Recognizing the pivotal role relationships play in fundraising, especially within the context of smaller schools and organizations, this workshop offers a comprehensive exploration of the intricate interplay between marketing, fundraising, and school communication. It provides a holistic framework designed to benefit all administrators and (school personnel) . Through a captivating blend of interactive activities, facilitated group discussions, and strategic games, participants will depart with a toolkit to supercharge their school's Advancement offices. This enhanced partnership will drive stronger relationships, foster fundraising growth, and yield exceptional marketing outcomes. Get ready to ignite the magic!

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.

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.

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.

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.

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.

The journey of modern independent schools is teeming with opportunities to attract and retain diverse talent. From community engagement to the crafting of DEI statements, and the showcasing of DEI programming, this roundtable brings to the forefront best practices to engage and attract diverse voices during the hiring process. We'll also examine the critical resources, training, and the role your employees can play to ensure a welcoming and inclusive environment for your new hires. Let's collaboratively pinpoint strategies to identify and cultivate the 'rising stars' waiting in the wings.

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.

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.

Spark new and creative ideas for future fundraising campaigns. In this highly interactive session, NAIS representatives will guide attendees through key research and frameworks to assess your donors and provide opportunities to brainstorm strategies to better target your campaigns based on your insights. The process will unlock new thinking through a diversity of perspectives and provide practical strategies to take back to your school as we collaborate and share our crowdsourced creativity.