All Sessions
View all the sessions for the CASE-NAIS Independent Schools Conference 2023
CASE-NAIS Independent Schools Conference 2023
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1:45 PM - 2:45 PM ET
Under Construction: How Effective Team Building Increases Productivity
Chaminade High School has been serving the Long Island community since its founding in 1930. The school is owned and operated by the Society of Mary, the Marianists. Its 1,700 men study a rigorous co-curricular, liberal-arts curriculum in an atmosphere that emphasizes the development of Christian community and education of the heart.
In recent years, the administrative staff has placed heavy emphasis on developing a highly-talented workforce to effectively live out the school's mission. Recognizing and understanding the way people operate, think, and act in the workplace is more important than ever. Moreover, the way a team of people works and collaborates together directly affects output, efficacy, and productivity. This session will cover the core areas that Chaminade focuses on to continue its mission of quality and affordable education through the use of team-building tactics.
Speakers: Guy Lacognata, Director of Communications & Marketing, Chaminade High School, Bro. Thomas Cleary, President, Chaminade High School
Competencies: Integrity and ProfessionalismRelationship BuildingEmotional IntelligenceStrategic ThinkingLeadership
Topics: Talent Management
1:45 PM - 2:45 PM ET
Using Video to Keep Excitement High for Giving Days
Giving days have become a staple of annual funds in the past decade. But as the novelty of give days wears off and fundraisers face high inflation and other economic uncertainty, how can development officers and their partners in marketing/communications ensure give days (along with annual funds more generally), hit their targets?
Woodberry Forest School did its first OneWoodberry give day in 2017, and the event has become a staple of our annual fund efforts. Over the past two years we've adjusted our video strategy to ensure the day stays fresh and exciting to all participants, helping the school reach record donation levels in a challenging fundraising environment. Tyler Campbell and Jacob Geiger, the two session leaders, have been a part of each of the Woodberry give days.
This session will explore the evolution of Woodberry's give day video strategy, but it will also invite participants to engage in brainstorming and discussion to examine how they might revitalize their own annual giving days.
Woodberry Forest School did its first OneWoodberry give day in 2017, and the event has become a staple of our annual fund efforts. Over the past two years we've adjusted our video strategy to ensure the day stays fresh and exciting to all participants, helping the school reach record donation levels in a challenging fundraising environment. Tyler Campbell and Jacob Geiger, the two session leaders, have been a part of each of the Woodberry give days.
This session will explore the evolution of Woodberry's give day video strategy, but it will also invite participants to engage in brainstorming and discussion to examine how they might revitalize their own annual giving days.
Speakers: Jacob Geiger, Director of Strategic Communications, Woodberry Forest School, Tyler Campbell, Assistant Director of Communications, Woodberry Forest School
1:45 PM - 2:45 PM ET
Gathering Identity Data to Develop Inclusive Engagement Strategies
Many schools endeavor to authentically and inclusively engage diverse alumni but lack the identity data needed to understand their demographics. In our ongoing efforts to integrate principles of diversity, equity, and inclusion into all of our engagement practices, Miss Porter's School launched an effort to gather detailed identity data via an alumnae census survey. We partnered with The Inclusion Firm to develop a thoughtful survey experience where our alumnae would feel comfortable, represented, and seen. Join us as we discuss our process and the outcomes of the census survey.
Speakers: Cicely Upham, Director of Alumnae and Parent Engagement, Miss Porter's School, Milagro Lobato, Senior Consultant, The Inclusion Firm
Competencies: Global and Cultural Competence
1:45 PM - 2:45 PM ET
"Show Me the Money" and Keep your Donors on Brand
Where do I even come up with my ideas for the next campaign? Have you ever struggled with how to bring a creative lens to your campaigns or appeals? GiveCampus and Blair Academy partner together to show you how to analyze, brand and create your own appeals. Utilizing a marketing strategy in a way that will capture your audience's attention and bring in the big bucks.
Speakers: Emma Barnes O'Neill, Director of Annual Giving, Blair Academy, Felicity Meu, Senior Director, Partner Success, GiveCampus
Competencies: Integrity and ProfessionalismRelationship BuildingIndustry or Sector ExpertiseStrategic ThinkingLeadership
Topics: Annual Giving
1:45 PM - 2:45 PM ET
Major Gifts Maestros: Fundraisers' Most Important Partners
Great frontline fundraisers are essential to a school's successful work with top donors and prospects, but the highest-functioning fundraising programs have strong advancement services professionals at the core of their major gifts programs. In this panel discussion with three advancement services directors at high-performing independent schools, we will explore the keys to successful partnerships between fundraisers and their advancement services partners. How does advancement services differ from database management? What are the systems that support strong moves management work? Which gift officer metrics should be measured - and why? Where do partnerships between fundraisers and advancement services succeed - and where do they go wrong? How do you know if your major gifts program needs support from an advancement services professional? What are the key experiences and qualities to seek in hiring an advancement services partner for gift officers? These questions and others will be answered by three advancement services maestros who are leaders in their field.
Speakers: Elizabeth Farr, Senior Vice President, Grenzebach Glier and Associates, April Perez, Director of Advancement Services, The Lovett School, Christie Moag, Director of Advancement Services, The St. Paul's Schools, Alexa Leach, Advancement Services Manager, The Kinkaid School
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingEmotional IntelligenceIndustry or Sector ExpertiseLeadership
Topics: Major gifts
1:45 PM - 2:45 PM ET
Navigating Philanthropy through a Diversity, Equity and Inclusion Lens
In many ways, there exists a tension between the fundamentals of Diversity, Equity and Inclusion and philanthropy and philanthropic practices. Some DEI thought-leaders have taken aim at the philanthropic sector with one going as far to say, “Global elites who ostentatiously give away hundreds of millions of dollars are actually just preserving the status quo that grants them power in the first place.”(Winners Take All, Anand Giridharadas)
How do our schools facilitate a partnership between Diversity, Equity and Inclusion and the Development efforts which exist to provide necessary support for school advancement? And how do our schools work to build a DEIB program while simultaneously continuing to support the efforts to foster a culture of philanthropy?
How do our schools facilitate a partnership between Diversity, Equity and Inclusion and the Development efforts which exist to provide necessary support for school advancement? And how do our schools work to build a DEIB program while simultaneously continuing to support the efforts to foster a culture of philanthropy?
Speakers: Brent Caburnay, The John G. Levi Director of Development, Francis W. Parker School, James Pomeroy, Associate Director of Corporate and Individual Giving, Francis W. Parker School, Priyanka Rupani, Assistant Principal, Francis W. Parker School
1:45 PM - 2:45 PM ET
Inviting Academic Leaders To The Campaign Party: "We're All In This Together"
Whether you remember the magic of High School Musical at the turn of the 21st century or not, the song "We're All In This Together" is the perfect theme song when academic leadership partners with advancement. How many times have you heard "We're all on the admissions & advancement teams!"? A great slogan, but what does this look like in practice? And, how do we demystify the work of our advancement and development teams? We will take you through our journey of inclusion and the successes that come from adopting a higher ed model of partnering with your academic leadership. It all starts with the President or Head of School fostering systems thinking as it relates to harnessing philanthropic support. In the early stages of campaign planning, Mid-Pacific Institute's Vice-President of Academic Affairs, Middle School/High School Principal, Preschool/Elementary School Principal, and Director of Athletics have actively engaged in prospect identification, cultivation, and active stewardship....and it has made all the difference in a $20 million-dollar year!
Speakers: Shannon Cleary, Vice President of Institutional Advancement, Mid-Pacific Institute, Paul Turnbull, President, Mid Pacific Institute
3:15 PM - 4:15 PM ET
Making the Case for Alumni Engagement Metrics for Schools
Now it its fourth year, CASE’s Alumni Engagement Metrics (AEM) survey can provide your school with benchmarks and insights to help shape strategies and set goals. By collecting counts of alumni engaged philanthropically, as volunteers, experientially, and through communication, the survey provides a framework for measuring engagement consistently across the globe. In this session we will share key findings from the most recent survey and next steps for using the results. We will also include key learnings from measuring engagement data, including suggestions for how to get started – even if your institution doesn’t capture everything (spoiler alert – you never will!). Bring your questions and your colleagues for this timely session! You’ll come away with: an understanding of the CASE framework for measuring alumni engagement; key findings and trends; and suggestions for applying benchmarks for goal-setting and strategic planning.
Speakers: Deborah Trumble, Senior Director, Research, Council for Advancement and Support of Education
Competencies: Relationship BuildingIndustry or Sector Expertise
3:15 PM - 4:15 PM ET
Job 1 for Advancement Leaders: Ten Priorities to Consider in the Early Phases of your Leadership
Are you a head that is new to advancement or an advancement leader relatively new to your position or school? Are you wanting to plan for a future leadership opportunity in the field? Jon Bridge, who has led two $100 million campaigns, will review 10 priorities to consider in the early stages of gaining a new position at a school. Managing a comprehensive advancement program requires sorting out multiple priorities. Advancement leaders are both managers of colleagues and volunteers and managers of systems. In this session, we will introduce themes that advancement leaders should consider as they sort out what should take priority. We will review a framework for where to devote time, understand the importance of “what not to do," and discuss a mindset for staying above the fray.
Speakers: Jonathan Bridge, Assistant Head of School for Advancement, University School
Competencies: Strategic ThinkingLeadership
3:15 PM - 4:15 PM ET
Building Dynamic, High Performing Teams
Are you the leader of a small shop, where employees are stretched t--h--I--n? Have you inherited an internal reorganization, or are trying to blend disparate groups? Maybe staff meetings feel more like a burden than a joy? This is the workshop for you!
In this interactive session, team leaders will learn strategies to reinvigorate tired teams, elevate performance, and foster interpersonal cohesion through intentional, consistent practices. Participants will learn activities, formats, and approaches to build a dynamic team, including how to develop an effective annual retreat, align team objectives with the strategic plan, lead weekly meetings that energize and inspire, and foster authentic friendships among colleagues on your team.
In this interactive session, team leaders will learn strategies to reinvigorate tired teams, elevate performance, and foster interpersonal cohesion through intentional, consistent practices. Participants will learn activities, formats, and approaches to build a dynamic team, including how to develop an effective annual retreat, align team objectives with the strategic plan, lead weekly meetings that energize and inspire, and foster authentic friendships among colleagues on your team.
Speakers: Bethany Burgun, Director of Mission Advancement, Saint Joseph High School
Competencies: Global and Cultural CompetenceRelationship BuildingEmotional IntelligenceStrategic Thinking
Topics: Strategic Planning/Initiatives