All Sessions
CASE District III Annual Conference 2024
CASE District III Annual Conference 2024
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10:45 AM - 11:45 AM ET
Career Planning for Advancement and Ways to Stay Motivated During Times of Disruption
Join us for a frank discussion about how to frame your personal career plan in an authentic and intentional way. Careers in advancement can take multiple shapes, and each of us comes to the work for different reasons. Explore how to come to your "why" and how to stay motivated during difficult times. In addition, a brief overview of the pros/cons of different roles and types of institutions.
Speakers: Bill Doerr, Assistant Dean, Emory University
Competencies: Emotional Intelligence
Topics: Talent Management
10:45 AM - 11:45 AM ET
The Constructs of an Enterprise-Wide Corporate Partnership Program
How can you create a corporate partnership program that gets companies lining up to become members? The University of Central Florida has done this through our Pegasus Partnership program. Come and explore our structure on how we put this program together that analyzes and capitalizes on the value the engagement provides the corporation and the university. UCF is America's Partnership University.
Speakers: Rodney Grabowski, Senior Vice President for Advancement and Partnerships, University of Central Florida
Competencies: Strategic Thinking
Topics: Major gifts
10:45 AM - 11:45 AM ET
Segmenting Data to Build Fundraising Strategies
Get ready to supercharge your fundraising efforts with the game-changing session on "Segmenting Data to Build Fundraising Strategies"! Discover the full potential of your donor data and optimize your outreach like never before. In this session, you'll learn how to harness segmentation techniques to identify the most responsive donors, tailor personalized appeals, and boost engagement to new heights. We will share invaluable insights on using data-driven approaches to maximize donor retention and drive long-term giving. Don't miss this opportunity to revolutionize your fundraising game and achieve unprecedented results. Join us and take the first step towards elevating your organization's impact. Together, let's conquer the world of fundraising!
Speakers: Pamela Mitchell, Manager of Advancement Services, Alcorn State University
Competencies: Business and Financial Acumen
2:30 PM - 3:30 PM ET
Turn Your Marketing Data Into Action!
Are you drowning in data? Mesmerized by metrics? Paralyzed by the meaning of all those touchpoints, open rates and CTRs? Are you still making important decisions by what Karen in the corner office thinks? The problem with data today is not collecting it, it's knowing what to do with all those metrics and numbers. Learn the secrets of putting your marketing data to work by creating "Data In Action" meetings that are focused, fact-based and effective. Loaded with more examples than ever and easy steps you can follow, you'll soon be making better decisions and solving your work's most pressing problems using cold hard facts, not the hazy recollections of personal experience.
Speakers: Todd Deery, Asst Director of Marketing & Comm, Alumni Affairs I Managing Editor, Auburn University
Competencies: Strategic Thinking
Topics: Planned givingSocial Media
2:30 PM - 3:30 PM ET
Personal Outreach at Scale: The Next Gen Donor Experience
Research tells us that the main reason donors renew their support (and don't), boil down to the donor experience. With more tools than ever at our disposal, every advancement program can offer personal outreach at scale and create a valuable experience that keeps donors hooked. In this session we'll talk about setting up your in-house engagement-led fundraising program - from the team, tools, and tactics to audience development, marketing, and measuring success.
Speakers: James Barnard, Associate Managing Vice President, BWF, Alison Mercer, Executive Director, Donor Engagement & Communications, Georgia State University
Competencies: Strategic Thinking
Topics: Annual Giving
2:30 PM - 3:30 PM ET
Communications Lessons Learned: Successful Strategies for Introducing Acting and Interim Presidents
Higher education leadership transitions require communications strategies that must effectively address a range of needs to ensure success. Allaying fears, building trust, embracing community and demonstrating vision are all key components that communications professionals must juggle when an acting or interim president is named on campus. The need exists to transform uncertainty into opportunity. Using a case study "lessons learned" approach, this session will share practical examples of communications tools that were successfully deployed during the presidential transition at Florida Institute of Technology.
Speakers: Wesley Sumner, Vice President for External Affairs, Florida Institute of Technology
Competencies: Strategic Thinking
Topics: Social Media
2:30 PM - 3:30 PM ET
Managing Your Own Moves: Professional Growth for New-ish Fundraisers
Are you caught in the in-between? You’re not senior level but you’re not entry level? You're working through the donor cycle, getting the meetings, and closing the gifts, but now what? Don't forget to manage your own moves! This session will discuss approaching your day-to-day work in an intentional way, maintaining productivity while you are building your portfolio, developing campus partner relationships, establishing a record of leadership, and diving deeper into your purpose.
Speakers: Ben Kees, Senior Director of Development, Western Carolina University
Competencies: Industry or Sector Expertise
Topics: Major gifts
2:30 PM - 3:30 PM ET
Leveraging Automation and AI to nurture your next Major Gift
We all know that soliciting a major gift isn’t a one-day affair. There’s plenty of effort that goes into securing a single major gift, and this can even span over the course of several years. However, with the advent of automation tools and artificial intelligence, our industry is slowly embracing the idea of leveraging technology to streamline major gift fundraising.
This is a session for leaders who want to learn how they can digitally transform their advancement team’s fundraising efforts. With the power of AI and the right tech stack, your team can supercharge your major gift fundraising while also increasing your prospects’ likelihood to donate. The future of major gifts is now!
This is a session for leaders who want to learn how they can digitally transform their advancement team’s fundraising efforts. With the power of AI and the right tech stack, your team can supercharge your major gift fundraising while also increasing your prospects’ likelihood to donate. The future of major gifts is now!
Speakers: Phillip Howard, Vice President of Development, Tuskegee University, Kalyan Varma, CEO, Almabase, Inc.
Competencies: Leadership
2:30 PM - 3:30 PM ET
Inclusive Engagement: A campus-wide collaboration
Learn how the University of Kentucky Alumni Association collaborated with multiple campus partners to bring to life a Black Alumni Reunion that brought students together with alumni while highlighting key academic programs such as the Commonwealth Institute on Black Studies. Together with alumni volunteers, university staff from across campus created an experience that launched a renewed interest in the Black Alumni organization as well as creating a base for fundraising opportunities.
Speakers: Marci Hicks, Director of Philanthropy, University of Kentucky
Competencies: Relationship Building
2:30 PM - 3:30 PM ET
Sandbox Fundraising: The Creative Ask
The Ask should be a creative experience and journey. We, as fundraisers, are representatives, advocates, researchers, storytellers, guides and connectors who navigate and help shape, mold a sandbox of options for a donor. Preparation and practice as a listener and creative partner, with your organization's priorities in mind, will allow you to a provide be a compass for a conversation about support. This also helps with an approachable and enjoyable solicitation experience. Participants will review the elements of an ask and explore the approach of "Yes, and" to acknowledge and build as a portion of fundraising through discussions and exercises.
Speakers: James Wasilewski, Executive Director of Leadership Annual Giving, Virginia Commonwealth University
Competencies: Relationship Building