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CPE Program

CPE Session Information

Accountants can earn up to 12.4 Continuing Professional Education (CPE) credits at the 2023 CASE Conference for College and University Foundations, April 12-14, Philadelphia, PA.

Course Level: Group Live; no prerequisites or advance preparation is required. Only individuals registered for the conference can attend CPE sessions and earn CPE credit. For each CPE credit session, conference attendees must remain for the entirety of the session to earn credit. At the end of a CPE session, attendees will receive a code that they can submit to receive the appropriate credit. 

The following is a list of CPE credit sessions offered at the conference:

Wednesday, April 12, 2023

1:00 - 2:30 p.m.

Welcome and Opening Session: Value of a Foundation to an Institution

Join foundation leaders for an opening panel discussion around big challenges our institutions are currently facing, priorities that have emerged in a post-pandemic world, and how foundations can be strategic leaders in support of our partner institutions.

Speakers: DeAnna Carlson Zink (Chief Executive Officer, University of North Dakota Alumni Association and Foundation), Geoff Green (Chief Executive Officer, SBCC Foundation), James Moore (President & CEO, University of Illinois Foundation), Christy Devocelle (Senior Vice President for Financial & Administrative Operations/CFO, University of Illinois Foundation)

Learning Objectives:                                                             

  • Understand the importance of diversity, equity, inclusion and belonging for college and university foundations
  • Identify strategies and opportunities for college and university foundations to promote and integrate DEIB into existing business operations, relationships and structures

CPE Credit: Attendees can earn up to 1.5 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Business Management & Organization
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

3:00 PM - 4:00 PM ET

Combined Approach to Strategic Risk Management

This session will explore the role of how both Management and the Board approach risk and how to create an effective reporting tool to monitor and understand the risk management process for effective oversight.

Speakers: Nancy Pederson (Vice President of Finance, University of North Dakota Alumni Association & Foundation), Jim Poolman (Board Vice Chair, University of North Dakota Alumni Association & Foundation)

Competencies: Business and Financial AcumenStrategic ThinkingLeadership

Learning objectives:

  • Upon completion, participants will be able to consider a risk management approach from a comprehensive and proactive perspective.
  • By looking at risks from a holistic view and how each risk affects the operation or reputation of the organization, participants are able to make better decisions and determine strategies that may mitigate the effects of the identified risks.
  • Understanding what boards are expecting from Management and how different tools can provide better reporting for information and decision making.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

Elevating the Institutional Trajectory Through Effective Strategic Planning

Are you prepared to outperform you peers, the industry, or your current trajectory?

Speakers: Mark Marshall (Principal and President of Philanthropic Counsel, BWF), Tracey Storey (Assistant Vice President and Chief of Staff, Princeton University Advancement)

Competencies: Business and Financial Acumen, Relationship Building, Industry or Sector Expertise, Strategic Thinking, Leadership

Experience Level: Level 6 - Leadership/Transforming Seasoned Professional

Learning Objectives:

  • Explore and identify the goals that will challenge you and your team to break out of static thinking.
  • Build a process that engages new audiences, key partners, and team mates to create a shared sense of direction.
  • Develop the strategies, tactics, and benchmarks to ensure that there is organizational change.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Business Management & Organization
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

Fostering Effective Foundation-Institution Partnerships

The Memorandum of Understanding (MOU) between a foundation and an institution ideally memorializes a shared vison for the partnership.

Speakers: David Bass (Executive Director Philanthropic Governance, Association of Governing Boards of Universities and Colleges)

Competencies: Integrity and Professionalism, Relationship Building, Emotional Intelligence, Industry or Sector Expertise, Strategic Thinking, Leadership

Learning Objectives:

  • Understand the ways foundation-institution partnerships are evolving.
  • Identify potential changes to their MOUs to align them with evolving professional practice.
  • Educate boards and institutional colleagues about the importance of the MOU as tool to support effective partnerships.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Business Management & Organization
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer
Thursday, April 13, 2023

8:45 AM - 9:45 AM ET

Building Coaching into your Retention Strategy

In a post-pandemic world of poor retention and high burnout, today's advancement job market is riddled with continual turnover and labor shortages.

Speakers: Ben Golding (President and Chief Executive Officer, Advancement Resources), Robin Bellinger (Vice President, Coaching Services, Advancement Resources)

Competencies: Integrity and Professionalism, Industry or Sector Expertise, Strategic Thinking, Leadership

Experience Level: Level 3 - Practicing/Maturing Mid-Career

Learning Objectives:

  • Provide a clear description of expectations for position responsibilities, desired knowledge, skills and expertise.
  • Establish a strategic and manageable retention and coaching strategy.
  • Clearly define, communicate, and demonstrate their organization’s culture.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Personal Development
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

Gift Fund Compliance - Tackling Underutilized Funds

The Office of Gift Compliance at the University of Colorado Foundation is focusing on tackling underutilized funds through a variety of approaches, encompassing an in-house developed gift compliance focused data set and report (Fund Purpose Report).

Speakers: Saskia Sawyer (Assistant Vice President, Gift Services, University of Colorado Foundation), Shannon McBratney (Director, Gift Compliance, University of Colorado Foundation)

Competencies: Integrity and Professionalism, Business and Financial Acumen, Relationship Building, Industry or Sector Expertise

Experience Level: Level 4 - Senior/experienced Mid-Career

Learning Objectives:

  • Have a better understanding of the importance of gift compliance.
  • Have tools and resources that can help them communicate with campus partners on the importance of spending gift funds according to donor intent.
  • Participants will be able to envision a similar program on their campus.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

Preparing for a Campaign with a New President

This session will share key learnings from two public universities as they each launched planning efforts for momentous philanthropic campaigns in the early tenures of new Presidential appointments.

Speakers: Maeve Riley (Senior Vice President, CCS Fundraising), Julie Rehm (Vice President of Advancement, Cleveland State University/Executive Director, CSU Foundation, Cleveland State University), Jeremiah Turner (Associate Vice President University Advancement, Indiana State University)

Competencies: Strategic Thinking, Leadership

Experience Level: Level 4 - Senior/experienced Mid-Career

Learning Objectives:

  • Prepare for institutional transitions, including new leadership, simultaneously with campaign planning and overall fundraising efforts.
  • Leverage transitions to drive forward overall fundraising.
  • Assess and align existing funding priorities with updated vision and goals brought on by institutional transitions.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

10:00 AM - 11:00 AM ET

Aligning priorities and messaging for stronger, more impactful relationships

The University of North Dakota and the University of North Dakota Alumni Association and Foundation, while two separate organizations have aligned priorities, coordinate messaging, and share storytelling assets to support both the strategic initiatives of the University as well as the fundraising efforts.

Speakers: Meloney Linder (Vice President for Marketing and Communications, University of North Dakota), Sarah Prout (Vice President for Marketing & Communications, University of North Dakota Alumni Association & Foundation)

Competencies: Relationship BuildingStrategic ThinkingLeadership

Experience Level: Level 4 - Senior/experienced Mid-Career

Learning Objectives:

  • How to align two institutions' priorities and align messaging that supports both strategic initiatives. Where to start and how to maintain collaboration.
  • How to create buy-in from all levels of organizations, including boards to support aligned priorities and messaging to support the university and fundraising goals.
  • Have a roadmap for how the University of North Dakota and its Alumni Association and Foundation created a trusted partnership, and infrastructure to share resources, and collaborate on messaging to create a halo effect for both organizations.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Communications and Marketing
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

Foundations and Cybersecurity Resilience

Are you and your foundation cyber resilient?

Speakers: Randy Romes (Principals, CliftonLarsonAllen, LLP)

Competencies: Global and Cultural Competence, Integrity and Professionalism, Business and Financial Acumen, Emotional Intelligence, Industry or Sector Expertise, Leadership

Learning Objectives:

  • Demonstrate and describe how to assess your foundation’s cyber resiliency.
  • List the components of cyber resiliency.
  • Summarize leading practices for preventing and withstanding cyberattacks.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Information Technology
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

11:15 AM - 12:15 PM ET

Advancement Hiring and Compensation Trends

Starting with a high level overview of recent hiring and compensation trends followed by a panel discussion of three advancement leaders to discuss their individual experiences/observations in their respective operations.

Speakers: Tom Herbert (Senior Consultant, Aspen Leadership Group), Nicholas Linde (Vice President of Advancement, University of Nebraska Foundation), Jacquline Schweighart (Vice President, Board and Donor Relations/Secretary to the Board, University of Illinois Foundation), Deb Cornelius (Executive Director, West Chester University Foundation)

Competencies: Integrity and Professionalism, Business and Financial Acumen, Industry or Sector Expertise, Strategic Thinking, Leadership

Experience Level: Level 6 - Leadership/Transforming Seasoned Professional

Learning Objectives:

  • Participants will have a strong grasp on the current ecosystem of hiring and compensation in the advancement/affiliated foundation arena.
  • Participants will have observations from advancement/foundation leaders on the hiring and compensation trends they are experiencing.
  • Participants will be enabled to make better hiring and compensation decisions in their respective operations.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Personnel/Human Resources
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

CASE Debate Club: ESG investing in institutional portfolios.

CASE Debate Club: ESG investing.

Speakers: Katherine Mawer (Senior Vice President, FEG Investment Advisors), Jeffery Mills (President and CEO, University of Maine Foundation), Tim O'Donnell (Senior Vice President, FEG Investment Advisors)

Competencies: Industry or Sector Expertise

Learning Objectives:

  • Participants will be able to better understand the ESG landscape. This will help them understand what peers are considering and doing.
  • Participants will be able to better defend their current ESG strategy, on both sides of the argument.
  • Participants will have memorable & tangible ESG investing takeaways to share with their respective teams, committees & stakeholders.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

11:15 AM - 12:15 PM ET

Your Community, Your College: Make the Case for Your Community College Foundation

How can community colleges begin attracting philanthropy that measures up to their growing footprint?

Speakers: Togo Travalia (Senior Associate, Steege Thomson Communications, Inc.), Dolores Swirin-Yao (Executive Director, WCC Foundation, and Vice President, External Affairs, Westchester Community College)

Competencies: Relationship Building, Industry or Sector Expertise, Strategic Thinking, Leadership

Experience Level: Level 4 - Senior/experienced Mid-Career

Learning Objectives:

  • Create highly effective, flexible, customizable donor communications that show all facets of their college's impact and maximize their foundation's role in attracting philanthropy and building partnerships to deepen that impact.
  • Use foundation-driven messaging to make the case for a community college as the best investment, among all higher education institutions, in a region's vitality and wellbeing, now and into the future.
  • Better deploy storytelling and authentic voices from across the community as essential elements in their foundation's advancement communications toolkit.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Communications and Marketing
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

3:15 PM - 4:15 PM ET

Increasing Alignment with Institutional Priorities

Finding the right alignment of institutional priorities and fundraising priorities is mission critical for success.

Speakers: Mark Marshall (Principal and President of Philanthropic Counsel, BWF)

Competencies: Relationship Building, Industry or Sector Expertise, Strategic Thinking, Leadership

Experience Level: Level 6 - Leadership/Transforming Seasoned Professional

Learning Objectives:

  • Gain insights into navigating the process of aligning institutional priorities.
  • Understand the opportunity to build ownership of philanthropy.
  • Help shape the process of aligning priorities at their institution.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Business Management & Organization
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

Navigating Cryptocurrency Acceptance

Despite recent volatility, cryptocurrency continues to be used and looks to be here to stay.

Speakers: MIchelle Bolger (VP for Financial Operations/Controller, University of Illinois Foundation), Ginny DeSanto (CFO and Treasurer, ASU Enterprise Partners), David Garcia (Head of Treasury Services for Healthcare, Higher Education, and Nonprofit Industries, J.P. Morgan Chase Bank)

Competencies: Business and Financial Acumen, Industry or Sector Expertise, Strategic Thinking, Leadership

Experience Level: Level 6 - Leadership/Transforming Seasoned Professional

Learning Objectives:

  • Describe different ways to accept cryptocurrency donations and what should be considered when identifying the optimal route for their institution.
  • Evaluate benefits and risks of accepting cryptocurrency donations.
  • Leverage solutions and learnings from leading foundations that are accepting cryptocurrency donations.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

The Leadership Factor: Why Some Fundraising Professionals Always Succeed

No longer is it enough to be the best fundraiser in the room.

Speakers: Amy Lampi (Associate Vice President, BWF)

Competencies: Integrity and Professionalism, Relationship Building, Emotional Intelligence, Strategic Thinking, Leadership

Experience Level: Level 6 - Leadership/Transforming Seasoned Professional

Learning Objectives:

  • Identify at least five key attributes for creating a strong leader in advancement.
  • Gain insight on determining the difference between a leader and a manager of an fundraising program.
  • Discover their own leadership style through a series of questions for further reflection.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Personal Development
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

4:30 PM - 5:30 PM ET

Developing a Case Statement for Donors Committed to Social Justice & Equity Action

This session will explore barriers related to Inclusive Philanthropy and strategic data gathering, with discussion focused on collaboration across the university and advancement.

Speakers: Maia McGill (Senior Executive Director, Foundation Relations- Executive Director, FIU Foundat, Florida International University)

Competencies: Global and Cultural Competence, Relationship Building, Strategic Thinking, Leadership

Experience Level: Level 6 - Leadership/Transforming Seasoned Professional

Learning Objectives:

  • Participants will be able to recall the steps to identifying initiatives gaps at the institutional and college/unit levels.
  • Participants will be able to recall the steps to identifying need-based funding to support initiatives gaps by target populations over the next three years.
  • Participants will be able to recall the steps to creating a case statement outline utilizing tools provided.

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer
Friday, April 14 2023

9:00 AM - 10:15 AM ET

5 Levers for 5% Real Returns

FEG’s Kathryn Mawer & higher education endowment/foundation leader will share 5 key tactics for weathering uncertain markets.

Speakers: Katherine Mawer (Senior Vice President, FEG Investment Advisors)

Competencies: Industry or Sector Expertise, Strategic Thinking

Learning Objectives:

  • Participants will be able to understand what levers can be used in an uncertain investment landscape to weather the storm and continue to build intergenerational equity for their endowment/foundation.
  • Participants will be able to understand the current state of capital markets, including the impact of inflation and rising interest rates.
  • Participants will be able to take clear and tangible ideas back to their respective endowment/foundation.

CPE Credit: Attendees can earn up to 1.5 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

Data Informed Decisions through CASE Insights

Do you want to be a data informed leader?

Speakers: Deborah Trumble (Senior Director, Research, Council for Advancement and Support of Education)

Learning Objectives                                                                                

  • Learn about the latest advancement trends across the United States drawn from data gathered and analyzed from multiple CASE surveys.
  • Learn about the importance of following clear standards and guidelines for counting and reporting gifts.
  • Learn about recent and future developments in fundraising data and benchmarking.

CPE Credit: Attendees can earn up to 1.5 CPE credits at this session.

  • Program Level: Basic
  • Field of Study:  Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group live
  • Element of Engagement: Question & Answer

 

Strengthening the Foundation/College Relationship via Campaign Planning

The Ivy Tech Foundation utilized a campaign planning process to create a closer working relationship between the Foundation and the College.

Speakers: Courtney Roberts (President, Ivy Tech Foundation, Inc.), Becky Miller (Vice President Philanthropy, Ivy Tech Foundation, Inc.), Angela White (Senior Consultant and CEO, Johnson, Grossnickle & Associates)

Competencies: Relationship Building, Industry or Sector Expertise, Strategic Thinking, Leadership

Experience Level: Level 6 - Leadership/Transforming Seasoned Professional

Learning Objectives:

  • Identify strategies and best practices to strengthen the partnership between the foundation and college leadership during campaign preparation, implementation, and evaluation.
  • Describe key steps in integrating the work of campaigning with the foundation and the college to strengthen both internal and external relationships.
  • Understand the importance of aligning planning strategies, implementation steps, and key messages around shared strategic priorities.

CPE Credit: Attendees can earn up to 1.5 CPE credits at this session.

  • Program Level: Basic
  • Field of Study: Business Management & Organization
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group Live
  • Element of Engagement: Question & Answer

 

10:30 AM - 11:30 AM ET

Market Outlook

Is the US economy in the midst of recovery or is recession on the horizon?

Speakers: Jim Solloway (Chief Market Strategist and Senior Portfolio Manager, SEI Investments Company)

Learning Objectives:                                                                                

  • Learn about the current state of the global economy and its potential implications for public higher education and college and university foundations
  • Discuss macroeconomic fundamentals and their relationship to policy development
  • Learn how the market outlook could affect investment returns in the short- and long-term

CPE Credit: Attendees can earn up to 1.2 CPE credits at this session.

  • Program Level: Overview
  • Field of Study: Economics
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group live
  • Element of Engagement: Question & Answer

 

11:30 AM - 12:15 PM ET

The View from Washington

The conference closes with a discussion of what (if any) legislative activity foundation leaders can expect from our nation’s capital in 2023.

Speakers: Brian Flahaven (Vice President, Strategic Partnerships, CASE)

Learning Objectives:                                                                                

  • Learn the current federal legislative developments affecting higher education and regulatory landscape for tax issues, including an outlook for the remainder of the year
  • Hear about the Biden Administration’s legislative and regulatory priorities and what that means for colleges, universities, and their foundations.
  • Learn how to strengthen your foundation’s relationship with your institution’s government relations staff.

CPE Credit: Attendees can earn up to 1 CPE credit at this session.

  • Program Level: Overview
  • Field of Study: Specialized Knowledge
  • Advanced Preparation: None
  • Prerequisites: None
  • Delivery Method: Group live
  • Element of Engagement: Question & Answer

The Council for Advancement and Support of Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.