Friday, July 10

7:30 AM
CASE Salon Opens

7:30–8:30
Breakfast Caucuses
Proven to be one of the most valuable experiences for past Summit participants, groups will have an opportunity to interact informally and discuss pressing issues with peers.

• Leadership and Board Responses to Fundraising in the Current Environment
  Discussion Leader: TK

• International Alumni Relations
  Discussion Leader: Gretchen Dobson, Senior Associate Director, Alumni Relations, Tufts University

• Politics of Advancement
  Discussion Leader: Larry Lauer, Vice Chancellor, Marketing & Communication, Texas Christian University

• Communications and Marketing Organizational Structures
  Discussion Leader: Rae Goldsmith, Vice President of Advancement Resources, CASE

8:45–10:00
Concurrent Sessions

• The End of Philanthropy’s Golden Age? Philanthropic Strategy in the Deleveraging Era
  This session raises the unhappy—and currently contrarian—viewpoint that fundraising to higher education may significantly decline over the coming years as a result of broader transformations to the U.S. and global economies. The presenter will first make the primarily macroeconomic case for declining philanthropy based on household deleveraging and the decline of wealth production in the U.S. and overseas economies. Looking at overall philanthropic trends during other economic downturns (1986–87, 2001–02) may provide false comfort when assessing how philanthropy might fare in the current, and very different, economic crisis facing higher education. Assuming the worst-case scenario is true, find out how fundraising executives should adjust their fundraising strategy for a new fundraising environment. 
  Speaker: Darrow Zeidenstein, Vice President for Resource Development, Rice University   

• Great Succession Planning + Great Professional Development = Great Staff Retention
  Succession planning has taken a place in discussions at the tables of nonprofit institutions. A combination of process, tools and disciplines, succession planning ensures that an organization plans well for anticipated leadership needs and the retention of key talent. Formal professional development programs work alongside with succession planning to provide the stability, assurance and career ladders that are important to staff, boards and donors. One of the top benefits of nonprofit succession planning and formal professional development programs is the attraction, grooming, and retention of great talent at all levels, thereby reducing turnover and enhancing productivity as well as instilling continued confidence among donors. The economy is rocky, donor prospects are nervous, but in the job market for fundraisers, turnover remains persistently high and competition for top talent is fierce. Lois L. Lindauer and Jill Lasman of Lois L. Lindauer Searches will introduce Jim Thompson, Jon Derek Croteau and Cristy Cates,, who will share current thinking and best practices in succession planning and formal professional development programs.
  Speakers: Christy Cates, Senior Executive Director of Strategic Organizational and Talent Management, University of California, Irvine; Jon Derek Croteau, Senior Consultant, Witt/Kieffer and former Assistant Vice President for Campaign Planning & Operations, Carnegie Mellon University; Lois Lindauer, CEO and Jill Lasman, Vice President, Lois L. Lindauer Searches; and Jim Thompson, Senior Vice President and Chief Development Officer, University of Rochester

• How Can Your Institution Benefit from Web-Based Advocacy?
  Online advocacy is traditionally the purview of the human rights, animal rights and other politically-based organizations. However, several public institutions have adopted online advocacy tools to help engage alumni in support of critical issues such as public financing. The latest elections will have a profound impact on Web-based advocacy in 2009 and beyond with the emergence of a new group of conservative advocates, the acceptance of new social media, and the impact of ongoing efforts by Congress to control communications via the Web. In the midst increasing competition for limited dollars made worse by the deepening recession the California State University is actively using online advocacy tools to engage alumni and others for the system with local, state and federal decision makers. This case study, along with results from other similar institutions will be reviewed during this session to understand better how higher education institutions can effectively use this technology for both grassroots and grass-”tops” advocacy efforts.
  Speakers: Mark Davis, Director of Technical Solutions, Blackbaud and Karen Y. Zamarripa, Assistant Vice Chancellor for Advocacy and Institutional Affairs, California State University

• Bold Messaging in Cautious Times
  Tell the truth: How much pressure is your team under right now? When it comes to marketing moves, what holds the upper hand in your institution—strategy, or short-term stopgaps? Are colleagues mesmerized by recessionary siren songs: With across-the-board budget cuts, there’s no way now to do new messaging. We can make do with what we’ve had for years. Our audiences have to know exactly who we are by now. But you know better. You can’t expect messages from healthy times to work equally well when times are tough. Just because the funnel has narrowed or the donor pool has receded, don’t give in. Instead, give it everything you’ve got. Treat the downturn as what it is: a golden opportunity for you to leverage your message, hone your tactics, tighten your value proposition and embed a more frank, more-potent-than-ever framing of your institution’s “Category of One.” Learn the system for building your Category of One so that donors donate, students enroll, families stay loyal and admirers adhere . . . even in trying times. Join Patti Crane for a research-driven, values-based approach to strategic marketing that rallies your one-of-a-kind institution, strengthens and grows your market position and distills your message to its essence, bringing you out ahead in this turbulent economy.
  Speaker: Patti Crane, Founder and President, Crane Metamarketing, Ltd. 

• Community Building in Uncertain Times
  Community building—literally the act of creating, nurturing, and shepherding a community—is essential in these uncertain times. Examine how small-scale events—intimate and freshly imagined—can create a unique and powerful sense of community and affiliation for donors, and bring them closer to your institution. These events are explicitly designed to create an environment where donors share personal, emotional stories with each other. What occurs, in the words of one attendee, is “an experience quite different from any event I’ve attended at Yale, or anywhere else.”
  Speakers: Cynthia Beach, Director of Campaign Special Projects, Yale University and Peter K. Ryan, Partner and Senior Creative Director, Edwards & Co.

• Greening the Nonprofit Sector: Where Green Meets Good
  As nonrenewable sources of energy run thin and the negative impacts of human society on the environment continue to grow, the entire world is seeking to green its efforts and reduce its footprint on the globe. As nonprofit leaders, we must do the same and be accountable to our constituencies—and those constituencies, if they not have begun already, will be holding us responsible for our impact on the environment. Just as corporations and individuals must, the nonprofit sector must take a prominent place in the green movement. This session aims to continue the dialogue already begun in the nonprofit community about greening the sector and further that conversation by providing you education and assistance in becoming more environmentally aware and friendly. Session leaders will provide you with scores of concrete ideas, tools and resources you can put into practice at your organization right away—showing your community and supporters you intend to be part of the global environmental solution!
  Speaker: Adrienne Capps, Senior Director of Development, UC Davis Graduate School of Management        

10:00–10:30
Book Signing and Q&A with Jon Derek Croteau in the CASE Salon
Jon Croteau will be signing copies of his new book The People First Approach and conducting an informal Q&A in the CASE Salon.

10:00–10:30
Refreshment Break in the CASE Salon

10:45 AM–NOON
Concurrent Sessions

• New Media Communications: What Higher Education Can Learn from Silicon Valley
  Over the past 15 years, Silicon Valley has dramatically altered the communications landscape faced by universities. From search engines to social networks, innovations from Silicon Valley have ushered in new opportunities—and challenges—for university communicators. Join us for a rare chance to hear some of Silicon Valley’s top corporate communications professionals talk about how they are using new media to accomplish a wide range of communications goals, and how universities can do the same.
  Speakers: Nicki Dugan, Blog Editor/Senior Director, Corporate Communications, Yahoo!; Ian Hsu, Director of Internet Media Outreach, Stanford University; Ken Kaplan, Broadcast and New Media Manager, Intel and Adam Nash, Senior Director, Product & User Experience, LinkedIn

• Adopting a Mobile Strategy: Why It’s Important & How to Get Started
  More than 200 million U.S. citizens carry cell phones (more than three billion worldwide), and over half of those cell phone users are text messaging daily. In 2008, text messages surpassed voice messages in cell phone usage. The age group for daily text messaging is surprisingly wide—from 18 to 49, and women between the ages of 35 and 49 represent the fastest growing segment of smartphone purchasers. How can you harness this latest technology to enhance your advancement efforts? Learn the importance of creating a “mobile strategy” and find out how to implement that strategy. During this session, you’ll learn about mobile marketing and the power to send content-specific messages with text as well as rich media. We’ll demonstrate a mobile platform that lets you create these targeted messages and engage your mobile users at the individual level. We will share the user experience from opting in, to receiving text messages and interacting with your mobile application. You’ll hear about industry trends and see how some of your peers are already using this new technology to build participation and engagement. For many of your constituents, text messaging and mobile use are their primary methods of communication. Don’t overlook this important opportunity!
  Speaker: Kurt Worrell, Senior Vice President of Consumer Sales & Marketing, Harris Connect

• Bringing Giving Out of the Closet
  Through philanthropy and volunteering, gays, lesbians, bisexuals and transgender people (GLBT) have drastically impacted organizations that primarily serve their communities. Buying power of the GLBT community is expected to exceed $35 billion by 2011. In addition, the GLBT community on average gives more of their personal income to nonprofit organizations than the average donor.  However, GLBT giving to educational institutions is less. Richard Weiland, one of the first Microsoft employees, bequeathed $65 million to the Pride Foundation, but much less to his alma mater. This session looks to obtain a better understanding of philanthropy in the GLBT community while helping to prepare advancement professionals to identify, approach, cultivate and solicit their GLBT alumni/friends. Two advancement professionals and two GLBT donors to education share their thoughts on GLBT buying power, GLBT donor expectations and donor cultivation and relationship building strategies.
  Speakers: Bonnie Feinberg, Associate Director, University Development, University of California, San Francisco; Peter Hayashida, Assistant Vice Chancellor, External Affairs, University of California, Los Angeles; Thomas Minar, Vice President of Development and Alumni Relations, American University and Chuck Williams, President, Williams & Associates

• Strategic Trends for Engaging Alumni   Follow the session blog
  Alumni are a powerful influence on our institutions. Are we engaging them strategically? This session will address new directions in alumni engagement and shifts away from traditional membership models. Examine a nationally-normed alumni attitude survey: What do alumni want most from their relationship with your institution? Are you listening to them, and do they know it? You can’t engage them if you don’t know what they are thinking. Review new technologies and learn how to use them to effectively engage your alumni. Are you sending the right things? Too many e-mails? Learn more about the most effective tools for communicating with alumni of any age group. Even your grandmother Twitters! 
  Speakers: Susan Anderson, Director of Alumni and Parent Relations, California State University, Chico; Robert Shoss,  Founder and President, Performance Enhancement Group, Ltd. and Peter Smits, Vice President for University Advancement, California State University, Fresno 

• From Social Network to Engagement to Advocacy: Building a Web-Centric Organization
  that Gets Online Results
  Advancement professionals are stumbling forward into social networks, new media and Web 2.0, not really understanding where they’re supposed to be heading, or why. There is a frenzy of activity, with the structure and the strategy behind it all still a bit thin. What bottom-line results should fundraisers be achieving through social networking? How do you generate a vibrant online community of annual donors? How do you ratchet up the level of donor involvement and advocacy? What kind of staffing supports those activities? What Web tools are needed? How much will it cost? This management-level session will describe the strategies and tactics successful organizations are using to generate and sustain donor engagement. 
  Speakers: Bob Brock, President, Educational Marketing Group, Inc. and Julie Chiron, Web Manager and Principal Editor, University of California, Berkeley

• Serial Reciprocity: The Yale-ANU Global Alumni Leadership Exchange
  The idea of “serial reciprocity” is to give so to inspire others to “pay it forward” in an ongoing chain reaction. In 2008 Yale and the Australian National University (ANU) launched a Global Alumni Leadership Exchange program at ANU in Canberra, Australia. Thirty-one Yale alumni “ambassadors” presented a wide array of programs to inspire alumni to stay connected to each other and to their university, and to transform their communities. Review a case study from Yale that presents new ways to give time and talents to build community, inspiring developing programs at ANU and around the globe.
  Speakers: Christine Keller Smith, Alumni Director, Australian National University and Ilona Emmerth, Director for Major Cities, Association of Yale Alumni        

12:15–1:30
CASE Salon closes for lunch

12:15–1:45
Distinguished Service Awards Luncheon
Join your peers to honor the 2009 recipients of the CASE Distinguished Service Awards. CASE’s most prestigious awards recognize extraordinary service and leadership in advancement and education.
   
1:45–2:15
Dessert Reception in the CASE Salon

2:30–4:00
Featured Seminars

• American Higher Education: How Are We Measuring Up?
  In the most recent national and state-by-state report cards for higher education, Measuring Up 2008, key findings reveal that the nation and most of the 50 states are making some advances in preparing students for college and providing them with access to higher education. However, other nations are advancing more quickly than the United States; we continue to slip behind other countries in improving college opportunities for our residents. In addition, large disparities in higher education performance by race/ethnicity, by income and by state limit our nation’s ability to advance the educational attainment of our workforce and citizenry—and thereby remain competitive globally.
  Speaker: Patrick Callan, President, National Center for Public Policy and Higher Education
  Sponsor: SunGard Higher Education
  

• The New Science of Networks
  Why did Paul Revere become a legendary figure while the other rider was forgotten by history? How did Bill Gates and Warren Buffet form their close relationship? The new science of networks shows that what distinguishes thriving leaders is their powerful and invisible network of relationships from which new ideas generate and resources are mobilized. Yet many client development leaders unconsciously build weak networks that are low in social capital. During this session, you’ll learn why changes in the nature of information, expertise and power, including online social networks, have put a new premium on certain kinds of personal networks and how the scientifically proven characteristics of a powerful network can advance your leadership talent, collaborative success and client development initiatives. Learn the characteristics of powerful networks, measure your own social capital and realize new strategies for developing a network rich in social capital.
  Speaker: Brian Uzzi, Richard L. Thomas Distinguished Professor of Leadership, Kellogg School of Management, Northwestern University and Co-Director, Northwestern University Institute on Complex Systems (NICO)

• Transform Your Presentations Beyond Bullet Points
  If you want to increase the effectiveness of your PowerPoint communications, it turns out that the conventional approach can actually hurt you rather than help you. According to research, when presenters show too much information or read bulleted lists of text off of a screen, it reduces the ability of an audience to understand. The solution? Transform your approach in a new way that helps you and your organization to find focus, clarity, creativity and better understanding.

  During this session, Cliff Atkinson will introduce participants to the skills they need to begin transforming their own presentations using the methodology described in the Beyond Bullet Points book (Microsoft Press, 2007). The workshop demonstrates the transformation of an existing presentation from bullet points to an engaging storyboard, and small group exercises help participants apply the principles to their own presentations. The learning objectives of the workshop include how to:

  • Transform large quantities of data and information into informed decision-making.

  • Quickly structure a presentation effectively for a range of purposes and contexts.

  • Reduce information overload by identifying the most important information to be presented.

  • Quickly turn a story outline into a PowerPoint storyboard.

  • Illustrate the storyboard to highlight the key takeaways.

  • Strengthen public speaking skills and confidence.
  
  Speaker: Cliff Atkinson, President, Sociable Media and author, Beyond Bullet Points.

4:00–4:15
Book Signing with Cliff Atkinson
Cliff Atkinson will be signing copies of his book Beyond Bullet Points in the session room immediately following his session.

4:15–4:30
35th Annual Membership Meeting
Find out what’s new and learn about the state of your professional association, CASE.

4:30–6:00
Social Investors: The New Breed of Philanthropists
After a recent period of exponential wealth generation in the United States and abroad, a new breed of philanthropists has emerged that could change the landscape of giving and fundraising permanently. 

These individuals want to apply their results-oriented, business approach to investing in and solving some of the world’s most pressing issues around disease, poverty, economic sustainability and development, and the environment. They see themselves as “social investors” and bring with them great opportunities for innovation in delivering basic needs and services to underserved populations, identifying new opportunities to empower people at all levels, utilizing technology to drive solutions and engaging a more diverse group of expertise (academic, corporate, government and nonprofit) around complex issues. Their involvement could not be better timed, as governments and traditional nonprofits struggle to find ways to meet the ever-increasing needs of their communities in a time of limited and diminishing resources. 

This session will offer insight on how these philanthropists think about their giving, how they measure success (ROI on their investment), and their potential impact on higher education. It also will address their potential reactions to the current economic climate.
Moderator: Matthew Bishop, Chief Business Writer, The Economist, and author ofPhilanthrocapitalism
Panelists: Mary G. F. Bitterman, President, The Bernard Osher Foundation and Susan Raymond, Executive Vice President for Research, Evaluation, and Strategic Planning, Changing Our World

6:00–7:00
Wine and Cheese Reception in the CASE Salon
Relax with a glass of wine and get great ideas from CASE’s Summit partners.

Book signings with Matthew Bishop, chief business writer, The Economist and author of  Philanthrocapitalism and Susan Raymond, executive vice president for research, evaluation, and strategic planning, Changing Our World and author of Mapping the New World of American Philanthropy: Causes and Consequences of the Transfer of Wealth.
Sponsor: SunGard Higher Education

 
7:00–8:00
GLBT Networking Reception
Join your GLBT friendly colleagues at this inaugural Summit event.

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