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

District III Conference Sessions

Complete Listing
CASE District III Annual Conference
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Topic

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

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Disciplines

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

Competencies

  • Industry/Sector Expertise(40)
  • Business and Financial Acumen(17)
  • Global and Cultural Competence(13)
  • Emotional Intelligence(25)
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  • Leadership(35)
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68 Results Found
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Want To Improve Your University Magazine? Ask Your Audience!

With print prices skyrocketing and budgets tightening, your college magazine must be better than ever. But how do you know if your magazine's content connects with your audience? You've got to ask them! See how Auburn University's editorial team uses flash surveys and pop-up ads after each issue to improve story curation, change their design mix and deliver a more engaging magazine. We'll go through actual survey results and discuss how flash and online surveys lead to fewer email complaints to the staff as well as allow the team to take calculated risks.
Speakers: Todd Deery, Asst Director of Marketing & Comm, Alumni Affairs I Managing Editor, Auburn University, Julie Barnhill, Graphic Designer, Auburn Unviersity
Competencies: Relationship BuildingStrategic Thinking
Alumni Relations
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Working with Deans to Improve Inclusion in Scholarship Fundraising & Stewardship

In order to meet scholarship diversity and inclusion fundraising goals, academic deans must understand institutional goals and have strategies for achieving them. A well-crafted workshop can improve success by communicating information, encouraging idea-sharing among peers, and providing dedicated time to plan. This session will describe such a workshop, including suggestions for how to 1) begin the workshop, 2) offer deans diversity, equity and inclusion scholarship fundraising possibilities, 3) give deans tools to work with potential donors, and 4) communicate with deans about respectful stewardship. Session attendees will be invited to share their strategies.
Speakers: Jennifer Malat, Associate Vice President for Development, Virginia Commonwealth University
Competencies: Global and Cultural CompetenceRelationship BuildingLeadership
Monday, February 27, 2023
3:15 PM - 4:15 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 an approach to acknowledge and build as a portion of fundraising through discussions and exercises.
Speakers: James Wasilewski, Senior Director of University Development, Virginia Commonwealth University
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Redefining Engagement

In this interactive session we'll discuss how to redefine engagement to meet the challenges of today and the future in constituent engagement.
Speakers: Reshunda Mahone, Associate Vice Chancellor for Alumni Engagement and Annual Giving, North Carolina State University
Competencies: Relationship BuildingEmotional IntelligenceIndustry/Sector Expertise
Alumni Relations
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Playing It Forward - Honoring An Icon Through Multi-Channel Fundraising

Before legendary UNC Men’s Basketball Coach Roy Williams retired, he and his wife Wanda made their largest gift ever to Carolina by donating $3 million to three scholarship programs. Recognizing an opportunity to amplify the impact of their gift, the Carolina Development Office created Playing It Forward, a scholarship initiative designed to honor the Williamses by creating more opportunities for undergraduate students. In just two months, Carolina donors gave more than $3.6 million through an integrated, multi-channel marketing strategy that included email, social media, digital advertising, branded landing and giving pages, and printed/digital one-pagers. Stewardship included a money-can’t-buy book and a commemorative calendar featuring the Williamses' philanthropy and impact.
Speakers: David Swan, Digital Marketing Director, University of North Carolina at Chapel Hill, Christina Berkowitz, Creative Director, UNC-Chapel Hill Office of University Development, Holly Graham Boney, Executive Director of Marketing, UNC-Chapel Hill Office of University Development, Drew Guiteras, Marketing Content Specialist, UNC-Chapel Hill, Maggie Lowe, UNC - Chapel Hill
Competencies: Integrity and ProfessionalismRelationship BuildingIndustry/Sector ExpertiseStrategic Thinking
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

A Workplace That Supports Your Best Work: UVA's Remote Hybrid Journey

In July 2021, UVA's University Advancement team began operating in a remote-first, hybrid work environment, allowing employees to choose where they worked. Fast-forward to today - 20% of our staff lives remotely (as far away as Hawaii!), and only 15% of staff work from the office daily. Is the future of work hybrid? It is at UVA. At this session, you'll learn about the challenges we've faced and the opportunities we were able to take advantage of. Gain insight into our lessons learned and how we've had to adjust our strategies for staff success.
Speakers: Ashley Privott, Senior Director for People Operations, University of Virginia
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Crisis at a Small College: Communications Lessons Learned

All college and universities "prepare" for crises, but can you ever be truly prepared? Following the on-campus shooting of two officers on February 1, 2022, the communications team at Bridgewater College wishes to share its experiences and lessons learned in the hopes we can assist our colleagues in preparing for and reacting to a crisis. This session will touch on emergency alerts, internal and external communications during and after the incident, and media relations.
Speakers: Jessica Luck, Editor and Director of Media Relations, Bridgewater College, Abbie Parkhurst, Vice President for Marketing and Communications, Bridgewater College, Logan Bogert, Communications Coordinator, Bridgewater College
Competencies: Integrity and ProfessionalismRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic Thinking
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Cognitive Impairment in Donors: Identifying Issues & Applying Best Practices

As fundraisers, we are on the precipice of the largest transfer of wealth in human history, with Baby Boomers accumulating over $35,000,000,000,000 in wealth that will be distributed over the coming years. As this population ages, the chances of cognitive impairment, such as Alzheimer's Disease or dementia, in donors also increases, which can create ethical and legal issues for fundraisers. Are you prepared to handle this inevitable scenario? This session will teach attendees about the prevalence of cognitive impairment in donor populations and present strategies on how best to handle these situations through an ethical and legal lens of best practices.
Speakers: Tara Adams, Director of Development, North Carolina State University, Anthony Pomonis, Executive Director, University of Central Florida
Competencies: Integrity and ProfessionalismRelationship BuildingEmotional Intelligence
Topics: Annual Giving
Monday, February 27, 2023
3:15 PM - 4:15 PM ET

Navigating Difficult Donor Conversations in a New Era of Philanthropy

From the pandemic to the murder of George Floyd, many relationship managers are faced with challenges as they find themselves in the midst of ultra-sensitive conversations with prospects and donors. This session is designed to unpack advancement experiences, understand the concept of power and privilege and its influence, and the importance of courageous conversation skills.
Speakers: Charleon Jeffries, Assistant Vice President of diversity, equity, and inclusion University Advancement, Virginia Tech Univerity, Angelique Grant, President, The Inclusion Firm
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Prescriptive Actions with Live Actionable Dashboards for Development

We created an aggregation of different dashboards that get delivered to the development officers by email with analytics, reminders and highlights of areas needing attention related to their assigned prospects. This dashboard provides the DO with key information so they can be proactive and take actions based on the items displayed. For example, birthdays, pledges due soon, pledges past due, recent write offs, gift from their prospects coming from any source online, an event, etc.), actions entered to someone in their portfolio by another development officer, prospects attendance or registration to an event. Details on prospects in the solicitation stage.
Speakers: Michael Martinez, Director, Information Systems, Florida International University Foundation, Inc.
Competencies: Strategic ThinkingLeadership
Topics: Annual Giving

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