Skip to main content

CASE

CASE

Main Menu

  • Learning
    • Conferences & Training
      • In-Person Events
      • Online Offerings
    • Online Learning
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • Conference Policies
    • Present at a Conference
    • CASE Academy

    Online Learning

    Illustration of a mouse connected to a book on a yellow background

    Browse CASE's online offerings to find the best virtual programming and training for you and your team.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • News Roundups
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • Alumni for Higher Ed
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards
    • Research

    CASE Insights on Generative AI in Advancement

    CASE Insights on Generative AI in Advancement

    In this new interactive report, CASE Insights offers a comprehensive approach for adopting generative AI, based on findings from a year-long research study with advancement practitioners.
     

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Alumni for Higher Ed
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
      • 2026-2027 Election
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    Giving to CASE

    Giving to CASE

    At CASE, we inspire, challenge, and equip nearly 100,000 advancement professionals across the globe to champion the success of educational institutions and the millions who benefit from them. With philanthropic support we can do more.

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

  • Give to CASE
  • Log in
  • Alerts
  • Search
  • Shopping Cart

Breadcrumb

  1. Home
  2. Conferences & Training
  3. District VII & VIII Annual Conference 2026
San Diego

All Sessions

District VII & VIII Annual Conference 2026
District VII & VIII Annual Conference 2026
Filter By:

Session Type

Topic

  • Independent Schools(2)
  • Alumni Relations(22)
  • Communications & Marketing(10)
  • Event Planning(10)
  • Fundraising(30)
  • Organization & Management(20)

Sector

Experience Level

  • All Levels(1)
  • Level 1- Early Career(6)
  • Level 2- Emerging Early Career(23)
  • Level 3- Practicing Mid Level Career(37)
  • Level 4- Senior/ Experienced Mid Level Career(20)
  • Level 5- Expert Seasoned Professional(1)

Disciplines

  • Advancement Services(19)
  • Communications and Marketing(18)
  • Alumni Relations(14)
  • Fundraising(24)

Competencies

  • Industry/Sector Expertise(12)
  • Global and Cultural Competence(2)
  • Business and Financial Acumen(1)
  • Emotional Intelligence(2)
  • Integrity and Professionalism(3)
  • Leadership(9)
  • Relationship Building(26)
  • Strategic Thinking(32)
Advertisement
53 Results Found
Monday, March 9, 2026
9:00 AM - 10:00 AM PT

A multi-department approach to 99% utilization rate of scholarship dollars

Discover how San Diego State University achieved a 99% utilization rate of scholarship dollars by transforming a decentralized, inefficient system into a student-centered, collaborative model. This session will highlight the formation of a cross-campus scholarship committee, the adoption of the Aztec Scholarships platform, and intentional partnerships across Advancement Services, Donor Relations, Fundraising, and the Scholarship Office. Participants will learn how a multi-department approach eliminated barriers, aligned with donor intent, and ensured nearly every available scholarship dollar reached students.
Speakers: Jayme Fancher, Director of Gift and Fund Administration, San Diego State University, Cheryl Lemox, Director of Donor Relations and Stewardship, San Diego State University, Kari Hooker, Director of Scholarships SDSU Scholarship Office, San Diego State University
Competencies: Integrity and ProfessionalismStrategic Thinking
Experience Level: Level 1- Early CareerLevel 2- Emerging Early Career
Topics: DonorsMajor giftsPersonal/Professional Development
Communications and Marketing
Advancement Services
Monday, March 9, 2026
9:00 AM - 10:00 AM PT

A Tale of Three Cities

When college and district foundations operate in isolation, opportunities to strengthen student impact are often lost. In this session, Executive Directors from three cities—each working within different structures of a multi-college district—will share how they are collaborating to maximize student support. Together, they are revitalizing a long-standing district foundation by clarifying its unique role, aligning with the two established college foundations, and ensuring their efforts complement rather than compete. This coordinated approach broadens fundraising opportunities, deepens donor engagement, and increases support for students across the district. Presenters will also discuss the challenges and successes of working across diverse communities, while highlighting innovative practices that other districts and institutions can adapt.
Speakers: Kenneth Cooper, Executive Director, Las Positas College Foundation, Yvonne Wu-Craig, Executive Director, Institutional Advancement, Chabot College, Amy Miller, Executive Director, Foundation for Chabot-Las Positas Community College District Foundation
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 3- Practicing Mid Level Career
Topics: EngagementBrandingDiversity & InclusionDonors
Fundraising
Monday, March 9, 2026
9:00 AM - 10:00 AM PT

Leading Culture Change: A Playbook for New and Aspiring Advancement VPs

Change is inevitable—but for newly arrived chief advancement officers, it’s also an opportunity. Particularly when job number one is to launch a comprehensive campaign. This panel discussion brings together experienced advancement leaders to share candid insights and practical strategies for navigating into a new organization, aligning teams, building trust, and managing cultural shifts. Panelists will explore how to assess organizational readiness, communicate vision effectively, and foster resilience. Whether you're leading a campaign, restructuring staff, redefining strategy, or all the above at once, this session will offer a tangible framework and real-world lessons to help you lead with clarity, confidence, and impact.
Speakers: Peter Hayashida, Chair of the Board of Directors, Senior Consultant & Principal, Marts&Lundy, Jennifer Eccles, Vice President for Advancement, Harvey Mudd College, Edgardo Gonzalez, Senior Vice President for University Advancement, Seattle University
Competencies: Strategic ThinkingLeadership
Experience Level: Level 3- Practicing Mid Level CareerLevel 4- Senior/ Experienced Mid Level Career
Topics: CampaignsMajor giftsPersonal/Professional DevelopmentTalent Management
Fundraising
Monday, March 9, 2026
9:00 AM - 10:00 AM PT

Newsworthy by Nature: Why Your Comms Team Needs Reporters, Not Just PR Pros

This session will underscore the strength of creating an in-house news team as part of your communications strategy. Having reporters, rather than just PR professionals, increases efficiency, builds ethos, facilitates a diversity of storytelling and nurtures trust while also bolstering your brand. The result is stronger reputation management, broad media placement and a vibrant campus voice.
Speakers: Abigail Lauten-Scrivner, Media Information Specialist, University of Montana, Skylar Rispens, Media Manager, University of Montana
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 3- Practicing Mid Level Career
Topics: EngagementBrandingPersonal/Professional DevelopmentSocial Media
Fundraising
Communications and Marketing
Monday, March 9, 2026
10:30 AM - 11:30 AM PT

The Power of Persistence - A $500 Million Campaign Story

Discover how unconventional strategies and real-time adaptability turned a complex campaign into a success story. From redefining counting guidelines mid-stream to embracing transparency and evolving priorities, this session dives into the lessons learned from a campaign that broke the mold. Learn how a lack of a mega-gift led to a surge in mid-level giving, how shifting social media tactics mid-campaign paid off, and why building internal fundraising culture matters. Whether you're navigating a quiet phase or wrapping up, this session will inspire you to embrace flexibility, focus on people, and work with what you have—not what tradition dictates.
Speakers: Kimberly Kroll-Goodwin, Associate Vice-President, Development, University of Saskatchewan, Cheryl Hamelin, Vice-President, University Relations, University of Saskatchewan
Competencies: Strategic Thinking
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 3- Practicing Mid Level Career
Topics: CampaignsMajor gifts
Fundraising
Monday, March 9, 2026
10:30 AM - 11:30 AM PT

Philanthropy in Action: A Case Study in Donor Partnerships and Student Success

Discover how one transformative gift is revolutionizing higher education equity! The Leading, Empowering, And Developing (LEADS) model created a safety net for students facing extraordinary challenges through philanthropy.

This dynamic case study reveals the strategic fundraising approach, innovative gift structure, and measurable impact of the LEADS Endowment Fund—a transformative investment supporting foster youth, first-generation students, and those experiencing basic needs and mental health challenges.

Learn actionable strategies for cultivating major gifts around social justice missions, designing endowments for systemic change, and creating replicable models that position your institution as an equity leader. Learn how the donor's visionary approach to holistic wellness is positioning CSULB as a national model for inclusive education, and discover actionable strategies for leveraging major gifts to inspire broader community giving by working strategically with campus partners (e.g., university leadership, program directors, faculty, students).

Key Takeaways: Major gift strategy, equity-focused fundraising, endowment building, and donor stewardship for transformational impact.
Speakers: David Roman, Senior Director of Development, Student Affairs, California State University, Long Beach, Danielle Munoz, Director, CARES and Basic Needs, California State University Long Beach, Mary Nguyen, Director, Bob Murphy Access Center, California State University Long Beach, Amanda De Loera-Morales, Director, Counseling & Psychological Services, California State University Long Beach, Eduardo Levya, Chris Jolly
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 3- Practicing Mid Level Career
Topics: Diversity & InclusionMajor gifts
Fundraising
Monday, March 9, 2026
10:30 AM - 11:30 AM PT

Small Team, Big Impact: Launching Alumni Mentorship Programs

In an era of budget constraints and lean staffing, institutions are challenged to deliver meaningful engagement opportunities without overextending resources. This presentation explores how to develop and sustain an impactful alumni mentor program, even with limited staff and funding. Sharing the Alumni Mentorship Program model from ASU’s Edson College of Nursing and Health Innovation, attendees will hear practical experience and a detailed, multi-phased approach to building a mentor initiative that supports student success and deepens alumni engagement.

Key takeaways will include strategies for leveraging existing tools—such as LinkedIn, free social media platforms, and campus-wide communication channels—as well as how to recruit and retain volunteer alumni mentors through targeted messaging and recognition. We’ll also explore how to partner with faculty, student groups, and career services to share responsibilities and expand reach.
This session is ideal for advancement, alumni relations, and student affairs professionals seeking to launch or scale mentoring programs in resource-conscious environments.
Speakers: Angela Haskovec, Alumni Relations Manager, Arizona State University
Competencies: Relationship BuildingStrategic Thinking
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career
Topics: EngagementCampaignsDiversity & InclusionDonorsSpecial EventsVolunteer Management
Communications and Marketing
Alumni Relations
Monday, March 9, 2026
10:30 AM - 11:30 AM PT

Building the Case for Alumni Relations: Strengthening Community, and Support

Colleges thrive when students, alumni, parents, and community members are meaningfully connected. Yet many community colleges struggle to articulate and demonstrate the value of alumni relations, especially in their early years. This session will explore how MiraCosta College developed a three-year Alumni Plan designed to empower alumni, expand student support, and strengthen the College’s visibility. Participants will learn how strategic objectives such as growing alumni membership, launching signature events, and expanding digital storytelling for long-term success.
Speakers: Tori Fishinger, Associate Director, MiraCosta College
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 2- Emerging Early CareerLevel 1- Early Career
Topics: Engagement
Advancement Services
Alumni Relations
Monday, March 9, 2026
10:30 AM - 11:30 AM PT

Using Events to Strengthen Community and Engagement

Events are more than schedules, name badges, and catering orders – they’re powerful opportunities to inspire connection and strengthen community. At the Allen Institute, a nimble six-person events team transformed what was once a fragmented, labor‑intensive operation into a strategic engine for engagement. Managing over 75 programs each year – from alumni reunions and public symposia to internal celebrations – they faced duplicated work, inconsistent processes, and limited capacity for innovation.
By reimagining their approach, the team built unified workflows, introduced intuitive self‑serve tools for guests and staff, and reclaimed valuable time for strategic thinking. The result? Events that scale seamlessly, strengthen relationships, and elevate the Institute’s mission. Attendance is rising, staff are operating proactively, and events are now recognized not merely as logistical necessities, but as essential, mission‑driven experiences that deepen trust and spark community.
Speakers: Kerala Hise, Sr. Digital Marketing Specialist, Allen Institute, Jo Gubas, Program Manager, Alumni Relations, Allen Institute, Sabrina Biggers, Sales Manager, Almabase
Competencies: Strategic ThinkingRelationship Building
Experience Level: Level 2- Emerging Early CareerLevel 3- Practicing Mid Level Career
Topics: EngagementSpecial Events
Communications and Marketing
Monday, March 9, 2026
10:30 AM - 11:30 AM PT

Activating the Pipeline with AI: A Case Study and Cohort Insights

In this dynamic session, we’ll explore how artificial intelligence is transforming early-stage donor qualification, constituent engagement, and volunteer identification, in advancement. Featuring Oregon State University (OSU) Foundation’s innovative use of machine learning to track behavioral signals and alumni/donor interests, to predict, personalize and scale outreach through a combination of people, processes and technologies, Mark Koenig, VP for Technology and the Chief Innovation Officer at the OSU Foundation, will share how these models are driving smarter segmentation and campaign strategy. Jen Howe, Principal, will complement this with broader insights from Huron | GG+A, showcasing how institutions across the country are leveraging AI to accelerate donor qualification and engagement. The session will go beyond theory and offer actionable ways to address key challenges advancement professionals are facing on when trying to accelerate the use of AI responsibly and to achieve measurable returns, including: How do we get started with limited resources? What data is needed to make AI work? How do we ensure ethical use and protect privacy? What does success look like, and how do we measure it? And how do we build internal buy-in for these innovations? The presentation will conclude with interactive discussion, giving attendees space to reflect, ask questions, and consider how to apply these strategies in their own programs.
Speakers: Jennifer Howe, Principal and Co-Lead, Higher Education Practice, Huron Consulting Group, Mark Koenig, VP for Technology and the Chief Innovation Officer, Oregon State University Foundation
Competencies: Business and Financial AcumenIndustry/Sector Expertise
Experience Level: Level 4- Senior/ Experienced Mid Level CareerLevel 3- Practicing Mid Level Career
Topics: Annual GivingCampaignsMajor giftsPlanned giving
Fundraising
Advancement Services

Pagination

  • First page <<
  • Previous page <
  • Page 1
  • Page 2
  • Current page 3
  • Page 4
  • Page 5
  • Next page >
  • Last page >>

CASE

CASE
  • CASE Communities
  • Member Login
  • Careers at CASE
  • Terms & Conditions
  • Privacy Statement
  • Staff Intranet
Connect with CASE
  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

CASE Member Support
+1-202-328-CASE [2273]

CASE

CASE
Close

Search

Popular Searches
Books Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS Talent