Conference for Chief Advancement, Business, and Finance Officers
As of October 1, 2022, CASE requires all attendees, exhibitors, and staff to provide proof of COVID-19 vaccination or negative COVID-19 test results prior to participating in person at any conference.
Learning Objectives:
- Explore effective communication strategies between Finance and Advancement
- Discuss how to cultivate productive relationships with internal and external stakeholders
- Illustrate how to forecast regional and national factors influencing finances
- Describe best practices for making sound resource decisions
- Examine recent legislative and tax changes and how it impacts giving to institutions
- Strategize how to make data-informed decisions to achieve desired outcomes
Who Should Attend:
- Chief Advancement/Development Officers
- Chief Business Officers
- Chief Executive Officers
- Vice Presidents of Advancement/Development
- Vice Presidents of Finance and Administration/Business Operations
- Associate/Assistant Vice Presidents for Finance
- Assistant Deans for Development
- Controllers
- Senior Budget Officers
Exclusive Sponsor
Marts&Lundy was founded in 1926 with a commitment to professionalize the work of fundraising, grounded in the belief that philanthropy had the power to serve the public good. Today, our mission and vision remain steadfastly dedicated to ensuring mission-driven organizations have the philanthropic resources they need to make the world a better place. In 2019, we entered into a partnership with CASE to develop a new program that brings chief business officers and chief advancement officers together in order to build strong partnerships between finance and advancement. These partnerships are a hallmark of an institution-wide culture of philanthropy that is a critical component to overall institutional success and growth.