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CASE-NAIS Independent Schools Conference 2024
CASE-NAIS Independent Schools Conference 2024
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9:00 AM - 10:00 AM CT
Move Up, Sideways, Back Home or Out: Making the Right Career Choices
Lee, Tom, Ninette and Katja have each had exciting and robust careers as they juggled balancing family, careers and community life. These nonprofit veterans will offer career-making – and breaking – observations for both candidates and hiring managers. They will describe how they decided to stay put, and how they knew when to leave some of the nation’s cutting-edge organizations. Each will present an exclusive history of how they navigated their careers, reinvented themselves and kept it healthy, lively and fun.
Speakers: Ninette Enrique, Chief Advancement Officer, The Hotchkiss School, Lee Fertig, Head of School, The Nueva School, Katja Thomakos, Senior Director of Development, Cranbrook Educational Community & Cranbrook Institute of Science, Tom Tseng, Director of International and Principal Gifts, Institutional Advancement, Phillips Exeter Academy, Libby Roberts, Executive Vice President, Lindauer
Competencies: Strategic ThinkingIntegrity and Professionalism
Experience Level: All Levels
9:00 AM - 10:00 AM CT
Reimagining Your Advisory Board: From Honorary Title to Strategic Asset
Is your "Advisory Board" simply an honorary title for board members or trustees who have completed their board service? Or maybe you are considering adding an advisory component to your volunteer structure? Learn how Woodward Academy's Advancement leaders partnered with volunteer leadership to bring their Advisory Board out of retirement to nurture and sustain key relationships, leverage influence and philanthropic support, while also enhancing board development and building a pipeline of future leaders and major donors.
Speakers: Caroline Stancil, Director of Advancement, Woodward Academy, Chris Freer, VP for Advancement, Woodward Academy, Michael Drucker, Governing Board Member, Woodward Academy
Competencies: Relationship BuildingLeadership
Experience Level: All Levels
9:00 AM - 10:00 AM CT
Creating a Roadmap for Annual Giving Success
Join us for an engaging session that will provide you with a comprehensive understanding of annual giving strategic planning and its benefits. Discover how to gather data to identify meaningful strategies, regardless of your school’s size. Learn best practices for strategic planning and how to narrow down priorities based on your school’s unique needs and aspirations. Gain valuable insights into creating a framework for a strategic plan, socializing the plan with leadership, colleagues, and campus partners, refining your strategies based on feedback, and regularly revisiting the plan to ensure continued success.
Speakers: Leah Freitas, Annual Giving Officer, Punahou School, Sarah Clough, Vice President, Philanthropy Insights and Analytics, Marts&Lundy
Competencies: Industry or Sector ExpertiseStrategic Thinking
Experience Level: All Levels
Topics: Annual Giving
9:00 AM - 10:00 AM CT
Using DASL Advancement Data to Drive Strategic Decisions
Now in its second year, the advancement data collaboration between CASE and NAIS has produced comprehensive, standardized data and benchmarks that school leaders can use to help shape strategies to meet goals. With this abundance of information, it can be overwhelming to know which data to pay attention to, how to measure effectively, and the best ways to communicate results. It is tempting to point to the highest number or most exciting result and celebrate that achievement, however building a comprehensive strategy to focus on the fundamentals is critical for long-term success.
In this session, we will share key findings from the most recent survey, practical examples of how your program can use the DASL Advancement data, and tools available through DASL and CASE Insights to guide you in making data-informed decisions.
Speakers: Joy Bodycomb, Director of Data Strategy and Operations, National Association of Independent Schools, Deborah Trumble, Senior Director, Research, Council for Advancement and Support of Education
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: All Levels
10:30 AM - 11:35 AM CT
Closing Keynote: Where We Go From Here
In school, in sport, in work, and in life… the antidote to othering is clear. The antidote is belonging. In our singular worlds, all of us are navigating the tensions of the responsibilities of our necessary day to day work, the execution of our visionary strategies and the beautiful complexities of the people we work alongside. And in those tensions, there is a sweet spot for creating a belonging world that is real. Let’s put the pieces together and figure out where we go from here. Here we go, together.
Speakers: Kara Allen, Chief People Impact & Belonging Officer, Spurs Sports & Entertainment