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WELCOME AND OPENING KEY SESSION
The Future of College: The Campus of Tomorrow
Jeff Selingo introduces us to the forces converging on higher education and walks through the opportunities and risks they present for the future of traditional colleges and residential campuses. His talk will set the stage for a panel discussion on higher education in the next decade and beyond.
Speaker: Jeff Selingo, Editor-at-Large, The Chronicle of Higher Education and Author, College (Un)Bound: The Future of Higher Education and What It Means for Students (May 2013)
Disruptive Innovation: The Evolution and Revolution Rocking Higher Education
Jeff Selingo writes, "We tend to romanticize what happens on a college campus these days to fit a vision of higher education from a generation ago. Yet today's students no longer fit that mold." Innovation is creating major disruption in higher ed. Campuses are facing more pressure than ever before to change the way they do business, with calls to cut costs, streamline operations and employ technology to make higher education more accessible and efficient. Today's leading innovators and visionaries in higher education discuss their solutions to the onslaught of unprecedented challenges and take a look at the path forward for higher education.
Speakers: Michael Horn, Co-founder and Executive Director, Clayton Christensen Institute for Disruptive Innovation; Daphne Koller, Co-founder and Co-CEO, Coursera, and Rajeev Motwani Professor, School of Engineering, Stanford University; and Timothy White, Chancellor, The California State University
Moderator: Jeff Selingo, Editor-at-Large, The Chronicle of Higher Education and Author, College (Un)Bound: The Future of Higher Education and What It Means for Students (May 2013)
CASE Salon Opens
Refreshment Break in the CASE Salon
Jeff Selingo signs copies of his book, College (Un)Bound: The Future of Higher Education and What It Means for Students, in the CASE Salon.
CASEx SESSIONS (repeated at 3:30 PM today)
New this year, the Summit is bringing you a series of sessions in the TEDx style. Six sessions have been selected to provide learning and inspiration while provoking conversations that matter. Each session will be repeated once, giving attendees the opportunity to attend two of them.
Crowdfunding: A New Addition to the Fundraising Toolkit AR
Hear about Cornell University's exploration of the potential of crowdfunding - how it can be used to win stakeholders, measure results, and uncover insights on winning new donors online. Crowdfunding shows promise as a complement to existing appeals and campaigns, as well as a compelling mode of engagement for students, alumni, parents, and friends.
Speaker: Andrew Gossen, Senior Director for Social Media Strategy, Cornell University
Let Social Be Social AR
A nasty comment is written on your alumni association's Facebook Page. A prominent alum with a sharp tongue lashes out on Twitter. Your annual report is only read by a small few. What do you do? Let social be social. Trust the world's new connection economy to take its course and nurture a healthy dialogue for your alumni community. Find the perfect mean of moderation and discover your social leadership potential in the process.
Speaker: Harvey Simmons, Marketing Dean, EverTrue
Lifetime Relationship Management: Everyone's Job and No One's Job AR
From silos to CRMs, challenges abound to break down silos for a truly integrated advancement approach. Higher education is often organized in functional units for audiences who look at an institution holistically. Each office owns a piece of the relationship cycle, but typically no one owns the entire lifecycle, resulting in a disjointed, short-term approach to relationship management. Using Indiana University East's integrated advancement model that focuses on maximizing collaboration across all stages of the lifecycle, this session will outline specific strategies and tactics for building a lifetime engagement culture on campus.
Speaker: Rob Zinkan, Vice Chancellor for External Affairs, Indiana University East
Privatization and the Public Good: Public Universities in the Balance
After two centuries of extraordinary public higher education that was both well-funded and high quality, the bond between public universities and the public good is facing increasing challenges. Privatization describes a change in a university's relationship with the state in governance and autonomy, control of tuition and enrollment, and increased alternative revenues including philanthropy. The purpose of this presentation is to understand the strategies of privatization, the ways that they define their public mission, and how these universities and their states balance institutional interests with the historic public mission.
Speaker: Matthew Lambert, Vice President for Development, The College of William & Mary
The Evolving Higher Education Value Chain and a New Way for Advancement AR
The current focus on peer-to-peer learning, MOOCs, badges, etc. is bringing extensive attention and scrutiny to the higher education value chain. Two fundamental shifts are taking place at both the beginning and at the end of this chain. The changing demographic of prospective students and the redefinition of institutional affiliation have huge implications for those in advancement and change the very nature of the alumni experience. Building upon the largest surveys of prospective students and alumni across generations, Mark Nemec will draw lessons from the past, from current practice and from a modeling of available data to suggest what this evolution means for the new way advancement officers need to approach their responsibilities.
Speaker: Mark Nemec, President and CEO, Eduventures
The Risks in Measuring Alumni Engagement AR
Why do we have alumni associations in the 21st century? The shortest, most common answer today is "to engage alumni." But what does "engagement" mean? Who defines it—the institution or its alumni—and do we agree on its overall importance? Even if we share an understanding of what alumni engagement is, there is much disagreement about how to measure it. Should we be measuring it at all? Or is there a different approach that might help us, our alumni, and our institutions even more? This session looks at one possible risk of measuring engagement in quantitative terms, and proposes a different way of thinking about this important question.
Speaker: Andy Shaindlin, Associate Vice President for Alumni Relations & Annual Giving, Carnegie Mellon University
CASEx SESSIONS Repeat
Refreshment Break in the CASE Salon
The One World Schoolhouse: Education Reimagined
With more than 3,000 instructional videos, 300 exercises and 3,700,000 unique users per month, Khan Academy is rethinking the world of education. Founder Salman Khan provides insight into the history and the evolution of Khan Academy and how we can rethink education.
Speaker: Salman Khan, Founder, Khan Academy
Introduction: Martha Beattie, Vice President, Alumni Relations, Dartmouth College
Sal Khan signs copies of his book, The One World Schoolhouse: Education Reimagined, in the CASE Salon.
Welcome Reception in the CASE Salon
CASE Salon Closes
Monday, July 15
Continental Breakfast in the CASE Salon
EXECUTIVE LEADERSHIP SEMINARS (repeated at 10:30 AM today)
CASE has partnered with two of the nation's top business schools to provide educational sessions for today's leaders in advancement. Each session will be repeated once, giving you the opportunity to have a full morning of executive leadership education.
Communication and the Art of Persuasion
You spend much of your time at work communicating with others—team members, subordinates and stake holders. Yet you probably don't spend much time thinking about the way you communicate, nor are you likely, in the education setting, to get honest feedback on your communication skills. This session will help you avoid the most common communication pitfalls for senior leaders in organizations and provide guidelines for improving your own approach. It will focus on a specific aspect of communication—persuasion—and draw on specific examples from other organizations and their leaders to highlight a set of practical takeaways.
Speaker: Francis Flynn, Paul E. Holden Professor of Organizational Behavior, Stanford Graduate School of Business
Introduction by: Andrew Careaga, Director of Communications, Missouri University of Science and Technology
Confidence and Overconfidence
Overconfidence is one of the most common biases to which human judgment falls victim. While confidence is essential to effective leadership, overconfidence can get us, and the organizations we work for, into big trouble. Overconfidence has been implicated in the willingness to initiate lawsuits, strikes, price wars and armed conflicts. It may also be able to explain the frequency of mergers and acquisitions (despite their problems), high rates of entrepreneurial entry (despite their high rates of failure), and the high rate of trading in the stock market (despite the costs of trading). In this presentation, Don Moore will present the evidence on the human tendency toward overconfidence and will teach you how to avoid making mistakes biased by overconfidence.
Speaker: Don Moore, Barbara and Gerson Bakar Faculty Fellow, Haas School of Business, University of California, Berkeley
Introduction by: Bill Reynolds, Associate Vice President, Alumni Relations & Annual Fund, Georgetown University
Scaling Excellence Through Innovation
Scaling is a skill necessary for leaders of small startups, teams or departments, and large organizations. Scaling excellence is all about building a mindset rather than merely creating a short-lived footprint. This session helps you to come to grips with two challenges of scaling excellence—getting people to do MORE and getting them to do it BETTER. Learn how to descale bad behaviors and connect and cascade excellence to make your office a place where people do their best work.
Speaker: Hayagreeva Rao, Atholl McBean Professor of Organizational Behavior and Human Resources, Stanford Graduate School of Business, Stanford University
Introduction by: Tim O'Malley, Vice President for University Relations, University of San Diego, and CASE Trustee
What We Know that Isn't So: Myths, Misperceptions and the Stories We Tell Ourselves about Negotiation
The process of negotiation can be both mysterious and mundane. Unfortunately, in most negotiations, you can never be sure how well you did, so it's difficult to learn from your experiences. In this session, Margaret Neale will attempt to debunk four common negotiation myths and provide alternatives to these myths based on her and her colleagues' empirical research. She will provide a guide to more effective negotiating strategies, helping you get more of what you want from negotiations.
Speaker: Margaret Neale, Adams Distinguished Professor of Management, Stanford Graduate School of Business
Introduction by: Carrie Brown, Executive Director, Alumni Relations, Ithaca College
Coffee Break in the CASE Salon
EXECUTIVE LEADERSHIP SEMINARS Repeat
Distinguished Service Awards Luncheon & Alumni Relations Anniversary Celebration
Join your peers to honor the 2013 recipients of the CASE Distinguished Service Awards. CASE's most prestigious awards recognize extraordinary service and leadership in advancement and education. We will also be celebrating the 100th anniversary of the founding of the Association of Alumni Secretaries-the first organization dedicated to the field of alumni relations and a predecessor organization to CASE. Join us in recognizing this milestone as we explore the history of alumni relations.
*CASE Salon closed for lunch
Dessert Reception in the CASE Salon
Benchmarking to Drive Advancement Strategies
Each year, Target Analytics, a Blackbaud company, compiles fundraising data from a broad sample of private and public schools to evaluate overall annual fund trends such as acquisition, retention, reactivation, patterns in donor migration and much more. This presentation will focus on the key annual fund trends revealed by the 2012 Index of Higher Education Fundraising Performance. Presenters will share results of several studies of peer groups of public and private institutions. The data will provide insight into understanding giving patterns of generations of alumni, including an analysis on long-term giving to the institution. In addition to key annual fund metrics, the presentation will share results of a unique longitudinal study tracking donor behavior both before and after making a $1,000 gift.
Speakers: Jenny Cooke, Director of Higher Education, DonorCentrics Benchmarking, Blackbaud; and Shaun Keister, Vice Chancellor of Development, University of California, Davis
Using Metrics to Prove the Impact of Alumni Relations AR
As a leader in alumni relations you have to be able to advocate for its value. So what is your value? Do you have a narrative about what the impact or ROI of alumni relations is? In this session we'll consider a hypothesis about the ROI of alumni relations, and we will explore different types of metrics that can help us prove it. Types of metrics explored will include alumni attitude studies, program reviews, and specific examples correlating engagement and philanthropy. After this session, you'll have the tools you need to become your own best advocate about the impact and value of alumni relations.
Speaker: Scott Mory, Associate Senior Vice President and Campaign Director, University of Southern California
Developing High-Performing Advancement Leaders: Results from a Nationwide Survey
Developing and preparing advancement leaders for the rigors of the job has become an increasingly important topic within the advancement profession. This session summarizes Jon Derek Croteau, Kevin S. Groves and Zachary A. Smith's Phase II leadership research focused on the chief advancement officer position. The presenters will discuss results from a nationwide advancement leadership needs assessment and validation survey. Topics of discussion will include the presentation of a new, more refined model of advancement leadership, insight into the profile of current chief advancement officers, and a review of current leadership development needs according to advancement leaders themselves. Attendees of this session will glean insightful information about their own leadership potential, workplace behaviors in need of professional development and emphasis, and strategies for increasing overall leadership effectiveness.
Speakers: Kevin S. Groves, Associate Professor of Management, Pepperdine University and Zachary Smith, Interim Associate Vice Chancellor, Development, University of California, Riverside
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. This session shares the results of an innovative two-day program created at Cornell University that uses self-assessment, group interaction, experiential learning through case studies, and role play with professional actors to prepare development professionals to engage more effectively and reach their full potential. The program focuses on human dynamics and strategic thinking with the goal of increasing individual gift officer skills and maximizing their capacity to generate gifts.
Speakers: Richard Banks, Associate Vice President, Alumni Affairs & Development Administration, Cornell University; Dane Cruz, Director, Cornell Interactive Theater Ensemble, Cornell University; and Laura Toy, Principal Gifts Officer, Cornell University
Learning from the Other Big Revenue Generator on Campus: What Advancement Can Adopt from Successful Admissions Strategies
Thriving institutions are healthy in the two biggest revenue-generating areas on campus: admissions and advancement. Today's admissions offices have made significant progress by using informed data and proven marketing methodologies to attract smarter, more diverse students and grow classes to maximum capacity. Find out how these strategies can be applied just as effectively to advancement, helping institutions make meaningful connections with their alumni to drive engagement from never-givers, upgrade the existing donor base and build bridges to major gifts. Learn how healthy data management, targeting, segmentation, creative, operational and analytic competencies enjoyed by enrollment are now paying dividends in advancement.
Speakers: Lara Kalafatis, Vice President, University Relations, Case Western Reserve University; and Christopher Pritcher, Vice President, Advancement Services, Royall & Company
Lore and Storytelling: New Thinking for Brand Leadership
Higher education is a competitive industry, and recent criticism of the academy, particularly its cost and value, has pushed institutions to make a stronger case for enrollment and philanthropic support. Establishing "compatibility of belief" between the institution and its constituencies is essential to engagement, understanding and participation, best done through ongoing conversation. Enter storytelling, where traditional elements such as myth, legend, music, poetry, art and drama provide time-tested ways of connecting to the accumulated facts, traditions and beliefs about our institutions—their lore. Linked to advances in technology that integrate these elements while fostering two-way communication, storytelling becomes a strategy that surpasses traditional communications tactics to meaningfully engage our key constituencies. Discuss principles of storytelling and lore, review ideas for reshaping traditional job functions to become a storytelling organization, and identify strategies for effectively marrying storytelling to technology.
Speakers: Ryan Fisher, Director of Web Marketing, Furman University; and Mark Kelly, Vice President for Marketing & Public Relations, Furman University
The Sky is Falling AR
It is not unusual for a college or university to find itself in the center of the public eye when disruption occurs on campus, whether it involves a claim of admissions irregularities, the public firing of the chancellor, sex abuse charges or a deadly shooting spree. In the midst of storms like these, unrelenting demands from news media, public officials or the general public can obscure our responsibility to communicate with and listen to those who should come first—students, faculty and staff, and alumni. In this session, four alumni association CEOs who experienced these events will share their candid thoughts about the importance of maintaining perspective during traumatic times, and about how to engage alumni in restoring the institutions they love.
Speakers: Tom Faulders, President & CEO, University of Virginia Alumni Association; Steve Grafton, President and CEO, Alumni Association, University of Michigan; Tom Tillar, Vice President, Alumni Relations, Virginia Tech; and Roger Williams, Executive Director, Penn State Alumni Association, Pennsylvania State University Main Campus
Tools for Success: Developing Your Fundraising Personnel Managers
This session will report on the efforts of Leadership in Action (LIA), a program designed to provide formal and focused professional development for managers of fundraising personnel by Johns Hopkins and Stanford Universities. The lessons learned through LIA are likely applicable to almost any advancement program that employs three or more field fundraising staff. Join us at this session to hear more about the program's results and lessons learned throughout the pilot's four-year tenure.
Speakers: Michael Eicher, Senior Vice President for Advancement, The Ohio State University; and Martin Shell, Vice President for Development, Stanford University
Coffee Beak in the CASE Salon
Storytelling: Change the Story, Change the World
Since we first began talking to each other, telling stories has been a powerful way to capture attention, engage an audience and motivate that audience to act. As we learn more about how our brains work, we're also discovering that stories are intrinsic to decision making and play a critical role in shaping our view of the world. Andy Goodman explains why storytelling remains the single most powerful communication tool you possess, and offers specific ways your institution can use stories to advance your mission.
Speaker: Andy Goodman, Author, Speaker, Consultant, Co-founder and Director, The Goodman Center
Introduction: Julie Peterson, Vice President, Communications, University of Chicago
39th Annual Membership Meeting
Wine and Cheese Reception in the CASE Salon
CASE Salon Closes
Tuesday, July 16
Advancing Institutional Integrity in Intercollegiate Athletics
For all their virtues, intercollegiate athletic programs have the potential to present institutions with significant reputational and financial risks. How should our institutions manage those risks? What principles and guidelines should institutions follow to help minimize the potential for problems? What is the role of governing boards and when should they get involved? What practices should the higher education community and the NCAA promote to ensure institutions remain true to their missions? Panelists will provide an update on a reform movement within the NCAA initiated by its president, Mark Emmert, and help answer some of these questions.
Speakers: Edward J. Ray, President, Oregon State University and Immediate Past Chair, Executive Committee, National Collegiate Athletic Association (NCAA); and Donald Remy, Executive Vice President of Law, Policy, and Governance and Chief Legal Officer, National Collegiate Athletic Association (NCAA)
Moderator: John Lippincott, President, Council for Advancement and Support of Education
Introduction: Michael Goodwin, President and CEO, Oregon State University Foundation
Guy Kawasaki signs copies of his book, Enchantment: The Art of Changing Hearts, Minds and Actions, in the Grand Ballroom Foyer, near Registration.
CLOSING KEY SESSION
Enchantment: Influencing People's Hearts, Minds and Actions
Guy Kawasaki explains how to influence people's hearts, minds and actions through enchantment. He believes that the goal is to bring about voluntary, enduring and delightful change. The power of enchantment enables you to maneuver through difficult decisions, break entrenched habits, defy the wisdom of crowds and get colleagues to work for long-term, mutually beneficial goals. He discusses how to achieve likability and trustworthiness, how to overcome resistance, and how to enchant both the people who work for you and your boss.
Speaker: Guy Kawasaki, Co-founder, Alltop.com, and Author, Enchantment: The Art of Changing Hearts, Minds and Actions
Introduction: Steve Grafton, President and CEO, University of Michigan Alumni Association, and Summit Chair
Alumni Relations Celebrates 100th Anniversary
2013 marks the 100th anniversary of the founding of the Association of Alumni Secretaries-the first organization dedicated to the field of alumni relations and a predecessor organization to CASE.
Look for sessions marked AR that indicate sessions of interest to alumni relations professionals throughout this program.