Sunday, July 16

1:00-2:30 PM
Introductions and Opening Key Session
The Big Trends Shaping the World Today: Economics, Technology/Geo-Politics

Bestselling author of The World is Flat and New York Times foreign affairs columnist Tom Friedman is renowned for his direct reporting and sophisticated analysis of complex issues facing the world. Winner of three Pulitzer Prizes, he has covered the monumental stories from around the globe for the New York Times since 1981.

In his new bestseller, and topic for this conversation, Thank You for Being Late, Friedman offers a blueprint for overcoming the stresses and challenges of a world being transformed by technology, globalization and climate change. You won't want to miss his descriptive analysis of epic trends and their consequences.

Tom Friedman, Foreign Affairs Columnist, The New York Times; Three-time Pulitzer Prize Winner; and Best-selling Author

Marketplace Opens
Book Signing with Thomas Friedman

Key Session
Design Thinking: A Tool for Innovation in Higher Education

Over the last decade, Stanford University's has focused on design-driven, team-based, interdisciplinary learning experiences. Increasingly, colleges and universities around the world are integrating design thinking into their curricula and launching innovation and design programs. Design thinking puts the tools for innovation and change in the hands of students, and a powerful methodology for innovating education itself in the hands of faculty and university leaders. Sarah Stein Greenberg shares examples from the and illustrates how this movement is spreading.

Sarah Stein Greenberg, Executive Director, Hasso Plattner Institute of Design (, Stanford University

Break in the Marketplace

Concurrent Sessions

  • Design Thinking: A First Taste

    Following our Design Thinking key session, two smaller workshops run by professors are offered to introduce you to some of the tools used by design thinkers. The workshops are targeted for people new to design-no prior knowledge needed. You will be guided through a short series of exercises that will inspire you to seek further experiences in learning and using design thinking as a tool for innovation on your own campus. Come prepared to participate.

    Speakers: Felicity Lark-Hei Meu, Consultant, Stanford Effective Philanthropy Lab and Director of Partner Success for Give Campus; Charlotte Burgess-Auburn, Director of Community; Sarah Stein Greenberg, Executive Director; and Nadia Roumani, Director, Stanford Effective Philanthropy Lab and Lecturer; Stanford, Stanford University

  • Marketing: The Emergent Imperative, the Inherent Risks

    Colleges and universities in the United States will invest more than $1.4B in paid advertising this year. What's new is that the lion's share of that overall spending is now coming from public institutions and private nonprofits. It's a gathering trend that carries profound ramifications for advancement professionals. Discuss the inexorable forces driving the "new ad arms race," review examples of the stunning scope of investment at a number of institutions, and identify the strategic implications of the decision to join the trend or not.

    Speakers: Bob Brock, President, Educational Marketing Group, Inc.; and Rob Zinkan, Associate Vice President, Marketing, Indiana University

  • Coordinated Communications for Comprehensive Campaigns

    A strategic and coordinated communications effort is not only critical to the financial success of a comprehensive fundraising campaign, it can also deliver significant reputational gains to the institution. And yet, the communications component of campaign planning is often handled ad hoc or as an afterthought. This session offers an in-depth case study of the carefully designed campaign communications effort at the University of Florida, with particular emphasis on setting campus-wide strategy, engaging the university leadership, and coordinating campaign messaging across a complex institution.

    Speakers: John Lippincott, of Counsel, Marts & Lundy, and President Emeritus, Council for Advancement and Support of Education; and Thomas Mitchell, Vice President for Advancement, University of Florida

  • Engaging an Increasingly Diverse and International Donor Base

    The number of international students in the United States has grown nearly 80 percent since 2000, and along with that growth comes the potential to develop global donor relationships. The challenge lies in understanding the nuanced cultural differences and best practices of international philanthropy. Recent Campbell and Company research lends insight into the key challenges of international fundraising, how cultural differences affect giving motivations, and the critical skills and competencies required for development officers tasked with building and nurturing relationships with parents and alumni living outside the United States.

    Speakers: Peter Fissinger, President and CEO, Campbell & Company; Marina Tan Harper, Senior Director for International Development, University of California, Davis; Shaun Keister, Vice Chancellor for Development, University of California, Davis; Catheryn Obern, Senior Major Gift Officer and Director Europe International Development, Cornell University, and Tom Tseng, Vice President for Development and Campaign Co-Director, University of Hawaii Foundation
  • Getting Serious About Diversity: Recruitment, Retention and Talent Management

    Advancement shops committed to creating an inclusive culture must internalize the answer to the question, "Why is diversity important to your organization?" Commitment to creating a culturally competent organization begins with awareness and acknowledgement from leadership-it begins at the top. How does the committed leader facilitate organizational readiness? How does the committed leader build a culture where employees internalize their understanding of privilege and race, and have courageous conversations? Diversity in all its forms is critical if we are to meet the needs of our stakeholders and truly advance the mission of our institutions.

    Speakers: Christina Chang, Assistant Vice President, Finance and Talent Management, University of Washington; and Angelique Grant, Senior Consultant, Aspen Leadership Group

  • Alignment for Alumni Engagement: Evolving Organizational Approaches

    Presented in partnership with the Council of Alumni Association Executives (CAAE)
    Dues or non-dues? Independent or dependent? Many venerable institutions have changed how they are organized to engage alumni. From focusing on dues and membership to providing programs to all alumni, traditional alumni associations are giving up independent governing structures, making other significant changes in budgets and programs, and adapting to the ever-changing and rapidly-evolving constituent engagement landscape. Leaders representing three different types of associations share how they are working to keep pace with the ever-changing environment and offer practical insights and tips for navigating successfully.
    Paula Bonner, President and Chief Alumni Officer, Wisconsin Foundation and Alumni Association, University of Wisconsin-Madison; Joe Irwin, President and CEO, Georgia Tech Alumni Association, Georgia Institute of Technology; Julie Sina, Associate Vice Chancellor, Alumni Affairs, CFO, UCLA Foundation & UCLA Investment Company, UCLA; and Sterly Wilder, Associate Vice President for Alumni Affairs, Duke University
  • Connecting for Good: Alumni as Advocates

    Many institutions go to great lengths to identify their state and federal legislative priorities for the year. How great, though, is the effort to achieve the agenda through your alumni? A distinguished panel discusses how to identify alumni who can be central to your success, how to educate and engage them, and how to navigate that potentially sticky wicket of partisan politics.

    Speakers: Courtney Acitelli, Director, UW Impact, University of Washington Alumni Association; Brad Bundy, Senior Associate Vice President, University Advancement, Miami University; Cheryl Johnson, Assistant Secretary, Australia Awards and Alumni Branch, DFAT, Australia; and Tony Williams, Partner and Chairman, Washington 2 Advocates
    Moderator: Sue Cunningham, President and CEO, Council for Advancement and Support of Education

Welcome Reception

Marketplace Closes for the Day

Conference Adjourns for the Day
Dinner on your own

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Monday, July 17

7:30-8:30 AM
Breakfast in the Marketplace

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

  • Negotiations and Influence: The Art of Working with People to Get Things Done

    Using a simulated negotiation exercise, become familiar with a "toolbox" of negotiation skills and learn how to negotiate more effectively in both collaborative and competitive situations. In the process, explore positive influence techniques and gain a greater appreciation for the importance of planning and preparation, "expanding the pie," and development trust in relationships.

    Holly Schroth, Senior Lecturer, Haas School of Business, University of California, Berkeley

  • The Science of Happiness

    Review the latest discoveries in the science of happiness. Dacher Keltner uncovers cultural and historical definitions of happiness, and discusses how happiness promotes health, creativity and strong social ties. Focus on cultivating the positive emotions at the core of happiness—compassion, gratitude and awe—and detail ancient actionable practices to boost these emotions. The session concludes with a discussion of stress and what has been learned about transcending stress through mindfulness, narrative and play.

    Dacher Keltner, Thomas and Ruth Ann Hornaday Professor of Psychology; Director, Berkeley Social Interaction Laboratory; Faculty Director, Greater Good Science Center, Haas School of Business, University of California, Berkeley

  • Managing Change and Transition: In and Around Yourself

    Forces like globalization, technology, and evolving customer/client and employee expectations are accelerating the pace and intensity of work. These changes span the organizations we work in, the work we do, the people we work with and the cultures in which we work. This session examines the psychology of change and transition and offers tools for better understanding and managing them in yourself and in the teams you manage. Explore the differences between change and transition and identify common responses to change and the stages of transition. Further thought will be given to why change can be so stressful and threatening to many people. Discover how change can be an "unfreezing" event to help people not just survive, but to thrive amidst disruptions to the status quo.

    Mitchell Marks, Professor, College of Business, San Francisco State University

  • Applying Business to Philanthropy: Using Innovative Strategies to Inspire New Constituencies

    A basic approach to raising money for a cause is to find people whose interests match the cause. This is similar to the approach taken by business leaders in specific product markets where we find people with a particular need and design products to match the need. This targeted approach limits the size of the market (or the number of people who give) to only those who have resources and a common interest or need. What can we, in higher education leadership, learn from the business world to change this paradigm? Can innovative programs and outreach strategies inspire new individuals outside of a typical market to become engaged and ultimately give? Discuss the importance of creating excitement around new initiatives and developing strategies rooted in business and marketing principles that will compel a larger constituency to contribute.

    H. Rao Unnava, Dean, Graduate School of Management, University of California, Davis

Break in the Marketplace
Book Signing with Dacher Keltner

Executive Education Seminars Repeat

NOON-2:00 PM
Awards Luncheon and Annual Membership Meeting

Dessert Reception in the Marketplace

Concurrent Sessions

  • Leadership Lessons from Advancement's Level-5 Leaders

    In Jim Collins' classic book, Good to Great, level-5 leaders possess key characteristics that bring their respective companies unparalleled results. A recent study by Dan Saftig takes this concept and zeroes in on the specific leadership qualities of high-achieving level-5 advancement leaders. What's common to their success? What are the most prevalent leadership traits seen in our profession's highest achievers? Saftig takes a deep dive with 10 well-known leaders and comes away with a treasure trove of leadership wisdom that aspiring advancement leaders won't want to miss.

    Speaker: Daniel Saftig, Senior Consultant and Principal, Marts & Lundy

  • How 13 Institutions are Collaborating to Measure and Promote Employee Engagement

    With many institutions participating in ambitious campaigns, recognizing the importance of employee engagement and how it drives performance has become essential to the success of these fundraising efforts. In the spring of 2015, a group of advancement organizations formed a consortium, to measure and increase engagement of our teams. Consortium members discuss their evolution, share highlights from their data, and speak to lessons learned over two years of surveying. This session provides scalable employee engagement strategies.

    Moderator: Christy Cates, Executive Director, Prospect and Talent Development, California Institute of Technology

    Speakers: Amy Bronson, Associate Vice President of Advancement Resources and Strategic Talent Management, Boston University; Christina Z. W. Chang, Assistant Vice President, Finance and Talent Management, University of Washington; Becky Rafferty, Vice President of Talent Management; University of Iowa Foundation; and Holly Wolk, Executive Director of Talent Management for Advancement, University of Rochester

  • Campus Activism, Leadership and Advancement: A Mizzou Case Study

    The fall of 2015 at the University of Missouri was a challenging time. After a dizzying five months of multiple controversies involving several hot-button, societal issues, advancement professionals found themselves on the front line of public and alumni sentiment. Events unfolded rapidly, media descended and it became clear that it was difficult for alumni and donors to understand exactly what was happening on campus. We'll discuss what worked, the challenges, the results and provide tips on how peers can prepare themselves for the important role they play.

    Speaker: Todd McCubbin, Associate Vice Chancellor for Alumni Relations and Executive Director, Mizzou Alumni Association, University of Missouri

  • Project 72: Demonstrating a University's Value Through an Integrated Campaign

    An integrated messaging campaign can be used to begin a positive discussion regarding the university's role within the lives of citizens across its state. Relevant stories of impact can show how all residents benefit from a university's research, economic impact and leadership at a time when funding models and perceptions of higher education are changing. Learn how one national university began to proactively change the narrative in its own backyard by launching a campaign to demonstrate its value through partnerships with alumni, donors and community members.

    Speaker: James Kennedy, Chief Marketing Officer, University of Wisconsin Foundation and Alumni Association

  • Let's Get This Show on the Road: Redefining the Campaign Roadshow

    Duke's regional campaign outreach effort, "Duke Forward: On the Road" showcased the intellectual vitality of the university, brought together 10,000 participants in 22 events in 14 cities, harnessed the volunteer power of 1,000+ ambassadors to drive record turnout in all 14 launch cities, and inspired 84 percent of participants to give to the campaign. We invite you to engage in a 360 degree look on bringing invention, innovation and impact to the campaign tour-strategic drivers, desired outcomes, key success factors and lessons learned.

    Speakers: Melissa Antaya, Director of Development and Communications Marketing, Duke University; Josh Johns, Chief Creative Officer, Feats, Inc.; David Lindquist, Assistant Vice President for Global Alumni Engagement, Duke University; and Sarah West, Associate Vice President for Strategic Planning and the Campaign, Duke University

  • Washington Update: The Latest on Legislative Proposals Affecting Advancement

    What does the Trump Administration and Congress have in store for educational institutions? Will U.S. lawmakers limit the value of the charitable deduction? Or, enact new rules and restrictions on college and university endowments? Get the latest information on tax reform and other legislative proposals that could impact your work and how you can assist CASE's efforts on Capitol Hill.

    Speaker: Brian Flahaven, Senior Director for Advocacy, Council for Advancement and Support of Education

  • Metrics: Everyone is Talking About It

    Presented in partnership with the Council of Alumni Association Executives (CAAE)
    Leaders from within the field of alumni relations and constituent engagement discuss how they have measured alumni engagement, outline the metrics they are using, and identify how these data points can influence strategy and goals. You'll leave this session with unique and varied examples of how metrics are being used to manage programs. Learn what CASE is doing to devise a metrics framework for alumni engagement and find out how to devise approaches appropriate to your context.

    Susan Baisley, Associate Vice President for Constituent Engagement, Johns Hopkins University; Gary Olsen, Vice President for University Advancement, University of Scranton; and F. Hoopes Wampler, Associate Vice President, PennAlumni, University of Pennsylvania
    Moderator: J.T. Forbes, Chief Executive Officer, Indiana University Alumni Association, and Member, CASE Commission on Alumni Relations

  • International Alumni Relations: Pros and Cons

    Presented in partnership with the Council of Alumni Association Executives (CAAE)
    The world is growing smaller, and an increasing number of students are choosing to study abroad or are relocating to work abroad. How do we effectively connect with these alumni? Learn how to determine the ROI on international programming and review models that work. If a small percent of a school's alumni are outside the country, what's the right approach? Are there opportunities to dovetail with other program areas? A number of universities report growing their international student population, what impact does this have on programming for alumni? This panel shares their insights.

    Jaclyn Chu, Director, Strategic Regional Engagement and Alumni Relations, Columbia University; Nelly Divricean, International Alumni Manager, University of Utah Alumni Association; Hongnan MA, Director of International Alumni Relations, Cornell University
    Moderator: Patrick Auerbach, Associate Senior Vice President for Alumni Relations, University of Southern California

Break in the Marketplace

Key Session
Leading in Times of Unprecedented Uncertainty and Scrutiny

"American colleges and universities, public and private, are properly seen as nonpartisan elements in a civil society, committed to research and teaching in a manner that transcends ordinary politics. But to succeed, these institutions must ensure that academic freedom and the highest standards of scholarship prevail. This means respect for the rules of evidence, rigorous skepticism and the honoring of the distinction between truth and falsehood." --Leo Botstein, President, Bard College

Colleges and universities are reeling from massive uncertainty that threaten the very essence of their missions. The same principles and fundamental values that have enabled institutions of higher education to flourish—freedom and tolerance, open exchange of ideas, and acceptance of all individuals no matter their national origin, race, gender or religion—have been threatened.

Educational advancement, as a set of strategies and tactics, needs to adapt to this new era of fear, cynicism and polarization. Listen as two prominent thought-leaders delve into a discussion around the broad socio-economic backdrop of the post 2016 election and what they see as strategies for success during these turbulent times.

David Leebron, President, Rice University; Chair, Board of Directors, American Association of Universities and the Consortium on Financing Higher Education; and Janet Napolitano, President, University of California
Moderator: Sue Cunningham, President and CEO, Council for Advancement and Support of Education

Taste of San Francisco Reception

Marketplace Closes
Conference Adjourns for the Day
Dinner on your own

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Tuesday, July 18

7:30-8:30 AM

Key Session
Blindspot: Hidden Biases of Good People

Implicit bias—attitudes and stereotypes that influence judgement, decision-making and behavior in ways that are outside of conscious awareness and/or control—was first described in a 1995 publication by Tony Greenwald and Mahzarin Banaji, two scientists who helped to create Project Implicit.

This session includes a demonstration of perceptual, memory and judgement illusions that help to illustrate that we do not have complete access to or control over our own minds. It focuses on diversity and inclusion, leadership, biases in decision-making, and/or barriers to innovation. Anthony Greenwald speaks to how unwanted influences can impair organizational performance in universities and colleges. He discusses the current science and translates it into takeaways that can help to achieve an institution's goals.

Anthony Greenwald, Professor of Psychology, University of Washington; Creator, Project Implicit; and Author, Blindspot

Coffee Break
Book Signing with Anthony Greenwald

Closing Key Session
The Engaged Leader: A Strategy for Your Digital Transformation

Digital and social technologies have revolutionized relationships—and leadership is not immune. Despite the pressure to engage, leaders remain on the sidelines, paralyzed by fear and the unknown. Charlene Li discusses why leaders need to master a new way of developing relationships, which begins by stepping out of traditional hierarchies; how to listen at scale, share to shape, and engage to transform; the art of making this transformative mind shift; and the science of applying the right tools to meet your strategic goals.

Charlene Li, Principal Analyst (Founder and Former CEO), Altimeter Group; and Author, The Engaged Leader

Book Singing with Charlene Li

Conference Adjourns

Day 1 Day 2 Day 3


Thank you to our sponsors


Aspen Leadership Group

Higher Talent

Grenzebach Glier and Associates

Reeher RuffaloNoelLevitz Santander

EAB Royall & Company

Higher Talent


Lipman Hearne

Lois L. Lindauer Searches
Graham-Pelton Witt/Kieffer Liberty Mutual Insurance

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