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CASE District IV Annual Conference
District IV Annual Conference
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16 Results Found
2:45 PM - 3:45 PM CT
Today's Donors Expect Access: Leveraging Your Leadership for Fundraising Success
Donors—particularly major donors—are increasingly seeing their gifts as investments. And just like any corporate investor, they want to know their gifts’ ROI. Universities that leverage their president, chancellor, cabinet, and faculty chairs effectively to build authentic relationships with donors are the ones seeing the biggest returns in today’s philanthropic marketplace.
University of Arkansas – Fort Smith has transformed its major giving program thanks to the relationships its Chancellor Terisa Riley and department chairs such as Kendall Ross have built with key stakeholders and donors. Since Dr. Riley arrived on campus three years ago, major giving has skyrocketed. The university is set to exceed its $75 million centennial campaign’s financial goal by 33 percent, with record individual gifts and giving levels.
To understand how other universities can build similar donor/president relationships, this presentation will focus on:
-the role of the university’s advancement office in the process
-qualifying and prioritizing the right donors
-ideal allocation of a president’s time to fundraising
-taking the first step in building the relationship
-the types of cultivation events or individual meetings that are most effective
To understand how other universities can build similar donor/president relationships, this presentation will focus on:
-the role of the university’s advancement office in the process
-qualifying and prioritizing the right donors
-ideal allocation of a president’s time to fundraising
-taking the first step in building the relationship
-the types of cultivation events or individual meetings that are most effective
Speakers: Jim Bush, Principal and President, Winkler Group, Blake Rickman, Vice Chancellor for University Advancement and Executive Director of the UAFS Foundation, University of Arkansas - Fort Smith, Kendall Ross, Executive Director, Center for Economic Development, University of Arkansas-Fort Smith
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All LevelsLevel 6
2:45 PM - 3:45 PM CT
Use It or Lose It! Collaborative Fund Utilization
We all know you can’t ask for the next unless you have successfully stewarded (and spent!) the last one. Join us as we dive into the complexities of fund compliance and utilization programs, what makes them successful (or not!), and the indispensable partnerships across your division and the campus that ensure their success. Whether you are in advancement services or a frontline fundraiser, everyone has a role to play in this space. We will explore the core components of a program that ensures your philanthropic funds are spent according to donor intent and to maximum capacity. We will explore strategies to strengthen collaboration between multiple key stakeholders for a more cohesive and effective approach. From data, reporting, metrics, and engagement and education programs, we will cover what you need to strengthen and streamline your fund stewardship program. Using real-life case studies from two rock solid donor compliance programs in the District, we'll give you all the tools you need to ensure success in this challenging space.
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: All Levels
2:45 PM - 3:45 PM CT
Leveraging Funding to Meet Student Needs
Advancement and Development services are approaching a new horizon when working with internal employees and external partners. Through discovery work, Dallas College Advancement and Development has created a new model for leveraging funding using network systems to support students and provide partners with a roadmap for success. This session will explore the new model, its benefits, and how it can be used to create a more efficient and effective way to manage sponsored program projects.
Speakers: Adrienne Thompson, Senior Director of Advancement Strategy & Intergration, Dallas College, Tricia Thomas-Anderson, Senior Director, Sponsored Programs, Dallas College
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All LevelsLevel 5
4:00 PM - 5:00 PM CT
Excellence Unveiled TXST University's Strategic Corporate Engagement
Discover Texas State University's innovative strategic corporate engagement program, a pivotal step towards the coveted R1 status. Join us as we unveil a groundbreaking initiative that unites internal university stakeholders, aligning them with a singular vision and igniting powerful industry relationships. In partnership with UNITE Corporate Engagement, we'll delve into how this program opens doors to enhanced career services for students, support for academic excellence, expanded industry-sponsored research, and a boost for university-wide initiatives. Get ready to explore the future of corporate collaboration at Texas State University.
Speakers: Alana McCloskey, Director of Corporate Engagement, Texas State University, Todd Jensen, Associate Vice President for University Advancement, Texas State University, Alanna Sarabia, Director of Corporate Engagement, Texas State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All LevelsLevel 3
9:00 AM - 10:00 AM CT
Building Your Pipeline: Starting an In-House Digital Experience Officer Program
We all know that a robust donor pipeline is key to a sustainable, growth-oriented development operation. but how do we combine the relationship-building power of major gifts with the scalability of annual giving activities? The answer: Digital Experience Officers (DXOs)! In this session, you will hear how the OK State Foundation Annual Giving Team built a DXO program to engage and upgrade donors in the middle of the pyramid to identify and hand off the next generation of major gift prospects. Your presenters will share their experience building a program from the ground up, how they collaborated with peers to form a program that was right for their institution, and how the program has grown and changed in its initial two years.
Speakers: Adrian Matthys, Assistant Vice President, Annual Giving, Foundation, Oklahoma State University, Pam Higgins, Director of Annual Giving, Oklahoma State University Foundation
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
9:00 AM - 10:00 AM CT
What Starts Here: A Case Study in Campaign Brand & Marketing
So … you’re going into a campaign soon. Join me for a case study of the Texas Development Marketing and Communication team’s approach to the brand and marketing of The University of Texas at Austin’s $6 billion campaign. I’ll share a multimedia show-and-tell, our three-phase approach, and strategies to produce high-impact, award-winning web and video with zero budget and three team members.
Speakers: Sarah McAbee, Executive Director for Strategic Priorities, The University of Texas At Austin
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: Level 4
Topics: BrandingCampaign Strategies
10:30 AM - 11:30 AM CT
Positioning a Strategic Initiatives Role for Success
You’ve heard about A.I., but have you heard about S.I.? Strategic Initiatives (S.I.) is an emerging niche in higher education advancement that is changing the field. The term "strategic initiatives" is not new, of course, but as one advancement leader recently said, "Everyone wants S.I., very few have it, and even fewer are doing it well." Participants in this round table session will: (1) learn about S.I. in higher education fundraising, (2) identify different S.I. models, and (3) discuss the opportunities and barriers of integrating one or more S.I. roles, transformational support for large-scale institutional priorities, and interdisciplinary research initiatives at their institution.
Speakers: Jeff Strietzel, Assistant Vice President of Provost Initiaties, Baylor University
Competencies: LeadershipStrategic Thinking
10:30 AM - 11:30 AM CT
It's Not Just the Money: Developing a Culture of Strategic Grant Seeking
This session challenges the traditional model of community college grant development which can be reactive and inefficient. Leaders from the Dallas College Advancement & Development team will share why and how they have shifted toward a culture of strategic grant seeking. Learn how to use grants strategically to advance the innovation efforts of your college in a proactive and effective way. Participants will gain tools, insights, and strategies they can immediately deploy.
Speakers: Robin Donovan, Senior Director, Sponsored Programs, Dallas College, Solomon Tention, Senior Director, Pre-Award, Dallas College
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels
Topics: Community Colleges
10:30 AM - 11:30 AM CT
Maximizing Fundraising Success: Bridging Gaps Between Fundraisers and Researchers
The expectations from a gift officer to their research colleague can often be summed up by the famous words of Jerry McGuire, "SHOW ME THE MONEY!!!!!!". While this may be true for some, we believe there is a better way, one of collaboration and communication. Please join us for a practical workshop where gift officers, researchers, and managers will walk away with some best practices on how to effectively collaborate and maximize fundraising success.
Speakers: Todd Jensen, Associate Vice President for University Advancement, Texas State University, Sidni Martinez, Assistant Director, Prospect Development, Texas State University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Topics: Major gifts
3:45 PM - 4:45 PM CT
Impactful Data - Creating Actionable and Inspirational Dashboards
Dashboard reports and self-service tools can be very beneficial for advancement shops. They save time by giving end-users access to the metrics they need, help keep departments on track, discover insights to help diversify programming, and give fundraisers valuable feedback on activities. But tables with numbers do not an effective dashboard make. In this session we will discuss what makes an impactful, equitable, and inspirational dashboard report, hear from the VP of Advancement at Texas State University on what make a good dashboard for leadership, discuss tips on how to avoid analytical bias, and identify ways you can diversify and spruce up your reporting.
Speakers: Maria Wasley-Valdez, Assoc. Director, Advancement Data Analytics, Texas State University, Brooks Hull, Vice President for University Advancement, Texas State University
Competencies: Business and Financial AcumenStrategic Thinking