2016 Program—Summit for Leaders in Advancement

Day 1 Day 2 Day 3

Sunday, July 17

1:00-2:30 PM
Opening Key Session
The Road to Character: Thoughts on Leadership Today
Can we build rich inner lives by looking beyond ourselves? New York Times op-ed columnist and author David Brooks believes that "most of the time, character is not an individual accomplishment. It merges through hearts and souls, and in groups." Join us as Brooks takes us on a deep dive-infused with humor and insight-into discovering our own inner-worth.

David Brooks, Author, New York Times Columnist, Political and Social Analyst

Marketplace Opens

3:00 - 4:00
Concurrent Sessions

  • Navigating the Seas of Change in Alumni Engagement

    Presented in partnership with the Council of Alumni Association Executives (CAAE)
    In a domain where tradition and repetition rule the roost, alumni relations practitioners are facing major transitions in how institutions and their alumni interact. A panel of senior alumni relations officers share their stories of the transformations they have experienced in recent years. Join the discussion and share the changes you face-and the specific approaches you are adopting to be successful-in an increasingly complex institutional and social environment.

    Armin Afsahi, Vice Chancellor for Advancement, University of Denver; Andy Gurd, Associate Vice President and Chief Operating Officer, The Ohio State University Alumni Association; and Donna MacPhee, Vice President for Alumni Relations, President, Columbia Alumni Association, Columbia University

    Moderator: J.T. Forbes, Chief Executive Officer, Alumni Association, Indiana University

  • Colgate Professional Networks: Alumni Affinity Groups Reimagined for Maximum ROI

    In 2012, Colgate University reimagined its engagement strategy by conducting an analysis of its alumni's professional distribution and of students' career aspirations. Industries where its graduates held significant influence were determined and were grouped into complementary networks. These networks have jumpstarted alumni networking, increased support for the institution, and launched new on-ramps for students and graduates through the development of internships and entry-level jobs exclusive to Colgate. With 10 networks up and running in FY16, the Colgate Professional Networks initiative is receiving national attention. This session looks at details of the analysis, program development, resource and staff investment, and outcomes and reporting. Join us to find out how Colgate is answering the ROI question with powerful results.

    Michael Sciola, Associate Vice President of Institutional Advancement; and Jennifer Stone, Director of Annual Giving and Director of Colgate Professional Networks, Colgate University

  • Creating a Marketing Organization That Gets Results

    In today's highly competitive environment, most institutions are keenly aware of the need to market effectively. How to build an effective marketing organization is the real challenge. That may mean reconfiguring existing staff and positions, bringing in talent from outside, or reorganizing and hiring. For leaders new to marketing-and for institutions where marketing is still a hard sell-it's often difficult to know where to begin. Drawing on research and in-depth case studies with diverse institutions, we'll focus on key questions for any institution beginning, or in the middle of, the journey to marketing.

    Deborah L. Maue, Vice President of Strategic Marketing and Communications, Columbia College Chicago; and Michael Stoner, President and Cofounder, mStoner, Inc.

  • How, When and Why Your Audiences Engage in Different Media

    When is a tweet more appropriate than a press release? Is your email strategy working? How can you drive traffic to your videos? Should you solicit by mail or by Facebook? There are so many tools and so little time. That's why you need to know who reads what, when and why. Panelists will provide an overview of how and when different audiences use various communication tools. You'll hear from one of the model alumni publications that figured out how to do print and digital right and one of the leading digital fundraising programs that has unlocked social media's connection to advancement goals.

    Ashley Budd, Assistant Director, Digital Innovation; Art Jahnke, Editor, Bostonia Magazine, Boston University; and Luanne Lawrence, Senior Consultant and Chief Executive Officer, LML Marketing and Communications

  • Advancement without Borders: Real Life Lessons When Universities Go Global

    U.S. universities have now gone global in a serious way, sponsoring new programs, partnerships and outposts around the world. And as international students who have flocked to U.S. universities in recent years graduate, our alumni populations are becoming increasingly global and geographically dispersed. How can university advancement teams overcome cultural and practical obstacles and adapt their efforts to drive success in this new global setting? Review the strategies Duke University employed to advance the university's reputation and alumni and donor engagement around the world. You'll leave with new approaches to adapting your existing best practices to international locations, advice for navigating common roadblocks and challenges, and creative ideas for engaging prospective students, alumni and donors abroad.

    Laura Brinn, Executive Director of Global Communications; and Wendy Kuran, Associate Vice President for Business Development: Duke Kunshan University (DKU) and China, Duke University

  • Fundraisers: Their Careers, Stories, Concerns and Accomplishments

    Who are American fundraisers today? How and why do individuals become fundraisers? What is the state of fundraisers in the education industry? This session is an update to the 22-year old study of the same name. New research provides fresh insight into fundraisers' career paths, challenges, successes and the overall growth of the field. Presenters will share results of their international study, taking an in-depth look at fundraisers in educational advancement, while offering suggestions for strengthening the profession.

    Eugene R. Tempel, Founding Dean Emeritus; Indiana University Lilly Family School of Philanthropy

  • Telling Your Story in the Middle of the Storm

    College campuses all over the nation, without a doubt, have become ground zero for a hotbed of controversial issues. There have been a number of high-profile situations this past year that, unquestionably, make it harder for university presidents and development leaders to raise funds and keep donors positively engaged. This panel features three leaders who have been at the helm during turbulent times, but who have managed to ease doubt amongst their donors.

    Tom Hiles, Vice Chancellor of Advancement, University of Missouri; Megan E. Morey, Chief Advancement Officer, Amherst College; and Jim Moore, President and CEO, University of Illinois Foundation

    Moderator: Stacy Palmer, Editor, The Chronicle of Philanthropy

  • Leaders Buying In: Investment of Academic Leadership in Faculty Engagement

    Are you struggling to get faculty engaged in development? Do your deans and academic leaders see the value of engaged faculty? Are they willing to put some skin in the game - financially? This session looks at the strategy Oregon State implemented for development of a faculty training program at the conclusion of their successful $1 billion campaign. With both financial support and leadership commitment from the provost's office and deans, their team began planning a multiyear, multi-college, immersion program for 200 select faculty members that will prepare them for their future role in philanthropy. Find out how they did it.

    Ben Golding, Chief Operating Officer, Advancement Resources; and Shawn Scoville, Executive Vice President; Oregon State University Foundation

  • Evaluating High-Performing Fundraising Programs

    As the chief executive of a globally recognized consulting organization serving advancement, John Glier discusses how to evaluate high-performance fundraising programs: what metrics to use, how to approach the problem, the identified drivers of success, and how to create a road map to higher performance and success.

    John Glier, President and Chief Executive Officer, Grenzebach, Glier and Associates

Coffee Break in the Marketplace

Key Session
The Power of Voice: Protest and Free Speech in Higher Education
The tradition of activism at our nation's colleges and universities has changed our world for the better. Campuses have a special obligation to protect free speech, open discourse and the value of protest; we strengthen our intellect and our voices in encounters with opposing views. Building on the campaigns of previous generations, students are speaking out for racial justice—the right not merely to be admitted but included, not merely to survive but to thrive. Ruth J. Simmons, one of the foremost higher education leaders in the United States, makes the case that one of the most important values higher education must encourage and protect is the questioning of the status quo.
Ruth J. Simmons, President Emerita, Brown University; President Emerita, Smith College

Welcome Reception

Marketplace Closes


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Monday, July 18

7:30 AM
Marketplace Opens

Breakfast in the Marketplace

Executive Education Seminars (repeated at 10:30 AM today)

  • Be True to Yourself: The Practice of Authenticity in Life and Leadership

    We all admire people who live and lead authentically, and yet most of us struggle to operate this way. Why is it so hard to be true to ourselves, even when we dearly want to be that way? What can we do to get there? This session describes five personal leadership principles that are at the heart of authenticity in life and leadership. The more you practice these principles in your life, the more you will fulfill your desire to live and lead authentically. Leave with the tools to put these principles into practice in your personal and professional life.

    Hitendra Wadhwa, Professor of Practice, Columbia University Business School, and Founder, Institute for Personal Leadership

  • Supporting Productive Collaboration: Using Thinking Styles to Build Appreciative Relationships

    This session introduces participants to the NBI Thinking Styles model and provides tools for helping educators think about ways to support effective collaboration and successfully influence colleagues through expanding their communication approach.

    Rachel Ciporen, Coaching Certification Program, Executive Education and Leadership Development, Columbia University

  • Making the Most of Tricky Situations

    Tricky situations challenge our ability to achieve our goals in accord with our individual aims and ethics. For example, what do you do when a prospective donor or manager asks you to do something you disagree with or are not comfortable doing? In these situations our thinking often goes to the extreme responses—do nothing or go nuclear. Neither of these responses are likely to benefit you or your organization. In this session, we will begin with ways to assess your political capital. Knowing how much you have to "spend" will permit you to choose amongst the successful tactics described in this seminar as you confront each tricky situation throughout your career.

    Elizabeth Boyle, Clinical Associate Professor of Management, Stern School of Business, New York University

  • Authenticity: The Key Leadership Success Factor

    Why authenticity? Trust couldn't be any lower. Leaders are experiencing a drastic change in the perception of their expertise. The minefields of public scrutiny in multiple media channels have rocked our senses. As fear rises, the general public is turning to their peers for direction and leadership. Trust in leaders is at rock bottom in almost all industries. A clear way up is through transparency and authenticity. The time of political correctness is over.

    Balancing the truth in an authentic and transparent manner is the challenge; we need to hold ourselves accountable for delivering the truth. Executing communication strategies that directly align our messages with an authentic intent will offer that opportunity to move toward a more collaborative society.

    Susan Stehlik, Clinical Associate Professor of Management Communication, Stern School of Business, New York University

Coffee Break in the Marketplace

Executive Education Seminars Repeat

NOON-2:00 PM
Distinguished Service Awards Luncheon
Honor the 2016 recipients of the CASE Distinguished Service Awards. CASE's most prestigious awards recognize extraordinary service and leadership in advancement and education.

Dessert Reception in the Marketplace

Concurrent Sessions

  • Digital Engagement Initiatives Today: Connecting Digital to the Bottom Line

    Presented in partnership with the Council of Alumni Association Executives (CAAE)
    It has been a decade since social networking revolution took off and five years since Advancement offices began investing in staff and program dollars to engage alumni in these new online spaces. We are finally at a point where we can see direct connections between digital initiatives and the business goals at the core of institutional communications, alumni engagement, and fundraising efforts. This session will present case studies in each of these areas, discussing the strategies, metrics, and outcomes of recent digital campaigns that align with Advancement's longstanding focus on mobilizing time, talent, and treasure on behalf of our institutions.

    Kim Brown, Director, Strategic Communications & Digital Engagement, Office of Alumni Engagement, Syracuse University; Andrew Gossen, Executive Director, Digital, Cornell University Alumni Affairs & Development; and Christen Gowan, Associate Director of Media Relations and Social Media, Union College.

  • Who Owns the Brand? A University Leadership Panel

    From governance and brand management to fundraising, enrollment and even athletics, the lines continue to blur around who owns a university's story-what it says, how it's packaged, and where it's told. Consider these trends: the rise of the CMO role in higher education, the power and visibility of the athletics brand through ever-expanding media exposure, and the proliferation of multibillion-dollar capital campaigns. Universities are looking more and more like large corporations. But should they manage their brands in a similar fashion? Discuss the issues.

    Michael C. Eicher, Senior Vice President for Advancement and President, The Ohio State University Foundation, The Ohio State University; E. Gordon Gee, President, West Virginia University; and Teri Lucie Thompson, Associate Vice Chancellor, Marketing and Communication; Chief Marketing Officer, University of Texas System

    Moderator: Bill Faust, Managing Partner, Ologie

  • The Science and Art of Cultivating a Highly Philanthropic Board

    How can you increase board giving and create a more effective fundraising board in general? Aided by research conducted in the United States and Canada by Marts & Lundy, and by discussions with advisory boards and fundraising executives at NYU and CUNY, we have begun to find practical answers to this critical question. In this session, we will share top-line findings from the research and discuss how private and public universities can apply the resulting strategies across the main university board as well as college, foundation and center boards.

    Erin Dodd, Managing Director for Development and Campaigns, New York University; Carlos Flynn, University Dean of Advancement, City University of New York; Kelly Moody, Executive Director of Global and Provost Initiatives, New York University;  Nancy Raybin, Senior Consultant & Principal, Marts & Lundy; and Sarah Williams, Consultant, Leader of the Analytical Solutions Group, Marts & Lundy

  • No Rest for the Weary: Making the Most of Your Time Between Campaigns

    As private philanthropy becomes more critical to sustaining excellence in higher education, more universities are launching comprehensive fundraising campaigns in quick succession. Such was the case at the University of Florida, where "Florida Tomorrow," completed in 2012 with a record-breaking $1.72B raised, quickly gave way to an $800M bridge initiative to support UF's faculty and ambitions to become a top ten public university. Determined to maximize the results and momentum of FTC but anxious about donor, volunteer and staff fatigue, UF successfully navigated the post-campaign waters, continuing an upward fundraising trajectory and thoughtfully preparing for its next multibillion dollar effort. Explore and discuss how to make the most of the (often short) time between campaigns.

    Raymond Happy, Principal and Managing Director; Kimberley Kicenuik, Assistant Vice President, CCS; and Thomas J. Mitchell, Vice President, Development and Alumni Affairs, University of Florida

  • Of Algorithms and Advancement: Data-Driven Advancement Strategy and Execution

    As the pressure to expand fundraising increases at a faster rate than the institutional resources needed to secure these funds, advancement operations will inevitably need to make big, tough decisions on how to allocate tight resources effectively. Fortunately, a number of industries outside of higher education fundraising have spent nearly three decades developing analytical tools and frameworks to aid decision-making in situations of high complexity, high uncertainty, or both. This panel presents two institutions' novel applications of decision science techniques and technologies to make better decisions, including the use of system dynamics modeling to ask and answer what-if questions around campaign planning.

    Kate Chamberlin, Director, Development Analytics and Process, Memorial Sloan Kettering Cancer Center; David Strauss, Principal, Art & Science Group; Fred Van Sickle, Executive Vice President, Cornell University; and Darrow Zeidenstein, Vice President, Development and Alumni Relations, Rice University

  • Raising Money in China and Beyond

    More than 250,000 Chinese students are currently enrolled in colleges in the United States, and the number keeps going up. As the base of Chinese students enrolling in and graduating from Western universities continues to rise, university development shops are looking at ways to raise money from Chinese alumni, parents and friends. Bruce Flessner leads a panel discussion with development experts representing a large North American public university, a North American private university and a large Pacific Rim university. Discuss steps each of these institutions are taking to tap into the resources of this population.

    Donna Arbide, Associate Vice President, Alumni Relations and Individual Giving University of Miami, and Giving Executive Director of the UM Alumni Association; Tim Dolan, Vice-Principal (Advancement), University of Sydney; Bruce Flessner, Principal, Bentz Whaley Flessner; Kristine Laping, Senior Vice President of Development, Beth Israel Deaconess Medical Center; and Brodie Remington, Senior Director, International Giving and Engagement, University of Michigan

  • Conversation Amid Controversy: Engaging Your Communities in Times of Rising Student Activism

    How do you help your stakeholders understand your institution's position, as well as student sentiment, in these increasingly turbulent times? How are campuses balancing rights to free speech and the need to create a supportive, safe climate on campus for everyone? With increasing calls for social justice, yet divisiveness about the best ways to achieve positive transformation, hear how some leading universities are approaching their campus conversations and communications. Gain insight about how to engage your own key stakeholders on today's issues of importance to students.

    Robert Hornsby, Associate Vice President for Media Relations, Columbia University; Lisa Lapin, Associate Vice President, University Communications, Stanford University; and Nancy Seideman, Associate Vice President, Media Relations, Emory University

  • Leveraging Volunteers and Staff to Further Your Mission

    Presented in partnership with the Council of Alumni Association Executives (CAAE)

    Explore how volunteers can be engaged to extend the organizational reach and impact and how staff can facilitate volunteer-driven engagement strategies. Session leaders will share their insights and then engage participants in sharing what is - or what could be - helping create volunteer engagement experiences that are mutually-beneficial to both the institutions and their alumni.

    Ken Catandella, Senior Executive Director, CAA and University Relations, Columbia University; Peggy Hoffmann, President, Mariner Management and Marketing, LLC; and Wes Moe, Senior Director, Programs, New York Cares

Coffee Break in the Marketplace

Key Session
The Big Picture
As Summit nears its conclusion, a distinguished panel of experts will tackle big topics including accountability in education, student activism and campus controversy, talent management, and succession planning—plus your challenging questions.

Panelists: Andrew Hamilton, President, New York University; and Stacy Palmer, Editor, The Chronicle of Philanthropy; and Daniel R. Porterfield, President, Franklin & Marshall College
Moderator: Sue Cunningham, President, CASE

Annual CASE Membership Meeting and Update
Join CASE President Sue Cunningham and Board Chair J. Michael Goodwin at CASE's
42nd annual meeting. They will share what's new, including the slate of newly elected CASE trustees, and discuss the state of your professional association.

Taste of New York Reception

Marketplace Closes


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Tuesday, July 19

7:30-8:30 AM

Key Session
The Power of Shared Leadership
All employees will tell you their success relies on teamwork. This is especially true of advancement professionals who serve as the quarterbacks of a team that includes the university president and powerful volunteers (the board).

Joan Garry offers insights on how you can motivate and engage these critical stakeholders in what she calls a "shared leadership" model.
Joan Garry, Founder and Principal, Joan Garry Consulting

Coffee Break

10:30 AM-NOON
Closing Key Session
The Next America: Boomers, Millennials and the Looming Generational Showdown
The United States is in the midst of two profound demographic transformations: our population is en route to becoming majority non-white, driven by our largest immigration wave in history, at the same time a record share is going gray. These changes have created huge generation gaps. Young and old don't look alike, think alike, vote alike, or use technology alike. Today's young adults—the so-called Millennials—are the first downwardly mobile generation in modern history. Those with college degrees are saddled with record levels of student loan debt; those without college degrees can't find good-paying jobs in a knowledge-based economy. Yet Millennials aren't alienated and aggrieved. They are optimistic, aspirational and empowered by the digital technologies that have imbued their generation with a sense of infinite possibility.

Paul Taylor, Former Executive Vice President, Special Projects, Pew Research Center

Summit Adjourns

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