to bring value to your alumni and facilitate their engagement both with their alma mater and fellow alumni. From charter bus trips to regional sporting events to international travel and cruises, alumni travel events can be a successful part of any alumni engagement program. With perspectives and experiences that span small to large universities, the presenters will offer helpful advice for starting and growing an alumni travel program at your institution that alumni will eagerly anticipate.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  How to Create Donor Surveys That Improve Your Fundraising (Joint session with Donor Relations)
  If you don’t regularly survey your target audiences, your fundraising efforts are merely educated guesses. And if your surveys aren’t carefully crafted, you’ll end up receiving misleading data. But done well, surveys can empower you with real, actionable, and surprising insights into what your current and prospective donors do, think, and need. Smart surveys can turn your fundraising strategy into a fine-tuned, sophisticated engine of revenue.
• 10:45 – 11:30 AM
  Volunteers and Your Staff: Making Magic Happen
  Whether you’re in a campaign, focused on meeting your annual fundraising goal, planning an event, or all of the above, one key to fundraising success is to fully engage your resources and network. In addition to your development staff, your administrators, faculty, trustees/boards, and other volunteers play an important role in helping your school meet its fundraising goals. Effectively empowering and leveraging your full workforce and knowing how to work together can create fundraising magic.
• 2:00 – 2:45 PM
  Re-imagine Reporting: Preparing for Giving Day Analysis
  How soon is the report on your day of giving due after the clock strikes midnight and the participant count peaks? Don’t let communicating the success of your event internally be an afterthought. Learn steps to take before, during and after your giving day to streamline data analysis and deliver a summary that leaves no question unanswered. We’ll also discuss how to select metrics to be included in your final report and common pitfalls to watch out for in those calculations.
• 3:15 – 4:00 PM
  Voluntary Support of Education Survey Results and Benchmarking
  1. Discover how to use 20 years of data about 1,000 institutions to understand fundraising outcomes among your peer and aspirant institutions. Anyone can do it. 2. Learn about the most-recent findings about fundraising outcomes in US Higher Education Institutions. 3. Understand national trends in US Higher Education fundraising outcomes and why they matter.
• 4:15 – 5:00 PM
  A Great First Visit from A to Z: The Magic of Good Discovery Work (Joint session with Development & Major Gifts)
  Through good discovery work, a prospect becomes more engaged and a gift officer is equipped with a roadmap for future engagement. This experience should be joyful and informative for a prospect and meaningful for a gift officer. Together we will build a plan and identify a set of tools for a gift officer to utilize in almost any first visit. Combining good listening skills and building upon foundational questions that create additional dialogue, we believe this session will prepare gift officers for what they do best: engaging great people in the life of their institutions!

SUNDAY, MARCH 1

• 2:45 – 3:30 PM
  Podcasting and Mass Communicating in Higher Education
  The presentation highlights the challenges with successfully developing, implementing, and marketing a university sponsored and faculty led podcast. How can universities make a successful podcast? Some lessons learned (so far!)
• 4:00 – 4:45 PM
  Using Data to Make Decisions
  We’ve all heard about data-driven decisions in marketing. But what data and what decisions? In this session, well talk about the types of data out there and how that data can be useful for marketers. This session is workshop style, so well work together to develop a plan to use data effectively. Hopefully, we’ll all leave with a few new ideas on how to incorporate data.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  The Art of the Mea Culpa: Saying Sorry in the Not Sorry Era
  We talk a big game about transparency and honesty, but when it comes down to it, we rarely admit mistakes or acknowledge problems. And when we do, we almost always shift the blame. What would happen if an Advancement Office came out and admitted an actual problem...and owned it? Asked for help solving it? How do you say sorry while still protecting the brand and without damaging the mission? In this session, we'll walk through some recent examples, and create space for dialogue on when a mea culpa is appropriate, and strategies for how to do it right.
• 10:45 – 11:30 AM
  Streamlining Communications Needs in a Growing Development Operation
  Texas Developments Marketing and Communications team was created to serve the needs of a quickly growing, high-performing development operation with equally high expectations. Early on, we realized that to support fundraising at this volume and pace we’d need to arm our colleagues with easy-to-use communications tools that met their needs while limiting the demands on our team. At this session well walk you through our research and development process, show our campaign communications toolkit (and templates to support areas like donor relations and major/leadership giving), and share what we’ve learned so far.
• 2:00 – 2:45 PM
  Does your CCP need CPR? A Simple Way to Revive Crisis Communications
  Having a Crisis Communications Plan (CCP) is critical, but keeping the plan’s steps top-of-mind for rapid recall when you need it is tough. Unless it’s practiced or used frequently, the CCP just lives in a file until all hell breaks loose, and then you find yourself scrambling to review it while media are parked outside urgently awaiting your response. Simplifying steps and assigning an acronym to your CCP can make your plan memorable and user-friendly. SMU Director of Strategic Communications Dianne Anderson outlines four easy-to-remember steps to disseminate accurate information during an emergency in a timely manner.
• 3:15 – 4:00 PM
  Encouraging Engagement By Not Making It "All About You": an MIT Case Study (Joint session with Marketing)
  In a congested social media landscape, do you ever feel like all the time you put in is hardly making a dent? 6 years ago, MITs Computer Science and Artificial Intelligence Laboratory (CSAIL) had 4,000 Twitter followers and virtually no engagement. But by dramatically revamping our strategy and thinking critically about our target audiences, we now have more than 100,000 followers and earn 100+ retweets per post. Come learn how we turned our account from a self-promotional one-way platform into a fun, tech-savvy resource - and pick up some concrete tips on creating more engaging content for your own institutions.
• 4:15 – 5:00 PM
  Launching Compete LA: Attracting the Adult Learner (Joint session with Marketing)
  In 2019, the University of Louisiana System launched Louisiana's premier adult re-engagement program. Learn about the lessons learned in the first year of marketing Compete LA including brand development; how the System garnered leads using existing data; how important it is to refine communication flow to increase chances of re-enrollment; and launching a successful program with few marketing dollars.

SUNDAY, MARCH 1

• 4:00–4:45 PM
  How to Engage Foundation and College Leadership With (easy to do) Strategic Planning
  We have all heard "Plan Your Work and Work Your Plan," but what does that mean really? How can you engage your College and Foundation Leadership in simple, effective planning that engages staff, leadership, donors, and prospects and results in focused and active fundraising?     

MONDAY, MARCH 2

• 10:45 – 11:30 AM
  Being an Army of One and Making it Work
  As a one-person Public Relations department, it is vital to build quality relationships with other employees to ensure you have the necessary support to create quality relevant content. During this session, Barbara Jenkins will talk through several tips and tricks she’s using to build campus collaboration without sacrificing quality.
• 2:00 – 2:45 PM
  Do They Love or Hate Us? How to Measure Alumni Affinity (Joint session with Alumni Relations)
  Graduation may be the start of lifelong relationships with alumni, but where does a community college start when the alumni voice is MIA? Learn how one community college found out if alumni were feeling the love through an affinity study that didn’t break the bank. Hear about the step-by-step process, sample tools, challenges and lessons learned for starting a new program.
• 3:15– 4:00 PM
  Developing and Executing Successful P4 Projects
  P4 projects — Public, Private, Philanthropic Partnerships — are on the rise at higher education institutions as an alternative funding mechanism. This session will explore the definition of a P4 project, the steps necessary for securing the private funding through fundraising, and the lessons learned when structuring philanthropic gifts as a mechanism for building new structures on a college campus.
• 4:15– 5:00 PM
  Reaching Your Cruising Altitude: The "Sweet Spot" in Fundraising and Development
  When it comes to rebuilding a community college institutional advancement department, it often feels like you’re building the plane while flying it. Learn from Community College Advancement Executive about how they are successfully climbing to cruising altitude - known as the “sweet spot” in fundraising and development while trying to rebuild the foundation’s structure. In this day of declining state support and enrollment challenges in higher education, community college professionals have to out hustle, out think, out-perform, and outlast other, sometimes larger advancement shops. This session is best for institutional leaders and advancement professionals who are beyond the basics but aiming to rebuild their department. Sit Back, Relax, and Enjoy the Flight!

SUNDAY, MARCH 1

• 4:00 – 4:45 PM
  How to Engage Your Foundation and College Leadership With (Easy to Do) Strategic Planning
  We have all heard "Plan Your Work and Work Your Plan," but what does that mean really? How can you engage your College and Foundation Leadership in simple, effective planning that engages staff, leadership, donors, and prospects and results in focused and active fundraising?

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Navigating Complex Corporate Donor Relationships
  Corporations no longer consider themselves to be simply donors to universities, but investors and business partners. Interactions between academic institutions and corporations are often confusing, challenging encounters between very different types of organizations that have contrasting missions, priorities, and cultures. As these partnerships become more complex with multiple touchpoints, they require a deliberate, proactive framework to manage these gifts. This strategic and continuous level of engagement is increasingly important to maintaining a collaborative, productive working relationship and facilitating timely, effective communication. University of Houston has developed strategies to navigate these relationships and ensure expectations are met and outcomes are realized.
• 10:45 – 11:30 AM
  The Evolution of Corporate Donor Stewardship
  Corporations are focusing their social investment on compelling organizations that can be true partners. This entails creating opportunities for workforce development, research ventures, marketing, continuing education and business development. The University of Houston found itself addressing what it means to be an ideal corporate partner toward the end of its $1 Billion Here, We Go Campaign. UH expanded the practice of stewardship from just being about the responsible management of a gift to letting it serve as a catalyst for innovation. UH built a stewardship program around leadership donors ($5M+) and cultivated opportunities uniquely designed around corporate needs and interests.
• 3:15 – 4:00 PM
  Transforming a Development Team
  Panel presentation with members of the Houston Community College Foundation team to discuss transformation of Foundation development shop, incorporating key elements and activities such as team transition and new roles to implementing new processes and performance benchmarks. Panel to discuss the lifecycle of fundraising activity including the culture of philanthropy at college. Highlight activities to include implementation of Disaster Relief Fund, the launch of first-time Annual Giving Plan and associated fundraising plans.

SUNDAY, MARCH 1

• 2:45 – 3:30 PM
  Answers in the Form of a Question: Lessons for Advancement from a Game Show
  What is advancement? And what does a TV game show have to do with it? You may be surprised to learn that many of the same qualities that make you successful as an advancement professional can lead to (varying amounts of) fame and riches on Jeopardy! In this entertaining, informative, and interactive session, learn from a five-time Jeopardy! champion and veteran advancement leader how these two worlds have collided in his career, and how to apply the lessons of winning and losing on national television to your own professional journey.
• 4:00 – 4:45 PM
  Development Professionals as Campus Representatives During Campus Crisis or Unrest
  Development professionals are in a unique position to represent the institution to external constituents. During times of greater-than-usual external interest (landmark court cases, high profile hires or firings, legislative conflict, etc.) the role of development professional requires them to frame issues and respond to inquiries as official representatives of the institution, regardless of personal positions or opinions. This heightened level of responsibility requires a commensurate level of knowledge and understanding of the issues facing the institution.
   

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Landing a School Naming Gift: What You and Your Dean Need to Know (Joint session with Working with Academics)
  Gifts that result in a school being named for a substantial benefactor are historic, celebrated events on any campus. But what makes these gifts happen? This is likely on the minds of deans of every school that isn’t named (yet). The presentation highlights research findings on how high net worth individuals think about giving and applies these findings to numerous case studies of real school naming gifts. Both presenters in this session have extensive experience in these remarkable and coveted gifts. Attendees will leave this session with ideas for potential donors, cultivation strategies, and when to start the gift conversation.
• 10:45 – 11:30 AM
  Swapping Places: Experiences of a Fundraiser Who Becomes a Donor
  Hear how a widower who wanted to honor his late wife swapped places from being the fundraiser to the donor and how it changed his perspective on dealing with major gift donors, particularly those who have lost a loved one.
• 2:00 – 2:45 PM
  The Stories We Must Tell Ourselves and Others
  This session will highlight the importance of storytelling as a key tenet to growing a culture of philanthropy. During this session, you’ll learn how storytelling can help your donors understand the life-changing work we do and is a critical component as we all seek to raise more money and connect with donors. 
• 3:15 – 4:00 PM
  What’s Driving Major Giving Success: Key Metrics, Balanced Portfolios and Performance Standards
  Leaders today need to be competent in leveraging massive amounts of data to make better decisions while balancing human nature, politics and real-world time management challenges. Michael Edwards, AVC of Development at TCU, and Doug Cogswell, President, ADVIZOR Solutions, Inc. will join forces to present their work together. Doug will present broad-based industry research. Mike will share his journey to capture, view, and use his data to reveal what he didn’t know, determine what else he should be asking, focus on true performance drivers, and move to a process of much more open and transparent team discussions.
• 4:15 – 5:00 PM
  A Great First Visit from A to Z: The Magic of Good Discovery Work (Joint session with Annual Giving)
  Through good discovery work, a prospect becomes more engaged and a gift officer is equipped with a roadmap for future engagement. This experience should be joyful and informative for a prospect and meaningful for a gift officer. Together we will build a plan and identify a set of tools for a gift officer to utilize in almost any first visit. Combining good listening skills and building upon foundational questions that create additional dialogue, we believe this session will prepare gift officers for what they do best: engaging great people in the life of their institutions!
   

TUESDAY, MARCH 3

• 10:00 – 10:45 AM
  Recipe for Success: How to Thrive as a Fundraiser
  Wish more donors would respond to your emails? Ready to have donor conversations that move toward the right gift faster? Want to be more productive and organized at your desk? This session is for you! Whether you're 6 months or 6 years into your fundraising career, you’ll find value in our proven email formula, specific tips to boost your confidence in every donor meeting and practical tools to use at your desk, every day, to help you raise more money and thrive in this amazing (yet, mysterious and challenging!) career.
• 11:00 – 11:45 AM
  How to "Think Up" and Succeed in Fundraising
  Everyone can "think up". We have to learn to cultivate that ability to think more creatively and put our heads together to succeed. This was first encouraged during WWII when Alex Osborn wrote a little book on brainstorming for the war effort. As he says, "It's easier to tone down a wild idea than to think up a new one". This session will show you how that applies to fund-raising and learn concrete ways to think up big, bold, exciting ideas and time-proven methods of putting those ideas to work making contacts, cultivating relationships, and closing the deal.

SUNDAY, MARCH 1

• 2:45 – 3:30 PM
  Purpose-Driven Alumni and Donor Events (Joint session with Alumni Relations)
  As colleges look to stretch ever scarcer resources and shift funds from non-essential to essential programs, the need for purpose-driven programs and events has become more important than ever. Events can be a high impact way of engaging new donors, showcasing your university and its programs, and communicating important stories about donor impact. Events can be transformational, but it takes intentionality. This session will explore best practices of refining events strategies for more strategic engagement, using data to discern the who and what of your event schedule, minimizing cost without cutting impact and developing an event framework.
• 4:00 – 4:45 PM
  5 Simple Steps to Update Your Giving Site and Drive More Donations (Joint session with Marketing and Social Media & Web)
  Does your giving website leave donors with a poor impression of your organization? Do they get lost in a sea of text? Are you having trouble securing the support needed to update your site? We will share five simple steps to get your leadership on board, improve the user experience and increase giving.
   

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  How to Create Donor Surveys That Improve Your Fundraising (Joint session with Annual Giving)
  If you don’t regularly survey your target audiences, your fundraising efforts are merely educated guesses. And if your surveys aren’t carefully crafted, you’ll end up receiving misleading data. But done well, surveys can empower you with real, actionable, and surprising insights into what your current and prospective donors do, think, and need. Smart surveys can turn your fundraising strategy into a fine-tuned, sophisticated engine of revenue.
• 10:45 – 11:30 AM
  Framework for the Future: Three Questions Driving the Donor (Joint session with Advancement Services)
  What are the emerging trends in our field? What are top shops focusing on? And what are the challenges that face our field? These questions all have answers. Join this thought leadership session to learn where we're headed in the future and to explore the challenges facing the field. Armed with information from three "pulse of donor relations" surveys spanning 9 years, examine the changing landscape of donor relations, our partnerships in fundraising, and what type of talent we need to drive our profession forward. This will be a high-level discussion with examples and evidence-based theories placed into practice.
• 2:00 – 2:45 PM
  Doing Less with Less: Can This Be an Option?
  In today's higher education environment, it's becoming harder and harder to raise money when resources such as budgets and staff are being reduced. "Doing More with More" has evolved to "Doing More with Less" and eventually to "Doing Less with Less." Today working smarter with less is not just encouraged but required. This session will introduce and discuss solutions for raising more money and engaging donors and prospects with less.
• 3:15 – 4:00 PM
  Mo' Money Mo' Problems
  So, you want a big transformational gift? Great, what happens when it goes wrong? We hear about nonprofits that have failed to abide by a donor's intent, which can lead to lawsuits, bad press, as well as donors whose affiliation with our institution may no longer be a positive one. What is our obligation and what happens if we find ourselves on the news? What is the role donor relations plays and how do we let our partners know they're wading into danger? How do we not become blinded by money?
• 4:15 – 5:00 PM
  The Donors of Tomorrow: Effective Ways to Engage Young Donors (Joint session with Student & Young Alumni Engagement)
  Young people are our future (donors), but many of us are simply overlooking them. While most resources are allocated to big-dollar donors, you should also have a plan to engage Millennials and Gen Z in your mission to ensure the long-term sustainability of your fundraising. Well discuss the perils of ignoring younger audiences when it comes to donor cultivation and ways to turn these generations into donors. Well also walk through inspiring examples of how organizations are using dynamic campaigns to reach young audiences and to generate mission-fueling revenue, and how you can incorporate these tactics into your organization.
   

TUESDAY, MARCH 3

• 10:00 – 10:45 AM
  So You're Thinking of Planning a Capital Campaign? Essentials for Success!
  Many organizations consider a Capital Campaign, but don’t know where to begin. This session will explore what to do and where to begin when planning for your Capital Campaign. This presentation will discuss the importance of a feasibility study, creating a gift chart, naming opportunities, what to do during the quiet phase, and how to launch the public phase.

MONDAY, MARCH 2

• 3:15 – 4:00 PM
  How We Can Maximize Our Success Now, During and After the Transfer of Wealth
  "This "How To" session will: - Explain What the Transfer of Wealth is and the latest statistics -How to Prepare for the Transfer of Wealth Happening Now -What we Need to Do As the Transfer of Wealth increases to maximize the philanthropic support to our organizations -What we Need to Do After the Transfer of Wealth is fully realized"
• 4:15 – 5:00 PM
  Marketing Memories: Planned Giving Messaging 
  Whether you have a robust planned giving program, a one-person shop, or utilize an all hands-on deck approach to planned giving, think of this session as a PG think tank! You’ve sent out emails, spent thousands of dollars on print materials and top-of-the line software, yet you’re not seeing the return on investment in the planned giving program? This open dialogue session on marketing donor memories and encouraging others to invest in their own memories.
   

TUESDAY, MARCH 

• 10:00 – 10:45 AM
  Selling Planned Gifts in a Strong Economy
  The economy is continuing to grow and the stock market is near record levels - so what type of donations make the most sense during this economic boom? From "Gift Planning" tactics to encourage gift officers to seek donations from appreciated assets to "Planned Giving" strategies to help you better market gift annuities and income-stream trusts - we will explore ways to help your shop make a case for philanthropy in this thriving economy.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Launch Your Campaign: A Road Map for Institutions on a Budget 
  Comprehensive campaigns can be daunting. This session will simplify a comprehensive campaign into the most essential components for success. We will stock your toolkit with best practices and examples for your feasibility study, needs assessment, timeline, statements of intention, case for support, volunteer structure and support, solicitation training, major gift strategy, campaign counting guidelines, public launch, and stewardship.
• 10:45 – 11:30 AM
  CASE's Alumni Engagement Metrics Survey - Inaugural Results (Joint session with Alumni Relations)
  In 2018 CASE published a white-paper on a proposed industry-wide framework for measuring alumni engagement. That work was led by a group of senior level CASE volunteers. The white-paper led to the creation of the CASE Alumni Engagement Metrics survey, launched for the first time in the summer of 2019. This session will highlight the key takeaways from the inaugural survey of alumni engagement metrics from across CASE's membership.
• 10:45 – 11:30 AM
  Credit For Success: Giving, Getting, Sharing & Understanding
  As advancement leaders, we deal daily with hard credit, legal credit, soft credit and even academic credit, but this session is about something with far deeper and more powerful emotional and social implications: credit for success. This session will explore the psychological and professional implications for an individual or a team when credit is given, withheld or shared and apply those insights to advancement teams. As we build our work around goals and our development evaluations on dollars, donors and gifts, we must build a culture that properly manages the credit that accompanies successes, large and small.
• 2:00 – 2:45 PM
  Welcome Aboard: Best (& Worst) Practices When On-boarding New Team Members
  We can do anything in higher education - except tell people what we do. When it comes to helping new team members learn the organization and advancement, sometimes it's just easier to throw a binder at them, give them a tour, and wish them well with their new portfolio of tasks and deadlines. This session will explore best practices and theories for helping new team members learn more than just their tasks: how to integrate into their team cultures and creating the best foundation for success. There will be time for breakout discussions, sharing successes and areas for improvement.
• 3:15 – 4:00 PM
  Stop, Collaborate and Listen: Successfully Integrating Athletics and Advancement for Win-Win Results
  While the objectives of athletics and advancement aren't always aligned, a healthy relationship between them can ensure success for both. After all, they really are on the same team. At Lamar University, athletics and advancement have developed a highly collaborative and communicative approach that has led to joint visits and gifts, active involvement in each other's events, and a commitment to working towards what is best for the institution as a whole. This session will include important perspectives from both sides of the equation along with helpful tips you can take home and apply at your institution.
• 4:15 – 5:00 PM
  Focus on Staff Engagement – Building a Strong Foundation for Success
  As leaders make strategic investments to drive success, often the focus is on the organization’s mission and outward initiatives. In this case, a leader, new to an organization, engaged in a change initiative to focus on workplace climate as a foundation for increased success in engagement and fundraising. In partnership with human resources and organizational development colleagues, leadership improved trust, constructive and productive feedback, and talent development. The dedication throughout the organization are turning the results inside out, as evidenced by new organizational metrics.

SUNDAY, MARCH 1

• 2:45 – 3:30 PM
  Print Marketing: Create the Things You Wish Existed
  Join Slate Group for an interactive and educational printing experience. Whether youre new to the world of printing, looking for some inspiration, or just new to marketing, well guide you through the creative side of print. We want to empower you as a decision-maker just as much as we want to inspire you with new ideas, paper choices, and ideal techniques that will make your marketing POP and help you better connect with your audience. Be prepared to be inspired.
• 4:00 – 4:45 PM
  5 Simple Steps to Update Your Giving Site and Drive More Donations (Joint session with Donor Relations and Social Media & Web)
  Does your giving website leave donors with a poor impression of your organization? Do they get lost in a sea of text? Are you having trouble securing the support needed to update your site? We will share five simple steps to get your leadership on board, improve the user experience and increase giving.
   

MONDAY, MARCH 2

• 9:45 – 10:30 AM

  We're Cracking the Code on Marketing to Millennials and Gen Z
  Marketing to millennials and Gen Z can be difficult. From short attention spans to a research-focused buying process, it is getting harder and harder for schools to get in touch with these hard-to-crack generations. Drawing on his experience working with hundreds of schools worldwide, Finalsite Chief Evangelist Rob DiMartino will help you understand how millennials and Gen Z think and behave, and how to use that understanding to improve you marketing, communications, and advancements initiatives. We will look at case studies of your peer schools who are having success, explore trends, best practices, and strategies for engagement.

• 10:45 – 11:30 AM
  Building the Foundation for a Better Brand
  Getting community buy-in for an institutional branding effort can be a difficult—but critical—step in shaping the university’s image and perception. In 2015, The University of New Mexico launched its first institution-wide brand initiative, which was built by and has been widely adopted by the University community. Learn from our successes and struggles throughout planning and implementation and hear our approach to brand management.
• 2:00 – 2:45 PM
  Why are Marketing Professionals So Bad at Marketing Themselves?
  Not crazy about bragging on yourself or your office accomplishments? Learn how one university developed an internal communications strategy that all helped them raise awareness and get the respect they deserved.
• 3:15 – 4:00 PM
  Encouraging Engagement By Not Making It "All About You": an MIT Case Study (Joint session with Communications)
  In a congested social media landscape, do you ever feel like all the time you put in is hardly making a dent? 6 years ago, MITs Computer Science and Artificial Intelligence Laboratory (CSAIL) had 4,000 Twitter followers and virtually no engagement. But by dramatically revamping our strategy and thinking critically about our target audiences, we now have more than 100,000 followers and earn 100+ retweets per post. Come learn how we turned our account from a self-promotional one-way platform into a fun, tech-savvy resource - and pick up some concrete tips on creating more engaging content for your own institutions.
• 4:15 – 5:00 PM
  Launching Compete LA: Attracting the Adult Learner (Joint session with Communications)
  In 2019, the University of Louisiana System launched Louisiana's premier adult re-engagement program. Learn about the lessons learned in the first year of marketing Compete LA including brand development; how the System garnered leads using existing data; how important it is to refine communication flow to increase chances of re-enrollment; and launching a successful program with few marketing dollars.
   

TUESDAY, MARCH 3

• 10:00 – 10:45 AM
  Stop #following and Start #trending: Modernizing and Future-Proofing Your Social Strategy (Joint Session with Marketing)
  Join Michael and Nick from Texas A&M University where they will dive into the world of digital engagement and show you how they’ve gotten @TAMU to be a global leader online. Nick will first set the bar for what your brand should look and sound like in 2019/2020. Then Michael will give his predictions on where this digital world is headed in the next five years and how you can start heading there. You’re guaranteed to laugh as these two friends and co-workers rant and rave about our crazy hyper-connected world.
• 11:00 – 11:45 AM
  How to be Trusted as a Creative
  Being a creative can be hard in higher education. Internal team members often aren’t trusted as much as an outside agency. So how do you bridge the gap and build trust with your institutional clients? In this session, Felisha Weaver will give you a number of practical tips for building and maintaining confidence in your work as a creative.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Empowering your Physician to Make the Ask
  Carol Weisman will share information about how to engage your institution’s clinical, research and healthcare education faculty and staff teams in the art and science of fundraising.
  Session Takeaways 
  1. The phrase that pays: Words that trigger giving 2. Understanding why faculty don’t give philanthropically 3. How to coach and educate your leadership to build a partnership with the fundraising teams.
• 10:45 – 11:30 AM
  Medical Faculty and Engaging Grateful Patients and Families
  This session will present the key framework for faculty and physician engagement to be effective in engaging grateful patients and families. Content will include understanding the philanthropic motivation of grateful patients and families, the role of faculty in this process and practical skills for coaching faculty to overcome discomfort.
• 2:00 – 2:45 PM
  It’s the Anniversary of your School – Engage Your Alumni in A Signature Event
  In this presentation, attendees will hear from Sabrina York, who will discuss how UT Health San Antonio utilized a moment in their history to involve their Alumni in an annual community celebration. She will provide helpful background and details on how, she and her team utilized the forum of a Gala event to connect their Alumni. Sabrina will discuss and share examples of how the event all came together to not only engage Alumni but also raise significant funds from the evening.
• 3:15 – 4:00 PM
  Development Board Training- Put YOUR Oxygen Mask on First
  Fundraising is part of the infrastructure of a non profit organization and, at the same time, fund development depends on the infrastructure of the organization for support. If the rest of your organization has problems, fund development will too. In this session, learn about the four relationships you must have to ensure organizational survival and health: internal relationship, community relationship, constituent relationship, and volunteer relationship.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Why Does Opportunity & Inclusion Matter? 
  In 2019, “Diversity,” “Equity,” and “Inclusion” became buzz words within all industries - including higher education. This panel discussion and Q & A session will cover the growing markets (i.e., ethnic, LGBTQ, young alumni, non-traditional students) in development, explore ways to enhance management and leadership skills for development professionals of diverse backgrounds as well as discuss strategies for engaging a diverse constituency.
• 2:00 – 2:45 PM
  Growing O&I in Marketing 
  This panel will include marketing leaders from several states in CASE District IV.  During the discussion, they’ll share how they try to ensure people from diverse backgrounds are part of campus publications.  This panel session will be an honest conversation about how to grow these audiences, be authentic to the campus environment, and how to collaborate to make continued strides.
• 3:15 – 4:00 PM
  The Art of Advancement
  In the Art of Advancement, discover how a Resource Development shop of 2 ½ and a budget of $250,000 became the Office of Advancement, with a staff of 15 and a budget of $1.2 million to address the needs of the organization through fundraising, grant development and management, marketing, communications, sustainability, alumni and community development. If you are going down the same path in your organization, join us, as we recap the journey that lead us to align processes from Advancement to Development to Fundraising, address internal and external talent needs and ultimately, advance the organizational mission.

TUESDAY, MARCH 3

• 10:45 – 11:30 AM
  Open, Real and Honest Talk – O&I in Advancement Today
  Can we confidently say that our current fundraising efforts, strategies and practices reach the full spectrum of people who might support them? Are we speaking the language – literally and figuratively in a way that reaches the donors of tomorrow? Do we have the awareness to reach people from all backgrounds that may want to support our missions?  Whether you are conducting a search for a new employee, looking to promote, or thinking of ways to engage a new alumni base; investing in people from diverse backgrounds can make a world of difference not just from a monetary standpoint, but increased engagement from younger and older alumni.

SUNDAY, MARCH 1

• 2:45 – 3:30 PM
  Social Media Mistakes to Avoid and What to Do Instead
  Posting that departmental flyer on Instagram might seem like the right choice but think about it a bit longer and that is probably a bad decision. Actions like these are all over higher education social platforms, but there are better options for content creation. Whether social is an aspect of your job or your primary function, many of us have made these mistakes and had to find a way to improve the digital content that we produce. We’ll talk about some of the best practices, introduce some beginner terms, and about how to engage more with students, parents, alumni, and friends.
• 4:00 – 4:45 PM
  5 Simple Steps to Update Your Giving Site and Drive More Donations (Joint session with Donor Relations and Marketing)
  Does your giving website leave donors with a poor impression of your organization? Do they get lost in a sea of text? Are you having trouble securing the support needed to update your site? We will share five simple steps to get your leadership on board, improve the user experience and increase giving.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  How Social Listening Drives Strategy
  50% of word-of-mouth conversation occurs online. The ubiquity of this conversation on social media and online forums has essentially created a real-time, searchable archive of human thought. Learn how your campus can leverage intelligence from online conversations to inform communication strategy in the areas of public perception, alumni engagement, brand management, recruitment, and more.
   

TUESDAY, MARCH 3

• 10:00 – 10:45 AM
  Stop #following and Start #trending: Modernizing and Future-Proofing your Social Strategy (Joint Session with Marketing)
  Join Michael and Nick from Texas A&M University where they will dive into the world of digital engagement and show you how they’ve gotten @TAMU to be a global leader online. Nick will first set the bar for what your brand should look and sound like in 2019/2020. Then Michael will give his predictions on where this digital world is headed in the next five years and how you can start heading there. You’re guaranteed to laugh as these two friends and co-workers rant and rave about our crazy hyper-connected world.
• 11:00 – 11:45 AM
  Social for Students, by the Students: Letting Students Build Their Own Online Presence
  As digital creators for higher education, why do we so often find ourselves asking the question: How do I make our _______ (insert platform here) more relatable and engaging to students? The answer is clear, but so often our community is scared to truly allow it. The answer is to give the students the agency, hands-off guidance, and support to create content on their own. This presentation talks about the steps and rewards of The University of New Mexico’s Lobo Life program. This program is an authentic and successful social media student collaboration with the university’s communication and marketing department.

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Our Future Fundraisers: 10 Things I Wish I Knew Before Working with Students (Joint session with Alumni Relations)
  Student philanthropy is proving to be an effective and meaningful way to engage future donors. Gen Z makes up the majority of the current college classroom, and 30% have already donated to an organization they are passionate about. Engaging with Gen Z requires advancement professionals to think differently about the current college student and consider how s/he can shift the narrative of philanthropic giving to better the university's mission. Combining three years of experience in student philanthropy, here are 10 things I wish I knew before working with students.
• 4:15 – 5:00 PM
  The Donors of Tomorrow: Effective Ways to Engage Young Donors (Joint session with Donor Relations)
  Young people are our future (donors), but many of us are simply overlooking them. While most resources are allocated to big-dollar donors, you should also have a plan to engage Millennials and Gen Z in your mission to ensure the long-term sustainability of your fundraising. Well discuss the perils of ignoring younger audiences when it comes to donor cultivation and ways to turn these generations into donors. Well also walk through inspiring examples of how organizations are using dynamic campaigns to reach young audiences and to generate mission-fueling revenue, and how you can incorporate these tactics into your organization.

SUNDAY, MARCH 1

• 2:45 – 3:30 PM
  Coaching Faculty to Be Effective Storytellers
  This session will set forth the process for development professionals to coach faculty and academic leaders to become effective philanthropic partners through purposeful storytelling. Understanding the perspective faculty have about the development process, and how they must shift their language and focus are key aspects of this session. There is a methodology to coaching faculty and this session will help each attendee in becoming an effective coach for their faculty.
• 4:00 – 4:45 PM
  Working on Major and Planned Gifts with Faculty
  In this session you will learn how to work with faculty in soliciting major and planned gifts. This session will provide vivid examples of working with faculty during major and planned gift solicitation process with success. This session deals with how to deal with potential relationship conflicts, emotional intelligence, appreciative inquiry and relationship engagement in order to facilitate successful outcomes for the alumni, faculty member and the college/university.
   

MONDAY, MARCH 2

• 9:45 – 10:30 AM
  Landing a School Naming Gift: What You and Your Dean Need to Know (Joint Session with Development & Major Gifts)
  Gifts that result in a school being named for a substantial benefactor are historic, celebrated events on any campus. But what makes these gifts happen? This is likely on the minds of deans of every school that isn’t named (yet). The presentation highlights research findings on how high net worth individuals think about giving and applies these findings to numerous case studies of real school naming gifts. Both presenters in this session have extensive experience in these remarkable and coveted gifts. Attendees will leave this session with ideas for potential donors, cultivation strategies, and when to start the gift conversation.
   

TUESDAY, MARCH 3

• 10:00 – 10:45 AM
  Building the Dream Team with Academic Leaders: Best Practices to Increase Support and Activate Your Alumni
  One of the most important roles of the Dean is to raise funds for his/her college and to build partnerships in the community that will be financially fruitful. To support these efforts, the Dean works in partnership with a director of development. This relationship between the academic side and advancement can be challenging. But when managed well, it can lead to tremendous value and enjoyment. This session features a collaborative presentation from a Dream Team - a Dean and a Director of Development who are working effectively together to advance the mission of the college and the university.
• 11:00 – 11:45 AM
  Collaboration is Key: Strategies for Building Faculty Engagement
  “Collaboration is key: Strategies for building faculty engagement” will discuss using a team-based approach to strategic collaborations between Advancement and other departments that encourage faculty and staff to think “big picture” instead of one office, one college, or one source of funding. Attendees will learn successful strategies and will be encouraged to share their own experiences, learn from others in the field, and raise additional questions. Each participant will leave the session with samples of materials and suggestions on how to implement strategies at their institutions.