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Welcome and Opening Key Session
The Future of Higher Ed: A Kaleidoscope Perspective
Though Americans have traditionally valued higher education as a route to a better future for themselves and their children, over the past decade we have seen public confidence in higher education erode. Public discourse has focused on high costs, large student debt loads, endowment spending policies and doubts about whether a college education instills the competencies students need to succeed in our ever-changing world. Amid these questions, other countries are taking aggressive steps to make higher education broadly available to their citizens. Our panel of higher education leaders, including experts from private, public, for-profit and nonprofit colleges and universities, two-year and four-year institutions, and domestic and foreign schools will address fundamental questions about the role of higher education today and into the next economy.
Speakers: Sylvia Manning, President, Higher Learning Commission and Former Chancellor, University of Illinois at Chicago; DeRionne Pollard, President, Montgomery College (Md.); Lap-Chee Tsui, President, University of Hong Kong; and Andrew Rosen, Chairman and CEO, Kaplan
Moderator: Bernard Shaw, Journalist
Sponsored by Ellucian:
CASE Salon Opens
Refreshment Break in the CASE Salon
Andrew Rosen will sign copies of his book, Change.edu: Re-booting for the New Talent Economy, in the CASE Salon.
Will Things Ever Be the Same?
We are now in the fourth year of fundraising in a time of unprecedented change in the fundraising landscape. It is now becoming increasingly clear that it may be years, if ever, before we are back to business as usual. The combination of a rapidly aging donor population, budget deficits, low interest rates, stock market fluctuations, proposed new taxes on amounts given to charity and the elimination of the federal estate tax for 99 percent of Americans will mean inevitable changes in how donors will make gifts, especially larger ones, in coming months and years. How can we encourage gifts that will produce the most funds in the shortest period of time? Learn why counterintuitive approaches may be more productive in an increasingly competitive environment than more common, intuitive strategies.
Speaker: Robert Sharpe, President, The Sharpe Group
Succeeding With Social Media
In the third year of the CASE/mStoner/Slover Linett survey on social media in advancement, we focused more sharply on success, probing on particular tools, practices and tactics of social media that help institutions to achieve successful outcomes. This session shares our insights on how schools, colleges and universities are using social channels to augment their existing advancement activities and succeed in reaching their key constituents. We'll look at some examples of successful campaigns and explore how they were created, what they achieved and lessons you can learn from these examples.
Speakers: Michael Stoner, President, mStoner; and Cheryl Slover-Linett, Managing Partner, Slover Linett Strategies
Data-Driven Alumni Communications: The Methods to the Madness
Tens of thousands of alumni at institutions across the nation have been classified into persona groups that predict their likely attitudes, motivations and behaviors associated with giving. They have also indicated which channels they perceive as effective for communications purposes as well as what types of philanthropies they support. Join the professionals who have been conducting the research in a discussion of how to translate this type of data into relevant, multichannel communications that resonate. Identify different methodologies that are useful for segmenting alumni, learn how best to craft communications for different segments and review examples of communications that work.
Speakers: Ann Oleson, Chief Visionary Officer, Converge Consulting; and Melissa Newman, Executive Director, Juvenile Diabetes Research Foundation
Improving Your Development Professional's Capacity to Deliver
Development professionals have significant and strategic responsibilities for cultivating donors, often with little formal preparation. They engage with many constituencies: alumni, friends of the institution and colleagues. The work of cultivation should ultimately lead to the realization of a gift that allows the institution to grow and positively impact lives. During this session you'll hear the results of a program created at Cornell University that focuses on human dynamics and strategic thinking with the goal of increasing individual gift officer skills and maximizing their capacity to generate gifts.
Speakers: Rick Banks, Associate Vice President, Alumni Affairs & Development Administration; and Dane Cruz, Director, Cornell Interactive Theater Ensemble, Cornell University
Driving Acquisition, Enrollment and Reputation Using Social Media
Explore the impact of social media on acquisition, enrollment and school reputation. Through theory and blind case studies, discover how various media—ranging from blogging and flickr to Facebook, Twitter and YouTube, and from online public relations to Textonomy analysis—are revolutionizing how we reach high school students, adult and online learners. Presenters will demonstrate how social media drives people to an open house, gets prospects to apply, encourages them to enroll and how it can be used to manage an institution's online reputation. A well-run reputation campaign will not only influence prospects but will generate positive, persuasive organic search results as well.
Speakers: Lee Ann Dmochowski, Senior Admissions Counselor and Assistant Director for Communications and Marketing, Rutgers, The State University of New Jersey; Kristen Fox, Vice President, Practice Leader, Eduventures; and Josh Moritz, Senior Vice President, Creative Partners
Leadership Diversity in the 21st Century
U.S. demographics have changed drastically over the past 20 years, but these changes have yet to translate equally into a more diverse giving pool. As the demographics shift, so will the prospect and donor bases. You need to think strategically about the future of your constituencies, and discover how to build relationships with emerging communities that will drive your success for generations to come. Learn how one school has built solid, in-depth relationships with extremely diverse and complex communities—including trustees, volunteers and civic leaders—making their fundraising efforts more collaborative, culturally relevant and ultimately more successful.
Speakers: Sandra Chen Lau, Assistant Dean for Advancement & External Relations, School of Architecture; and Diana Bernal O'Leary, Assistant Vice President, University of Southern California
COMMUNITY COLLEGES TRACK
Community College Campaign Leadership, Prospects and Case: Getting It Right Before the Feasibility Study
Campaigns succeed when the college and leadership are truly prepared for big gift fundraising. If you aren't campaign ready, your feasibility study won't tell you much more than to "get ready." So what do you do to prepare for a campaign? How do you know when you are ready to campaign? What processes and challenges lie ahead? Since 2010, Portland Community College (PCC) has undertaken a strategic program to prepare for its first-ever campaign, with all the work preceding the campaign feasibility study. This session examines the most important readiness factors for PCC and similar community colleges.
Speakers: Marianne Briscoe, President, Brakeley Briscoe; and Kristin Watkins, Associate Vice President, College Advancement, Portland Community College
Drive: What the Science of Motivation Can Teach You About High Performance
Dan Pink, best-selling author of A Whole New Mind, uses four decades of behavioral research to reveal why the traditional approach to high performance backfires on most organizations. In a provocative and entertaining presentation, audiences will see how many common organizational incentives often go wrong—and can reduce both creativity and satisfaction on the job. Participants will learn that the people who do what they do because of enjoyment of the task itself routinely outperform those who are motivated by external rewards. With examples from cutting-edge companies and intriguing experiments around the world, participants will learn the three key ingredients of intrinsically-motivated high performers—and demonstrate how organizations can create contexts that tap our deepest motivations to produce the highest results.
Speaker: Dan Pink, Author
Sponsored by: Campbell & Company
Enjoy a hilarious musical revue of political satire, performed by the Washington-based troupe of Congressional staffers turned songwriters.
Dan Pink will sign copies of his book, Drive: The Surprising Truth about what Motivates Us, in the CASE Salon.
Welcome Reception in the CASE Salon
Sponsored by Campbell & Company
Monday, July 16
CASE Salon Opens
Breakfast in the CASE Salon
The View from Washington
Whether through regulations, student aid or research funding, the federal government plays a bigger role on every college and university campus than it did a few short years ago. The impact and shape of the federal presence is likely to change, once again, as a result of the next reauthorization of the Higher Education Act—scheduled to start in 2013. This session will review the recent changes in higher education that are likely to drive the pending reauthorization, analyze some of the most prominent policy issues likely to attract the attention of federal policymakers and outline the implications for CASE members working on campus.
Speaker: Terry Hartle, Senior Vice President, Government and Public Affairs, American Council on Education
Houston, We Have a Problem
While women today make up 68 percent of the educational advancement profession, they still lag behind men in their compensation for the same jobs. The results of the 2011 CASE Compensation Survey provided insights like these on trends since the last in-depth analysis in 2008. The findings also showed that the gap has decreased only slightly ($1,100 in three years). At this rate, it would take until the year 2040 for women to earn equal pay for those same jobs. We have to do better, but how? Equally important is the lack of diversity on our advancement staffs and things are not changing quickly enough. Yet, the students and donors we serve live in an ever-changing complex and diverse world. Explore some answers as we probe these issues through three lenses—one of a campus chief diversity officer, another from a corporate chief diversity officer, and still another from an executive search consultant with a track record for placing women and minorities in these very positions. Let's see if we can move the needle before the next survey findings are released.
Speakers: Carolynn Brooks, Vice President, Chief Diversity Officer, OfficeMax; and Jan Greenwood, President and Partner, Greenwood/Asher & Associates; and Terri Harris Reed, Vice Provost for Diversity and Inclusion, The George Washington University
Moderator: Rob Henry, Executive Director of Emerging Constituencies, CASE
EncoreU: The Rise of the Boomers and the Invention of School for the Second Half of Life
Ten thousand boomers a day are turning 60, part of a post-midlife migration that will transform the demographic makeup of American society and present a set of extraordinary opportunities for higher education. Nearly ten million of these individuals have already shifted into encore careers—second acts at the intersection of passion, purpose and a paycheck—while three times that many say doing so is a top priority. At the same time, these individuals are struggling with the transition from what's last to what's next, one that will likely require new pathways including a revolution in higher education, what might be called school for the second half of life. Learn more about this trend, innovative education models that are emerging to meet the opportunity, and how alumni groups, in particular, can play a pivotal role shaping this transformation.
Speaker: Marc Freedman, Author, The Big Shift
Attracting and Retaining a High Caliber Advancement Vice President
The vice president for advancement is one of the most important members of a president's cabinet. The relationship between these two executives must be built on a solid foundation of mutual trust and respect. With the pressure on presidents to succeed in fundraising, a partnership with the right vice president can be a key component of a successful presidency. Competition for the best senior executives is fierce, and retaining an excellent vice president should be a top priority. This session will address how to create and maintain a productive partnership with your chief advancement officer, ensuring development success both for you, and for your organization.
Speakers: James Harris, President, Widener University; Penny Hunt, Vice-Chancellor for Advancement, University of Illinois at Chicago; and Lucy A. Leske, Vice President and Co-Director, Education Practice, Witt/Kieffer
Marc Freedman will sign copies of his book, The Big Shift: Navigating the New Stage Beyond Midlife, in the CASE Salon.
Millennial Donors: Engaging the Next Generation of Alumni Donors Now
Millennial donors are different than donors from past generations—but not in the ways you might expect. Yes, technology and social media are integral parts of their lives, but these alumni and donors are driven by personal relationships and human connections. As a result, institutions need to realign their young alumni engagement strategies, with the expectation that this undertaking will not produce quick returns, but will deliver considerable long-term rewards. In 2012, Johnson, Grossnickle & Associates partnered with Achieve to conduct a third phase research study to improve our understanding of how nonprofits can best work with Millennials. The 2012 Millennial Donor report compiles results from a national online survey of Millennials, input from focus groups held with Millennials from New York to Los Angeles, and feedback from nonprofit practitioners on best practices working to engage Millennials in real causes as alumni, donors, volunteers and leaders. Discuss the latest Millennial donor research as it applies to colleges and universities.
Speakers: Derrick Feldmann, CEO, Achieve; and Angela White, Senior Consultant and CEO, Johnson, Grossnickle & Associates
Rethinking a Culture of Philanthropy
In these difficult economic times, there is more and more talk about creating and sustaining a culture of philanthropy on our campuses. But just what is a culture of philanthropy? How do you know you have one? How do you build one? What key concepts or tools can you use to assess the health of your culture of philanthropy? Explore these and other questions regarding the climate and culture of philanthropy on our campuses today. Learn the results of a national survey of campus leaders, conducted in the spring of 2012, regarding their perceptions of the causes and concepts of a culture of philanthropy.
Speaker: Peter Smits, Vice President for University Advancement, California State University, Fresno
Planet of the Apps: New Research on the Dangers and Opportunities for Alumni Magazines in a Print and Digital World
Alumni relations and communications budgets are more constrained than almost ever before. Printing and postage costs are increasing. iPads, e-readers, tablets and other mobile communication devices are rapidly proliferating. Alumni are beginning to ask for mobile apps instead of the print version of their alumni magazine. So it's not surprising that institutions are tempted to reduce circulation of their magazines and distribute them electronically instead. But is it a good idea to do so, even when recipients ask to opt-out of the print version? What are the potential upsides and downsides? Learn the results of focus groups and a survey conducted with Stanford University alumni, regarding their response to Stanford's recent release of their alumni magazine's mobile app.
Speaker: Jerold Pearson, Director of Market Research, Stanford University Alumni Association
Beyond the Silos: Building a Truly Integrated Advancement Model
Development, alumni relations, and communications and marketing often exist as silos as a result of organizational histories, structures, perceived and real programmatic distinctions, or some combination of all three. Explore the means by which planning, the use of data and quantifiable objectives and outcomes across both our development and alumni relations cohorts, and the applications of new technologies such as social media and overall communications, can be used to unite advancement operations and staff professionals. In an environment of diminishing resources, increasing competition for the contributed dollar and volunteer time, expanding levels of accountability surrounding return on investment and striving to maximize staff recruitment and retention efforts, we must create and commit to points of practice by which we can all be described and acknowledged as advancement professionals.
Speaker: Jennifer McDonough, Partner, Bentz Whaley Flessner
To Protect and Serve: The Best Defense Requires a Stellar Offense
In today's dynamic communication world, preventing and mitigating damage to an institution's reputation—when litigation, workforce or other crises occur—requires more than messaging know-how and media experience. Winning in the court of public opinion necessitates strategic alliances, an affirmative communications strategy, the ability to navigate the institution's culture and remain on offense through uncertainty and heightened emotion. Effective communication and management of crisis situations and reputation require the art of influence and persuasion coupled with data and knowledge of communication strategy and theory. This session is designed to provide insight into using both to manage a crisis in a complex and rapidly changing political environment.
Speaker: Renee Walker, President, Renee Walker & Associates LLC
COMMUNITY COLLEGES TRACK
Sign of the Times: Multichannel Donor Communication Boosts Engagement
Advancement professionals must apply a multichannel marketing communications approach using traditional and social media to effectively engage donors. In this session, Sharon Beales of Montgomery County Community College (MCCC) and Judy Magnusson of Ellician will share best practices for engaging via social networks and a college's website—where 65-70 percent of donors seek institution information. The session will offer insights on MCCC's successful multichannel donor communications program and on effectively integrating and tracking donor communications initiatives.
Speakers: Sharon Beales, Vice President, Development and External Relations, Montgomery County Community College (Pa.); and Judy Magnusson, Project Manager, Ellucian
Effective and timely communication of your message, in good times and in bad, takes careful planning for which colleges and universities must be prepared. This preparation includes your president, boards, donors and senior staff to most effectively manage positive opportunities and once in a lifetime crises with your institution's best interests and reputation in mind. Case studies, shared by a fellow university president, will highlight communications and leadership best practices. This session will help campuses understand when best to put the president out front to share news but also when to defer to staff and review those times when a third party may be your strongest voice publicly. And, perhaps most importantly, discuss how to step up when your leadership is needed most.
Speakers: Jonathan Gibralter, President, Frostburg State University and Teresa Parrot, Principal, TVP Communications
Distinguished Service Awards Luncheon
Join your peers to honor the 2012 recipients of the CASE Distinguished Service Awards. CASE's most prestigious awards recognize extraordinary service and leadership in advancement and education.
Sponsored by Ellucian:
Dessert Reception in the CASE Salon
The East Beckons: Fundraising in Hong Kong and Mainland China
With China's economy surging and Chinese student populations on the rise at institutions around the world, China is becoming a bigger and more tempting target for academic fundraisers on both sides of the Pacific. Eden Woon will provide a cultural context for fundraising activities in these areas, and will address their different aspects, including donor targets, philanthropic agencies and activities permitted by law. Marc Weinstein will focus on how North American universities can build successful alumni relations and development strategies in Asia, with a particular focus on Hong Kong, Shanghai, Singapore and Beijing. From cultivating a successful major gifts strategy to building strong networks of volunteers, he will draw upon McGill's extensive experience in the region to provide insight for North American fundraisers looking to gain a foothold across the Pacific.
Speakers: Eden Woon, Vice President for Institutional Advancement, Hong Kong University of Science and Technology and Marc Weinstein, Vice-Principal, Development and Alumni Relations, McGill University
The Importance of Maximizing Lifetime Value of Constituents
You know the importance of building strong relationships with your alumni, donors and friends. In many cases, the strength of your relationships can determine your success. You need to keep in touch with supporters, analyze best prospects, develop online communities and let constituents know you appreciate them. The aim is to manage this support journey in such a manner that maximizes value both for the constituent and for the institution. In the higher education advancement world, it's no longer just about donor management; you have to purposefully manage your supporters while they move through their journey of developing and growing their relationships with your institution. Using case studies from the University of Oxford and UCLA, this session will look at ways to cultivate lifelong relationships, streamline processes and deal with the internal obstacles and challenges of your university while putting your constituents first.
Speakers: Ralph Amos, Assistant Vice Chancellor Alumni Relations, University of California, Los Angeles; Daniel Keyworth, Head of DARS and Associate Director (Annual Programmes), University of Oxford; and Bill Walsh, Sales Engineer, Blackbaud
Preparation for the Vice Presidency of the Future: Are We Learning the Right Competencies Today for Leadership Tomorrow?
It is widely acknowledged that the gap between the top frontline fundraiser and the vice president is wider than it looks, requiring competencies beyond face-to-face major gift fundraising and team management. A vice president for development must understand and contribute to a variety of areas and be highly effective in diplomacy, balancing the myriad—and sometimes competing—interests of board members, the president, the provost, deans and others. With this complexity of the vice president's job as context, presenters examine the competencies gap from three perspectives and present the results of a survey, exploring the question of which vice presidential competencies are most critical for success, how well prepared VPs are when taking on their first vice presidency, and what we are doing, and should be doing, to prepare assistant and associate vice presidents for a successful vice presidency.
Speakers: Jon Derek Croteau, Senior Consultant, Witt/Kieffer; Ron Schiller, Senior Vice President of Business Development, Lois L. Lindauer Searches; Jim Thompson, Senior Vice President & Chief Advancement Officer, University of Rochester; Sue Washburn, Principal, Washburn & McGoldrick Inc.and Darrow Zeidenstein, Vice President for Resource Development, Rice University
Higher Ed Marketing Metrics
As the marketing efforts on most campuses grow in size and sophistication, institutional expectations are rising, making our ability to provide metrics around productivity critical. We are charged with answering the vital mix of questions: "What's working?" and "What's not working?" in order to continually improve the effectiveness of our marketing program. Like other major units around campus, marketing staff need to be able to provide leadership with a metrics dashboard that outlines our impact. Although some marketing outcomes are difficult to measure, there are a wide variety of metrics that we can track regularly in order to describe the return on the marketing investment. After all, you can't manage what you don't measure.
Speaker: Elizabeth Scarborough, CEO, SimpsonScarborough, LLC
Advancement-Enabling Technology: Uses and Strategies Revisited
What technology tools are development and alumni/constituent relations offices using to support advancement efforts? Is technology being used strategically or tactically? What are the barriers to the effective use of technology, and how satisfied are advancement professionals with their technology tools? In this session, a panel of practitioners will explore the findings of the second CASE study on the use of technology in development and alumni/constituent relations, and discuss strategies to use technology effectively to enhance advancement operations. Attendees will also receive a full copy of the report, which will include comparisons of the 2010 and 2012 survey data.
Speaker: Jeffrey Scott Jones, Vice President, Strategy & Product Management, Advancement, Financial and Human Capital Management Solutions, Ellucian; Terry Callaghan, Associate Vice President, Information Technology & Gift and Alumni Records, Rutgers University Foundation; and John Taylor, Associate Vice Chancellor, Advancement Services & Interim Campaign Manager, North Carolina State University
COMMUNITY COLLEGES TRACK
Strategic Leadership by Community Colleges: Fundraising in the Face of the New Funding Landscape
Community colleges have been subject to unprecedented funding cuts in the past few years. This is most likely an irreversible trajectory and dealing with it requires strategic leadership by boards, presidents, vice presidents and deans. This session is designed to tackle the perceived obstacles and provide possible solutions so that community colleges can successfully engage in fundraising.
Speaker: Ara Serjoie, Vice President of Development, Clark College Foundation
Presidents and Social Media
Social media is pervasive. Not only are presidents expected to communicate with important constituents through social tools like Facebook and Twitter, but many recognize these tools as channels that allow them to amplify their messages. This session offers ideas on how presidents can maximize their use of social media—and proves why social channels are an important component of today's communications mix.
Speakers: Michael Stoner, President, mStoner; and Robert Wyatt, President, Coker College
Annual Membership Meeting
Up Close and Personal: A Donor's Reflections
One of America's most important philanthropists will offer his candid observations about why higher education merits major support and what colleges and universities need to think about in order to make the most compelling case possible. Moderator Bob Edwards will ask questions to dive deeper into Rubenstein's thinking and will then take additional questions from the audience.
Speaker: David Rubenstein, Philanthropist and Co-Founder, The Carlyle Group
Interviewer: Bob Edwards, Host, "The Bob Edwards Show"; Former NPR Host of "Morning Edition"
Sponsored by: Blackbaud
Wine and Cheese Reception in the CASE Salon
Bob Edwards will sign copies of his book, A Voice in the Box: My Life in Radio, in the CASE Salon.
Tuesday, July 17
The Social Web: Relationships in the Digital Age
Advancement is about relationships. This session will cover the current state of relationship-building, where we need to be today and what we might anticipate about tomorrow. How do we use all of the media available to us to develop new relationships and deepen existing ones? At what point do we need to log off and tune into each other in person? Discuss the implications of social media in the context of relationship-building and learn how we connect with each other, and institutions, in the digital age.
Speaker: Sherry Turkle, Abby Rockefeller Mauzé Professor of the Social Studies of Science and Technology, Massachusetts Institute of Technology
Responders: Charlie Melichar, Associate Vice Chancellor, Communications Office, Vanderbilt University; and Scott Westerman, Associate Vice President and Executive Director, Alumni Association, Michigan State University
Sponsored by: Liberty Mutual
Refreshment Break in the Maryland Ballroom Foyer
Sherry Turkle will be signing copies of her book, Alone Together: Why We Expect More from Technology and Less from Each Other, and Seth Godin will be signing copies of his book, We Are All Weird, in the Maryland Ballroom Foyer.
Closing Key session
Invisible or Remarkable?
Hear from one of today's contemporary thinkers on the fast-paced world of marketing. Best-selling author Seth Godin believes that the only way to spread word about an idea is to create buzz that the idea is remarkable. He believes that ideas that spread win, that stories—not facts—rule, and that remarkable products and services are the most likely to succeed. During this session he will touch upon how leadership can be used as the most effective form of marketing when you're willing to "poke the box," a call to action about the initiative you're willing to take in both your life and at your job.
Speaker: Seth Godin, Author and Entrepreneur
Sponsored by: GEICO