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    3. CASE District V Annual Conference
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    Day 3: Tuesday, December 13

    CASE District V Annual Conference
    • Program
      • Pre-Conference Workshop: Sunday, December 11
      • Day 1: Sunday, December 11
      • Day 2: Monday, December 12
      • Day 3: Tuesday, December 13
      • Program Sessions
    • Hotel & Travel
    • Travel Updates & Policies
    • Know Before You Go
    • Registration
    • Sponsorship & Exhibitor Opportunities
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    Pre-Conference Workshop: Sunday, December 11Day 1: Sunday, December 11Day 2: Monday, December 12Day 3: Tuesday, December 13
    View all Sessions

    View the Program:

    7:45 AM - 8:45 AM CT

    Networking Breakfast and Roundtables

    TOPICS:

    • Building Out a Traditional Program with New Features late COVID
    • Challenging Habits with Tradition: How Anniversaries Can Inspire Alumni Giving
    • From the Inside Out: Internal Communications Impact on Brand and Reputation
    • Holistically Cultivating DEI+ Spaces Throughout Advancement & Alumni Relations
    • How to Build an Internship Program for Your Advancement Office
    • Infuse Your Content with Audience Voices
    • Research & Prospect Management Team Optimization for Mid-to-Large Orgs
    • Save the Date: How Aligning Giving Challenges w/ Events Boosts Engagement & Giving
    • The Impact of Development and Endowment Funds and Financial Sustainability
    • The Trials and Tribulations of Volunteer Engagement
    • Cultivating Transformational Gifts Through Innovative Partnerships
    9:00 AM - 10:00 AM CT

    Elective Session 7

    Choose one of four

    Elective Session
    9:00 AM - 10:00 AM CT

    Advancement Leadership Lessons from 108 College and University Strategic Plans

    CASE Competencies: Global and Cultural Competence; Integrity and Professionalism; Business and Financial Acumen; Relationship Building; Emotional Intelligence; Industry or Sector Expertise; Strategic Thinking; Leadership

    Strategic plans can set the course for an institution and its fundraising priorities. However, who are these plans ultimately for, and what does it mean to be “strategic”? These are among the questions addressed in a yearlong study of 108 active strategic plans. The analysis of strategic plans through a constituent-centric lens was revealing, and this session will address the various pitfalls of strategic planning. The session will also apply research insights to the experiences of Butler University, whose advancement leadership will describe how and why strategic planning has been a unifying experience for the institution and its constituents.

    Speakers: Aimee Hosemann, RHB; Jonathan Purvis, Butler University; and Rob Zinkan, RHB
    Experience Level: Level 5 - Expert Seasoned Professional
    Elective Session
    9:00 AM - 10:00 AM CT

    Elevating Your Higher Ed Social Media with TikTok & Instagram Reels

    CASE Competencies: Integrity and Professionalism; Relationship Building; Strategic Thinking; Leadership

    TikTok and Instagram Reels can be used to promote, maintain, and elevate campus culture and the image of the university through social media campaigns, campus partnerships, and collaborations with current students and alumni. Using these platforms requires communication across campus, as well as staying on top of current trends that relate to and influence your campus demographic. By doing so, these tools can be used to help with campus recruitment, admissions, alumni engagement, and promoting student life. Therefore, TikTok and Reels have the power to increase both online and on-campus engagement.

    Speakers: Emily Deppermann, Illinois State University and Julie Mana-ay Perez, Illinois State University
    Experience Level: Level 2 – Emerging Early Career
    Elective Session
    9:00 AM - 10:00 AM CT

    How Does Implicit Bias Influence and Impact my Fundraising Work?

    CASE Competencies: Global and Cultural Competence; Integrity and Professionalism; Relationship Building; Emotional Intelligence; Industry or Sector Expertise

    Exceptional fundraisers pride themselves on the ability to make connections with individuals and build trust which leads to philanthropic investment for our organizations.  But are we leaving money on the table by who we are not talking too…or in how we are approaching donors?  This session will challenge fundraisers to examine what implicit biases (attitudes that affect our understanding, actions, and decisions in an unconscious manner) may be impacting their work and how they can modify their habits to bring positive change to the fundraising field.  Topics discussed will include: ethnicity, gender, age, sexuality, social norms, religion, etc.

    Speakers: Nicole Blemberg, Marquette University and Brittany Warren, Marquette University 
    Experience Level: Level 3 - Practicing/Maturing Mid-Career
    Elective Session
    9:00 AM - 10:00 AM CT

    Right Sizing Giants - Scaling a Big Idea to Your University

    CASE Competencies: Business and Financial Acumen; Relationship Building; Strategic Thinking

    CASE - Copy And Share Everything, right? CASE Conferences provide many good ideas, but it can be hard to bring a big idea from a 'big' institution back home - smaller budgets, fewer resources, geographically spread-out alumni base, a campus not easy to get to. The Miami University Alumni Association faced all of those obstacles but managed to take a big idea and made it not only work for our smaller institution but also turned it into a CASE Circle of Excellence winning program. We will share the tips and tactics we used to implement a successful new program.

    Speakers: Mark Macechko, Miami University and Kathryn Myles, Miami University
    Experience Level: Level 3 - Practicing/Maturing Mid-Career
    10:00 AM - 10:15 AM CT

    Coffee Break

    Closing Keynote
    10:15 AM - 11:15 AM CT

    Closing Plenary: Higher Education Advancement as a Tool for Social and Reparative Justice

    CASE Competencies: Global and Cultural Competence; Integrity and Professionalism; Relationship Building; Emotional Intelligence; Strategic Thinking; Leadership

    During times of societal and campus crises, advancement operations are often on the front lines as alumni and donors will reach out to share their discontent. However, the most successful organizations will lean into addressing such matters, turning these cases into opportunities to build a more just community. Even in such difficult times, stakeholders can find common ground to further the mission of the institution. This session will define social and reparative justice, and introduce cases where advancement organizations addressed the needs of the institution while connecting with a broader alumni and donor audience, and learn strategies to implement a social justice initiative.

    Speakers: Justin Gibson, The University of Cincinnati Foundation
    Experience Level: Level 3 - Practicing/Maturing Mid-Career
    11:15 AM - 11:45 AM CT

    Awards Recognition & Final Thoughts

    Speakers:  
    11:45 AM - 11:45 AM CT

    Conference Adjourns

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