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

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

Competencies

  • Industry/Sector Expertise(40)
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68 Results Found
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Lessons Learned Through a Partnership in Pursuit of $4.6B

University of Florida’s Dave Houder and Parisleaf’s Chad Paris will give the inside scoop on their campaign partnership throughout UF’s historic $4.5B Go Greater Comprehensive Campaign. Over the past 7+ years, their teams have worked together to develop a novel branding and communications model to help support the branding needs of such a prolific campaign. They will share multiple case studies, providing insights into campaign brand best practices and lessons learned, as well as discussing the 10 questions every campaign brand should answer. Come join the conversation and walk away with strategic campaign brand take-aways to inspire your next campaign, independent of the campaign size. Dave Houder is the Executive Director of Creative Services at the University of Florida’s Foundation. Chad Paris is the Principal & CEO of Parisleaf, your capital campaign brand and digital partner. This presentation is sure to keep you entertained.
Speakers: David Houder, Executive Director, Creative Services, University of Florida, Chad Paris, Principal & CEO, Parisleaf
Competencies: Industry/Sector ExpertiseStrategic Thinking
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Get a Jump on 1st Year Parent Giving Before the Start of Freshman Year!

It is key in parent fundraising to qualify and cultivate your prospects early in their child's higher educational experience. At the Georgia Institute of Technology, there is a robust partnership between admissions, research, CASE, and front line development that results in major gifts closed before families even move into the residence halls! Join Georgia Tech's Director of Parent Giving, Senior Research Analyst and a former CASE Intern for Parent Giving as they share with you best practice in launching your parent giving strategy before 1st year families set foot onto campus and throughout their first year!
Speakers: Emily Wong, Director of Development, Georgia Institute of Technology, Beth Ma, Sr. Development Research Analyst, Georgia Tech, Donald Phan, Development Associate, Georgia Institute of Technology
Competencies: Industry/Sector ExpertiseStrategic ThinkingLeadership
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

A Welcomed Approach to a Collaborative Marketing Campaign: Hello FSU!

Say “Hello” to a collaborative marketing campaign to spark engagement, consistent branding and cross-promotion throughout the institution! The Florida State University Division of Student Affairs (FSU DSA) found an effective way to pull together student engagement content focused on what students need to know to be successful. FSU DSA Marketing brought this information to life in the vibrant Hello FSU! campaign. Find out how this team managed to make this a collaborative campaign despite the institution’s decentralized marketing structure. Plus learn how DSA Marketing used tools to create easily shareable branded content to provide other marketers throughout the university.
Speakers: Alice Maxwell, Director of Marketing: Division of Student Affairs, Florida State University, Alycia Malicz, Marketing Represenative, Florida State University, Emma Massaglia, Application Developer, Florida State University
Competencies: Emotional IntelligenceLeadership
Topics: Branding
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Incorporating Student Career Development into Alumni Engagement Strategy

Career Development and Alumni Engagement departments each have unique goals to focus on. However, the work we both do regularly overlaps in scope, format, and impact. From the student perspective, alumni can provide professional insights and career connections providing great value to their career development journeys. From the alumni side, engaging with students can be a meaningful way of giving back to the campus community, creating a significant experience that can positively affect their relationship with the University. As career development practitioners, we regularly engage alumni in student career programming in various forms from panels, career chats, site visits, externships, interviews, and more, which have multi-faceted benefits. As a career services professional that recently merged into the Advancement Department, the intersection of department goals and collaboration opportunities are top of mind. Learn about the role career can play in student and alumni engagement and things to consider when planning your alumni engagement strategy. Hear ideas to strategically plan programs benefiting both students and alumni, partnering together in a way that is impactful to all involved.
Speakers: Cristen McQuillan, Assistant Director, Creative Careers, William & Mary
Competencies: Relationship BuildingStrategic Thinking
Alumni Relations
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Scaling Meaningful Impact with Tiered Annual Reports

Since 2016, the University of Tennessee, Knoxville, has grown its custom impact report program from stewarding 8 major donors (4 couples) to now 48 major donors (23 couples and 2 individuals), as well as implemented a tiered annual report that provides a unique experience to the additional 110+ Torchbearer Society members who have each contributed $1 million+ in lifetime giving. This has enabled UT to have a significant stewardship impact on major donors with an eye on the limits of staff capacity. The cross functionality our team possesses has brought the custom impact book and annual report strategy to a new level.
Speakers: Avery Howard, Director of Stewardship, University of Tennessee, Gerhard Schneibel, Writer/Publicist, The University of Tennessee, Knoxville
Competencies: Business and Financial AcumenRelationship BuildingIndustry/Sector ExpertiseStrategic ThinkingLeadership
Advancement Services
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Successful Launch of Alumni Networking Platform through Campus Collaboration

With 430,000+ alumni across multiple campuses, The University of Tennessee Alumni Association recognized a need to leverage technology to engage alumni on a larger scale. Connect UT was developed to be an all-encompassing platform for professional networking, Alumni Chapters and Councils communications, and mentoring programs. With a detailed strategic plan and timeline that incorporated an implementation team, targeted promotional marketing, and multi-phase launches, Connect UT surpassed benchmarks with high enrollment numbers and over 75% of users willing to give back their time and talent. Easily accessible, detailed reporting allows monitoring of CASE metrics and cross-analyzation with alumni/donor database.

Speakers: Becky Spaulding, Director of Alumni Career & Professional Development, University of Tennessee System Office, Jordan Prewitt, Associate Director for Special Events, University of Tennessee - Office of Alumni Affairs
Competencies: Relationship BuildingStrategic Thinking
Alumni Relations
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Donor Behavior & Fundraiser Performance in Campaign as a Lens to the Future

A campaign close provides opportunity for more than celebration. NC State is analyzing our data with an eye to the future - using the campaign as a fixed point in time to understand donor behavior. By leveraging expertise across departments, we investigated: campaign giving compared to wealth rating, cadence of donors with multiple campaign major gifts, the likelihood a leadership annual donor makes a major gift and much more.
Speakers: Paul Brown, Director of Special Projects & Fundraising Initiatives, North Carolina State University, Austin Morgan, Business Intelligence Analyst, North Carolina State University
Competencies: Relationship BuildingIndustry/Sector ExpertiseStrategic ThinkingLeadership
Advancement Services
Tuesday, February 28, 2023
9:00 AM - 10:00 AM ET

Developing A New Paradigm For Documentation And Training

Journey with us through the challenges and opportunities involved in creating a culture of documentation and training. Navigate the uncertainty of the environment, tools and infrastructure necessary for change. Chart a course of success through redeveloping processes using new tools and approaches.
Speakers: Jennifer Morell, Associate Executive Director, Business & User Services, Georgia Institute of Technology, Jefferson Davis, Director, Business and User Services, Georgia Tech Foundation, Heather Kutzman, Applications Trainer and User Support Specialist, Georgia Tech Foundation
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Advancement Services
Tuesday, February 28, 2023
10:30 AM - 11:30 AM 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? 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 examples and 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: Integrity and ProfessionalismBusiness and Financial AcumenIndustry/Sector ExpertiseLeadership
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

Fundraising BS: Leveraging Behavioral Science to Drive Donor Conversion Rates

Making it easier for donors to give may just be the most effective strategy in the savvy fundraiser’s toolkit—and we’ve got the conversion metrics (and science!) to prove it. In this session, we’ll show you how applying classic principles of persuasion science to your everyday fundraising challenges can dramatically improve donor engagement and move the needle on dollars raised. Using the Fogg Behavior Model as a framework for understanding donor motivation and ability, Birmingham-Southern College and GiveCampus will share how their partnership, and a few simple strategies, have achieved impressive real-world results.
Speakers: Danielle Ivey Buchanan, Troy Steinmetz
Competencies: Business and Financial AcumenRelationship BuildingEmotional IntelligenceStrategic Thinking
Topics: Annual Giving

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