All Sessions
CASE-NAIS Independent Schools Conference 2024
CASE-NAIS Independent Schools Conference 2024
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10:45 AM - 11:45 AM CT
60 Ideas in 60 Minutes: Improve Your Print Alumni Magazine & Major Print Materials
In this lightning-fast session, we'll condense decades of on-staff and client alumni magazine and print communications experience into 60 ideas that you can use TODAY to make your print publications more read, more loved, and more valuable.
From optimizing your print publications for the coffee table to techniques that can 8x the effectiveness of your headlines, to “engagement engineering” to make stories as feedback-friendly as possible, participants will come away with concrete ideas that they can implement immediately and make a real difference for their publications and communications.
From optimizing your print publications for the coffee table to techniques that can 8x the effectiveness of your headlines, to “engagement engineering” to make stories as feedback-friendly as possible, participants will come away with concrete ideas that they can implement immediately and make a real difference for their publications and communications.
Speakers: Marjie Murphy, Dir of Institutional Advancement, Sacred Heart - The Academy & Hardey Prep, Erin Peterson, Owner, Capstone Communications
Competencies: Strategic ThinkingIndustry or Sector Expertise
10:45 AM - 11:45 AM CT
Attracting and Retaining Diverse Talent with the Challenges of a Changing World
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.
Speakers: Tracy Marshall, Executive Director, Search Practice, Senior Vice President and Principal, Development Guild/DDI Inc., Melanie O'Keefe, Senior Consultant, Development Guild DDI
Topics: Diversity & Inclusion
10:45 AM - 11:45 AM CT
Strategy + Innovation: Assessing your Donors & Exploring Targeted Possibilities
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.
Speakers: Jacqueline Wolking, Director of Innovation Programs, National Association of Independent Schools, Mark Mitchell, Vice President, Access & Affordability, National Association of Independent School
Competencies: Strategic Thinking
10:45 AM - 11:45 AM CT
The New Era of the Capital Campaign: Strategies for the Future
The past three years have tested the resilience of our schools and the generosity of our communities. Despite all the outside factors and challenges, one fundraising tool has stood the test of time: the capital campaign. But as the philanthropic landscape evolves, capital campaign strategies must evolve too. In this session, advancement leaders from across the country will weigh in on their tried-and-true campaign strategies and share innovations and future-looking tactics they are deploying. From AI to creative volunteer leadership structures, to reaching a new generation of donors, this conversation will touch on factors that are impacting capital campaigns at independent schools and how advancement leaders are navigating this evolving era.
Speakers: Eric Javier, Principal & Managing Director, CCS Fundraising, Maureen Barry, Vice President for Advancement, Regis High School, Todd Winters, Assistant Head of School for Enrollment & Institutional Advancement, Waterford School, Mark Bell, Director of Development, Colorado Rocky Mountain School
Competencies: LeadershipIndustry or Sector Expertise
1:30 PM - 2:30 PM CT
Looking at a New Database?
Data drives your work and ensuring you are using the best tool is important...and daunting. Raiser's Edge, Microsoft CRM, SalesForce, Senior Systems, custom build, etc. we've all used many, and when it is time for an upgrade it can be time and resource consuming. In this session, we will go over seven key steps to help you through this process and discuss how to successfully implement a new CRM or upgrade your current one.
Speakers: Deepti Jain, Executive Director of CRM and Database Technologies, United Way of Metropolitan Dallas, Kathryn Limmer, Chief Growth Officer, United Way of Metro Dallas
Competencies: Strategic ThinkingLeadership
Experience Level: All Levels
1:30 PM - 2:30 PM CT
All About the Journey: Reimagining the Donor Cycle
One of the first thing Development Professionals learn about is the Donor Cycle. But what if the current model is lacking a deeper understanding of the interconnectedness of donor relations? In this session we will consider donor relations as a journey - where development professionals stop trying to pigeonhole their prospects into a strictly defined part of the cycle or type of philanthropy and instead view prospect management as a constant evolution that encompasses all facets of moves management simultaneously. What if Discovery was a part of every stage of your relationship? What if every meeting was an opportunity for a solicitation and what if cultivation and stewardship were the same initiative? Let's take a deep dive and reimagine what your community park looks like!
Speakers: Jennifer Devine, Director of Donor Relations, St. Paul's School, Phil Consuegra, Vice President of Development & Strategic Initiatives, Don Bosco Technical Institute
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
1:30 PM - 2:30 PM CT
Evaluating and Selecting Council for Your Next Capital Campaign
Join four experienced Directors of Development to learn how their school developed a specific process to evaluate and select campaign counsel. Each school leader took a different approach. What qualities were they looking for in a partner? What kinds of questions did they ask to determine the best match? What factors did they weigh heavily in their final consideration? Facilitated by Chris Pryor of LeadTeam Partners, you’ll walk away from this interactive session with numerous ideas to help you develop your school’s next campaign counsel search process.
Speakers: Denita Banks-Sims, Director of Development and Publications, The Roeper School, Elly Erickson, Director of Advancement, Trinity-Pawling School, Shannon Howell, Director of Development, Severn School, Ki Perry, Director of Development, Tampa Preparatory School, Chris Pryor, Founder and Principal, LeadTeam Partners
Competencies: Strategic ThinkingIndustry or Sector Expertise
Experience Level: All Levels
1:30 PM - 2:30 PM CT
Elevate Email Rates: Affordable Ways to Surpass 70% Opens
Unlock the secrets of reviving lapsed donor engagement! Discover how a tailored drip campaign, sent directly from a work email, can astonishingly achieve over 70% open rates. Dive into this transformative approach, bypassing expensive mass email systems, and watch your click-throughs soar!
Speakers: Peter Gallo, Director of Development, Landon School, Lucas Metropulos, Managing Director, Metropulos Group
Competencies: Industry or Sector Expertise
Experience Level: All Levels
1:30 PM - 2:30 PM CT
Figure It Out!
Difficult situations and seemingly intractable problems can be the seedbed for creative problem-solving and thinking outside the box. With the use of excellent storytelling, learn how some veteran administrators found a path forward, gaining traction on what seemed to be an impossible situation and turning it into something important and significant for the school.
Speakers: James Pattison, Advancement Search Consultant, Resource Group 175, John Farber, Managing Partner, Resource Group 175, Thomas Moore, Director of Advancement, The Kinkaid School
Competencies: Industry or Sector Expertise
Experience Level: All Levels
1:30 PM - 2:30 PM CT
Meeting the Moment: Volunteer Engagement as a Philanthropic Driver
As advancement functions and fundraising campaigns become increasingly sophisticated and focused on leadership gifts, intentionally and regularly engaging volunteers and new community members can fall by the wayside. Volunteer engagement can be difficult to measure, and independent schools often struggle to find reliable, concrete ways to evaluate and leverage connectedness. Yet, volunteers have proven over and over again to be invaluable resources, providing their time, talent, ideas, and social ties to help advance a school’s mission and vision, in and out of campaign environments. Importantly, not only does strong volunteer engagement yield more philanthropic support, but they also allow schools to invite more voices in—particularly those from communities served—and work towards a more inclusive philanthropy. A unique opportunity exists to involve our larger school communities more meaningfully in our work by investing in relationships early, moving from transactional requests to transformational collaborations, and bringing more perspectives into decisions around how we effect change.
Jesuit College Preparatory School of Dallas’ Ad Majorem campaign went public in 2023 with over $100 million raised – and is not done yet. Meaningfully engaging volunteers and the broader community in Jesuit’s largest, most ambitious campaign was and is no small undertaking. Hear directly from Jesuit’s Vice President of Advancement and Executive Director of the Jesuit Dallas Foundation on how the team engaged across constituencies – Board, Campaign Committee, students, alumni, faculty, parents – to develop a comprehensive case for support and phased campaign plan that created a posture for Jesuit to continually innovate and invite new voices in.
Through a conversation between CCS Fundraising and Jesuit Dallas, this session will explore the importance of high-level volunteer engagement, the lifecycle of cultivating volunteers into lead donors and organizational champions, and how to return to your school with new ways to engage volunteers in philanthropy as part of your overall fundraising plan – while applying inclusive principles to volunteerism in meaningful ways. Presenters will feature candid learnings and case studies from CCS’s experience and Jesuit’s extraordinary success in cultivating new voices throughout a multi-year campaign – to bring the community into the school. Attendees can expect to leave this session with the tools and knowledge to adapt their own volunteer engagement strategies to the uniquely evolving independent school landscape.
Jesuit College Preparatory School of Dallas’ Ad Majorem campaign went public in 2023 with over $100 million raised – and is not done yet. Meaningfully engaging volunteers and the broader community in Jesuit’s largest, most ambitious campaign was and is no small undertaking. Hear directly from Jesuit’s Vice President of Advancement and Executive Director of the Jesuit Dallas Foundation on how the team engaged across constituencies – Board, Campaign Committee, students, alumni, faculty, parents – to develop a comprehensive case for support and phased campaign plan that created a posture for Jesuit to continually innovate and invite new voices in.
Through a conversation between CCS Fundraising and Jesuit Dallas, this session will explore the importance of high-level volunteer engagement, the lifecycle of cultivating volunteers into lead donors and organizational champions, and how to return to your school with new ways to engage volunteers in philanthropy as part of your overall fundraising plan – while applying inclusive principles to volunteerism in meaningful ways. Presenters will feature candid learnings and case studies from CCS’s experience and Jesuit’s extraordinary success in cultivating new voices throughout a multi-year campaign – to bring the community into the school. Attendees can expect to leave this session with the tools and knowledge to adapt their own volunteer engagement strategies to the uniquely evolving independent school landscape.
Speakers: Joelle Abi-Habib, Director of Development, Jesuit College Preparatory School of Dallas, William Antes, Vice President of Advancement, Executive Director of the Jesuit Dallas Foundation, Jesuit College Preparatory School of Dallas, Elizabeth Hormann, Senior Vice President, CCS Fundraising
Competencies: LeadershipIndustry or Sector Expertise