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. Summer Institute in Advancement Services 2024

All sessions

Summer Institute in Advancement Services 2024
Summer Institute in Advancement Services 2024
Filter By:

Session Type

Topic

Sector

Experience Level

Disciplines

  • Advancement Services(24)
  • Communications and Marketing(8)
  • All Disciplines(4)
  • Alumni Relations(10)
  • Fundraising(17)

Competencies

Advertisement
54 Results Found
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

Multimedia for Advancement

Effective multimedia experiences leverage technology to “show” stories in new and interesting ways. Whether it be audio, video, animation, augmented reality, virtual reality or [insert technology not invented yet], none of these will resonate with your audience unless they have an authentic emotional story at their core. Ravi invites all around the proverbial campfire to unpack the primordial hooks and motivations of enduring storytelling. Collectively, we will examine how new and existing technologies can be integrated to serve content to emotionally engage both new and old audiences. In this session, you will:
  • Learn how to identify core story forms within their brand and institutional messaging.
  • Consider how time-based media can offer a new perspective on an existing story.
  • Get inspired by how new media vehicles can be leveraged to support and extend an established advancement strategy.
Speakers: Ravi Jain, Senior Associate Director, Digital Media and Web Development, Boston College
Communications and Marketing
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

Metrics and KPIs Across Advancement

In the ever-evolving landscape of alumni relations and fundraising, understanding and leveraging the power of data is critical for success. This session will delve into the strategic use of metrics and KPI to drive alumni engagement and boost fundraising outcomes. Attendees will learn how to harness data to identify trends, measure engagement effectiveness, and tailor outreach efforts for maximum ROI.
Speakers: William Pierce, Associate Vice President of Alumni Engagement and Annual Giving, University of Toledo Foundation
Alumni Relations
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

Face to Face: The Art of Listening

As a leadership annual fund or major gift professional, you can become a detective or anthropologist, uncovering clues to your donor's philanthropic interests, motivations and values. And, like a good detective or anthropologist, you have many different tools for gaining the information you need. In this session, we will identify some of the critical skills needed to be a strategic listener and observer and an active participant in relationship building.
Speakers: Trish Jackson, Chief Advancement Officer, Northfield Mount Hermon School
Fundraising
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

Show Me the Money: Impact Reporting

Uncover the art of Impact Reporting in this insightful presentation, where we delve into defining impact and the diverse types of stories organizations can tell. Learn how to identify meaningful narratives with the help of advancement services and discover strategies to share these stories effectively, even on a limited budget. We'll cover practical tips for storytelling techniques and cost-efficient communication methods that highlight your organization's successes. Join us to understand how to craft and share compelling impact stories that resonate and showcase your organizations values.
Speakers: Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University, Teresa Valerio Parrot, Principal, TVP Communications
Advancement Services
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

How to Write Emails People Will Read

Do people read emails anymore? Yes—they do. But not the way you think. This talk will show you exactly how to write subject lines, optimize your links, and lay out your email copy so your message gets across. In this session, you’ll learn: How to write good subject lines that increase open rates. Typical email reading patterns and how to use them to your advantage. How to appropriately use formatting and white space. Recommendations on sentence structure and reading level. How to use links and buttons to guarantee click-through. A quick way to test if your email will get read. This session is useful for everyone, whether you send mass emails or just internal ones.
Speakers: Dayana Kibilds, Vice President of Strategy, Ologie
Communications and Marketing
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

Alumni & Development Team Partnerships for the Win!

Regardless of how an advancement shop chooses to structure alumni relations and development, there are natural opportunities for alumni teams to collaborate with development teams to engage prospective and current donors in meaningful ways. In this session, you will hear relevant examples of alumni professionals partnering with development officers to cultivate donors in the major gift cycle, while also providing alumni audiences with unique and special experiences. You will gain insight into the win-win opportunities that you can create in your advancement shop that lead to major gifts while also engaging alumni with impactful, alumni-centered programming.
Speakers: Shumiala Kinnear, Associate Vice President and Chief Development Officer, Alumni Association of the University of Michigan, Jen McGrath, Deputy Executive Director of Donor Engagement and Communications for Resource Development, MIT
Fundraising
Alumni Relations
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

The Starting Line: Program Level Strategic Thinking and Planning

Your head is full of everything you've learned about annual giving, alumni, volunteer engagement, personal solicitations, direct mail, prospect management, advancement services, communications and campaigns. Now what? How do you pull together all the pieces for a successful program? Strategic thinking and planning, of course! We'll discuss ways to plan for success, whether you're managing an office, a program, a staff-or just yourself. So, you have a great idea but aren’t sure how to get the green light. Have been asked to take on developing a new program to engage alumni and donors, but don’t know where to start? In this session, we will cover the ins and outs of strategic planning not just at the organization-wide level, but also at the program or department level. We will cover the why, approaches for ensuring ROI, managing outcomes, aligning resources, and lead an interactive exercise to support the development of meaningful roadmaps.
Speakers: Heidi Hanson McCrory, Vice President for Development, Furman University, Erika Jordan, Vice President Alumni Engagement, Boston University
Fundraising
Thursday, July 11, 2024
10:00 AM - 11:00 AM CT

AI and Educational Fundraising

Join us for an engaging presentation that explores the transformative power of artificial intelligence (AI) in the realm of educational fundraising. Uncover the potential of AI to revolutionize how institutions connect with alumni, build relationships, and secure vital financial resources. Come learn how AI can empower your institution to achieve new levels of fundraising success while fostering lifelong relationships with donors.
Speakers: Skylar Beaver, Assistant Director of Advancement, The Lawrenceville School, Colin Hennessy, Vice President for Alumni and Donor Engagement, The University of Iowa Center for Advancement
Fundraising
Alumni Relations
Thursday, July 11, 2024
11:30 AM - 12:30 PM CT

SIAS Plenary: Career Mapping and Skill Hierarchy as an Advancement Services Professional

Embark on a journey to strategically shape your career in advancement services with our interactive session tailored for early-career professionals. This session will guide you through the essentials of career mapping, helping you identify key milestones and skillsets necessary for growth and success in the field. We will explore the hierarchical skill progression, from foundational competencies to advanced expertise, and how to strategically develop these skills to ascend in your career. Learn how to leverage mentorship, professional development opportunities, and practical experiences to build a robust career roadmap. Join us to gain insights, practical tips, and the inspiration to take proactive steps in advancing your career in the dynamic world of advancement services.
Speakers: Dave Paek, Executive Director of Data Stewardship, Analytics, and Gift Administration, Northeastern University, Jamie Hougen Johnson, Senior Director, Prospect Management, Systems Training, and Decision Support, University of Chicago
Advancement Services
Thursday, July 11, 2024
2:00 PM - 3:00 PM CT

Crafting Effective Policies and Procedures: Best Practices, Compliance, and Collaboration

Dive into the essentials of developing robust policies and procedures in this session, featuring diverse examples. Explore the significant benefits of strong policies, learn how to evaluate when they are needed, and understand the collaborative process of policy creation. Equip yourself with the knowledge to identify stakeholders, manage expectations, ensure compliance, and implement best practices in your organization.
Speakers: Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign, Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University
Advancement Services

Pagination

  • First page <<
  • Previous page <
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • 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