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CASE Summer Institutes

Summer Institute in Advancement Services 2024

University of Wisconsin, Madison, WI | July 8 - 11, 2024
Summer Institute in Advancement Services 2024
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Register now
Be a part of the tradition and kick off your career in advancement at CASE's flagship training program for early-career professionals in advancement services. This unique and intensive learning experience will provide you with the foundation you need to further your career and impact your institution.

Join us this summer to hit the books, review the basics, and start on your path to success!

Join the conversation #casesias

Why You Need to Attend

Hear what past attendees say about the Summer Institute in Advancement Services

“This was a fantastic conference. The topics were relevant to the work my colleagues and I do, and the presenters were informative, personable, and eager to help in any way. I'm new to advancement, and I'm so grateful I had the opportunity to get different perspectives, ideas, and the chance to meet people in similar jobs from around the nation.”

“An incredible week of learning, connecting, and some laughing, too.”

“This conference is an opportunity to come together with your peers and learn about best practices. The faculty made the week worth it, and there were plenty of opportunities to continue networking outside of sessions.” 

Content Highlights:

  • Advancement Services Primer
  • Fundamentals of Gift Processing & Sticky Gifts
  • Building a Data-Centered Culture at Your Institution
  • Portfolio and Moves Management
  • Standard Reports, Metrics & KPI's
  • Gift Agreements & Compliance
  • Cyber Security & Data Governance

Meet Your Chair

Katie Harrell

Katie Harrell

Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign

Katie Harrell is the Senior Director of Strategic Planning and Organizational Development at the University of Illinois at Urbana-Champaign. An MBA-educated advancement leader, she brings a proven record of driving organizational change in complex, matrixed environments. Katie operates at the intersection of data, systems, and people—building infrastructure that empowers teams to perform at their highest level.

Katie’s work is guided by her commitment to building healthy, human-centered organizations where people thrive—because when individuals are supported, they fuel the future of the institution.

With a background spanning analytics, business operations, and fundraising strategy, Katie bridges the gap between technical implementation and strategic execution. Her work translates data into action and centers the individual contributor experience to drive institutional results.

Katie earned her MBA from the University of Wisconsin–Madison and her Bachelor of Music from the University of Louisville.

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