CASE NAIS Sessions

Welcome to the Presentations Web site for the CASE NAIS Independent Schools Conference

If you haven't already, please take a moment to thank this year's speakers by completing the session evaluations.  This information is helpful to them and future CASE NAIS Planning Committees

SUNDAY'S EVALUATIONS

MONDAY'S EVALUATIONS

TUESDAY'S EVALUATIONS

OVERALL CONFERENCE EVALUATION

This Web site contains links to presentations that CASE NAIS was given permission to post on the conference Web site. Materials will continue to be uploaded to this site before and after the conference. 

 Please bookmark this site and check back regularly.

All presentations appear as PDFs. Please consider the environment and print only what you need. We suggest downloading all presentations to your computer for further review after the conference.

Full descriptions for each session are available on the conference Web site

CASE NAIS Participant Lists

---

We will not be providing printed participant lists to each attendee this year.  There will be some copies available at the registration desk, but please use the lists below to help you connect with colleagues before and after the conference:

Regional Participant List

Alphabetical Participant List

 

Sunday, January 24

---

1:00-2:30 PM

Opening General Session

Sustainability and Responsible Leadership PRESENTATION, DUMPSTER DAY VIDEO, HABITAT FOR HUMANITY VIDEO

 

3:00-4:15 PM
Track Sessions (choose one)

• Doing More Than Just Cocktail Parties PRESENTATION
• Annual Giving from a Donor's Perspective
• From Basic to Brilliant: Not Your Typical Campaign Communications PRESENTATION
• Making Sense of the Media Madness  PRESENTATION
• Major Gifts and Insiders OUTLINE
• Joys of Elementary Development
• It's a New Day: Responsibilities of Trustees in the 21st Century PRESENTATION
• Ethics: The Heart of Philanthropy
• Influencing Upwards: Working with Your Head of School PRESENTATION

4:45-6:00
Track Sessions (choose one)

• Young Alumni are the Key to Future Success SESSION OUTLINE, TAFT TOP 10 LIST, TAFT POSTER, HOCKADAY HANDOUT
• Stewarding Confidence in a Time of Doubt HANDOUT--LATIN SCHOOL 
• Success, One Step at a Time PRESENTATION
• Marketing in a Down Economy: Success Stories from the Field
• Small Shop, Big Gifts!
• The Small But Sophisticated Shop
• The New Job Description for Heads of Schools, Post October 2008 SOURCES
• Numbers, Numbers, Numbers: A Discussion of Benchmarks and Metrics PRESENTATION
• Advancement 2.0: How Institutional Advancement Must Evolve in Our Internet-Enabled Society PRESENTATION

Monday, January 25

---

9:15-10:30
Track Sessions (choose one)

• Tell Me Who to Ask and for How Much: Determining Your Best Annual Giving Prospects PRESENTATION, BRYN MAWR MATERIALS
• Who is Driving? Put Your Alumni Board in the Passenger Seat PRESENTATION
• The Integrated Web Site Solution: Partner, Position and Price PRESENTATION
• Emerging Campaign Strategies: Moving Forward in a Challenging Economy
• Pedal to the Metal: Getting from Zero to 60 in Your Planned Giving Program WORKBOOK, PRESENTATION
• It's Elementary, Part I: Crafting a Compelling, Successful Message PRESENTATION, NOTES
• Leading in Times of High Anxiety PRESENTATION
• Paradigms for Philanthropy: Old vs. New SESSION INFORMATION, PRESENTATION, SCENARIOS
• Talent Management: Once You Have Them, How Do You Keep Them? PRESENTATION

11:00 am -12:15 pm
Track Sessions (choose one)

• Social Media: Going Online to Connect Your Alumni PRESENTATION
• Writing for Development OUTLINE, PRESENTATION
• The Engagement Phase: Preparing Your Community for Significant Philanthropic Support  PRESENTATION, TOP TEN TAKEAWAYS, STRATEGIC PLANNING INTERVIEW 
• Magazines with Moxie
• All in the Family PRESENTATION
• It's Elementary, Part II: Bringing the Message to a Wider Audience
• How to Make Your Strategic Plan Strategically Nimble
• Transparency and Accountability: Ensuring 60 Minutes Never Calls PRESENTATION
• Incorporating Stewardship into Your Fundraising Program PRESENTATION

2:15-3:30
Track Sessions (choose one)

• The Evolution of Community Online: Anticipating Future Changes HANDOUT, PRESENTATION
• Five Dollars to Five Figures: Creating Your Thank-You Matrix for Annual Fund Gifts PRESENTATION, KINKAID SCHOOL MATRIX, NOBLE AND GREENOUGH MATRIX
• Highly Profitable Donor Communications: The Things You Need to Know PRESENTATION
• Maximizing the Potential in Your Planned Giving Program
• Getting Strategic with Your School's Strategic Plan PRESENTATION
• Good Market Forces: How Prospective Parents Can Sharpen Your Branding Strategy PRESENTATION
• Effective Influence and Persuasion: The Art of Woo in Education PRESENTATION
• Fundraising in the "Great Recession": A Research University Perspective PRESENTATION
• Can Your Alumni Unlock the Door to Campaign Success? PRESENTATION

4:00-5:15 PM

Independent School Advancement: What Lies Ahead?  PATRICK BASSETT,  JOHN LIPPINCOTT

Tuesday, January 26

---

Keynote Presentation

9:00-10:00 AM

Leading from the Web  HANDOUT

10:30-11:45 am
Track Sessions

• Alumni Weekends and Reunion Giving Go Hand-in-Hand PRESENTATION
• Supersizing Your Annual Fund PRINCETON DAY SCHOOL, EPISCOPAL ACADEMY, THE WESTMINSTER SCHOOLS
• All Aboard! Building the Brand While Boosting the Buy-In PRESENTATION
• How to Get From A to Z: The Role of Strategic Planning in Your Campaign PRESENTATION
• The Major Gift Visit from the Perspective of a Trustee and Major Donor: Tips for a Successful Visit PRESENTATION
• Taking the Plunge into K-8th Alumni Programming PRESENTATION
• Communications Audit: How to Assess What Your Institution Looks Like to Your Constituents PRESENTATION
• Your Conference Fee in Free Advice PRESENTATION
• Assessing the Impact of the Economy On Current and Prospective Parents