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  3. CASE District II Annual Conference 2024
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All Sessions

CASE District II Annual Conference 2024
CASE District II Annual Conference 2024
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Topic

  • Communications & Marketing(9)
  • Event Planning(7)
  • Fundraising(23)
  • Organization & Management(12)

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  • All Levels(23)
  • Level 2- Emerging Early Career(5)
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36 Results Found
Sunday, February 11, 2024
4:00 PM - 5:00 PM ET

Are YOU Unleashing the Power of Women

In a year when Barbie is breaking major records at the box office, more women are holding the highest political positions globally, the female labor force rate is historically high, and entertainers like Taylor Swift and Beyonce have boosted economies worldwide, the collective power of women should not be underestimated. As the fastest-growing charitable group globally, women are earning more educational degrees than men, holding many leadership positions in the workplace, and making the majority of consumer decisions in the home. Yet, most universities have not revised their antiquated fundraising practices to reflect this new certainty. This presentation inclusive of facilitated discussion will focus on the different motivations and patterns for giving between genders. By not embracing these differences, advancement shops are leaving money on the table and losing out on valuable insights, passion, and power with those who identify as women, a critical market segment that all we should all be talking about. Schools large and small can learn valuable information, discuss strategy, and hear compelling case studies about women’s philanthropy while learning how to implement a new philanthropic paradigm that embraces women's authenticity, empowerment, leading to impressive increases in philanthropic investment.
Speakers: Cannie Campbell, Associate Vice President for Constituent Engagement, James Madison University, Carol Packard, Associate Vice President, Cornell University
Competencies: Global and Cultural CompetenceStrategic Thinking
Experience Level: All Levels
Topics: Annual GivingDiversity & InclusionMajor giftsPlanned giving
Alumni Relations
Fundraising
Monday, February 12, 2024
9:30 AM - 10:30 AM ET

How to Interpret Advancement Data Analytics for Timely Use

Come and learn from Ava Wills-Barksdale (VP University Advancement, Oakwood University) and Darrell Bell (VP Advancement-Nazareth University) as to how they partnered with Scott Lange (President) and Michael Shippam (Principal) of Visionary Philanthropic Consulting to best utilize advancement data analytics for enhanced prospect identification, portfolio balancing, campaign goal setting, gift officer work flow, budgeting rationales for new gift officers, and Board communication on Advancement objectives and Advancement ROI.
Speakers: Michael Shippam, Principal, Visionary Philanthropic Consulting, LLC, Ava Willis-Barksdale, Vice President for University Advancement, Oakwood University, Darrell Bell, Vice President for Institutional Advancement, Nazareth University, Scott Lange, President, Visionary Philanthropic Consulting
Competencies: Industry/Sector ExpertiseStrategic Thinking
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 5- Expert Seasoned Professional
Topics: Annual GivingMajor gifts
Advancement Services
Fundraising
Monday, February 12, 2024
9:30 AM - 10:30 AM ET

Thriving Through Change: The Launch of Georgetown’s Black Alumni Council

Recently completing the inaugural year of the Georgetown University Alumni Association Black Alumni Council, we are excited to share the story of how this inspired group came to be. The group was formed in response to a desire for a more meaningful and tailored approach to the engagement and empowerment of Black alumni. Join us as we share the Black alumni leaders’ vision, the partnership with university and alumni association leaders, and the integrated approach to affinity groups. The Black Alumni Council is the first alumni affinity group of Georgetown University and sets the precedent for all Georgetown University Alumni Association affinity groups moving forward.
Speakers: Erin Greene, Assistant Vice President of Creative, Georgetown University, Yasmeen Mayes, Associate Director, Alumni Affinity Programs and Engagement, Georgetown University, Mannone Butler, Head of Programs & Partnerships, National Basketball Social Justice Coalition, Eric Woods, Chief Operating Officer, Museum of Fine Arts, Boston, Julia Farr, Executive Director, Georgetown University Alumni Association
Competencies: Relationship BuildingLeadership
Experience Level: All LevelsLevel 5- Expert Seasoned Professional
Topics: BrandingDiversity & Inclusion
Communications and Marketing
Alumni Relations
Monday, February 12, 2024
9:30 AM - 10:30 AM ET

Cultivating Tomorrow's Leaders: A Roadmap to Creating a Midlevel Giving Program

Join us for an insightful session as we delve into the transformative journey of The Hopkins Fund and learn directly from the leadership annual gift officer team who successfully developed and launched a midlevel giving circle program in support of our undergraduate annual fund.

Our presentation will offer a roadmap for institutions seeking to embark on a similar path and will emphasize how we championed The Hopkins Fund Leadership Giving Circles as a solicitation strategy framework and catalyst for expanding our undergraduate alumni donor pipeline.
Speakers: Emily Hamsher Kindred, Director of Development, The Hopkins Fund, Johns Hopkins University, Alexandra Polillo, Senior Associate Director, Strategic Projects, Johns Hopkins University
Competencies: Strategic ThinkingIndustry/Sector Expertise
Experience Level: Level 3- Practicing Mid Level CareerAll Levels
Topics: Annual GivingBrandingMajor gifts
Communications and Marketing
Fundraising
Monday, February 12, 2024
9:30 AM - 10:30 AM ET

Empowered by Experts Panel Discussion

Embrace your leadership potential and navigate the exciting path to management at the CASE District II Annual Conference with this panel tailored for new and aspiring managers. Join Kathryn Van Sickle and a panel of advancement leaders from across institutions of all sizes to get inspired and gain insights from these industry leaders as they delve into critical leadership skills, navigating challenges, and building successful teams.
Speakers: Kathryn Van Sickle, Director, Parent Gifts, Yale University, Mike Hoffman, Vice President, Development, United States Naval Academy Alumni Association and Foundation, Pedro Govantes, Executive Director, Schools and Institutions, New York University, Shanna Hocking, Founder and CEO, Hocking Leadership
Experience Level: All Levels
Monday, February 12, 2024
9:30 AM - 10:30 AM ET

Set It, Don’t Forget It: Reinvigorating Your Social Media Strategy

When launching your social media presence, you likely started by outlining a comprehensive strategy. But like any good strategy, you can’t just set it and forget it! Continued engagement and reach require that you regularly review and reevaluate your approach to meet the changing demands of your stakeholders, constituents and platform algorithms. Join this session to learn how the @VillanovaAlumni Social Media Working Group capitalized on the launch of their Instagram account to revisit overall goals for social media, enhance cross-departmental collaboration, create brand-aligned content themes, update workflows, define measurements for success and achieve results. Regardless of your experience level with social media or the size of your team, there are takeaways for everyone!
Speakers: Christine Stackhouse, Associate Director, Digital Strategy & Engagement - Alumni Relations, Villanova University, Nicole Duhamel, Director of Digital Fundraising for Annual Giving, Villanova University, Liz Murphy, Manager of Digital Content, University Advancement Communication, Villanova University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: Annual GivingBrandingSocial Media
Alumni Relations
Communications and Marketing
Monday, February 12, 2024
11:00 AM - 12:00 PM ET

Strategies for Transitioning into Your First Leadership Role

Taking on your first leadership role is a major milestone in your career. You are moving into a new position where you will be leading the work instead of doing the work - and this shift often brings with it a jumble of emotions: excitement, fear, anticipation, insecurity. Taking on a first leadership role is a huge step in anyone's career. You're entering unfamiliar territory, which can be scary. With the new role will come new responsibilities. As a new leader, you will want to make sure that you are navigating this transition smoothly. Authentic leadership is not granted by positional authority but is instead earned over time, and through specific behaviors. In higher education, where responsibility and authority do not always go hand in hand, we must cultivate a model of leadership that prizes building trust, collaborating with others, and leading with purpose. This session will help you tap into that with an interactive and engaging discussion outlining and demonstrating effective strategies that can be put to use as you navigate your leadership transition.
Speakers: Matthew Colson, Vice President, Development and Alumni Engagement, Farmingdale State College
Competencies: Emotional IntelligenceLeadership
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career
Alumni Relations
Fundraising
Monday, February 12, 2024
11:00 AM - 12:00 PM ET

Did they really just say that? Navigating Difficult Conversations and Situations

Over the course of any advancement professional’s career, you likely will encounter difficult conversations or situations. What do you do when someone is inappropriate, you are in an uncomfortable situation, or a constituent's values are different from the institution's. As a manager, what are ways you can support your staff? In this interactive session, a panel of advancement professionals will discuss strategies to scenarios submitted by the audience.
Speakers: Christen Jones, Director of Development, The Pennington School, Krystle Ongaco, Johns Hopkins University, Senior Associate Director in the Office of Alumni Relations, Kerry Gotham, Associate Vice President for Institutional Advancement, SUNY Cortland, Matt Nierenberg, Capital Gifts Officer, The Haverford School
Competencies: Relationship BuildingIntegrity and Professionalism
Experience Level: All Levels
Topics: Diversity & InclusionMajor gifts
Alumni Relations
Fundraising
Monday, February 12, 2024
11:00 AM - 12:00 PM ET

Called to Adapt: How Georgetown executed a digital-first, $3B campaign launch

What are you called to be? For Georgetown’s Advancement Communications team, they were called to be nimble and strategic amid a shifting landscape to launch the university’s new $3b campaign. With a digital-first rolling launch that spanned six months and culminated in an in-person celebration, the Georgetown team will share how they changed the traditional approach to campaigns for a post-pandemic world.
Speakers: Erin Greene, Assistant Vice President of Creative, Georgetown University, Anupam Chakravarty, Senior Director, Digital Channel Strategy, Georgetown University, Amy Levin, Associate Vice President, Communications, Georgetown University, Chris Enochs, Senior Director, Video and Multimedia, Georgetown University, Hilary Koss, Director, Strategy and Operations, Georgetown University
Competencies: Industry/Sector ExpertiseStrategic Thinking
Experience Level: All Levels
Topics: Annual GivingBrandingSocial MediaSpecial Events
Alumni Relations
Communications and Marketing
Monday, February 12, 2024
11:00 AM - 12:00 PM ET

What’s a POD? Innovative Prospect Outreach Initiatives to Boost your Pipeline

We all know engaging prospective donors is a constant challenge. The Johns Hopkins Bloomberg School of Public Health Development team tackled this challenge head-on during the height of the COVID-19 pandemic through the implementation of a groundbreaking initiative – Pipeline Outreach Day (POD). The team has now executed this initiative multiple times, bringing together a diverse team of gift officers, administrative staff, stewardship, annual giving, alumni relations, and foundation relations colleagues, fostering an "all hands-on deck" atmosphere.

Logging over 2,000 outreach attempts, this proactive approach resulted in over 200 qualification conversations and visits with potential donors, and 50+ gifts and pledges. Leveraging various communication platforms with an eye ever toward innovative new strategies, including using LinkedIn and ThankView, this initiative has now become a regular fixture, serving as a valuable pipeline development and team-building activity for the Bloomberg School. Learn about some of the challenges we encountered in this approach and how we evolved to test new methods and continue to grow and deepen this work.
Speakers: Morgan Martin, Sr. Associate Director of Development, Johns Hopkins Bloomberg School of Public Health, Brett Schatz, Assistant Director of Development, Johns Hopkins Bloomberg School of Public Health, Marcus Hardrick, Assistant Director of Prospect Management and Data Analytics, Johns Hopkins Bloomberg School of Public Health, Joanna Schofield, Associate Director of Development, Johns Hopkins Bloomberg School of Public Health
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 3- Practicing Mid Level CareerAll Levels
Topics: Major giftsSpecial Events
Alumni Relations
Fundraising

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