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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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  • 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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  • Leadership(35)
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68 Results Found
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

Shared Equity Leadership: Working Collaboratively to Achieve DEI Priorities.

True institutional transformation occurs when leadership emphasizes the critical role of centering equity as a priority and connecting practices to structures and processes, especially during times of uncertainty. Shared equity leadership provides advancement leaders a unique opportunity to scale their equity work by organizing teams across the division who take collective responsibility in developing and moving diversity and inclusion priorities forward. This session will describe how Brown University's Advancement Division pivoted during a time when our nation was addressing worldwide health crises and organically applied shared equity leadership to achieve its diversity and inclusion fundraising priorities and goals.
Speakers: Alyssia Coates, Senior Director of Development, Inclusion Philanthropy and Engagement, Brown University
Competencies: Relationship BuildingEmotional IntelligenceStrategic ThinkingLeadership
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

The New Age of Giving Platforms And The Impact to Gift Processing

Today donors want to give with a single click of a button. Annual Giving teams are working to meet donors where they are. As such gift processing teams find themselves supporting several giving avenues across various platforms including traditional donation pages, social media, gaming systems, and much more. Plus they must be able to accept the traditional gift and the new age gift, from checks to cryptocurrency. What impact does this have on a Gift Processing team? How can you support your giving teams and donors but still keep high rates of efficiency?
Speakers: Kelly Travis, Director, Records & Gifts, University of Central Florida Foundation, Inc.
Competencies: Business and Financial AcumenRelationship BuildingIndustry/Sector ExpertiseStrategic Thinking
Topics: Annual Giving
Advancement Services
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

A Dean's Handbook for Philanthropy

We all know Deans are critical to fundraising success across our campus landscape. Whether you are working with a dean new to fundraising, starting with experience, or simply want to pause and revisit a long-standing partnership with your dean, this may be for you. Presenter and author, Brent Pieper, will share a book he recently wrote and was published by CASE. A Dean's Handbook for Philanthropy is steeped in the collective perspectives, stories and wisdom of over 26 higher education leaders who Brent has worked with including university presidents, chancellors, provosts, deans, athletic directors, foundation leaders, and yes--major gifts directors.
Speakers: Brent Pieper, Associate Vice President for Campaign/Major Gifts, University of Kentucky
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry/Sector ExpertiseStrategic ThinkingLeadership
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

100 Women: Engaging Alumnae to Advance Admissions, Student Support & Philanthropic Goals

To improve the gender parity in UNC Kenan-Flagler's Full-Time MBA program, alumnae and Advancement staff collaborated on a new initiative called "100 Women". Since this initiative launched in 2020, the Full-Time MBA female enrollment has increased from 29% to 38%. 100 Women's success comes from nurturing meaningful engagement between alumnae and prospective/current students; developing mutually-beneficial partnerships across internal teams and other volunteer leadership groups; and increasing alumnae philanthropy for the School. Hear from Advancement staff on how they've partnered with alumnae leaders to develop a flexible and impactful program aligned with Kenan-Flagler's Diversity and Inclusion initiatives.
Speakers: Katie Masood, Director of Development, University of North Carolina at Chapel Hill, Shontel Grumhaus, Senior Associate Dean of Advancement, UNC Kenan-Flagler Business School
Competencies: Global and Cultural CompetenceRelationship BuildingEmotional IntelligenceStrategic ThinkingLeadership
Alumni Relations
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

Managing the Good, the Bad, and the Ugly

The sessions is a practical guide for new managers or those who are early in their management experience. It will be a continuation of the So You Want Me to Lead and Make It Rain session from the 2022 District III Annual Conference.
Speakers: Reshunda Mahone, Associate Vice Chancellor for Alumni Engagement and Annual Giving, North Carolina State University, Joycelyn Mahone, Director, University Development, Virginia Commonwealth University
Competencies: Relationship BuildingEmotional IntelligenceLeadership
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

Bridging the Gap from Engagement to Giving and why Young Alumni are GOLD

Young alumni are GOLD (Graduates of the Last Decade) because they are the future of their institutions and can help to create strong alumni networks. This session will discuss ways to cultivate giving and engagement relationships in ways that help young alumni stay connected to their alma mater, learn their responsibility in an alumni network, and why it’s imperative to be invested in their institution’s success through philanthropy.
Speakers: Matthew Williams, Director of Development, Emory University, Tifaney Millwood, Assistant Director of Alumni Engagement, Emory University
Competencies: Integrity and ProfessionalismRelationship BuildingIndustry/Sector ExpertiseLeadership
Alumni Relations
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

Acting and Interim Presidents: Comm Strategies During Leadership Transition

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 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, Chief of Staff, Vice President for Communications, Florida Institute of Technology
Competencies: Integrity and ProfessionalismRelationship BuildingStrategic ThinkingLeadership
Tuesday, February 28, 2023
10:30 AM - 11:30 AM ET

Beyond Endowment Reports - Reports to engage your donors year-round

How do we go beyond the endowment report to engage our donors throughout the year, but keep our workload in check? Join us in discussing opportunities a few Case III institutions took to connect with their donors throughout the year on their funds, impact, and legacy.
Speakers: Avery Howard, Director of Stewardship, University of Tennessee, Liz Menne, ODDER Manager, EverTrue
Competencies: Relationship BuildingIndustry/Sector Expertise
Topics: Annual Giving
Advancement Services
Tuesday, February 28, 2023
11:45 AM - 12:45 PM ET

The Vital Step Before Branding Your Institution, Capital Campaign or Program

To ensure successful branding of an institution, capital campaign, recruitment initiative or athletics program, a strategic message, followed by relevant positioning, must be developed first. This vital step is called brand development. It’s the deep, strategic pre-work and planning often missed by educators and leadership—an inside-out process of discovering who you are, what’s different and why stakeholders should care. Such work should begin with the President or Head of School, not with communications and marketing, which is an outside-in approach. Brand development also considers the hidden aspects to make any initiative wildly effective—virtually eliminating the costliest pain points.
Speakers: Jan Olson, Sr. Director, Communications & Marketing, The Bolles School, Jennifer Holland, President, Holland People + Brands, Ashley Santos, Associate Vice President of Principal Giving and Campaign Manager, The Citadel Foundation
Competencies: Industry/Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
Tuesday, February 28, 2023
11:45 AM - 12:45 PM ET

Capturing Stories - Understanding Why Your Donors and Alumni Love You

Your alumni and donors have stories to tell, stories about how your school helped them to get where they are today, shaped them during a critical point in their lives and the memories that still make them smile. They also have stories to tell about how they want their gifts to be used and what is meaningful to them about the work you are doing now and in the future. By capturing these stories and feeding them back to them in your communications, you can create personalized communications that will be more impactful than generic appeals.
Speakers: Jay Finney, Vice President, PCI/StoryCause, Anthony McAdoo, Executive Director, Western Kentucky University
Competencies: Relationship BuildingEmotional IntelligenceStrategic Thinking
Alumni Relations

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