07.45 - 08.45 Breakfast Roundtables
9.00 - 10.00 Breakout Session 7 (choose one)
Surveys: Listening to Your Alumni
What are the main challenges with undertaking large-scale alumni surveys? This session discusses how to achieve the dual purpose of cleaning data and gauging alumni opinions of the university and includes strategies for maximising participation, asking effective questions, and successfully applying the data. In addition, some interesting findings from the University of Manchester's ‘President's Questionnaire, 2010', which challenge some key industry assumptions about alumni preferences will be revealed.
Precious Chatterje-Doody, project manager, President's Questionnaire 2010, The University of Manchester
Mentoring: Supporting Lifelong Learning in a Global Community
Tracy will talk through the concept of the mentoring programme at Warwick Business School (WBS) from it's inception in 2008 to the current programme delivery, using alumni volunteers to support the WBS community. She will also discuss the merits of mentoring and the spin off pilot recently introduced in 2011.
Tracy Lynch, external relations officer, Warwick Business School
Engaging People with Your Story Internally and Externally
This session will guide the participants through the process of articulating the right brand story and then communicating it internally to university faculty and staff, who are critical brand ambassadors and need to be involved throughout the process, and to relevant external audiences.
Richard Gillingwater, managing director, Accrue Brand Value and Pusa Nastase, programme manager, Central European University
Election 2010: Social Media Impact for Politics at Nottingham
For the 2010 British general election Nottingham set up a blog devoted to the contest to give perspectives on the election that the normal reader wouldn't find anywhere else. It worked very well, won various prizes, was read by thousands across the world and led to staff being interviewed by journalists at home and abroad. Steven and Andrew will explain the collaboration that made possible impact that reached an estimated global audience of 46 million people.
Steven Fielding, director of the centre for British politics and professor of political history and Andrew Burden, digital communications manager, The University of Nottingham
Asia: The New Philanthropic Frontier
As the pendulum of wealth swings to the East, huge opportunities emerge for fundraising and alumni relations. Many institutions have vast numbers of Asian alumni and now face certain challenges: how to engage in a meaningful way? How to fundraise from these distant alumni, parents and friends? How can we build a major gift strategy to start engaging the new wealth and encourage major gifts to support the institution? These key issues need to be considered as we internationalize development
Matt Ferguson, associate head of principal gift development, King's College London and Ben Morton Wright, president, group chief executive officer and senior strategy advisor, Global Philanthropic
More Than Just a Lapel Badge: Leadership Giving Groups
In this beginner's guide session you will hear advice on the do's and don'ts when thinking about implementing gift clubs, patron schemes and setting up a leadership giving programme. It also includes information on stewarding donors in gift clubs, making the most of your donor renewals, a strategy for acquiring new members and tips on managing the data of gift clubs.
Heather Campbell, head of annual fund, London School of Economics and Political Science and Samir Savant, director of development, Royal College of Music
Creating a More Businesslike Brand
A £350m investment programme required a massive communications exercise to keep students, staff and the local community informed and onside. It also provided an opportunity for the university to develop its brand and be seen as a major economic force for the first time. With the comms and marketing team involved from pre-planning application to project delivery, the work won the University of Exeter the THE Outstanding Comms and Marketing Team award for 2010/11.
Stuart Franklin, director of communications and marketing, University of Exeter
Using Internal Marketing to Drive up Performance Indicators
As UK higher education becomes rapidly more competitive, all key service areas within an institution need to pull together and focus on delivering against a defined set of performance indicators. This session guides you through the ways in which marketing skills and techniques can be applied to improving student satisfaction and retention.
Lucy Everest, director of student marketing and recruitment, Middlesex University
Making Outsiders Insiders
Since the mid-nineties a few major gift campaigns have been successfully completed in Sweden and Scandinavia as a whole. The awareness of fundraising is still low and development experience very hard to come by. Usually only one dedicated individual is hired to start the fundraising operation at a university. Time is therefore short and identifying opinion leaders internally is key. To educate the faculty in fundraising and convincing key people is top priority. At the same time, potential donors need to become involved in order to show that it actually works.
Henrik Pompeius, head of development, Stockholm University
Developing and Communicating Distinctiveness
In a crowded marketplace, how do you present a distinctive institutional offer that will enable your stakeholders to see the wood for the trees? Informed discussions and practical tools are on offer in this interactive session. We'll look at what distinctiveness means in higher education, and consolidate these discussions by exploring what kind of evidence and performance measures you need to embed distinctiveness within your institution's strategy.
Susie Baker, communications director, Anna Myers, communications manager distinct project and Tricia Scott, research analyst distinct project, Oxford Brookes University
10.00 - 10.30 Refreshment and Networking Break
10.45 - 12.15 Breakout Session 8 (choose one)
From Application to Alumnus - Growing the Network Through Student Engagement
Strong alumni engagement grows from strong student engagement. But how do you create an engaged student body and get institutional support in an increasingly resource constricted workplace? This session explores how the University of Bath, School of Management achieved institutional buy-in, by focusing on the combined strategic aims of the MSc Operations and Alumni Relations teams. A strong sense of student engagement was built by consistent activity and communication throughout the student life cycle and beyond.
Suzanne Carrie, alumni and external relations officer, School of Management, University of Bath and Navdeep Uppal, head of MSc operations, University of Bath School of Management
Making Headlines with Your Alumni Chapter-a Case Study
A case study of a National University of Ireland, Galway alumni chapter which developed from ground zero to 24 events in three years. In its short life the chapter has been name-checked, at time of going to press, at least 10 times in the Irish national broadsheet press. This is a proven strategy which uses graduates working in the media to build successful chapters whilst getting that kind of publicity 'you just can't buy'.
JB Terrins, business and strategic development manager, Centre for Disability Law and Policy, National University of Galway
Getting Your Story Global
The University of Edinburgh's international press officers discuss how they attract a worldwide audience for their institution. Using case studies that offer an insight into the university's global strategy, Ed and Norval will show you how they take Edinburgh's message to the wider world.
Ed Nash, press officer international and Norval Scott, press officer International, The University of Edinburgh
How to Make Friends and Influence People
This session unpacks the strategy and tactics for engaging effectively with your institutions', and your markets' most important partners and influencers. With a broad appreciation of diverse markets, the role of news and social media, and a vast range of representative and policy communities, delegates will discover the building blocks for managing successful external engagement and communications programmes to deliver tangible results. There's only one thing worse than being talked about...
Michael Lavery, director of communications, University of Durham
Why We Give, Motivations for Giving
The aim of the session is to explore the donors' perspective on giving and look at the motivations behind the giving process and experience of giving for two different types of donors - individuals and charitable foundations. The panel will explore how their relationship with their respective university has developed and the process and motivations that led to them giving their support i.e. what encouraged them or discouraged them and what did the university do well to develop the relationship.
Philippa Charles, director, Garfield Weston Foundation; Roger Whorrod, alumnus donor, University of Bath and David Buckley, alumnus donor, University of Manchester. Chaired by Shirley Pearce, vice-chancellor, Loughborough University
Spectrum of Stewardship
Looking at the broad range of stewardship components - ranging from what is possible in a small team with limited resources, through to the challenges for an advanced stewardship programme within a mature operation. This session will highlight the fundamentals and some ‘quick wins' and encourage a debate about the more elegant elements of stewardship. The session aims to show how you can establish a sustainable stewardship programme.
Bill Abraham, development director, Sidney Sussex College, University of Cambridge
Lessons from America
English Universities are entering a new market economy. The USA is the most mature fees market in the world. What can we novices learn from the experts? Chris and Peter travelled all the way to the USA to find out. So you don't have to. They will tell all in 45 illuminating minutes and offer the 10 key lessons they learned.
Peter Slee, deputy vice-chancellor, University of Huddersfield and Chris Watts, director of student services, Northumbria University
And in at Number 1...(The Top Ten Reasons Why Students Choose You)
The changing landscape within higher and further education has led to a shift in how we market to our customer base. Universities and colleges can no longer rely on the prospectus or web content to be dictated by legacy. This session will reveal the results of recent research with students to identify the influences and reasons for choice. Looking at the top ten stimulus, Amanda will discuss the impact on marketing and communications and what you need to consider when planning your strategy for 2012.
Amanda Gregory, director, Education Marketing Solutions
How Do You Create and Maintain a High Performing Team?
"Coming together is a beginning. Keeping together is progress. Working together is success." Henry Ford. This session will look at the characteristics of high performing teams, how to apply that methodology to team development and review a case study where a team has responded to a challenge and delivered beyond their usual comfort zone. You will also work on a ‘challenge' issue to solve common problems facing managers using some of the attributes and techniques associated with high performing teams.
Dale Cooper, head of major gifts, Arts and Sciences, Erin Morgan, head of campaign, Strategy and Planning, King's College London and Ian Rowley, director of development, communication and strategy, University of Warwick
Switching Direction: Keeping Alumni Relations Institutionally Relevant in a Changing World
With tightening budgets and changing higher education systems alumni relations provides our institutions with a huge opportunity to draw on the support and loyalty of tens of thousands of engaged graduates. Find out what do we need to do in order to capitalize on this good will and enthusiasm, and how to justify our own resource allocations within our organsiations.
Nathalie Walker, head of alumni relations, University of Cambridge
12.15 - 13.00 Breakout Session 9 (choose one)

Understanding Success in Regular Giving - Institutional Comparisons and Benchmarking
Most people involved in regular / annual giving want to know how their own programme is doing compared to previous years and with other institutions. Iain More Associates and 15 universities have started an annual benchmarking exercise to do just this. As well as comparing their own programmes they are looking at the solicitation and giving history of more than 1.5 million graduates of British universities. This session explores the results and highlights so far. Adrian Beney, partner, Iain More Associates and Adrian Salmon, annual fund manager, University of Leeds

Connecting With Your Alumni Online to Enhance Your Development Programme
Cut-backs on government funding have caused an increased need to boost individual giving. Your alumni provide a unique opportunity for support but the challenge is to get them engaged and aware of your fundraising needs. During this session we will review strategies and channels for alumni engagement and tips on how to get them donating.
Sandra Luther, internet solutions manager, Blackbaud Europe

Students can't Choose their University and Course on Statistics Alone. Beyond KIS - What's Important to Students?
From September 2012, students will be able to compare courses and institutes using HEFCE collated Key Information Set data available for every HE course in the country. New research shows that while students want to evaluate employability outcomes and teaching quality, they will also look beyond KIS to inform their choices. This presentation focuses on that research and explores how KIS presents universities with an opportunity to communicate their strengths to students using the most appropriate channels.
Jamie O'Connell, marketing director, The Student Room and Toby Windsor, managing partner, SMRS


Integrating External Relations
In so many institutions, development and other external relations activities operate in separate silos. Many Swedish universities have set up External Relations Divisions headed by a Vice Rector leading and coordinating activities such as development, alumni relations, careers services, corporate relations, communications and marketing. Brakeley Mira in the Nordic countries and Mira Network have redirected their consulting services to address the needs of Swedish universities. Could this approach to advancement transfer to other countries?
Magnus Bratt, chief executive officerMIRA Network AB, Swedenand John Kelly, president, John Kelly Consulting

Punching below (or above) your weight
Some universities consistently punch below their weight in terms of perceived value amongst students. Key measures of value for money include an institution's reputation, the recommendations it receives and the extent to which the student feels more employable. So where do you sit on a ranking table of perceived value amongst students? This workshop / presentation will help you to identify best practice and examine how you can play to your own strengths.Ben Marks, Managing Director, OpinionPanel and and Kyla Steenhart, associate director, Higher Education, OpinionPanel
Hitting the headlines: how institutions can grab a journalist's attention
With reforms, fee rises and the odd documentary about vice chancellor pay and perks grabbing the headlines, turning heads with positive education news can be a tricky sell in the current climate. Covering print, digital and social media, a panel of Guardian journalists and media commentators will share what news hooks and issues they respond to and reveal the media channels they use when seeking stories, contacts and leads. Chaired by Kim Catcheside, associate director, Champollion.
Presented by Wendy Berliner, head of education, Guardian Business and Professional, Kerry Eustice, editor, Guardian Higher Education Network and Chris Roberts, senior lecturer, media, culture and journalism, University of Roehampton



Thought For Food: An initiative combining CSR, partnerships and social media which anyone in HE Marketing should know about
At a time when CSR is high on the agenda, not to mention industry collaborations, this is a compelling story of how big business and pan European universities and students have partnered together to solve global challenges on a local scale. This session will highlight the benefits enjoyed by the universities, students and businesses involved, and show you the high impact that can be achieved at little or no cost through social media.
Jim Tudor, managing director, Euro RSCG Heist and Alan Ferns, director of communications, Media and Public Relations, The University of Manchester


Give as you LiveTM | A hidden revenue stream
Thousands of leading stores have signed up to donate money to your cause every time you and your supporters shop online. From Expedia to John Lewis, Give as you LiveTM can turn every pound your supporters spend online into a donation for your cause, at no cost to you or to your supporters. With the average person able to raise £75/year, you could raise millions without asking your students, alumni or staff for a penny. Suki Gallagher, head of partnerships, Everyclick and Karen Brady, Head of Alumni Relations, University of Liverpool

An exclusive alumni network and presence in Facebook or LinkedIn
What are the main differences between Facebook Groups/ Fanpages, LinkedIn Groups and exclusive alumni networks? Learn what these solutions offer to alumni and marketing managers, the activities each tool is best at handling, and how social and alumni networks can work together.
Christoph Herrlich, director, InraWorlds, Germany

Digital techniques to re-establish contact, develop relationships, and focus fundraising
Using real examples of some of our work with universities to illustrate how combining old school targeting and digital technology can reduce the cost of developing alumni relations and identify measurable future fundraising potential. We explain how exploiting the characteristics of digital communications can transform two-dimensional alumni data into reliable ‘business' knowledge. Peter Larsen, managing partner, Nurtural and Alistair Dutton, new media manager, Workwithus
13.00 - 14.30 Lunch
14.30 - 15.30 Breakout Session 10 (choose one)
Business Engagement Through Alumni Relations
Businesses and community organisations are often an untapped resource for educational institutions. Through creating business opportunities with events, volunteer programmes, and sponsorship, Megan will explore ways you can use alumni relations to raise your organisation's profile and advance alumni outreach.
Megan Bruns, head of alumni and community relations, King's College London
My Worst Mistakes
Event gone wrong? Mailing disaster? Come and confess! Share secrets and entertaining errors with a panel of senior alumni relations professionals. We've all made them and been there. Leave feeling relieved but revived.
Ian Moore, Deputy Head of Alumni Relations and Annual Giving, Queen's University Belfast and Sandra Rincon, Director of International Alumni Relations, Tilburg University, The Netherlands
Developing a Communications Strategy
Drawing on their experiences across a variety of universities, the speakers will share advice, give examples and highlight the potential ‘bear traps' that senior managers face when developing new communications strategies. Participants will be encouraged to discuss and share their experiences with the panel.
Peter Reader, director of marketing communications, University of Portsmouth; Alistair Jarvis, director of communications and marketing, University of Birmingham and Wrister Grommers, director, communications and marketing, University of Amsterdam
Talking Your Students' Language
In an increasingly competitive higher education sector, connecting with students is more important than ever. So how can we reach our students? This session will share research findings about what student users of digital communication systems are looking for and how we can use them to foster the sense of community that underpins a great student experience.
Madeleine McGowan, director of communications and PR, University of Surrey
My First Year as a Fundraiser
Fundraising in education and the arts is a brilliant career. But who grows up wanting to be a fundraiser? Where do we find the next generation of Development Directors? How do you recruit someone with little experience but lots of potential? Come and hear lessons from the first year of the CASE graduate trainee programme, which identifies and nurtures champion fundraisers for the future.
Laura Yaffe, CASE graduate trainee, fundraising and supporter development, King's College London and Gemma Martin, Annual Fund Assistant, University of Sussex. Chaired by Kate Hunter, executive director, CASE Europe
The Pipe(line) of Peace - Smoothing the Transition Between Annual Giving and Major Donor pools
This session will give examples of how three teams, of varying sizes, are navigating the often bumpy path our prospective donors take between annual giving and major gift pools. You will hear how internal practices and procedures, an ongoing dialogue and a single, simple goal - to engage more donors at all levels - have led to a newly paved road (with the very occasional speedbump!).
Matthew Mangan, director of fundraising, University of Birmingham; Andy Wood, director of development and alumni relations, University of Reading and Kate Glennie, development manager, Major Gifts, Birkbeck, University of London
Communications Planning to Support a Services-Led Strategy
Delivering consistent, seamless and simultaneous communications for a diverse range of stakeholders is a key challenge for any marketing department, and requires detailed yet flexible planning tools. This practical session explores the theory and challenges of implementing integrated marketing in a HE context. Matt, Emily and Michelle will demonstrate how marketing planning at Liverpool has been underpinned by the development, implementation and evaluation of a series of Information Search Models.
Matt Smith, head of student recruitment marketing, Emily Bell, marketing and communications officer and Michelle Goulding, University of Liverpool
Attracting the Best!
The higher education landscape is changing rapidly and the students we attract to our institutions are going to have an even greater impact on funding and organisational reputation. This session will explore strategies and tactics for student recruitment and will give participants time to reflect on their own needs and work together to develop plans to address these.
Tania Rhodes-Taylor, head of marketing, development and communications, Institute of Education, University of London
The (almost) All New Price is Right
How should HEIs set tuition fee levels in a changing and increasingly competitive world? This updated session explores the marketing concepts of price, market research techniques for price setting and examines current practice. All combined with the pizzazz and glamour of one of the world's favourite game shows. So come on down to this session, the Price is Right.
Richard Taylor, director, division of corporate affairs and planning, University of Leicester
Developing a New Communications Strategy
Drawing on their experiences across a variety of universities, the speakers will share advice, give examples and highlight the potential ‘bear traps' that senior managers face when developing new communications strategies. Participants will be encouraged to discuss and share their experiences.
Alistair Jarvis, director of communications and marketing, University of Birmingham; Peter Reader, director of marketing and communications, University of Portsmouth and Wrister Grommers, director, communications and marketing University of Amsterdam
Two Tribes - Bringing Communications and Marketing Together
The way in which many universities organise their external relations activities is changing in response to a dynamic external environment. This session focuses on the opportunities - and challenges - presented when the communications and marketing teams at UCL, with their own distinct cultures, were brought together. It also discusses some wider lessons for integrated approaches to meeting the challenges faced by the sector over the next few years.
Mark Sudbury, director of communications, University College London
15.30 - 16.00 Refreshment and Networking Break
16.00 - 17.15 Closing Plenary - Twilight No More! Advancement Steps Out of the Shadow!
It's our moment! Advancement has so much to offer our institutions. 'Nevermore' so than in this daunting environment of dwindling government support, market competition, economic hardship and divided loyalties and priorities. How do we show our teams in the best possible light? How do we mobilise in order to put our best foot forward? How do we spotlight Advancement in the New World Order? Join our closing plenary, if you dare, for a glimpse into a new moon of possibilities!
Lorna Somers, vice president, McMaster Foundation and director of development, McMaster University, Canada
19.00 - 20.00 Gala Drinks Reception
Mezzanine Bar, Lancashire County Cricket Club
20.00 - 2.00 Gala Dinner and Entertainment
The Point, Lancashire County Cricket Club
CASE Europe reserves the right to amend the programme at any time.
