District VIII Sessions
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CASE District VIII Annual Conference
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9:30 AM - 10:30 AM PT
A Fireside Chat: Lessons on Leadership with Dan Peterson and Mike Connell
Influential leader and Senior Advancement professional, Dan Peterson, sits down with long-time friend and professional colleague, Mike Connell, to share the leadership lessons learned over his forty-year career. Recently retired, Dan led Advancement endeavors at two public research universities where he shaped the culture of fundraising, focused on diversity and inclusion to build successful teams, and positively navigated times of economic uncertainty. At the heart of his leadership are the relationships he built, the people he encountered and the lives of students, donors, friends, and alumni that were changed through philanthropy.
Mike’s own Advancement career was and continues to be meaningfully shaped through Dan’s mentorship, guidance, and advice. Mike will explore the leadership legacy of Dan Peterson and the key-takeaways from his decades-rich experience. Gain insights on transformational leadership to shape the future of higher education philanthropy from these dedicated leaders in our profession.
Speakers: Michael Connell, Vice President, Advancement and CEO of the WSU Foundation, Washington State University, Dan Peterson, Former Vice President of Development & President of the University of Washington Foundation and Former Vice Chancellor of Institutional Advancement at the University of Illinois at Urbana-Champaign
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseStrategic ThinkingLeadership
Experience Level: All Levels
9:30 AM - 10:30 AM PT
Rediscover Discovery: How to Get In the Door With New Donors
The #1 way to ensure your institution's success & your future success as a fundraiser is ambitious, consistent discovery now. But discovery is one of the hardest parts of fundraising! When you're getting in the door with amazing new potential donors, discovery can feel like an adventure. When you're slogging through names in your database and getting zero responses, discovery can feel overwhelming and oppressive. Join this session for tactical discovery tips from sending better emails to cold calling to turning the conversation to money in that first visit.
Speakers: Jenna Goodman, Founding Partner, Generous Change, Catherine Rider, Senior Director of Development, Idaho State University
9:30 AM - 10:30 AM PT
Data Informed Decisions through CASE Insights
Do you want to be a data informed leader? CASE Insights can help. Through your CASE membership, you already have access to CASE Insights℠ data, standards, and research which enable you to demonstrate strategic impact, highlight success stories, while adhering to the ethical practices of the advancement profession. This session will highlight how CASE Insights can help you get started; stay current on today’s trends and opportunities; and build strategy with more in-depth data and resources. We will also highlight key trends in philanthropy and alumni engagement by showcasing findings from regional (US and Canada) and global annual benchmarking surveys along with deeper research released in 2022 on principal giving.
In this session you will:
• Discover how CASE Global Reporting Standards can provide foundational knowledge for you, no matter your role in advancement.
• Learn how current shifts will change industry targets in the future (participation is out; engagement is in¬)
• Identify ways your institution can implement forward-looking strategies that foster collaboration across advancement
• Understand the tools available from CASE Insights to help you make data-informed decisions that achieve desired outcomes.
Speakers: Cara Giacomini, Vice President, Data, Research, and Technology, Council for Advancement and Support of Education
10:45 AM - 12:00 PM PT
Closing Keynote - DEI and Fundraising and Philanthropy: A Brutally Honest Conversation
Fundraising, communications, marketing, alumni relations, and advancement services professionals play a critical role in advancing important missions, especially over the past several years of the pandemic. At the same time, many of our philosophies and practices perpetuate inequity, even as we strive for equity, diversity, and inclusion. What would it look like if we were truly equitable? What long-held beliefs would we let go? What new ones would we adopt? How do we get the advancement field to be authentically inclusive and aligned with its stated values? What uncomfortable conversations must we have? We will discuss these and other topics in this honest presentation that will be sure to provoke, entertain, and enrage. Don't worry, there will be pictures of baby animals.
Speakers: Vu Le
Experience Level: All Levels