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All Sessions

CASE District I Annual Conference 2024
District I Annual Conference 2024
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Topic

  • Independent Schools(8)
  • Alumni Relations(17)
  • Communications & Marketing(8)
  • Event Planning(4)
  • Fundraising(20)
  • Organization & Management(2)

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Disciplines

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38 Results Found
Wednesday, March 13, 2024
4:00 PM - 5:00 PM ET

Building a Donor Pipeline - From First Gift to Major Gift

Join campus leaders from Boston University and Colby College for new insights and a lively discussion around building donor pipeline. From surveying to better understand your audience, to persona building & targeted engagement, to evaluating and implementing new tools to move donors up the ladder at scale, building a pipeline of donors from entry to major gift, is key to fundraising on campus today. In this session, staff from Boston University and Colby College will talk about the work they’ve been doing, the challenges they had along the way, how they ultimately found success at scale, and engage presentation participants in a lively discussion that will prepare them for returning to campus with new strategies and ideas.
Speakers: Nicholas Herman, Vice President & Consultant, Ruffalo Noel Levitz, Aimee Jack, Assistant Vice President for Alumni and Donor Engagement, Colby College, Kellie Sullivan, Senior Director of Annual Giving, Boston University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Topics: EngagementAnnual Giving
Fundraising
Thursday, March 14, 2024
9:00 AM - 10:00 AM ET

Lead from Where You Are: How to Excel in Your Role and Grow Your Organization

Leadership isn’t about title or authority. It’s the energy and purpose by which you lead yourself each day and how you serve others. Approaching leadership this way means everyone can lead regardless of their role in the organization. This interactive keynote will provide strategies you can start implementing today to lead from where you are to grow yourself and your advancement organization.
Speakers: Shanna Hocking, Founder and CEO, Hocking Leadership
Thursday, March 14, 2024
10:30 AM - 11:30 AM ET

Going for GOLD

Engaging recent graduates is typically top of mind for many alumni engagement and annual giving teams. Social media plays a big role in helping Graduates Of the Last Decade (GOLD) alumni stay connected to their university. In this presentation, we'll look at how to leverage social media to stay in touch with GOLD alumni, how to help keep them engaged after graduation, and how to capitalize on university-wide wins to keep GOLD alumni proud of their alma mater.
Speakers: Katy Henchy, Social Media Manager, University of Connecticut Foundation, Inc
Competencies: Strategic ThinkingIndustry/Sector Expertise
Experience Level: All Levels
Topics: EngagementAnnual GivingSocial Media
Alumni Relations
Communications and Marketing
Thursday, March 14, 2024
10:30 AM - 11:30 AM ET

Revitalize Engagement: Transform Parents Weekend Into Inclusive Celebrations

As Colleges and Universities emerge from the pandemic, Alumni & Family Relations are recognizing the need for a transformative approach to community engagement beyond traditional parent weekends. As a distinctive institution without competitive sports teams, Champlain College has always been career-focused and unique in its approach to higher education. In response to the desire for a more inclusive community connection, Champlain Weekend was conceived. This three-day event features a diverse array of activities, events, and learning opportunities, bringing together families, alumni, and students to celebrate the college's entrepreneurial and innovative spirit.

Join us in this session to discover valuable tips and best practices for uniting all college stakeholders. Explore innovative approaches to foster a more inclusive connection among families, alumni, and students and celebrate what sets your college apart.
Speakers: Shaylea Scribner, Advancement Project Manager, Champlain College, Mary Still, Assistant Director of Alumni & Family Relations, Champlain College
Competencies: Strategic ThinkingRelationship Building
Experience Level: All Levels
Topics: EngagementDonorsParent engagementSpecial Events
Fundraising
Alumni Relations
Thursday, March 14, 2024
10:30 AM - 11:30 AM ET

Are you Ready?? Steps to Capital Campaign Readiness

Schools should always either be in a capital campaign, or planning for one. In addition to raising significant funds, campaigns strengthen our donors' understanding of the school's mission and vision while also building impactful relationships. This session will outline the steps that Sacred Heart Greenwich's leadership and Board are taking to assess and strengthen campaign readiness. From strategic planning to a feasibility study, we will discuss the process of becoming ready for a capital campaign, and the specific strategies used to identify and research potential anchor donors.
Speakers: Lauren Fredette, Director of Advancement, Sacred Heart Greenwich
Fundraising
Thursday, March 14, 2024
10:30 AM - 11:30 AM ET

Elevation: Taking Your Fundraising Game to New Heights

Join members of Harvard’s Faculty of Arts and Sciences Major Gifts Team (with a little help from Bono and U2) for an interactive conversation about elevating your fundraising game through individualized and creative goals. Members of the team will discuss how the introduction of qualitative goals built by each gift officer led to aspirational thinking beyond fundraising. We’ll lead you through a similar exercise – it’s not as easy as you think but lots of fun – and create space for discussion about why this was important for our team, how empowerment led to better fundraising, and how it can impact anyone no matter the career level. We’ll share any materials we used and detail some of our activities that supported this theme. We invite your best thinking and discussion as you prepare for an interactive conversation.
Speakers: Eric Ambrette, Director of Development, Major Gifts, Faculty of Arts and Sciences, Harvard University, Erica Lawless, Regional Director of Development, Major Gifts, Faculty of Arts and Sciences, Harvard University, Melissa Rogers, Executive Director of Development, Major and Planned Gifts, Faculty of Arts and Sciences, Harvard University, Tom Trapani, Director of Development, Major Gifts, Faculty of Arts and Sciences, Harvard University
Competencies: Industry/Sector Expertise
Experience Level: All Levels
Topics: Major giftsPersonal/Professional DevelopmentTalent Management
Fundraising
Thursday, March 14, 2024
10:30 AM - 11:30 AM ET

Leveraging Google Analytics: Data-Driven Fundraising in Higher Education

Discover how to harness the wealth of insights provided by Google Analytics to optimize fundraising outreach, enhance donor engagement, and maximize philanthropic impact. From identifying key metrics to implementing actionable strategies, attendees will gain invaluable insights into leveraging analytics for successful fundraising campaigns in the dynamic landscape of higher education. Join us to unlock the potential of data-driven fundraising and propel your institution towards greater philanthropic success.
Speakers: Michelle Giovino, Senior AIS Developer, Brown University, Anthony Souffrant, Lead Data Analyst, Advancement Analytics, Brown University
Experience Level: All Levels
Fundraising
Advancement Services
Thursday, March 14, 2024
11:30 AM - 1:15 PM ET

Lunch and Keynote Session

Continuing the conversation from last year’s joint District I/District II conference, this year’s keynote luncheon includes a stellar panel of individuals who are diversity, equity, inclusion and belonging (DEIB) leaders in our field. The panel will emphasize the need for equity-mindedness in our field, while also highlighting those who see the value of mentorship. Whether you have been doing the work and have been mentoring others in this space, or if you might be new to the field but have been bringing the principles of DEIB to your teams and your work, this panel offers an opportunity to hear the experiences of those across the spectrum of career levels and identities. This session would be considered a success if folks walked away feeling empowered, inspired, and as if they are not alone in the equity work they do in institutional advancement. This session will include a question and answer portion at the end. Note: Please ensure you arrive prior to noon, as the last lunches will be served then.
Speakers: Christine Pina, Chief Advancement Officer, Miss Porter's School, Paul Muite, AVP of Development, Inclusive Philanthropic Engagement, Brown University, Kate Gannon, Director of Alumni Relations, Diverse Alumni Communities, University of Connecticut Foundation, Leah Wittenberg, Assistant Director of Volunteer Management, Tufts University, Miriam McLean, Senior Director, Alumni Engagement, Tufts University
Thursday, March 14, 2024
1:45 PM - 2:45 PM ET

Delivering the school web experience: The Power of Collaboration

In this session, led by Finalsite Chief Evangelist - Rob DiMartino, attendees will learn how several CASE and NAIS peer schools from across the country and spanning the globe are using the power of their digital engagement platforms to retain and build enrollment.

From a family’s first interaction with your school’s website to when they are fully immersed in the life of the school, expectations for the digital experience of your school have been accelerated and changed permanently. From admissions to academics, athletics, and advancement, an integrated digital strategy—once a "nice to have"—is now a necessity.

Join us to learn how schools are delivering a connected, engaging digital experience that extend from the website to all-in-one communications (email, SMS, Text to Voice, automated email drip campaigns) including leveraging real time integration with Database management systems.

The GOAL is engagement. You cannot recruit, retain, cultivate or educate with out it.
Speakers: Robert DiMartino, Co-Founder & Chief Evangelist, Finalsite, Charles Putney, Website Project & Content Manager, Central Catholic High School, Lawrence, MA
Competencies: LeadershipIndustry/Sector Expertise
Experience Level: All Levels
Topics: EngagementAnnual GivingBrandingIndependent SchoolsParent engagementSocial Media
Advancement Services
Communications and Marketing
Thursday, March 14, 2024
1:45 PM - 2:45 PM ET

Calm in the Chaos: Strategies for Successful Community College Advancement Teams

Community college advancement professionals are masters at doing more with less in a limited amount of time. It's rewarding, but it sure is tiring! Whether you're new to the community college fundraising environment or have been passionate about the field for years, let's review CASE's new 2023 Voluntary Support of Education data (focused on community colleges) and dive into some tips on how to make the most of your time, resources, and energy when you get back to campus.
Speakers: Meg Natter, Director, Community Colleges and Foundations, Council for Advancement and Support of Education
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
Fundraising

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