Full Schedule/Sessions

Join us at the 2017 CASE Kentucky Conference and choose from the following sessions:

Thursday, December 7

9:30 - 10:30 a.m.

Opening Session:
Leading Kentucky: Thoughts on Leadership from Former Governor Martha Layne Collins
Kick off the 2017 CASE Kentucky Conference as former Governor Martha Layne Collins shares thoughts on leadership. Collins was the first woman to be elected governor of the Commonwealth and served in that role from 1983 to 1987. As Governor, she led the way to significant accomplishments, particularly in the areas of education and economic development. Since that time, she has held several significant roles in higher education including being named a fellow of the Harvard Business Institute of Politics at the John F. Kennedy School of Government, where she taught leadership classes. She has served on the board of regents of several higher education institutions, was faculty-in-residence at Georgetown College, and served as the president of Saint Catharine College in Springfield, Kentucky. In all of these roles, Governor Collins demonstrated an ability to address significant issues with a variety of constituents and to find common ground that allowed significant change and progress to occur. In the children's book entitled, "The Little Girl Who Grew Up To Be Governor", it is clear that Martha Layne Collins has always been able to figure out ways to do things even when people didn't think it was possible.

10:45 a.m. - 12:00 p.m.

A Digital Toolbox for Collaboration
Take an inside look at how one creative team uses digital tools to collaborate and manage a wide range of complex projects. Team members can see project assignments and due dates at a glance. Project communications are unified and available to others who are involved, while avoiding a flooded inbox. Managers can set priorities and get informative reports on progress. Files and project information are archived and available as needed for future reference. By using the right digital tools, teams can more efficiently manage projects, improve collaboration and communicate more effectively.
Brandon Moore
, Director of Brand Management, Eastern Kentucky University

Life Cycle Alumni Engagement
We know that each demographic must be targeted in a specific way. What is tricky about the world of Alumni Relations is that we have target audiences ranging from our young alumni to our pioneers. Come to this session to learn how to manage and maintain strong engagement and programming with all of your audiences.
Jill Smith, Associate Executive Director, University of Kentucky Alumni Association

The Power of Women & Philanthropy Programs
Formalized Women in Philanthropy (WIP) programs at American colleges and universities began in the late 1990s. However, limited scholarly research that examines WIP programs affect participants' monetary giving exists today. Findings from a survey of program participants from twenty-five colleges and universities will be shared and inform discussion in the following areas: Participant Engagement Activities; Recruitment; Staffing; and WIP Programs' Influence on Prospect Research
Brent Pieper, EdD, CFRE, Senior Executive Director for Major Gifts and Campaign, University of Kentucky

Digging Through the Data: Using Analytics to Drive Strategy
Number crunching. Data interpretation. Performance analysis. To the average higher education communications professional, swimming through the sea of data can be somewhat intimidating-and often overwhelming. In this case-study session, members of the Centre College Communications team share examples of the tools they use to efficiently measure, manage, and maximize the effectiveness of their marketing efforts across multiple platforms, all with an eye toward working smarter, not harder.
Ryan Lanigan, Lead Designer, Centre College
Amy Clark Wise, Associate Director of Communications, Centre College

The Importance of Advancement in Independent Schools
Join us for a panel discussion with the leaders of three independent schools who will provide insight into the importance of advancement at their institutions including public relations, fundraising, and alumni relations.
Mike Littell, Vice President for Advancement, St. Xavier High School, Louisville, Kentucky
Dr. James Calleroz White, Head of School, Louisville Collegiate School, Louisville, Kentucky
Laura Koehl, President, Notre Dame Academy, Covington, Kentucky
Dr. Steve Angelucci, President, Lexington Catholic High School, Lexington, Kentucky

How to Become Planned Giving "Superheroes" in the Eyes of Donors and Organizations
Planned giving professionals do not need a cape and super powers to become leaders in the world of charitable giving. What is needed is Leadership! Leadership requires understanding, detailed planning, determination and action. This discussion will provide an overview of the estate planning process and the tax and non-tax reasons for individuals to consider charitable giving as part of their estate plans. Charitable giving in the estate planning process can help individuals achieve their tax and philanthropic goals. This session will also help identify some of the techniques to help planned giving professionals become "superheroes" in the eyes of their clients and their organizations.
Kevin L. Johns, J.D., Partner, Wyatt Tarrant & Combs, LLP, Member of Estate Planning and General Business Practice Groups, Lexington, Kentucky
Melinda A. Murphy, J.D., Director of Gift and Estate Planning, Eastern Kentucky University

12:00 - 1:30 p.m.

Luncheon Presentation by President Timothy C. Caboni
Dr. Caboni will discuss his path to the Western Kentucky University presidency and reflect on his career in institutional advancement and how it has prepared him for university leadership. During his talk, he will share his perspectives on fund raising, communications, alumni relations, advancement research and how each of those professional experiences influence his work every day.

1:45 p.m. - 3:00 p.m.

Better Utilizing Your Alumni Volunteers
How can alumni help by volunteering? When a new alumni volunteer raises their hand, what do you do to engage them in an opportunity and steward the investment of time? Using the best practices in volunteer management is important and often overlooked in alumni engagement programs. Find out how to truly maximize those passionate alumni that want to serve your institution and better steward your volunteer engagement!
Anthony McAdoo, EdD, Executive Director, Western Kentucky University Alumni Association
Laura Smith, Assistant Director of Alumni Outreach, Western Kentucky University

Event Planning Best Practices
Are you considering hosting an event? Learn the foundational X's and O's of putting an event together. Walk through an event's purpose, goals, target audience, price point, budget, program layout, briefings, and involvement of faculty, staff, and students. Whether you are planning a large or small alumni event, cultivation event, or intimate development dinner, these best practices will help guide you in executing the event.
Angela Mills, Director of Alumni Relations, College of Engineering, Virginia Tech

If You Tell Them, They Will Come: Marketing Tools to Generate Interest, Engagement and Awareness
North Carolina Agricultural and Technical State University is a historically black, land grant, research university that has the distinction of being the largest historically black college or university. They are currently listed as the No. 2 public HBCU in the U.S. News & World Report ranking. Five years ago, the university removed itself from the marketplace for an entire year to complete a brand assessment. Come learn how the Office of University Relations led the institution in establishing and marketing its brand while simultaneously educating its constituency groups, building engagement across traditional and modern media platforms, and generating additional enrollment applications and new alumni donors and dollars.
Tiffany Jones, Director of Media Relations, North Carolina A&T State University
Todd Simmons, Associate Vice Chancelor for University Relations, North Carolina A&T State University

Promoting Your Independent School
Every school district in the state does great things for their community; unfortunately, the negatives get shared way more than the positives. Learn how Beechwood Independent Schools used business principles along with branding strategies to take control of the message their community was receiving. Dr. Mike Stacy, superintendent, shares Beechwood's journey to successful branding and messaging which includes a brand new branding strategy which the entire district uses, as well as contracting with a public relations company to help tell the story effectively and through all media.
Dr. Mike Stacy, Superintendent, Beechwood Independent Schools

How are Fundraising Priorities Really Established?
One of the most important decisions for any fundraising operation is to select projects that are strategic and feasible. What does this process look like? Who is involved, and what are the key considerations? What does it take to do this well, and what are some key pitfalls? Come for a panel discussion on how priorities are actually set. The objective of this session is to evaluate this topic from multiple perspectives of the panelists. The content will include real life cases that are applicable across all types of educational institutions.
Matt Wilson, Director of Alumni and Development, The Webb School
Melinda A. Murphy, J.D., Director of Gift and Estate Planning, Eastern Kentucky University
Tina Kauffmann, Associate VP for Development, Bellarmine University
Matt Sullivan, Director of Advancement Research, Lipscomb University

3:15 - 4:45 p.m.

Using Gamification to Promote Student Philanthropy
Snap Chat streaks...FitBit badges...Starbucks Rewards. What do all three of these have in common? Come hear about the world of gamification and how you can use this idea of reward and competition to increase engagement. Translate this phenomenon into your student philanthropy efforts on your campus and grow your student giving participation!
Sarah Baker, Coordinator of Alumni Relations, Eastern Kentucky University
Alex Hanavan, Coordinator of Engagement and Communication, Eastern Kentucky University

No Alumni, No Problem: How to Build a Prospect Pipeline When You Do Not Have Alumni
Building a pipeline of major gift prospects when your organization does not have a built-in base of constituents such as alumni can be a challenge. In this session, we will review the strategies used at Cincinnati Children's Hospital Medical Center to identify new prospects for the Major Gifts, Corporate, and Foundation teams. What works and what does not? Techniques we will review include Peer Screening, New Donor Screening, Physician Referrals, and Engagement Track.
Lauren Ellis, Manager, Prospect Research, Cincinnati Children's Hospital Medical Center
Beth Havens, Senior Researcher, Cincinnati Children's Hospital Medical Center

Writing for a Senior Official
In a fast-pace, message-forward world, writing for a variety of senior officials, while balancing context and audience, is a complex task. This session is designed for higher education stakeholders interested in effective messaging across multiple platforms for academic and administrative leaders in academia.
Chris Crumrine, Deputy Chief of Staff, University of Kentucky
Sarah Geegan, Executive Communications, University of Kentucky

Doubling a Capital Campaign
Covington Catholic doubled its $4M goal for their capital campaign while maintaining other levels of giving. Learn how Covington Catholic re-engaged donors and utilized a challenge match to finish their campaign by a hard deadline. In addition, learn how the CCH Marketing and Advancement Departments are collaborating to attract students and increase annual support for the school.
Judy See, Director of Advancement, Covington Catholic High School

Scoring the Touchdown: An Athletic Fundraising Panel Discussion
Fundraising can be a challenge whether it's on the academic or athletic side of the ball. Our diverse panelists will discuss the differences between athletics fundraising and institutional fundraising, collaboration between the two departments and the pros & cons of both sides from their experience. In addition, they will give you BEST PRACTICES on how to score both academic and athletic fundraising touchdowns!
Tom Keith, MBA, M.Ed., Vice President for Advancement, Kentucky Wesleyan College
Becky Jackson, M.Ed., Director of Alumni Engagement, Xavier University
Matt Stitsinger, Director of Major Gifts, Kelley School of Business, Indiana University
Rob Mallory, Director of Athletics, Kentucky Wesleyan College
Darian Westerfield, Senior Associate Athletics Director, Western Illinois University

Friday, December 8

9:00 - 10:15 a.m.

Vice Presidents Panel - Leadership & Opportunity for Women in Advancement
How do I position myself for career advancement? Hear from three successful women who not only provide institutional leadership in their current roles, but have also enjoyed tremendous success as they navigated the advancement profession along the way. Learn how to thrive in your current role while positioning yourself for future leadership opportunities.
Tina Kauffman, Associate Vice President for Development, Bellarmine University
Jennifer Heisey, Executive Director, UC Alumni Associations/Vice President for Alumni Relations, University of Cincinnati
Kara Covert, Associate Vice President for Advancement, Transylvania University

Turning Your Alumni Board into your A Team
Hear from a panel of experienced alumni professionals and past/present Alumni Board Presidents as they discuss their experiences working as a team. You will learn different ways colleges and universities structure their boards and how they work for the greater good of their Institutions.
Eddie Kenny, Senior Director of Alumni Relations, Kentucky Wesleyan College
Dr. BC Childress, PharmD, MBA, MCACP, FASCP, LDE, Alumni Board President, Kentucky Wesleyan College
Dan McBride, Executive Director of Alumni Engagement, Eastern Kentucky University
Amy Jo Gabel, Alumni Board President, Eastern Kentucky University
Margaret Zurkuhlen, Director of Development for Annual Fund Leadership Giving, Bellarmine University
Scott Worthington, Finance Director at Passport Health Plan, Former Alumni Board President, Bellarmine University

Partners in Fundraising: Researcher / Gift Officer Collaboration Targeting Major and Planned Gift Prospects
In an era of increasingly complex fundraising campaigns and initiatives, the role of professional consultants seems to be more important than ever. However, how should we be collaborating with consultants and what role should they play? Working with consultants in a strategic manner, determining the feasibility of their recommendations, and translating the information they provide into actionable tasks-all for the benefit of the institution-are skills that will assist in making the relationship cohesive and most profitable. This session will examine the ways the University of Kentucky has utilized consultants, thus defining their role in helping your organization move forward and determining how best to manage the relationship.
Gregory W. Laur, Executive Director of Philanthropy Administration, University of Kentucky
Mimi Ward, Senior Consultant, Ashley Roundtree and Associates
Jeff Ashley, Founder, Partner and Senior Consultant, Ashley Rountree and Associates

Social Media's Emerging Trends in Philanthropy
Social media is about communication, connections, networking, and engagement. Philanthropy seeks to cultivate relationships that will bridge one's dream with a nonprofit organization's need. Learn how social media can become an integral part of today's philanthropy strategic communications endeavors in the session, "Social Media's Emerging Trends in Philanthropy." Learn of social media's growing and significant role in the field of philanthropy from presenter Marc Whitt. A 33-year veteran of higher education public relations, marketing, and fundraising, Marc is a recognized nonprofit social media expert who holds All-Star Profile Strength status with LinkedIn, its highest level, and was recently named by Onalytica among the "Top 100 Public Relations Influencers on Twitter;" he was ranked 21st.
Marc Whitt, Director of Philanthropic Communications, University of Kentucky

Mastering the Language of Major Gifts
Securing a major gift requires more than just making an ask; successful major gift fundraisers inspire meaningful gifts through thoughtful written, spoken, and nonverbal communication. In this session, learn how you can improve your proposals, enhance your conversations, and adapt your behaviors to strengthen your donor relationships and close your most significant gifts.
Teresa Kash Davis, Executive Director for Major and Planned Giving, Berea College
Mary Galloway, Director of Development, Berea College

10:30 - 11:45 a.m.

Onboarding a New Dean
A change in leadership always brings uncertainty. When this occurs, the most important thing a chief advancement officer can do is help sustain momentum by laying the groundwork for a seamless transition, enabling a new dean to hit the ground running. Tom Keith and Dr. David Urban will lead an interactive discussion on how they worked together to help the Jones College of Business at Middle Tennessee State University not only maintain, but accelerate its positive momentum upon Dean Urban's arrival in 2013.
Tom Keith, MBA, M.Ed., Vice President for Advancement, Kentucky Wesleyan College
David J. Urban, PhD, PCM, Dean, Jones College of Business, Middle Tennessee State University

Alumni Relations: Best Practices
Come join this ‘round table' discussion as a professional in the field of Alumni Relations. You will be able to ask questions about your upcoming Alumni Program to those who have already hosted similar events or started similar initiatives. You can also share your program's success with your colleagues and help them experience the same success.
Sarah Baker, Coordinator of Alumni Relations and Student Philanthropy, Eastern Kentucky University

Portfolio Hygiene, Date Analytics, and Prospect Research through the Lens of a Front Line Fundraiser
Leveraging data analytics within fundraising should not be just the focus of advancement service professionals or researchers. Front line fundraisers have a responsibility to manage their prospects efficiently and effectively while understanding that they evolve on a daily basis. Utilizing data analytics provides fundraisers the ability to better evaluate their portfolio and update on a consistent basis. Limited staff resources remains a big obstacle within our field and programs that have adopted an all-in approach to data analytics and prospect research gain a valuable edge when it comes to increasing dollars raised. During this session, we will be discussing overall organizational assessment/evaluation, individual portfolio analysis, portfolio hygiene and development, working together and collaborating with advancement services as a development officer, and self-reflection and evaluation.
Scott Schuster, MS, Director of Development, University of Cincinnati Foundation/ Carl H. Lindner College of Business

Developing and Living Your College Brand Promise/Identity
The higher education industry is suffering from an identity problem. The latest research reveals that a majority of the public has lost faith in our ability to provide individuals with an education that has value and provides a path to good paying job. To demonstrate the unique value we provide and to differentiate ourselves in this highly competitive arena, it is critical that higher education institutions embrace a research-based identity clarification process. During this session, KCTCS will review the process they used to assist its 16 colleges in elevating and leveraging their organizational DNA that includes developing a brand promise, brand pillars, brand character and a compelling centering idea.
Terri Giltner, Director of Marketing, Kentucky Community and Technical College System

Unlocking the Philanthropic Potential of LinkedIn
Almost everyone in the development world possesses a LinkedIn profile. Our objective is to help both development officers and advancement services professionals alike learn how to unlock the wealth of knowledge that LinkedIn can offer your shop. Our presentation will cover the how-tos of using LinkedIn's search tools to find your next wave of untapped potential donor prospects. We will share our own success stories from our experiences using LinkedIn Sales Navigator, including donors/volunteers we have found through LinkedIn. Prospect researchers will gain knowledge and competency in using the internet's premier professional social network to find and research their alumni. Development officers (especially those from small shops without a large research team) will learn how to identify good prospects to fill their portfolios without having to spend days at a time to scour their institutional databases.
Ben Kees, M.Ed., Associate Director of Development, Eastern Kentucky University
Carrie Lewis, M.A., M.S., Director of Development Operations, Eastern Kentucky University