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  3. Conference for College and University Foundations 2024
Conference for College and University Foundations 2024 header

Program

Conference for College and University Foundations 2024
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Wednesday, April 10, 2024
Thursday, April 11, 2024
Friday, April 12, 2024

Wednesday, April 10, 2024

12:00 PM - 1:00 PM MT

Registration

Welcome to Denver! Stop by the registration desk beginning at noon to check in and pick up your conference materials.
Welcome
1:00 PM - 2:30 PM MT

Welcome and Opening Session: Impactful Giving

What inspires an entrepreneur to make a transformational gift to a higher educational institution? How can university leadership create a culture of philanthropy? In this opening session, we'll examine significant philanthropic contributions through the eyes of a generous donor and consider how every member of your institution, from faculty to administrators, must collaborate to craft and execute successful fundraising initiatives.
Speakers: DeAnna Carlson Zink, Chief Executive Officer, University of North Dakota Alumni Association and Foundation, Joanne Posner-Meyer, Trustee, Graduate, Entrepreneur, University of Colorado, Melisa Baldwin, Vice Chancellor for Advancement, University of Colorado, Denver
2:30 PM - 3:00 PM MT

Refreshment Break

3:00 PM - 4:00 PM MT

Elective Sessions:

Elective Session
3:00 PM - 4:00 PM MT

Enhanced Cash – How to Position Cash Post Fed-Pivot

After more than a decade of nearly imperceptible returns on cash, the Federal Reserve Policy of increased rates created opportunities for risk-free assets, like 3-month T-bills, to generate some serious… well… cash. Greater than 5% returns were common in cash portfolios that were quick to adjust their strategies. Now that the Federal Reserve has pivoted away from its rate-hiking stance to one of probable declines in 2024, investors are left questioning how to re-position their cash.
Speakers: Rob Fischman, Associate Vice President, Business and Finance and Chief Financial Officer, University of South Florida Foundation, Kathryn Mawer, Senior Vice President, FEG Investment Advisors, Matt Routh, Managing Director, Barrow Hanley Global Investors, Sarah Wessling, VP Governance Lead, FEG Investment Advisors
Elective Session
3:00 PM - 4:00 PM MT

Lean into Analytics to Improve Donor Engagement & Outcomes

In an increasingly digital world, donors expect more. They want more compelling content, more accessible info, and more personalized interactions. Learn how to use analytics to increase donor engagement, connection, and even to generate more gifts.
Speakers: Jean Richardson, CEO, iFOLIO, Mindy Hyde, Senior Director of Development, Georgia Institute of Technology
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3- Practicing Mid Level CareerLevel 4- Senior/ Experienced Mid Level Career
Topics: Annual GivingCampaignsDonorsMajor gifts
Fundraising
Advancement Services
Elective Session
3:00 PM - 4:00 PM MT

Strategic Plan Development to Launch of Campaign

University embarks on the development of a new strategic plan just a year in advance of launch of the public phase of a campaign. Challenge or opportunity? The University of North Dakota and its affiliated University of North Dakota Alumni Association and Foundation took it as an opportunity to launch a new vision for the University, align University and Foundation priorities to position both for success.
Speakers: Meloney Linder, Vice President for Marketing and Communications, University of North Dakota, Sarah Prout, Vice President for Marketing & Communications, University of North Dakota Alumn
Competencies: Strategic ThinkingStrategic Thinking
Experience Level: All Levels
Topics: EngagementBrandingCampaignsDonorsSpecial Events
Alumni Relations
Communications and Marketing
4:00 PM - 4:15 PM MT

Stretch Break

Plenary
4:15 PM - 5:15 PM MT

Affinity Groups

Participate in this opportunity for foundation executives and senior staff to network and engage informally on issues with your peers.
Groups include: • CEOs, COOs, Executive Directors • Community Colleges • CFOs, Controllers, Financial Staff, Legal Counsel, Gift Administration • Minority-Serving Institutions • Advancement and Fundraising Staff
5:15 PM - 6:15 PM MT

Welcome Reception

Join the conference committee and your colleagues to network and unwind after Day 1.
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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