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CASE District IV Annual Conference
District IV Annual Conference
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17 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
4:00 PM - 5:00 PM CT
How do we chart a bold future of progress without alienating alumni and donors?
This session will provide findings from survey results, provide tools to navigate conversations with dissenting opinions, and harness the power of honoring traditions and values of the past while forging a relevant and progressive future. Attendees will learn how to engage alumni and donors in a way that empowers them to join in the vision, and identify when to detach from donors who do not uphold the institution’s current mission and vision.
Speakers: Taylor Phelps, Director, Development, UTSA, Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
Competencies: Global and Cultural CompetenceRelationship Building
Experience Level: All Levels
4:00 PM - 5:00 PM CT
Congrats, you’re a team lead! Now what?!: A Guide for New Advancement Managers
Embarking on a leadership role in advancement can be both exhilarating and challenging. While many of us began our advancement careers as specialists, (making in-person asks for big gifts, mastering back-office processes, creating marketing materials, etc.), sooner or later, we find ourselves managing teams. While we may be experts at “making the ask” or “mapping appeal code structures,” oftentimes new managers can find ourselves at a loss when required to give effective performance reviews or coach up a new team member.
This session is tailored for advancement professionals who have recently taken the step from being practitioners to managing teams. You will hear from three of your colleagues who have made this leap and are now successful industry leaders. Madison, Karl, and Adrian will introduce you to the dynamic world of advancement teams, providing essential insights, strategies, and tools to help you become a more successful team manager and leader.
Speakers: Karl Miller-Lugo, Vice President for Advancement and Alumni Engagement, The University of Texas at San Antonio, Adrian Matthys, Assistant Vice President, Annual Giving, Foundation, Oklahoma State University, Madison Hill, Interim Director Annual and Affinity Giving, The University of Tulsa
Competencies: Integrity and ProfessionalismLeadership
4:00 PM - 5:00 PM CT
Affordability in Action: How an Advertising Campaign Helped Unify Audiences
In this session, Carrie and Muriel will discuss the driving force behind UA Little
Rock's Affordability Campaign, illuminating its critical objectives and sharing
essential lessons learned. Discover how the campaign seamlessly melded alumni
and student messaging, forging a powerful alliance in the fight for affordable
higher education. This presentation promises to inspire and educate, offering
strategic insights for an unforgettable messaging & perception campaign that
leaves a lasting impact.
Rock's Affordability Campaign, illuminating its critical objectives and sharing
essential lessons learned. Discover how the campaign seamlessly melded alumni
and student messaging, forging a powerful alliance in the fight for affordable
higher education. This presentation promises to inspire and educate, offering
strategic insights for an unforgettable messaging & perception campaign that
leaves a lasting impact.
Speakers: Carrie Phillips, Chief Marketing and Communications Officer, University of Arkansas at Little Rock, Muriel Schrepfer, Graphic Designer, University of Arkansas at Little Rock
Competencies: Strategic ThinkingIndustry or Sector Expertise
9:00 AM - 10:00 AM CT
Amplifying Your University and Leadership with Dynamic Social Media Content
In the digital age, universities must consider how a thoughtful approach to social media content strategy can leave a lasting impact across all audiences and help to achieve your goals. In a unique session, co-hosted by the Texas State University Marketing Team and University President Kelly Damphousse, attendees will delve into the transformative role that social media plays in advancing a university's stature, amplifying key messages and goals while fostering a sense of community and engagement.
President Damphousse and the TXST marketing team have individually found a sweet spot between social media content and community engagement while creating space for cross collaboration on content related to the university’s broader academic, fundraising, and community goals. Together, President Damphousse and TXST marketing have fostered digital communities that have driven unprecedented levels of engagement between the students, faculty/staff, alumni and community – all on social media.
Learn valuable insights on how leadership can approach social media and build engaged communities online while implementing practical strategies for cross collaboration between leadership and your university’s accounts to harness the full potential of social media for your institution's growth, community engagement, and strategic advancement.
Speakers: Kelly Damphousse, President, Texas State University, Texas State University, Elissa Fontenot, Director, Digital Marketing, Texas State University
Competencies: LeadershipRelationship Building
Experience Level: All Levels
9:00 AM - 10:00 AM CT
Alumni Engagement Metrics Findings from CASE & Survey Best Practices
In this session, we will discuss the importance of CASE Insights on Alumni Engagement survey as well as techniques and best practices in gathering key data points in the four modes of Philanthropic, Volunteer, Experiential, and Communications engagement. Whether a small shop or large decentralized institution, we will explore how to successfully execute and utilize this key strategic initiative. Co-presenters Jenny Cooke-Smith and Chuck Arnold will present the latest findings from recent Alumni Engagement surveying activity as well as a deep dive into how to successfully (and efficiently!) complete the Alumni Engagement survey for your institution. Learn how measuring engagement really does drive your organizational outcomes and how your institution can take part in this important benchmarking project.
Speakers: Jenny Cooke Smith, Senior Director of CASE Insights Solutions, Council for Advancement and Support of Education (CASE), Chuck Arnold, Executive Director for Alumni Engagement, Texas A&M University
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Alumni Engagement
2:15 PM - 3:15 PM CT
Innovate, Celebrate, Elevate: An Alumni Award Program Evolution
We will delve into our journey of moving away from a conventional, formal award dinner to a dynamic alumni recognition program. This strategic shift not only boosted event attendance but also created a pathway (and opened up the resources) to develop captivating awardee videos that continue to engage our alumni long after the award presentation.
Speakers: Ryan Finnelly, Sr. Director for Alumni Relations, Trinity University, Zach Wells, Owner & CEO, Film Real Productions, Ryan Thomas, Director of Reunions, Alumni Recognition & Special Projects, Trinity University
Competencies: Industry or Sector ExpertiseStrategic Thinking
2:15 PM - 3:15 PM CT
Matrices, Metrics & Behavior-Based Recognition: Donor Engagement of the Future
Behavior-based donor engagement and recognition is the way of the future. With limited staff, resources, and endless priorities and goals to meet, we must implement programs that scale in customization and is designed to affect retention, loyalty, and future fundraising. By developing a program based on donor behaviors, in lieu of arbitrary giving amounts, we can ensure we are communicating gratitude and impact to donors at all levels of giving. Beyond first-time donors, there are a slew of critical donor populations that also want and deserve great giving experiences! One size does not fit all, and as we look to tailor communications, events, and recognition based on DX best practices, we must prioritize and plan appropriately and efficiently – it requires both strategy and creativity! Loyal, lapsed, trifecta, monthly, renewed, and more—let's explore priority donor behaviors that drive the entire donor pipeline.
Speakers: Sarah Sims, Associate Vice President of Donor Engagement, Texas State University
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
2:15 PM - 3:15 PM CT
Soaring to Success: A Giving Day Saga
Launching a Giving Day is no small feat. Contrary to what the name implies this type of high energy campaign encompasses much more than a single day of philanthropy. This session will outline everything from recommended timelines and strategic messaging to key successes and areas of improvement from UNT's very first on campus day of giving. Join us as we walk through the key components of starting a giving day from initial idea to fruition.
Speakers: Nicole Sprowl, Senior Director, Annual Giving, University of North Texas, DaQuan Allen, Assistant Director of Digital Philanthropy, University of North Texas, Christopher Vicks, Assistant Director of Annual Giving, University of North Texas
Competencies: Strategic ThinkingRelationship Building
Experience Level: All LevelsLevel 2
Topics: Alumni EngagementAnnual Giving
3:45 PM - 4:45 PM CT
Did Someone Say Rebrand?
In the Spring of 2023, the UTSA Alumni Association had an identity crisis. It was striving to engage Roadrunner Alumni, but its brand was bland. From inconsistent design application to fickle messaging, they lacked a true marketing strategy. It was time for a REBRAND.
In working with partner and brand agency, Parallel, find out how the UTSA Alumni Association made its brand come alive, implemented it throughout its programming, and garnered alumni buy-in while capturing the unique spirit of UTSA. Plus, get the inside scoop the process start to finish, the things that worked, those that didn't, and what you should consider before taking the "rebrand" plunge.
In working with partner and brand agency, Parallel, find out how the UTSA Alumni Association made its brand come alive, implemented it throughout its programming, and garnered alumni buy-in while capturing the unique spirit of UTSA. Plus, get the inside scoop the process start to finish, the things that worked, those that didn't, and what you should consider before taking the "rebrand" plunge.
Speakers: Russell Wagner, Assistant Vice President of Alumni Engagement, The University of Texas at San Antonio, Ali Palmerson, Principal and Co-Owner, Parallel, A Brand Agency
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All Levels