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  3. CASE District III Annual Conference
District III Conference Header 2022

District III Conference Sessions

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CASE District III Annual Conference
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Topic

  • Communications & Marketing(3)
  • Fundraising(11)
  • Organization & Management(5)

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  • Advancement Services(12)
  • Alumni Relations(14)

Competencies

  • Industry/Sector Expertise(40)
  • Business and Financial Acumen(17)
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  • Emotional Intelligence(25)
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68 Results Found
Monday, February 27, 2023
10:45 AM - 12:15 PM ET

Building a Culture of Giving: The Foundation of a Successful Capital Campaign

In the same way that a strong foundation is critical to the integrity of a building, a successful capital campaign depends on a solid culture of giving. In this session, learn how FIU’s CasaCuba is laying the philanthropic groundwork to build a dynamic 57,000 sqft cultural center dedicated to the study of Cuba and the preservation and celebration of the Cuban heritage.
Speakers: Lydia Space, Interim Executive Director, CasaCuba, Florida International University, Maite Morales, Program Director, CasaCuba, Florida International University, George Corton, Managing Principal, Westside Capital Group
Competencies: Global and Cultural CompetenceRelationship BuildingEmotional IntelligenceStrategic Thinking
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

A Collective Case Study: Attitudes and Perceptions of Alumni Engagement

Dr Carter conducted a qualitative collective case study that aimed to explore attitudes and perceptions of alumni engagement. She spoke with baby boomers and millennials to determine: characteristics of alumni by giving level; relationship between involvement as a student and engagement as an alum; perceptions toward giving to the alma mater and toward charitable giving in general; and relationship between recencey of graduation and alumni engagement. In this session, she will present the six themes that emerged in her research and how those can benefit your alumni giving and engagement efforts.
Speakers: Ashley Carter, Executive Director/CEO, Sisu of Georgia
Competencies: Relationship BuildingIndustry/Sector Expertise
Alumni Relations
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Pipeline Meetings Reimagined

Learn how UCF rebranded and refocused pipeline meetings from reporting and clean up to identifying untapped potential and increasing solicitations. This session will highlight the journey Prospect Development took to benchmark and reformat pipeline meetings to Unit Potential Power Hour Sessions. Hear from the Assistant Director of Prospect Management and the Executive Director for Advancement, College of Engineering and Computer Science on how this new approach has positively impacted the perception of pipeline meetings and major gift fundraising.
Speakers: Cheyenne St. Julian, Assistant Director, Prospect Management, University of Central Florida, Garrett Preisser, Director for Advancement, University of Central Florida
Competencies: Relationship BuildingIndustry/Sector ExpertiseStrategic Thinking
Advancement Services
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Power Proposals

Power Proposals compel donors to see their gift realized. Through a variety of strategic approaches and final products, the proposal writer is a powerful player in development and communications. From initial strategizing to the finished delivery, the craft of a good proposal writer is invaluable. A veteran and a newcomer to advancement communications come together to share lessons learned and approaches tried and true and new and novel. With examples and an interactive element that allows session attendees to test their strategic skills, the Power Proposals session will appeal to both new and experienced communications and development team members.
Speakers: Charlene Eberly, Sr. Assoc. Director, Communications & Marketing, University of Central Florida, David Dadurka, Sr. Advancement Writer, University of Central Florida
Competencies: Industry/Sector ExpertiseStrategic Thinking
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

New Hire On-boarding: Foundation for Fundraiser Employee Success

Session Description: At Owl Nation, we help new hires acclimate quickly to support Kennesaw State University’s (KSU) fundraising goals. The University Advancement onboarding process equips new fundraising hires and other Advancement employees with a 30-day checklist to help navigate the first month of employment (and beyond). Our efforts are focused on acclimating new hires to the KSU mission statement, brand, values, and our division's organizational structure, culture and goals. Through successful onboarding, new hires acclimate quickly so they can focus on metrics, moves management, donor research, and donors enhancing the office’s capacity to meet its fundraising goals.
Speakers: Robert Shippey, Senior Development Director, Kennesaw State University, Karen Carlisle, Executive Director of Development, Kennesaw State University
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Topics: Talent Management
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Creating a DEI Committee: The How, What and Why

Ever wondered how to get an internal DEIB committee started? Wonder if it is needed or how to get support for growing DEIB initiatives. Join us as we discuss the process of creating a DEIB committee, what is needed and if adding this professional development will impact your employee retention efforts.
Speakers: Latasia Priest, Director of Alumni Engagement and Strategic Initiatives, North Carolina State University, Karen Sims, Director Gifts & Records Management, North Carolina State University, Joycelyn Mahone, Director, University Development, Virginia Commonwealth University
Competencies: Global and Cultural CompetenceStrategic Thinking
Topics: Diversity & Inclusion
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Alumni Leadership Conferences 2.0

Ensuring that your alumni leaders are provided the tools and resources to be a strategic partner is vital to the success of your institution. During this session you learn what it takes to build a comprehensive and captivating training weekend, how to incorporate key campus partners in your program, and how to keep alumni volunteers excited and engaged before, during and after the weekend.
Speakers: Ileana Canizares, Associate Director of Alumni Engagement, University of Florida
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Alumni Relations
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Why Young, Diverse Voices Are The Future of Fundraising—And How To Attract Them

Despite the many benefits diverse voices and backgrounds bring to fundraising teams, universities often struggle finding talent that reflects the communities they serve. While leaders believe it’s critical to encourage diverse, young voices to become advancement professionals, they do not always know the best ways to recruit, retain, or evaluate employees whose lived experiences are different from their own. This session offers a blueprint to cultivate homegrown fundraising talent through fellows’ programs and apprenticeships and provides first-hand advice from young fundraisers on what works and what doesn’t to help them want to join and stay on your advancement team.
Speakers: Myrna Bizer, Associate Vice President for Advancement, Rollins College, Karen Cochran, Founder & Chief Philanthropic Innovator, Philanthropy Innovators
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Topics: Diversity & Inclusion
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Transforming Leadership Annual Giving with AI and Data Visualization

Leadership annual giving plays an essential role in the overall advancement pipeline. In this session, we’ll share how the Georgia Tech Alumni Association is transforming their leadership annual giving program using advanced visualization to drive decision-making and increased giving. With Blackbaud CRM and Microsoft Power BI, we’ll describe how the team is using AI to identify new prospects and improve retention of existing donors. Katie Sclafani, Data Administrator, and Kim Bowden, VP of Annual Giving, from the Georgia Tech Alumni Association and Sara Anne Bennett from Blackbaud to learn will share the strategy and techniques behind this new generation of transformation.
Speakers: Kim Bowden, Vice President of Annual Giving, Georgia Tech Alumni Association, Katie Sclafani, Data Administrator, Georgia Tech Alumni Association, Bill Walsh, Director of Innovation, Blackbaud
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingIndustry/Sector ExpertiseStrategic Thinking
Advancement Services
Alumni Relations
Monday, February 27, 2023
1:45 PM - 2:45 PM ET

Expanding Your Major Gift Pipeline with Donor Experience Officers

Hear from two universities that implemented a new strategy for increasing leadership annual gifts and major gifts. Donor Experience Officers manage portfolios of 1,000 prospects they primarily engage with digitally. They are responsibly for highly personal outreach to 50+ prospects every day. Western Kentucky University and the University of Memphis launched their DXO programs a couple of years apart and have implemented in ways both similar and different. Hear from staff at every level of the program - VPs, a program manager, and a practicing DXO about the program and the results.
Speakers: Joanna Curtis, VP for Advancement, University of Memphis, Amanda Trabue, Vice President Philanthropy & Alumni Engagement, Western Kentucky University
Competencies: Industry/Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving

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