JANUARY 8-10, 2012 / DENVER

WELCOME/CONFERENCE MAPS

On behalf of the Conference Committee and the District VI Board

Welcome to Denver and the 2012 CASE VI Conference!

We hope this conference will Expand Horizons for you personally and professionally. This is a one-stop shop for advancement training in all areas and for your personal growth through our keynote speakers and management sessions. Take some time to review the program and read the descriptions on the educational sessions. The next few days will be packed with dynamic pro-gramming to broaden horizons and get you excited

to get back to work. The tools will be provided to expand work ideas and provide solutions to you. Take advantage of not only the vibrant speakers who have been assembled for you, but network with fellow colleagues. They are some of the best to learn from. Your institution believes in you and that is why they sent you here. Expand Horizons outside of your typical track. Attend one session that is not in your

COMMUNICATIONSMARKETIING

DEVELOPMENT NEWPROFESSIONAL

COMMUNICATIONSAND MARKETING

Awards15 to 21

Schedule2 to 14

District VI22 to 26

Scholarships27

CASE The Council for Advancement and Support of Education is the professional orga-nization for advancement professionals at all levels who work in alumni relations, communications and marketing, fundraising and other areas. Today, CASE’s mem-bership includes nearly 3,400 colleges, universities, independent elementary and secondary schools, and educational associates in 60 countries around the world.

REGISTRATION & HOSPITALITY Outside the Ballroom

Saturday / 12 - 4 PM Sunday / 8:30 AM - 6 PM Monday / 7:30 AM - 4:30 PM Tuesday / 7:30 AM - 1 PM Visit the CASE Registration & Hospitality Desk if you have questions about the con-ference and happenings in Denver. Among the information available is a list of area restaurants, shopping, and local attractions and entertainment. A message board is available to exchange messages or post information, such as job opportunities at District VI schools.

CASE VI GOES GREEN! Evaluation Forms Now Online. Your comments, ideas and suggestions on the con-ference are important and will help shape next year’s conference. All conference participants will receive an email with a link to the particular day’s session evalu-ation at the end of each conference day. Evaluation forms can also be found at www.casevi.org. The overall conference evaluation form will also be emailed to you after the conference. Please take time to give us your thoughts on the conference. Green Conference Attendee List In An Effort To Be Green, The Conference Attendee List Has Been Emailed To You. If You Haven’t Received The Email, Please Visit The Registration & Hospitality Desk.

Kevin ThompsonChair, District VI

Expanding Horizons Session Presentations Online. CASE VI will have an online resource page of session presentation PowerPoints available to those attending the Expanding Horizons conference. An email with additional information will be sent a few weeks following the conference.

REFRESHMENT BREAKS Between sessions, relax! Come to the Ballroom to enjoy refreshments, catch up on email and talk with colleagues and business partners.

LOST AND FOUND If you find or lose conference materials or personal items, stop by the Registration & Hospitality Desk outside the Ballroom.

GIVEAWAYS Working with our business partners helps us do our jobs better every day. We invite you to connect and interact with them in the Ballroom throughout the conference. Pick up a passport and get 10 business partner signatures to enter the drawings for one of our cash prizes. Drawings will be held on Sunday night and Monday and Tuesday luncheons. You must be present to win.

RESOURCE EXCHANGE If you are seeking new ideas or ways to improve existing programs, this is the place to share and learn. The Resource Exchange is a collection of materials de-veloped by fellow CASE colleagues, and they’re available for you to peruse at your convenience. Pick up what looks good and might be helpful, and take it back to your campus. You’ll find printed materials in every imaginable format: magazines, tabloids, newsletters, technology, features, membership, annual reports, presi-dent’s reports, student recruitment, fundraising, direct mail appeals, calendars, posters, capital campaigns and much more.

ROUNDTABLES

PAGE IDENTIFICATION

exact discipline! Speak with a Business Partner about their products! Network with someone from a different type of institution! All of these will in-crease your knowledge base of education and might give you an entirely new perspective. District VI appreciates the support of all of our sponsors and exhibitors. They are true profession-als and experts in their fields. Thank you to all of the volunteers who have worked for over a year to

put together the conference. We know you set aside precious time to accomplish your volunteer role. A simple “Thank You” is not enough. Your time, tal-ent and energy is greatly appreciated. To all of our colleagues attending, Welcome! We are excited to have all of you here!

Sara Wald2012 Conference Chair

“Expand outside your typical track”

MANAGEMENT SOCIAL MEDIAALUMNI

Saturday, January 7, 20121:00 - 1:45 PMNew Professionals: Welcome, Introductions and OverviewDenver V & VI Diane Caldbeck, Associate Vice President for Alumni & Developmentat Drake University

1:45 - 2:30 PMNew Professionals: Advancement Through a President’s EyesDenver V & VIStephen Jordan, President at Metropolitan State College of DenverJill Tiefenthaler, President at Colorado CollegeGet a first-hand glimpse of the chief administrator’s perception of advancement and its various departments straight from a college president. Hear what presidents expect from advancement professionals, what criteria they use to evaluate our work, and how they can assist our efforts.

2:45 - 3:45 PMNew Professionals: Keys to Success in the ProfessionDenver V & VIJohn Smith, Vice President for Alumni & Development at Drake UniversityMark Jastorff, Executive Director of Alumni Association,Metropolitan State College of DenverSarah Morris, Assistant Vice Chancellor for University Communications at UMKCKen Converse, Vice President for Institutional Advancement, Buena Vista UniversityA panel of advancement managers will share their perspectives on how to succeed in the field of advancement. No topic is off limits from performance expectations to managing and motivating staff members.

3:45 PM - 4:45 PMNew Professionals: Keys to Success ContinuedDenver V & VI Jennifer Hopkins, Volunteer, North Dakota State UniversityAnne Hilton, Trustee, Drake UniversityRoss Thompson, Volunteer, Colorado State UniversityShare the diverse perspectives of a panel of alumni volunteers and donors, who will discuss their commitments to their institutions as well as the support and value they bring to their alma maters. This session will focus on the importance of relationship building by both the volunteers and donors and the respective advancement profes-sionals.

5:30 PM - 6:30 PMNew Professionals Networking ReceptionCASE Suite

6:45 PMNew Professionals DinnerParamount Café, 519 16th Street

CASE VI MEMBERS – UPCOMING CASE CONFERENCES IN DENVER

March 6-8 Workshop For Newcomers In Development Denver, ColoradoMarch 8-9 Introduction to Personal Solicitation Denver, ColoradoJune 13-15 Fundraising for Graduate and Professional Schools Denver, Colorado

For more information www.case.org and select Conferences/Training

Ribbons / Maps32 to 35

At-A-Glance35

Business Partners30 to 31

Year in Review29

Small groups, BIG ideas! These breakfast discussions in the Ballroom start at 7:30am and will yield great contacts and new ideas.

PLAN AHEAD Mark your calendar for the upcoming CASE VI conferences: December 9-11, 2012, Joint Conference with District V in Chicago, Illinois January 12-14, 2014, CASE District VI Conference in Kansas City, Missouri

CHECK OUT CASE AWARD WINNERS The CASE VI Awards Program honors institutions and individuals who demonstrate outstanding achievement in the concept and execution of advancement programs and communications. Here’s your chance to review the winning entries in the dis-trict’s annual awards program. Come and see the best advancement work going on in the district. The awards will be displayed in the Colorado Ballroom.

FOLLOW #CASEVI12 ON TWITTER @CASEVI will be tweeting updates and announcements throughout the conference. We invite you to join the conversation. Share your thoughts about sessions, your “nuggets” learned from speakers, where you’re going for a drink after the confer-ence or anything else. Follow #casevi12 to see what your colleagues are saying about the conference.

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Sunday, January 08, 20128:00 - 9:00 AMNew Professionals: Continental BreakfastDenver V & VI

9:00 - 10:00 AMNew Professionals: Overview of CASEDenver V & VIJohn Lippincott, President, CASE InternationalKevin Thompson, CEO at Dickinson State University Foundation

Learn about your professional organization and the variety of services that are available to you as an advancement professional. Hear from our CASE President about the expanded global role of the organization and how your involvement is critical to the success of CASE. In addition, meet CASE’s District VI Chair to learn about the many opportunities you have to become involved.

10:00 - 11:00 AMNew Professionals: Roundtable DiscussionsDenver V & VI John Smith, Vice President for Alumni & Development at Drake UniversityHauli Sabatka, Senior Director of Alumni Relations at Hastings CollegeSarah Morris, Assistant Vice Chancellor for University Communications at UMKCKen Converse, Vice President for Institutional Advancement,Buena Vista University

New Professionals will have the opportunity to break into groups by specialty area to discuss the essential knowledge, skills, and competencies necessary to help define their role within their organization and to enjoy success in the profession.

11:00 - 11:30 AMNew Professionals:How to Make Advancement a Career... Not a JobDenver V & VI Curt Crespino, Vice Chancellor,University Advancement at University of Missouri, Kansas City

A District VI advancement icon will share his passion for higher education, the reasons he chose and stayed in this profession, and the lessons he has learned along the way.

11:30 - 12:00 PMNew Professionals: The WrapDenver V & VI Diane Caldbeck, Associate Vice President at Drake University

Diane Caldbeck and members of the class will report their findings and summarize the two-day New Professionals experience. Presenters will gather final thoughts on what the new professionals will take away from this CASE session in order to improve future conference offerings.

1:00 - 2:00 PMDeveloping Activities and Programsto Engage Diverse ConstituentsDenver VI Anita Walton, Director of Alumni Relations at North Carolina Central University

As campus diversity grows, so will the importance of engaging diverse constitu-ents in alumni programming and leadership activities. Alumni expect program-ming to mirror their culture and values. Tap into the resources you already have and discover techniques and strategies to jumpstart your programs using events that every alumni program hosts -- reunions. We’ll share best practices, tech-niques, challenges, and successes in this enlightening session.

Partnering to Offer Alumni Career ServicesDenver IINancy Treser-Osgood, Director of Alumni Relations at Pomona College

In this challenging economy, alumni career services are more important than ever. While reunions, faculty lectures, and travel programs provide fellowship and aca-demic stimulation, advancement professionals can provide a coveted benefit to their constituents through alumni career services. Hear from a 22-year alumni re-lations veteran about best practices in partnering to offer alumni career services at your institution.

Renovating a Fraternity: The Fraternity Alumni,University and Foundation PartnershipDenver IV Michael Bascom, Campaign Coordinator at Washburn University FoundationJuliAnn Mazachek, President at Washburn University Foundation

This session will cover the lessons learned as Washburn University, its Phi Delta Theta Alumni Chapter, and the Washburn University Foundation worked together to raise funds to significantly renovate the fraternity house on campus. The collabora-tion resulted in a successful $2 million house renovation as well as enhanced part-nerships, connections, and giving among alumni. While the project saw its share of relational, cultural, and legal issues, the commitment to find solutions greatly enhanced and revived Greek life on campus.

Living within the Brand: differentiating your schoolor college while embracing the big university brandDenver IIIKristen Smarr, Director of Communications at MU Collegeof Agriculture, Food and Natural Resources

Departments and colleges within institutions compete daily for students, external funding, prestige, and campus resources. The University of Missouri College of Ag-riculture, Food and Natural Resources has undertaken a major rebranding effort to distinguish itself while fully embracing the power and influence of the MU brand. This session will provide processes and tools for developing a brand within a brand and developing important campus relationships and unearthing resources.

Sunday Schedule



5Sunday Schedule

How Has Corporate Giving ChangedSince the Onset of the Economic Downturn?Denver I John Amato, Vice President of Development at Bethesda Lutheran Communities

Since late 2008, educational institutions have had to dial back their corporate giv-ing expectations. How have we all coped? Are there signs of a comeback? Can we rely on corporate philanthropy as part of the giving spectrum in the near future? This session will study these questions with specific data that will better equip you to realistically tailor your corporate giving program to achieve success.

2:15 - 3:15 PMShow Me the $$$: Revenue Generation andBusiness Partnerships for Alumni RelationsDenver IV Todd McCubbin, Executive Director at Mizzou Alumni Association

Generating both internal and external sources of operational funds is crucial to the ongoing viability of your alumni relations program. This session will discuss steps you can take to raise incremental revenue to support your programs and describe the risks and pitfalls that can accompany those opportunities.

40 Events in 30 Days? No problem.Denver III Matthew Helmer, Executive Director at CSU Events & Constituent EngagementBrent Waugh, Assistant Director for Communications atCSU Events & Constituent EngagementJen Welding, Associate Director at CSU Events & Constituent Engagement

Colorado State University has implemented a centralized model of production and planning for its alumni and donor events across campus that involves moving time-consuming responsibilities from front-line fundraisers to behind-the-scenes event professionals as part of the university’s first-ever comprehensive campaign. Ex-plore the challenges and opportunities of this model with three team members who will share moments of success and – oops! – potential pitfalls to avoid.

Making Graphic Design Work Across the MediaDenver VI Joey Gifford, Graphic Design Specialist at Idaho State University

In this session, you will learn the process by which one graphic designer creates and finalizes pieces that will integrate smoothly across a variety of media from print and e-mail to electronic. Take a journey into the visual side of branding and experience how to truly integrate your marketing messages.

Communicating Outreach at the Academic Table and BeyondDenver IICori Ast, Outreach Communications Coordinatorat University of Kansas Medical Center

Engaged scholarship, community engagement, and outreach activities fulfill aca-demic missions but also provide opportunities to engage with alumni and other constituents. This presentation will discuss how one academic health center seized such opportunities. The presenter will outline key steps in successful out-reach strategic planning, lessons learned, and the value of a state-wide needs assessment as well as describe strategies to generate and disseminate stories across rural and urban areas.

By the Numbers: Fact or FictionDenver IMark Noll, Associate Vice President of Advancement Servicesat Kansas State University Foundation

By the Numbers: Fact or Fiction takes a close look at what lies behind the curtain of a prospect research office. Prospect research and management professionals produce significant amounts of information from portfolio goals to capacity ratings and ask amounts. Presenters will discuss what these numbers really mean and how much science and validity can be attributed to these numbers?

3:30 PM - 4:30 PMThe Art and Science of Personal VisitsDenver VI Audra Brickner, Director of Development- College of Engineering at Colorado State UniversityShannon Mosness, Assistant Director of Developmentat Colorado State University

This session will provide an overview of a personal visit, defined as a face-to-face meeting that is strategic and purposeful. Presenters will share best practices for cold calling, securing visits, and asking strategic questions. They also will explore discovery visits, making asks, and stewardship strategies. A question and answer opportunity will follow the session to allow attendees to share their concerns, ex-periences, and lessons learned.

Surviving the Multigenerational WorkplaceGold Coin Traci McBee, Major Gift Officer at Regis UniversityJennifer Voros, Director, Annual Support Programs at Regis University

For the first time in history, four distinct, age-based cohorts with different values, attitudes, expectations, needs, and motivations are coexisting in the workplace and influencing office culture and employee commitment. This session will explore leading and managing a diverse group of employees and the differences that exist among Veterans, Baby Boomers, Gen Xers and the Millennials in order to inspire today’s multigenerational workforce.

Top 10 Mistakes in Alumni RelationsMolly BrownJohn Lippincott, President, CASE at CASE

At the 2011 District VI conference, CASE President John Lippincott shared with us the top 10 mistakes in communications and marketing at educational institutions. This year, he will discuss the top 10 mistakes in alumni relations and offer some suggestions for avoiding them. No matter your specific advancement discipline, you have a role to play in ensuring your institution does not make this top 10 list.

When Chapters Don’t WorkDenver V Ashley Nichols, Assistant Director, Alumni Relations at Drake UniversityAlumni and Parent Programs at Drake University

Alumni chapters organized around a local community have existed for decades but do they really benefit your institution? Who is serving who? Do these chapters result in win-win scenarios? Learn how Drake University rethought their chapter model and introduced regional strategic boards in their major alumni market. The session will explain how these regional boards have contributed to the mission and success of the University.


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You Have an iPhone, Now What? Denver II Brent Passmore, Director of Web Developmentat University of Central ArkansasCarrie Phillips, Assistant Director of New Media at Arkansas Tech University

This session will discuss how advancement professionals can get the most out of their iPhones. We’ll showcase some practical applications that let you do more than just call or text with your phone, literally making your iPhones a one-stop-shop. You’ll leave with a list of apps and an understanding of how to Facebook, Tweet, make videos and slideshows, and manage mobile giving—all with your iPhone.

Connect, Network, Engage:Proven strategies and tactics for fan growth on Facebook Denver III Jon Hinderliter, Manager of Web and Electronic Communicationat University of Missouri St. Louis

The challenge of growing your Facebook fan base is being able to stand out in a world of commercial brands, clutter, and competition. Traditional product give-aways and leaflet litter no longer work. True loyalty is based on social connections, which can be created by using sponsored stories, creating networks, and engaging your fans. Experience how University of Missouri-St. Louis grew its fans from 46 to more than 2,000 fans, and learned to work with 18,000 more fans across the entire UMSL Facebook network.

5 Key Steps to Phone-A-Thon SuccessDenver IV Todd Smith, CEO at Wilson-Bennett Technology, Inc.

Regardless of whether you’re calling 5,000 or 50,000 alumni, the basic principles are the same. This session will help you gain critical insight into the value of ana-lyzing your current phone program and focusing on five key areas for maximizing the efficiency and effectiveness of your program. Discover proven methods to in-crease participation, raise the amount of the average gift, and improve the overall success of your phonathon!

Potential of Women’s Philanthropy in Higher EducationDenver I Suzy Gardner, Major Gift Officer at Regis University

The presence, visibility, and impact of women on college campuses across the nation have grown dramatically over the last decade. So, too, has the economic power of women donors. That growth is spurring universities to look hard at wom-en’s philanthropy initiatives and to adapt fundraising strategies accordingly. The session will discuss the enormous potential of women’s philanthropy in higher education and how your institution can tap that potential.

4:45 - 5:45 PMCASE Extravaganza: KeynoteColorado Ballroom

5:45 - 7:15 PMBusiness Partner ReceptionColorado BallroomNetwork with business partners, enjoy hors d’oeuvres, and get signatures on your conference passport to win prizes.

Sunday Schedule / Keynote

Lt. Gov. Joseph Garcia KEYNOTE SPEAKERSUNDAY, JANUARY 8 4:45 - 5:45 PMColorado Ballroom Joseph Garcia brings a passion for education and public service to the Colorado State Capitol as the first-ever Hispanic Lieutenant Governor. In an unprecedented move, Colorado Governor John Hicklooper added a cabinet post to Garcia’s Lieu-tenant Governor duties as head of the Colorado Department of Higher Education. Previously, Garcia served as president of Colorado State University – Pueblo and the state’s second largest community college, Pikes Peak Community College. While at CSU-Pueblo, he also served as co-chair of the state’s P-20 Education Task Force, a signifi-cant education reform agenda, as well as one of three Colorado commissioners on the Western Inter-state Commission on Higher Education. He earned a bachelor’s degree from the University of Colora-do and a juris doctorate from Harvard University.



7Sunday / Monday Schedule

Monday, January 09, 20127:30 - 8:30 AMBreakfast/State RoundtablesColorado Ballroom

7:30 - 9:00 AMPresident’s Breakfast ( by invitation )Mattie Silks Sponsored by Bentz Whaley Flessner

8:30 - 9:30 AMYoung Alumni AcademyDenver II Lee Denker, CEO at University of Nebraska - OmahaElizabeth Kraemer, Coordinator, Alumni Programmingat University of Nebraska - Omaha

Do you want to cultivate deeper, more meaningful relationships with your young alumni? Learn how the UNO Alumni Association breathed new life into a struggling young alumni program when it launched the UNO Young Alumni Academy. Now in its second year, the Academy provides members with leadership and networking opportunities while preparing alumni to assist the university in numerous ways.

Not-So-Dangerous Liaisons: Adopting anAccount Executive Model for Working with Campus ClientsDenver VI Chris Knudson, Director of Creative Strategy at Wartburg CollegeLinda Moeller, Senior Strategist, Marketing & Communicationat Wartburg College

Does your marketing and communications team feel more like a print shop than a professional office? Learn details of an account executive model that pairs de-partments and programs with a liaison from the communications office. Account executives consult with departments and work with creative staff to shepherd a strategy or project to completion. The model provides greater responsiveness to the campus, increases collaboration, and enhances the ability to create integrative strategies.

Champions. Friends. Acquaintances.Donor Motivation Defined.Denver IV Ann Oleson, Chief Visionary Officer at Converge Consulting

This interactive session will preview the findings of Converge Consulting’s national study of the attitudes, motivations, and behaviors of more than 2,000 alumni. The discussion will cover the six defining characteristics of donor motivation and the findings and implications of the three personas that were developed – Champions, Friends, and Acquaintances—in order to segment effectively, prioritize resources, and create a compelling visual and verbal vocabulary.

Your Name HereDenver V Brent Passmore, Director of Web Development at University of Central ArkansasCarrie Phillips, Assistant Director of New Media at Arkansas Tech University

We’ve all used branded giveaways at some point to further our institution’s image. Presenters will explore how to measure a giveaway’s success and determine if the quality of the item really matters. This session will cover some of the risks involved with branded giveaways as well as how to maximize results. Attendees will receive a list of DOs and DON’Ts using examples from institutions as well as practical tips for how best to use giveaways to make, keep, and enhance a brand’s visibility.

Are You Maximizing Your Online Results?Denver III Craig Andreasen, Regional Sales Manager at iModulesCathey Barbee, Director of Advancement Services at Colorado College

How do you know what is too little or too much when it relates to developing an online strategy to connect with your constituents? Gain ideas on leveraging email marketing, data segmentation, strategic social media usage, event and donation promotion, along with a strong website, so your institution can gain tangible, bot-tom line results. Discover ways other institutions have built an online affinity with their alumni and friends including a case study from Colorado College’s Cathey Barbee.

Growing Tomorrow’s DonorsDenver 1Lindsay Sell, Assistant Director, Student Advancement Programs atOffice of CSU Events & Constituent EngagementJennifer Voros, Director, Annual Support Programsat Regis University

Turning today’s students into tomorrow’s donors is a goal we all share. To help grow and sustain our annual giving programs, we must learn to build a base of loyal support among current students/recent graduates. This session will review best practices and current trends in annual giving among students and recent graduates and examine strategies being employed at Colorado State University and Regis University to build student philanthropy campaigns.

Engaging Philanthropic ParentsMolly Brown Chris Bingley, RuffaloCODY

Regardless of the ‘helicopter’ and ‘hovercraft’ labels given to the parents of today’s college students, if given the opportunity, parents often will provide generous phil-anthropic gifts in support of your institution and their child’s experience. Whether your parent fundraising efforts are achieving great results or just getting off the ground, come prepared to discuss strategies to engage parents and encourage their involvement as valued partners in your advancement efforts.


7:30 - 8:30 PMVolunteer ReceptionCASE Suite

9:00 - MidnightCASE After HoursPlease join us at The Blake, the newest neighborhood bar in lower downtown Den-ver, upstairs in the VIP Piano Lounge. There will be drinks, music, and a chance to check out an exciting blend of Denver’s history and lively nightlife. The show starts at 9 pm, goes to midnight, and will be loaded with interactive fun. Come early for drink specials, and there is no charge for joining in with the occasional college fight song.To get to The Blake (Maps will be provided at the hotel):

• Exit the hotel through the main entrance and make a right onto California Street• Walk 1 ½ blocks to the famous 16th Street Mall • Catch the free MallRide going west 8 blocks to the Blake Street stop• Exit and cross the Mall proceed 1 block• Cross over Blake Street and a ½ block down you will see the Blake

The MallRide makes its last trip at 1 a.m. so you have time to enjoy a great evening with great folks! Go to the MallRide website (http://www.rtd-denver.com/FREE-MallRide.shtml) for more information on accessibility and schedules - it is a great way to get around downtown Denver.

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9:30 - 10:00 AMBusiness Partner Networking BreakColorado BallroomRefreshments available

10:00 - 11:00 AMSexual Harassment and Development:What to Do with the Too Friendly DonorDenver I Linda Garrison, Director of Campaigns & Major Gifts atMetropolitan State College of Denver Audra Brickner, Director of Development - College of Engineeringat Colorado State University

Due to the nature of development work and nurturing personal relationships with-individuals, development professionals sometimes find themselves in uncomfort-able and awkward situations, not just with donors, but with co-workers and super-visors. This session will give participants some tools to manage various types of harassment on the job and provide scripts for conversations that might be useful when confronted with such scenarios.

Planned Gift Cultivation Strategies: Straight Talkfrom a Senior PGO & A Major Gift Officer Partner Denver II Jeffrey Janosko, Senior Director of Planned Giving at University of DenverT. Joseph McKay, Executive Director of Gift Planning at University of Denver

Even in the most sophisticated development programs, the majority of planned gift revenue comes from bequests. Because the ability to skillfully promote, cultivate, and close a bequest is so valuable, learning how to count and include planned gifts in the annual goals can be a powerful tool. Integrating planned and major gifts can create opportunities for securing a bequest or a blended gift and can help your staff achieve maximum impact with its efforts.

Other Duties as AssignedDenver III Tim Schmitt, Writer/Editor, Digital Media Supervisor at Drake University

The creation of a four-member digital media team in 2010 at Drake University to handle online communications, social media, and other web-based projects was based on need, but short on clarity of mission and purpose. Since then, the team has meshed into an innovative working unit. Presenters will share how the role of the digital media team has developed, the successes and setbacks it has experi-enced, and its continuing evolution.

Creativity Isn’t AccidentalMolly Brown Jesse Tuel, Editor, Virginia Tech Magazine, Virginia Issues & Answers, VT NetLetter at Virginia Polytechnic Institute & State University

Producing a creative, thought-provoking magazine doesn’t happen by chance. Stel-lar ideas for writing, photography, and design don’t always fall from on high and drop ready-made onto your magazine pages, but the right creative processes will increase the chance for precipitation. Let us help you lead the way in a shop of any size by broadening your base of editorial support and enabling the talent around you. Make the look and content of your next magazine planned and purposeful, not accidental.

Strategy Session-Who Lives Where?Denver IV Holly Johnson, Associate Vice President for Developmentat Upper Iowa UniversityNick Linde, Director of Major GIfts at Upper Iowa UniversityNicole Henry, Director of Alumni Relations at Upper Iowa University

Are you overwhelmed by lists of alumni or donors from an unfamiliar area? Do you ask, who are these people? Who should I target? Which ones are recent grads? Presenters will provide a demonstration of a free tool that determines geographic targets for alumni events and donor visits! The best news is you don’t have to be a techie to use it – simply copy and paste your lists!

A Hidden Gem: Connecting withVeteran Students & ROTC AlumniNat Hill Jan Rastall, Director, Adult Learner & Veteran Servicesat Colorado State University

Are you seeking new ways to engage your alumni? Because students in college develop identities and relationships through their involvement with classes and co-curricular experiences like ROTC, these affinities carry on after graduation and into their careers. Learn about the Adult Learner and Veteran Services office at Colorado State, their programs and services for student veterans, and what they are doing to engage their veteran alumni.

Presentation Skills Matter...a lot!Denver VI Sarah Morris, Assistant Vice Chancellor for University Communications at UMKC

This interactive session will help improve attendees’ presentation skills -- no mat-ter how good or bad they are when they arrive. Presenters will highlight proven tips and some unconventional ideas that will debunk common thoughts about what makes speakers perform at their highest level.

Growing the Family While Eliminating Membership DuesDenver V Tori Peglar, Director, Communicationsat Univeristy of Colorado-Boulder Alumni AssociationMelanie Ricci, Director, Corporate Relationsat University of Colorado-Boulder Alumni Association

Three years ago, the University of Colorado-Boulder eliminated its alumni member-ship dues program and launched an “all-inclusive” Forever Buffs model, which welcomes all students and alumni into a 270,000-strong family with lifelong ben-efits and no annual membership dues. A one-time, $70 fee guarantees graduates a lifetime of alumni services and programming. Learn how Forever Buffs has trans-formed everything from admissions and career services to alumni programming and how it may evolve.

11:00 AM - 11:30 AMBusiness Partner Networking BreakColorado BallroomRefreshments available

Monday Schedule



9Monday Schedule

11:30 AM - 12:30 PMAfter the StormDenver III Elisa Bryant, Alumni Relations Coordinator at Missouri Southern State UniversityMichael Fontana, Development Officer at Missouri Southern FoundationJoAnn Graffam, Interim Executive Director at Missouri Southern FoundationRod Surber, Director of Public Relations and Marketingat Missouri Southern State UniversityStephen Ernest Smith, News Bureau Manager,Missouri Southern State University

Joplin, Missouri, was hit by an EF-5 tornado destroying much of the city on May 22, 2011. Missouri Southern State University responded by opening its campus facilities to help meet the needs of the community. This session will describe the university’s response to the disaster, and the impact of those decisions on de-velopment, alumni relations, and public relations in order to help other colleges and universities respond appropriately to a disaster that might befall them or their communities.

Twenty Years of Automated PhonathonGold Coin Bart Showalter, Senior Vice President, Software at RuffaloCODY

Phonathon systems have been used in higher ed fundraising for more than 20 years, most often by larger programs that are staffed year round and raise in ex-cess of $1 million annually. Developments in technology allow these same benefits at schools calling only a few weeks per semester. This session includes a review of automated systems and closes with a look at current technologies, including Voice over IP (VoIP), real-time credit card processing, and Software as a Service (SaaS).

Closing Smarter: Success Factors in Major Gift SolicitationsDenver I Cara Quackenbush, Senior Analyst & Program Manager at Eduventures, Inc.

Closing Smarter: Success Factors in Major Gift Solicitations is the latest study from Eduventures Development Learning Collaborative to assess key drivers of success-ful major gift solicitations. Senior Analyst Cara Quackenbush will share highlights from this ground-breaking study of more than 240 successful major gift solicita-tions, ranging in size from $25,000 to $10 million. You’ll learn who are the most critical partners to involve and what factors most influence the closing of a gift.

Volunteer Leaders: An Advancement AssetDenver IIKurt Watson and Sue Watson, 2011 Volunteers of the Year

Hear from the award-winning 2012 District VI Volunteers of the Year from Baker University and the University of Kansas as they describe why they volunteer for their alma mater or higher education institution of choice. Learn what makes them have confidence and interest in an organization and how they see volunteer leader-ship fitting into their already busy lives.

Re-energizing a Brand:The Metro State Alumni Relations TransformationPomeroyMark Jastorff, Executive Director, Alumni Associationat Metropolitan State College of DenverThey say nothing is more constant than change, and Metro State has experienced significant change over the last year. Through those changes, we have focused on re-vamping our programs, improving our internal and external images, and becom-ing a well-oiled, hard-working alumni machine. This session will cater to offices undergoing leadership changes and staff additions. We will discuss our journey, and where we are at the present day.

Telling Your Story:How Ideas, Words and Images Can Come TogetherMolly Brown Graham Garner, Associate Vice President forMarketing & Communication at Wartburg College

We all have stories to tell about our institutions and the people who are a part of them. How do we bring those together in creative ways that help us build our identity or brand? What role do words and images play in telling those stories? What about sound? This session will share some principles and concepts to help you develop a message, breathe life into your mission, and help your campus com-munity and other audiences know who you are.

A Multi-Channel Approach to Your Reunion WeekendDenver IV Susan Stewart-Kelly, Director at Harris Connect

On-campus reunions bring together alumni of all age groups in an atmosphere where affinity for the school is predominant. Alumni relations can maximize this opportunity to strengthen relationships and increase support with a multi-channel strategy. Presenters will discuss the integrated use of direct mail, commemora-tive publications, online portals, and mobile apps to offer constituents a variety of options to access content, connect with classmates, and navigate the weekend’s activities.

Branding on a ShoestringDenver VI Steve Karsjen, Director of Public Affairs and Education at Ames Laboratory

Developing your organization’s brand doesn’t need to cost a fortune, require the services of outside consultants, or take an eternity to complete. Learn how a small Department of Energy laboratory completed its branding exercise in record time (five months) on a coffee and donuts budget with a dedicated, open-minded group of individuals interested in a successful outcome.

Getting There, Staying There,and Preparing for the Next ThereNat Hill Patricia Long, President at Baker University

Do you dream about the next step in your career and wonder how to get THERE? What are the sacrifices and the realities of moving to the next level? Is THERE what you really want or imagine? In this session, Dr. Pat Long, president of Baker University, will share practical ideas and stories on making successful transitions from her positions at a community college, public research institution, and private university. New and seasoned professionals are welcome.

12:30 - 1:45 PMAwards LuncheonColorado BallroomCelebrate with our CEO and Volunteer of the Year recipients (see pages 16 & 18 for biographies). There will also be a passport drawing at this meal for one of the conference prizes.


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2:00 - 3:00 PMCutting Edge Web Trends For Marketing Your School OnlineDenver III Bethany Silvestri, Marketing & Sales Executive at finalsite

This session will cover online communication trends and marketing strategies in schools, including social media integration, mobile accessibility, QR codes, search engine optimization, and user experience design. We’ll discuss best practices used by schools as well as how to implement these various tools and methods to engage your audiences online.

Future Trends in GivingDenver IV

Vern Henricks, Vice President of Institutional Advancementat Manhattan Christian College

This session will review traditional ways of fundraising and discuss new ways to maintain, inspire, and engage potential donors. Given the ever changing world of social media, development professionals must know where donors are spending their time and how they communicate in order not to frustrate loyal supporters with confusion and information overload.

Keeping Up With the Jones:Covering campus without getting overwhelmedDenver V Jesse Tuel, Editor, Virginia Tech Magazine, Virginia Issues & Answers,VT NetLetter at Virginia Polytechnic Institute & State University

Do you ever find yourself drowning, not just drinking, from the fire hose of ideas? The constant flow of story ideas – from persistent alumni, college-based commu-nicators, administrators, faculty, and even community members – can be difficult to filter. This session will help you select the right stories and achieve a balance in your publication through a framework that relies on content analysis, brand drivers, reader surveys, and well-defined magazine sections.

Philanthropy on Campus:Starting your own Student Philanthropy InitiativeDenver I Blake Campbell, Director, Alumni Relations at Drake UniversityPam Pepper, Director of Development Operations & Director of Annual Fund

Programs at Drake University. Every day, students eat, study, sleep, research, and create in spaces and places on our campuses that were made possible by phi-lanthropy. Learn how to eliminate the mystery and educate your future alumni on the impact that philanthropy has and has had on their campus. This session will explain how Drake University’s “Philanthropy@Drake” program engaged more than 1,000 students in appreciating and celebrating the impact of philanthropy across campus.

Straight from the Source:Philanthropy from the Donor’s PerspectiveMolly BrownFred J. Diss, Shareholder, Robinson, Diss & Clowdus, PC Board, Member,Regis Jesuit High SchoolLaFawn Biddle, Outstanding Philanthropist Award WinnerAnn Matt, Class Reunion Committee, Regis UniversityDane Lucero, Alumni Board, Regis UniversityWalter S. Weckbaugh, Treasurer, Mullen FoundationTreasuer, Weckbaugh FoundationWayne F.J. Yakes MD, at Vascular Malformation Center

This is your opportunity to hear straight from the mouths of the experts to learn “what donors want.” A varied panel of philanthropists will share why they give, how they get involved, and what they expect from the organizations they support. Be ready to participate in a lively discussion on the passion behind the donation.

Corporate Relations: Trends, Motivations, and StrategiesGold CoinJohn McConnell, Managing Associate at Bentz Whaley Flessner

How do you respond when your president, chancellor, or board chair asks why we aren’t raising more from corporations when corporate giving nationally increased last year? What do the latest trends in corporate giving mean for your institution? What are the key motivators that determine which companies give and at what levels? This session will help you build your corporate relations program with strategies that can work for your institution.

Looking at Volunteerism from Both SidesDenver VI Susanne Teel, 2011 Volunteer of the Year recipientThis session will explore how to attract volunteers, recruit volunteers, and keep them engaged from the varied perspectives both of a volunteer manager and vol-unteer.

Alumni Relations As A CallingDenver II Diane Caldbeck, Associate Vice President for Alumni & Development at Drake UniversityCurt Crespino, Vice Chancellor, University Advancementat University of Missouri, Kansas CityHauli Sabatka, Senior Director of Alumni Relations at Hastings College

Alumni relations work is exciting, challenging, and rewarding, but what exactly is the career path for the profession? Hear from three senior alumni profession-als about how they leveraged their alumni relations experiences into a lifelong journey in higher education. Discover tips on how to gain valuable experience, enhance professional opportunities and relationships, and set forth a plan to take your alumni relations career to the next level.

3:00 - 3:30 PMBusiness Partner Networking BreakColorado BallroomRefreshments Available



Monday Schedule 11Monday Schedule


3:30 PM - 4:30 PMUtilizing Mobile Phone, Social Media,and Digital Display Technologies to Recognize DonorsDenver III

Ryan Cahoy, Managing Director at Rise Display

This session will introduce attendees to the use of touch-enabled LCD displays that allow universities to recognize 1000’s of donors on a single, interactive screen that is searchable and utilizes photos and videos to tell a story. These large format dis-plays allow visitors to scan content onto their mobile phones, where they can share the message via Twitter and Facebook with their social community. Attendees will gain real world examples of utilizing this technology in their campaigns.

Using Your Leadership Strengths to Secure Major GiftsDenver I Duff Ridgeway, Vice President for Advancement at Mt. Mercy University

By using your strengths as a development professional, you can turn a donor visit into a gift commitment. This interactive session will show how to translate a donor visit into securing a major or planned gift.

Riding the Unicycle: Recruiting, Training and RetainingHigh Performing Development TeamsDenver IV Josh Bailey, Director of Development at Colorado CollegeSteve Elder, Vice President for Advancement at Colorado College

This session will focus on casting a vision, staffing a vision, and funding a vision through a well-equipped development team. Presenters will share how to tell your institution’s story in a simple and compelling way, how to prepare and train team members to ASK for commitments that maximize relationships, and how to mea-sure results. The end result will be to create a coaching and learning organization that is able to bring the funding of an institution in line with its impact.

K-State Proud: From an Idea to a TraditionDenver V John Grice, at Kansas State University FoundationBrett Seidl, at Kansas State University FoundationJohn Grice, at Kansas State UniversityBrett Seidl, at Kansas State University

Kansas State Student Foundation has created a culture of student philanthropy through the launch of the K-State Proud student campaign. In the past five years, this nationally recognized student-led fundraising campaign has raised more than $450,000 to support Student Opportunity Awards. Student campaign leaders John Grice and Brett Seidl will share highlights from their campaign journey, innovative ideas to grow your own campaign as well as ways to cultivate a culture of student philanthropy on your campus.

Rules of the Game:What’s the point of social media policies?Denver VI Brent Passmore, Director of Web Development at University of Central ArkansasCarrie Phillips, Assistant Director of New Media at Arkansas Tech University

Have you watched an inappropriate comment go viral? Ever had a Facebook profile created for a dead person? Both of these true stories highlight the importance of having a social media policy at your institution. Hear real world examples of what can happen when policy is not in place and acquire key points to consider as you are creating or updating your institution’s social media policy.

Alumni Discovery InitiativeGold Coin Armin Afsahi, Vice Chancellor for Alumni Affairsat University of California, San Diego

One of the most powerful ways to increase alumni participation and engagement is by creating a dialogue with your university’s most powerful asset: students. The Alumni Discovery Initiative at UC-San Diego fosters a substantive dialogue be-tween alumni and students, provides alumni and development colleagues power-ful insights, opinions, and creative ideas to better engage alumni and deepen your institutional pipeline.

If You Sing It, They Will Come:The Message Is What’s ImportantMolly Brown Mitch Vander Vorst, Director, Alumni Communicationsat William & Mary Alumni Association

Modifying traditions at a 320-year-old university poses some communications problems. And sadly, few people actually read what communications professionals write. The traditional William & Mary homecoming parade had always been on a Saturday morning, but was switched to Friday. Administrators were worried that everyone would still show up on Saturday. Find out how a creative video project was executed in a few short days to deliver the message --loud and clear.

First Things First:Planning and Preparation for Campaign SuccessDenver II Mike Harders, Executive Director of Development at Missouri State University

Four key elements are critical to a successful fund raising campaign: the Case, the Leadership, the Prospect, and the Plan. Every successful campaign begins with a good plan. This session will discuss the components of a good campaign plan and the steps you should take to develop one.

Student-Alumni Initiatives: Engaged Alumni in the MakingNat Hill Molly Kastendieck, Associate Director of Student, Young-Alumni Programs at George Washington University

George Washington University’s student alumni programs build a culture of alumni engagement, philanthropy, and a network of future volunteers for the Alumni As-sociation. Fostering student-alumni connections early and throughout the student experience can build a stronger alumni community. GW’s efforts involve collabora-tion with student affairs, unique programming, and a successful senior giving pro-gram and result in a class of alumni who are more connected, aware, participatory, and engaged.

4:45 - 6:45 PMInstitutional Awards Presentation and ReceptionColorado BallroomSponsored by iModules Hors d’oeuvres reception following the recognition of our District VI Award Winners

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6:45 - 11:30 PMCASE After HoursLower Level of the MarriottGather in the D Spot on the lower level for a night of football, games, and laughs. There will be lots of prizes and a chance to test your skills during a little competi-tion against your colleagues. We will have drink tickets for you at the bar so stop by and celebrate the BCS Championship Game, a great college tradition, while making our own traditions the District VI way!

Table Talk: A Conversation with Jim Calaway- Philosophies of a PhilanthropistDenver V Jim Calaway, Philanthropist-Businessman atColorado Mountain College FoundationMatthew Spencer, CEO at Colorado Mountain College Foundation

If you’ve ever truly wanted to get into the mind of a philanthropist, here’s your chance. Have a conversation with Jim Calaway, philanthropist and Chief Executive Officer of the Colorado Mountain College Foundation. He’ll share his philosophy of giving along with ways your institution can better connect with donors by under-standing what influences their philanthropic decisions.

Technology EnabledDenver III Armin Afsahi, Vice Chancellor for Alumni Affairsat University of California, San Diego

The ever changing technology landscape provides great challenges and opportuni-ties for alumni professionals, who often find themselves launching a platform that has already become outdated. Learn how to leverage available tools and technol-ogy like LinkedIn and crowd-sourcing applications in an opportunistic and cost ef-ficient manner to create innovative approaches for increased alumni engagement and philanthropy.

Seismic Changes in Consumer BehaviorDenver VI Bob Brock, President at Educational Marketing Group, IncMarlene Brock, Executive Vice President at Educational Marketing Group, Inc.

Your consumers aren’t who they used to be, and likely never will be again. They don’t think the same, act the same, or make decisions the way they did even a few years ago. With chronic under-employment and global recession, the rise of distance education and the web, mobile communications, a higher ed bubble, and the emerging psychology of a deeply conflicted society, marketing and branding in higher ed will never be the same. Are you prepared to hear about the things you need to change?

Socially Acceptable?What’s the Point of Social Media Policies?Denver I Tanida Ruampant, Associate Director of E-Communicationsat Colorado State UniversityKimberly Sorensen, Social Media Specialist at Colorado State University

With millions of people using and connecting via social media, it has become a mandatory communication tool for institutions. What role does or should an in-stitution play in regulating social media use and content? Learn about the issues surrounding social media use in a university setting and how to best preserve institutional branding in a “socially acceptable” way.

Navigating Alumni Travel in the 21st CenturyMatchlessKurt Johnson, Director of Sales at Go Next

Alumni Travel can be an excellent way to engage and connect with your alumni. It also can serve as a productive cultivation tool for development initiatives. Hear tips for how to get the most out of your travel program; Among the topics in this engag-ing discussion are choosing the right destination, increasing participation, creating a web presence for your tours and cruises, and marketing electronically.

Monday / Tuesday Schedule

Tuesday, January 10, 20128:00 - 9:00 AMBreakfast/Roundtable DiscussionsColorado Ballroom

9:00 - 10:00 AMLong Term Planning for the Annual FundDenver IV Pam Pepper, Director of Development Operations& Director of Annual Fund Programs at Drake University

This presentation offers a lighthearted but enlightening plan for coordinating your Annual Fund from the experience of a 20-year development professional. You’ll learn how to create a calendar and then appreciate the importance of a calendar when combined with segmentation, gift asks, solicitation codes, creativity, and in-novation.

Engaging your Development/Advisory BoardDenver II Vern Henricks, Vice President of Institutional Advancementat Manhattan Christian College

This session will cover all aspects of volunteer boards and provide guidance on next steps to enhancing board engagement, regardless of where your board’s current level. Presenters will discuss various aspects of building and managing a non-profit fundraising board from communicating expectations and transitioning board members to working with difficult leadership and using your board members strategically in the fundraising process.

Alumni SymposiumGold Coin Jeff Howard, Executive Director, Alumni Relations at University of Denver

Learning is a lifelong endeavor. At The University of Denver’s annual Alumni Sym-posium, former students return to campus to participate in academic discovery featuring course offerings taught by some of the University’s most distinguished professors. In doing so, DU reunites its accomplishments and faculty with alumni to support a more unified and engaged DU community. Alumni programming of-ficers will learn how to expand their lifelong learning programs as well as faculty engagement.

13Tuesday Schedule


10:00 - 10:30 AMBusiness Partner Networking BreakColorado BallroomRefreshments available

10:30 - 11:30 AMWho’s on First: How Individual Donorand Foundations Officers Can Work Together WellGold Coin Mary Frances Kerr, Associate Director, Corporate,Foundation & Agency Relations at Colorado CollegeRobb Pike, Vice President for Development UCCS at University of Colorado

Individuals hold wealth in increasingly complex ways which will continue to ex-pand in the years ahead. For example, how do development officers manage an ask when the family is the foundation or the foundation is the family? Explore the dynamics of how major gift officers and foundation officers work together on such complex asks and learn how to recognize and bring both skill sets and strengths to the table in order to manage the process effectively.

Social Communication in a CrisisDenver III Jeff Miller, Web Communications Managerat Colorado State University-PuebloCora Zaletel, Executive Director of External Affairsat Colorado State University-Pueblo

Successful crisis communication requires accurate, timely, and consistent mes-saging in order to safeguard both the safety of the campus community and the University’s image. Presenters from the External Affairs staff at CSU-Pueblo will suggest tactics for knowing how to monitor and when to react to the barrage of social chatter that emerges in such situations using recent campus scenarios.

Making Your Features Sing:Magazine Content Curation Across Multiple OutletsDenver I Mitch Vander Vorst, Director, Alumni Communicationsat William & Mary Alumni Association

Content is more than words on a page and greater than its delivery method. While print magazines continue to be primary communications vehicles for universities, with strategic planning and extra thought, these feature stories can be repurposed in a variety of mediums from website and newsletters to social media. The result-ing strategy will create a circle of engagement that leads audiences to supple-mental content across a host of platforms--all while telling your story in a more emotional and comprehensive manner.

Getting the Door OpenDenver V Jim Miller, Executive Directorat North Dakota State University Development Foundation

The research has been completed, and you have been assigned a list of new pros-pects. What next? How do you go about making that first appointment? In this ses-sion, presenters will discuss all aspects of that first meeting from scheduling the appointment to managing and monitoring the success of the meeting.

Michael Staver KEYNOTE SPEAKERTUESDAY, JANUARY 1011:30 AM - 1:00 PMColorado BallroomEnergy, passion, and focus are often used to de-scribe an audience’s experience with Michael Staver. Mike’s commitment to his clients is evident in the content and delivery of his message, which centers on his fundamental belief in results. Mike builds on the truth that every person has the power to lead organizations and the world where they live in powerful ways. His depth of knowledge and sense of humor makes him an inspiring speaker. With a bachelor’s degree in business and a mas-ter’s degree in psychology, he understands the im-portance of results and how to achieve them. He has an uncanny ability to make complex principles simple and memorable.

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PAGE IDENTIFICATION14 Tuesday Schedule

Young Alumni Network:Maintaining Meaningful Connections to Recent GradsDenver II Molly Kastendieck, Associate Director of Student, Young-Alumni Programs at George Washington University

Launching a lifelong commitment to one’s alma mater begins freshmen year with engagement in student life and campus culture. George Washington University’s Young Alumni Network harnesses that engagement by building immediate con-nections with young alumni post-graduation. Through professional and social pro-gramming, young alumni maintain and form relationships with fellow Colonials, thereby enhancing their connection to the university and creating sustainable alumni commitment.

Why Invest in Student Philanthropy?Denver VI Mindy Weixelman, Senior Director Annual GIvingat Kansas State University Foundation

The K-State Foundation partners with student leaders to create a culture of student philanthropy on our campus, enhance relationships with current and future donors while also supporting an annual student fundraising campaign that has generated nearly $500,000 in its first 5 years. We’ll share the benefits for investing early and often!

21st Century Alumni AssociationDenver IV Paul Clifford, President & CEO at East Carolina Alumni Association

Beer-and-pretzel happy hours and meetings with the basketball coach no longer qualify as enticing alumni programs. These old standards do not engage alumni on our mission-driven strategic plans and fall lower on the priority list for this what’s-in-it-for-me generation of alumni. Attend this session to hear thoughts on the nuts and bolts of a 21st century alumni program.

11:30 AM - 1:00 PMLuncheon & Keynote SpeakerColorado BallroomThis luncheon will include the District Annual Business Meeting and the final passport drawing for prizes.



152012 District VI Awards

CASE Chief Executive Leader Award Recipient

Dr. Richard F. ( Dick ) CelesteColorado College, CEO Retired

Colorado College President Richard F. (“Dick”) Celeste completed his ninth and final academic year at Colorado College in 2011. He served two terms as Governor of Ohio before becoming the 12th President of this private liberal arts college in July 2002. According to Suzanne Woolsey, chair of the CC Board of Trustees, academic quality increased during Celeste’s tenure as well as the institution’s visibility on local, national, and international levels. He led a fundraising campaign that resulted in more than twice the gifts realized in the College’s last major fundraising effort. Among the institutional achievements under Celeste’s leadership were the addition of 20 ten-ure-track faculty positions, improved student retention, graduation, and selectivity rates, major renovations of campus buildings, including Palmer Hall, Cossitt Hall, and Packard Hall as well as the construction of the interdisciplinary Edith Kinney Gaylord Cornerstone Arts Center. Celeste also encouraged several historic preservation renovations, including Arthur House, Cossitt Hall, Cutler Hall, Jackson House, Lennox House and Spencer Center. He also made significant strides to campus sustainability and adopted a new Long Range Development Plan for the campus. The college also has developed several visibility initiatives, including an annual State of the Rockies Conference and Report Card, various symposia and a regional news program heard on KRCC, the college’s NPR-member station. After graduating magna cum laude with a history degree from Yale University in 1959, Celeste received a Rhodes Scholarship to attend Oxford University. He began his political career as a mem-ber of the Ohio House of Representatives in 1970 and went on to become lieutenant governor and governor of Ohio. As governor, Celeste increased support for human services, mental health and addiction recovery services, and funding for education and children services. He served for two years under President Jimmy Carter as director of the Peace Corps, and also served as U.S. Ambas-sador to India.

16 2012 District VI Awards

CASE Chief Executive Leader Award Recipient

Dr. Gregory GeoffroyPresident Iowa State University

Gregory L. Geoffroy (pronounced JOE-free) became president of Iowa State University on July 1, 2001. He also holds the rank of professor of chemistry. Dr. Geoffroy began his academic career as an assistant professor of chemistry at the Pennsylva-nia State University in 1974, advancing to associate professor in 1978 and professor in 1982. He was appointed head of the Department of Chemistry in 1988 and dean of the Eberly College of Science at Penn State in 1989. In 1997, Dr. Geoffroy was appointed senior vice president for academic affairs and provost at the University of Maryland, College Park, where he also served as interim president for two months in 1998. Iowa State University’s 2005-2010 Strategic Plan, developed under President Geoffroy’s leader-ship, sets forth an ambitious agenda, with the vision of being the best at advancing the land-grant ideals and in putting science and technology to work. The plan sets forth goals of:

•providingthebestpossibleeducationtoIowaState’sstudents,throughoutstanding academic programs and an enriched learning environment;

•raisingtheacademicqualityoftheuniversity,withmoreofitsprogramsrecognizedas among the best in the nation;

•beingafully“engaged”universitywiththepeopleofIowa,throughexpandeddistance education, economic development, and community development initiatives.

•elevatingIowa’sappealasaplacetolive,learn,andwork,and

•ensuringthattheuniversityisagreatplacetoworkandenhancingtheuniversity’s efforts to foster diversity and ensure an inviting and welcoming climate that supports success for all members of the university community.

To these ends, Dr. Geoffroy has made recruitment and retention of top faculty, staff and students amajorfocus,andhehasemphasizedtheneedtoraiseprivatefundstosupportfacultypositions,graduate assistantships and student scholarships. He is currently leading the university’s ambitious $800 million private fund-raising campaign, Campaign Iowa State -- With Pride and Purpose.

Virginia Carter Smith Recognition Award Recipient

Judy Locy Wright

Before retiring in December, 2011, Judy Locy Wright served as Assistant Vice President and Director of The Chancellors Club at KU Endowment. Among many other responsibilities, she administered theUniversityofKansas’major-donororganization.ShewasalsoinstrumentalincreatingKUEndow-ment’s initiative, Women Philanthropists for KU, which encourages women’s leadership and philan-thropy for the University. Judy holds a B.A. and M.A. from Baylor University in Theatre and Speech and a Ph.D. from the University of Kansas in Communication Studies. InJanuary1995,JudyattendedherfirstCASEconferenceandbeganvolunteeringforthenext16 years in a number of capacities—session moderator, co-chair of the Philanthropy Track, and ses-sion presenter on a variety of topics, such as interviewing, stewardship, and women’s role in philan-thropy. In January, 2005, Judy chaired the CASE District VI conference in Kansas City, collaborating with a team of colleagues from throughout the district to produce an outstanding conference. Judy served on the CASE District VI Board of Directors from July, 2005 to July, 2011; her primary responsibil-ity was Chair of the Recognition and Service Awards Committee. In recent years, Judy has won the Athena Award, given by the Lawrence Chamber of Com-merce,whichrecognizeswomenwhohaveexcelledintheirfieldandservedasmentorsforwomen;The Don Volker Leadership Award given by Leadership Lawrence; and the Lawrence Public Schools OutstandingCitizenAward.SherecentlyhasbeeninductedintoKUWomen’sHallofFameandwasselected by the Pi Beta Phi National Association as one of 8 recipients nationally to receive a Crest Award, which acknowledges leadership and service within her community. Judy and her husband, Dr. Jack Wright, Professor Emeritus of Theatre, have two daughters, Ellen Anthony Moore, PhD, who teaches at Vassar College, and Eryn Wright, an attorney who works for the Kansas Supreme Court in Topeka. They love to spoil their two grandchildren, seven-year old Jackson Anthony Moore, and 11-month-old Marian Avery Wright-Bayes. Forher16yearsofservicetoCASEDistrictVI,wehonorJudyLocyWrightwiththeVirginiaCarterSmith Award.

172012 District VI Awards

CASE Distinguished Service Award Recipient

Erin VerryErin Verry has been employed by Maryville University for 23 years, where she has a reputation for herwelcomingattitudetowardalumniofallgraduationyears,talentfororganizingflawlessalumnievents,andherabilitytoassessthestrengthsofalumnitofindthemresponsibilitiestheyfindbothmeaningful andbeneficial to theUniversity. Shehas spentmore than twodecades successfullyshowcasing Maryville’s alumni and their achievements. At Maryville, she serves as a liaison to the Alumni Association Board of Directors and the volunteer boards that make up the National Leader-ship Council. She has served on the Case District VI Board of Directors since 2004, chairing the outreach and education committee in 2004 and 2005, the scholarship committee from 2007 to 2011, and working on CASE’s District VI regional conferences in numerous capacities. She chaired the conference in 2007 after serving on the conference committee since 1999, taking on assignments as diverse as philanthropy track chair and resource center manager to operations, logistics and audio-visual co-ordinators. Maryville alumnus Ann Boyce, ’68, chair of the Alumni Association’s National Leadership Council, calledVerryan“amazingsoul,”andadded,“Idon’tknowasoulwhodoesn’tadmireherincrediblededication toMaryvilleUniversityand itsalumni.”SheandotherscommentedonVerry’sabilitiesto coordinate events with an easy grace, making alumni feel comfortable while thinking through detailstomakesureprogramsflowsmoothly.BoycehighlightedarecentAlumniWeekend.BettyHayward,Verry’sfirstalumnipresident,said,“Icantestifythatyouwereamazingfromthemomentyousteppedintothatposition–andyoucontinuetobeso.”

CASE Volunteer of the Year Award Recipients

Kurt & Sue WatsonKurt and Sue Watson share a long history of volunteer work for the University of Kansas. Kurt is presi-dentandchiefoperatingofficerofTheIMAFinancialGroupInc.anda1975graduateoftheKUSchoolofEducation.FortheKUAlumniAssociation,heisaformervolunteerfortheKansasHonorsProgram, which honors the top 10 percent of high school seniors in Kansas. As a longtime Wichita alumni chapter leader, he was part of the team that created the Jayhawk Roundup, an annual fall event. He and his wife, Sue Shields Watson, also a 1975 KU graduate in education, are life members of the Alumni Association and members of the President’s Club. In 2010, Kurt concluded a four-year term as chair of KU Endowment, where he remains a trustee andmemberof theexecutivecommittee.HeandSueco-chair the steeringcommittee for“FarAbove:TheCampaignforKansas.”TheyaremembersofKUEndowment’sChancellorsClubandtheWilliamsEducationalFundforKUAthletics,whereKurtservedontheChancellor’sAdvisoryCommit-tee to Athletics. He also served on the School of Business Board of Advisors and the search commit-tees to hire the chancellor and the dean of the KU Medical Center-Wichita. Kurt received the Alumni Association’s2011FredEllsworthMedallionforhisservicetoKU. Sue has served on numerous KU committees and boards, including the Alumni Association’s na-tionalboardofdirectors.From2008to2009sheledtheAssociationasnationalchair;sheretiredfromthe board in 2011 after a seven-year term. She participates in Jayhawks for Education, the Alumni Association’s legislative advocacy network, and has led the Wichita alumni chapter. She continues to volunteer at the Jayhawk Roundup and countless KU events in addition to her role as co-chair of KU’s capital campaign. Sue previously served on the advisory board for the KU School of Educa-tion.

18 2012 District VI Awards

CASE Business Partner of the Year Award Recipient

The Berhard C. Harris Publishing CompanyThe Berhard C. Harris Publishing Company was founded more than 40 years ago at the Harris family kitchen table. The company initially produced directories for regionally based alumni clubs, usually with fewer than 3,000 members. Throughout the years, Harris developed new offerings and began working with independent and parochial secondary schools, and nonprofit and membership-based organizations, as well as public high schools. Harris was one of the first traditional directory publish-ers to recognize the critical role the web would play in cultivating relationships with constituents and introduced a set of Internet services that are literally still evolving as new technology becomes available. In the new century, the company moved headquarters to Chesapeake, Virginia and changed the name to Harris Connect. About 20 years ago, Harris began exhibiting at the CASE District VI Annual Conference. Network-ing at CASE, throughout the districts, became integral to the company. When the CASE District VI Sponsorship Program was revamped in 2008, just in time for the economic downturn, Harris willingly stepped up to be a sponsor. “The partnership between Harris Connect and District VI has been key to the continued success of our district and our annual conferences. The Harris representatives have been long-time friends of District VI, and the colleges and universities throughout the district,” said Sheri Irwin-Gish, CASE District VI Sponsorship Chair. It is with great pleasure that CASE District VI presents the CASE VI Business Partner Award to Harris Connect for outstanding dedication to and continued support of CASE District VI.

CASE Volunteer of the Year Award Recipient

Susanne TeelSusanne Richardson Teel, ’69, a Baker University alumna, former Board of Trustee chair, and current Board of Trustee member, frequently makes the nearly two-hour drive from her home in St. Joseph, Mo., to her second home at Baker University in Baldwin City. She says the drive is easy because she is going to a place she loves to do what she loves by helping the University she loves. Teel spent two years at Baker as a student in the late-1960s before transferring to the University of Missouri. She maintained lifelong friendships made at Baker and has continued to be part of the Baker family since her time as a student. Teel has been one of Baker’s most active supporters, from funding scholarships to attending sports events and performances. She currently serves on Finance/Investment and Executive Committees, chairs the Strategic Planning Committee, as well as the Enrollment Management and Student Affairs Committees. Teel’s name rests on plaques acknowledging her generous donations to various buildings on campus, students attend classes on scholarships she has given, and administrators, staff and stu-dents know and greet her by name. Along with her work as a trustee member, Teel serves as the chair of the house corporation for the Delta Delta Delta sorority at Baker and also is actively involved with the parMentors program, a group that pairs outstanding students with mentors. She can also be spotted at Collins Center and Liston Stadium attending countless sporting events throughout the year. She is also heavily involved with her church and other nonprofit organizations. Baker President Pat Long said what makes her the volunteer of the year and a true philanthropist is how she gives from her heart and displays a genuine spirit of generosity, “not just in dollars but in time.” Teel has even shared her passion for the school as a commencement speaker for the Gradu-ate School of Education. She received an honorary doctorate from the school in 2010 in recognition of her efforts.

192012 District VI Institutional Awards

Excellence in Alumni Special EventsAlumni EventKansas State UniversityMissouri University of Science and TechnologyDrake University

Excellence in Alumni WebsitesAlumni Web Site University of Missouri - ColumbiaKansas State UniversityMissouri University of Science & Tech

Excellence in Institutional RelationsBest Solution to an Institutional Communication ChallengeUniversity of Nebraska - LincolnUniversity of KansasDoane College

Excellence in AdvertisingBillboard/Environmental AdUniversity of Missouri - ColumbiaWebster UniversityUniversity of Missouri - Columbia

Excellence in Educational FundraisingCapital Campaign ProgramUniversity of Missouri, Kansas CityBaker University

Excellence in Multi-MediaCD/DVDBaker UniversityMissouri University of Science & Technology

Excellence in Graphic DesignCover - Four or More ColorsUniversity of DenverA.T. Still UniversityUniversity of Kansas

Excellence in Graphic DesignCover - One, Two, or Three ColorsDoane College

Excellence in Graphic DesignEditorial DesignDoane CollegeNebraska Wesleyan UniversityUniversity of DenverDoane CollegeDoane College

Excellence in Alumni Special EventsElectronic Newsletter for AlumniMissouri University of Science & Technology

Excellence in Communication - PeriodicalsElectronic Newsletter or MagazineA.T. Still UniversityUniversity of Missouri - St LouisKansas State UniversityUniversity of Missouri - Kansas City

Excellence in Fundraising MaterialsExcellence in Development WritingDrake UniversityDrake UniversityDordt College

Excellence in Comm. - PeriodicalsExternal Audience Tabloid / NewsletterSouthwestern CollegeEmporia State UniversityUniversity of Kansas

Excellence in WritingFeature StoryColumbia CollegeIowa State UniversityNebraska Wesleyan University

Excellence in Fundraising MaterialsFundraising Brochures / PublicationsUniversity of Missouri, Kansas CityUniversity of Missouri, Kansas CityDoane College

Excellence in Fundraising MaterialsFundraising Direct MailMissouri University of Science & TechnologyUniversity of Missouri- ColumbiaKansas State University

Excellence in Fundraising MaterialsFundraising Videso and/or DVDsUniversity of Missouri- St. LouisMissouri University of Science & TechnologyKansas State University

Excellence in WritingGeneral Publication (Internal OR External Audience)University of KansasDrake UniversityUniversity of Kansas

Excellence in Educational FundraisingImprovement in a Specific and/or Special Support ProgramKU Endowment Association

Excellence in Institutional RelationsInstitutional Branding CampaignUniversity of Central MissouriSt Louis College of Pharmacy

Excellence in Institutional RelationsInstitutional Relations ProjectUniversity of Nebraska FoundationKansas State UniversityUniversity of Nebraska Foundation

Excellence in Graphic DesignInstitutional Identity Program University of Missouri- St LouisDoane CollegeIowa State University

Excellence in Communications - PeriodicalsInternal Audience Tabloid / NewsletterIowa State UniversityMissouri Southern State UniversityUniversity of KansasUniversity of Nebraska Lincoln

Excellence in Communications - PeriodicalsMagazine - Four or More ColorsDoane CollegeUniversity of DenverColumbia CollegeSt. Louis College of Pharmacy

Excellence in Fundraising MaterialsMembership AppealKansas State UniversityUniversity of Missouri - ColumbiaDoane College

Excellence in PhotographyNews/Editorial or Feature PhotographyKansas State UniversityMissouri University of Science & TechnologyDrury University

Excellence in Graphic DesignNewsletter /TabloidFriends UniversitySouthwestern CollegeMissouri University of Science and Technology

Excellence in WritingOpinion/Coumn/EditorialUniversity of KansasUniversity of Kansas University of Kansas

Excellence in Graphic DesignOverall Media Placement ProgramDrake UniversitySaint Louis UniversitySaint Louis UniversityMissouri University of Science and Technology

Excellence in Graphic DesignPoster - Four or More ColorsUniversity of Nebraska- LincolnDrake UniversityDoane College

Excellence in Communication - Overall PublicationPresidents/Annual ReportWartburg CollegeBaker UniversityCollege of Saint MaryMissouri State University

Excellence in WritingPress ReleaseUniversity of Missouri - St. LouisMcPherson CollegeBenedictine College

Excellence in AdvertisingPrint Ad SeriesThe University of KansasUniversity of Missouri - ColumbiaFriends University

Excellence in WritingProfile/Personality Article or FeatureUniversity of KansasUniversity of KansasUniversity of DenverUniversity of Kansas

Excellence in Educational FundraisingProgram Mailing for Annual Fund SupportMissouri University of Science and TechnologyKansas State University

20

Excellence in Educational FundraisingProgram Mailing for Annual Fund SupportMissouri University of Science and TechnologyKansas State University

Excellence in Graphic DesignPublication Created Exclusively for Electronic DistributionKansas State UniversityUniversity of Missouri- St Louis

Excellence in Communication - Overall PublicationPublications Program InvolvementMissouri State University

Excellence in AdvertisingRadio AdWebster UniversityWebster UniversityCentral Methodist UniversityUniversity of Missouri - St. LouisUniversity of Missouri - St. Louis

Excellence in WritingRadio or Video ScriptUniversity of Central MissouriUniversity of Missouri - St. LouisUniversity of Missouri - St. Louis

Excellence in WritingScience/Technology/Research Article or FeatureSt. Louis UniversityIowa State UniversityEmporia State UniversityUniversity of Kansas

Excellence in PhotographySeries of PhotographsUniversity of KansasKansas State UniversityUniversity of KansasIowa State University

Excellence in Graphic DesignSeries or Multiple Piece Project - One, Two, or Three ColorsMissouri State UniversitySaint Louis UniversityNebraska Wesleyan University

Excellence in Graphic DesignSeries of Multiple Piece Project - Four or More Colors Multi-PageNebraska Wesleyan UniversityMissouri State UniversityKansas State UniversityUniversity of Missouri, Kansas City

Excellence in Graphic DesignSeries of Multiple Piece Project - Four or More Colors Single PageSaint Louis UniversityUniversity of Central MissouriWartburg CollegeDoane College

Excellence in Graphic DesignSingle Brochure - Four or More ColorsDoane CollegeKansas State UniversityBaker University

Excellence in Graphic DesignSingle Brochure - One, Two, or Three ColorsNebraska Wesleyan University

Excellence in Graphic DesignSingle LogoUniversity of Missouri - ColumbiaDrake UniversityUniversity of Kansas

Excellence in Communications - Overall PublicationSingle Student Recruitment PublicationsNebraska Wesleyan UniversitySaint Louis UniversityBaker UniversityMissouri State UniversityDrury UniversityCollege of St Mary

Excellence in MultimediaSingle Web PageColorado State University - PuebloWartburg CollegeDrake UniversityMissouri University of Science & Technology

Excellence in Educational FundraisingSpecial Constituency Giving Program, Non-recurringColorado State University - PuebloKU Endowment Association

Excellence in Fundraising Special EventsSpecial Events Organized Around Special OccasionsKansas State UniversityA.T. Still UniversityDrake University

Excellence in Alumni ProgrammingSpecial Group ProgrammingUniversity of Nebraska FoundationUniversity of Missouri - ColumbiaDrake University

Excellence in Graphic DesignSpecial Publications - CalendarsSaint Louis UniversityIowa State UniversityPittsburg State UniversityUniversity of Kansas

Excellence in Graphic DesignSpecial Publications - Invitations, Announcements, Maps, And Similar ProjectsNebraska Wesleyan UniversitySaint Louis UniversityNebraska Wesleyan UniversityMissouri State University

Excellence in WritingSpeechDrake UniversityUniversity of KansasSt. Louis University

Excellence in PhotographySports PhotographyMissouri University of Science & Technology

Excellence in Alumni ProgrammingStudent Advancement ProgrammingDrake UniversityDrake University Drake University

Excellence in Communication - Overall PublicationsStudent Recruitment SeriesNebraska Wesleyan UniversityNorthwestern CollegeUniversity of Central Missouri

Excellence in AdvertisingTV AdSt. Louis UniversityUniversity of Central MissouriWartburg College

Excellence in MultimediaVideoKansas State UniversityDrake UniversityKansas State UniversityMissouri University of Science and TechnologyMinot State University

Excellence in AdvertisingWeb AdUniversity of KansasUniversity of Kansas

Excellence in MultimediaWeb SiteUniversity of KansasMissouri State UniversityNorthwestern College

Excellence in MultimediaWeb Sub-Site or Special SectionUniversity of KansasDrury UniversityCornell College

Excellence in WritingWriting for the WebMissouri University of Science and TechnologySaint Louis UniversityDrake University

2012 District VI Institutional Awards 212012 District VI Institutional Awards

Sweepstakes winners will be announced at the Awards Reception and Celebration.Winning entries will be displayed in Colorado Ballroom.

Award winners have been listed in the program as an opportunity to networkwith them and share ideas during and after the conference.

Congratulationsto all award recipients!!

22 Annual Business MeetingAgenda, Minutes and Nomination Committee Report

CASE VI Annual MeetingTuesday, January 10, 2012

Call to order

Approval of January 2011 minutes

Financial Update

Strategic Committee Reports

Membership Engagement Branding/Marketing/Communications Educational Outreach District Management

Recognition of outgoing directors

Introduction of incoming directors

Other Business

Passing of the gavel

Adjournment

CASE District VI Annual Meeting January 2011

The meeting was called to order by District Chair Kevin Thompson. There was a motion to approve the minutes from the past annual meeting. The motion was seconded and approved.

The Annual Report is on pages 14-15 of the conference pro-gram. Thompson reviewed the Statement of Financial Posi-tion for the District on page 15. He also summarized the Year in Review on page 22 including the five guiding goals of the district – Financial, Membership, Educational Outreach, Branding/Marketing/Communications and District Manage-ment.

Thompson reviewed the proposed District VI bylaw changes which will be voted on by the District in February.

The following slate of nominees was approved by the mem-bership electronically: Chair Elect – Sheri Irwin-Gish, Secretary – Lee Denker, At-Large Members Scott Peters and Bill Grevas. Thompson congratulated the new members and thanked the Nominating Committee for their work.

Thompson recognized and thanked the Board of Directors. He recognized the National Award Winners and the District VI Honor Role of Volunteers. He thanked the volunteers for their service to CASE.

No New Business

Motion to adjourn the meeting.Motion seconded and approved.

CASE District VI Slate 2012

TREASURER NOMINEE (2012-2014)

Holly Johnson Associate Vice President for Development Upper Iowa University Fayette, Iowa

AT-LARGE MEMBER NOMINEE (2012-2013)

Rosita McCoy Senior Vice President for Communications KU Endowment Association University of Kansas Lawrence, Kansas


Mark Jastorff Executive Director Metro State College Alumni Association Denver, Colorado


Dionne Lewis Director of Advancement Henry W. Block School of Management University of Missouri – Kansas City Kansas City, Missouri


Bob Otterson Executive Assistant to the President South Dakota State University Brookings, South Dakota


Duff Ridgeway Vice President for Development Mt. Mercy University Cedar Rapids, Iowa


Hauli Sabatka Senior Alumni Director Hastings College Hastings, Nebraska

Presented by the CASE VI Nominating Committee: Sherri Schmidt, Chair, North Dakota State University; Kevin Thompson, Dickinson State University; Sheri Irwin-Gish, University of Nebraska-Lincoln; Kris Lens-meyer, Westminster College; Tanida Ruampant, Colora-do State University; Diane Caldbeck, Drake University; Judy Wright, University of Kansas

23Annual MeetingTreasurer’s Report

STATEMENT OF FINANCIAL POSITION 2011 2010 6/30/11 6/30/10ASSETS

Cash $ 126,801.43 $ 115,958.44

Investments 120,552.84 121,437.28

Accounts Receivable 1,090.52

Prepaid Expenses 307.13

_______________________________________________________________________

TOTAL ASSETS $ 247,661.40 $ 238,486.24_______________________________________________________________________

LIABILITIES AND NET ASSETS

Accounts Payable $ 4,793.58 $ 11,308.34

NET ASSETS

Unrestricted 242,867.82 227,177.90_______________________________________________________________________

TOTAL NET ASSETS 242,867.82 227,177.90_______________________________________________________________________

TOTAL LIABILITIES AND NET ASSETS $ 247,661.40 $ 238,486.24

CONFERENCE OPERATIONSFor the Twelve Months Ending June 30, 2011 6/30/11 6/30/11 6/30/10 Annual Last Year Actual Year to Date Year to Date Budget ActualREVENUE5500 Conference Registrations ($450.00) $ 91,190.00 $ 129,320.00 $ 130,000.00 $ 129,320.005520 Conference Exhibit Income 33,375.00 17,100.00 15,000.00 17,100.00

5600 Award Entry Fees 17,840.005810 Sponsorship 22,000.00 36,300.00 1,500.00 1,500.00__________________________________________________________________________________________________________________

Total Revenue 21,550.00 178,705.00 147,920.00 145,000.00 147,920.00__________________________________________________________________________________________________________________

EXPENSES6360 Honorarium & Fees 200.00 10,915.27 15,923.87 20,000.00 15,923.876510 Printing, Duplication & Distrib. 6,137.30 5,313.06 6,000.00 5,313.067400 Office & Program Supplies 22,026.67 22,392.25 1,775.57 300.00 1,775.577600 Postage, UPS, FedX & Shipping 692.63 1,558.31 1,000.00 1,558.318100 Catered Food & Beverage 6,370.69 73,932.12 90,367.01 90,000.00 90,367.018200 Exhibit Expenses 2,296.71 2,414.00 4,000.00 2,414.008400 Rental of Meeting Facilities 171.98 19,238.53 23,620.82 14,000.00 23,620.828600 Travel-Non-Staff 1,463.56 7,712.14 4,039.44 6,000.00 4,039.448610 Travel - Airfare Non-Staff 2,992.30 4,625.80 2,682.90 6,000.00 2,682.909110 Gifts 1,032.70 1,367.93 1,000.00 1,367.939300 Bank Service Charges 3,331.60 3,596.26 4,250.00 3,596.269900 Other Expenses 8,256.87 10,705.17 8,655.99 5,000.00 8,655.99___________________________________________________________________________________________________________________

Total Expenses 41,482.07 163,012.22 161,315.16 157,550.00 161,315.16___________________________________________________________________________________________________________________

NET REVENUE (LOSS) (19,932.07) 15,692.78 (13,395.16) (12,550.00) (13,395.16)

24 Annual Report2011 Volunteers List / Call for Volunteers

Lora AdamsKristi AlfonsoGwen AllredCory AndersenCori AstJosh BaileyCathey BarbeeMelanie BargerMichael BascomJim BowmanJeri BrewerAudra BricknerElisa BryantDiane CaldbeckBlake CampbellAndy CareagaGregg CarrollJessica ClementsKen ConverseDeb CookJakelle CornellCurt CrespinoJenni CushmanLindsey DayLee DenkerCharles DunhamSteve ElderTim FlynnMatt FongMichael FontanaKeo FrasierSuzy GardnerGraham GarnerLinda GarrisonJoAnn GraffamBill GrevasJohn Grice

Mike HardersMeghan Hartvigson-McIntireJane HeimerdingerMatthew HelmerVern HenricksNicole HenryAnne HiltonJon HinderliterCristy HoldenMelissa HollandKevin Holten Jeff HowardSheri Irwin-GishJeffrey JanoskoMark JastorffHolly JohnsonChris JohnstenStephen JordanJoe KammererSteve KarsjenMary Frances KerrConnie KippCamille KirchhoffChris KnudsonElizabeth KraemerHeather LaCostLacey LaRueDionne LewisNick LindeJanell LindseyPatricia LongHeather LudlumStephanie MaierMatt MantheyJuliAnn MazachekTraci McBeeRosita McCoy

Todd McCubbinMeghan McIntireT. Joseph McKayElaine McVayGini MennengaShea MeyermannJeff MillerJim MillerD. Scott MinieaLinda MoellerSarah MorrisShannon MosnessAndrea MostynTiana NelsonAshley NicholsMark NollPhilip OswaldBob OttersonBrent PassmoreJennifer PedneauTori PeglarPam PepperScott PetersCarrie PhillipsRobb PikeLauren RappJan RastallSteve ReedAmy Button RenzMelanie RicciDuff RidgewayKimberly RobertsonStacy RohrAaron RouseTanida RuampantHauli SabatkaJim Salmo

Tracy SamoraSherri SchmidtTim SchmittPaul SecordBrett SeidlLindsay SellTara SingerKristen SmarrJohn SmithStephen Ernest SmithKimberly SorensenMatthew SpencerMeleah SpencerGenevieve SullivanRod SurberJessica TavesChristine TempestaKevin ThompsonShannon TiernanJenne VanderboutMark VersenJennifer VorosSara WaldColleen WatermonBrent WaughJerry WeakleyMindy WeixelmanJen WeldingShaela WepferLynne WesterKristi WestonErica WoodDale WrightNancy YoungCora Zaletel

Call for VolunteersAre you looking to develop great skills and build your resume?

Make the most of the conference by getting involved! The CASE District VI Conference is a volunteer-driven endeav-or. By lending a hand, you will contribute to the success of the conference and have the opportunity to meet others in your field.

There are several volunteer opportunities at the upcoming CASE Conference. Volunteering is a great way to meet people and get involved.

If you are interested, stop by the Registration & Hospitality Desk or visit www.casevi.org. The 2014 conference is January 12-14, 2014 at the

Westin Hotel in Kansas City, Missouri.

25Annual ReportBoard of Directors / CASE Conference Committee

CASE VI BOARD OF DIRECTORS

Kevin J. ThompsonCHAIRDickinson State University Foundation, CEO

Sherri Schmidt DISTRICT TRUSTEENorth Dakota State UniversityAssociate Executive Director Alumni Association

Dale WrightTREASURERUniversity of MissouriDirector of Development

Lee DenkerSECRETARYUniversity of Nebraska - OmahaPresident, Alumni Association

Sheri Irwin-GishCHAIR-ELECTUniversity of Nebraska-LincolnExecutive Director of Communications and Marketing

AT - LARGE - MEMBERS

Tanida RuampantColorado State UniversityAssociate Director of Communications, Alumni Association

Sara WaldNorth Dakota State UniversityDirector of Advancement,College of Pharmacy, Nursing & Allied Sciences

Bill GrevasKansas State University Development FoundationAssociate Vice President for Development

Bob OttersonSouth Dakota State UniversityExecutive Assistant to the President

Cora ZaletelColorado State University-PuebloExecutive Director of External Affairs

Scott PetersLinn State Technical CollegeAssociate Director of Development

EX- OFFICIO MEMBERS( With voting privileges )

Todd McCubbinALUMNI RELATIONS COMMISSIONUniversity of Missouri – ColumbiaExecutive Director, Mizzou Alumni Association

Dionne M. LewisEQUITY AND OPPORTUNITYHenry W. Bloch School of ManagementDirector of Advancement

Sarah MorrisCOMMUNICATIONS & MARKETING COMMISSIONUniversity of Missouri, Kansas CityAsst Vice Chancellor for Marketing and Communications

Steve ReedCOMMUNICATIONS & MARKETING COMMISSIONCottey CollegeDirector of Public Information

EX-OFFICIO MEMBERS - Appointed( Without voting privileges )

Hauli SabatkaDISTRICT OPERATIONSHastings CollegeSenior Director of Alumni Relations & College Events

Andrea MostynCOMMUNICATIONS CHAIRMissouri State UniversityAssistant Director of University Communications

Mark JastorffINSTITUTIONAL AWARDSMetropolitan State College of DenverExecutive Director of Alumni Association

Sheri Irwin-GishSPONSORSHIP/BUSINESS PARTNER CHAIRUniversity of Nebraska-LincolnExecutive Director of Communications & Marketing

Heather D. LudlumASAP REPRESENTATIVEEmporia State UniversityEmporia State University Ambassadors

Brett ChambersCASE HEADQUARTERS DISTRICT LIAISONCASEExecutive Director of Volunteer Relations

CASE VI CONFERENCE COMMITTEE

Sara WaldCONFERENCE CHAIRNorth Dakota State UniversityDirector of Advancement

Hauli SabatkaCOMMITTEE/VOLUNTEER COORDINATORHastings College

Kevin ThompsonDISTRICT VI CHAIRDickinson State University Foundation, CEO

26 Annual ReportCASE Conference Committee continued

Dale WrightDISTRICT VI TREASURERUniversity of Missouri

Dionne LewisADVANCING DIVERSITY PROGRAMHenry W. Bloch School of Management

Traci McBeePROGRAM CHAIRRegis University

Bill GrevasPROGRAM: DEVELOPMENT TRACKKansas State University

Joe KammererPROGRAM: DEVELOPMENT TRACKMissouri State University

Blake CampbellPROGRAM: ALUMNI RELATIONS TRACKDrake University

Graham GarnerPROGRAM: COMMUNICATIONS & MARKETING TRACKWartburg College

Diane CaldbeckPROGRAM: NEW PROFESSIONALS & MENTORSDrake University

Lee DenkerPROGRAM: ROUNDTABLESUniversity of Nebraska - Omaha

Steve ReedCOMMUNICATIONS CHAIRCottey College

Camille KirchhoffCOMMUNICATIONS: GRAPHIC DESIGNERHastings College

Melanie BargerCOMMUNICATIONS: EDITORWestminster College

Lauren RappCOMMUNICATIONS: SOCIAL MEDIA/WEBSITEDrury University

Cora ZalatelCOMMUNICATIONS: EDITORColorado State University - Pueblo

Holly JohnsonARRANGEMENTS CO-CHAIRUpper Iowa University

Andrea MostynARRANGEMENTS CO-CHAIRMissouri State University

Aaron RouseARRANGEMENTS: LOGISTICS CHAIRHastings College

Tiana NelsonARRANGEMENTS: FOOD & BEVERAGE CHAIRColorado State University

Cory AndersenARRANGEMENTS: DÉCOR CHAIRUniversity of Denver

Bob OttersonARRANGEMENTS: AWARDS DINNER CHAIRSouth Dakota State Unversity

Gini MennengaARRANGEMENTS: CASE AFTER HOURSMetropolitan State College of Denver

Matt FongOPERATIONS CHAIRHastings College

Stephanie MaierOPERATIONS: REGISTRATION CO-CHAIRNorth Dakota State University

Jenne VanderboutOPERATIONS: REGISTRATION CO-CHAIRUniversity of Central Missouri

Colleen WatermonOPERATIONS: VOLUNTEER COORDINATORUniversity of Missouri – St. Louis

Erica WoodOPERATIONS: HOSPITALITY/GIFTS CHAIRUniversity of Denver

Sheri Irwin-GishOPERATIONS: EDUCATIONAL PARTNERS/SPONSORSHIPSUniversity of Nebraska- Lincoln

Josh BaileyOPERATIONS: RESOURCE EXCHANGE CHAIRColorado College

Elizabeth KraemerOPERATIONS: EVALUATIONS/MODERATORSUniversity of Nebraska-Omaha

Jerry WeakleyOPERATIONS: 25+ CASE MEMBERSBaker University

27

PAGE IDENTIFICATION 27Annual ReportScholarships

Heather LudhamEmporia State University

Jaqlyne UnderwoodUniversity of Central Missouri

Janine FloresManager of ProspectResearch Services

Metro State College of Denver

Pamela KellyDevelopment Office

William Woods University

Hank McCallDevelopment Director

for Student AffairsSouth Dakota State

University Foundation

Melvin SandersDirector of Athletics

Central Christian College

Jessica ClementsNew Media Specialist

Missouri State University

Lindsey DayAssistant Director of

Alumni Career ServicesMetro State College

of Denver

Nate GarretDirector of Major GiftsCollege of Education

Pittsburg State University

Joel GehringerDirect Mail Coordinator

Creighton University

Gavin HargraveAssociate Director

of Alumni ProgramsKansas State University

Jamie PattersonMarketing ManagerWestminster College

The Clarence J. Jupiter Fellowship and CASE ASAPCareer Fellowship programsWith the goal of encouraging students to explore advancement as a career, these paid fellowship programs provide up to 10 fellows (eight Jupiter Fellows and two Career Fellows) with a hands-on learning experi-ence at CASE ASAP member educational institutions throughout North America. Fellows receive on-the-job training and gain valuable skills in the three professional areas of advancement—alumni relations, communications and marketing, and philanthropy. Fellows begin their fellowship in January 2013 and receive $2,000 for 200 hours of work; a stipend of up to $1,000 to attend a CASE District Conference; and a complimentary CASE Webinar. The application deadline is in the fall 2012. For more information, contact Robyn Neeley at [email protected].

SCHOLARSHIP OPPORTUNITIES

Emerging Student Scholarships Emerging Student Scholarships are available to undergraduate or graduate students who are interested in pursuing a career in educational advancement. The Emerging Student Scholarship offers up to two students the opportunity to attend. CASE District VI covers the conference registration ($350), New Profes-sionals track ($75), and a travel stipend ($400 maximum).

New Professionals Scholarship RecipientsProfessional development. Life-long learning. Continuous improvement. No matter how you look at it, it is an essential part of our personal and professional growth – and one we must continue to invest in. CASE VI offers those with two years or less experience in advancement a unique opportunity to receive financial assistance to attend the CASE VI Conference and the New Professionals Pre-Conference Workshop. These newcomers to institutional advancement received scholarships this year.

Advancing Diversity ScholarshipsThe CASE District VI Board is committed to supporting efforts to encourage the recruitment and retention of a more diverse workforce in the advancement profession (public relations, communications, marketing, fundraising/development, alumni affairs, constituent relations, and special events). The cornerstone of our efforts is the Advancing Diversity Scholarship. The Advancing Diversity Scholarship offers up to five ethnically diverse professionals the opportunity to attend the CASE District VI annual conference. CASE District VI covers the conference registration ($350), New Professionals track ($75), and a travel stipend ($400 maximum).

29Annual ReportYear in Review

It has been a pleasure to serve as your District Chair for the past two-and-a-half years. My, how time flies when you are surrounded by the wonderful volunteers of CASE District VI. Thanks to the support of these dedicated volunteers, your District has not only had a great year, but has advanced in several areas. Your Board of Directors have met almost monthly to advance the mission and vision of CASE District VI. Out-lined below are our Strategic Committees with the goals of each committee that will provide a more informed and engaged membership.

CASE VI STRATEGIC COMMITTEES 2011-12

MEMBERSHIP ENGAGEMENT •Emeritimembers(pastboardchairs,members,&conf.chairs) •Baselinedata/informationdevelopment •InvolvementwithCC&IndependentSchools •Currentmemberinvolvement DISTRICT MANAGEMENT •PoliciesandProcedures •Awards–Inst.&Service -RisingStar •StandingRules •Contracts&MeetingArrangements •Boardofdirectornominations&directorexpectations •Orion •Archivist

As we look to the future, the District is fiscally sound. We have attained our minimum desired reserve of 75% of our annual operating budget. This means that we have the desired $150,000 in reserve accounts to provide for shortfalls in upcoming budgets, but this also means more programs and services will be developed for our District’s members. Plans are underway for a joint conference in 2012 in Chicago, Illinois, with District V. Hauli Sabatka of Hast-ings College is serving as co-chair along with Catherine McGlinch of the Minnesota Medical Foundation. Both of these individuals bring a wealth of knowledge to develop an outstanding conference that you won’t want to miss! Mark your calendars today for December 9-12, 2012, in Chicago and watch the website for details to follow. It has been a pleasure to lead CASE District VI as this is an incredible volunteer organization. Many items were accomplished during my tenure, but we have more areas to develop to make sure we are meeting your needs as members. Please welcome Sheri Irwin-Gish as the incoming District Chair and support her as we carry out our goal of a dynamic CASE District VI.

Sincerely,

Kevin J. Thompson Dickinson State University Foundation

BRANDING/MARKETING/COMMUNICATION •DigitalCommunications -Website -SocialMedia -Email •StrategicCommunicationPlan

EDUCATIONALOUTREACH •FutureConferences&RegionalOutreach •Collaborationswithotherpartners •CaseHeadquarterprogramming

30 Business Partners

GRAND GOLD SPONSOR - $10,000

Rise Display (no booth)

Ryan Cahoy, Sales

Rise Display has provided digital signage to universities, financial institutions and businesses across North America for more than 15 years. Our complete display solutions enable companies to deliver their messages via LED tickers, digital signs and video walls using our web service, display wire. Our approach to providing a complete display solution ensures the displays are installed correctly and have unique attention getting content designed to attract attention.

GOLD SPONSORS - $5,000

Marriott Denver City Center (no booth)

Unique among downtown Denver hotels, the Marriott City Center features panoramic views of Colorado’s Rocky Mountains and the gorgeous city skyline. This downtown Denver luxury hotel is near the business, shopping and entertainment districts including LoDo, Larimer Square and the 16th Street Mall, as well as top attractions such as Elitch Gardens, Coors Field, Sports Authority Field at Mile High, Pepsi Center and the Convention Center. Whether in town for busi-ness or leisure, visit the Denver Marriott City Center hotel and experience the exciting energy of downtown Denver, Colorado. The Marriott is the 2012 CASE VI Advancing Diversity Program signature sponsor.

Eligibility and applications are available on www.casevi.org each September.

RuffaloCODY* Chris Bingley, Vice President & Senior ConsultantStan Campbell, Division PresidentClark Gafke, Vice President & Senior ConsultantJennifer Hladik, Vice President & ConsultantBart Showalter, Senior Vice President, Software Division

Proudly celebrating our 20th anniversary in 2011, RuffaloCODY is the recognized leader in pro-viding strategic fundraising, enrollment strategic fundraising, enrollment management services and software. Fundraising services include: management of student phonathons, on-campus and off-site calling programs, automated phonathon software, phonathon training and consult-ing services and planned giving identification programs. Enrollment management services include: search, inquiry, qualification and a full complement of direct marketing services and tools. RuffaloCODY is one of America’s fastest growing private companies with more than 3,500 employees in 85 locations.

SILVER SPONSORS - $3,000

GEICOChris LeMaster, Marketing & Event Manager, Partnership Marketing

GEICO’s affinity program truly benefits alumni with savings on more than just auto insurance and provides a steady revenue stream for your alumni association or foundation. Let GEICO, the third largest auto insurer, show you their unique program and how a partnership can pay dividends for you, your alumni and your association.

31Business Partners

SILVER SPONSORS - $3,000 (continued)

iModules SoftwareCraig Andreasen, Regional Sales ManagerJim Lyons, Regional Sales

iModules provides technology solutions and services to help organizations achieve their mis-sions and build meaningful relationships through member engagement and online communica-tion. With more than 600 clients reaching more than 40 million constituents, iModules delivers easy-to-use tools for website management, data management, email marketing, event manage-ment, online giving, membership management, and social networking. An industry leader since 2002, iModules partners with organizations worldwide to make a difference. For more informa-tion, please visit www.imodules.com.

The Jester Company, Inc.Debbie Lozo, PresidentRusty Jabour, Sales Representative

Since 1926, Jester Company has worked exclusively in higher education. Jester provides schools with quality custom printed promotional products and is a licensed supplier to over 600 schools. We work with admissions, alumni, athletics and development supplying items such as decals, laser printer name tags, magnet postcards, lapel pins, embroidered mini mascots and laser printer membership cards – just to name a few.

BRONZE SPONSORS - $1,500

Bentz Whaley Flessner* (no booth)

John McConnell, Managing Associate

Harris Connect*Hardeep Avery, National Sales Director

MD Designs by Metal Decor*Gary Hills, Sales RepresentativeDave Bell, Sales Representative

MultiAdRon Fauss, Business Development Manager

Wilson-Bennett Technology, Inc.*Rob Schlitts, Vice PresidentKim Stoutenburg, National Phonathon Director

2012 EXHIBITORS

Agilon LLC * Eickof Columbaria Inc.Blackbaud * Go Next, Inc.CASE * Liberty Mutual *Collegiate Insurance Resources * Marsh U.S. Consumer *Converge Consulting * Publishing Concepts *Crescendo Interactive, Inc. Seven K CompanyCurtis 1000 Southwest Direct * Educational Marketing Group * The Lexinet CorporationEduventures * *CASE Member

32 ReferenceConference Ribbons

Have you seen the ribbons hanging off of other participants name tags and wondered what they were signifying? Your conference committee knows that it’s hard to tell the players without a score-card, so here’s a handy key to tell you what all those ribbons indicate.

BOARDCASE District VI Board Members

NEWCOMERNew Professionals to CASE District VI

EDUCATIONAL PARTNERProfessionals who can assist institutions with specific needs

SPEAKERPresenter for breakout sessions

25+CLUBCASE Professionals who have worked in the Advancement Profession for over 25 years

COMMITTEEDistrict VI members who helped plan the Expanding Horizons conference

HONOREERecipient of an award at the conference

PREMIER MEMBERIndividual members who with a small annual fee are provided an enhanced suite of resourcesat CASE International

SCHOLARSHIP RECIPIENTParticipants who received scholarships to attend the conference.Watch for emails next year if you are interested in applying.

VOLUNTEERMembers of the District who have volunteered in the district or at conferenceoutside of speaking or serving on the committee

33ReferenceMap of Ballroom and Conference Rooms

303 Agilon LLC*207 Blackbaud*101 CASE *206 Collegiate Insurance Resources*400 Converge Consulting*107 Crescendo Interactive, Inc.103 Curtis 1000307 Educational Marketing Group*304 Eduventures*

408 Eickhof Columbaria Inc.209 GEICO306 Go Next, Inc.300 Harris Connect*308 iModules Software301 The Jester Company, Inc.200 Lexinet109 Liberty Mutual*202 Marsh U.S. Consumer*

302 MD Designs by Metal Decor*208 MultiAd402 Publishing Concepts*201 RuffaloCODY*203 Seven K Company406 Southwest Direct*309 Wilson-Bennett Technology, Inc.*

* CASE member

34 ReferenceDowntown Denver Map

35ReferenceConference at a Glance

SUNDAY1:00 - 7:30 PM

Resource Exchange Prefunction Awards Display Colorado Ballroom

8:00 - 9:00 AM New Professionals: Continental Breakfast (N) Denver V & VI

8:30 AM - 6:00 PM Registration & Hospitality Open Denver Registration

9:00 - 10:00 AM New Professionals: Overview of CASE (N) Denver V & VI

10:00 - 11:00 AM New Professional: Roundtable Discussions (N) Denver V & VI

11:00 - 11:30 AM

New Professionals: How to Make Advancement a Career...Not a Job (N) Denver V & VI

11:30 AM - 12:00 PM New Professionals: The Wrap (N) Denver V & VI

1:00 - 2:00 PM SESSIONS

Developing Activities and Programs to Engage Diverse Constituents (A) Denver VI

Partnering to Offer Alumni Career Services (A) Denver II

Renovating a Fraternity: The Fraternity Alumni,University and Foundation Partnership (D) Denver IV

Living within the Brand: differentiating your school or collegewhile embracing the big university brand (C) (M) Denver III

How Has Corporate Giving Changed Since the Onset of the Economic Downturn? (D) Denver I


Show Me the $$$: Revenue Generation and BusinessPartnerships for Alumni Relations (A) Denver IV

40 Events in 30 Days? No problem. (A) Denver III

Making Graphic Design Work Across the Media (C) Denver VI

Communicating Outreach at the Academic Table and Beyond (C) Denver II

By the Numbers: Fact or Fiction (D) Denver I


The Art and Science of Personal Visits (D) Denver VI

Surviving the Multigenerational Workplace (M) Gold Coin

Top 10 Mistakes in Alumni Relations (A) Molly Brown

When Chapters Don’t Work (A) Denver V

You Have an iPhone, Now What? (S) (C) (A) Denver II

Connect, Network, Engage: Proven strategies and tacticsfor fan growth on Facebook (S) (C) Denver III

5 Key Steps to Phone-A-Thon Success (D) (A) Denver IV

Potential of Women’s Philanthropy in Higher Education (D) Denver I

4:45 - 5:45 PM CASE Extravaganza: Keynote Colorado Ballroom

5:45 - 7:15 PM Business Partner Reception Colorado Ballroom

7:30 - 8:30 PM Volunteer Reception CASE Suite

9:00 - Midnight CASE After Hours

MONDAY7:30 AM - 10:00 PM Resource Exchange Prefunction


7:30 - 8:30 AM Breakfast Colorado Ballroom

7:30 - 9:00 AM President’s Breakfast (by invitation) Mattie Silks

8:30 - 9:30 AM SESSIONS

Young Alumni Academy (A) Denver II

Not-So-Dangerous Liaisons: Adopting an Account ExecutiveModel for Working with Campus Clients (C) Denver VI

Champions. Friends. Acquaintances. Donor Motivation Defined. (D) Denver IV

Engaging Philanthropic Parents (D) Molly Brown

Your Name Here (C) (A) (D) Denver V

Are You Maximizing Your Online Results? (A) (C) (D) Denver III

Growing Tomorrow’s Donors (D) (A) Denver I

9:30 AM - 10:00 AM

Business Partner Networking Break Colorado Ballroom


Sexual Harassment and Development: What to Do with the Too Friendly Donor (D) Denver I

Planned Gift Cultivation Strategies: Straight Talk from aSenior PGO & A Major Gift Officer Partner (D) (N) (M) Denver II

Other Duties as Assigned (C) (S) Denver III

Creativity Isn’t Accidental (C) Molly Brown

Strategy Session-Who Lives Where? (A) (D) Denver IV

A Hidden Gem: Connecting with Veteran Students & ROTC Alumni (A) Nat Hill

Presentation Skills Matter...a lot! (M) (C) Denver VI

Growing the Family While Eliminating Membership Dues (A) Denver V

11:00 - 11:30 AM


11:30 AM - 12:30 PM SESSIONS

After the Storm (D) (A) (C) Denver III

Twenty Years of Automated Phonathon (D) Gold Coin

Closing Smarter: Success Factors in Major Gift Solicitations (D) Denver I

Volunteer Leaders: An Advancement Asset (M) Denver II

Re-energizing a Brand: The Metro State Alumni Relations Transformation (A) Pomeroy

Telling Your Story: How Ideas, Words and Images Can Come Together (C) (A) Molly Brown

A Multi-Channel Approach to Your Reunion Weekend (A) (C) Denver IV

Branding on a Shoestring (C) Denver VI

Getting There, Staying There, and Preparing for the Next There (M) Nat Hill

12:30 - 1:45 PM

Awards Luncheon Colorado Ballroom


Cutting Edge Web Trends For Marketing Your School Online (C) (S) Denver III

Future Trends in Giving (D) (S) Denver IV

Keeping Up With the Jones: Covering campus without getting overwhelmed (C) Denver V

Philanthropy on Campus: Starting your own Student Philanthropy Initiative (A) (D) Denver I

Straight from the Source: Philanthropy from the Donor’s Perspective (D) (A) Molly Brown

Looking at Volunteerism from Both Sides (M) Denver VI

Alumni Relations As A Calling (A) (M) Denver II

Corporate Relations: Trends, Motivations, and Strategies (D) Gold Coin

3:00 - 3:30 PM


3:30 - 4:30 PM

Utilizing Mobile Phone, Social Media, and DigitalDisplay Technologies to Recognize Donors (S) (C) Denver III

Using Your Leadership Strengths to Secure Major Gifts (D) (M) Denver I

Riding the Unicycle: Recruiting, Training and RetainingHigh Performing Development Teams (D) (M) (N) Denver IV

K-State Proud: From an Idea to a Tradition (A) (D) Denver V

Rules of the Game: What’s the point of social media policies? (S) Denver VI

Alumni Discovery Initiative (A) Gold Coin

If You Sing It, They Will Come: The Message Is What’s Important (C) Molly Brown

First Things First: Planning and Preparation for Campaign Success (D) Denver II

Student-Alumni Initiatives: Engaged Alumni in the Making (A) Nat Hill

4:45 - 6:45 PM Institutional Awards Presentation and Reception Colorado Ballroom

6:45 PM CASE After Hours

TUESDAY7:30 AM - 1:00 PM Resource Exchange Prefunction

7:30 AM - 1:00 PM Awards Display Colorado Ballroom


8:00 - 9:00 AM Breakfast / Roundtable Discussions Colorado Ballroom


Long Term Planning for the Annual Fund (D) Denver IV

Engaging your Development/Advisory Board (D) (A) Denver II

Alumni Symposium (A) Gold Coin

Table Talk: A Conversation with Jim Calaway - Philosophies of a Philanthropist (D) Denver V

Technology Enabled (A) (D) Denver III

Seismic Changes in Consumer Behavior (C) Denver VI

Socially Acceptable? What’s the Point of Social Media Policies? (S) Denver I

Navigating Alumni Travel in the 21st Century (A) Matchless

10:00 - 10:30 AM



Who’s on First: How Individual Donor and Foundations OfficersCan Work Together Well (D) (C) (M) Gold Coin

Social Communication in a Crisis (S) (C) Denver III

Making Your Features Sing: Magazine Content Curation Across Multiple Outlets (C) Denver I

Getting the Door Open (D) (A) Denver V

Young Alumni Network: Maintaining Meaningful Connections to Recent Grads. (A) Denver II

Why Invest in Student Philanthropy? (D) (A) Denver VI

21st Century Alumni Association (A) Denver IV

11:30 - 1:00 PM Luncheon & Keynote Speaker Colorado Ballroom

Alumni: (A) Communications & Marketing: (C) Development: (D) Management: (M) New Professionals: (N) Social Media: (S)

36 Notes 37Notes

38 Notes 39Notes

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JANUARY 8-10, 2012 / DENVER

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