CASE District V 40th Annual Conference, Dec. 2014

Sheraton Hotel & TowersDecember 14–16, 2014

40TH ANNUAL CONFERENCE

District V

40th Annual Conference

OnBase by Hyland provides your Advancement Services department withone centralized location to gather, organize and manage the information crucial to non-profit organizations. With more time to focus on high-value tasks —like facilitating fundraising, gift processing and relationship management—Advancement staffworks towards supporting organizational goals, not hunting down information.

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www.casefive.org 1

Access attendee list and session presentations at: conference.casefive.org/presentations District V

www.casefive.org 1

Welcome to the 40th Annual CASE District V Conference!Basic conference information. ....................................4Registration info, lost and found, info desk, and more conference essentials.

40th Annual Conference Grand Opening ...................9

40th Annual CASE V Conference Grand Luncheon ....14 Saturday/Sunday .......................................................17Pre-conference workshops, sessions, breaks, and more.

Monday .....................................................................29Roundtables, sessions, and special events.

Tuesday .....................................................................47Roundtables, sessions, and closing luncheon.

CASE V Special Recognitions & Annual Report .....60–63

Hotel maps .......................................................... 75–76Your guide to navigate through the Sheraton.

Exhibit Hall ................................................................76Find out about the exhibitors and consultants at this year’s conference.

Exhibitor List ..............................................................77

We need your help ...................................................84Got an idea for the district’s next conference? Complete our form and help us make the 2015 conference another great CASE V experience!

2 www.casefive.org

Access attendee list and session presentations at: conference.casefive.org/presentations

Greetings, and welcome to the 40th Annual CASE V Conference! For four decades we have hosted one of the largest gatherings of advancement professionals in the country. Here in the windy city of Chicago you have the opportunity to learn not only from qualified and experienced presenters, but also from the many colleagues who surround you.

The conference planning committee has spent the past year preparing for this magnificent event, working to ensure that each and every attendee has a valuable experience. It is our goal that you take away something new to use in your endeavors at your home institution.

Our keynote speakers, Chris Spielman and Dan Pallotta, have years of philanthropic experience and are eager to share these experiences with you. Whatever your specific field, there will be something you can glean from

their inspirational success stories.

One of the aspects of the conference we hope you especially enjoy this year is the social interaction you will have with the other attendees. We have several gathering spots throughout the hotel complete with Wi-Fi connectivity for your networking purposes.

This year’s conference has shaped up to be an outstanding celebration of the collective advances we have made to our profession throughout the past 40 years.

Here’s to the continued development of our institutions, and by extension, collegiate students across our region. Together, we make the world stronger.

April Novotny 2014 Conference Chair Assistant Vice President for Development Capital University

Novotny

Welcome to the 40th Annual CASE V Conference!

Share your conference insights withcolleagues by using the Twitter andInstagram hash tag #CASEV when youtweet and/or post photos.

District V

www.casefive.org 3


Gold Level Sponsor

Silver Level Sponsors:

Bronze Level Sponsors:

Circle of Excellence:

Thank you to our sponsors!

www.attend.com/CASE-DV-2014

aspenleadershipgroup.com

Supporting Exceptional Careers

In Philanthropy



In Philanthropy

4 www.casefive.org


Coat checkIt’s available on the Lobby Level across from theGift Shop. Cost is $2 per coat. No coats will be kept at the Registration Desk. Coat check will be open shortly before, during, and shortly after conference meeting hours and functions:

Sunday, Dec. 14 8 a.m.–8 p.m.Monday, Dec. 15 7:15 a.m.–7 p.m.Tuesday, Dec. 16 7 a.m.–3:30 p.m.

Registration DeskThe registration desk is on the River Exhibition Hall Promenade on Level 1 of the Sheraton. Get conference information, check on ticket availability for the Grand Luncheon, and more.Hours are: Saturday, Dec. 13 9 a.m.–2 p.m. Sunday, Dec. 14 8 a.m.–5:30 p.m. Monday, Dec. 15 7 a.m.–4:30 p.m. Tuesday, Dec. 16 7:30 a.m.–12 p.m.

Wear your name badge!Be sure to wear your name badge during the conference. You must have a name badge to be admitted to sessions, events, and the Exhibit Hall. Your name badge and ticket also will be required at the Grand Luncheon Tuesday. Guest/spouse name badges for the Exhibit Hall are available for $50 at the Registration Desk on Level 1.

Check-in/Check-outHotel check-in time is 3 p.m. Check out on Tuesday,Dec. 16, is extended to 2:30 p.m.

Special Access NeedsThe Sheraton Chicago Hotel & Towers has accommodations and amenities to assist persons with special needs.

Lost and foundIf you lose conference materials or personal items, or if you find something to be turned in, stop by the conference concierge desk located on Level 4.

Conference concierge deskGet conference information and make suggestions. Find out where to conduct business meetings or dine. Also lost and found, volunteer for CASE V in 2015, or leave a message for other attendees. Drop by the desk on Level 4.

Dining at the Sheraton

Shula’s Steak House — Open from 5 p.m. to 12 a.m. Enjoy “Shula cut” steaks and fresh seafood at one of the top steak houses in America. Shula’s is famous for serving the “Biggest and the Best” Certified Angus Beef® steaks. Named for Don Shula, the winningest coach in NFL history, the décor includes pictures and game balls from the Miami Dolphins ’72 perfect season.

LINK@Sheraton Café — Open daily from 6 a.m.–5 p.m. Located just one level below the lobby, LINK@Sheraton Cafe is the place to connect. Enjoy a variety of salads, sandwiches, paninis, soups, breakfast pastries, and coffee. Free wireless, free workstations, and online printing for hotel guests.

ChiBar — Open daily from 4 p.m. to midnight. Kick-off your p.m. in style with espresso and cappuccino martinis. Located in the Hotel Lobby.

LB Bistro and Patisserie — Open daily from 6:30 a.m.–2 p.m.

Room Service — Room service is open for breakfast 6 –11 a.m. every day and dinner/late night 4 p.m.–12 a.m. Sunday through Thursday; 4 p.m.–2 a.m. Friday and Saturday. Just phone in your order.

Welcome to downtown Chicago!CASE V is proud to continue our tradition of being in the third largest city in the country and a highlight of the Midwest, the city of Chicago. We are also pleased to continue our partnership with the Sheraton that continues to offer excellent meeting space and is within walking distance

Sheraton Chicago Hotel & Towers is within walking distance of the Loop, shopping on the Magnificent Mile and Navy Pier. Inside the hotel, you’ll find 1,200 rooms and suites, along with meeting rooms and an exhibit hall. It all overlooks the river, the lake, and the distinctive Chicago skyline.

The Sheraton has restaurants and lounges, (see below) a full-service business center, and a health club featuring free weights, fitness machines, dry sauna, massage therapy, and an indoor pool.

Basic conference information

Refreshment breaks Between sessions, relax! Come to the Exhibit Hall, Level 1, to enjoy complimentary refreshments and talk with colleagues, exhibitors, and consultants. (Sunday afternoon break is on Level 4 in the lobby area.)

Computer/Wi-Fi accessStay connected via Wi-Fi at The Link@Sheraton Café, open on Level 2. Wi-Fi is also available on the Lobby Level, Ballroom Level, and the Exhibit Hall on Level 1.

District V

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Roundtables: Small groups, big ideas!Meeting over breakfast and lunch, these focused small-group discussions continually yield great contacts and new ideas. See the daily schedules for a listing of topics and facilitators.

Roundtables are scheduled Monday 7:45–8:45 a.m., Monday 12–1 p.m. and Tuesday 7:45–8:45 a.m. in the Exhibit Hall, Level 1. Coffee, juice, and pastries will be provided free of charge during the morning roundtables. Monday lunch will be available for purchase in the Exhibit Hall.

Attending a Roundtable?To help with discussion, each roundtable is limited to 10 participants. A designated facilitator will keep the discussion moving. Roundtables fill up quickly — sign up in advance in the Exhibit Hall, Level 1. See map on page 76.

Monday’s Exhibit Hall lunch menu Whether you’re attending a roundtable or just need a quick lunch in the hotel, a cash-and-carry lunch line will be open in the Exhibit Hall from noon–1 p.m. Monday. Choose from a variety of sandwiches or salads ranging from $8–$11, sides ranging from $3–$5, and drinks $5 each.

40th Annual CASE V Conference passport daily drawingEnter each day to win prizes during the conference breaks in the Exhibit Hall, Level 1.

HOW TO PLAY: Take a new card each day and visit any eight exhibitor booths, get signatures, booth number, and company name to be entered for prize drawings.

Place your completed card in the box located at the Exhibit Hall entrance. Remember to include your name and institution on your card!

Drawings will be:

1. Sunday evening Exhibit Hall opening2. Monday morning roundtables3. Monday morning break4. Monday lunch break5. Monday afternoon break6. Tuesday morning roundtables7. Tuesday morning break

Winners will have three minutes to claim their prize after their name is first announced at the front of the Exhibit Hall.

Winners must be present to win.

NETWORKING DINNERS WILL BE HELD SUNDAY AND MONDAY. You can sign up at the Conference Concierge Desk, Level 4, Dutch treat.

The groups wil meet at the Conference Concierge on the Ballroom Level 30 minutes before your dinner reservation. Reservation times vary between 6 and 7 p.m.

Roundtables sponsored by

Inside the Exhibit Hall

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CONFERENCE COMMITTEE MEMBERS

Adames

Kocher Rampson

Rice Riemenschneider

Hattemer

ErskineEngebretsonEdmond

CooperBaileyAnderson

Novotny Harraman Anderson

Dalton

Johnson

State

Zollinger

Williams

Beadle

April Novotny Conference Chair Assistant VP for

Development Capital University

Josh Harraman Program Chair Director — Alumni and

Constituent Engagement The Ohio State University

Alumni Association

Ivan Adames Executives Institute

Track Chair Executive Director,

Schools & Programs Northwestern University

Kara Anderson Roundtables Chair Director of Alumni

Engagement Otterbein University

Michael Anderson Pre-Conference

Programs Chair

Martin Bailey Floor Manager Director of Major Gifts,

Greater Detroit Region University of Michigan

Jenni Beadle Development Track

Co-chair Director of Annual Giving St. Paul Academy and

Summit School

Mark Cooper Producer Vice President

for Marketing Ohio Dominican

John Dalton Communications/

Web Track Co-chair Director of

Communications and Marketing

Indiana University East

Myla Edmond Food and Beverage Director of Marketing

and Communications College of Arts and Sciences

Western Michigan University

Mark Engebretson Marketing Chair Director of

Communications University of Minnesota

Libraries

Kim Erskine Personal Development

Track Chair Consultant Episcopal Church

Foundation

Ted Hattemer Communications/

Web Track Co-chair Assistant VP Interactive

Communications The Ohio State University

Chad Johnson Alumni Track Co-chair Vice President of

Engagement Purdue Alumni Association

Andrew Kocher Advancement Services

Track Chair Executive Director

of Development University of Indianapolis

Nancy Rampson Development Track

Co-chair Director of Development Columbia College

of Chicago

Sharon Rice Alumni Track Co-chair Assistant Director of

Alumni Relations College of Wooster

Peter Riemenschneider District Web Manager Electronic

Communications Manager University of Minnesota

College of Science and Engineering

Tim State Volunteers/Conference

Concierge/Evaluations Associate Vice President of

Alumni and Community Engagement

Lake Forest College

Lynne Williams Resource Center Director of Marketing

and Communications University of Wisconsin–

Superior

Jana Zollinger Registrar Director of Development Western Michigan

University


AHI Travel’s 2015 educational tour line-up offers exciting opportunities to explore destinations around the globe in ways that connect your alumni and friendsto the people, places and cultures. From exotic locales in distant lands to in-depthjourneys to more familiar destinations, you will find a comprehensive and expansivevariety of programs — all exclusively designed for the educated and curious traveler. Campus Abroad, Small Group, International Explorations, Discovery, Immersion… we feature a variety of concepts to appeal to the varied interests of your sophisticated audience. All of these programs take advantage of our vast experience, strong local relationships and the latest on-site intelligence to forgethe very best programs for your travelers. Best of all, our dedicated team of travelexperts, the very best professionals in the industry, stand ready to serve youralumni association and your travelers.

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CASEV_FP_AD_2014_Layout 1 11/6/14 9:42 AM Page 1

OnBase by Hyland provides your Advancement Services department withone centralized location to gather, organize and manage the information crucial to non-profit organizations. With more time to focus on high-value tasks —like facilitating fundraising, gift processing and relationship management—Advancement staffworks towards supporting organizational goals, not hunting down information.

Learn More at OnBase.com/Advancement »

SIMPLIFY YOUR ORGANIZATION’S

ADVANCEMENT OPERATIONS

District VAccess attendee list and session presentations at: conference.casefive.org/presentations

SUNDAY KEYNOTE:

DAN PALLOTTADan Pallotta founded Pallotta TeamWorks, the organization that created the multi-day charitable event industry with the AIDS Rides and Breast Cancer 3-Days. Pallotta’s work brought the practice of four-figure philanthropy within the reach of the average citizen who had never raised money for charity before in their lives.

More than 180,000 people of all shapes, sizes, and backgrounds participated in these inspiring, often grueling, long-distance events that raised $582 million in nine years — more money raised more quickly for these causes than any private event operation in history. Three million people donated to the events.

Pallotta is the Chief Humanity Officer of Advertising for Humanity, which helps foundations and philanthropists grow their favorite grantees, helps consumer companies humanize their brands, and helps nonprofit organizations integrate their brands with their being. He also founded the Charity Defense Council, a national leadership organization dedicated to changing the way the donating public thinks about charity.

4 p.m. Welcome Session and Keynote Address

Chicago Ballrooms VI and VII5–7 p.m. Networking Reception/

Exhibit Hall Opening

7 p.m. Networking Dinners

9 p.m. CASE After Hours

in the ChiBarStart out right by:

• Welcoming the district’s newcomers and top new professionals.

• Reacquainting yourself with colleagues — and meeting new ones.

• Winning some great door prizes. (Must be present to win.)

After Sunday’s afternoon sessions...

Grand Opening

DAN PALLOTTA


Stop by the Liberty Mutual booth and fi nd out why we are the most chosen Auto and Home Insurance program in the alumni marketplace.

Responsibility. What’s your policy?®

More than 700 alumni associations reward their alumni with exclusive savings on their insurance.

Is yours one of them?

Coverage provided and underwritten by Liberty Mutual Insurance Company and its affi liates, 175 Berkeley Street, Boston, MA. AFF 568 2012/10

10 www.casefive.org

CASE V ExtrasIn addition to learning in the traditional settings of track sessions and keynotes, CASE V folks know there’s much to be gained from each other in a more relaxed setting. You can learn from each other professionally and get to know each other personally at all of these events.

Networking Dinners Join your CASE V colleagues for a festive networking dinner at one of several great local restaurants on Sunday and Monday evenings. Review the list of restaurants and sign up at the Conference Concierge desk on the Ballroom level. Dutch treat.

CASE V After Hours Join us at 9 p.m. on Sunday night at the ChiBar in the hotel lobby. Relax and catch up with colleagues at the end of a busy day. Yoga Practice in Action Wake up and empower yourself by starting the day with yoga Monday and Tuesday morning at 7 a.m. This class is open to anyone with yoga experience or those interested in trying yoga for the first time. Instructor assistance and multi-level modifications will be available. Wear comfortable clothing and start your day right by participating in this session.

Stay Fit!That’s right, work off last night’s dinner at Sheraton Fitness or exercise outside in Chicago’s fickle December weather. The hotel has a state-of- the-art fitness center powered by Core performance. Find it on the 7th floor. Access to the fitness center is complimentary and available 24 hours a day. Before going, customize your fitness plan at www.sheratonfitness.com. Committee on Opportunity and Inclusion Reception Please join us for the Opportunity and Inclusion reception in the Fountainview Room located in the lobby Monday evening at 6 p.m. Meet fellow colleagues, share ideas, and remember to bring your business cards. All are welcome.

Watch for your evaluation email!Your feedback on the conference is important for conference planning. Your comments, ideas and suggestions will help shape next year’s conference.

Don’t miss out! An overall conference evaluation form also will be sent to you via email after the conference. Take time to complete it and get a chance to win a stay at the Sheraton Chicago Hotel & Towers!

Plan Ahead!Here are the dates for the upcoming CASE V conference at the SheratonChicago Hotel & Towers:• Dec. 12–15, 2015• Dec. 10–13, 2016


We’re excited to announce that the CASE V Conference has gone mobile using Guidebook.

We encourage you to download our mobile guide to enhance your experience at the CASE V Conference. You’ll be able to plan your day with a personalized schedule and browse exhibitors, maps and general information.

The app is compatible with iPhones, iPads, iPod Touches and Android devices. Win-dows Phone 7 and Blackberry users can access the same information via our mobile site at guidebook.com/guide/27976

To get the guide, choose one of the methods below:

• Download ‘Guidebook’ from the Apple App Store or the Android Marketplace

• Visit http://guidebook.com/g/casev2014 from your phone’s browser

• Scan the following image with your mobile phone (QR-Code reader required, e.g. ‘Red Laser’, ‘Barcode Scanner’)

The guide will be listed under the “Download Guides” section of the application, where you can search for “CASE District V.”

Download the CASE V Conference App!

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MONDAY EXTRASAwards Celebration/ Business Meeting

Monday, Dec. 15 4:15–6 p.m.

Sheraton Chicago Ballroom

Pride of CASE V Awards Reception & Presentation and CASE District V Business Meeting

6 p.m Fountainview Room

Opportunity and Inclusion Reception

7 p.m Networking Dinners

Executives Institute Luncheon

The Main Course for Executives Lessons from the Ivory Tower: The Perspective of a Fundraiser Turned Faculty Member

Monday, Dec. 1511:45 a.m.–1:15 p.m. | Colombus A and B Pre-registration required


THE PRIDE OFCASE DISTRICT V

AWARDS PROGRAM

The basic act of raising money has not changed much over the years — we still identify prospects, cultivate them, ask them, thank them, and steward them. But much is changing in how the donors look at the sector and choose to engage with us. Liz Livingston Howard spent almost 20 years on the front line of fundraising and the last 10 years as part of the faculty of the Kellogg School of Management at Northwestern. As our luncheon keynote, she will share her “Lessons from the Ivory Tower,” drawn from research and experience with MBA students and nonprofit executives.

— Liz Livingston Howard, Clinical Associate Professor of Management, Director of Non-Profit Executive Education Kellogg School of Management at Northwestern University


Executive Luncheon sponsored by

Awards Program sponsored by

WE’RE MORE THAN FUNDRAISERS, WE’RE RELATIONSHIP MANAGERS

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DIRECT MAILEMAIL TELEPHONE CROWDFUNDINGDATA ENRICHMENT

Let us help you build solid relationships with your constituents at every stage of the engagement cycle.

View our webinars, white papers, and case studies at www.ruffalocody.com/fmresources.

360RCStop by our booth for a

chance to win a FREE RC360

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RC360 Fundraising Analytics Report

NONPROFIT RULE #13:

FRIENDING ALUMNI ONFACEBOOK DOES NOT QUALIFYAS CULTIVATION.

(877) 957-0000 TOLL-FREE • www.campbellcompany.com

After 38 years, we’ve learned the rules for engaging alumni—through strategies both new and old. From providing expert guidance in advancement planning, fundraising or communications to helping your organization recruit the brightest talent, Campbell & Company brings together the people, resources and ideas you need for success.

SHARE YOUR RULE! Visit booth #7 to submit your nonprofit rule and you could win a free iPod!

14 www.casefive.org

Share your conference insights with colleagues by using the Twitter and Instagram hashtag #CASEV when you tweet and/or post photos.

CASE V Grand Luncheon Note: Conference name badges and a lunch ticket will be required at the door.

Tuesday, Dec. 1611:45 a.m.–1:30 p.m.Chicago Ballrooms VI and VII

Featuring the 2014 Chief Executive Leadership Award and the Distinguished Service Award

Closing Speaker

CHRIS SPIELMAN Chris Spielman was a two-time All American at linebacker for The Ohio State University Buckeyes. He played 11 years in the NFL for the Detroit Lions, Buffalo Bills, and the Cleveland Browns. Spielman represented the Detroit Lions in four Pro Bowls, including an NFC Championship Game appearance, and was named the team’s defensive MVP in 1993 and 1994. Spielman was inducted into the College Football Hall of Fame in 2009.

Currently, Spielman is a college football analyst with ESPN and a professional speaker, but he said his most important role, besides being a father, is that of a “Cancer Warrior.” Spielman continues the fight that he and his late wife, Stefanie, started together shortly after her first diagnosis of breast cancer.

Over the years, more than $15.4 million has been raised for the Stefanie Spielman Fund for Breast Cancer Research and the Stefanie Spielman Patient Assistance Fund. Spielman chronicled his experiences in his 2012 book, “That’s Why I’m Here.” Spielman said that his life has order: faith, family, and community — and that he lives it daily in that order.

Note: $25 registration is required.

CHRIS SPIELMAN

Drawing for Grand Luncheon: Recapture the magic of the holidays as you step into scenes that glitter with fairytale charm. Begin your adventure in Paris, the City of Lights, for three nights. Then, travel to beautiful Luxembourg before boarding your first-class river cruise in Bernkastel, Germany.

Then enjoy the sights and tastes of cruising the beautiful Rhine River Valley, stopping along the way to explore the quaint towns and their historic Holiday Markets. Your program includes the chance to shop at holiday markets in France, Luxembourg, and Germany; three nights in a deluxe hotel in Paris; accommodations on a first-class river cruise; an extensive meal plan featuring wine with dinner; and flights to and from Chicago’s O’Hare airport.

Must be present to win


District V

On behalf of District V,

THANK YOU JOHN for your vision, leadership and dedication.

CASE is a stronger organization because of you.

Congratulations on your retirement — we look forward to building upon your legacy.

All of us at Johnson, Grossnickle andAssociates are deeply saddened bythe unexpected loss of our colleagueand friend Kris Kindelsperger, SeniorExecutive Consultant at JGA for 14years.

JGA would like to commend Kris forhis dedication to CASE V for nearlythree decades. We commit ourselvesto carrying on the good work Kris sofirmly embraced – assisting nonprofitsin advancing their missions, values,and goals.

jgacounsel.com

In Memoriam

your guide in philanthropy

Saturday/Sunday

Access attendee list and session presentations at: conference.casefive.org/presentations user name: casev password: Chicago2014

1025 Kirkwood Parkway SW | Cedar Rapids, IA 52404

800.756.7483 | ruffalocody.com/fundraising

FREE

consultation.

Access to new industry

research and white papers.

THE TOP 3 REASONS TO STOP BY THE

RUFFALOCODY BOOTH

1

Win a FREE

RC360 Fundraising

Analytics Report

(a $5,000 value).

360RC

2

3

Saturday At-A-GlanceDecember 13, 2014 10 a.m.–5 p.m. Institute for New Professionals Michigan Rooms A and B — Level 2

Sunday At-A-GlanceDecember 14, 20148:30–11:30 a.m. Master Sessions

Academic Brands, Perspectives on SuccessMississippi Room — Level 2

Don’t Kiss on the First Date: Practical Tips for New and Aspiring Major Gifts FundraisersHuron Room — Level 2

Fundraising Challenges and Responses in an Era of Higher Ed TurmoilColorado Room — Level 2

High-Quality Work on a Meager BudgetMissouri Room — Level 2

Opportunity Granted: How Web-Based Events and Social Media Raised $7.5M in 24 Hours!Erie Room — Level 2

Using Hollywood Storytelling Principles to Advance Your University MessageOhio Room — Level 2

1 p.m. Conference Programming Begins!

1–2 p.m. Program Emphasis Session I

2–2:30 p.m. Networking Break 2:30–3:30 p.m. Program Emphasis Session II

3:30–4 p.m. Networking Break and Refreshments — Level 4

4 p.m. Welcome Session and Keynote Address Chicago Ballrooms VI and VII

5–7 p.m. Networking Reception/Exhibit Hall Opening


9 p.m. CASE V After Hours

ADVANCEMENT SERVICES1–2 p.m.

New Technology for Advancement — What Works and What to Avoid Michigan Room A — Level 2

2:30–3:30 p.m.Forging the Holy Grail: Combining Engagement, Enthusiasm, and Capacity to Build a Pipeline of Potential DonorsMichigan Room A — Level 2 ALUMNI1–2 p.m.

Get That Job! Career Programming for Students and AlumniSheraton Ballroom I — Level 4

Recent Grads: A GOLDen OpportunitySheraton Ballroom II — Level 4

2:30–3:30 p.m.

Engaging Young Alumni: A Strategic ApproachSheraton Ballroom I — Level 4

Recruit to Alumni: Breaking Down University SilosSheraton Ballroom II — Level 4

Small Alumni Shops: 90-Second Tips Sharing ForumSheraton Ballroom III — Level 4

Satu

rday

/Su

nday

Sunday Afternoon Sessions

Executives in advancement

Advancement services

Remember to turn off cell phones as you enter sessions.

Sessions subject to change.

Access attendee list and session presentations at: conference.casefive.org/presentationsuser name: casevpassword: Chicago2014

COMMUNICATIONS1–2 p.m.

The Power of Video Storytelling Superior Room A — Level 2

2:30–3:30 p.m.

Penn State Web Redesign Project Superior Room A — Level 2

The Strategic Storyteller’s Field Guide to Creating High-Impact Video Superior Room B — Level 2 DEVELOPMENT 1–2 p.m.

Too Big to Be Small — Too Small to Be BigChicago Ballroom X — Level 4

The Art of the Introductory E-mailChicago Ballroom IX — Level 4

One-Day Giving Campaigns: Using a Project-Based Model to Increase Dollars and DonorsChicago Ballroom VIII — Level 4

2:30–3:30 p.m.

Increase Donors and Dollars: Boost Annual Giving with Strategic Direct MarketingChicago Ballroom IX — Level 4

Keep Calm and Navigate Your Way Through A Successful Donor VisitChicago Ballroom X — Level 4

The Collaborative Approach: Improving Productivity Through Innovative Staffing and PartnershipsChicago Ballroom VIII — Level 4

EXECUTIVE INSTITUTE1–2 p.m.Experience Leadership: A Transformational Journey From GettysburgMayfair Room — Level 2

2:30–3:30 p.m.

There Are Other Ways — Capital Partnerships Between the Offices of Finance and Advancement Mayfair Room — Level 2

PERSONAL DEVELOPMENT1–2 p.m.

Master’s PreferredHuron Room — Level 2

Mix-n-Mingle: How to Work a Room and Individuals for Impact!!Missouri Room — Level 2

2:30–3:30 p.m.

Understanding Yourself and Others through Temperament TheoryMissouri Room — Level 2










HIGHLIGHTS INCLUDE:• Keynote with esteemed CASE International President John Lippincott

• Practical tips on how to make the most of this conference and how to be successful in our profession

• Roundtables by discipline — led by top advancement professionals in the district

• Lunch with the CASE V Board of Directors

Hear from accomplished advancement professionals about what it means to thrive in this profession and what it takes to be successful. Whether your focus is alumni, development, communications or advancement services, get the essential foundation to begin your advancement career.

Also, create an initial, personal network of advancement professionals. You’ll be immersed in the nuts and bolts of a profession that prides itself on building relationships and social networking to advance our respective institutions.

— Adam Shames, Founder and President The Kreativity Network

— Josh Harraman, Director — Alumni and Constituent Engagement The Ohio State University

— April Novotny, Assistant Vice President for Development Capital University

— Annette Lamb, Senior Director of Development, Student Success Purdue University

— David Lasater, Associate Vice President for Advancement Purdue University/Purdue Research Foundation

— Ronnie Plasters, Associate Director, Alumni Relations & Development University of Chicago

— Morrel Wax, Assistant Director, Corporate & Foundation Miami University

— Julia Kuntz, Manager Fundraising Western Michigan University

— Rachel Esterline Perkins, Associate Director of Public Relations Central Michigan University

Saturday 10 a.m.–5 p.m.Michigan Room A and B — Level 2

Pre-registration required

The CASE Institute for New Advancement ProfessionalsWhether advancement is your first job or a recent career change, this program is for you. Network with wonderful advancement professionals from across District V!

Annette Lamb

Rachel Esterline Perkins

Adam Shames

Ronnie Plasters

David Lasater Josh Harraman

Morrel Wax

April Novotny

Julia Kuntz

www.casefive.org 19

20 www.casefive.org


Share your conference insights with colleagues by using the Twitter and Instagram hash tag #CASEV when you tweet and/or post photos.

Sunday Master Sessions | 8:30–11:30 a.m.

Academic Brands, Perspectives on SuccessMississippi Room — Level 2No matter the size of your institution, brand is something we all manage daily. Learn about several diverse approaches, identify where your institution fits on the spectrum of brand management, and learn how your peers define success. Perhaps most importantly, leave being able to confidently ‘talk brand’ with your campus colleagues.

— Scott Ochander, Vice President for Enrollment and Marketing Manchester University

— Sara Simcox, Assistant Director for Research and Planning Penn State

— Laurie Jorgensen, Director, Marketing & Creative Services College of DuPage

— Nikia Reveal, Creative Director The Ohio State University

Fundraising Challenges and Responses in an Era of Higher Ed TurmoilColorado Room — Level 2Higher education in the United States is going through a period of unprecedented turmoil and disruption —with challenges involving cost pressures, critics of higher education, accountability mandates, student loan debt issues, declines in student numbers and home equity loans to help fund educational cost, MOOCs and online education, for-profit institutions, and much more.

While advancement professionals have not specifically been involved in the development of this disruption, they are increasingly being asked to address its financial implications — and those — are significant.

How and why this disruption occurs — and how advancement professionals can respond — is the focus of this master session, the latter half of which is an interactive discussion follows in the second half.

— Gerald Schorin, Fundraising Consultant

Sarah Lawrence College— Charles Raspberry, Vice President

of Advancement Sarah Lawrence College

Don’t Kiss on the First Date: Practical Tips for New and Aspiring Major Gifts FundraisersHuron Room — Level 2There are many important things to do not only to prepare for a first date but also to consider before attempting the first kiss. The same concept relates to what we do in development with potential donors: 1) Having all the arrows aligned before

your first visit,

2) Getting to know your donor before the first ask,

3) Making the one degree of difference with your donor to make their experience memorable.

This collaborative and interactive master session will focus on providing new and aspiring development officers practical tips within the most important areas of your job. Identifying and prioritizing prospects, securing and preparing for the visit, conducting the visit, the ‘ask,’ and appropriate follow-up. This session delves into each of these best practices and includes role playing with several different major gift scenarios that development officers may face.

David Lasater and Annette Lamb have worked at multiple areas at Purdue University, most recently in Student Affairs and the Office of the Provost. Other areas they have worked in include Central Development, Office of the President, Business School, College of Engineering, and Black Cultural Center. Their presentation offers practical tips to help you be successful, no matter the type of institution you work for or if you are in annual giving or major gifts.

— Annette Lamb, Senior Director of Development, Student Success Purdue University

— David Lasater, Associate Vice President for Advancement Purdue University/Purdue Research Foundation

Master Sessions are three-hour sessions on Sunday morning, which take a more in depth look at a topic and requires registration and an additional fee of $75.

www.casefive.org 21


Sunday Master Sessions | 8:30–11:30 a.m.

High-Quality Work on a Meager BudgetMissouri Room — Level 2Is it possible to do good, even award-winning, work on a small budget? This three-part session opens the books on budgets. In part one, we’ll arm you with the facts and figures you need to make your case to save or improve the alumni magazine or move that annual report online. Learn what to cut when money’s tight, what to save, and how to make big improvements for less. In part two, we discuss how to set reasonable goals based on your budget and staff size, find allies in your quest for more money, work efficiently with your funds, and set up an effective student-worker program. In part three, it’s time for a little group therapy! We address your biggest budget woes and tackle the projects and problems that are keeping you up at night.

— Teresa Scalzo, Director of Creative Services Carleton College

— Phoebe Larson, Principle Phoebe Larson, LLC

Opportunity Granted: How Web-Based Events and Social Media Raised $7.5M in 24 Hours!Erie Room — Level 2 On April 30, 2014, Purdue University held Purdue Day of Giving; a 24-hour online-based fundraising event that encouraged the entire Purdue community — faculty, staff, students, alumni, parents and friends — to come together, support their favorite unit, and help win prizes in matching funds. The event raised $7.5 million from 6,500 gifts and drew contributors from 15 countries — including China, Australia, and Uzbekistan — and all 50 states.

Learn how Purdue gained buy-in, cooperation, and coordination from more than 45 units, interacted with consultants and unified a system with one core message. A panel comprising the primary planning committee will share lessons learned. Vice President of Development Amy Noah will moderate the panel, which includes Annual Giving staff members Amber Turner and Kate Jolly, Assistant Vice President for Operations Greg Kapp, Communications Director Lisa Tally, representatives, Josh Golden and Charles Coxe, from Story Worldwide, a marketing firm based in New York City.

— Amy Noah, Vice President of Development Purdue University

— Amber Turner, Assistant Director, Annual Giving Purdue University

Using Hollywood Storytelling Principles to Advance Your University MessageOhio Room — Level 2We all know that storytelling is powerful. But how do you do it right — so that it captures your audience’s attention, delivers an emotional experience, and ultimately, drives action? In this session, award-winning filmmaker Joshua Seftel, Northwestern University’s Natasha DiPrima and Princeton University’s Susan Fou share their success applying Hollywood storytelling techniques to capital campaign films. Using case studies, supporting film footage, and insightful dialogue between the presenters, audiences will come away with a better understanding of the key areas of impact that transform marketing objectives into emotional experiences, and what it takes from a practical and managerial standpoint to undertake this type of media campaign.

Audiences will gain a fresh perspective on what makes powerful storytelling work and how to create more engaging content that alumni and donors want to hear, and walk away with a clearer understanding of what it means to work with a full-service production company on a large-scale film campaign.— Natasha DiPrima, Executive Director,

Marketing and Communications, Alumni Relations and Development Northwestern University

— Susan Fou, Associate Director, Digital Media Princeton University

— O’Neil Outar, Vice President of Advancement University of Alberta

— Joshua Seftel Independent Film Maker

22 www.casefive.org


ADVANCEMENT SERVICESNew Technology for Advancement — What Works and What to Avoid

Michigan Room A — Level 2Every day you see an advertisement for a new app or technology that will make all your difficulties disappear. This session will seek to determine which apps present a viable solution to meet the growing needs of your program and which apps will provide little return on your investment. Lynne Wester will lead an interactive discussion and answer questions to help you determine which apps works best your program.

— Lynne Wester, Director of Alumni Programs and Engagement University of North Carolina at Charolette

Sunday Afternoon Sessions | 1–2 p.m.

ALUMNIGet That Job! Career Programming for Students and Alumni

Sheraton Ballroom I — Level 4We believe we best engage our alumni when we continue our relationship with them for the reasons they chose the Western experience in the first place — to get a job and further their career. Although there can be a place for social activities, we choose to focus on career-related programming.

“Get That Job” has been a successful annual program created to address job search needs and serve our technical college alumni during the economic downturn. Little did we realize how this would evolve into the very popular student/teacher/alumni activity it is today. Learn how the right people were brought into the project for maximum engagement and how this fits in the overall Alumni Association plan.

— Sally Emerson, Alumni & Foundation Manager Western Technical College

ALUMNIRecent Grads: A GOLDen Opportunity

Sheraton Ballroom II — Level 4 Universities welcome hundreds of new graduates to their respective alumni communities each year. Many of these schools struggle with identifying means of properly and efficiently engaging their young alumni. In just three years, the University of Michigan–Dearborn transitioned its young alumni engagement program from nonexistent, to a crucial and successful component of its alumni relations strategy.

At UM–Dearborn, recent alumni are involved in all aspects of campus life. Its recent alumni board, Graduates of the Last Decade (GOLD), has created campus traditions, welcoming hundreds of guests to their programs. Young alumni have matriculated to leadership positions in volunteer boards. Recent graduates have assisted with alumni communication efforts.

During this session, members of the UM–Dearborn alumni community will present on topics such as preparing students to be active alumni volunteers, tailoring communication practices to Millennials, creating an effective young alumni board, and developing meaningful programs and traditions.

— Jason Davis, Alumni Relations Coordinator University of Michigan

Advancement track sponsored by Alumni track sponsored by

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COMMUNICATIONSThe Power of Video Storytelling

Superior A— Level 2 Everyone loves a good story and a great video, but how do you use that story to create a video? With the explosion of multimedia outlets, colleges and universities need to understand the power of video storytelling. More importantly, they need to understand how to create engaging content that brings personal stories that appeal to target audiences in this over-saturated market and how to position this content strategically on a website and social platforms. Ultimately, creating real connections with prospective students, donors, alums, and friends strengthens relationships and raises brand awareness of the institution

At Saint Xavier University, we have been continually evolving our storytelling through video to create authentic and dynamic connections with our audience. In this presentation, we will explain the process and guidelines we have developed when considering what stories make great videos; where to find the content, budget, time, and money; internal buy in; how to develop a call to action; and how to incorporate video into an integrated marketing strategy.

— Robert Tenczar, Vice President of Marketing and Communications, Saint Xavier University

— Kyle Dunleavy, Digital Media Manager, Saint Xavier University

DEVELOPMENTToo Big to Be Small — Too Small to Be Big

Chicago Ballroom X — Level 4Lessons learned from experiences in very large and not so large institutions. Observations will be shared — some serious, some not so serious — that will inspire you to: be more resourceful, have more fun, make a bigger impact, and be more successful for your institution, regardless of your budget, staff, or others’ expectations.

— Jenn Callahan, Associate Vice President, Development and Alumni Relations Western Michigan University

— Jim Thomas, Vice President, Development & Alumni Relations Western Michigan University

DEVELOPMENTThe Art of the Introductory E-mail

Chicago Ballroom IX — Level 4 Development is about building relationships, but each one requires a first step. And let’s face it... not everybody wants to hear from the development office. Phone calls often go unanswered, thwarted by caller ID, but e-mail can be an effective way to explain why a meeting would be worthwhile. Join us — as an experienced development officer, with a writing background, shares his strategy for securing visits with those who have not previously been engaged.

— David M. Williams, Senior Director of Development for the School of Chemical Engineering

Purdue Research Foundation

DEVELOPMENTOne-Day Giving Campaigns: Using a Project-Based Model to Increase Dollars and Donors

Chicago Ballroom VIII — Level 4 A one-day giving campaign is a great way to mobilize and engage your donors and create a sense of urgency to give. Learn how Augsburg College used a decentralized, project-based model to raise 12 times more dollars from four times as many donors over the previous year’s giving day. By creating smaller fundraising projects for a variety of initiatives, you can achieve greater results and buy-in from a wider audience of prospects.

— Martha Truax, Director of Annual Giving Augsburg College— Benjamin Krouse-Gagne, Assistant

Director of Annual Giving Augsburg College— Mariana Gallo Llorente, Annual Giving Intern Augsburg College

More Sunday Afternoon Sessions | 1–2 p.m. on next page 4

Development track sponsored byCommunications track sponsored by

24 www.casefive.org


EXECUTIVE INSTITUTEExperience Leadership: A Transformational Journey From Gettysburg

Mayfair Room — Level 2Often times, leadership is best learned by looking to successful leaders of the past. In this session, you will be transported to a time when some of our country’s greatest leaders emerged — on the battlefield at Gettysburg. Join Brad Alge, who holds a doctorate in Organizational Behavior and Human Resource Management — on the heels of the 151th anniversary of Lincoln’s Gettysburg Address — for a brief glimpse of a transformational leadership journey that will improve your leadership acumen and be remembered for the rest of your life.

— Brad Alge, Associate Professor of Management Purdue University


PERSONAL DEVELOPMENTMaster’s Preferred

Huron Room — Level 2“Master’s degree preferred.” How many times have these three words on a job posting stopped you from advancing your career? If you are considering pursuing a graduate degree, this session is for you! We will explore different types of graduate programs that are a good fit for advancement professionals; discuss the differences between online and on-campus graduate programs; and analyze the value proposition of earning a graduate degree early vs. midcareer. This session will also feature a panel of advancement professionals who will share real-world advice about the challenging, but rewarding, balancing act that going back into the classroom requires.

— Elizabeth McGreal Cook, Director of Training & Employee Engagement

University of Illinois at Urbana-Champaign— Christy Devocelle, Vice President for

Development Services University of Illinois Foundation— Wayne P. Webster, Vice President

for Advancement Ripon College

PERSONAL DEVELOPMENTMix-n-Mingle: How to Work a Room and Individuals for Impact!!

Missouri Room — Level 2Participants who attend this session will be exposed to the nuances of working a room for personal and institutional impact. This interactive session will teach participants how to appropriately enter and exit a conversation, initiate topics of conversation, and understand the subtle cues around emotional intelligence and why it matters! In the landscape of fundraising, there is huge potential for mutual gain when we connect to individuals at their level. Proper social etiquette and conversation is paramount in effectively building your brand and relationships, and seeing returns on your investments. This session will explore self-awareness, self-management, social awareness, and relationship management.

— Kathleen Powell, Assistant Vice President, Student Affairs and Executive Director of Career Development College of William and Mary

— Steve Crawford, Director, Alumni Relations Denison University


Executives track sponsored by

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ADVANCEMENT SERVICESForging the Holy Grail: Combining Engagement, Enthusiasm, and Capacity to Build a Pipeline of Potential Donors

Michigan A Room — Level 2 This session will cover how Oregon State utilized a unique combination of engagement, enthusiasm, and capacity to build pipelines for its successful $1B campaign. The program is scalable for any size institution, and attendees will learn how to construct each of these parts to create their own system based on their needs.

— Mark Koeing, Senior Director for Advancement Services Oregon State University Foundation

ALUMNIEngaging Young Alumni: A Strategic Approach

Sheraton Ballroom I — Level 4 In the past five years, the Central Michigan University Alumni Association has initiated and implemented a Young Alumni Board (YAB) of Directors. Learn about the steps that CMU took to form the board from the ground up and the benefits that have resulted from having an engaged and enthusiastic young alumni board.

The YAB focuses on programming and outreach for young alumni nationwide. Through a Young Alumni Regional Fellow program, we are able to execute young alumni events throughout the nation in partnership with our Chapters and Clubs. We will discuss the best practices and strategies of this program and how to keep the volunteer energy and spirit alive.

— Annie Sanders, Associate Director of Alumni Relations Central Michigan University

— Rachel Blizzard, Assistant Director of Alumni Relations Central Michigan University

Sunday Afternoon Sessions | 2:30–3:30 p.m.

ALUMNIRecruit to Alumni: Breaking Down University Silos

Sheraton Ballroom II — Level 4 The University of Evansville’s Recruit to Alumni initiative is a campus-wide collaboration to build stronger affinity among UE alumni toward the University, starting with the recruitment process and maintaining communications with students from freshman to senior year, and beyond. Many great collaborations and relationships have been formed between the Office of Alumni and Parent Relations and other campus departments. These relationships have led to a better understanding of the student experience at UE and what role each department plays in that overall experience. Achieving campus-wide participation will always be a work-in-progress, however through this initiative and diligent work from the Office of Alumni and Parent Relations, campus silos are beginning to come down.

Staff from UE’s Office of Alumni and Parent Relations will tell their story and discuss why alumni relations professionals are the perfect people to take the lead in establishing stronger ties across campus.

— Sylvia DeVault, Director of Alumni and Parent Relations University of Evansville

ALUMNISmall Alumni Shops: 90-Second Tips Sharing Forum

Sheraton Ballroom III — Level 4 Alumni shops at smaller educational institutions face many challenges. Among them: limited budgets and small departments. Still, many small alumni shops are thriving! They hold very successful social/educational events and tackle many projects throughout the year. What event or project has your small shop undertaken in the last few years that might be successful at other institutions?

Attend our forum and share your experiences — good and bad! — in a 90-second tip! All of us in smaller alumni shops can use new ideas and benefit from the lessons learned from fellow professionals. By the time you leave, you should be armed with many new ideas from other small alumni shops. Contact information and a summary of the shared ideas will be available on the CASE V website after the conference.

We will have candy, giveaways, and lots of ideas, so we hope to see you at the 90-Second Tips Sharing Forum. In small shops, we all benefit when we share and work together!

— Tisha Bruemmer, Alumni Relations Good Samaritan College of Nursing and Health Sciences

— Adrian Aldrich, Executive Director of Development and Alumni Affairs North Central College

— Kimberly Michaelson, Director of Alumni Relations National Louis University

— Mary Jo Kathman, Dean of Student/Alumni Services Good Samaritan College of Nursing and Health Science


26 www.casefive.org


COMMUNICATIONSPenn State Web Redesign Project

Superior Room A — Level 2Relaunching a university’s home on the web is always a major undertaking. This presentation discusses how one University tackled the challenge.

In September 2011, the University Marketing Council, chaired by Associate Vice President for Strategic Communications Cynthia B. Hall, charged a university-wide team with the redesign of Penn State’s web presence, including the institution’s homepage and subpages. A partnership between University Marketing and Information Technology, the Penn State Web Presence Redesign project undertook the challenge of rebuilding a 10-year-old website from the ground up, leveraging this channel as a strategic marketing space for the first time. This allowed Penn State to tell its story to 800,000 unique external visitors monthly by highlighting its brand strengths: academics, research, global, and the Penn State experience.

Launched February 14, 2013, the redesign of the Penn State web presence fundamentally changed the university’s web strategy. The Penn State homepage is now a space that reflects who we are, prioritizes user experience over administrative structure, raises awareness of the academic and research profile of the institution, elevates the presence of the campuses, provides a strong sense of place, and is fully responsive to meet the needs of a mobile society.

— Clair Poletti, Assistant Director for Digital Media Marketing Penn State University


COMMUNICATIONS The Strategic Storyteller’s Field Guide to Creating High-Impact Video

Superior Room B — Level 2Video is a great way to share stories and reinforce strategic messages. But it can be risky — how do you know if your great idea is really a great idea for video? Whether you’re working with a video producer or shooting on your own, how can you spot mistakes that could lead to a boring video? And most importantly, how can we become stronger, more strategic video storytellers creating video for different platforms? Like a good Field Guide, this session will provide lots of great examples, info on strategic planning, production tips, and editing advice.

— Dan Kim, Executive Director, Office of Communications & Marketing, College of Engineering University of Michigan

DEVELOPMENTIncrease Donors and Dollars: Boost Annual Giving with Strategic Direct Marketing

Chicago Ballroom IX — Level 4Join us to find out how colleges and universities are using strategic direct marketing to increase active donor numbers and net revenue significantly. You’ll hear how the Wisconsin School of Business at UW–Madison is taking advantage of this approach to help improve fundraising results and increase overall alumni engagement. We’ll also provide results from a national study of alumni that reveals what makes their alma maters a priority for charitable giving.

— Kirsten Karlen Everspaugh, Managing Senior Director of Development Wisconsin School of Business

— Synthia Reader, Associate Strategic Leader Royall & Company, Advancement Services

DEVELOPMENTKeep Calm and Navigate Your Way Through A Successful Donor Visit

Chicago Ballroom X — Level 4Are you a newcomer to development and want to learn how to build lasting and meaningful relationships with your donors? Join this interactive session and explore the donor visit. Learn how to develop a win-win approach to conducting a successful visit and quickly build rapport with your prospects. You will walk away from this session with an outline of how to conduct a visit, how to tell ‘your’ story, and tips on what you should always do and say during visits.

— Jeri Patricia Gabbert, Vice Chancellor for University Advancement and External Affairs Indiana University Northwest

Communications track sponsored by Development track sponsored by

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DEVELOPMENTThe Collaborative Approach: Improving Productivity Through Innovative Staffing and Partnerships

Chicago Ballroom VIII — Level 4With increasing demands on Institutional Advancement to demonstrate ROI, many institutions are forced to develop creative solutions to the traditional advancement staffing model. This session will explain how the advancement division at Otterbein University, a small, liberal arts institution, improved collaboration and productivity to increase its Annual Giving over the past four years by 30%. We will explain our strategic plan and methodology, including cross-campus initiatives, so attendees can implement these alumni engagement and fundraising ideas at their own organizations.

— Kara Pickler, Director of Development for Constituent Engagement Otterbein University

— Matthew D’Oyly, Director of Annual Giving and Constituent Communication Otterbein University

EXECUTIVE INSTITUTEThere Are Other Ways — Capital Partnerships Between the Offices of Finance and Advancement

Mayfair Room — Level 2What is today’s relationship like between your Advancement Office and your Finance Office? What was it like before the Great Recession? As the education sector emerges from these difficult economic times, many universities, colleges and private schools are facing a backlog of capital needs. Presidents and boards are placing the responsibility to find a solution on these two offices. Generally, the mandate eventually comes down to either “find a way to raise the money” or “find a way to get it financed.” The changing dynamics of our sector make both solutions a greater challenge than ever before.

How do today’s Advancement Professionals begin the conversation with our colleagues in the Finance Office to co-author a solution? This session will share some details of our work together and other relevant case studies.

We will cover the basic concepts around today’s institutional debt markets and how decisions you make in structuring your next campaign can impact, in positive and negative ways, the creditworthiness of your institution. This creditworthiness becomes a common goal for both offices, and the organization as a whole.

Discussion topics include: strategic planning, credit ratings, capital needs planning, gift and debt policy, philanthropic and debt capacity, fiscal pro forma utilization, and going to market for the dollars.

— Heather Riddle, Vice President for Advancement Augsburg College

— Casey Breen, Senior Vice President Blue Rose Capital Advisors

— Erik Kelly, President Blue Rose Capital Advisors

PERSONAL DEVELOPMENTUnderstanding Yourself and Others through Temperament Theory

Missouri Room — Level 2 Do you ever wonder what others are thinking and why they react so very differently in life’s various situations? Why does my coworker become stressed out when I bend the rules? Why is it so difficult to connect with that professor? How can I best motivate my employee? Understanding our own personality or temperament creates a self-awareness that allows for better decision-making and relationships.

Understanding how distinctively different the temperaments of others can be improves our ability to communicate and more accurately interpret the reaction of others. Using simple diagnostics, research, and open dialogue, we will explore the world of temperament theory. You will leave with the tools to better understand yourself and others.

— Jennifer Burkle, Business Initiatives Manager & VP Wells Fargo

Development track sponsored by Executives track sponsored by



In Philanthropy





Monday

ADVANCEMENT SERVICES9–10 a.m.

Building a Customized Donor Stewardship PlanMichigan Room A — Level 2

10:30 –11:30 a.m.

Automate, Innovate, Don’t Hate: The New School of Prospect ResearchHuron Room — Level 2

1:30–2:30 p.m.

Making the Most of Your Campaign Closing EventMichigan Room B — Level 2

3–4 p.m.

Integrating Prospect Development Staff into the Overall Advancement TeamMichigan Room B — Level 2

ALUMNI9–10 a.m.

Asking the Right Questions: Using Proper Survey Techniques to Learn from AlumniSheraton Ballroom I — Level 4

The Consumerism of Alumni RelationsSheraton Ballroom II — Level 4

10:30–11:30 a.m.

Starting and Maintaining an Annual Homecoming at a Community CollegeSheraton Ballroom II — Level 4

Young Alumni and Students: Laying the Foundation for Lifelong Engagement and GivingSheraton Ballroom I — Level 4

1:30–2:30 p.m.

Successful Events On A Shoestring BudgetSheraton Ballroom II — Level 4

Collaboration, Not Competition: Mximizing Resources for Better PartnershipsSheraton Ballroom II — Level 4

3–4 p.m.

Advising Student Alumni Groups: Lessons LearnedSheraton Ballroom II — Level 4

Kick-Starting International Alumni Relations Sheraton Ballroom III — Level 4

Monday Sessions

COMMUNICATIONS9–10 a.m.Get It Done in the Sun! Strategic Marketing for Summer SemesterSuperior Room B — Level 2

Social Media Outreach in Advancement: The Data Shows How to Overcome Barriers and Get ResultsMichigan Room B — Level 2

10:30–11:30 a.m.

Charting a CourseMichigan Room A — Level 2

Print: It’s Not Dead — It’s Undead. Resurrecting Print in a Digital AgeSuperior Room A — Level 2

1:30–2:30 P.M.

Centralized DecentralizationSuperior Room B — Level 2

Social Media and Marketing Practices That Nonprofits Can Learn from Food TrucksSuperior Room A — Level 2

3–4 P.M.

360.24: A Day in the Lives of SpartansMayfair Room — Level 2

A Warm Buckeye Welcome: Introducing Ohio State’s 15th PresidentSuperior Room A — Level 2

Many Media, One VoiceSuperior Room A — Level 2

Monday At-A-Glance 7:30–9 a.m. Morning Starter in Exhibit Hall (coffee, juice, fruit, and baked goods) FREE!Exhibit Hall — Level 1

7:45–8:45 a.m. Roundtables

9–10 a.m. Program Emphasis Session III

10–10:30 a.m. Networking Break

10:30–11:30 a.m. Program Emphasis Session IV

11:45 a.m. Cash-and-carry lunch line opens in resource center

11:45 a.m.–1:15 p.m. Executive Institute Luncheon*

12–1 p.m. Roundtables

1:30–2:30 p.m.Program Emphasis Session V

2:30–3 p.m. Networking Break

3–4 p.m. Program Emphasis Session VI

4:15–6 p.m. Pride of CASE V Awards Reception & Presentation and CASE District V Business Meeting

6 p.m.Opportunity and Inclusion Reception


9 p.m. CASE V After Hours

* Pre-registration required for this luncheon event.




Mon

day

DEVELOPMENT 9–10 a.m.

Building and Growing a Successful Sustainer ProgramChicago Ballroom VII — Level 4

Master the Art and Science of Discovery: Where Fundraising BeginsChicago Ballroom IX — Level 4

10:30–11:30 a.m.

Communication Strategies Before, During, and After a CampaignChicago Ballroom X — Level 4

Crowdfunding in Higher Education: Digital Storytelling and the Rise of Online GivingChicago Ballroom VIII — Level 4

The Simulated Cocktail Party: Philanthropy Training that Works for the Entire OrganizationChicago Ballroom IX — Level 4

1:30–2:30 p.m.

Breaking into the Business: Transforming Your Current Skills to Success in DevelopmentChicago Ballroom IX — Level 4

Calamities in Fundraising: When Everything Right Suddenly Goes WrongSheraton Ballroom I — Level 4

Engaging the Millennials: Strategies and Tactics for Building Relationships with Gen Y AlumniChicago Ballroom VIII — Level 4

3–4 p.m.

Key Principles of Major Gift OfficersChicago Ballroom X — Level 4

Leaning Together: The Story of a New Model for Women’s Programs in AdvancementChicago Ballroom IX — Level 4

Student Philanthropy Awareness Day: The Good, the Bad, and the UglyChicago Ballroom VIII — Level 4

* Pre-registration required for this luncheon event.

Monday Sessions





EXECUTIVE INSTITUTE9–10 a.m.

Bringing in the Cavalry: Best Practices for Working with ConsultantsMayfair Room — Level 2

10:30–11:30 a.m.

My Biggest Management Challenges — Tales from the FieldMayfair Room — Level 2

11:45 a.m.–1:15 p.m.

Executives Institute Luncheon*Michigan Rooms A & B — Level 2

1:30–2:30 p.m.

International Fundraising: Successes, Failures, and Lessons Mayfair Room — Level 2

PERSONAL DEVELOPMENT7–8 a.m.YogaColumbus Rooms A and B — Level 3

10:30–11:30 a.m.Using Your TechnologyMissouri Room — Level 2

1:30–2:30 p.m.Extinguishing BurnoutMissouri Room — Level 2

3–4 p.m.Becoming a MentorHuron Room — Level 2

TrendSpotting: Efficiently Harnessing Employee Creativity and VoiceMissouri Room — Level 2


www.casefive.org 31

Monday Morning Roundtables | 7:45–8:45 a.m. | Exhibit Hall

ALUMNIBest Practices for Managing Alumni as Volunteers and Committee Members— Peggy Pattison, Director of Alumni Relations

University of Michigan, Dearborn

ALUMNIBuilding Relationships on Campus and Breaking Down Silos— Sylvia DeVault, Director of Alumni

and Parent Relations University of Evansville

DEVELOPMENTCapital Campaigns and Athletics: Leveraging Athletics to Support University Campaigns— Mark Schoenl, Assistant Athletic Director

for Development, Director of Major Gifts for MSU Athletics/Spartan Fund Michigan State University

COMMUNICATIONSConstructing an Effective Cross-Media Campaign— Jayson Wold, Client Advisor

John Roberts DEVELOPMENT Development Strategies for Independent Schools— Jenni Beadle, Director of Annual Giving

St. Paul Academy and Summit School COMMUNICATIONSExplaining the Benefits of Marketing and PR to Your Internal Audience— Rick Kubetz, Senior Communications Specialist,

Engineering Communications Office University of Illinois

ALUMNI Making the Most of Your Campaign Closing Event— Brett McLaughlin, Director, IU Foundation

Indianapolis Marketing Indiana University Foundation

DEVELOPMENT One-Day Giving Challenges— Madeleine Smith, Annual Fund Director

Franklin College DEVELOPMENTPhonathon 101: The Ins and Outs of a Successful and Sustaining Program— Robyn Maher, Associate Director

of Annual Giving and Alumni Relations Illinois College

ALUMNIReunions: Making The Most of a Captive Audience— Lori Burrows, Associate Director, Reunion

& Leadership Programs, Annual Fund Denison University

DEVELOPMENTStewardship Acknowledgment Programs— Elizabeth McGreal Cook, Director

of Training and Employee Engagement University of Illinois at Urbana–Champaign

DEVELOPMENTTalent Management of Veteran Fundraisers— Stephanie Mizer, Recruitment Coordinator

The Ohio State University

DEVELOPMENTTelling the Untold Story of Unrestricted Impact— Lynne Wester, Director of Alumni Operations

University of North Carolina–Charlotte

DEVELOPMENTThe Passport Chronicles — Lessons, Ideas and Adventures in Global Engagement— Brodie Remington, Senior Director

of Internationl Giving and Engagement University of Michigan

— Ivan Adames, Executive Director, Alumni Relations & Development Northwestern University

DEVELOPMENTTracking Major Gift Officer Performance— Chris Higgins, Assistant Dean for Advancement

University of Illinois College of Law ALUMNITry Alumni and Student Speed Mentoring for Instant Impact— Laurel Mallon, Director of Alumni

and Donor Relations, School of Nursing University of Minnesota


Small groups, big ideas! Meeting over breakfast and lunch in the Exhibit Hall, these focused, small-group discussions continually provide great networking opportunities and generate new ideas that you can take home and implement on your campus.


32 www.casefive.org


PERSONAL DEVELOPMENT Yoga

Columbus Rooms A and B — Level 3 Wake up and empower yourself with yoga! This class is open to anyone with yoga experience or those interested in trying yoga for the first time. Instructor assistance and multi-level modifications will be available. Wear comfortable clothing.

Monday Morning Sessions | 9–10 a.m.ADVANCEMENT SERVICESBuilding a Customized Donor Stewardship Plan

Michigan Room A — Level 2While each and every benefactor to an institution is necessarily valued and deserving of appropriate acknowledgment and recognition efforts, those who have given at the most significant levels to an organization require extra care and consideration in the stewardship arena. As such, this presentation will explore the requirements, challenges, and benefits inherent to creating and managing a distinct stewardship program for top donors, and equip attendees with relevant knowledge for application to their own organizations and institutions.

— Mary Fisher, Director of Special Events and Stewardship University of Notre Dame

ALUMNIAsking the Right Questions: Using Proper Survey Techniques to Learn from Alumni

Sheraton Ballroom I — Level 4Research tools such as surveys and questionnaires are great ways to learn how to better serve our alumni. With online services like Survey Monkey and Qualtrics readily available, anybody can put together a quick project to assess how alumni want to be solicited, what events they would attend, or what services should be provided through the alumni association. However, improperly conducted research can have disastrous results on your institutions if bad data is used when making policy or operational decisions. This session will cover the basics of survey design and implementation to assist advancement officers who wish to make assessments a meaningful piece of the operations.

Several topics will be explored to help both the novice and the experienced researchers in designing projects covering all areas of advancement and alumni relations. Examples include question wording and formatting, the different types of survey questions to consider, how to determine who receives your survey, and basic data analysis. Even if participants do not have a research background, the practical information presented in this session will allow them to easily conduct their own projects and advance their institutions’ program.

— J. Travis McDearmon, Associate Director of Development Indiana University

Monday Morning Sessions | 7–8 a.m.


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ALUMNIThe Consumerism of Alumni Relations

Sheraton Ballroom II — Level 4Bringing the basic elements of consumer behavior theory to our profession is essential in today’s world of alumni relations. Simply depending on the emotional connection alumni have for their institution(s) is no longer sufficient for long-lasting engagement. Alumni relations is a business about consumption, and alumni must be analyzed based on their behaviors. Change the way you look at your alumni, and the way alumni look at alumni relations, and you will create an environment of success for everyone.

— Tim Tormoen, Assistant Executive Director of Alumni Engagement and Outreach University of Maryland

COMMUNICATIONSGet It Done in the Sun! Strategic Marketing for Summer Semester

Superior Room B — Level 2 “Summester” can be the most underutilized and overlooked time on a college campus. The lights are on but the classrooms are empty. However, filling up classrooms is a win-win for both the institution and the student. Students who take summer classes are more likely to not only persist to graduation, but to do so at a quicker rate. This presentation addresses the challenges in retaining current students during summer and developing a strategic plan that produces a significant increase in credit hours.

— Carol Branson, Marketing Specialist Indiana University Southeast

— Graham Gohmann, Lead Multimedia Designer Indiana University Southeast

COMMUNICATIONSSocial Media Outreach in Advancement: The Data Shows How to Overcome Barriers and Get Results

Michigan Room B — Level 2 What social media strategies and tactics work best to reach your alumni and other important constituents? We’ll pose that and other key questions in this session, which draws on insights from research gained in two studies of social media in advancement. This was the fifth year that CASE, Huron Education, and mStoner conducted the Survey of Social Media in Advancement, which in 2014 focused on fundraising and the use of social media by higher education CEOs. And this year, researchers Stephanie E. Bor, Ph.D., at the University of Colorado Denver and Anna Weiderhold, Ph.D, at the University of Nevada, Reno, conducted a separate study of the use of social media among university alumni associations.

This session will focus on the lessons from both studies, emphasizing how to deploy strategies and tactics to overcome barriers and achieve success from social media initiatives aimed at alumni, donors, and other key audiences.

— Jennifer Mack, Senior Researcher Huron Consulting Group

— Michael Stoner, President mStoner, Inc.

— Stephanie E. Bor, Visiting Scholar University of Colorado Denver

More Monday Morning Sessions | 9–10 a.m. on next page4

Alumni track sponsored by Communications track sponsored by

Monday Morning Sessions | 9–10 a.m.

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DEVELOPMENTBuilding and Growing a Successful Sustainer Program

Chicago Ballroom VIII — Level 4Developing a successful recurring giving program has a high return on investment. Sustainer programs can increase average donor gift amount and retain inconsistent donors of all ages. Leave this session armed with compelling data, fun marketing ideas, straightforward “how to’s” and front and back end obstacles to watch out for. If you are from an institution with an active sustainer program, come and share your experiences during the open portion of this presentation.

— Danielle Nelson, Director of the Annual Fund Macalester College

— Deborah Derringer, Director of Gift Administration & Advancement Records Macalester College

Monday Morning Sessions | 9–10 a.m.EXECUTIVE INSTITUTEBringing in the Cavalry: Best Practices for Working with Consultants

Mayfair Room — Level 2 There are many cases when you will need to hire an outside consultant — lack of institutional expertise, limited internal bandwidth, resistance within the organization, or just a need for a different viewpoint. In this panel discussion, we will explore best practices for working with a consultant and examine common misperceptions, such as how to maximize value, and examine case studies from a range of institutions. The discussion and Q&A will be led by a group of senior advancement professionals with experience on both sides of the relationship — from the consultant’s point of view to that of the advancement officers.

— Matthew TerMolen, Associate Vice President and Campaign Manager Northwestern University

— Edith Falk, Chair Campbell and Company

DEVELOPMENTMaster the Art and Science of Discovery: Where Fundraising Begins

Chicago Ballroom IX — Level 4Identifying new donors to develop your prospect pipeline is a critical component of a high-achieving fundraising program. In this presentation, we will explore the discovery process, including how to successfully secure and conduct first-time meetings and how to understand the nuances and challenges of frontline fundraising. Join us for a lively and informative session designed for fundraisers “stuck” in the discovery phase and individuals interested in moving to the frontline.

— Caitlin Callahan, Director of Regional Advancement Indiana University Foundation

— Erika Carey, Senior Associate Director of Major Gifts Northwestern University

— Trajan Dubiel, Assistant Director of Development Michigan State University

Networking Break10–10:30 a.m.Exhibit Hall

Development track sponsored by

Alumni track sponsored by


Networking Break sponsored by

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ADVANCEMENT SERVICESAutomate, Innovate, Don’t Hate: The New School of Prospect Research

Huron Room — Level 2 What happens when a research department stops being so rigid and starts to think strategically? They tend to stray away from “traditional” research deliverables and start finding new ways to support the fundraising cycle. This presentation will be an overview of how nontraditional research deliverables have reshaped our research department’s position in strategic conversations within our organization. Single Source Ratings, liquidity scores, inclination and influence scores, automated profiles, and event blurbs have propelled our team into a strategic force that drives fundraising instead of chases it.

— John McBride, Associate Director, Prospect Research University of Chicago

— Chiayi Tsui, Analyst University of Chicago

ALUMNI Starting and Maintaining an Annual Homecoming at a Community College

Sheraton Ballroom II — Level 4It is no secret that community college athletic programs struggle with student and employee engagement, not to mention the challenges of creating a culture of enthusiasm and prestige of university athletic programs. This does not have to be a roadblock! This session will dive into the details of creating a successful homecoming event, whether for one day or one week, for any size community college with athletics. We will discuss key ways to develop partnerships within the community college structure that will help with planning.

It’s all about school spirit, so join us if you are looking to begin, or to enhance, your community college homecoming!

— Andrew J. Lathrop, Manager of Alumni Relations Lansing Community College

ALUMNIYoung Alumni and Students: Laying the Foundation for Lifelong Engagement and Giving

Sheraton Ballroom 1 — Level 4How can we increase student awareness about the importance of giving back? How can we inspire our community with the success stories of young alumni? How can we build bridges between students and young alumni?

In the spring of 2012 these were the questions being asked by Miami University’s advancement team. Through a joint effort from the alumni and development staffs, three new initiatives have been implemented and have seen fantastic early returns.

In this session, we will share our experience with launching an award-winning student-awareness campaign, a young alumni council, and a young alumni recognition program. This session is for you if you want to learn about the frameworks that inspired these programs and about the ways you can adopt them for your institution.

— Jonathan Moore, Assistant Director, Alumni Chapters & Groups Miami University

— Caroline McClellan, Assistant Director of Development, Annual Giving Miami University

Monday Morning Sessions | 10:30–11:30 a.m.

More Monday Morning Sessions | 10:30–11:30 a.m. on next page4

FEATURED SPEAKERS Kathleen Loehr and Debra Mesch Fundraising: A Paradigm Shift for the 21st Century10:30–11:30 a.m.

Sheraton Ballroom IIIStand-alone women’s philanthropy programs remain few and far between in higher education 25 years after the first program was conceived at the University of Wisconsin–Madison. Institutions have yet to leverage the untapped resources that women bring to philanthropy. It is time to shift efforts to a holistic approach that integrates women in all facets of the institution’s engagement strategy, both within the development operation and across campus. Rather than one individual taking responsibility for growing women’s philanthropy, this vision invests that responsibility among a broad range of leaders, alumni and development staff, and marketing and communications teams. This systemic change will raise more money, improve decision-making, enrich leadership, grow long-term donors, and transform the fundraising culture to become more relational and mission-focused. As a result, women will stand as equal partners in philanthropy.

Kathleen Loehr is CEO at Kathleen Loehr & Associates. Debra Mesch, Ph.D., is Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. She is also Professor of Public and Nonprofit Management in the School of Public and Environmental Affairs at Indiana University-Purdue University Indianapolis.

Kathleen Loehr

Debra Mesch

Advancement track sponsored by

Alumni track sponsored by

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COMMUNICATIONSCharting a Course

Michigan Room A — Level 2Everyone has seen the data and heard the stories. So what’s next? This session is designed to help you answer that question. We will provide a 32,000-foot view on 10 strategies that will positively move your institution ahead in these challenging times. We will look at visioning, brand marketing, identifying new academic programs, managing your academic portfolio for growth, identifying additional sources of revenue, fundraising, and other topics. This promises to be a fast-moving, engaging session.

— Mark Cooper, VP for Marketing and Public Relations Ohio Dominican University

— Bob Sevier, Senior VP, Strategy Stamats

COMMUNICATIONSPrint: It’s Not Dead — It’s Undead. Resurrecting Print in a Digital Age

Superior Room A — Level 2We’ve all heard it...that print is dead. We also know that is not quite true — alumni still want a magazine; prospective students still want a shiny viewbook. It’s definitely alive — it’s just living in a different life form that needs to be fully integrated with your marketing strategy. This presentation talks about how to create a magazine or major print piece that serves as a content and brand marketing gateway and is integrated with digital communications — a tool to underpin your key messages, serve as a content marketing ballast and drive traffic to your digital media. It will touch on creating dynamic content for your publication; content marketing: (companion emails, web content and social media; and measurement).

— Libby Eckhardt, Chief Communications Officer College of Arts and Sciences The Ohio State University

DEVELOPMENTCommunication Strategies Before, During, and After a Campaign

Chicago Ballroom X — Level 4This session will discuss proven communication and donor strategies during a campaign. You will hear examples of proven successful strategies at both small and large institutions, and current campaign trends. Embarking on a comprehensive campaign and a bit overwhelmed by your goals, strategies, and tactics? This session will take you through all campaign stages, from initial conversations, to celebrating the major gifts, to communicating with every campaign donor.

— Angela Joens, Executive Director of Development Outreach University of California, Davis

— Stephanie Hilbert Larscheid, Director of Major and Planned Giving Augustana College SD

DEVELOPMENTCrowdfunding in Higher Education: Digital Storytelling and the Rise of Online Giving

Chicago Ballroom VIII — Level 4Dispelling myths and presenting cutting-edge best practices, Andrew Gossen and Michael Greenberg will lead a dynamic session on crowdfunding’s place as a critical new tool in advancement.

Topics to be discussed include:

• Implementation: what does it take to launch a crowdfunding program

• Strategy: optimizing for crowdfunding project success

• Results: a survey of crowdfunding’s impact on multiple advancement programs

Join us for an in-depth look at how institutions are harnessing crowdfunding to expand their donor pipelines.

— Michael Greenberg, Senior Executive Vice President and Co-Founder Scalefunder

— Andrew Gossen, Senior Director of Social Media Strategy Cornell University



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DEVELOPMENTThe Simulated Cocktail Party: Philanthropy Training that Works for the Entire Organization

Chicago Ballroom IX — Level 4Philanthropy continues to play a significant role in the financial viability of our educational institutions. Faculty and administrative leaders are being asked to engage in conversations that will inspire transformational giving. But are we providing them with skills that will enable them to clearly articulate the impact of those gifts on our programs, students, research, or infrastructure? Learn how simulation can provide a relaxed but highly instructive way to guide faculty to higher levels of fundraising competency.

— Judith Milton, Associate Director of Development and Philanthropy Training Specialist, College of Human Medicine Michigan State University

— Lou Candiotti, Chief Department Administrator Department of Obstetrics, Gynecology & Reproductive Biology, College of Human Medicine Michigan State University

EXECUTIVE INSTITUTEMy Biggest Management Challenges — Tales from the Field

Mayfair Room — Level 2Listen and learn from a panel of experienced higher education leaders on the biggest management challenges they have faced, from encouraging a reluctant president to fund raise to quickly understanding the organizational dynamics after assuming a new position.

— Bill Barlow, Vice President for Development and Alumni Affairs Oberlin College

— Amy Noah, Vice President of Development Purdue University

— John Lippincott, President CASE International

— Jon Enslin, Vice Chancellor for University Advancement & President University of Wisconsin–Whitewater Foundation

PERSONAL DEVELOPMENTUsing Your Technology

Missouri Room — Level 2 Using technology tools in the office, on the road, in your life. Get and trade helpful tips on the latest (and not so latest) gadgets and how they might be useful.

Whether you love technology or hate it, it’s here to stay. Are you maximizing the way you can incorporate technology into your work, life, and travel? Is your office a physical space or is your office where you ARE? You will hear about and discuss strategies that can help all of us better utilize technology and make us more mobile in our work and lives, while maximizing our production and success.

— Troy Fritz, Executive Director of Major Giving Saint John’s University

— Raj Chaphalka, Director of Annual Giving Saint John’s University

— Andy Reeher, President and CEO Reeher LLC


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Monday Lunch Roundtables | 12–1 p.m. | Exhibit Hall

ALUMNI#CollegeLife: Engaging Students With Social Media— Rachel Esterline Perkins,

Associate Director of Public Relations Central Michigan University

DEVELOPMENTBasics of Charitable Gift Annuities— Valerie Sherman, Assistant Director, Gift

Planning, Alumni Relations, and Development, Northwestern University

DEVELOPMENTBuilding Your Institution’s Network to Advance Relationships, Reputation and Resources— Stephanie Hays-Mussoni, Director,

Gift Development Indiana University East

ALUMNI | COMMUNICATIONS | DEVELOPMENTConstituent Communication Strategies for Annual Giving— Matthew D’Oyly, Director of Annual

Giving & Constituent Communication Otterbein University

DEVELOPMENTDonor Visit Outline and Talking Points— Jeri Patricia Gabbert, Vice Chancellor for

University Advancement and External Affairs Indiana University Northwest

COMMUNICATIONSMedia & Public Relations for Community Colleges— Sharon Campbell, Communications Specialist

Advancement/Alumni Relations The Foundation for Mott Community College

ALUMNIPlanning Large-Scale Alumni Events— Amanda Shoemaker, Associate Alumni Director

Western Illinois University

DEVELOPMENTSecuring More and Larger Gifts From Women— Martha Taylor, Vice President

University of Wisconsin Foundation

DEVELOPMENTSocial Raising: Fundraising Through Social Media— Chad Krockover, Director of Development

Purdue College of Technology

DEVELOPMENTTalent Management— Gentz Franz, Executive Director

of Talent Management University of Illinois

DEVELOPMENTThe 3 Ring Circus of Personal Solicitation— Colin Brown, Engagement Officer

Butler University

DEVELOPMENTTips On Getting Corporate and Foundation Support: Creating the Right Value Proposition— Kim Scherer Dorn, Assistant Director,

Corporate/Foundation Relations College of DuPage Foundation

COMMUNICATIONSWhat’s All the Chatter on Social Media?— Colleen Leonard, Publicity Promotion

Specialist NIU Alumni Association

COMMUNICATIONSYoung Alumni and Students: Lifelong Engagement and Giving— Caroline McClellan, Assistant Director

of Development, Annual Giving Miami University

— Jonathan Moore, Assistant Director, Alumni Chapters & Groups Miami University


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Executive Institute Luncheon

The Main Course for Executives Lessons from the Ivory Tower: The Perspective of a Fundraiser Turned Faculty Member

Monday, Dec. 1511:45 a.m.–1:15 p.m.Sheraton Chicago Ballroom

Pre-registration required

The basic act of raising money has not changed much over the years — we still identify prospects, cultivate them, ask them, thank them, and steward them. But much is changing in how the donors look at the sector and choose to engage with us. Liz Livingston Howard spent almost 20 years on the front line of fundraising and the last 10 years as part of the faculty of the Kellogg School of Management at Northwestern. As our luncheon keynote, she will share her “Lessons from the Ivory Tower,” drawn from research and experience with MBA students and nonprofit executives.

— Liz Livingston Howard, Clinical Associate Professor of Management, Director of Non-Profit Executive Education Kellogg School of Management at Northwestern University

Monday Lunch Roundtables | 12–1 p.m. | Exhibit Hall

LIZ HOWARD



The app is compatible with iPhones, iPads, iPod Touches and Android devices. Win-dows Phone 7 and Blackberry users can access the same information via our mobile site at guidebook.com/guide/27976








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ADVANCEMENT SERVICESMaking the Most of Your Campaign Closing Event

Michigan Room B — Level 2A significant number of colleges and universities currently are-or soon will be — engaged in a major capital campaign. At the conclusion of these campaigns, formal closing celebration events bring alumni, development, marketing communications, and events staff together in a whirlwind of event planning activity that can throw even the most experienced professional into a full-blown panic. Session participants will learn how to maximize the closing event’s full potential to engage and inspire the institution’s most vital constituents, mobilize key internal resources, and build relationships beneficial to long-range success. And at the same time, create a recipe for an unforgettable celebration.

— Brett Mclaughlin, Director, IU Foundation Indianapolis Marketing Indiana University Foundation

— Sarah Mostes, Director, Special Events Indiana University Foundation

ALUMNISuccessful Events On A Shoestring Budget

Sheraton Ballroom II — Level 4Looking for ways to maximize resources, obtain sponsors, and encourage student participation for your alumni events? Join us for this presentation by staff from UW–Platteville, as they take you through a case study of their Nearly Naked Run. In its first year, the run engaged over 100 participants but only cost the institution $250!

Learn how Platteville orchestrated this successful event and discover strategies to enhance your own alumni programs.

— Kim Schmelz, Director of Alumni Services University of Wisconsin–Platteville

— Katie Friar, Alumni/Foundation Event Coordinator University of Wisconsin–Platteville

— Stephanie Belken, Web and Graphic Design Specialist University of Wisconsin–Platteville

ALUMNICollaboration, Not Competition: Maximizing Resources for Better Partnerships

Sheraton Ballroom I — Level 4Whether you work at a large university or a small private school, collaboration can create many challenges, but it can also offer widespread opportunities for success. It fosters creativity, results in diverse event and program offerings, maximizes limited resources, and ultimately creates more meaningful alumni engagement. This panel presentation will discuss the powerful impact that relationship building has had across the University of Minnesota. The panel will also provide specific examples of how the University of Minnesota Alumni Association collaborates on university-wide alumni initiatives and how colleges have leveraged partnerships with one another, and internally, for success. Attendees should be prepared to share their challenges with the group and learn how to incorporate similar strategies for their alumni relations programs.

— Erin Strong Elliott, Director of Campus Engagement University of Minnesota Alumni Association

— Courtney Barrette, Alumni Relations & Annual Giving Officer, Humphrey School of Public Affairs University of Minnesota

— Mandy Iverson, Assistant Director of Alumni Relations, Carlson School of Management University of Minnesota

— Ann Terry, Director of Alumni Relations & Annual Giving, College of Science and Engineering University of Minnesota

— Joelle Larson, Alumni Relations & Annual Giving Officer University of Minnesota Law School

Monday Afternoon Sessions | 1:30–2:30 p.m.


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COMMUNICATIONSCentralized Decentralization

Superior Room B — Level 2It’s not an oxymoron. In fact, it may become the most influential new trend in brand marketing management. Emerging technologies, increasing competition, ever-tightening budgets, and the constant demand for consistent branding have given rise to a pioneering brand-management approach that enables central development and control of messaging and assets within a highly decentralized university structure. It enables unit-driven implementation of brand assets but maintains clear central management. The result is strategically branded product marketing that intensifies overall campaign impact cost effectively, while addressing unit communication needs. Learn how NC State — North Carolina’s largest university — is spearheading strategies to implement a powerful brand campaign across 10 colleges and dozens of centers, institutes, and administrative units that serve more than 34,000 students. Discover the technologies and processes that promise to cut costs and make centralized decentralization possible, easy for units to implement, and brand consistent. This session is interactive, with quick, graphics-laden exposition interlaced with audience involvement and discussion.

— Brad Bohlander, Chief Communications Officer and Associate Vice Chancellor for University Communications North Carolina State University

COMMUNICATIONSSocial Media and Marketing Practices That Nonprofits Can Learn from Food Trucks

Superior Room A — Level 2Chances are you have seen the lines around the block for a food truck serving new culinary delights. These new businesses have become marketing masters, utilizing social media and other tools to reach new customers. Alumni, Communication, and Development professionals can learn inexpensive tactics from these food trucks. We’ll take a look “under the hood” to uncover the secrets of their explosive success and see how universities have successfully used these tricks today. You’ll walk away with six practical tips straight from the streets such as managing risks and testing concepts, defining your brand and personality, be fundamentally mobile, create a sense of urgency, and more!

— Necie Steward, Director of Advancement Services University of the Sciences

— Erin Shy, Vice President, Product Management and Product Marketing Abila

DEVELOPMENTBreaking into the Business: Transforming Your Current Skills to Success in Development

Chicago Ballroom IX — Level 2With demand for development officers on the rise, nonprofits are faced with the challenge of hiring from outside the field. Many who have been honing their skills elsewhere have the talent to succeed. The challenge is to leverage and transform those talents into effective development techniques. In this session, you will hear from two development professionals who came from outside of the field and the lessons learned in transferring their skill sets into development success.

— Jaclyn Schalk, Assistant Vice President for Advancement/Director of Gift Planning University of Findlay

— Brady Gaskins, Leadership Gifts Officer University of Findlay

FEATURED SPEAKER John Lippincott Four Forces Reshaping AdvancementMonday, 1:30–2:30 p.m.

Chicago ballroom XJoin CASE’s longes-serving president, John Lippincott, for a discussion of four external forces challenging all of our institutions. John will share his insights on both the positive and negative implications of those forces for our work as advancement professionals in the years to come.

John Lippincott is President of the Council for Advancement and Support of Education.


Communications track sponsored by

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DEVELOPMENTCalamities in Fundraising: When Everything Right Suddenly Goes Wrong

Sheraton Ballroom I — Level 4As advancement professionals we pride ourselves on our preparation. The right conversational set-up, the perfect place, ideal timing, organizing with the staff, etc... But often, that isn’t enough. What do we do when the donor sets the table on fire in a restaurant? Or when the dean kicks the president’s wife because she won’t be quiet? Or the prospect passes out? Or the donor picks a fight with an undercover police officer? Or the donor’s boat capsizes in the open waters of the Atlantic Ocean? How do we save the face of the institution, manage the situation, avoid jail or the emergency room, and still come out of the situation in a position to talk about a gift?

— Andrew Watkins, Executive Director of Constituency Programs Michigan State University

— Marcy Driscoll Dean and Leslie J. Briggs Professor of

Educational Research, College of Education Florida State University — Aldon Knight, Executive Director of College

Advancement, College of Education The University of Georgia— Camille Anderson Licklider, Executive

Director Gift Planning Northwestern University

DEVELOPMENTEngaging the Millennials: Strategies and Tactics for Building Relationships with Gen Y Alumni

Chicago Ballroom VIII — Level 4 We will explore the challenge of maintaining relationships with recent alumni — those currently in their mid 20s to early 30s commonly called Millennials. We will share our thoughts and insights about this demographic group, particularly from the standpoint of advancement and alumni engagement, drawing both on our experiences and relevant case studies. We will discuss strategies and tactics for building relationships with this generation, touching on brand, messaging, media, and experience.

— William Faust, Managing Partner Ologie

— Julie Houpt, Vice President, Institutional Advancement Denison University

EXECUTIVE INSTITUTEInternational Fundraising: Successes, Failures, and Lessons

Mayfair Room — Level 2For universities, colleges, and schools, fundraising across frontiers can bring immense benefits. But it also has risks — financial and representational — that need to be considered. This session is aimed at chief development officers and other organizational leaders responsible for fundraising strategy and investment. Using case studies, it considers key strategic issues including: (1) is the organization ready to handle long-term international relationships?, (2) clarifying objectives, (3) understanding donor relationships in other cultures, (4) engaging overseas leaders, (5) overseas presence — offices, representatives, visits?, (6) building for the long term.

— John Mc Loughlin, Honorary Research Fellow University of Kent, UK

PERSONAL DEVELOPMENTExtinguishing Burnout

Missouri Room — Level 2When immersing yourself in a job day-in and day-out it’s easy to get stressed, tired, or worn out. But with this session you will learn the importance of balancing personal wellness, managing employer and family expectations, and working with different generations in order to ward off burnout. You will be given tips and tricks from seasoned professionals in the areas of human resources and advancement that will help keep you passionate about your career.

— Ann Metzler, Manager, Training, The Ohio State University, Advancement

Human Resources — Colette Murray, CEO

Paschal Murray, Inc

Networking Break2:30–3 p.m.Exhibit Hall



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Monday Afternoon Sessions | 3–4 p.m.

ADVANCEMENT SERVICESIntegrating Prospect Development Staff into the Overall Advancement Team

Michigan Room B — Level 2 Prospect development has long been viewed as a key component of a sophisticated fundraising operation. But too often the research, data analytics, and prospect management staff do not feel a part of the overall advancement team. This session, led by CASE V partners APRA, will provide solutions that prospect development staff, development staff, and all advancement members can use to build a more effective and integrated team.

— Lauren Dixson, Prospect Research Officer Drake University

ALUMNIAdvising Student Alumni Groups: Lessons Learned

Sheraton Ballroom II — Level 4Advising a student alumni group for the first time can be a daunting task. This panel discussion will take you through a series of “Lessons Learned” from advisers around the CASE V District. The session will provide an opportunity for participants to purposefully engage together on the topic of advising — its challenges and its rewards. A panel of presenters will share their personal experiences, current literature, and resources to make your advising experience a positive one.

— Katrina Heilmeier, Associate Director, Campus Relations Ohio University

— Kelly Basden Lawrie, Assistant Director for Alumni & Development Bowling Green State University

— Julie Palmer, Graduate Intern Bowling Green State University

— Sarah Kelly, Associate Director, Office of Alumni Relations Wittenberg University

— Ben Miller, Associate Director, The Wittenberg Fund Wittenberg University

ALUMNIKick-Starting International Alumni Relations

Sheraton Ballroom III The continuing increase of international and exchange students means we must start thinking about how to serve and engage our alumni no matter where they reside in the world. But how does an institution even begin developing international alumni relations? During this presentation, learn about the path that Kent State University has taken to establish an international alumni relations program, including its experiences participating in the Fulbright Seminar for U.S. Administrators in International Education (Germany).

— Carrie Circosta, Assistant Director, Student and Recent Graduate Programs Kent State University


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COMMUNICATIONS360.24: A Day in the Lives of Spartans

Mayfair Room — Level 2Learn how Michigan State developed and executed this multimedia project, from clearing hurdles with general counsel to inspiring participants to gather useful visual content, and from developing and managing an effective online submission processes to promotion. Whether you are interested in your own “one day” project or any project that blends audience-generated and professionally produced content, this case study will provide useful tips and lessons learned.

— Heather Swain, Vice President, Communications and Brand Strategy Michigan State University

— Jim Peck, Director, University Photography and Videography, Communications and Brand Strategy Michigan State University

COMMUNICATIONSMany Media, One Voice

Superior Room A — Level 2How do you think about your different media? At Ohio State, our structure and processes support an increasingly coordinated approach among print publication, web sites, and social media. Find out how we are covering major news and events in a way that takes advantage of the best of several media — and see how our newly redesigned magazine, campus newspaper, and alumni web site have responded to changes in user expectation.

— Jay Hansen, Director, Publications The Ohio State University

DEVELOPMENTKey Principles of Major Gift Officers

Chicago Ballroom X — Level 4 Advancement professionals are being evaluated more and more on statistical measures that can be reported to organizational leaders and key stakeholders. Visits, proposals, and closed gifts are all statistical measures to consider. This presentation will share the 7 key principles to being a successful major gift officer.

— Jay Davenport, Assistant Vice President of Development Wake Forest University

— Chris Higgins, Assistant Dean for Advancement University of Illinois College of Law

DEVELOPMENTLeaning Together: The Story of a New Model for Women’s Programs in Advancement

Chicago Ballroom IX — Level 4 Miami University’s Women in Leadership Symposium, featuring Geena Davis, debuted to a sold-out crowd this April. This session will profile our program, which embodies an integrated, long-term approach to prepare our university for shifting demographics among our alumni and philanthropic constituencies. We will share what we have learned from developing this model, our achievements to date, and the program’s limitations. This session will be valuable for women and men in development and alumni relations.

— Maggie Patrick, Director of Development, Women’s Initiatives Miami University



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DEVELOPMENTStudent Philanthropy Awareness Day: The Good, the Bad, and the Ugly

Chicago Ballroom VIII — Level 4Your students are the future of your organization. Capture their attention and inspire gratitude for alumni donations now; one day they’ll be the ones making a difference for your school. This session will offer an in-depth look at the strategy, struggles, and success of a Student Philanthropy Awareness Day event. You’ll learn how to plan it, what not to do, how to deal with pushback, and how to turn road blocks into opportunities.

— Meg Chochola, Director of Annual Giving Magnificat High School

— Megan Krimmel, Associate Director of Alumni Programs and Communications Grove City College

PERSONAL DEVELOPMENTBecoming a Mentor

Huron Room — Level 2Mentoring is a relationship between two people — the “mentor” and the “mentee.” As a mentor, you pass on valuable skills, knowledge, and insights to your mentee to help them develop their career.

Mentoring can help the mentee feel more confident and self-reliant. Mentees can also develop a clearer sense of what they want in their careers and their personal lives. They will develop greater self-awareness and see the world, and themselves, as others do.

Learn the skills you need to be a good mentor.

— Bradley Bundy, Associate Vice President, University Advancement Miami University

PERSONAL DEVELOPMENTTrendSpotting: Efficiently Harnessing Employee Creativity and Voice

Missouri Room — Level 2 This session will be an in-depth look into one such practice being implemented at the University of Illinois. TrendSpotting involves engaging employees in abstract thinking outside of their core area in order to generate fresh perspectives on old challenges. Psychological research suggests that work, like other aspects of life, can become overly routinized and approached according to a template for how “I’ve always done it.” While this may maintain the status quo, it fails to allow for innovation and creative progress. One key to awaken creativity is moving outside one’s core area.

Google and other companies recognized as “Great Places to Work” embrace this concept by allowing employees to set aside as much as 20 percent of their work week to “tinker” with projects outside their core area. This empowers employees to become acquainted with additional functions within the organization, brings them into contact with peers they may not otherwise encounter, and provides visibility to leaders who are genuinely interested in the voice and ideas of their employees. As employees explore challenges outside their core area, their fresh thinking uncovers “trends” and ideas that may have otherwise been overlooked by those whose job it is to deal with those challenges on a daily basis.

— Gentz Franz, Executive Director of Talent Management University of Illinois


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Tuesday

Tuesday At-A-Glance December 16

7:30–9 a.m. Morning Starter Exhibit Hall — Level 1

7:45–8:45 a.m. Roundtables

9–10 a.m. Program Emphasis Session VII

10–10:30 a.m. Networking Break

10:30–11:30 a.m. Program Emphasis Session VIII

11:45 a.m. –1:30 p.m. Grand Luncheon with Closing Speaker* Chicago Ballrooms VI and VII — Level 4 *additional registration required for this event

Grand Luncheon 11:45 a.m.–1:30 p.m.

Pre-registration requiredChicago Ballrooms VI and VII — Level 4

Conference name badges will be required at the door. See page 56 or page 14 for more details.

Late checkout available through 2:30 p.m. for all conference registrants.

Sponsored by:

District V


Sheraton Hotel & TowersDecember xx-xx, 2014


authentic and strategic philanthropic consulting

jgacounsel.com 317.215.2400

independent schools and colleges arts and culture healthcarefoundations social services faith‐based







Tues

day

ADVANCEMENT SERVICES9–10 a.m.

Securing Our Donor DataMichigan Room A — Level 2

ALUMNI9–10 a.m.

Strategic Student and Young Alumni EngagementSheraton Ballroom II — Level 4

10:30 –11:30 a.m.

Accomplishing More with Less: Engaging Alumni with Alumni and Development PartnershipsSheraton Ballroom II — Level 4

Affinity & Beyond: Black Alumni Reunion at Ohio UniversitySheraton Ballroom I — Level 4

Tuesday Sessions

COMMUNICATIONS9–10 a.m.

CrossFit Communications: A Dynamic and Comprehensive Approach to the Health and Wellness of Your Communications StrategySuperior Room A — Level 2

Interact on osu.edu: How Ohio State Site Content Has Responded to Social MediaSuperior Room B — Level 2

Tweeter-in-Chief: Profiles and Best Practices of University and College Presidents on Social MediaSuperior Room B — Level 2

10:30 –11:30 a.m.

Critical Steps: The Art of Defining Your Institution’s Personality and the Process for Launching Your Renovated BrandSuperior Room A — Level 2

The Wizard of Oz — Strategies Behind the Curtain to Transform Your CommunicationMichigan Room A — Level 2

DEVELOPMENT 9–10 a.m.

Campaign Lessons Learned... The Hard WayChicago Ballroom IX — Level 4

D90X: Extreme Development Results in about 90 DaysChicago Ballroom X — Level 4

Who Moved My Annual Fund?Chicago Ballroom VIII — Level 4

10:30 –11:30 a.m.

From Zero to Six Figures: How We Successfully Harnessed Online Fundraising (And You Can Too!)Chicago Ballroom VIII — Level 4

Lessons from Research in the Field: An Interactive Workshop to Inform Faculty/Staff FundraisingChicago Ballroom IX — Level 4

Thirty Years of OopsChicago Ballroom X — Level 4

PERSONAL DEVELOPMENT

7:30–9 a.m.

YogaColumbus Rooms A and B — Level 3

9–10 a.m.

Move Up, Sideways, Back Home, or On: Making the Right Career ChoicesMissouri Room — Level 2

10:30–11:30 a.m.

Sparking Innovation And CreativityMissouri Room — Level 2



Access attendee list and session presentations at: conference.casefive.org/presentationsuser name: casevpassword: Chicago2014

Remember to turn off cell phones as you enter sessions.

Sessions subject to change.

www.casefive.org 49

Tuesday Morning Roundtables | 7:45–8:45 a.m. | Exhibit Hall

ALUMNIConsumerism of Alumni Relations— Tim Tormoen, Assistant Executive Director

of Alumni Engagement and Outreach University of Maryland

DEVELOPMENTCy Pres: A New Source of Substantial Dollars— Laurie Principe, Associate Director,

The Lakeland Foundation Lakeland Community College

COMMUNICATIONSDeveloping Donor Relations Programs and Communication Tools— Laura Thomas, Director of Donor Relations

Concordia University

ALUMNIEstablishing an Effective Young Alumni Advisory Board— Wendy Brentner, Director of

Alumni Relations and Communications The University of Iowa College of Engineering

ALUMNIHow to Engage MBA and Law School Alumni— Timothy Ponisciak, Graduate Alumni

Relations Director University of Notre Dame

ALUMNIHow To Train Student Leaders/Ambassadors— Kelly Basden Lawrie, Assistant Director

for Alumni & Development Bowling Green State University

DEVELOPMENTMajor Gifts and Deans: Effective Ways for Major Gift Officers to Engage Deans in Fundraising— Grace Findley, Director of Major Gifts

Rose-Hulman Institute of Technology

DEVELOPMENTPreparing Annual Stewardship Reports for Major Donors

COMMUNICATIONSSocial Media, Video, and Writing for Advancement— Marie Radel, Director of Media & Marketing

Indiana University Kokomo

DEVELOPMENTSponsorship Programs: Understanding the “Ins and Outs” of Corporate Support— Morrel Wax, Assistant Director,

Corporate & Foundation Miami University

DEVELOPMENTStewarding Donors with Dementia— Rob Hofmann, Senior Director of Development,

University of Minnesota–Duluth

ALUMNIStorytelling for Advancement— Elizabeth McGreal Cook, Director of Training

and Employee Engagement University of Illinois at Urbana–Champaign

COMMUNICATIONSWeb and Marketing Team Communication Skills & Roles in Integrated Marketing Strategy— Jennifer Younker, Executive Director

of Marketing & Communications Saint Xavier University



50 www.casefive.org


ADVANCEMENT SERVICESSecuring Our Donor Data

Michigan Room A — Level 2 Keeping an institution’s donor data secure has become an increasingly difficult and sophisticated challenge. Nothing can hurt an institution’s reputation more than a data breach, where personal information entrusted to the institution’s care is compromised. This session will seek to inform you of the current challenges and solutions that will help mitigate your exposure to the risk of having your data stolen.

— Frank Ace, Director of Information Technology University of Wisconsin

ALUMNIStrategic Student and Young Alumni Engagement

Sheraton Ballroom II — Level 4Now more than ever, it is important for universities to engage their alumni to help their institutions advance. Universities have strategized ways in which they can increase that participation and have worked to specifically engage younger alumni. When younger alumni are engaged, they positively impact universities on both short- and long-term levels. The presenters will discuss the process of collaborating with student and alumni volunteers to increase engagement among this growing constituency of alumni.

— Joseph Volin, Assistant Director of Alumni Relations Lewis University

— Margaret Grabowski, Assistant Director of Alumni Relations Lewis University

COMMUNICATIONSCrossFit Communications: A Dynamic and Comprehensive Approach to the Health and Wellness of Your Communications Strategy

Superior Room A — Level 2By design, the Carthage College communication strategy over the last 12 months has been broad, general, and inclusive. Regardless of team size or budget, a balanced approach to branding, content, design, web, creative services, and resources can produce impactful and noticeable results. The Carthage College Office of Communications strategically broke down our wants, needs, and resources — and categorized our projects as now, soon, or later — and got to work. Highlights for a “how-to” discussion includes finding resources, evaluating structure and process, investing in identity, and prioritizing strategic goals.

— Molly O’Shea Polk, Vice President of Communications Carthage College

COMMUNICATIONSInteract on osu.edu: How Ohio State Site Content Has Responded to Social Media

Superior Room B — Level 2 Social media has changed user expectations. How should sites respond?

On osu.edu, our digital storytelling efforts have become more reflective of social media expectations. Our web features have become more visual and more interactive. We seek to engage the users; there’s now usually “something to do” on an osu.edu feature (besides reading). And we reflect our audience, by asking and then featuring their social media responses.

In this session, I will share how an Ohio State team with a diverse skill set works together to produce web content that has included Storify, interactive timelines, and interactive maps — and talk about what’s on the horizon.

— Kristen Convery, Director, Multimedia Content The Ohio State University

Tuesday Morning Sessions | 9–10 a.m.


www.casefive.org 51



COMMUNICATIONSTweeter-in-Chief: Profiles and Best Practices of University and College Presidents on Social Media

Superior Room B — Level 2 There exists a contingent of college and university presidents across North America using social media to engage with their key stakeholders and to advance their personal, professional, and institutional interests. This emerging group of higher ed leaders actively listens and responds to the feedback of students and other stakeholders within and outside of their institutions, and do so, frequently, by engaging in a visible, ongoing dialogue with those groups. They publicly celebrate institutional achievements such as athletic successes or research discoveries. They champion their institutions to influential constituencies, including government officials, alumni, and donors. They humanize themselves by sharing personal details about their lives and families, and they highlight the work they do away from their desks by updating anyone who will listen about the conferences, events, and meetings they attend as well as the relationships they manage in their role as president. These social-media-active college and university presidents share their personal and institutional stories with their most important stakeholders through social media, and that doesn’t look to be changing any time soon.

This session will highlight some of the university and college presidents in the United States and Canada using social media in strategic as well as progressive ways, and analyze what makes their engagement so resonant and effective.

— Dan Zaiontz, Special Projects Coordinator Seneca College

DEVELOPMENTCampaign Lessons Learned... The Hard Way

Chicago Ballroom IX — Level 4Learn how the Children’s Health team at University of Minnesota Foundation overcame obstacles and organizational challenges to close a $175 million campaign. From a $50 million naming opportunity to a complex marketing structure, you will gain insight on the tools you will need to be successful in building a brand, engaging new donors, strengthening campaign committees, creating a solid staff structure, and celebrating accomplishments. Whether you are considering a major campaign or have reached a plateau, this session will inspire and re-energize your campaign visions.

— Nicholas Engbloom, Development Officer University of Minnesota Foundation

— Elizabeth Patty, Senior Director of Development University of Minnesota Foundation

DEVELOPMENTD90X: Extreme Development Results in about 90 Days

Chicago Ballroom X — Level 4Learn how Ohio University shortened the cultivation cycle, increased new prospects, provided strategic engagement, and prioritized staff professional development. These efforts increased collaboration between the development and alumni office, leading to a more comprehensive advancement operation. This session will explore methods used to identify these target markets, geographic clustering, predictive analytics, and value-based decision-making.

— JR Blackburn, Assistant Vice President for Development & Associate

Campaign Manager Ohio University— Jay Kahn, Senior Director of Development for University Advancement Ohio University

More Tuesday Morning Sessions | 9–10 a.m. on next page4


52 www.casefive.org



DEVELOPMENTWho Moved My Annual Fund?

Chicago Ballroom VIII — Level 4Higher education is an environment notorious for resistance to change. In our presentation, we will discuss how to get our institutional leaders on board with new and exciting ideas, how to be an agent for change within our institutions, and share some of the successful changes we’ve made that have dramatically improved our annual fund performance.

— Madeleine Smith, Annual Fund Director Franklin College

PERSONAL DEVELOPMENTMove Up, Sideways, Back Home, or On: Making the Right Career Choices

Missouri Room — Level 2Robust and dynamic careers are made up of tough decisions about which path is best to take at various junctions for you professionally, and personally, and for your organization. Sometimes the right move is very difficult, often messy, and filled with stomach acid. When is it time to go? When to stay? When to return? Knowing how to juggle a lively career and not burn bridges is an art form, especially today when the competition for great advancement and development talent is so fierce.

Here, nonprofit veterans Libby Roberts, Lois Lindauer Searches, Burgwell Howard, Northwestern University, and Nancy Wilder, formerly of Dartmouth College–Chicago office join forces to share their unique insights on the impact of career shifts in the advancement/development world. Speaking from the vantage point of an executive search firm, and two different universities, the speakers will offer career-making — and breaking — observations for both candidates and hiring managers. The presenters will present an exclusive history of how they navigated their careers and kept it healthy, lively, and fun.

— Libby Roberts, Vice President Lois L. Lindauer Searches

— Burgwell J. Howard, Assistant Vice President for Student Engagement Northwestern University

— Nancy Wilder, Senior Consultant T & M Protection Resources

Networking Break10–10:30 a.m.Exhibit Hall



Networking Break sponsored by

www.casefive.org 53


ALUMNIAccomplishing More with Less: Engaging Alumni with Alumni and Development Partnerships

Sheraton Ballroom II — Level 4 With decreasing budgets and the ever-changing roles and responsibilities of development and alumni staff, co-workers have created unique opportunities to establish work environments of increased collaboration and team-centered partnerships. Join us for a discussion about the importance of developing and implementing interactive strategies to enhance and increase connections with alumni, strengthen cultivation visits, and expand volunteer opportunities. Working together, the development officers and alumni staff at Indiana State University have purposefully developed programs that allow for increased contact with alumni, donors, and friends — without significantly increasing staff or budgets.

In addition to discussing program implementation at Indiana State University, session participants are encouraged to discuss and share successful partnership strategies implemented at their own institutions.

— John Heintz, Senior Vice President of Development Indiana State University Foundation

— Rex Kendall, Executive Director, Alumni Association Indiana State University Foundation

ALUMNIAffinity & Beyond: Black Alumni Reunion at Ohio University

Sheraton Ballroom II — Level 4The Black Alumni Reunion at Ohio University is an event that has been taking place since the mid-1990s and has been continually evolving. It takes place on the Athens campus in southeastern Ohio every three years, and is a large undertaking for the university and the city of Athens. One of the keys to success is cross-campus collaboration as well as community outreach. Among the challenges of putting together such an event are making sure that the needs of alumni are taken into consideration (decade representation, types of events, access, and proximity to campus, etc.), incorporating development staff participation and fundraising needs, marketing collateral, creating opportunities for current students, and of course, the logistics of managing campus space, availability, timing, and the different personalities that might be involved with such a large endeavor.

— Kellea Tibbs, Assistant Director of Campus Relations Ohio University

COMMUNICATIONSCritical Steps: The Art of Defining Your Institution’s Personality and the Process for Launching Your Renovated Brand

Superior Room A — Level 4Defining and launching a renovated brand within a shared governance model can be an intimidating and complex process for even the most seasoned brand marketer or communications office. And, while most university marketing and advancement organizations have a good handle on articulating their institution’s mission and values, there are few best practices for the exploration, identification and use of a university’s authentic personality.

Many university marketers struggle to identify a clear process or plan for how to reduce the risk of launching a new university brand. Learn how in this case study and process-sharing presentation.

— Scott Ochander, Vice President for Enrollment and Marketing Manchester University

Tuesday Morning Sessions | 10:30–11:30 a.m.

More Tuesday Morning Sessions | 10:30–11:30 a.m. on next page 4

Alumni track sponsored by Communications track sponsored by

54 www.casefive.org


COMMUNICATIONSThe Wizard of Oz — Strategies Behind the Curtain to Transform Your Communication

Michigan Room A — Level 2Using the movie motif of The Wizard of Oz, this entertaining and informative presentation will demonstrate how foundation transformed its communications and engagement strategies through innovative social media. Using your mind, heart, and a bit of courage, you will learn innovative techniques to connect with your stakeholders and donors to increase your fund and friend raising. Learn behind-the-curtain techniques to create compelling stories, and how to disseminate and track them. You will learn valuable insights into analytics and how to use them to prove your strategies are working as you travel down the yellow brick road. A wide variety of compelling stories will feature narratives, images, and ideas —and how they engaged local and international audiences. Learn to transform your own campaign from black and white to technicolor, and to take your story from Kansas to the entire world, ensuring “the dreams that you dare to dream really do come true.”

Jim Jorstad is an international expert in social media strategies and media production. A frequent worldwide lecturer and consultant, his work has appeared on CNN, MSNBC, Forbes, and NPR. A 2013 recipient of the CNN Spirit Award, his blog The Learning Space is covered by 115 countries. Mary Ann Gerrard, President of the UW–La Crosse Foundation, former Special Assistant to the Chancellor for Legislative Affairs and Development for UW Colleges and Extension, former lobbyist and legal counsel will introduce the session.

— Jim Jorstad, Director of Academic Technologies University of Wisconsin–La Crosse

DEVELOPMENTFrom Zero to Six Figures: How We Successfully Harnessed Online Fundraising (And You Can Too!)

Chicago Ballroom VIII — Level 4Successful online fundraising results from having a comprehensive and refined approach that evolves with technology and the growing online environment. If you are eager to take existing online campaigns to the next level, go behind the scenes to see what action you can take to leverage your online fundraising program using best practices. During this session, you will hear strategic insights about the online fundraising process, from design to email acquisition and solicitations to stewardship, based on experience and insights from nurturing a program over a five-year period.

— Jennifer Spies, Online Fundraising Specialist Luther Seminary

— Lisa Cohen, CFRE, Director of the Sustaining Fund and Philanthropic Adviser Luther Seminary

DEVELOPMENTLessons from Research in the Field: An Interactive Workshop to Inform Faculty/Staff Fundraising

Chicago Ballroom IX — Level 4What do we know about which faculty and staff give back to their institutions, what they give, how they give, and why? This interactive presentation draws on research about “campus campaigns” within the Indiana University (IU) system. Attendees will:

1) learn about the big picture of faculty/staff giving,

2) consider the case of IU and related best practices,

3) share insights and apply the provided information to their own contexts.

— Genevieve Shaker, Associate Dean for Development and External Affairs School of Liberal Arts, IUPUI

— Brittany Kienker Indiana University Lilly Family School of Philanthropy, IUPUI

— Victor Borden, Professor, Education Leadership and Policy Studies Indiana University Bloomington



www.casefive.org 55



DEVELOPMENTThirty Years of Oops

Chicago Ballroom X — Level 4Raising money is both an art and science. As in any science, one must know certain rules and practices to assure success. The art is learning when and how to apply these rules and practices. It also is learning how to work with people, knowing how they feel, think, act, and what transforms and engages them in the practice of philanthropy. Learn from a person who has had 30 years of opportunities to make many errors — wisdom, it is said, is learning from your mistakes.

— Peter R. Bernardo, Senior Director of Philanthropic Relations John Carroll University

PERSONAL DEVELOPMENT Sparking Innovation And Creativity

Missouri Room — Level 2 This type of Think Tank exercise is being done in many different types of organizations, from top companies to universities and from churches to schools, to identify critical next steps towards maintaining success. Recently 87 people in the advancement office at Ohio State participated in this process with significant results. Come hear about this exercise and participate in our own Think Tank designed to spark your innovation and creativity.

People who are able to step outside the boundaries of traditional thinking generate new ideas, solve nagging problems, make better decisions, and get bottom-line results. If you are looking for a way to spark your own creative thinking or to engage others in this task, then this interactive session is for you.

We will:

1) tap your creative side to come up with fresh ideas.

2) spark innovative thinking that results in enhanced results.

3) open your eyes to new possibilities and opportunities.

4) give you the tools to be a catalyst for creativity in your organization and your life.

By working together and using the power of group thinking, we will show you a way to harness these ideas and put them into action.

— Martha Taylor, Vice President University of Wisconsin Foundation

— Ted Hattemer, Assistant Vice President, Interactive Communications The Ohio State University


56 www.casefive.org


CASE V Grand LuncheonConference name badges and a lunch ticket will be required at the door.

Tuesday, December 16 Chicago Ballrooms VI and VII — Level 411:45 a.m.–1:30 p.m.

Featuring Closing Keynote Speaker:

CHRIS SPIELMAN CHRIS SPIELMAN

Chris Spielman was a two-time All American at linebacker for The Ohio State University Buckeyes. He played 11 years in the NFL for the Detroit Lions, Buffalo Bills, and the Cleveland Browns. Spielman represented the Detroit Lions in four Pro Bowls, including an NFC Championship Game appearance, and was named the team’s defensive MVP in 1993 and 1994. Spielman was inducted into the College Football Hall of Fame in 2009.

Currently, Spielman is a college football analyst with ESPN and a professional speaker, but he said his most important role, besides being a father, is that of a “Cancer Warrior.” Spielman continues the fight that he and his late wife, Stefanie, started together shortly after her first diagnosis of breast cancer. Over the years, more than $15.4 million has been raised for the Stefanie Spielman Fund for Breast Cancer Research and the Stefanie Spielman Patient Assistance Fund. Spielman chronicled his experiences in his 2012 book, “That’s Why I’m Here.” Spielman said that his life has order: faith, family, and community — and that he lives it daily in that order.

Annual Report

Monday

TuesdayH

otel Maps/

Exhibit Hall

Attendee

ListPride of CA

SE VAw

ard Winners


CASE V

PAST DISTRICT V CONFERENCE CHAIRS1974 Jack Kinney, Michigan State University

1975 Paul Pentecost, Wayne State University

Ray Rowland, St. Cloud State University Douglas M. Wilson, Miami University (Program Chair) M. Frederick Volkmann, Albion/Ohio State University (Program Chair)

1976 Douglas M. Wilson, Miami University (Program Chair unknown)

1977 Gene Haberman, Olivet College C. Brent DeVore, Hiram College (Program Chair)

1978 Ray Willemain, Northwestern University Kathleen Rydar, Purdue (Program Chair)

1979 Russell D. Tall, University of Minnesota Kathleen Rydar, Purdue University** Joel S. Berger, Michigan University (Program Chair)

1980 Kathleen Rydar, Purdue University Donald D. Shook, Kent State Arnette Nelson, Ripon College Joel S. Berger, Michigan University (Program Chair) Arnette Nelson, Ripon College** (Program Chair)

1981 Steve Roszell, University of Minnesota Royster Hedgepeth, Illinois University (Program Chair)

1982 Royster Hedgepeth, Illinois University Jan Augenstein-Miller, Miami University (Program Chair)

1983 Jan Augenstein-Miller, Miami University Carl Magel, Notre Dame (Program Chair)

1984 Carl Magel, University of Notre Dame Linda S. Crossley, Ohio State Alumni Association (Program Chair)

1985 Linda S. Crossley, Ohio State Alumni Association Bill Noblitt, Washington University in St. Louis (Program Chair)

1986 Bill Noblitt, Washington University in St. Louis Rebecca Chapman, Wayne State University (Program Chair)

1987 Rebecca Chapman, Wayne State University John Fairman, Western Illinois University (Program Chair)

1988 Richard Carter, Michigan University Donald R. Dodds, Illinois University (Program Chair)

1989 Donald R. Dodds, Illinois University Melissa Drake, Northwestern University (Program Chair)

1990 Melissa Drake, Northwestern University Mary Kay Karzas, Culver Academies (Program Chair)

1991 Mary Kay Karzas, Culver Academies Curtis R. Simic, Indiana University (Program Chair)

1992 Patrick B. Hayes, Illinois University Karen Engelhard, University of Wisconsin–Stevens Point (Program Chair)

1993 Karen Engelhard, University of Wisconsin–Stevens Point Tedd Grossnickle, Franklin College (Program Chair)

1994 Gwen Brown, Wilberforce University Gordon A. Taylor, Jr., Western Illinois University (Program Chair)

1995 Gordon A. Taylor, Jr., Western Illinois University Angela E. White, Indianapolis University (Program Chair)

1996 Kay M. Cochrane, Indiana University Angela E. White, Indianapolis University Raymond Mock, Miami University (Program Chair)

1997 Raymond Mock, Miami University Jeffrey S. Todd, Wooster College (Program Chair)

1998 Jeffrey S. Todd, Wooster College Peggy Sandgren, University of Evansville (Program Chair)

1999 Jeffrey S. Todd, Wooster College Peggy Sandgren, University of Evansville (Program Chair)

2000 Peggy Sandgren, University of Evansville Wm. Christopher Clarke, Purdue University (Program Chair)

2001 Wm. Christopher Clarke, Purdue University Teresa Exline, Indiana State University (Program Chair)

2002 Teresa Exline, Indiana State University Sarah Pearson, University of Chicago (Program Chair)

2003 Brad Quarberg, University of Wisconsin–La Crosse Carmela Kranz, Minnesota Medical Foundation (Program Chair)

2004 Brad Quarberg, University of Wisconsin–La Crosse Lindsey Loftus, Kent State University (Program Chair)

2005 Lindsey Loftu, Kent State University Catherine McGlinch, Minnesota State Colleges and Universities Foundation (Program Chair)

2006 Catherine McGlinch, Minnesota State Colleges and Universities Foundation Mike Worley, Washington University in St. Louis

2007 Catherine McGlinch, Minnesota State Colleges and Universities Foundation Vicki Reaume, Eastern Michigan University

2008 Vicki Reaume, Eastern Michigan University Carmela Kranz, Minnesota Medical Foundation

2009 Carmela Kranz, Minnesota Medical Foundation Melanie Harmon, Trine University (Program Chair)

2010 Melanie Harmon, Trine University Steve Crawford, Denison University (Program Chair)

2011 Steve Crawford, Denison University Sylvia deVault, University of Evansville (Program Chair)

2012 Catherine McGlinch, University of Minnesota

2013 Sylvia DeVault, University of Evansville April Novotny, Capital University (Program Chair)

2014 April Novotny, Capital University Josh Harramann, The Ohio State University (Program Chair)

Institutional affiliation is at the time of volunteer service.**Chair information not verified


CASE

V

PAST DISTRICT V BOARD CHAIRS

1975–76 Jack Kinney, Michigan State University1977–78 H. Ray Rowland, St. Cloud State University1979 Douglas Wilson, Miami (Ohio) University1979–80 Gayle Langer, University of Wisconsin–Madison1981 Ray Willemain, Northwestern University1982 C. Brent DeVore, Hiram College (resigned)1982 Arnette Nelson, Ripon College1983 Stephen Roszell, University of Minnesota1984 Royster Hedgepeth, University of Illinois1985 Jan Augenstein-Miller, Miami (Ohio) University1986 Carl Magel, University of Notre Dame1987 Ron Stephany, Ohio Wesleyan University1988 Linda Crossley, The Ohio State University1989 Marcy Sherriff, University of Minnesota1990 Richard Sollmann, Miami (Ohio) University1991 Richard Carter, University of Michigan1992 Michael Malone, Northern Illinois University

1993 John Newton, Indiana State University1994 Vaughn Dann, DePaul University1995–96 Richard Odell, Chicago Academy for the Arts1997–98 Karen Engelhard, University of Wisconsin–

Stevens Point1999 Patrick Hayes, University of Illinois1999–2001 Mary Kay Karzas, Culver Academies2001–02 Lynn Carver, Northwestern University2003 Bruce Loessin, Cleveland Clinic Foundation2004–05 Mike Ziemianski, St. Meinrad School of Theology2006–07 Teresa Exline, Indiana State University2008–09 Barbara Todd, Illinois State University2010–11 Jeff Liebermann, University of Iowa2012–13 Rickey McCurry, Rose-Hulman Institute

of Technology2014–15 Caryn Schultz Korman, University of Minnesota

Institutional affiliation is at the time of volunteer service.




The app is compatible with iPhones, iPads, iPod Touches and Android devices. Windows Phone 7 and Blackberry users can access the same information via our mobile site at guidebook.com/guide/27976







Stop by the Liberty Mutual booth and fi nd out why we are the most chosen Auto and Home Insurance program in the alumni marketplace.

Responsibility. What’s your policy?®

More than 700 alumni associations reward their alumni with exclusive savings on their insurance.

Is yours one of them?

Coverage provided and underwritten by Liberty Mutual Insurance Company and its affi liates, 175 Berkeley Street, Boston, MA. AFF 568 2012/10

60 www.casefive.org


EngebretsonKorman

Hogan

Caryn Schultz KormanBoard ChairVice President, OutreachUniversity of Minnesota

Alumni Association

Brad BundyChair-ElectAssociate Vice President

for University AdvancementMiami University

A. Reginald BestCommunity College

RepresentativeVice President of DevelopmentHenry Ford College Brett Chambers District V Liaison Two-year TermExecutive Director of

Volunteer RelationsCouncil for Advancement

and Support of Education (CASE)

Angela Davis Pride of CASE V AwardsManager of Stewardship

and Donor RelationsCollege of PharmacyPurdue University

Mark Engebretson Communications

Committee ChairDirector of CommunicationsUniversity of Minnesota

Libraries Katie Fisher CASE ASAP Representative University of CincinnatiCarl H. Lindner

College of Business

Jeri Patricia Gabbert, CFRE CASE Indiana Liaison Vice Chancellor, Advancement

and External AffairsIndiana University Northwest

Melanie Harmon Sponsorships Executive Director of

Development Manchester University

Josh Harraman Director - Alumni and

Constituent EngagementDirector, Student ProgramsThe Ohio State University

Alumni Association

Mike Hogan Director-at-LargeDirector of DevelopmentCulver Academies

Jennie Jones Director-at-LargeAssociate Director, Alumni

and Parent ProgramsButler University

Rickey McCurry, J.D Past ChairVice President for Institutional

AdvancementRose-Hulman Institute

of Technology

Catherine McGlinchDistrict V TrusteeSenior Director of DevelopmentNeurosciences, Heart and LungUniversity of Minnesota

Foundation

April Novotny 2014 Conference ChairAssistant Vice President

for DevelopmentCapital University

Vicki Reaume SecretaryVice President and Secretary

to the Board of RegentsEastern Michigan University Peter Riemenschneider Web Site ManagerElectronic Communications

ManagerUniversity of Minnesota

College of Science and Engineering

Michelle Suarez Director-at-LargeAssociate Vice Chancellor

for Development and Alumni Relations

Executive Director for the SIU Alumni Association

Southern Illinois University

McCurry

Best Davis Fisher GabbertChambers

SuarezNovotnyJones McGlinch Reaume

Bundy

CASE District V 2014 Board of Directors

Harmon

Harraman Riemenschneider

www.casefive.org 61


TerMolen Wendorf

Matthew TerMolenDirector-at-LargeAssociate VP Alumni Relations

& DevelopmentNorthwestern University

Jeff WendorfTreasurerVice President, Programs and OutreachWisconsin Alumni Association

District V

Dear Colleagues,

Whether this is your first conference or your 40th, let me welcome you home! Over the next few days, I hope you’ll take time to connect, refresh, energize, and become inspired from sessions, speakers, colleagues, and friends across our District.

As we celebrate 40 years of CASE V, we are proud of the tradition this annual conference has become for Advancement Professionals. If you have attended the conference in the past, you already know this is your opportunity to focus on your professional development, while having a reunion with many friends and colleagues.

If it is your first conference, I hope the next few days will be an excellent experience of learning, sharing, and relationship building. As most of us find, the powerful relationships built through CASE V is one of the district’s best benefits – the outstanding people. You and all the professionals throughout our district are the reason CASE V has been so strong over the last 40 years!

Under the excellent leadership of April Novotny (Conference Chair) and Josh Harraman (Program Chair), along with the entire volunteer conference team, you will find that they have worked diligently to provide an excellent experience and series of programming. I encourage you to take full advantage of the next three days by attending as many sessions and events as possible. A person can never learn too much, have too many good ideas, or too many good friends!

As we look to the next 40 years and beyond, one of the new initiatives you will be hearing about is our District Survey. This is an important opportunity to tell us your favorite aspects of being part of CASE V throughout the year and the things you would like to see enhanced. It is important that we hear your opinion! Please do take the time to give us your feedback and let us know how the District can serve you better in the future.

Since we are a volunteer driven organization, we wouldn’t be able to produce the CASE V conference without thanking a plethora of people including all our attendees, speakers, vendors, sponsors, and friends of CASE V. Additionally, I am extremely grateful to the CASE V Board of Directors for giving their extra time and talent to our District. Along with the outstanding 2014 Conference Committee, these professionals spend countless hours working to plan this conference and enhance programs and services offered through CASE District V. I am humbled to work with each of them and it is truly my honor to serve as your CASE V District Chair.

With gratitude and in CASE V service,

Caryn Schultz Korman

CASE V Annual Report 2014

Welcome to the CASE V Conference!

Korman

62 www.casefive.org


CASE V Advancing Diversity Program Scholars

The CASE V Advancing Diversity Program offers $1,000 scholarships to advancement professionals of diverse backgrounds to attend the annual CASE V conference. Applicants are evaluated on education, experience, and career goals.

Anabel MenifeeAssociate Director

for Alumni Engagement

Knox College

Jenna RayEditor/WriterUniversity of Minnesota–

Morris

Tracy Williams-MaclinDirector, Diversity

and InclusionWisconsin Foundation

and Alumni Association

CASE V Student ScholarsThe CASE V Student Scholarship Program helps prepare undergraduate and graduate students for careers in institutional advancement (alumni and/or parent relations, development, advancement services, and communications). To qualify for the scholarship, recipients must currently be enrolled as an undergraduate or graduate student, be affiliated with some aspect of the advancement program at his/her institution (e.g., employment in one of the professional areas indicated above, or participation in a student alumni or foundation organization), and be interested in pursuing a career in the advancement field. Each recipient must have a sponsor associated with the affiliated institution.

CASE V Newcomer Fellows CASE V offers those with two years or less experience in advancement a unique opportunity to receive financial assistance to attend the CASE V Conference and the CASE V Institute for New Advancement Professionals. Six newcomers to institutional advancement received fellowships this year. From this group, three were selected to receive named fellowships: the Vaughn Dann Fellow, the Ray Willemain Fellow, and the Illinois College Relations Fellow.

Sterling Keiser Senior

Denison University

Scholarships and Fellowships

Marissa Blankenship

Junior The Ohio State

University

Michael Bogart 4th Year

Graduate School Columbia College

Chicago

Matt Fenstermaker 2nd Year

Graduate School Indiana University

Lindsay Bosley Coordinator of Recruitment &

Communications University of

Minnesota

Todd Jensen Director of

Development, Student Success

Purdue University

Kayla Choate (Illinois College

Relations Fellow), PR/Marketing

Specialist University of

Minnesota

Dan Lawson (Vaughn Dann Fellow)

Associate Vice President of

Development and Campaigns

Ashland University

Lindsay Griswold (Ray Willemain Fellow), Alumni

Relations Coordinator

Rotary International

Nick Warrington Assistant Director, Alumni Relations

Wright State University

Sara Santiago 2nd Year

Graduate School The Ohio State

University

CASE V is proud to sponsor a variety of scholarships and welcome these recipients to this annual conference. Recipients will be recognized during the Pride of CASE V Awards program on Monday, Dec. 15 at 4:15 p.m. in Ballrooms I and II.

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Past Award Recipients:1980 Fred Volkmann1981 Bob Odaniell1982 Gayle Langer1983 Ray Willemain1984 Arnette Nelson1985 Ray Rowland1986 Royster Hedgepeth1987 Barbara DeBoer1988 Jan Augenstein-Miller1989 Carl Magel1990 Ron Stephany1991 Bob Forman1992 Linda Crossley1993 Tom Peters1994 Jamie Jeremy1995 Vaughn Dann1996 Dick Sollmann1997 (Not awarded)1998 Michael Malone1999 Karen Engelhard2000 Harry Lovell2001 Jeffrey Todd2002 Mary Kay Karzas2003 Dan Heinlen2004 Gene Haberman2005 Jennifer Hamlin-Church2006 Ralph Amos2007 Mike Ziemianski2008 John P. Newton2009 Teresa Exline2010 Carmela Kranz2011 (Not awarded)2012 Brad Quarberg2013 Jeff Liebermann

Top VolunteerFormer District V Chair Barb Todd is the 2014 CASE V Distinguished Service Award Recipient. The award, CASE V’s highest recognition, is given annually to the district’s top volunteer.

Barb Todd’s involvement with CASE V has lasted almost as long as her distinguished career with her alma mater, Illinois State University. Beginning in 1983 and spanning four decades, Todd’s leadership and participation in CASE V are broad, and the number of advancement professionals she touched and mentored are too many to name.

Todd first became involved in a CASE leadership role in the 1990s as a network board member to the Student Alumni Association/Student Foundation for District V. In 1997, she accepted a position on the District V Conference Planning Committee and later was chair of the Professional Development Committee. Throughout this time, she routinely was selected as a conference speaker and roundtable host.

Todd’s professional honors began adding up shortly after entering the profession when she was named a CASE District V Fellow in 1983. She has been recognized five times by the SAA/Student Foundation District V group, has received two Pride of CASE V Awards, and was twice named a CASE Circle of Excellence winner.

Perhaps Todd’s greatest legacy to the district is her service on the CASE District V Board of Directors. Beginning in 2004 and ending in 2011, she held numerous roles on the board, culminating as chair of the Board of Directors from 2007–2009. In her final CASE V role, Todd served as chair of the Nominating Committee in her capacity as past chair from 2009-2011.

Barb Todd spent her entire advancement career at Illinois State University, first as assistant director of alumni services, later as executive director of alumni relations, and eventually as executive director of internal and annual giving. Todd retired from Illinois State University in 2012, just as her service to CASE District V was ending.

She received both her B.A. and M.A. in home economics from Illinois State University.

40th Annual CASE V Conference Grand Luncheon Special Recognition

CASE V Distinguished Service Award

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The 39th Annual meeting of the Council for Advancement and Support of Education — District V was called to order Monday, December 16, 2013 at the CASE V conference in the Sheraton Chicago Hotel and Towers by District Chair Rickey McCurry.

Participants were asked to note the minutes of the 2012 CASE District V Annual Meeting which were printed in the conference program book. McCurry accepted a motion from the floor and second to approve the minutes. The motion carried.

Participants were then asked to review the fiscal year 2012-13 treasurer’s report, also printed in the conference program booklet. A correction was announced as the Financial Summary was for July 1, 2012 – June 30, 2013. CASE V ended the 2012-13 fiscal year with assets totaling $1,146,022. This was a net gain of $136,672 over the previous year. The joint conference with District VI was highly successful and generated an increase in conference registration and exhibitor fees. We also experienced increased sponsorships and positive returns on District investments over

CASE V Nominating Committee ReportThe nominating committee for the CASE District V Board of Directors presents the following slate for consideration by its members:

DIRECTOR AT-LARGE, SECOND TERM:

A. Reginald Best, Vice President of Development Henry Ford College (to fill an unexpired term)

Melanie B. Harmon, Executive Director of Development Manchester College

Michelle Suarez, Associate Vice Chancellor for Development and Alumni Relations and Executive Director for the SIU Alumni Association Southern Illinois University

Respectfully submitted, Rickey N. McCurry, Nominating Committee Chair

Harmon

McCurry

2013 CASE Annual Meeting Minutes Sheraton Chicago Hotel and Towers — Dec. 16, 2013

Best

Suarez

the previous year. McCurry accepted from the floor a motion and second to approve the minutes. The motion carried.

McCurry announced that the membership coordinators at each CASE V member institution approved by electronic ballot the slate of candidates provided by the year’s nominating committee and the results of the election were ratified by the CASE V Board of Directors.

The following individuals were introduced:• Director at Large: Angela R. Davis,

Manager of Stewardship and Donor Relations, College of Pharmacy, Purdue University (first term)

• Director at Large: Mike Hogan, Director of Development, Culver Academies (first term)

• Director at Large: Matt TerMolen, Associate Vice President, Campaign Manager, Northwestern University (first term)

• Director at Large: Josh Harraman, Director, Student and Young Alumni Programs, The Ohio State University Alumni Association (second term)

• Chair Elect: Brad Bundy, Senior Associate Vice President, University Advancement Miami University

• Treasurer: Jeff Wendorf, Vice president of Alumni Relations and Development, University of Wisconsin Alumni Association

Board members ending their service were acknowledged: Jeff Liebermann, Debbie Ackerman, Jon Barada, Karen Dyer, and Mike Worley.

In closing he recognized the generous support of the sponsors and thanked those that were in attendance.

A motion from the floor to formally adjourn the CASE District V Annual Meeting was made and seconded. The meeting was adjourned.

Respectfully submitted,

Vicki ReaumeEastern Michigan UniversityCASE V Secretary 2013

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CASE V Financial SummaryJuly 1, 2013–June 30, 2014 REVENUE Conference Registration Fees $339,598 Exhibitor/Consultant Registration Fees $54,775Sponsorships $45,664 Special Event Fees $10,494 Pride of CASE V Awards Entry Fees $26,249 Miscellaneous $2,312 Interest Earnings $33,474 Investment Gains/Losses $55,329 TOTAL REVENUE $576,665 EXPENSES Conference Related Expenses Conference Planning and Operations $39,230 Conference Expense 380,036 Committee On Equity $5,973 Newcomer’s Fellowships $9,066 Credit Card Fees $9,136 Total Conference Related Expenses $462,441 District Operating Expenses District Planning & Operations $51,449 Investment Management 3,962 Insurance/Operations $3,654 Communications $7,414 Professional Development/Scholarships $5,600 Awards & Recognition $3,721 CASE National Expenses $1,083 Total District Operating Expenses $763,883

TOTAL EXPENDITURES $539,324 EXCESS REVENUE OVER EXPENDITURES 37,341

Treasurer’s Report Fiscal Year 2014 Annual Meeting • Chicago Sheraton Hotel and Towers | December 14, 2014

CASE District V continues to operate with a philosophy of responsible fiscal management to maintain a strong financial position. CASE V ended 2013–2014 with assets totaling $1,219,907. This was a net gain of $37,342 over the previous year.

The annual conference was highly successful and generated a net increase in conference registration and exhibitor fees. We also experienced increased positive returns on district investments over the previous fiscal year. The conference committee and board continued to make efforts to reduce costs throughout the district. Additionally, we maintain an adequate operating reserve and are well positioned for any potential future economic downturn without drawing upon investment capital.

The district continues to be mindful of efficient planning and preparation for the conference. Additionally, we have diligently been watching long-term investments, which are part of a pooled investment fund with other CASE Districts. The fund is managed by The Monument Group of Wells Fargo Advisors, through CASE International. The investment policy for these funds is determined by the CASE District Chairs Council. CASE staff in Washington, D.C., files all required IRS reports and oversees an annual audit of all council funds.

Shown on this page are the CASE District V Financial Summary and Fund Balance for July 1, 2013 through June 30, 2014. Financial statements for 2013–2014 are available for review at the Hospitality Desk during the conference.

I would like to thank the members of the Financial Review Committee and the Executive Committee of the Board of Directors for their work in reviewing District V’s fiscal policy and financial statements throughout the year. Their assistance is invaluable in maintaining District V’s sound fiscal position. I would also like to express my gratitude to the CASE V Board of Directors and Conference Committee for all their hard work and fiscal responsibility on behalf of the district.

Respectfully submitted,

Jeffrey R. WendorfCASE V Treasurer

ASSETS Cash and cash equivalents $385,501 Investments $826,062 Accounts receivable $8,345

TOTAL ASSETS $1,219,908 LIABILITIES AND NET ASSETS Accounts payable $27,943 Deferred revenue $3,400 Total liabilities $31,343 Net assets - unrestricted $1,188,565

TOTAL LIABILITIES & EQUITY $1,219,908

CASE V Balance Sheet as of June 30, 2014

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Best Practices in Alumni Relations GOLD AWARD – PLATINUM FINALIST Marquette University Marquette University CEO Roundtable Program

SILVER AWARD Northwestern University Northwestern University Alumni-Only MOOC

BRONZE AWARD Marquette University National Marquette Day: A Nontraditional Homecoming

Teresa Du Bois Exline Award for Best Practices in Communications and Marketing

GOLD AWARD – PLATINUM FINALIST Illinois State University ISU 365

GOLD AWARD – PLATINUM FINALIST Indiana University Career Development Center Campaign

SILVER AWARD Northwestern University University Case Statement

BRONZE AWARD University of Southern Indiana The University of Southern Indiana —

a couture, evolved brand is debuted on the catwalk and beyond

HONORABLE MENTION University of Michigan, Ann Arbor University of Michigan Branding and Visual Identity

Best Practices in Fundraising GOLD AWARD – PLATINUM FINALIST Purdue University Purdue Day of Giving

SILVER AWARD Indiana State University Honoring a Legend: The Larry Bird Scholarship Dinner and Statue Dedication

Best Practices in Fundraising Campaigns BRONZE AWARD Capital University The GOLD Cup Challenge

HONORABLE MENTION John Carroll University

Best Practices in Advancement Services Programs GOLD AWARD – PLATINUM FINALIST DePaul University Asking the Right Questions, Getting the

Right Answers: Leveraging Technology to Springboard Advancement Success

HONORABLE MENTION Eastern Illinois University System and Reporting Upgrades

to Membership Processing at WEIU (PBS Station)

HONORABLE MENTION Eastern Illinois University Endowments, Designations, Donors,

and Scholarship Recipients

HONORABLE MENTION Eastern Illinois University Automating Annual Fund Pledges

PRIDE OF CASE V AWARD WINNERS AND CASE PLATINUM FINALISTS

The 2014 Pride of CASE V Awards Ceremony will be Monday, December 15, 2014 at 4:15 p.m. Ballroom I and II, at the Sheraton Hotel in Chicago.

Excellence in Photography GOLD AWARD – PLATINUM FINALIST Grand Valley State University Grand Valley U. Excellence in Photography

SILVER AWARD University of Michigan–Ann Arbor MOMENTS: Learning Medicine @

Michigan Today BRONZE AWARD University of St. Thomas Mark Brown Portfolio

Best Articles of the Year GOLD AWARD – PLATINUM FINALIST University of Chicago A Life Aquatic

GOLD AWARD – PLATINUM FINALIST University of Iowa A Time to Say No

SILVER AWARD Illinois Wesleyan University Of a Feather

BRONZE AWARD University of Michigan Art of the Arab Uprising

HONORABLE MENTION DePauw University Glass Through History

HONORABLE MENTION Illinois State University Earliest educators: Reflections of one-room schoolhouse teachers

Awards program sponsored by

70 www.casefive.org


CASE DISTRICT V AWARD CATEGORIES

Best Student Alumni Programming GOLD AWARD Ripon College Career Discovery Tour Program

SILVER AWARD University of Minnesota–Twin Cities Design Student and Alumni Board: University of Minnesota College of Design

BRONZE AWARD Winona State Alumni College: Professor for a Day

Best Collaborative Program GOLD AWARD Miami University Day Without Donors

SILVER AWARD John Carroll University JCU Alumni Business Directory

BRONZE AWARD Marquette University Marquette University CEO Roundtable Program

HONORABLE MENTION Marquette University National Marquette Day: A Nontraditional Homecoming

Best Volunteer Engagement Program

GOLD AWARD University of Michigan, Ann Arbor Engaging Recent Graduate Volunteers

for Lifetime Philanthropy

SILVER AWARD University of Minnesota–Twin Cities Engagement at Every Level University

of Minnesota School of Architecture Centennial Celebration

Best New Alumni Program GOLD AWARD Cleveland State University Passport Cleveland Series

SILVER AWARD Miami University 18 of the last 9

BRONZE AWARD Ohio University On the Green Weekend HONORABLE MENTION The Ohio State University The Ohio State College of Public Health — Fireside Chats

Best Alumni/Institution Magazine, 2,999 FTE or fewer GOLD AWARD Taylor University Taylor Magazine

SILVER AWARD Albion College Io Triumphe!

Best Alumni/Institution Magazine, 3,000 to 9,999 FTE GOLD AWARD University of St. Thomas St. Thomas Magazine

SILVER AWARD Miami University Miamian

Best Alumni/Institution Magazine, 10,000 FTE and up GOLD AWARD Grand Valley University Foundation Horizons

SILVER AWARD Bowling Green State University BGSU Magazine

Best Video/CD-ROM, Fundraising, Alumni Relations, or Commercial Spots GOLD AWARD University of Michigan LSA Victors: Our Legacy, Our Future

SILVER AWARD Northwestern University We Will. The Campaign for Northwestern

Best Program Engaging Institution CEO in Fundraising No Awards Given

Best Program in Annual Giving GOLD AWARD Gustavus Adolphus College Student Handwritten LYBNT Campaign

SILVER AWARD St. Norbert College St. Norbert Fund: “Plant a Seed”

BRONZE AWARD Franklin College #GivetoGRIZ: Taking a One-Day Giving

Challenge from Good to Outstanding

HONORABLE MENTION Antioch College Antioch College Giving Tuesday Competition

Best Program in Donor Recognition/ Stewardship GOLD AWARD The Ohio State University The Impact of Your Gifts: Recognizing

and Stewarding Donors of the College of Education and Human Ecology, The Ohio State University

SILVER AWARD Purdue University 2014 Purdue Astronaut Reunion:

From the Universe to the University, Our Astronauts Return Home

BRONZE AWARD Lawrence Technological University Corporate Partners — Enhance

education and career opportunities for LTU students and alumni

HONORABLE MENTION Miami University Day Without Donors

PRIDE OF CASE V AWARD WINNERS

www.casefive.org 71


Best Program in Case Statements/ Cultivation Publications GOLD AWARD Indiana University SGIS

SILVER AWARD University of Michigan, Ann Arbor Law School Case

BRONZE AWARD University of Michigan, Ann Arbor University of Michigan Health System

Victors for Michigan Case Statement

BRONZE AWARD Northwestern University University Case Statement

HONORABLE MENTION Miami University Miami University 2014 “Giving Tribute:

End of Campaign Report”

Best Video Feature GOLD AWARD University of Illinois at Chicago Fruit Oasis in a Food Desert

SILVER AWARD University of Michigan, Ann Arbor Be Smart — Freshman Orientation Video

BRONZE AWARD Indiana University Give Close to Your Heart: Give to IU

HONORABLE MENTION Saint Xavier University SXU FOCUS Video

Best Video/DVD/CD-ROM, student recruitment GOLD AWARD Culver Academies Forge Your Future — Constructing Worlds of Meaning

SILVER AWARD Culver Academies Forge Your Future — Character On

and Off the Field

BRONZE AWARD University of Michigan, Ann Arbor (LSA) American Culture. Global Perspective.

HONORABLE MENTION Valparaiso University Valparaiso University Commencement 2014

Best Radio PSA or Commerical Spot SILVER AWARD Southwest Tech Foundation Every Day is a Day for

Southwest Tech Students

BRONZE AWARD Saint Xavier University Bears/Sox Radio

Best Video PSA or Commerical Spot GOLD AWARD Rockford University Rock Solid TV Spots

GOLD AWARD University of Michigan, Ann Arbor Victors Valiant

GOLD AWARD University of Michigan, Ann Arbor Now Is Our Time

GOLD AWARD Valparaiso University Where Passion Meets Purpose

BRONZE AWARD Northwestern University Join our Northwestern, Online Community

HONORABLE MENTION Indiana University East IU East Online

Best Electronic Newsletter GOLD AWARD Hathaway Brown School www.hbu.edu

SILVER AWARD Bowling Green University BGSU website

SILVER AWARD Carthage College Carthage College website

BRONZE AWARD University of Michigan, Ann Arbor University of Michigan Ann Arbor —

Gateway Site umich.edu

Best Website, Individual Page or Section GOLD AWARD The Culver Academies Culver.org — Giving to Culver

GOLD AWARD Northwestern University WeWill.Northwestern.edu

SILVER AWARD University of Michigan Law School Victors for Michigan

BRONZE AWARD Indiana University School of Nursing IU School of Nursing website

Best Tabloid/Newsletter for Internal Audience GOLD AWARD Indiana University Inside IU Bloomington

SILVER AWARD The Ohio State University onCampus — the Faculty/Staff Newspaper

of The Ohio State University


72 www.casefive.org


PRIDE OF CASE V AWARD WINNERS

Best Tabloid/Newsletter for External Audience BRONZE AWARD Indiana University Kokomo Indiana University Kokomo

Alumni Newsletter

Excellence in Print Advertising GOLD AWARD Purdue University Touching Down: 2014 Purdue

Astronaut Reunion

SILVER AWARD Illinois State University Illinois State University Emergency

Alert Campaign

BRONZE AWARD Indiana University IU East Billboards

Best Viewbook GOLD AWARD University of Michigan, Ann Arbor University of Michigan LSA viewbook

BRONZE AWARD Purdue University Purdue University Admissions Viewbook

Fall 2015

BRONZE AWARD Illinois State University Illinois State University Viewbook

Excellence in Design, Brochures GOLD AWARD Cleveland State University 2013–2014 New Student Welcome Kit

SILVER AWARD Miami University Fall Travel Cards

BRONZE AWARD Illinois State University Student Fitness Center Activate

Program Guide

Excellence in Design, Series GOLD AWARD University of Michigan College of Literature, Science, and Arts

(LSA) Victors Campaign Design Series

GOLD AWARD Illinois State University Admissions Materials

BRONZE AWARD Cleveland State University 2013–2014 ENGAGE Newsletter Series

Excellence in Design, Posters, Individual Poster GOLD AWARD University of St. Thomas JUST for you

SILVER AWARD Purdue University Purdue Astronaut Reunion

BRONZE AWARD The Ohio State University How to be an Engaged Alumnus Infographic

HONORABLE MENTION John Carroll University Tuhy Lecture Series

Excellence in Design, Posters, Poster Series GOLD AWARD Purdue University Touching Down: 2014 Purdue

Astronaut Reunion

SILVER AWARD Illinois Institute of Technology Mies Pieces

BRONZE AWARD Cleveland State University Engage

HONORABLE MENTION St. Xavier University The Counseling Center Poster Series

Excellence in Design, Miscellaneous GOLD AWARD Indiana University East IU East BusWrap

SILVER AWARD Washington University, St. Louis 2014 Engineering Research Calendar

BRONZE AWARD University of Michigan University of Michigan School of

Information 2013–2015 Calendarzine

HONORABLE MENTION The Ohio State University Overview brochure for the College of Education and Human Ecology

Best Specialized or Unit-Level Magazine GOLD AWARD Northwestern University Weinberg, the magazine of Weinberg

College of Arts and Sciences

SILVER AWARD Washington University, St. Louis A&S Magazine

BRONZE AWARD Hathaway Brown School Learn for Life

Best Illustration/Graphic GOLD AWARD University of Michigan LSA Department of Philosophy Illustration

SILVER AWARD Illinois State University WGLT Winter and Spring Events Program

BRONZE AWARD Illinois State University University Advancement

Halloween Treat Fest Poster

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Excellence in Feature Writing, Individual GOLD AWARD University of Cincinnati Advocating for the Innocent

SILVER AWARD University of Michigan, Ann Arbor Down the Great River

BRONZE AWARD University of Minnesota–Twin Cities Shaped by the Land

HONORABLE MENTION University of Iowa Time to Say No

Excellence in Feature Writing, Series GOLD AWARD University of Southern Indiana USI Magazine Spring 2014 Entrepreneurs

Three-Feature Series

SILVER AWARD DePauw University DePauw Magazine cover feature stories

BRONZE AWARD University of Illinois at Chicago Profile

Best Event on a Shoestring GOLD AWARD Michigan State University Premiere screening of Inside Out:

An in-depth look at the student experience

SILVER AWARD The Ohio State University The Ohio State University College of

Public Health’s Farm to Table Luncheon: A closer look at where our food comes from

Excellence in Special Events, Invitations, and Collateral Materials

GOLD AWARD University of Michigan College of Literature, Science, and the Arts LSA Campaign Kickoff Event Package

SILVER AWARD Purdue University Purdue University Counselor

Fly-in Invitation

BRONZE AWARD Saint Xavier University FOCUS Invitations

Excellence in Special Events, Individual Event GOLD AWARD Purdue University 2014 Purdue Astronaut Reunion:

From the Universe to the University, Purdue Astronauts Return Home

SILVER AWARD Indiana University Welcome Home, Indiana!

BRONZE AWARD Miami University Miami University Inaugural

Women in Leadership Symposium

HONORABLE MENTION College of DuPage MAC Madness Featuring

Alumnus Jim Belushi

Excellence in Special Events, Series of Events GOLD AWARD Indiana State University Honoring a Legend: The Larry Bird

Scholarship Dinner, Statue Dedication

SILVER AWARD Grand Valley State University Toast with T. Haas

BRONZE AWARD University of Minnesota–Twin Cities Keeping Faith with a Legacy of Justice:

50th Anniversary of the Civil Rights Act of 1964

HONORABLE MENTION The Ohio State University A Week of Celebration, a Lifetime

of Better Health

Best Diversity Program SILVER AWARD Purdue University Junior Minority Brochure 2014

SILVER AWARD St. Norbert College Cassandra Voss Center:

“Exploring Differences”



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Link @Sheraton Café

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Hotel M

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For Level 1 map see next page.

FREEWI-FI!

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Looking for ideas? Want to collaborate with national leaders in their field? There’s no better place than the River Exhibition Hall, directly behind the Conference Registration on Sheraton’s Lower Level. The Resource Center is the place for ideas and answers. Refreshment breaks, prizes and fun will be part of an environment featuring dozens of organizations that can deliver products and services to help you advance your programs.

Exhibit Hall Hours Sunday, Dec. 14 • 5–7 p.m.

5 p.m. Center Opens5–7 p.m. Opening Networking Reception

Monday, Dec. 15 • 7:30 a.m.–5 p.m. 7:30–9 a.m. Free A.M. Starter and Roundtables10–10:30 a.m. Refreshment Break12–1 p.m. Roundtables (Lunch for purchase) (opens at 11:45 a.m.)2:30–3 p.m. Refreshment Break

Tuesday, Dec. 16 • 7:30–10:45 a.m.7:30–9 a.m. Free A.M. Starter and Roundtables10:45–11 a.m. Refreshment Break

Refreshment Breaks On Monday and Tuesday between sessions, relax! Come to the Exhibit Hall, Lower Level, to enjoy free refreshments and talk with colleagues, exhibitors, and consultants.

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District V

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Amplo AdvanceThe Amplo platform is your complete solution for online advancement. From sending alumni fund outreach, to providing fully integrated crowdfunding pages for your educational, athletic, and student-led programs.

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Aspen Leadership GroupSupporting successful careers in philanthropy. A national network of fundraising leaders. Through executive search and consulting services, and with a focus on careers rather than isolated jobs, we build enduring and productive relationships with individuals pursuing careers in philanthropy and with leaders of organizations engaged in philanthropy.

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BookWear®

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Brazen CareeristBrazen powers real-time, online events for leading organizations around the world. Our interactive communication platform, Brazen Connect, is used by hundreds of universities, companies, associations, and membership organizations for better recruiting, expanded networking, audience engagement, and revenue.

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Campbell & Company1 East Wacker DriveChicago, IL 60601312-644-7100Booth # 7

CCS Fundraising461 Fifth Ave.3rd FloorNew York, NY 10017646-572-7610www.ccsfundraising.comBooth # 4

List of Exhibitors District V

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Centron Data Services, Inc.Centron provides highly personalized direct mail services for annual appeal campaigns, capital campaigns, admission mailings and alumni communications. Centron also provides design and layout services, and copy writing and editing. With over 28 years of higher education industry experience, Centron can help you increase your response rates, improve efficiency, and lower costs.

1175 Devin DriveNorton Shores, MI 49441800-732-8787Booth # 6

CFRE InternationalCFRE International certifies experienced fundraising professionals aspiring to the highest standards of ethics, competence, and service to the philanthropic sector. Our vision is a world where philanthropy is practiced in an environment of trust, respect, and accountability.

300 N. Washington St. Suite 504Alexandria, VA 22314703-820-5555www.cfre.orgBooth # 18

Community Phonecast by Munley Company800 Fourth Avenue Suite 4Grinnell, IA 50112641-236-0285communityphonecast.comBooth # 16

Consort Display GroupConsort Display Group is a veteran-owned small business that manufactures and sells display products, including KBW BannerFlex® light-pole banner mounting hardware, KBW® screen print and digital banners, retractable banners, and more. Consort recently introduced FlagTrax and FlagTrax LED, which allows users to change light-pole banners from the ground without the use of bucket trucks.

2129 Portage St.Kalamazoo, MI 49001800-525-6424www.consort.comBooth # 27

Council for Advancement and Support of Education

CASE is a professional association serving educational institutions and the advancement professionals who work on their behalf in alumni relations, communications, development, marketing, and allied areas. CASE helps its members build relationships with their alumni and donors, raise funds, produce recruitment materials, market their institutions, and foster public support of education.

1307 New York Ave. N.W.Suite 1000Washington, DC 20005202-328-CASEwww.case.orgBooth # 63

Crescendo Interactive, Inc.Serving the industry for over 30 years, Crescendo provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom websites, eNewletters for donors and advisors, royalty-free literature, bequest marketing, social networking, analytics, the #1 planned gifts marketing software, and more.

110 Camino RuizCamarillo, CA 93012800-858-9154www.CrescendoInteractive.comBooth # 17

Curtis 1000Direct marketing communications for educational institutions — direct mail, emarketing, kitting and fulfillment, promotional products, labels, creative services, and much more.

1725 Breckinridge ParkwayDuluth, GA 30096678-924-2165www.curtis1000.comBooth # 3

Custom Specialty Promotions593 North Wolf RoadWheeling, IL 60090847-808-1500Booth # 67

FeatsFull-service events strategy and production agency. We help universities such as Johns Hopkins, Duke, Rice, Boston, Wake Forest, and Harvard Business School craft long-term engagement strategies, regional outreach, and milestone events that inspire commitment and action in key audiences. We bring fresh solutions to every client; transforming brands into experiences designed to generate results.

3 East Read St.Baltimore, MD 21202410-727-5575http://www.featsinc.comBooth # 29

Gonser Gerber LLPGonser Gerber, the nation’s first and most innovative advancement consulting firm, has provided over 650 clients with customized, results-oriented counsel, raising billions of dollars in the process. Services include comprehensive advancement and campaign counsel, readiness studies, audits, strategic planning, and professional development through Gonser Gerber Institute programs.

1776 Legacy Circle Suite 100Naperville, IL 60563630-505-1433http://www.gonsergerber.comBooth # 28

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Harris ConnectHarris Connect is the leading provider of fundraising, directory, and data solutions for over 50 years. We provide nonprofit organizations, including colleges, universities, and other educational institutions with comprehensive, multi-channel solutions to better engage their alumni, increase participation, and generate revenue.

1400A Crossways Blvd.Chesapeake, VA 23320757-965-8128www.harrisconnect.comBooth # 11

HigherEdJobsHigherEdJobs® is the leading source for jobs and career information in academia. During 2013, more than 136,000 faculty, administrative, and executive jobs were posted to the company’s website, which is visited by more than one million unique visitors each month.

328 Innovation Blvd. Suite 235State College, PA 16803814-861-3080www.higherejobs.comBooth # 61

iModules SoftwareiModules is the leading constituent engagement management provider for educational institutions. We deliver an integrated, online platform that transforms how institutions strengthen constituent relationships and achieve fundraising success.

5101 College Blvd.Overlands Park, KS 66211913-888-0772www.imodules.comBooth # 59

iWave Information SystemsiWave empowers organizations by uncovering major gift opportunities Having been in business for 20 years with clients such as MIT, Harvard, and University of Chicago, iWave empowers organizations by aiding in uncovering major gift opportunities with Prospect Research Online (PRO). PRO offers the best philanthropic and wealth data to help you understand who your top prospects are.

28 Hillstrom Ave.Charlottetown, PE 902-626-0486www.iwave.comBooth # 45

Johnson, Grossnickle and AssociatesSince 1994, Johnson, Grossnickle and Associates has taken an authentic, strategic approach to provide premier philanthropic consulting services to private colleges, seminaries, and independent schools. Our firm specializes in assisting larger nonprofit groups with capital campaigns, development audits, feasibility studies and general fundraising counsel.

29 South Park Blvd.Greenwood, IN 46143317-215-2400www.jgacounsel.comBooth # 40

Karen Singer Tileworks Inc.“A Fine Art Approach to Donor Recognition” Helping nonprofits achieve and exceed their fundraising goals for over 20 years. We design a work of art that captures your organization’s identity and help raise funds — before, during, and well after the campaign. Inspire, engage, and recognize your donors.

90 E. Church LanePhiladelphia, PA 19144215-849-7010www.karensinger.comBooth # 70

Liberty Creative SolutionsLiberty Creative Solutions specializes in personalized direct marketing strategies tailored specifically for Colleges and Universities. Our marketing programs coupled with our print services have enabled our clients to achieve their goals. We provide a seamless process of concept, design, branding, print production and implementation all under one roof.

18625 West Creek DriveTinley Park, IL 60477708-633-7450Booth # 52

Liberty Mutualwww.LibertyMutual.comBooth #71

Market Mapping plus LLCDirect marketing consultant specializing in highly targeted personalized constituent postal and email campaigns. Focused on increasing your alumni and development response through effective personalization.

4003 Woodland Creek Drive #303Grand Rapids, MI 49512616-956-7129www.marketmappingplus.comBooth # 33

Marts & LundyMarts & Lundy’s team of fundraising consultants offers an unparalleled breadth and depth of knowledge and expertise. We have served more than 8,000 clients worldwide, achieving extraordinary results. Our comprehensive services range from campaign planning and counsel to more specialized offerings in strategic communications, analytical solutions, and talent development.

1200 Wall Street W.Lyndhurst, NJ 7071201-460-1660www.martsandlundy.com Booth # 20

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Mercer ConsumerThe service array Mercer Consumer provides supports every facet of operations — from students to alumni, faculty and staff to retirees, and all the campus operations that touch them. Mercer’s product and services provide you with the knowledge, resources, and security. For additional information, call John Laskowski at 1-812-340-0706.

540 W. Madison Street Suite 1200Chicago, IL 60661812-340-0706www.mercer.comBooth # 2

Nationwide InsuranceNationwide Insurance is a leader in the insurance and financial services industries with 88 years of experience, $183 billion in assets, and nearly 34,000 associates. Nationwide offers a comprehensive suite of products, which allows our partners to optimize the overall value of their affinity program.

1 Nationwide PlazaColumbus, OH 43215614-353-6073www.nationwide.com/affinityBooth # 38

Ohio UniversityThe mission of university advancement is to inspire meaningful investment in Ohio University by building relationships that transform lives. Our team enriches university life by securing the private support that makes excellence possible. We tell the story of Ohio and champion its mission across the state, the nation, and the world.

McGuffey HallRoom 101Athens, OH 45701740-597-1622http://www.ohio.edu/advancementBooth # 49

OnBase by HylandHyland is one of the largest ECM software providers for higher education. To support the enterprise, Hyland tailors its flexible, scalable, and secure ECM solution, OnBase, to fit specific processes campus wide. This end-to-end solution enables institutions to leverage existing investments, integrate with ERP systems, and alleviate administrative burdens on IT.

28500 Clemens RoadWestlake, OH 44145440-788-6834www.OnBase.comBooth # 60

Palmer Non-Profit Communications2902 3rd St. S.Waite Park, MN 56387320-492-1265Booth # 53

Paschal Murray Executive SearchPaschal Murray, Inc. is a firm that has a special focus in recruitment for advancement professionals and, since 1978, has been assisting educational institutions in building senior leadership teams. They are the “Chair People” and filling empty chairs is all that they do.

8311 Brier Creek PkwySte 105502Raleigh, NC 27617760-863-4512www.paschalmurray.comBooth # 32

PCI: notthebigcompanyPCI creates and manages alumni web communities and publishes alumni directories for educational institutions. Our clients are more severely challenged to find ways to fund their missions than ever before. PCI’s products and services help them meet the challenge by driving alumni engagement and maximizing contributions.

4835 LBJ FreewayFloor 11Dallas, TX 75244214-530-0341www.publishingconcepts.comBooth # 42

Pentera, IncPentera, Inc is the leading full-service planned giving marketing communications firm. Providing personal service and innovative custom solutions to reflect the uniqueness of each mission and budget since 1975. You know your mission is special, and so do we.

8650 Commerce Park PlaceSuite GIndianapolis, IN 46268317-875-0910www.pentera.comBooth # 41

PledgemineAt Pledgemine, we’re experts at helping annual giving programs connect through one-to-one messaging. Your donors will respond when you use segmentation. We will help you use your data to reach more people in a personal way. Pledgemine helps you save time through automation, spend less to reach the right people with segmentation, and raise more money through our personalized solutions.

1613 Ogden Ave.Lisle, IL 60532630-541-8480www.pledgemine.comBooth # 51

ReeherReeher is a leading developer of cutting-edge software services to improve the efficiency and effectiveness of higher education fundraising efforts. Our signature Reeher Platform provides university development leaders at institutions of all sizes with tools to track and measure effectiveness, discover new opportunities, engage constituents, and improve ROI.

165 Western Ave N.Ste 8Saint Paul, MN 55102651-789-1700www.reeher.comBooth # 44

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Royall & CompanyRoyall & Company’s Advancement division works with colleges and universities to create strategic advancement campaigns that increase donors and dollars. Royall’s partners enjoy significantly higher donor numbers, increased revenue, and strong ROI right from the start of their partnerships. Those results lead to sustained long-term growth and build a robust pipeline for major gifts.

1920 E. Parham RoadRichmond, VA 23228800.899.7227www.royall.comBooth # 58

RuffaloCODYFounded in 1991 and headquartered in Cedar Rapids, IA, RuffaloCODY is the leading provider of technology-enabled fundraising and enrollment management services and software. Today, RuffaloCODY serves more than 900 nonprofit organizations and institutions of higher education throughout the United States, Canada, Australia, and the UK.

1025 Kirkwood Parkway S.W.Cedar Rapids, IA 52404319-362-7483www.ruffalocody.comBooth # 31

snavelyassociates.comSnavely Associates plans, creates, and executes communications for nonprofits. Through thoughtful collaboration, drawing upon our experience, and driven by a desire to challenge boundaries, we deliver breakthrough ideas that elevate and radiate our clients’ brands and enhance their capacity to change and enrich lives.

112 West Foster Ave Suite 401State College, PA 16801814-234-3672snavelyassociates.comBooth # 39

Social TablesSocial Tables is the industry-leading provider of cloud-based hospitality software that positions academic venues to work more collaboratively with their customers. More than 30,000 users rely on their product line, which includes On-Site, 3D room diagramming, and event attendee management. Users include Harvard, the University of Texas and Loyola Chicago.

700 6th Street N.W.Suite 420Washington, DC 20001877-973-2863https://www.socialtables.comBooth # 54

Superior Ideas c/o Michigan Technological University

Superior Ideas is a crowdfunding platform that helps bring university research and public service projects to life. By harnessing the power of crowdfunding, we can raise funds for university research and public service projects that are not normally suited for grant funding. Your donation provides scientists with the support necessary to make new discoveries and is also tax deductible.

1400 Townsend Drive202B Lakeshore CenterHoughton, MI 906-487-1115www.superiorideas.orgBooth # 68

The John Roberts CompanyAt The John Roberts Company we have the tools and technology to help you build powerful multi-channel campaigns that deliver results. Our dedicated in-house team will help you craft relevant messages and unique communications in order to help you reach, resonate, and engage with your targeted constituents. It’s time to start getting the results you desire!

9687 East River RoadMinneapolis, MN 55433763-755-5500http://info.johnroberts.com/eduBooth # 50

The Stelter CompanyIn business since 1962, The Stelter Company is the strategic partner nearly 2,000 leading nonprofits nationwide depend on most to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus, and creative services.

10435 New York Ave.Des Moines, IA 50322800-331-6881www.stelter.comBooth # 22

UCLA10900 Wilshire Blvd Suite #600Westwood, CA 90024310-752-1961www.developmentcareers.ucla.eduBooth # 1

UF Office of Development and Alumni AffairsThe UF Office of Development and Alumni Affairs is a growing team with a spirit of collaboration, unrelenting work ethic and tradition of achievement. Come be a part of our story as we partner with the university in pursuit of excellence and strive to be regarded among the best university advancement programs in the nation.

1938 W. University Ave.Gainesville, FL 32669352-846-1128http://uff.ufl.eduBooth # 48

USI Affinity Collegiate Insurance ResourcesStrengthen alumni relationships by offering them relevant, top-rated insurance and financial products — all from one source. Collegiate Insurance Resources (CIR) is the leader in comprehensive insurance programs. More than 300 alumni associations chose CIR to provide their constituents with The Alumni Insurance Program,® which features products and discounts especially for alumni.

3070 Riverside DriveColumbus, OH 432218-020-486-8501www.CollegiateInsuranceResources.comBooth # 19

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Washington University in St. LouisWashington University in St. Louis, a medium-sized, independent research university, is highly regarded as a world leader in teaching, research, and service to society. Leading Together: The Campaign for Washington University makes this an exciting time to consider career opportunities in Alumni & Development. For more information, visit http://alumni.wustl.edu/ContactUs/Career_Opportunities.

7425 Forsyth Blvd.St. Louis, MO 63105314-935-39894http://wustl.edu/Booth # 9

Wilson-Bennett Technology Inc.Wilson-Bennett Technology Inc. offers customized phonathon services, including on-campus management, off-campus calling, software leasing, and membership and admissions calling. Serving over 100+ clients yearly, we have the experience and knowledge to help take your phone program to the next level.

140 Professional Drive Suite 2Cabot, AR 72023501-941-2499https://wilson-bennett.comBooth # 5

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Have an idea?To assist the CASE V Conference Committee in identifying topics and speakers for the 2015 District Conference, please suggest presentation topics and possible presenters.

Please take a moment and complete the form below. You may suggest a topic, a speaker or speakers, or both.

Presentation topic _____________________________________________________________________________

Recommended emphasis area ____________________________________________________________________

Brief description ______________________________________________________________________________

____________________________________________________________________________________________

____________________________________________________________________________________________

____________________________________________________________________________________________

Suggested presenter(s), their title(s) and institution(s) _________________________________________________

____________________________________________________________________________________________

____________________________________________________________________________________________

Recommending person’s name __________________________________________________________________

Recommending person’s email __________________________________________________________________

This presentation would be valuable to: _____ young professionals _____ senior professionals _____ all Please return this form to the Registration Desk on Level 1 during the conference.

CASE V

Proposal form

online at

www.casefive.orgReturn by mail no later than Jan. 15, 2015 to:Josh HarramanDirector, Alumni and Constituent EngagementThe Ohio State University Alumni AssociationLongaberger Alumni House2200 Olentangy River RoadColumbus, OH [email protected]


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CASE District V 40th Annual Conference, Dec. 2014

Documents

Transcript of CASE District V 40th Annual Conference, Dec. 2014