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  • CASE DISTRICT VII Best Practices in Student Philanthropy
    how they incorporated their student initiative into existing giving programs You ll also have an opportunity to hear from a panel of UC Davis students on why they chose to get involved and the challenges they face sharing their message with fellow students Jane Eadie is the Associate Executive Director of Programs for the Cal Aggie Alumni Association at UC Davis Jane has over 18 years of experience in innovative program design and implementation in the public and private sector including seven years with UC Davis In her current role she oversees all aspects of national and international alumni engagement signature alumni events as well as student and parent programming Jane also serves as lead adviser to a new UC Davis student philanthropy initiative We Are Aggie Pride which in its first two years has raised over 70 000 to provide emergency monetary awards for students in need She is a current member of the CASE District VII board of directors and former District VII adviser for the CASE ASAP national student board Brian Kish serves as the Senior Vice President for Development at the University of Arizona Foundation He is a member of the executive management team of UAF and oversees the offices of annual giving communications corporate foundation relations strategic prospect development and analytics gift planning special events and donor relations He also is a part time consultant serving both national and international clients in elevating their development and more specifically broad base giving operations Previously Brian served as Senior Director of Development Assistant Campaign Manager for the University of California Irvine Medical Center Assistant Vice President for Advancement at Salve Regina University and Director of Annual Giving at Iowa State University Brian is a frequent speaker for CASE and AFP conferences having served as chair or faculty

    Original URL path: http://www.casevii.org/dvii_workshops/best_practices_in_student_philanthropy.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Thursday, March 5
    Order at the Right Time Strategic Planning and Preparation for a Comprehensive Campaign Sunset Laguna COMMS Extreme Makeover Magazine Edition Salon D Grand Pacific Ballroom PPD The More You Know the More You Grow Conducting a Learning Needs Assessment in Your Fundraising Shop Sapphire Cove PPD Up Down Sideways Managing Your Way to Success Emerald Cove PHIL Maximize Your Gift Commitments by 20 to 100 Percent through a Collaborative Culture Cardiff PHIL The Power of Partner Phonathons Mariner Cove PHIL Why Universities Fail to Maximize Corporate Relations A Perspective Coral Cove SMALL Cultivating Major Gifts in a Small Shop Crystal Cove 11 00 a m 12 30 p m Lunch on Your Own 12 30 2 00 p m Opening Keynote Session Development Sales and Reading the Mind of a Donor with Nonverbal Tells Grand Pacific Ballroom 2 00 2 30 p m Energy Break with Exhibitors Newport Coast Ballroom 2 30 3 30 p m Track Sessions ADV Gift Agreement Automation Del Mar ADV Bringing Home the Best Brit A Transformative CRM Coral Cove ALUM The Next Frontier in Alumni Engagement Baycliff CAM An Audacious Undertaking Campaign Marketing from A to Z Sunset Laguna COMMS Viral Visual Social Media Salon D Grand Pacific Ballroom PPD Negotiation Nuance and the Nonverbal Advantage Sapphire Cove PPD Creative Approaches to Recruitment and Retention Emerald Cove PHIL Donor Driven Strategies for Annual Giving Cardiff PHIL Hit the Ground Running Your First 100 Days of Fundraising in a New Job at Your Institution Mariner Cove SMALL Doing More with Less Maximizing Digital Communications in a Small Shop Crystal Cove 3 45 4 45 p m Track Sessions ADV Getting Users Excited about Their Data Del Mar ALUM Professionalizing Your Alumni Board Leveraging Expertise Skills and Influence to Drive Engagement and Philanthropy Baycliff ALUM An

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/thursday_march_5.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Friday, March 6
    and Giving Mariner Cove CAM Campaign Feasibility A New Paradigm Sunset Laguna CAM Philanthropy Is a Team Sport How Well Aligned Are Your Institutional Leaders Emerald Cove COMMS Nip and Tuck A Quick Fix for Your One Day Giving Plan Coral Cove COMMS Tell Your School s Story with Video The Basics and Beyond Copper Cove PPD Deepening Donor Commitment Critical Roles for Faculty and Academic Leaders Sapphire Cove PHIL Enhancing Major Gifts with Planned Gifts and Maximizing Professional Counsel Cardiff 11 45 a m 1 00 p m CASE District VII Awards Luncheon Grand Pacific Ballroom 1 00 1 15 p m Break with Exhibitors Newport Coast Ballroom 1 15 2 15 p m Track Sessions ADV Funding the Fundraisers How to Increase Your Advancement Budget Del Mar ALUM Beyond the Event The Buck Doesn t Stop Here Baycliff CAM Big Risk Big Effort Big Give Copper Cove CAM Building a Network How to Manage Communications for a 1 1 Billion Fundraising Campaign on a 10 000 a Year Budget Sunset Laguna COMMS Focus Focus Focus A Case Study on Content Strategy Mariner Cove COMMS Effective Communications through Leadership Transition Managing Change at the Top Coral Cove PPD Corporate Talent Strategies That Drive Success Sapphire Cove PHIL A Culture of Philanthropy That Starts at the Top Involvement of Alumni on the Governing Board Cardiff SMALL Five Innovative Ways to Increase Alumni Participation Online Crystal Cove Master Class p 10 Rethinking a Culture of Philanthropy Part 1 Emerald Cove 2 15 2 45 p m Energy Break with Exhibitors Newport Coast Ballroom 2 45 3 45 p m Track Sessions ADV How a Database Conversion and Ron Burgundy Got Us through a Much Needed J Curve Del Mar ALUM Allies or Enemies Alumni Relations and the Annual Fund It s

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/friday_march_6.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Saturday, March 7
    00 9 00 a m Coffee with Exhibitors Newport Coast Ballroom 9 00 10 00 a m Track Sessions ADV Data Quality Field Guide for the Layperson Del Mar ALUM Building Pride and Community go you Baycliff CAM An Integrated Institutional Approach to Crowdfunding ASU s PitchFunder Sunset Laguna COMMS Content Marketing 2 0 Provocative Disruptive and Not All about You Mariner Cove COMMS The Business of Communications Crystal Cove

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/saturday_march_7_.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Advancement Services
    its fundraising phonathon and alumnae and parent engagement program finding the answer to their challenges in UK software provider Access Group and its thankQ CRM Evaluating risks and rewards Scripps became the first American installation of an international fundraising solution that has delivered incremental growth for the school s programs Thursday March 5 3 45 p m Getting Users Excited about Their Data Del Mar Walter Allen Business Manager for Advancement Services UC Davis Meg Padovani Customer Service Report Developer UC Davis This session will explain how UC Davis s Advancement Services team is keeping a comprehensive log of the unit s data analysis reporting needs The speakers will unveil their solution for switching from an ad hoc report request culture to a self service model helping users to understand the nuances of the data and to ensure the accuracy of information going into the database Using the Advancement Services systems users are now empowered to extract data with ease and efficiency Friday March 6 10 30 a m They Call Me Mister Benchmark Del Mar Mark Longo Director of Strategic Initiatives Caltech In this session you will learn why an ongoing investment in benchmarking projects is important for advancement leaders who seek to continually improve business practices at their institutions You will be presented with a tool kit that addresses how to determine which peer institutions to benchmark against how to lead a benchmarking project in house how to engage with an external vendor to run a benchmarking project and how to conduct a successful benchmarking visit to a peer institution Friday March 6 1 15 p m Funding the Fundraisers How to Increase Your Advancement Budget Del Mar Sylvia Acosta Assistant Vice Chancellor for Constituent Development UC Irvine Valerie Amador Senior Director of Development Department of Pediatrics UC

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/advancement_services.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Alumni Relations
    that engagement builds retention which is a simple formula for success when students lives revolve around their institution But what happens when loyal students head off into the real world and become distant alumni At Claremont McKenna College the alumni staff strives to maintain the strong connection alumni feel post graduation and in this session you ll hear about a program they have created to help young alumni stay connected and to prepare them for alumni leadership roles Thursday March 5 3 45 p m Professionalizing Your Alumni Board Leveraging Expertise Skills and Influence to Drive Engagement and Philanthropy Baycliff Jillian Fish Assistant Director of Alumni Engagement University of San Francisco For a more sustainable and successful future alumni teams are expanding and moving away from a volunteer governance model They are professionalizing their alumni boards and requiring leaders to step into roles where their expertise is more valuable than their emotional attachment This presentation will walk through the steps the University of San Francisco took to professionalize its alumni board and regional councils and will discuss ways to utilize a professionalized alumni board for best results Friday March 6 10 30 a m Engaging PhD and Postdoc Alumni Baycliff Rachel Katsuura Director of Alumni Relations School of Pharmacy and Graduate Division UC San Francisco Lillian Samuel Senior Director of Development School of Pharmacy and Graduate Division UC San Francisco UC San Francisco has pioneered a new approach to engaging a community of PhD and postdoc alumni as donors and volunteers Engagement strategies have included hosting special events having an effective and growing volunteer alumni board creating tailored communications and implementing a landmark campaign for graduate education all in partnership with campus leadership and faculty In this session the presenters will share their process success stories and lessons learned in engaging this alumni cohort Friday March 6 10 30 a m Time Talent Treasure Effectively Integrating Engagement and Giving Mariner Cove Nikki Khurana Assistant Vice President of Alumnae Parent Engagement and the Scripps Fund Scripps College Natalie Adams Director of Parent Engagement Scripps College Elizabeth Cundiff Director of Alumnae Engagement Scripps College Merlene Singleton Director of the Scripps Fund Scripps College Learn how Scripps College successfully integrates its alumnae relations parent relations and annual giving teams to help alumnae and parents feel connected and in turn give more often The Scripps team will outline ways they use their Time Talent Treasure message in every event communication and solicitation The team will also discuss ideas for integrating such key campus departments as career planning communications and marketing and student affairs The best part This strategy scales up or down to accommodate institutions of any size Friday March 6 1 15 p m Beyond the Event The Buck Doesn t Stop Here Baycliff Robin Doty Alumni Director Graziadio School of Business and Management Pepperdine University Are you struggling to find ways to measure alumni engagement and the success of your alumni relations department Hear how the Pepperdine University Graziadio School of Business

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/alumni_relations.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Communications and Marketing
    other avenues can build brand awareness for an institution This integrated news packaging requires a broad collaboration of marketing and communications staff Learn how your group s diverse expertise can drive success Friday March 6 10 30 a m Nip and Tuck A Quick Fix for Your One Day Giving Plan Coral Cove Jennifer Barber Executive Director of Alumni Relations and Annual Giving Sacramento State Roll up your sleeves and get ready to put your best ideas to a quick test In this session you will work together in small groups to develop a communications strategic plan to support a one day giving challenge including identification of audiences measurable objectives strategies and tactics At the end of the one hour session the groups plans will be shared so you have models with best practices that you can implement in your own organization Friday March 6 10 30 a m Tell Your School s Story with Video The Basics and Beyond Copper Cove Mira Zimet Director of Video Production Dornsife College of Letters Arts and Sciences USC Joan Getman Director of Educational Technologies Center for Scholarly Technology USC This session explains how to maximize video production with limited time and resources Presenters share strategic video storytelling approaches that provide unique opportunities to engage your constituents and raise your YouTube hits Special attention will be given to repurposing video content for events donor steward cultivation and online video marketing Friday March 6 1 15 p m Focus Focus Focus A Case Study on Content Strategy Mariner Cove Michael Freedman Director of Content and Editorial Graduate School of Business Stanford This session will discuss the value of a focused content strategy techniques for working with scholars to make their ideas more accessible and how to use digital technology to bring your content to life and significantly amplify the voice of your institution and its faculty Friday March 6 1 15 p m Effective Communications through Leadership Transition Managing Change at the Top Coral Cove Shirley Melikian Armbruster Associate Vice President for University Communications Fresno State Diana Bates Mock Vice President for Advancement and University Relations Fresno Pacific University Leadership change is a fact of life at K 12 schools colleges and universities The transitions among presidents chancellors headmasters deans and other executives are happening at schools large and small public and private The average tenure of a college leader for example has dropped from eight and a half years in 2006 to seven years in 2012 This session will examine the key issues that arise in institutions of all sizes from the moment the current leader announces his or her departure through the first day week and year of the new leader Friday March 6 2 45 p m Get Creative Build Brands within a Brand with Powerful Stories Mariner Cove Tim Akin Executive Director Marketing and Communications Graduate School of Management UC Davis Kathy Svitil Director of News Caltech Higher education communications and marketing teams are morphing into strategic content creation engines

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/communications.html?printFriendly=printFriendly (2016-02-12)
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  • CASE DISTRICT VII Personal and Professional Development
    the audience Thursday March 5 2 30 p m Negotiation Nuance and the Nonverbal Advantage Sapphire Cove Dr Jack Brown Body Language Expert Body Language Success What if you could see inside the hearts and minds of those with whom you negotiate What if you could know their strengths and apprehensions and see their feelings fluctuating in real time Professionals who are familiar with nonverbal communication know this is very possible and profoundly beneficial After this presentation you will know how to see behind the curtain into the psyches of those across the table Thursday March 5 2 30 p m Creative Approaches to Recruitment and Retention Emerald Cove Shaun Keister Vice Chancellor for Development and Alumni Relations UC Davis Today s advancement professionals are required to deliver ever increasing results often with fewer resources New strategic and cost effective approaches are needed to help them achieve their potential This presentation will outline UC Davis s efforts to attract and retain the best talent in development and alumni relations The university has launched a suite of initiatives including an award designed to celebrate the collaboration and dedication of employees whose efforts have made it one of the nation s top fundraising programs Thursday March 5 3 45 p m It Takes a Village Partnering with Academia to Hire the Best Talent Sapphire Cove Sylvia Acosta Assistant Vice Chancellor for Constituent Development UC Irvine Tracy Arcuri Executive Director of Development School of Social Sciences UC Irvine Lynn Rahn Senior Assistant Vice Chancellor Strategic Planning and Administration for University Advancement UC Irvine Kevin Ruminson Assistant University Librarian for Administrative Services UC Irvine Libraries Recruiting and hiring talent play an important role in the success of university advancement This session will provide tools to help hiring managers develop strong partnerships with academic leadership which can in turn contribute to recruitment success Friday March 6 10 30 a m Deepening Donor Commitment Critical Roles for Faculty and Academic Leaders Sapphire Cove Darrell Godfrey Senior Vice President Advancement Resources Laura Parker Assistant Vice Chancellor Professional Schools Development UCLA This interactive session will explore the important role that faculty play in the donor engagement process particularly in helping donors see the impact of their contributions Participants will explore Return on Philanthropic Investment ROPI from both the organizational and donor perspective and will discover ways to encourage deeper donor commitment and inspire continued contributions In addition participants will explore the key players who create meaningful ROPI for donors and will learn strategies for working together for greater results Friday March 6 1 15 p m Corporate Talent Strategies That Drive Success Sapphire Cove Katie Bianchi Human Resources Executive A company s greatest assets are its employees and those that are dedicated to their people experience significant return on investment A plethora of new techniques to manage talent have emerged over the past decade Learn how successful organizations like Marriott and In N Out Burger have established an employer brand based on culture engaged employees teamwork and organizational

    Original URL path: http://www.casevii.org/dvii_conference/conference_program/personal_and_professional_development.html?printFriendly=printFriendly (2016-02-12)
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