Karen Smith Hupp—Senior Executive Director of Community Relations
College of Southern Maryland—La Plata, Md.
United States
Conferences & Training
CASE Asia-Pacific Advancement Conference: Scaling New Heights
Programme

PRE-CONFERENCE FOR INTERNATIONAL AND INDEPENDENT SCHOOLS and MAIN CONFERENCE

 Programme

Optional tours Friday March 26, 2010

 
Pre-Conference Programme
Tuesday, March 23

8.30-9.30
Introductions
Speaker: Paul Chmelik, Head of School, International School of Kuala Lumpur

9.00-10.00
Devil is in the Details: Starting Your Advancement Operation from Scratch
If you drew up a list of all the tasks that had to be accomplished in setting up an advancement function from scratch you would probably decide it was unachievable! This presentation will look at the key "details" that collectively form the framework of a strong advancement function. By getting these details right the rest will fall into place. The presentation will include issues associated with the rationale for advancement, leadership, structure of fundraising, communications, friend raising, the case for support and delivering on your promise.
Speaker: David Shepherd, Director of College Advancement, United World College of South East Asia
Level: Entry/Middle

10.15-11.15
Cultivating Private Support for Independent Schools
John Lang shares lessons learned during his almost five years involvement with The Fettes Foundation at Fettes College, Edinburgh. This co-educational boarding school was opened in 1870 and currently has 670 pupils between the ages of 7 and 18. It has educated a significant number of eminent individuals, including Tony Blair, the UK's Prime Minister from 1997 until 2007. In a country where only about 6 percent of children attend independent, fee-paying schools, there is little chance for any public support from the government or from the corporate sector, so private support, from former pupils and parents, is paramount. John will offer examples of what works for Fettes in the realms of direct mail, telethons, events and personal contact. He looks forward to learning about how similar fundraising techniques are organised and accepted in Asia, given that a quarter of Fettes's pupils live outside the UK, including a good proportion of those from Asia.
Speaker: John Lang, Director, Fettes Foundation, Fettes College
Level: Intermediate

11.15-12.00
Working with Corporate Partners & Debenture Programmes
A look at how to set up a Debenture/Placement Rights programme from scratch with specific emphasis on the nitty gritty of moving from nothing to the final product. Both from an internal aspect (ie. within your own school) but also external (ie. within a country). A further look at how to evaluate an existing programme with the view to tweaking it to further benefit the educational institution in question.

The objective of this session is to provide enough information for any participant to feel comfortable to take a look at the idea of introducing a Debenture Programme and more specifically to look at how Tanglin developed its programme from scratch. The session will talk through the beginnings of market research in a new country and what that involved with respect to legal and internal board aspects of the process. In addition it will also take a look at the programme at Kellett in Hong Kong where an additional product line was added to the mix for a specific fundraising programme at the school to fund a new building.
Speaker: Tine Gregory, Director of Development, Tanglin Trust School, Singapore

13.15-14.00
Better Board Relations
Working with a volunteer board seems at times an uphill battle or a make work project for the staff. What kind of board do we need? What are they going to do? What areas of responsibility do they have? These are some of the questions we ask ourselves. Do I really need to have a board? This session will examine the different types of boards, some possible bumps along the road to good relations and solutions that can help eliminate or avoid the bumps. If you are a novice in board relations or a seasoned professional we will find time to share some ideas and challenges.
Speaker: Catherine MacNeill, Consultant, Engagement Analysis Inc

4.00-15.00
We Are All a Twitter: Social Networking and Alumni Engagement
With a global network of alumni residing in more than 104 countries around the world, it was clear to the UWCSEA team that social networking sites could not be ignored. Social networking sites provide a valuable unifying tool to easily connect with alumni as well as a number of interactive platforms to promote events and virally publicise your alumni Web site. The objective of this session is to provide an introduction to why certain social media sites were chosen as well as the social media strategies adopted by the UWCSEA Alumni Relations team. The session will provide tutorials on how to set up a Facebook Fanpage and a Twitter account from an organisation's perspective. It will also demonstrate how to integrate social networking platforms coherently into your alumni programme. You will learn interesting tips on customizing and branding your Facebook Fanpage.
Speaker: Prapti Sherchan, Alumni Relations Manager, United World College of South East Asia
Level: Introductory/Intermediate

15.15-16.00
Case Study: How We Turned a $50 Annual Fund Gift to a $3 Million Bequest
Murray Happ will explain how, using the fundraising pyramid, he cultivated a $50 annual fund gift into the largest ever gift to St Aloysius' College. Along the way he will tell of the highs and lows of his relationship with the bequestor and why it is always handy for a development professional to carry a pair of gardening gloves in their car!
Speaker: Murray Happ, Director of Development, St Aloysius College (Australia)


Programme
Wednesday, March 24

9.00-10.00
Pre-Conference Orientation: New to Advancement
Room 303
Join this welcome session for an overview of the programme and how to make the most of the conference.
Led by Joanna Motion, Vice President, International Operations, CASE and Chua Beng Hwee, Deputy Director, Office of Alumni Relations, National University of Singapore

9.00-10.00
Pre-conference Orientation: New to the Region?
Room 304
Are you interested in learning about cross-cultural issues and how to be most effective working in the Asia-Pacific region? Join Krista Slade, executive director, CASE Asia-Pacific and Assoc Prof Datuk Azarae Hj idris, deputy vice-chancellor (Students Affairs & Alumni Division), University of Malaya--two etiquette experts and road warriors as they share timely tips, useful resources and war stories.
Speakers: Krista Slade, Executive Director, CASE Asia-Pacific and Assoc Prof Datuk Azarae Hj. Idris, University of Malaya

10.00-11.00
Alumdergraduates: Instilling a Sense of Alumniship Online Now to Ensure Future Engagement
This session will showcase practical examples and ideas for the future, which will ensure that an individual's online relationship with their university is a continuum stretching from enrollment to graduation and beyond. Key themes of the discussion will include a definition of "alumdergraduates" and the benefits of "alumdergraduate" thinking; the engagement ladder-practical examples of how to raise awareness of alumni benefits at key stages of the student journey; taking students from strangers to life partners; opportunities mapping-recognizing that as students progress along the engagement ladder the opportunities to engage them in either providing time and support, their own personal development, or in giving back are relative to their stage on the journey; and the implications for Web site teams.
Speaker: Adrian Porter, Head of Strategic Research, Precedent
Level: Intermediate/Advanced

10.30-12.30
Opening Ceremony
Conference Hall 1
Welcome Remarks:Prof Datuk Dr Ghauth Jasmon, Vice-Chancellor, University of Malaya
Keynote Speech: Scaling New Heights
His Royal Highness Raja Dr Nazrin Shah Ibni Sultan Azlan Muhibbuddin Shah, Pro-Chancellor, University of Malaya
Scaling New Heights: Leadership Panel
John Lippincott, President, Council for Advancement and Support of Education (CASE)
Speakers: Prof Paul Thomas, AM, Vice-Chancellor, University of the Sunshine Coast; Prof Datuk Dr Ghauth Jasmon, Vice-Chancellor, University of Malaya and Dr Haji Zulkarnain bin Haji Hanafi, Vice-Chancellor, Universiti Brunei Darussalam

13.45-14.45
Philanthropist's Perspective-Education as the Foundation for Asia's Advancement
Speaker: Melissa Kwee, Singapore Youth Ambassador (2007)


15.00-16.00

Engaging Young Alumni
Room 303
This session will focus on engaging students as an essential part of building an alumni community from the grass roots level. The University of Adelaide has always included current students in its definition of alumni. The University of Adelaide's approach to its alumni program is inclusive, with alumni defined as current and former students, current and former staff, and graduates. However, the young alumni program at the University of Adelaide is relatively new. Historically, students have been incorporated in the alumni program, in a limited way, through participation in alumni network events, being recognised in the alumni awards program and representation on Alumni Advisory Boards and Committees. Although there has been some moderate success with these programs, it wasn't until after an Alumni Relations Review in late 2006 that students were fully incorporated into the alumni program.

As a result of this review, the University of Adelaide launched its Alumni Relations Strategic Plan 2007-2011 in mid 2007. The success of this plan relies heavily on building a culture and community that embraces the overarching principle of the mutual value proposition-that is, the benefits of engagement for both alumni and the University.
Speaker: Kim Harvey, Manager, Alumni Relations, The University of Adelaide

15.00-16.00
Capital Campaigns
Room 304
Using the lessons learned from the successful University of Hawaii (UH) System's Centennial Campaign, the presentation will weave together best practices in campaign planning and execution with the practical realities faced each day by advancement leaders.

The presentation will include discussion about using the planning process to engage both internal and external support, and critical elements of the plan. We will also talk about what happens when something doesn't go according to ‘plan', the importance of flexibility within the plan, critical partnerships that lead to success, the campaign lifecycle and milestones along its way, and managing expectations. Session attendees will leave with an appreciation for the importance of planning in the execution of a successful campaign; and with strategies and tactics to help guide both the planning process and the execution of a campaign.
Speaker: Kathryn Nelson, Vice President and Managing Director, Grenzebach Glier and Associates (GG+A)

15.00-16.00
Benchmarking Advancement: Results of the Chronicle's Survey of International Fundraising by Higher Education Institutions
X-Factor Room 306
Speaker: Kathryn Masterson, The Chronicle of Philanthropy/Higher Education

15.00-16.00
Institutional Politics - A Love Story
X-Factor Room 308
Speaker: Jo Agnew, Agnew Associates and Joanna Motion, Vice President of International Operations, CASE, and Sophie Lei, WWF Hong Kong

16:30-17:30
All the Right Moves: Bringing Moves Management to Your School
Making all the right moves with a prospect or a donor will determine maximum results with the constituent. Moves management is a strategic approach to fundraising and to communications. It is a proven method of coordinating fundraiser activity. Moves management will streamline your school day-to-day operations and create a goal-driven fundraising environment. Hear from a 20 year fundraising veteran about moves management and about this is proven approach that will improve bottom line results.
Participants will:

  • Learn the moves management process and arguments to create the process for their school or university
  • Define a process for Identification, Qualification, Cultivation (Visits, Communications), Solicitation (Proposals), and Stewardship (donor care)
  • Gain best practices and learn the top challenges
  • Hear how to implement moves management within the next quarter

Speaker: Stephen Mally, Principle Client Partner, Blackbaud

16.30-17.30
3.0 Social Networking for Alumni Relations
AR Room 303
Speakers: Prapti Sherchan, United World College of South East Asia and Jennifer Clark, Alumni Relations Officer (International & Benefits), University of Adelaide

16.30-17.30
Survey of Southeast Asia--Trends in Philanthropic Giving
Speaker: Josie Fernandez, Managing Director, Philanthropy Asia

16.30-17.30
Working Optimally with Volunteers & Board Members
FR Room 306
Speaker: Ellen Sullivan, Director of International Advancement, Harvard University

16.30-17.30
Academic Partnerships that Prosper
FR Room 304
Contemporary advances in biomedical research and health practice are increasingly recognised to have their origins at the intersection of disciplines rather than within the traditional silos of science and medicine. Key to the success of such advances is the ability to initiate, develop and sustain productive partnerships across disciplines and between institutions. Partnerships stimulate creativity and enthusiasm, generate synergies and establish critical mass leading to the generation of new knowledge that contributes to improving health globally.

Within our faculty we have developed an approach to advancement that capitalises on the partnership strengths of our faculty in a similar fashion to the collaborative approach that has been used to produce positive outcomes in research and improvements in health practice and policy.

Three case studies will be used to exemplify the key steps taken in the implementation of such a partnership approach to advancement in a clinical academic setting. These include the establishment of Chairs in research programs in Indigenous Eye Health, Child Health and Wellbeing and Developmental Medicine.
While this partnership model has been shown to be successful in the Australian policy context related to higher education, research and health we believe there are important lessons that are transferable to other settings. The model highlights the critical importance of drawing together powerful institutions to form partnerships that meet the needs of those organisations whilst at the same time having a positive influence on the health and wellbeing of communities at State, National and International levels.
Speaker: Glenn Bowes, Associate Dean of External Relations, Faculty of Medicine, Dentistry and Health Sciences, University of Melbourne

19.00-21.00
Welcome Reception at "the apartment" at Suria, KLCC
Join your fellow delegates at "the apartment" a hip and trendy location minutes from the Kuala Lumpur Convention Centre.


Thursday, March 25, 2010

09.00 -09.50
Leverage: Respecting the Value of Donors & Other Partners
Speaker: Prof Paul Greenfield AO, Vice Chancellor, University of Queensland
Response: Prof Sir Duncan Rice, Principal, Aberdeen University

10.00-11.00
Legacy of a Lifetime
FR Room 304
Bequests or planned giving can provide the largest gifts to an institution, and yet there is often not enough attention paid to the processes behind successful bequesting. Alan Watkinson has set up a bequest society in one school and continues to work in this area in his current position. He will provide practical examples of strategies which have brought great benefits to his institutions and encourage the sharing of experiences with delegates.
Speaker: Alan Watkinson, Director of Advancement, Trinity College, University of Melbourne

10.00-11.00
Serial Reciprocity: Pass It On!
AR Room 303
The idea of "serial reciprocity" is to give so to inspire others to "pay it forward" in an ongoing chain reaction. In 2008 the Association of Yale Alumni and The Australian National University (ANU) launched a Global Alumni Leadership Exchange programme at ANU in Canberra, Australia. Over thirty Yale alumni volunteer "ambassadors" presented a wide array of programmes that inspire alumni to not just stay connected to each other and to their university, but also to transform their communities. A case study from Yale inspired ANU to develop a programme to help build community in particular need areas in Young, a rural town in regional New South Wales, Australia.
Speaker: Christine Keller Smith, CASE Commissioner for Alumni Relations (2008-2011)

10.00-11.00
Case Study-The University of Hong Kong's "First in the Family" 
FR Room 306
There are many first-in-the-family schemes, especially in North America, but the rationale behind the First-in-the-Family Education Fund (FIFE Fund) at The University of Hong Kong (HKU) was different. The scheme, adapted to suit HKU's mission and the city's cultural, social and economic conditions, is both unique and novel to Hong Kong.

Higher education today puts increasing emphasis on experiential learning through activities such as fieldwork, internships, overseas service learning and exchange programs. While the government provides basic financial assistance, it does not cover such learning activities, putting students from poor families at a disadvantage. As HKU believes that no student should be deprived of a good education because of financial difficulties, the FIFE Fund was established to address this issue.

From the fundraising angle, the Fund appeals to those who share its values. This would include, in particular, alumni who were the first in their families to attend university and who received government subsidies and, thus, appreciate the opportunities they received.

Recognised for its innovation and alignment in support of the university's mission, FIFE Fund was awarded the Grand Gold medal and a gold medal in the Fundraising Programs category of the 2009 CASE Circle of Excellence Awards.
Speaker: Kitty Wong, Director of Development, The University of Hong Kong

10.00-11.00
Instilling a Sense of Alumniship Online Now to Ensure Future Engagement
MK CM, Room 308
A talk showcasing practical examples, and ideas for the future, which will ensure that an individual's online relationship with their university is a continuum stretching from enrollment to graduation and beyond.
Key themes of the talk will be:

  • Alumdergraduates-What are they and what does this mean to me?
  • The engagement ladder-practical examples of how to raise awareness of alumni benefits at key stages of the student journey.
  • Taking students from strangers to life partners
  • Opportunities mapping-recognizing that as students progress along the engagement ladder the opportunities to engage them in either providing time and support, their own personal development, or in giving back are relative to their stage on the journey
  • The benefits of Alumdergraduate thinking
  • The implications for Web site teams

Speaker: Adrian Porter, Consultant, Precedent

10.00-11.00
Face the Challenge: Creating Community in Times of Crisis
X-Factor, Room 307
institutions have a vital role to play in advancing their communities. This role is sometime threatened by turmoil in the environment surrounding the institution and the community it serves. At instances, the mere existence of these institutions becomes jeopardized.

Lebanon-where the American University of Beirut is based and operates-has been the scene of some major civil, political and regional turmoil, particularly over the past two decades. In summer 2006, a major war was forged over Lebanese soil. University life was severely affected. The university had to suspend the summer semester and launch a massive evacuation plan for its international students, faculty and staff. This came at a crucial juncture as the university was entering its final year of its Campaign for Excellence, and threatened to put an end to the first successful fundraising campaign in the 140-year history of the university. The university had two prior campaign attempts, but both had to be aborted due to local and regional political/military conflicts that coincided with these campaigns.

Yet, the university, with one of the major hospitals in the region, had to respond to the needs of the community. Right in the midst of the war, the university launched an aggressive fundraising initiative to ‘Face the Challenge', raising around $1.1 million dollars in one month.

This presentation attempts to shed a light on advancement in turbulent times: the role the university plays toward its community, mobilizing university resources and constituencies, embarking on a concentrated fundraising initiative, and maintaining advancement operations. Results of and lessons learned from this initiative are discussed.
Speaker: Dr Imad Baalbaki, Assistant Vice President for Development, American University of Beirut

11.30-12.30
Fundraising in Asia- Opportunities and Challenges
FR, Room 304
Asia is rich in history and culture as well as its diversity and resources. Growth in Asia in the past decades has created many challenges and opportunities to the world. In fundraising for higher education, there are still many challenges ahead as advancement is still a relatively new concept to most Asian institutions. Cultural barriers and passive government policies towards giving to higher education added to some of the external challenges, however, opportunities are still abundant.
Strong growth in GDP in many of the leading Asian countries has fuelled strong demand for higher education in the continent and that globalization has also prompted the need for Asian institutions to compete for and retain quality students and faculty staff. The demand for quality education naturally drives the demand for resources and therefore will shape the advancement landscape. Growth in Asian economy will continue for decades, as predicted, so will be the number of wealthy Asians. There is not a lack of giving culture in Asia, but a lack of asking culture. As advancement professionals, collectively we can help to unlock the resources and reap the fundraising opportunities for higher education in Asia and around the world.
Speaker: Ricky Cheng, Director of Institutional Advancement, The Chinese University of Hong Kong

11.30-12.30
Case Study: QUT's Learning Potential Fund
FR Room 306
The QUT Learning Potential Fund is QUT's strategic fundraising campaign to provide financial assistance, via scholarships and bursaries, to students who come from low-income and socially disadvantaged backgrounds. The QUT Learning Potential Fund is also a stand-out example of an X-Factor program that bridges the disciplines of development, alumni relations, marketing and communication.

In this presentation, we will outline some of the building blocks that go into constructing such an inter-disciplinary program. We will describe the key elements of the Learning Potential Fund campaign that make it innovative and unique (listed below). Primarily though, this presentation will focus on the special "glue" that holds it all together-the intersection of these different elements melded into a holistic, integrated program that is an outstanding an example of the X-Factor at work.

The scale of this program and its integrated approach to fundraising for low-income university-wide scholarships, we believe, is unique in Australia. It was the first such program established in 1998 on a strategic level and it continues to lead the way in engaging with the internal and external university community to provide financial support to student scholarships.

The Learning Potential Fund combines fundraising goals and university strategic goals with a particular emphasis on assisting low-income students. The Learning Potential Fund is one crucial part of a wider QUT equity agenda to build aspiration and widen participation by individuals from disadvantaged backgrounds. Above all, it works! The positive outcomes for QUT students are clear:

  • Research has confirmed that scholarship-holders have attrition rates of more than 40 percent lower than those of other students.
  • 5159 scholarships so far have been provided to students with assistance from the Learning Potential Fund.

So, literally thousands of students have been able to continue their education due, in part, to this program.
Speaker: Simone Garske, Queensland University of Technology

11.30-12.30
Who Do They Think You Are? What Your Institution Can Learn from Stakeholder Research
Room 308
Stakeholders....who are they? Why do they matter to your institution and you as a communications professional? They aren't customers. They don't pay your salary. You may never meet them. So why bother? Because at worst your institution's stakeholders can disrupt your whole business; at best they may indirectly do you some good. This session will explore the influence stakeholders have on an institution, how researching and understanding them will allow the communications professional to map their relationships with your university or school to better manage your institution's reputation.
Speaker: Kate Hunter, Executive Director, CASE Europe

11.30-12.30
How Do I Measure Thee? Let Me Count the Ways
AR Room 303
The need to build and maintain relationships with alumni is more important today than ever before. The key question being asked in alumni and development offices worldwide is, "How do we determine whether our efforts are having an impact?" To date, alumni and development offices have often had trouble justifying and measuring the impact of their relationship building programmes. However, if your programmes are not capturing your alumni's attention and engaging them fully in your mission and activities, then there is another organization that will. A variety of measures are currently being used and they usually focus on output. While important, these measures do not actually tell you how your alumni are feeling about their association with your institution. Measuring the impact of relationship building programmes has always been and continues to be one of the most difficult aspects of alumni planning and programming. Come and hear about the results of over 30 alumni engagement surveys that have been carried out internationally over the past two years. You might be surprised by the trends that are emerging!
Speaker: Catherine MacNeill, Consultant, Engagement Analysis Inc.

13.45-14.45
Nothing Excuses Him: Sherlock Holmes and the Case of the Under-Resourced Prospect Researcher
X-Factor Room 308
Speaker:
Crispin Rice, Manager Information Services and Prospect Research, University of New South Wales

13.45-14.45
Alumni Relations 101: An Asian Perspective
AR Room 303
There is increasing attention and focus in organised approaches to alumni cultivation in educational institutions in the Asian-Pacific region. Traditional aspirations for a good and comprehensive education is an Asian value which result in/lead to strong competition amongst students to attend the best institutions. With varying cultural, religious, geographical and historical diversities, the task in cultivating alumni is thus a challenging one.

This session will discuss the establishment of the alumni-centric organisations in the various contexts of needs and growth using the analogy of growing an orchard. Relevant goals and basic strategies will help map the establishment of alumni organisations with different levels of resources of people, space and finance. Ultimately, engaging alumni is the main focus and the session will help to discover ways by which engagement strategies may be applicable to institutional advancement.
Speaker: Teo Choo Soo, Director of Office of Alumni Relations, National University of Singapore

13.45-14.45
Maintaining Momentum During Tough Economic Times
FR Room 306
Tell friends and family members that you work in fundraising, and you might get the "Oh, my, isn't that impossible in the current economic climate?" response. Nearly every economy in the world has been impacted by the global economic downturn of the last 18 months, and there is no denying that philanthropy has taken a major hit on the global stage. Yet, there are ways to maintain momentum during these tough economic times, without viewing the world through rose-colored glasses or denying reality. This session is designed for those who seek practical advice about how to keep the focus on the core mission of the organization while navigating the difficult times ahead.
Speaker: Ellen Sullivan, Director of International Advancement, Harvard University


13.45-14.45
Million Dollar Baby
FR Room 304
Over the last six years UWA has raised some AU$2.5m for its annual fund. In 2008, its Centenary fast approaching, UWA realised its potential to create a world-class AF. Why? To both actively include alumni in the 100th celebrations and to create a bedrock of mass support for a capital campaign based around the anniversary. A three year plan was developed to take UWA beyond the average participation levels of North America (10 percent) and to create the leading annual fund in Australia. This session looks at how this vision is being turned into reality: the philosophy underpinning the fund, the benchmarks and KPIs, building an effective case and operational planning. It looks at the solicitation methods deployed and the challenges (and joys) of running a telethon for half the year using student callers. It looks at stewardship through events, flash, thankathons and reports. It reflects on the first year, where $1m was committed to the fund and more than 5 percent of alumni made gifts. And it looks to the future, the goals of 2010 and beyond and how UWA aims to be celebrating its 100th year with more than 10 percent of alumni making a gift.
Speakers: John Rux-Burton, Founder & Managing Director, Rux Burton Associates and Dierdre de Souza, Associate Director, Development, The University of Western Australia
Level: Intermediate/Advanced

15.00-16.00
Major Gift Fundraising East, West - Vive La Difference?
Speaker: Sophie Lei, WWF Hong Kong

15.00-16.00
Mission Possible: Excelling in Stewardship
FR Room 306
Speaker: Clare Pullar, Pro Vice Chancellor (Advancement), University of Queensland

15.00-16.00
Managing Your Brilliant Career
Room 307
How do we keep ourselves motivated throughout our career? Who do we look to for inspiration? What does a successful career in advancement look like? In this session, Jocelyn Kelty, consultant with Richmond Associates, draws on her experience of working with some of the most successful advancement employees in the not for profit sector in the UK. She will offer practical knowledge and effective steps in exploring the best avenue to a satisfying and self-motivating career in advancement.
Speaker: Jocelyn Kelty, Consultant, Richmond Associates

15.00-16.00
Working With Special Alumni Constituencies
X-Factor Room 303
The Deaf constitute a small but complex minority in Malaysian society. They are thought to number some twenty seven thousand (about 10 percent of the total population) but reliable figures are not yet available to confirm this. In contrast with some minorities, they are not concentrated in any particular area but can be found throughout the country: in every state; in the towns and cities; in the countryside. In terms of ethnicity as well, the Deaf represent all of Malaysia's races: Malays, Chinese, Indians and, in East Malaysia, indigenous minority groups.

For most social groups, the alumni link is with the educational institutions they have attended but this is only exceptionally the case for the alumni of the Federation School for the Deaf in Penang. Typically, for Deaf Malaysians, the role of the school or university alumni association is filled by the local Deaf clubs and Deaf related associations in the individual states. It is there that they meet and share information and reminisce about their schooldays. The challenge for anyone involved with alumni associations is how to involve the Deaf in the larger enterprise without undermining their proper individuality and self esteem.

For Malaysia, there is still time to ponder this since, sadly, there are no Deaf alumni from any of the country's universities. This is our chance to approach the government and the NGOs to press them into planning for the promotion of the education and development of the Deaf at all levels and to support research locally into the needs and aspirations of the deaf community and seek ways of meeting their needs and making a difference in their lives and career.
Speaker: Dr. Zubaidah Ibrahim-Bell, Associate Professor, Faculty of Languages and Linguistics, University of Malaya

15.00-16.00
A Customer-Centric Approach: Making Sure the Process Works, the Challenges with Solutions
MK CM Room 308
Speaker: Lori Manders, Director of Development and External Affairs, Aberdeen University

16.30-17.30
Institutional Advancement with Campuses on Different Continents
X-Factor Room 307
Speaker: Kate Robertson, Director of Development and Alumni Relations, University of Nottingham

16.30-17.30
Take Your Alumni Program to the Next Level: Utilizing Comprehensive Qualitative Research to Drive Strategy
AR Room 303
This presentation is based on the premise that an Alumni Relations Office alone cannot implement an effective alumni relations program for an organisation; a whole of organisation approach is crucial to the ongoing viability and success of any alumni program. The presentation will be based around the theme of working with both internal and external stakeholders to expand your alumni relations program's depth, breadth and influence. In doing so an organisation can better service its alumni, nurture important relationships, and offer a more comprehensive range of benefits and services to the alumni community. Specific examples will be offered in relation to the experience of the alumni relations program at the Queensland University of Technology, in Brisbane Australia.
Speakers: Kym Madden, Senior Research Fellow, Queensland University of Technology, and Julie Mannion, Alumni Relations Manager, Queensland University of Technology

16.30-17.30
Alumni Relations-It's Everyone's Business: Expanding Your Program and Influence By Working With Others or Through Partnerships
This presentation is based on the premise that an Alumni Relations Office alone can not implement an effective alumni relations program for an organisation; a "whole of organisation" approach is crucial to the ongoing viability and success of any alumni program. The presentation will be based around the theme of working with both internal and external stakeholders to expand your alumni relations program's depth, breadth and influence. In doing so an organisation can better service its alumni, nurture important relationships, and offer a more comprehensive range of benefits and services to the alumni community. Specific examples will be offered in relation to the experience of the alumni relations program at the Queensland University of Technology in Brisbane Australia.
Speaker: Julie Mannion, Alumni Relations Manager, Queensland University of Technology

16.30-17.30
What to Focus On When Starting Up
FR Room 304
Speaker:
Angela Chapman, Director, Advancement, National University of Singapore


16.30-17.30

From the Frontlines of the Global Financial Crisis - Looking Forward
X-Factor Room 306
Speakers: Don Fellows, President & Chief Executive Officer, Marts and Lundy; Daniel McDiarmid, Chief Executive Asia Pacific, Global Philanthropic; and Kathryn Nelson, Vice President and Managing Director, Grenzebach Glier and Associates (GG+A)

16.30-17.30
Beyond Teaching and Learning: The Student Experience Online
MK CM Room 308
A talk providing practical examples, and ideas on how to represent the student experience online. Key themes of the talk will be:

  • Why is the student experience online important?
  • How to represent the experience online
  • Specifics-The course, cultural variations, the holistic approach
  • The changing landscape-Web 2.0 and 3.0 and the future student experience
  • What's needed-How communicators need to leverage the expertise, enthusiasm and resources of the university community to ensure that the experience is thoroughly represented

Speaker: Adrian Porter, Head of Strategic Research, Precedent
Level: Introductory/Intermediate

Friday, March 26

10.00-11.00
International Alumni & Institutional Advancement
AR Room 303
With most Australian universities extensively committed to the education of international students both on campus and off-shore, there are now significant numbers of non-domestic graduates of Australian institutions working and living in countries all around the globe. Many alumni hold influential positions in industry, government and academia in these countries. There is a large cohort of expatriate Australian graduates working overseas.

Many universities have established alumni chapters in foreign cities. However, few could confidently assert that they have a coherent and strategic program in engaging their alumni. In addition, there are several nation to nation alumni linkages such as with China, Indonesia and Malaysia.

The International Group of Universities Australia decided that it would be beneficial to all Australian universities to conduct a project to gain a better understanding of the extent and effect of foreign alumni, and to develop a vision for their engagement. A tender for the conduct of the project from CASE was accepted and a survey to determine levels of engagement is now being conducted.
In this paper, the background to the project and preliminary findings will be presented.
Speaker: Bill MacGillivray, Deputy Vice-Chancellor, Southern Cross University

10.00-11.00
Branding Your Global University: Tips from Tisch
MK CM Room 308
The decision of opening a branch campus 10, 000 miles from New York City is backed by five years of careful research and strategic planning. Besides replicating the curriculum and ensuring that the integrity of the educational experience is maintained, we needed to communicate the "Tisch" brand to a new region, a brand that has educated some of the best filmmakers and some of the most brilliant international artists of the world. We went back to our roots. Back to the basic building blocks that made the "Tisch" brand. While attempting to brand the first branch campus of New York University, it was important to understand what "Tisch" means, what "Tisch" represents and what "Tisch" is all about. Besides retaining the fundamental elements of the "Tisch" brand, we feel that it is integral to introduce the excitingly new and exotic into a 45 year-old brand called "Tisch". What we are attempting to do is to communicate the "Tisch Experience" to a new region with the brand name of "Tisch Asia".

How does a new campus 10,000 miles away retain its brand integrity yet communicate offerings of a new exciting experience that is attractive and refreshingly different from the campus from which it originated with a new brand name?
Speaker: Timothy Tan, Director of Public Affairs and Marketing, New York University Tisch School of the Arts Asia

10.00-11.00
iGAVE: Nurturing Alumni Giving from Ground Zero
FR Room 304
When should an alumni make a first alumni gift? As undergraduates cross the threshold to become alumni at convocation, that is the best time to be introduced to annual giving, make a first alumni gift and declare "iGAVE" at convocation. At NTU, the graduation giving program started with 8 percent of the graduating cohort giving back in 2005, and grew to 46 percent of graduates making a first alumni giving in 2009. Today, this program is fronted by a group of iGAVE graduation class gift ambassadors-student leaders who champion and advocate giving back to NTU. Learn how to nurture alumni giving from ground zero, and why it is important to start while they are students.
Speaker: Marina Tan Harper, Director, Development Office, Nanyang Technological University
Level: Introductory/Intermediate

10.00-11.00
Bringing a Foundation to Life: Strategy and Stories
FR Room 306
So what do you do when you have a long established foundation that hasn't really been active for a number of years? Wind it up? Start again. Ignore it? Victoria University (VU) is a relatively young university located in the west of Melbourne, Australia. It is a dual sector university with approximately 50000 students.

While some attention had been given to fundraising in the time since the university was established in the early 1990s efforts had been intermittent-ad hoc rather than strategic. By 2007 the foundation that was meant to assist with fundraising was not effective.

This presentation tells the story of what VU did to bring its foundation back to life. The presenters are ideally placed to tell the story from the perspective of the Foundation Board and from the perspective of the staff member responsible for implementing a fundraising program at the university. The presentation will cover issues of strategy, governance, Board selection, activating Board members and setting fundraising priorities right through to the launch of a major new fundraising project.
Speakers: Kenneth Loughnan AO, Chair, Victoria University Foundation and Ros Casey, Director of Development, Victoria University
Level: All levels

10.00-11.00
Third Culture Kids
X-Factor Room 307
Leaving on a jet plane . . .welcome to the world of TCKs (Third Culture Kids). Who are we? Where do we live? How do we connect? How does our pre-school experience impact our future? Toni Mullen, an adult Third Culture Kid, shares her personal experiences as child who grew up overseas and as a mother who introduced her children to this lifestyle when they were just four and five.
Speaker: Toni Mullen, Director of Alumni Affairs, International School of Kuala Lumpur

11.30-12.30
Magic, Muggles and Mirrors
Is it possible that there is a parallel between our role and responsibilities-whether newcomers or seasoned pros-in the mystical world of advancement to Harry Potter and the world of Wizardry, Quidditch and Forbidden Forests? Grab your wand, suspend your disbelieve and join the journey as we conjure the real and the fantastic and learn a few surprising lessons en route about the power and magic of our profession.
Speaker: Lorna Somers, Vice-President, McMaster Foundation and Director of Development, McMaster University


14.00-17.00-Master Classes
Getting Going: Fundamental and Focus
Jasmin 1, Level 1, Hotel Impiana
Establishing an advancement capability at any educational institution is challenging. Even with the full support of the leadership, the operation will invariably start off small in terms of staffing and budgets with the hope that additional resources will be made available as the return on investment starts to materialize. This workshop will focus on the key issues and opportunities that need to be addressed in order to establish a robust and sustainable advancement function. The topics will include:

  • The rationale for launching an advancement function.
  • Deciding where the Advancement function should reside
  • Evaluating the allocation of resources
  • The communication function
  • The role of friend raising
  • Establishing the "Case for Support"
  • Developing the capacity to deliver on your promise
  • The workshop will be interactive and include several practical exercises.

On completion of the workshop, participants will have concrete take-always and a good overview of the issues that need to be addressed to ensure enhanced and sustainable support for their organisation.
Speaker: David Shepherd, Director of College Advancement, United World College of South East Asia

14.00 - 17.00-Master Classes
Extreme Major Gifts: A Conversation from Identification to Closing
Melati, Level 1, Hotel Impiana
Join two senior and experienced practitioners in discussion about the art, science and joy of major gift fundraising. From the identification to confirming a principal gift, much depends on the quality of your relationship and connecting the donors' aspirations with your institution's mission. Over the course of this session, we will discuss overcoming the "fear of fundraising," how to work most productively with academic colleagues and ethical conundrums. We will also do structured role playing exercises together. This interactive master class is limited to 15 participants to stimulate shared thinking about what works ... and doesn't.
Speakers: Chew Kheng Chuan, Nanyang Technological University, and Sophie Lei, WWF Major Gifts Centre of Development (Hong Kong)


14.00-17.00-Master Classes
Metrics to Make the Case for Alumni Relations
Mawar, Level 1, Hotel Impiana
Are you feeling pressure to justify the expense of your relationship building programmes? Or are you being asked to quantify and benchmark your performance?

This master class will delve into the wonderful world of measuring alumni programmes. We will discuss why bother to measure in an increasingly competitive market for the attention of your alumni and how this can be done. We will also present a case study and examine the results from one Canadian university then discuss possible solutions to their challenges.
Speaker: Catherine MacNeill, Consultant, Engagement Analysis Inc.

 

 

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