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    3. CASE District V Annual Conference: Reunited
    2022 District V Conference

    Tuesday, December 14 Program

    CASE District V Annual Conference: Reunited
    • Conference Committee
    • Program
      • Preconference Workshops
      • Sunday, December 12 Program
      • Monday, December 13 Program
      • Tuesday, December 14 Program
    • Hotel & Travel
    • Travel Updates & Policies
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    Preconference WorkshopDay 1 December 12 ProgramDay 2 December 13 ProgramDay 3 December 14 Program
    View all sessions

    All times listed are Central Standard Time (US & Canada)

    Tuesday, December 14

    Breakfast Roundtable
    7:45 AM - 8:45 AM CST

    Networking Breakfast and Roundtables

    Roundtable Topics

    • Barely Managing - Pathways to Great Management in Fundraising and Beyond
    • Chartered Alumni Communities: Aligning the Work of Volunteer Groups
    • Conducting Alumni Engagement Listening Tours
    • Let's Keep in Touch! A Multi-Channel Campaign for Alumni Contact Information
    • The Doctor Is In: Using Faculty Connections and Partners to Increase Engagement
    9:00 AM - 10:00 AM CST

    Program Sessions VII

    Choice of four electives

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

    Enhancing Fundraiser Performance through Pipeline-based Goal Setting

    Like many large, decentralized shops, Illinois historically used matrixes or manager discretion when setting goals for fundraisers, resulting in a spectrum of performance standards. Acknowledging the importance of portfolio health to a fundraiser's success, Illinois launched the Stoplight System, a pipeline-based approach to setting goals. It combines a discounting algorithm (science) with fundraiser knowledge about each ask (art) to arrive at aspirational, yet achievable goals. Hear from the analyst and frontline about the FY20 implementation that resulted in larger goals, increased closures (amongst COVID) and next steps taken to enhance performance.

    Speakers: Joseph Baldwin, Associate Director of Development/Major Gifts Officer and Katie Harrell, Associate Director of Advancement - Strategic Performance Management, University of Illinois at Urbana-Champaign
    Development Executive Leadership
    Elective Session
    9:00 AM - 10:00 AM CST

    Back from the Dead: Reviving Alumni Boards & Programs

    Have you inherited an alumni program that needs resuscitation? Do you need to leverage volunteers to stop your program from circling the drain? Has your alumni board faded away, or was there no alumni board when you arrived? Let’s explore techniques to avoid leaving your alumni program and board on life support! Highlands University alumni board presidents and staff will share their work-in-progress best practices for building a thriving, engaging alumni outreach and a working alumni board, inspiring greater engagement and giving at all levels to the university.

    Speakers: Theresa Law, Vice President & Student Donor Engagement, Paul Grindstaff, Past President, NMHU Alumni Board, New Mexico Highlands University, and Jeannae Leger, Assistant Director, NM Legislative Finance Committee, New Mexico Highlands University
    Alumni Relations O&I Designated Session
    Elective Session
    9:00 AM - 10:00 AM CST

    “Is That What You Meant to Say?!” Developing Culturally Appropriate Messages

    Advancement organizations are increasingly seeking to unlock the potential of engaging underrepresented communities of their alumni bases (BIPOC, LGBTQ, First Generation, etc.). Sometimes, despite best efforts to be inclusive, messages can be interpreted as culturally insensitive and/or tone deaf. It is critical to our organizations to effectively communicate our intended messages, but also understand that words and images have different meanings to varying communities. Session participants will experience and assess examples of such communications, and will develop tools to making outreach strategies more relevant to the intended audiences.

    Speakers: Justin M. Gibson, Program Director, Diversity Outreach & Engagement, University of Cincinnati
    Alumni Relations Communications O&I Designated Session
    Elective Session
    9:00 AM - 10:00 AM CST

    Phone-a-Thons? Yes, We Still Do Them!

    Some in the industry say that the era of phone bank fundraising is in the past. While phone-a-thons have changed from earlier models, we find that phone contact with donors still has value for us, our donors, and for our institution. This session will discuss how we are communicating with phone-loyal donors, how we are approaching phone calls now and, in the future, the importance of multi-channel tools and how we use software tools to put these concepts into practice.

    Speakers: Emily Berry, Assistant Vice President of Development, Individual/Annual Giving; Amy Shaiman, Application Team Leader, Miami University; Monica Gutierrez, Assistant Director of Development, Annual Giving at Miami University; and Clark Gafke, CEO at LEAD Philanthropy 
    Advancement Services Development
    10:15 AM - 11:15 AM CST

    Program Sessions VIII

    Choice of four electives

    Elective Session
    10:15 AM - 11:15 AM CST

    Transformational Gifts: Anatomy of A Gift, A Century in the Making

    In this session, we will discuss how best to build the capacity to secure transformational gifts at your institution using a framework that looks at the various elements: The relationship with the donor, academic leader(s), the vision, the business model, and extraordinary stewardship. The Grainger College of Engineering shall serve as a case study in how these elements work together in extraordinary ways.

    Speakers: Dale Wright, Associate Vice Chancellor for Advancement, University of Illinois at Urbana-Champaign
    Development Executive Leadership O&I Designated Session
    Elective Session
    10:15 AM - 11:15 AM CST

    Alumni Association & Admission Partnership: More Than College Fair Assistance

    The partnership between Alumni Relations and Admission has evolved over time. What once was a simple relationship with the Alumni Association offering names of volunteers for college fairs, has blossomed into a dynamic partnership between the two offices that has led to new, innovative ways for alumni and advancement staffs to assist Admission in recruiting, and yielding strong incoming classes. The partnership also supports advancement's goals of bringing in new volunteers and increasing their engagement with the institution. This session will feature ideas and programs from two different institutions which will lead to a broad range of discussion topics.

    Speakers: Mark D. Macechko, Senior Director, Alumni Relations; Bethany Perkins, Director of Admission; Andrew Boehm, Associate Director for Visits and Events; Tyler Bradshaw, Associate Director, Miami University; and Paul Seling, Assistant Director of Volunteer Engagement, The College of Wooster
    Alumni Relations
    Elective Session
    10:15 AM - 11:15 AM CST

    “Segments of One” – The Art of Personalized Communication

    Picture this: Donor communication as personal as a living room conversation. Pieces whose stories resonate, convey a genuine thank you, congratulate milestones, and ultimately increase giving. Join Stormie Kirby Harless from the Ball State University Foundation and Jonathan Van Oss of Pledgemine as they show you how you can treat your donors as “Segments of One.”

    Speakers: Stormie Kirby Harless, Associate Director of Digital Engagement & Philanthropy, Ball State University Foundation and Jonathan Van Oss, Consulting & Analytics, Pledgemine
    Advancement Services Communications Development
    Elective Session
    10:15 AM - 11:15 AM CST

    Serving Alumni During a Crisis: Do What Your University Does Best

    When COVID hit, Miami University decided to help alumni with what it does best: education. The Alumni Association partnered to create an online professional development course free to all alumni: the miniMBA. Conceived and launched in just under two months, the program had more than 7,000 initial registrants with more than half going on to complete the course. The panel will lead you through the process, from conception to marketing to using data to drive future revenue-generating online degree programs.

    Speakers: Panelists: Jaime Hunt, Vice President and Chief Marketing and Communications Officer; Kim Tavares, Executive Director, Alumni Association & AVP, University Advancement; and Julia Ward, Assistant Vice President, University Advancement, Miami University
    Alumni Relations Communications O&I Designated Session
    11:30 AM - 12:30 PM CST

    Pride of CASE V Awards Luncheon

    12:30 PM - 12:30 PM CST

    Conference Adjourns

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