Conference Schedule at a Glance
SATURDAY APRIL 4th | SUNDAY APRIL 5th
MONDAY APRIL 6th | TUESDAY APRIL 7th WEDNESDAYAPRIL 8th
Download the Participants List
Saturday, April 4
1:30 – 6:30 p.m. Entry to Advancement Workshop
Crystal Room
Download the Entry to Advancement Workskop Schedule
1:30 p.m. – Welcome from the District Chair
Dr. Neal Weaver, Vice President for Institutional Advancement
West Texas A&M University
1:40 p.m.– Advancement: The Basics
Jim Lewis, Vice President, Institutional Advancement
University of Texas at Arlington
2:45 p.m.– Roundtables/Mentoring with CASE Directors
Advancement Services
Charles Headley
Southern Methodist University
Alumni Relations
Georgianne Hewett, Associate Vice President of Alumni Relations
Southwestern University
Philanthropy
Jeffery L. McLain, CFRE, Vice President for Development
Louisiana State University Foundation
Dr. Kayla Acebo, Associate Vice President for University Advancement
University of Tulsa
Jim Lewis, Vice President, Institutional Advancement
University of Texas at Arlington
Communications and Marketing
Ann Hatch, Director, Media Relations
Dallas County Community College District
3:15 – Break
3:30 – What is CASE?
Brett Chambers, Executive Director of Volunteer Relations
Council for Advancement and Support of Education
4:00 – Poise, Polish and Professionalism
David Woods, Chief Executive Officer, Giant Partners
5:30 – 6:30 – Reception with CASE District IV Board
Founders Room
7:00 p.m. CASE District IV Board and Conference Committee Recognition Dinner
Cattlemen’s Steakhouse
Sunday, April 5
9 a.m. – 11 a.m. Entry to Advancement Workshop
Crystal Room
9 a.m. – Breakfast
The Institutional Role of Advancement
Dr. Roby V. Key, Associate Vice Chancellor
Texas Christian University
Entry to Advancement Program Chair
10:30 – Getting the Most from the CASE District IV Conference
Steve Valencia, Associate Vice President for University Relations
Northwestern Oklahoma State University
2009 Conference Chair
Brooks Hull, Executive Director of Development
University of Oklahoma, College of Engineering
2009 Conference Program Chair
11:00 – Session for Scholarship Recipients Only
Reimbursement Procedures for Scholarship Recipients
David Crouch, Director of Public Relations, Harding University
CASE District IV Treasurer
1:30 - 2:45 p.m. Morning Roundtable/Session Moderator Training
Presenter: Rebecca Eastham, Oklahoma State University
Venetian Room
3 p.m. Opening Session
Grand Ballroom
Welcome to CASE District IV Conference
Presentation of the E. Joseph Savoie Chief Executive Leadership Award
Opening Address
Dr. James Simmons
President, Lamar University
5:00 p.m. State Caucuses
Arkansas – Continental Room
Louisiana – Founders Room
Mexico – Mesta Suite
New Mexico – Skirvin Suite
Oklahoma – Crystal Room
Texas – Venetian Room
6:30 – 8:00 p.m. Reception with Resource Partners
Grand and Centennial Ballrooms
Monday, April 6
7:30 - 9:00 a.m. Breakfast/Moderated Roundtables
Grand Ballroom
Sponsored by Dini Partners
Community College Breakfast (Pre-registration required)
Are Community Colleges in the U.S. Overlooked?
Presenter: Dr. Paul Sechrist, President
Oklahoma City Community College
Crystal Room
Sponsored by CASE
9:15 - 10:30 Morning Keynote | Download
“What Makes People Give?
Charitable Fundraising: View from an Economist”
Presenter: Dr. John List, Professor of Economics, University of Chicago
Grand Ballroom
10:45 a.m. – Noon Executive and Senior Level Board Room Discussions
(By invitation only)
Sponsored by SkyStone Ryan
Leading Your President through a Campaign
Moderator: J. Patrick Ryan
W.B. Skirvin Suite
Campaign Direction: When and How to Work with Counsel
Moderator: John Olbering
Perle Mesta Suite
New Fundraising Concepts
Moderator: Charley Ansbach
Henry Overholser Suite
Advancement Services Track Session
Managing Relationships for Results
Presenter: Jon Thorsen
Director of Advancement Services, The Nature Conservancy
Founders Room
Alumni Track Session
Global Alumni Relations: The Next Crusade
Presenter: Brent Edwards Director of the Baylor Global Network
Crystal Room
Communications and Marketing Track Session
Developing and Communicating a Brand
Trey Taylor, Director of Marketplace and Consumer Insight
SONIC Corporation
Continental Room
Development Track Session | Download
Successful Partnerships:The Exemplary Challenges of Interdisciplinary Research Initiatives
Presenter: Darrow Zeidenstein
Vice President for Resource Development, Rice University
Venetian Room
Noon Lunch on your own
Opportunity and Inclusion Networking Luncheon
(Pre-registration required)
Featured Speaker: Dr. Henrietta Mann
President, Cheyenne-Arapaho Tribal College
Sponsored by CASE
Grand Ballroom
2:00 -3:15 p.m. Advancement Services Track Session
Revamping a Donor Recognition Program: The Transformation of the LSU Foundation Laureate Society
Presenters:Jeff McLain
Louisiana State University Foundation
Founders Room
Alumni Track Session | Download
Building New Traditions:
Networking Your Alumni in Non-Traditional Ways
Presenter: Brenda Morris
Senior Executive Director of The Baylor Network
Crystal Room
Sponsored by MyWorkster.com
Communications and Marketing Track Session
The Art of Effective E-Mails
Presenter: Robyn Tower
Associate Vice President, University Development
University of Oklahoma
Continental Room
Tips and tricks for crafting business emails that will help – and not hurt – your career.
Development Track Session
Rules of the Road to Success
Presenters: Jerry Smith, CFRE President and Chief Executive Officer, JF Smith Group
Jerri Lynn Schooley, CFRE
Senior Director of Development – Leadership Gifts
College of Business Administration, University of Texas at Arlington
Grand Ballroom A
Sponsor Presentation Session
Online College Networking: Perfecting the Career Search,
Revolutionizing Annual Giving.
MyWorkster.com
Tarek Pertew and Doug Baruchin
2 – 3:15 p.m.
Grand Ballroom B
An interactive presentation about using new technologies to increase alumni interaction and drive annual giving. Be prepared to participate in this fun and educational look at how to achieve your goals through exciting technologies while sending the key message to your constituents that "We get it and we're here to help!"
3:15 – 3:45 p.m. Networking Break
Centennial Ballroom
3:45 – 5:00 p.m. Sponsor Presentation Sessions
Leveraging Social Media for Fundraising Success
Pursuant Group
Presenter: Michael Ames
Crystal Room
E-BRAND: Leveraging New Media to Take Your Institutional Marketing
to the Next Level
Educational Marketing Group, Inc.
Presenters:
Ineke Caycedo, Senior Brand Strategist
Continental Room
Direct Mail: If You’re Happy With Your Results
You’re Doing Something Wrong
Perrone Group
Presenter: Paul Barry
Grand Ballroom B
You’ve just finalized plans for your next appeal when a colleague says, “Our alumni will NEVER respond to that!” or “When I get stuff like this, I throw it away!” If you have ever heard (or made) any of these comments, come join us for an informative and humorous look at what we mail and why. We’ll challenge perceptions of “good” or “bad” direct mail, examine basic requirements for direct mail success, discuss messaging and packaging challenges, and share a few real-life experiences. You’ll be thinking a little differently than when you arrived.
Competing With Facebook for Alumni Attention - and Winning!
Harris Connect | Download
Presenters: Susan Stewart Kelley, Director of Sales, Alumni and Development, and Amy Fuller, National Sales Manager.
Chances are you're competing with Facebook and other popular social networking utilities for the attention of your young - and not so young - alumni. Discover how to leverage the popularity and rapid growth of these sites to your institution's advantage. Through open APIs, mashups and other principles of Web 2.0, you can take the unique elements of your school's online community right to where your alumni are already congregating - on Facebook and similar sites. You'll enhance communications, improve data collection and enjoy greater success in your overall advancement program. By going where your alumni are today, you can win them back for a lifetime.
New Technologies in Alumni, Athletics, Admissions and Advancement:
A how-to on increasing revenue, grow numbers and improve communications using Hypercasting and cutting edge technology.
Mudd Advertising
Presenters: J. Todd Coleman, Assistant Vice President for Admissions, Alumni & Parent Programs, Wartburg College; Kathleen Mudd, Executive Director; Brian Mulvenna, Vice President; and Brent Matthias, Vice President
Venetian Room
This session will offer a how-to guide to increasing revenue, growing numbers and improving communications.Find out how colleges and universities are decreasing budgets and increasing their gifts and making more money!
Special Session
Selecting Wine for Your Special Event ($25 registration fee)
Presenter: C. Andrew Snyder
President, Oklahoma Grape Growers Association Professor of Viticulture, Redlands Community College
Founders Room
5:30 - 7:00 p.m. CASE District IV Awards Reception
Grand Ballroom
Sponsored by Pursuant Group
Special Event
Executive Level Reception with Dr. Joseph Michelli
(By invitation only)
Leadership is Mentorship
Founders Room
Sponsored by SkyStoneRyan
During this informal and interactive discussion, Dr. Michelli will facilitate an examination of strategies for crafting a leadership legacy that lasts well past a senior leader’s tenure.Dr. Michelli will offer insights into succession planning and talent management approaches across diverse industries.
7:30 p.m. - Midnight National Championship Game Watch Party
Grand Ballroom
Tuesday, April 7
7:30 - 9:00 a.m. Breakfast/Moderated Roundtables
Branding your University, College and Programs for Success
Grand Ballroom
Sponsored by Lois Lindaer
9:15 - 10:30 a.m. Morning Keynote | Download
Creating the Experience of Hope
Presenter: Dr. Joseph Michelli
Grand Ballroom
Dr. Michelli will discuss the importance of creating an operationally excellent donor experience that also is designed to make a strong emotional connection tied to hope and optimism.This keynote will provide important distinctions between service and experience and examine how experiential brands design and execute emotionally rich touch points with those they serve.
10:45 a.m. – Noon Featured Session - Professional Development
Driving the Experience of Hope
Presenter: Dr. Joseph Michelli
Crystal Room
Building off of his keynote message, Dr. Michelli will involve participants in a process of “touch point mapping” where they drive desired emotional connections by design and not by default.He will offer processes that assure an experiential culture is created within advancement foundations so that those positive experiences can be leveraged out to donors.
Executive and Senior Level Board Room Discussions
(By invitation only)
Sponsored by SkyStone Ryan
Recruiting and Retaining the Right Staff
Moderator: Christine Visnich
W.B. Skirvin Suite
Working with Institutionally Related Foundations
Moderators: Ann Abbe, Jack Kerber, John Lee and Kay Green
Perle Mesta Suite
Ethical Considerations in Fundraising
Moderator: Charles Stephens
Henry Overholser Suite
Advancement Services Track Session
Maximizing Your Slice of the $23 Billion-Plus Pie
Presenters: Paula Peters, Anita Lawson and Charles Headley
Founders Room
Development Track Session
The Dynamics of Major Gifts Fundraising and Identifying Your Best Prospects
Presenter: Bill Sturtevant
Senior Vice President for Principal Gifts
University of Illinois Foundation
Venetian Room
Sponsor Presentation Sessions
How to Communicate More or Less Using the Online Channel
Pursuant Group
Presenter: Erik Rogers
Continental Room
2009 Giving Trends: Passionate About the Mission
Dini Partners
Presenter: Ali McLane and Ben Renberg
Crystal Room
The phrase “economic climate” has not been spoken so frequently in living rooms and board rooms throughout the region in decades. Knowing who your donors are and why they give has never been more important.In December 2008, Dini Partners conducted a survey of philanthropic leaders across the U.S. concerning their giving outlook for 2009.Ben and Ali will present the survey results, share participant insights, and discuss recommendations to assist institutions continue sound planning and donor engagement in the days and months ahead.
12:15 – 1:30 p.m. Annual Business Meeting and Luncheon (Ticket required)
Grand Ballroom
2:00 -3:15 p.m. Advancement Services Track Session
Optimizing Your Prospect Portfolios Using Interactive Data Visualization
Presenters: Dorcas Wilkinson and David Lawson
Founders Room
Alumni Track Session
Alumni Association’s Role in a Capital Campaign
Presenters: David Onion, Assistant Vice President for Development, and Lori Bolding, Major Gifts Officer, University of Texas at Austin
Crystal Room
Communications and Marketing Track Session
Web 2.0 Trends in Higher Education Marketing
Presenter: Shawn Kornegay
Associate Director of Communications, Texas Christian University
Continental Room
Development Track Session
Creating and Implementing Cultivation and Solicitation Strategies for Major Gifts
Presenter: Bill Sturtevant
Senior Vice President for Principal Gifts
University of Illinois Foundation
Venetian Room
Development Track Session | Download
Topic: Embracing Stewardship Campuswide: A Case Study
Kathleen Rider, Director of Stewardship
The Pennsylvania State University
Grand Ballroom A
Realizing that donor stewardship is the responsibility of the entire University not just the development office, Penn State adopted an institutional approach. As a result, the stewardship office was charged with a leadership role in designing and implementing a University-wide system to integrate necessary data for effective donor and gift management as well as efficient tracking of stewardship activities. Kathleen will discuss how this charge led to the creation of the eSteward system – a model providing a unifying interface for the many sources of stewardship-related data housed at Penn State and the ability to proactively track and monitor stewardship activities.
3:15 – 3:45 Networking Break
Centennial Ballroom
3:45 – 5:00 p.m. Afternoon Keynote
The Future of Fundraising: A NewDevelopment Paradigm
Matt Frazier, President and Chief Executive Officer
Pursuant Group
Grand Ballroom
Prizes will be awarded to Sponsor Passport winners at this session.
7:00 – 10:00 p.m. Tuesday Night Special Event (Ticket required)
Evening at Riverwind Casino
Complimentary transportation will begin leaving Skirvin at 6:15 p.m.
Wednesday, April 8
9:00 - 10:45 a.m. Continental Breakfast and Final Session
The Elephant in the Room: Implications of the Global Economic Crisis for Educational Advancement
Presenter: John Lippincott, President
Council for Advancement and Support of Education
Grand Ballroom
