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Districts I & II Conference sessions

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CASE District I & II Annual Conference
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  • Advancement Services(1)
  • Communications & Marketing(1)
  • Fundraising(6)
  • Organization & Management(5)

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  • Advancement Services(7)
  • Alumni Relations(19)
  • Fundraising(25)

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45 Results Found
Monday, March 13, 2023
11:30 AM - 1:15 PM EST

District I & II Opportunity and Inclusion Award Recipients Recognition, Luncheon and Plenary Session: Moving DEIB Forward: Be a Catalyst for Change

Creating more inclusive and equitable environments for staff and constituents in our field gained focus after the George Floyd murder. In light of efforts to deprioritize DEIB work around the country, it is necessary to ask how these efforts can be focused on in our work and institutions today. During this interactive and moderated panel discussion, hear from colleagues leading these efforts in their respective institutions as they reflect on what they have accomplished thus far, what barriers exist, and how to keep the momentum alive. Attendees will gain insights on how they can impact this work as individuals, as a team, and as an organization.
Speakers: Ben Fiore-Walker, Sr. Director of the Opportunity and Inclusion Center, CASE, Feven Teklu, Major Gift Officer, Brown University, Ellen Schatz, Major Gift Officer, Brown University, Marinda Reynolds, Associate Vice President Stakeholder Engagement, UConn Foundation, Darrell Bell, Vice President for Advancement, Nazareth College
Competencies: Global and Cultural Competence
Topics: Diversity & Inclusion
Fundraising
Alumni Relations
Monday, March 13, 2023
1:45 PM - 2:45 PM EST

The Power of Young Alumni and Video

In this session attendees will learn about RIT’s “TIGER Video Email Series” and how they: engage their young alumni as video stars, educate their recent graduates on their benefits and more, and used videos in emails to increase Open Rates. In addition, we will discuss what steps are taken to make sure all pieces come together to engage your recent graduates/young alumni.
Speakers: Victor Santiago, Associate Director, Young Alumni & Students, Rochester Institute of Technology
Competencies: Relationship Building
Alumni Relations
Monday, March 13, 2023
1:45 PM - 2:45 PM EST

The Fundraising Throwdown!

In this interactive event, two teams of experienced fundraisers will tackle a surprise fundraising challenge, live, in a cooking-show inspired competition! They'll accept your feedback as they "cook," and you'll determine their fate over three rounds of surprises. See it unfold live as the teams respond and share their perspectives on today's biggest advancement challenges. You’ll decide what happens each round and who will be crowned the Throwdown! champions. Be ready to offer your take on key topics, including organizing campaigns, balancing revenue and participation, and engaging an inclusive donor base. It's a CASE session like nothing you've seen before!
Speakers: Brian Gawor, Vice President, Research, Ruffalo Noel Levitz, Geoff Bartlett, Assistant Vice President for Strategic Initiatives, The University at Buffalo, Christina Sebastian, Senior Executive Director, Donor Relations and Broad-based Marketing, Columbia University, Greta Daniels, Senior Vice President and Consultant, RNL
Competencies: Business and Financial AcumenRelationship BuildingIndustry/Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
Alumni Relations
Fundraising
Monday, March 13, 2023
1:45 PM - 2:45 PM EST

Crypto Philanthropy

More than 95% of US assets are held outside of cash. In order to strengthen our fundraising success, institutions and individual fundraisers must understand cryptocurrency and be comfortable soliciting and closing gifts of crypto. This presentation seeks to demystify crypto and the blockchain, so that institutions understand why they should entertain these kinds of gifts and individual fundraisers can close gifts of crypto that benefit their institution EVEN if their institution doesn't currently accept gifts of crypto.
Speakers: Kyle Blanchette, Development Associate, Academic Initiatives, Brown University, Sierra Rosen, Executive Director of Philanthropic Strategies and Planned Giving, Brown University, Richard Horne, Director, Prospect Development and Research, Vassar College
Competencies: Business and Financial AcumenRelationship BuildingIndustry/Sector ExpertiseStrategic Thinking
Topics: Annual Giving
Fundraising
Monday, March 13, 2023
1:45 PM - 2:45 PM EST

Parent Fundraising 101: What All Institutions Can Learn from Independent Schools

Independent schools have developed a strong culture of parent engagement and giving, leading to transformational results for institutions. What is the secret sauce? It begins with engagement and transparent discussions about the power of philanthropy. Join us for an interactive session discussing parent fundraising tactics and strategies that can be applied to any educational institution, no matter how big or small.
Speakers: Christen Jones, Director of Development, The Pennington School, Jennifer Harris, Director of Parent Engagement and Giving, The Hun School of Princeton
Competencies: Relationship BuildingIndustry/Sector Expertise
Fundraising
Monday, March 13, 2023
1:45 PM - 2:45 PM EST

Giving Society Glow Ups: Creating and Enhancing Giving Societies

Have you been tasked with starting a new giving society? Have you inherited a giving society whose energy has fallen flat? Are you looking for ways to re-energize certain constituents within your donor base? This session will share tips and tricks for creating new giving societies whose mission it is to engage often overlooked groups, like women and parents. It will also include strategies to infuse new energy into an existing planned giving society, to successfully increase the giving threshold of your leadership donor society, and to establish a lifetime giving society.
Speakers: Robert Breckinridge, Assistant Vice President of Development, Moravian University, Lucas Smith, Director of Development, Moravian University, Marissa Zondag, Leadership Gift Officer/Director of the Moravian Leadership Council, Moravian University, Jessica Weaver, Family Philanthropy Officer, Moravian University
Competencies: Relationship BuildingIndustry/Sector Expertise
Topics: Diversity & Inclusion
Fundraising
Monday, March 13, 2023
1:45 PM - 2:45 PM EST

Measuring Affiliation through RFM Analysis

Work smart, not hard. This session will show you how your team can use simple tools to find prospects who have demonstrated a meaningful affinity. We will go step-by-step through a traditional Recency, Frequency, Monetary (RFM) Score to generate the strongest prospects. We will apply additional data to extend RFM and create an RFM+ Score. The RFM+ Score goes beyond the standard philanthropic indicators to measure additional types of engagement and affinity, such as event attendance and membership data. Lastly, we will use wealth screening results to identify prospects with a strong capacity and are giving to like organizations.
Speakers: Jacob Greenstine, Director, Data Analytics, CCS Fundraising, Jessica Roberts, VP, Data Analytics, CCS Fundraising, Ashley Whaley, Senior Director of College Advancement, Hagerstown Community College
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenIndustry/Sector ExpertiseStrategic Thinking
Advancement Services
Alumni Relations
Fundraising
Monday, March 13, 2023
3:00 PM - 4:00 PM EST

The Making of A Legacy to Share by Drexel University Alumni

Join Drexel University leadership as they share the process for creating a book as a reference tool for education, history, and culture written by women and men from Philadelphia public, private and parochial schools and those who relocated here. All share our support for young Black leaders by helping to create a vision of their potential and a pathway to their success. It provides a navigational system for both high school and college students, parents and advocates of young adults, and professionals seeking proven advancement strategies.
Speakers: Angela Dowd-Burton, President & CEO, DowdBurton and Associates, LLC, Jason Schupbach, Dean, Drexel University, Fanny Chu-Fong, Executive Director Alumni Relations, Drexel University, Jerry Martin, President, Drexel University Black Alumni Council, Drexel University
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Alumni Relations
Monday, March 13, 2023
3:00 PM - 4:00 PM EST

RetriEVER Grateful Tour - Hybrid Regional Programs & Engaged Leadership

Question: What to do with a presidential transition at the same time a campaign is concluding (the most difficult stretch!)? Answer: Go on tour! Learn how UMBC's Alumni Engagement, Annual Giving, Major Gifts, and Communications & Marketing team collaborated on the RetriEVER Grateful Tour, a national tour with campus leaders engaged in discussions with the outgoing president. Discover how fresh marketing strategies boosted attendance (even during a pandemic) including robo-calls and paid social media. Hear how the tour engaged alumni and identified new volunteers. See the giving impact for annual and major gifts.
Speakers: Stacey Sickels Locke, Associate Vice President, Alumni Engagement and Development, University of Maryland Baltimore County, Stanyell Odom, Director, Alumni Engagement, UMBC, Bobby Lubaszewski, Director of Alumni Engagement and Development Communications & Marketing, UMBC
Competencies: Relationship BuildingIndustry/Sector ExpertiseStrategic ThinkingLeadership
Alumni Relations
Fundraising
Monday, March 13, 2023
3:00 PM - 4:00 PM EST

The Alumni Voice: Tailoring communication and engagement strategies

Communication expectations continue to shift among our graduates – meeting those expectations can lead to higher engagement. In this session, we'll share results of our national survey of over 2,000 alumni on areas of interest, expectations, and opportunities to build engagement and support. We'll then share examples of how Fordham University and the United States Coast Guard Academy Alumni Association connect with alumni through segmented, targeted communications to further deepen their relationship with the institutions. Participants will leave this session with concrete ideas to inform communication strategies and next steps to broaden and deepen overall alumni engagement.
Speakers: Mirko Widenhorn, Senior Director of Engagement Strategy, Anthology, Matt Burns, Director for Reunion Programs and Affinity Groups, Fordham University, Tara King Clark, VP of Communications & Marketing, US Coast Guard Academy Alumni Association
Competencies: Relationship BuildingStrategic Thinking
Alumni Relations

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