All Sessions
CASE District III Annual Conference 2024
CASE District III Annual Conference 2024
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59 Results Found
2:30 PM - 3:30 PM ET
Creating a Strategic Plan to Unlock Synergy and Build a Front Porch for Partners
Get ready to transform your institution by using organizational integration to create a welcoming 'front porch' to college partners, alumni, and the community. Discover the advantages of merging College Advancement, Strategic Communications and Marketing, and Workforce and Economic Development Departments into a single division. Unlock synergies, streamline processes, and maximize outcomes through integration. Explore implementation strategies, benefits, and the transformative power of this merger. Join us as we open the doors to reveal a new level of partnership and excellence.
Speakers: Tisha Poteat, Chief Advancement Officer and Executive Director for YTC Foundation, York Technical College, William Cook, Interim Vice President of Communications and External Relations, York Technical College, John Cioni, Advancement Services and Operations Manager, York Technical College
Competencies: Strategic Thinking
2:30 PM - 3:30 PM ET
Adapting to a Changing Social Media Landscape
New features and functionality on social media platforms have become normal occurrences. This means the opportunities to communicate a singular message or multiple messages evolve through the academic year. Social media managers are learning to adapt to the changing social media landscape and sometimes rethink their content delivery. In this workshop, participants will explore notable recent changes in widely used social media platforms, explore ideas to further connect with their audiences online, and work through how a message can be delivered in different online spaces to further their social media strategy.
Speakers: Aurelia Spaulding, Assistant Director, Marketing & Communications, Western Kentucky University
Competencies: Strategic Thinking
Topics: BrandingSocial Media
4:00 PM - 5:00 PM ET
Great Alumni Aren't Born, They're Made: Meaningfully Engaging Students and Young Alumni
Join the University of Tennessee, Knoxville Student and Young Alumni Programs team for a comprehensive conversation discussing student-alumni life cycle programming, recent graduate and young alumni initiatives, and collaborative strategies employed to link students with the UT Knoxville Office of Alumni Relations and the UT Alumni Network. Your active participation is key – share both successful endeavors and challenges from your own campus, enabling fellow attendees, and yourself, to depart with a diverse range of ideas and proven best practices ready for consideration and implementation at our respective institutions.
Speakers: Sam Jackson, Associate Director of Student & Young Alumni Programs, University of Tennessee, Knoxville, Gina Martin, Senior Director of Student & Young Alumni Programs, University of Tennessee, Knoxville
Competencies: Relationship Building
4:00 PM - 5:00 PM ET
Synergy Unleashed: Maximizing Impact through Integrated Marketing Campaigns
Discover the transformative potential of combining donor, admissions, and brand campaigns into one cohesive strategy. Learn how to amplify your organization's message, build stronger connections with supporters, and maximize fundraising efforts. Join us as we delve into practical techniques, success stories, and essential insights to take your campaigns to new heights. Get ready to supercharge your mission through the art of seamless integration!
Speakers: Holly Hill, Senior Director of Marketing, Communications, & Brand Strategy, Flagler College, Carol Branson, Vice President, Marketing & Communications, Flagler College
Competencies: Strategic Thinking
Topics: Branding
4:00 PM - 5:00 PM ET
Measuring Alumni Engagement
Come hear and see how the University of South Carolina built a business process and visual dashboard using the CASE Global Alumni Engagement Metrics Survey as a catalyst and guide to introduce CASE standards and definitions for consistent analysis by University, Campus and/or Unit. Pop-ups and links to drive home the verbiage and definitions used by CASE and USC. Warning, we will be diving into the details!
Speakers: Derek Clark, Assistant Vice President of Advancement Services, University of South Carolina, Rob Gibbons, Senior Director of Analytics & Client Solutions, University of South Carolina, Rachel Bruce, Development Business Analyst, University of South Carolina
Competencies: Strategic Thinking
4:00 PM - 5:00 PM ET
Building successful dedicated leadership annual giving programs
Three years ago, UNC Charlotte set out to transform leadership giving outreach. Today, they are working to identify, qualify, cultivate, solicit, and steward leadership prospects at a scale that was previously impossible. In this session, Charlotte staff will talk about building the program, the challenges they had along the way, how they ultimately found success at scale, and engage participants in a lively discussion that will prepare them for building or refining their own Leadership Annual Giving Programs.
Speakers: Nicholas Herman, Vice President & Consultant, Ruffalo Noel Levitz, Sharon Horinka, Associate Director of Annual Giving and Donor Experience, UNC Charlotte, Nicholas Hunt, Donor Experience Officer, UNC Charlotte, Kathleen Howley, Director of Client Success, Ruffalo Noel Levitz
Competencies: Strategic Thinking
Topics: Annual GivingMajor gifts
4:00 PM - 5:00 PM ET
So You Want Me To Lead AND Make it Rain???
Often career advancement within higher education advancement requires moving into frontline fundraising or leadership positions. It takes a skilled person to balance the demands of leading a fundraising team while achieving personal fundraising metrics. So You Want Me To Lead AND Make It Rain, will help anyone new to management or leadership, offering tips, experiences, best practices, and discussions on balancing the demands of both worlds. Attendees will learn from others with similar roles, how to pivot leadership types, effectively manage up and down, be a champion for your team, and overcome obstacles that arise through the challenges of our work.
Speakers: Reshunda Mahone, Associate Vice Chancellor for Alumni Engagement and Annual Giving, North Carolina State University
Competencies: Integrity and Professionalism
Topics: Annual GivingMajor gifts
4:00 PM - 5:00 PM ET
AI, oh my! Developing your literacy to supercharge results.
Get ready to embrace the AI revolution in a wild and exciting journey! In this session, we'll show you how to unleash the power of AI to skyrocket your results and pack 25 hours into the day (well, almost!) Bid farewell to outdated "best practices" and say hello to cutting-edge strategies that'll charm even the pickiest donors. We'll reveal tips for crafting the perfect engagement recipe using AI-driven insights and equip you with the necessary literacy to harness the potential of AI and other cutting-edge digital tools effectively.
Attendees will discover strategies for leveraging AI-driven insights to optimize engagement, craft the perfect message, and ultimately bolster fundraising outcomes. We will explore real-world examples and success stories, highlighting how people have navigated the digital transformation journey with remarkable results. By mastering the art of using the right tools at the right time in the right way, participants will gain a competitive edge and pave the way for supercharged fundraising success in this dynamic era.
Attendees will discover strategies for leveraging AI-driven insights to optimize engagement, craft the perfect message, and ultimately bolster fundraising outcomes. We will explore real-world examples and success stories, highlighting how people have navigated the digital transformation journey with remarkable results. By mastering the art of using the right tools at the right time in the right way, participants will gain a competitive edge and pave the way for supercharged fundraising success in this dynamic era.
Speakers: Heather Kopec, Executive Director, Digital Transformation, University of Miami
Competencies: Industry or Sector Expertise
4:00 PM - 5:00 PM ET
Finding the Next Generation of Transformational Donors - How Development and Prospect Research Colleagues are Collaborating on NC State's Principal Gift Discovery Program
Principal gifts make a transformational impact on our institutions, but also our campaigns, which rely on fewer, but substantially larger gifts to bolster our success. It can take decades of strategic cultivation (and good fortune) to secure these gifts. Yet, there are challenges to ensure we are both maximizing the potential of today's principal donors, while also identifying the next generation.
Following its successful $2bn campaign, NC State launched a principal discovery pilot to address this challenge. We will share more about this partnership between the principal gifts, central major gifts and prospect research offices and how we have developed a robust framework to identify and qualify new prospects with the capability of making transformational gifts. We will discuss our initial results, successes, lessons learned and how we are using our frontline and prospect research expertise to grow NC State’s pipeline of future, principal gift donors.
Following its successful $2bn campaign, NC State launched a principal discovery pilot to address this challenge. We will share more about this partnership between the principal gifts, central major gifts and prospect research offices and how we have developed a robust framework to identify and qualify new prospects with the capability of making transformational gifts. We will discuss our initial results, successes, lessons learned and how we are using our frontline and prospect research expertise to grow NC State’s pipeline of future, principal gift donors.
Speakers: Jamie Couey, Assistant Director, Principal Gifts Research, North Carolina State University, Lauren Welch, Senior Director of Philanthropy, North Carolina State University, Alan Taylor, Assistant Vice Chancellor for Principal Gifts, North Carolina State University
Competencies: Relationship Building
Topics: Major gifts
4:00 PM - 5:00 PM ET
Learning from the Mouse: Adapting Disney-Inspired Secrets to Transform Advancement and Alumni Engagement Events
It’s no surprise that special event professionals as well as academic fundraisers, marketers, and constituent engagement officers are drawn to vacations at places like the Walt Disney World Resort. Around every turn is a spark of creative inspiration and a chance to observe world-class guest relations, Imagineering, and storytelling mastery. The author of the award-winning book "Five Days with the Mouse to be a Better Event Planner" will lead you on a journey through Disney-inspired secrets and how they can be applied to advancement and alumni engagement events at all levels and budgets. From subtle storytelling tips, to full guest immersion techniques and guest expectation management, we’ll look at academic events from an exciting new perspective. While helpful for event planners, this conversation is also for program owners, communicators, and anyone interested in ways to strengthen experiential constituent engagement. This presentation is not associated with the Walt Disney Company.
Speakers: Michael Kloss, Assistant Vice President for Emory Events, Emory University
Competencies: Industry or Sector Expertise
Topics: Special Events