All Sessions
CASE-NAIS Independent Schools Conference 2024
CASE-NAIS Independent Schools Conference 2024
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85 Results Found
4:30 PM - 5:30 PM CT
Rethinking Participation Rates
Join Ann Snyder to take a fresh look at participation rates, their impact on predictive goal setting, and whether they truly tell us anything about our fundraising or engagement programs. Think critically about what other measures might be useful indicators of strong fundraising potential and retrain your board and stakeholders to ask different questions about the philanthropic culture at your school.
Speakers: Ann Lefeve Snyder, Senior Director, Communities Engagement, Council for Advancement and Support of Education
Competencies: Relationship BuildingBusiness and Financial Acumen
Experience Level: All Levels
Topics: Annual GivingParent engagement
9:15 AM - 10:15 AM CT
Keynote: The New Era of (Re)gathering
Companies and organizations are looking back at a year of cancelled in-person retreats, holiday parties, and Bring-Your-Kid-To-Work-Days, among many others. As we enter the next normal, how do we re-gather? How do we ease the apprehension? How can companies develop a hybrid meeting and event culture that equally engages those back in the office, and those employees permanently working from home? How can we build connection among colleagues that have never met in real life? In insightful conversations with companies and groups from across all industries, Priya Parker answers important questions on how to rethink and rebuild a post-pandemic approach to gathering.
Speakers: Priya Parker, Author, The Art of Gathering: How We Meet and Why it Matters
10:45 AM - 11:45 AM CT
Building a Collaborative Business Office and Advancement Partnership
When Business office and Advancement colleagues have trusting, collaborative partnerships, it impacts the institution’s bottom line in meaningful ways. Schools steward donors more cohesively, are better equipped to make the case for support, and secure larger gifts. If collaboration was easy, there wouldn’t be a need for a CASE workshop! CFOs and Chief Advancement Officers often face competing pressures and challenges that can lead to interdepartmental friction that may diminish fundraising success. As St. Stephen’s gears up for a historic and ambitious comprehensive campaign, Associate Head of School for Finance and Operations Cindy Stadulis and Director of Advancement April Speck-Ewer will share some guiding principles that have helped their teams to forge a strong working relationship. They believe this framework helped St. Stephen’s secure a recent $17 million gift, the largest in the history of the school.
Speakers: April Speck-Ewer, Director of Advancement, St. Stephen's Episcopal School, Cindy Stadulis, CFO/COO, St. Stephen's Episcopal School, Austin
Competencies: Relationship BuildingBusiness and Financial Acumen
Experience Level: All Levels
10:45 AM - 11:45 AM CT
DATA Rocks! Opening doors to reaching your Advancement goals.
This session highlights the importance of data collection from the collaboration between all three aspects of the Advancement umbrella - Marketing, Admissions and Development that’s honed around a school's mission, strategy, and message.
Dive deeper into your information gathering from the Admissions/Enrollment process to find out about your potential donors, their behavior and truly determine what you can do to achieve your goals. Learn how best to communicate with your donors through your marketing and communications analytics.
Let the humble data not only dazzle and work for you by identifying giving potential within your school community but also engage with prospects and donors in appropriate and highly personal ways.
Set the stage for inspirational giving by being able to better evaluate the role of prospect research within your development program.
Dive deeper into your information gathering from the Admissions/Enrollment process to find out about your potential donors, their behavior and truly determine what you can do to achieve your goals. Learn how best to communicate with your donors through your marketing and communications analytics.
Let the humble data not only dazzle and work for you by identifying giving potential within your school community but also engage with prospects and donors in appropriate and highly personal ways.
Set the stage for inspirational giving by being able to better evaluate the role of prospect research within your development program.
Speakers: Isabel Sankaran-Wee, Deputy Head of School for Advancement and Strategy, Stratford Hall, Aldrich Tan, Assistant Director, Advancement Services and Data Management, Stratford Hall
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All Levels
10:45 AM - 11:45 AM CT
Setting, Achieving, and Even Exceeding Engagement and Fundraising Goals
Incredible things are possible when your advancement team and volunteers align on the same goals....but it's not always as easy as it sounds. This session will follow the evolution of the role of volunteers in engagement and fundraising goal-setting from the quiet phase of a campaign through the end and towards uncharted horizons. Learn how The Peddie School transformed current and created new volunteer roles to more closely align with their school's priorities during the One Peddie Campaign. This interactive session will also dive into how Peddie utilized CASE's Alumni Engagement Survey to revitalize their culture of engagement and philanthropy and most importantly, it will give participants exercises, prompts and questions they can take back to their own teams to overcome barriers to progress. This workshop is ideal for institutions looking to scale engagement or lay the groundwork for future volunteer-led campaigns.
Speakers: Karyn Vella, Assistant Head for Development, The Peddie School, Katie Grant, Director, The Peddie Fund & Engagement, Peddie School
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: Annual GivingParent engagement
10:45 AM - 11:45 AM CT
Navigating the Storm: Effectively Managing External Relations During Crises
Amidst the many challenges that independent schools face during crises, maintaining strong and positive relationships becomes paramount. Navigating the Storm: Effectively Managing External Relations During Crises is an engaging and informative session that delves into the art of managing external relations during turbulent times in educational institutions. The session will focus on both communications with constituents and necessary relationship building. In times of crisis, schools are not only responsible for the well-being and education of their students but also need to adopt a pastoral mindset about effectively handling their many relationships with constituents.
This seminar aims to equip school administrators, leaders, and communication professionals with the knowledge and strategies required to steer through crises while preserving a school's reputation and fostering meaningful relationships with parents/guardians, faculty/staff, students, alumni, neighbors, media, and other key stakeholders.
Speakers: Kyle Wilkie-Glass, Chief Executive Officer, Ethical Culture Fieldston School
Competencies: Emotional IntelligenceStrategic Thinking
Experience Level: All LevelsLevel 3
Topics: Parent engagement
10:45 AM - 11:45 AM CT
Storytelling for Impact: Connecting Mission + Philanthropy through Annual Fund
Get ready to embark on a journey into the world of annual fund transformation! Join The Athenian School, The Masters School, and Creosote Affects to learn how to create a personalized, transparent experience for the whole community. Hear two different stories from peers in the field. Each intertwined annual fund messaging with mission and brand to forge stronger connections with supporters and cultivate a vibrant philanthropic culture.
Speakers: Hilary Finkelstein, Director of Annual Giving, The Masters School, Erin Fredrick, Director of Philanthropy, The Athenian School, Emily Hajjar, Brand Strategist and Creative Director, Creosote Affects, Kristi Kraft, Account Manager, Creosote Affects, Mary Ryan, Associate Director of Institutional Advancement, The Masters School
Competencies: Relationship BuildingIndustry or Sector Expertise
Experience Level: All Levels
Topics: Annual GivingBranding
10:45 AM - 11:45 AM CT
Fundraising Readiness: Your Path to Success!
Are you ready to take your fundraising to new heights? Join us for an interactive session that utilizes a self-assessment tool, tailored to evaluate your school's fundraising capacity. Hear the full spectrum of a readiness assessment from beginning to end from both the Director of Development side and fundraising counsel side to leverage the best results for your school's fundraising effort.
Evaluate your school using a rubric to determine where you fit on a scale from lacking to thriving. The session is designed for participants to connect and collaborate sharing experiences, challenges, and best practices. Walk away with actionable plans and strategies that align with your school's fundraising goals.
Evaluate your school using a rubric to determine where you fit on a scale from lacking to thriving. The session is designed for participants to connect and collaborate sharing experiences, challenges, and best practices. Walk away with actionable plans and strategies that align with your school's fundraising goals.
Speakers: Melinda Perry, Director of Development, Canterbury School, Marc Cousins, Vice President, Compass Group, Catherine Voeks, Vice President, The Compass Group, Inc.
Competencies: Strategic Thinking
Topics: Annual Giving
10:45 AM - 11:45 AM CT
Beyond the Barracks: Applying Military Strategy to Alumni Relations
Discover the art of orchestrating a high-functioning advancement office while fostering a vibrant team spirit. Join Katy Steventon, Director of The Rugbeian Community at Rugby School - an independent school in England founded in the 1500's - and former British Army marketing strategist, as she unveils her expertise in creating operational excellence.
In this engaging session, Katy will delve into her experiences from the British Army and how they intersect with her role in launching impactful Rugbeian Community projects. Gain exclusive insights into the strategies that not only convey messages effectively but also reshape perspectives. Drawing from her military background, Katy will guide you through techniques to harness your team's strengths, establish psychological safety, and adeptly manage stakeholders.
This session promises to equip you with the skills to optimize teamwork efficiency, leverage individual talents, and ensure crystal-clear communication of your visionary plans. Join us to transform your approach and master the balance between precision and inspiration.
In this engaging session, Katy will delve into her experiences from the British Army and how they intersect with her role in launching impactful Rugbeian Community projects. Gain exclusive insights into the strategies that not only convey messages effectively but also reshape perspectives. Drawing from her military background, Katy will guide you through techniques to harness your team's strengths, establish psychological safety, and adeptly manage stakeholders.
This session promises to equip you with the skills to optimize teamwork efficiency, leverage individual talents, and ensure crystal-clear communication of your visionary plans. Join us to transform your approach and master the balance between precision and inspiration.
Speakers: Katy Steventon, Director of the Rugbeian Community, Rugby School
Competencies: LeadershipStrategic Thinking
10:45 AM - 11:45 AM CT
De-Fluff the Fund: How to Ditch Fluff and Increase Focus in Your Annual Fund
Motivating donors and volunteers around a single mission is key to the success of any annual fund. In this session, we'll discuss how to build a culture of deep, purposeful participation within the annual fund's volunteer base and its donors. Learn how to deepen constituent investment by getting beyond the "fluff" and focusing on purpose.
Speakers: Katelyn Hall Munoz, Director of the St. Mark's Fund, St. Mark's School of Texas, Tim Crouch, Director of Development, St. Mark's School of Texas
Competencies: Relationship BuildingLeadership
Experience Level: Level 3
Topics: Annual GivingParent engagement