To view the schedules for specific tracks, click the links below:
Advancement Services | Alumni Relations | Annual Giving | Donor Relations/Stewardship/Events | Estate/Planned Giving | General Sessions | Major Gifts | Marketing/Communications/Creative | New Professionals | Social Media/Web | Student Engagement
Saturday, March 4th
1 – 2 p.m. | Conference Committee Meeting
2 – 5 p.m. | Board Meeting
2 – 6:30 p.m. | Registration
4:30 – 5:30 p.m. | New Professionals Session
6 – 7 p.m. | New Professionals Reception
7:30 – 9 p.m. | Board/Conference Committee Meeting
Sunday, March 5th
7:30 a.m. – 6 p.m. | Registration
8:30 – 9 a.m. | Welcome Coffee
9:15 – 10:15 a.m. | Track 1-Breakout Sessions
10:15 – 10:30 a.m. | Break
10:30-11:45 a.m. | Track 2-Breakout Sessions
11:45 a.m. – 1 p.m. | Lunch on your own
1 – 2 p.m. | General Session
2 – 2:30 p.m. | Break with Exhibitors
2:30 – 3:30 p.m. | Track 4-Breakout Sessions
3:30 – 3:50 p.m. | Break
3:50 – 4:50 p.m. | Track 5-Breakout Sessions
4:50 – 5 p.m. | Break
5 – 6:15 p.m. | Keynote (Rushion McDonald)/CEO Award
6:15 – 8 p.m. | Reception with Exhibitors
Monday, March 6th
7:30 a.m. – 5 p.m. | Registration
7 – 7:45 a.m. | Wellness Activity – Yoga
8 – 9:15 a.m. | Breakfast with Keynote (Changing Face of Advancement)
9:15 – 9:30 a.m. | Break
9:30 – 10:30 a.m. | Track 6-Breakout Sessions
10:30 – 10:45 a.m. | Break
10:45 – 11:45 a.m. | Track 7-Breakout Sessions
11:45 – 11:50 a.m. | Break
11:50 a.m. – 1 p.m. | Lunch with Keynote (Jeremie Kubicek)
1 – 1:15 p.m. | Break
1:15 – 2:15 p.m. | Track 8-Breakout Sessions
2:15 – 2:30 p.m. | Break
2:30 – 3:30 p.m. | Track 9-Breakout Sessions
3:30 – 4 p.m. | Break with Exhibitors
4 – 5 p.m. | Track 10-Breakout Sessions
5 – 6:30 p.m. | CASE Awards
7 – 9 p.m. | Social at Bird Cafe
Tuesday, March 7th
7:30 a.m. – 12 p.m. | Registration
8 – 9:15 a.m. | Breakfast and CASE Business Meeting
9:15 – 9:30 a.m. | Break
9:30 – 10:30 a.m. | Track 11-Breakout Sessions
10:30 – 11 a.m. | Break with Exhibitors
11 – 11:45 a.m. | State Meetings/Service Awards
12 – 1:30 p.m. | Lunch/Keynote
1:30 – 1:45 p.m. | Conference Closing/2018 Announcement
Note: room assignments are not final and subject to change.
Saturday, March 4th
Saturday, 4:30-5:30 p.m.
Your Leadership Dashboard: Tracking Toward Success | Room: Stock Yards 3
Feelings of confusion and chaos are common with professionals in every industry. It is stressful to keep having to more and more, with fewer and fewer resources. It is also incredibly difficult to focus on a few priorities in a world with infinite possibilities. While there is not a “magic bullet” to avoiding overwhelm, your own personalized leadership dashboard is a powerful tool to help you focus on what matters, invest your time on high impact activities, create organizational alignment and accountability and develop leaders who move the organization forward.
Presenter: Rennie Cook-Triumph Team
Sunday, March 5th
Sunday, 9:15-10:15 a.m.
Alumni Relations: A Noble and Professional Career | Room: Texas I
Have you ever thought about a career in alumni relations? Often we hear that alumni relations is a great place to start a career; however, it’s also a great place to end up! Join us as Dr. Bill Dean shares his 40 years of experience in our profession and explains how alumni relations is indeed a noble and professional career aspiration.
Presenter: Bill Dean-Texas Tech University
Topics in Annual Giving | Room: Texas D
We’re excited to gather annual giving professionals from across the district to participate in a facilitated, open discussion. During this session we’ll open the floor for discussions on industry trends, challenges and opportunities in Annual Giving, make new connections, and learn from peer experiences. Attending this session will provide you with the opportunity to make the right connections during and following the conference.
Presenter: John Grice-Oklahoma State University
Is Everyone on the Right Seat on the Bus?” — Structuring for Mission Advancement | Room: Fort Worth 2 & 3
Talent is your most precious resource … and the most expensive. An effective development program has the right people in the right positions to maximize impact for your mission. This case study demonstrates how to assess your development team and restructure your organization to have the talents match the tasks needed to accomplish your goals.
Presenter: Mary McQueen-DelMar College
Long-form Storytelling and the Strategic Mission | Room: Texas C
Looking at how the editorial staff of TCU Magazine uses long-form storytelling to embrace the character, the voice and the spirit of the TCU story and connect, inspire and engage its audience, while achieving the university’s strategic marketing and communication mission
Presenter: Norma Martin-Texas Christian University
Becoming a World-Class Professional: How to Perform in the Top 5% of your Field | Room: Stock Yards 3
Research shows over 85% of people in the workforce feel stagnant. Professionals report feelings of dissatisfaction with their work, the lack of support from their leaders, feelings of boredom and being stuck in a rut, and feeling like they are missing out on more lucrative and satisfying job options. It is time for you to take ownership of your career and become a Five-Percenter! Don’t assume your “dream job” is somewhere else and the grass is greener elsewhere. Gain control of your career and step into your highest level of performance, greater work-life balance, and a clear path to success.
Presenter: Rennie Cook-Triumph Team
Sunday, 10:30-11:30 a.m.
Your Chapters Have Spoken! Here’s What They Said | Room: Texas I
In 2016 the team behind Alumni Spaces conducted a survey of over 400 local alumni groups to find out what their biggest challenges were, what they most wanted help on from their respective alumni association and what some of their best practices are. In collaboration with the University of Oklahoma Alumni Association, this is a presentation of those findings along with our take on how technology can help inform better decisions to drive higher levels of engagement in clubs around the world, as well as what role actively tracking that engagement can play in the overall strategy of alumni associations everywhere.
Presenter: Bill Moakley-University of Oklahoma
3,023 Reasons to Launch a Day of Giving & Exactly How to Make It Happen | Room: Texas D
Are you still considering whether a day of giving is a good fit for your institution? Are you in the planning process prior to your first day of giving? Or looking for ideas to implement next year? This session will discuss how Texas State University brought technology together with strategic planning to generate 3,023 gifts during Step Up for State, the university’s inaugural day of giving campaign held in September 2016. The campaign highlighted 26 institutional priorities identified by 15 campus units, engaging a broad cross-section of the university’s constituents.
Presenter: Wesley Clark-Texas State University
Fundraising with a Dean: Tips for successful fundraising in the academic world | Room: Fort Worth 2 & 3
This session will explore the many facets of fundraising with a Dean. Oklahoma State University Dean of the Spears School of Business will be available to discuss his experiences. Come ready to learn how to prepare a Dean for donor calls as well as how to utilize their strength’s to ask for gifts. We will also explore how Deans can help with stewarding donors for the next gifts. You will leave with tools that you can start using right away with your Dean!
Paula Voyles-Oklahoma State University, Ken Eastman-Oklahoma State University
Tear Down the Wall – Build Relationships | Room: Texas C
According to the 2016 Ruffalo Noel Levitz survey of prospective students, academic program data is one of the most valuable tools we have in the recruiting arsenal. Yet much of the information they really need – job statistics, alumni information, faculty and student stories – is buried in the traditional academic hierarchy. How do we provide the information prospective students and their parents need to make smart decisions about college? How do we persuade faculty to play an active role in the promotion of their teaching and research? Take a look at how Henderson State University instituted the Academic Program of the Week promotion, the content required to produce this plan and the results from a focused effort on sharing valuable information on academic programs.
Presenter: Tonya Oaks Smith-Henderson State University
Top 10 Things I Wished I Had Learned Earlier In My Career | Room: Stock Yards 3
Join Mike Bacon, Vice President for Alumni Relations & Development at Trinity University, for honest and blunt advice about how to plot your career path, handle challenging bosses, learn from your peers and find fulfillment in advancing the mission of your institution. Mike will share his successes and failures and the lessons he’s learned along the way. The session is part of the New Professionals track and will be open to anyone who wants to attend, regardless of your role on the team. Fundraisers, communications staff, alumni relations staff are all welcome.
Presenter: Michael Bacon-Trinity University
Sunday, 1-2 p.m.
Overcoming Overwhelm: Using Time Powerfully and Productively | Room: Texas E & F
One of the top stresses of professionals is they feel overwhelmed! The stresses of juggling multiple demands on their time, resolving constant conflicts, and coping with competing priorities all make it extraordinarily difficult to feel in control. What would it feel like to regain control, focus and peace of mind to your work? How would it affect your productivity? There is a proven methodology we will discuss to allow regain control and increase your productivity and peace of mind.
Presenter: Rennie Cook-Triumph Team
Sunday, 2:30-3:30 p.m.
Where Advancement and Academic Affairs Meet: A Successful Case Study | Room: Texas I
Happy alumni are not magically created after graduation. Gateways at Austin College builds on alumni relationships and their success in graduate programs. By drawing on strong alumni connections, Austin College has been developing partnerships with graduate and professional schools to create agreements (4+1 and 4+2) that allow for early decision and direct admission for Austin College graduates into graduate programs across the country. Gateways is a powerful program that demonstrates the beneficial intersection between the advancement office and academic affairs. With such a strong focus on retention and outcomes, coupled with the message that alumni are helping to create these opportunities, we are concurrently engaging our alumni base and laying the groundwork for the next generation of alums Alumni engagement in the Gateways program has been crucial to both making the appropriate connections and providing feedback on programs.
Presenters: Sheila Amin Gutierrez de Pineres-Austin College, Allison Dawson-Austin College
A Big Day for Your Small School: Creating a Successful Giving Day for Small-Midsized Institutions | Room: Texas D
If you have ever sat at your desk and watched a Giving Day raise millions of dollars from thousands of gifts in 24 hours and thought to yourself, “well wouldn’t that be nice, but our school could never do that”, then this presentation is for you. Join Cassandra Ersland from the University of Science and Arts of Oklahoma, and Brian Gawor from Ruffalo Noel Levitz, for a conversation about making today’s Giving Day best practices apply to even the smallest of schools. Through a case study of USAO’s recent successful Giving Day and data from over a dozen other Giving Days throughout higher education, learn how you can create a successful Giving Day at your institution. Attendees will walk away with actionable approaches to:
– Setting your Giving Day goal
– Creating awareness and marketing for your community
– Securing matches & challenges to boost giving
Presenter: Brian Gawor-Ruffalo Noel Levitz
And I’m supposed to do that too? The case for a development officer trainer and centralized fundraiser training program | Room: Fort Worth 2 & 3
This session will feature an explanation of why the Oklahoma State University Foundation created a role for a development officer trainer and review the program the Foundation is building to train current and new development officers.
Presenters: Lauren Kidd-Oklahoma State University, Pam Guthrie-Oklahoma State University, Shane Crawford-Oklahoma State University
Solving Design Problems with Illustration | Room: Texas C
This session will present strategies and best practices for using illustration to effectively approach visual problems in marketing communications. As an alternative medium for negotiating challenges with budget constraints, copyright limitations, abstract concepts or boring subject areas, illustration is a dynamic, essential tool for the skilled marketer. Two panelists will discuss illustration as a go-to problem-solving tool for addressing the visual gaps traditional media often struggles to fill, and they will present best practices for hiring and using the illustrator’s skill set in the higher education setting.
Presenters: Blain Hefner-Texas State University, Kelly King-Green-Texas State University
The Life-Changing Magic of Tidying up your Web Content | Room: Texas J
Managing web content in higher ed is hard. Our sites are big and complex and managed by distributed teams with different goals. Without careful attention, they can become cluttered and hard to use. Getting organized is a big job. But by starting small and focusing our efforts, we can begin to declutter our websites and deliver our most valuable content. This talk will focus on easy ways to tidy up your web content: -Develop a clear content strategy to guide the creation and upkeep of valuable content. -Use content audits to identify and eliminate ROT (redundant, outdated and trivial content). -Equip leaders and contributors to be engaged partners in the content process. -Develop a clear content strategy to guide the creation and upkeep of valuable content. -Use content audits to identify and eliminate ROT (redundant, outdated and trivial content). -Equip leaders and contributors to be engaged partners in the content process.
Presenter: Matt Havilk-UNT Health Science Center
CASE ASAP: Start Your Own Student Advancement Group | Room: Texas A
Proven Strategies for Sustained Alumni and Donor Engagement through Landmark Celebrations
Presenter: Courtney Wolfe-Oklahoma State University/CASE ASAP
Sunday, 3:50-4:50 p.m.
Going to the Cloud and Finding a Silver Lining | Room: Texas G
Moving university data to a cloud environment with software as a service is a daunting task that requires a full analysis of return on investment. Once the decision is made, comprehensive planning and preparation is needed in order to execute a seamless migration. In this panel discussion, the presenters will share their university’s experience with migrating the advancement primary data management systems to the cloud, why the decision was made, the advantages and drawbacks, and how to make the case to leadership.
Presenters: Greg Cortez-University of Texas at San Antonio, Vanessa Reaves-Texas Wesleyan University, Heather F. Elsik-Texas A&M Kingsville, Mark Lacy-University of Texas Rio Grande Valley
Engaging Young Alumni | Room: Texas I
We initiated two specific efforts this year to reach this target audience. First, we created and awarded our first-ever, Young Alumni Rising Star Award and presented this during our Homecoming Weekend activities. Also, our Board of Directors approved the creation of a Young Alumni Council (YAC), which will serve as an advisory body for the Association regarding young alumni needs, expectations, connections, etc. Bylaws for the YAC were just approved and recruitment and selection has begun. Their first meeting will be in April.
Presenters: Kathryn Arnold-Texas State University, Kim Gannon-Texas State University
Proven Strategies for Sustained Alumni and Donor Engagement through Landmark Celebrations| Room: Texas B
Significant milestones serve a dual purpose — first, they are a reason to celebrate some major institutional achievement; and second, they are necessary to reinforce engagement messaging for your multiple constituencies. Universities and colleges all have landmark occasions deserving of thoughtful and meaningful special events.
Presenter: Jim Hooker-Stratelyst Creative
Employee Engagement — Get them to say “I’m In” | Room: Texas D
TJC’s Annual Employee Campaign has grown from 28 percent participation to just over 70 percent in the last six years, growing nearly 20 percent last year alone! In this session, hear from Shelby Gould, Director of Advancement Services, and Karen Thompson, Donor Relations Coordinator, about strategies to increase employee engagement in your annual giving or employee campaign. Get your employees to say “I’m In.” Learn best practices in campaign implementation and employee engagement, focusing on a layered, week-by-week strategy that includes branded marketing materials, interactive campaign activities, great incentives, customized pledge forms, creative and digital media and much more!
Presenter: Shelby Gould -Tyler Junior College
Retooling the Giving Society for Maximum Impact | Room: Texas H
Giving societies can be great tools for donor relations shops and provide meaningful recognition for donors, but are not always the answer we should turn to. As donor relations faces pressures to fill donor pipelines, increase retention rates, and positively affect broad swaths of donors with limited resources, rethinking the traditional giving society has become critical. Join Cristy to learn how to implement meaningful and personalized recognition through broad-based strategic plans based on ROI and bandwidth. Whether it’s leadership annual giving, volunteers, or estate donors, Cristy can help you tackle your donor pyramid no matter the size of your shop.
Presenter: Cristy Racy-Oklahoma State University
From the Ground Up: Using Alumni Affinity to Grow Regional Fundraising | Room: Fort Worth 2 & 3
A case study showing how alumni affinity programming can enhance and sustain regional fundraising efforts, particularly in major gifts. In 2008, Ginger and Toya worked closely together to create the first alumni affinity group for the Austin area attorneys Austin Alumni can no longer say that the only time they hear from Rice is when the development office is asking for money!
Presenters: Ginger Langehennig-Rice University, Toya Bell-Rice University
Punch Up Your Press Releases (and other stories) for Social Media | Room: Texas C
We’ve all seen those companies that post their press releases to Facebook and Twitter and simply reuse their headline as text for the post or tweet. But with just a little more effort, you can turn even a basic story into something your followers are actually **likely** to click on and read. And isn’t that the reason you’re sharing your stories in the first place? Based on years of experience at Baylor University, where our Facebook and Twitter accounts have annually ranked among the top 10 most engaging in higher ed, we’ll share some simple tips and tricks for spicing up the stories you share on social media.
Presenter: Jeff Brown-Baylor University, Rachel Miller-Baylor University
How we knocked off Hermione | Room: Texas J
Last year, @universityofdayton consistently ranked, on Iconosquare’s brand index, among the top five Instagram accounts in higher ed for user engagement and top 100 Instagram accounts for engagement. In this presentation, I’ll discuss how in two years we turned our Instagram account from an afterthought into a highly engaging channel. I’ll include how Instagram fits into our overall social media strategy; break down our goals going into last academic year; share how we met them and successful tactics for increasing engagement; and show how we plan to move forward this coming year
Presenter: Michaela Eames-University of Dayton
Incorporating Student Philanthropy Groups In Development | Room: Texas A
Texas Tech University is creating a culture of philanthropy amongst its student body through the efforts of its first student philanthropic organization, the Student Loyalty Council. We hope you join in hearing the challenges, successes, and the future outlook of a new young student philanthropic organization. The aim of the Student Loyalty Council is to assist in creating sustained philanthropy for Texas Tech University. In this session Texas Tech will share how they obtained support from campus leadership, recruited student members, generated excitement campus wide, implemented stewardship strategies for development initiatives, and other events and programs on the horizon. We hope that anyone looking to kick start or revitalize a student philanthropic organization at their own institution will join!
Presenter: Zachary Pena-Texas Tech University
Sunday, 5-6 p.m.
Keynote: Rushion McDonald | Room: Texas E & F
“The Journey – Don’t let your start define your success!”
Join Emmy Award winning producer, nationally acclaimed comedian and education advocate Rushion McDonald as he gets CASE IV kicked off in his own unique way. As a graduate, advocate and donor to higher education, Rushion will take you from his humble beginning to national prominence and keep you smiling along the way.
Monday, March 6th
Monday, 8-9:15 a.m.
The Changing Face of Higher Education
Join us for an insightful conversation with University of Houston President Renu Khator and Austin College President Marjorie Hass as they discuss the changing face of Advancement. From fundraising to alumni relations, no topic is off limits. Moderated by Porter Garner, President of the Association of Former Students at Texas A&M, the presentation will take on the hurdles and successes of the most visible position on campus and talk through the challenges and victories. With time for your Q&A at the end!
Monday, 9:30-10:30 a.m.
Unexpected Communications to Alumni: It Doesn’t Have to Be a Crisis! | Room: Texas I
You plan for the unexpected! Explore the unexpected—and sometimes unpleasant communications alumni associations must deliver to constituents while trying to maintain confidence in their organizations and universities. We will share best practices from organizations that have weathered natural disasters, public leadership changes, and campus tragedies. The session will include feedback from those who have lived through the unexpected and tragic—including tactics that worked and tactics that backfired—along with a workable communications template that will help participants better prepare for the unexpected and communicate calmly and confidently in tense times.
Presenter: Kathryn Greenwade-Texas A&M
When a “Like” = Engaged: Social Data to Inform Engagement and Maximize Annual Giving Potential | Room: Texas D
Your constituents are engaging online. In fact, the average American spends more than 50 minutes a day on Facebook. The emergence of new media provides an unprecedented opportunity for the advancement world: social data provides us with a window into constituent behavior and enables us to gauge how closely alumni are engaging with our institutions like never before.
Presenters: John Grice-Oklahoma State University, Brent Grinna-EverTrue
Telling the Untold Story of Unrestricted Impact | Room: Texas H
So many of us do a great job telling the impact of scholarship funds on our organizations. We tell sweeping stories of the impact of a new building. But how do we tell the story of unrestricted or annual fund donors, those which we know are the most important but whose gifts we don’t steward well. Regardless of gift size, today’s annual fund donors expect more than a gift receipt acknowledging their contribution. Donors are looking to see the impact their philanthropy, and including the collective resources of the annual fund, are having on the institution. As we recognize that retaining donors is essential for long-term success, creating robust stewardship programs for your annual fund gifts across all levels is mission critical. In this session, we will explore the various messages and channels that have proven to be effective stewardship as we work to keep these donors engaged.
Presenter: Lynne Wester-Donor Relations Guru
Deferred Payment Charitable Gift Annuity (DPGA) as a Retirement Supplement | Room: Fort Worth I
U.S. Department of Labor statistics reflect Americans under saving for retirement. Mark will discuss his personal experience with individuals who want to save more than the maximum contribution limits for common types of qualified retirement plans. He will review scenarios, with illustrations, showing how individuals can create additional retirement income, possibly receive an income tax deduction and make a gift to charitable causes they care deeply about.
Presenter: Mark Browning-Texas A&M
Mid-Level Giving: Finding Donors Hiding in Plain Sight | Room: Fort Worth 1 & 2
The key to mid-donor development effectiveness is data and discipline. Come discover how you can uncover a massive opportunity, which is hiding, in your existing donor file. Presenters will share strategies, best practices and some fun stories from the donor sombrero.
Presenters: Brooks Hull-Louisiana Tech University, Matt Frazier-Primeridia, Tony Smercina-Primeridia
LIVE Design Party! Watch Real Designers Design Real Things in Real Time. It’ll Be Real Fun! | Room: Texas C
Watch it live. Two designers go head-to-head in a ten minute design off. Assets provided – they’ll get a creative brief and folder of stuff – to make something real fun! May the best designer win! You can see the process and the technical skills behind the monitor up on a small screen and root for your favorite concept. You’ll get to experience the time crunch and brainstorm all within of minutes and view a real time project execution.
Taking Digital Into The Real World: The Value Of Social Media IRL | Room: Texas J
Interacting and engaging with your fan base on social media is one thing, but taking that relationship into the real world is something different entirely. Over the last two years, Texas A&M has created more opportunities to engage with social media audiences in real life, from everything to contests, promotions, events, and content creating. This presentation explores the value of IRL opportunities for a brand and how such encounters can help further the relationship between your brand and its biggest ambassadors.
Presenters: Krista Smith-Texas A&M, Nick Wilson-Texas A&M
Monday, 10:45-11:45 a.m.
Chili, Cheese and Corn: Building a Partnership Between Data Analysts, Researchers and Major Gift Officers | Room: Texas G
Data, research and development staff all approach fundraising from different perspectives yet in order for the team to succeed a synergy between them all must develop and flourish. No matter if you are at a big university or a small liberal arts college, this triumvirate must learn to work together to harness the data to effectively find the best prospects and cultivate them towards a major gift. In this session we will discuss strategies for getting these teams on the same page and ways to keep the synergy buzzing through the full prospect cycle.
Presenters: Sarah Brandt-University of Texas at San Antonio, Kim Fischer-University of Texas at San Antonio, Greg Cortez-University of Texas at San Antonio
Building and Tracking Engagement with Corporate Alumni Stakeholders: A Case Study | Room: Texas I
The University of Dallas has invested increased time, energy, and capital into building out a robust corporate engagement strategy. Central to this strategy is a unique team model where college administrators and faculty, development officers, admissions representatives, and marketing managers are called to work together to holistically engage potential partners. The presentation by the corporate partnerships team will describe how the university-wide team facilitates movement from prospect to partner and how alumni stakeholders have helped develop corporate partnerships. Moreover, we will discuss lessons learned and how advancement teams can work with faculty members and other administrators to cultivate prospect engagement.
Presenters: Halley Netsch-University of Dallas, Greg Bell-University of Dallas, Benjamin Gibbs-University of Dallas
Mine Your Special Collections for a Major Fundraiser | Room: Texas H
In 2016, the Wittliff Collections at Texas State University planned and executed the “Lonesome Dove Reunion and Trail” – the most successful fundraising initiative in the history of the university. This complex project celebrated one of The Wittliff’s most prized special collections: The Lonesome Dove Production Archive, which documents the making of the 1988 television miniseries that is known as the world’s best loved western. Learn how we did it in this presentation from key members of the team including Director of Development Ramona Kelly and Associate Director of Alumni Relations Kristi Poe, along with special guests and community partners Mitch Whitten, vice president of Marketing at the Fort Worth Convention and Visitors Bureau, and Pete Geren, executive director of the Sid Richardson Foundation.
Presenters: Ramona Kelly-Texas State University, Kristi Poe-Texas State University, Mitch Whitten-Fort Worth CVB, Mary Burke-Sid Richardson Museum
Going from 0 to 60: A Crash Course for New Gift Planners | Room: Fort Worth 1
Are you new in your role as a gift planner? Are you a major gift officer wondering how to get started in gift planning? Are you starting a new gift planning program? This workshop will share our strategies to “step on the gas” to help participants develop a roadmap to their goals. We’ll talk about resources to learn about gift planning, systems to check to make sure you and your institution are ready to move forward, initial steps in implementing your program, and how to set metrics to see if your efforts are successful.
Presenter: Joe Nolte-Iowa State University
Billionaires, Boeing 787s, and Bourbon: How to Plan (and Survive) the Launch of a Principal and International Gifts Program | Room: Fort Worth 2 & 3
The University of Texas at Austin was not garnering the transformational and international gifts that many of its peers were. It took political maneuvering, strategic decision-making, and many months of internal planning and meetings, but today the University has both a principal gifts and international development program building relationships for a new fundraising future. Hear stories of the people who helped build these programs and take away lessons for building your own, regardless of the size of your institution or the resources available to you.
Presenters: Karl Miller-Bentz Whaley Flessner, David Livingston-University of Texas at Austin, Justin Michalka -University of Texas at Austin
Marketing 101: Tips for Getting the Most Out of Your Projects | Room: Texas C
Have you ever thought “Who are those guys in Marketing and why are they so strange?” Let’s discuss who these guys think they are and how they can help you stop wasting your time on cute projects to start doing work with purpose and value. Learn why it’s important to work with your Marketing office to create effective projects with measurable outcomes.
Presenter: Shelley Jackman-Texas Wesleyan University
Creating (and Sustaining) Alumni Engagement via Social Media | Room: Texas J
If approached in the right way, social media platforms like Twitter, Facebook, Instagram, and LinkedIn can be powerful tools for connecting with and sustaining positive relationships with alumni. Unfortunately, some higher ed institutions are not taking full advantage of these tools. In his session, Robert will delve into his Identify-Engage-Leverage social media approach, how to use data to develop alumni connections, how to use video to engage with your target audience, and much more
Presenter: Robert Bochnak-Harvard Business School
Forging Young Philanthropists: Strategies to Engage and Educate Our Next Generation of Alumni | Room: Texas A
There are a growing number of initiatives set up to engage alumni once they leave our campuses. If our goal is to foster greater engagement later, we must begin cultivating alumni before they become alumni. This session will explore tactics to engage and educate this key constituency group (alumni) before graduation. Educating the public in matters of philanthropy is not an easy task. The creation of a student group leads this effort by connecting with alumni, and executing projects on campus. Last academic year, we had a 100% participation (in contributions to the Annual Fund) from students. This student group truly commits to the principles of the fundraising cycle; which now has transpire to other common practices.
Presenter: J.P. Salas Rojas-United World College-USA
Monday, 11:50 a.m.-1 p.m.
Keynote: Jeremie Kubicek | Room: Texas E & F
Using the 5 Gears, Jeremie explains how to be present and productive when there is NEVER enough time. People around the world struggle with work/life balance. It is difficult to be productive and manage the relational dynamics of staying connected with others, while consistently recharging personally. All too often people go through life without truly connecting—and can, as a result, miss out on experiences and relationships that have the power to bring them great joy. Understanding the 5 Gears teaches you to shift into the right gear at the right time so that you can grow in your relational intelligence, increase your influence, and improve your ability to connect with the world around you.
Monday, 1:15-2:15 p.m.
Designing an Alumni Engagement Scoring Model to Deepen Relationships & Raise More Money | Room: Texas G
You’ve heard the old saying, “engagement leads to giving.” We also know that data should help us make better decisions. So how can you use your data to deepen alumni engagement and raise more money? The Alumni Relations and Development team at Trinity University spent the last year building a plan for alumni engagement. After studying various engagement models, we conducted an alumni survey and spent a year in active listening mode through a Presidential tour to 22 alumni chapters. Our end result is a scoring model that measures alumni engagement based on giving and non-giving support of the University. We will share our experience in developing the model and the behind-the-scenes discussions of what matters. Why did we spend a year developing this? Because an accurate and well-planned alumni engagement scoring system can be used for ranking and identifying major gift and annual fund prospects. Further, it gives us a measurable way to track deeper engagement with our alumni.
Presenters: John Orange-Trinity University, Jim Stryker-Trinity University
Must or Bust | Room: Texas I
West Texas A&M University’s office of alumni relations and annual giving has undergone major changes in the past six years including the addition of regional chapter development and student engagement programs, instituting a more open membership structure that no longer requires payment of dues, as well as revamping the Board, supporting several crowdfunding projects, implementing a faculty/staff giving initiative and being a part of the University’s first comprehensive campaign – all in support of their mission to create opportunities for lifelong engagement among the University, Alumni and Community. In this session we’ll talk about ten projects we worked on and whether they are MUST do items to try in your own organization or BUST items that we missed the mark on (but maybe you can do better!).
Presenter: Becky Stogner-West Texas A&M University
Collaborating across University Advancement to achieve student and young alumni fundraising goals | Room: Texas D
We all know how important engagement and stewardship are to fundraising. So how do you effectively partner with colleagues within Advancement to coordinate student and young alumni fundraising programs? Join us to see how TCU has leveraged partnerships from the ground up to do just this.
Presenters: Carrie Brown-Texas Christian University, Harmonie Farrow-Texas Christian University, Samantha Suttle-Texas Christian University
How to be Like Martin Scorsese | Room: Texas H
You don’t need a big budget and Leonardo DiCaprio to make a good video. In today’s media age, people are more likely to watch a video than they are to read a communication. While some development shops are leading the charge with full-time on-staff videographers, unfortunately too many are underutilizing this effective communication vehicle. In this practical session Lynne will share video samples and discuss how to personalize video for target audiences using inexpensive and easy-to-learn tools of the trade.
Presenter: Lynne Wester-Donor Relations Guru
How to Increase Donor Responses to Your Emails: Insights from Crescendo’s 2016 A/B Testing Email Study | Room: Fort Worth I
Email marketing is the most important electronic method for reaching your donors and achieving responses. This session will share best practices for increasing email performance and response rates based on the results from Crescendo’s 2016 A/B Testing Email Study. Sandra will evaluate the use of varied subject lines, response mechanisms, contrasting designs and charity offers to assist donors with their planning goals. You will walk away with concrete strategies to better reach your donor prospects by email and multiply major and planned gifts for your organization.
Presenter: Sandra Henningsen-Crescendo
Corporate Outreach & Stewardship: Building Mutually Beneficial Partnerships | Room: Fort Worth 2 & 3
Corporate relations is a campus-wide endeavor. Institutions are often “siloed” which can make collaboration difficult. There is often a lack of direct reporting lines, centralized database services and standardized processes. This creates a challenging environment for everyone, including our industry partners. Generating and maintaining new corporate partnerships, while coordinating corporate outreach efforts with many motivated players on campus is a challenge. Corporate Relations Officers address the varied goals of their university and corporate partners, while connecting the dots to develop comprehensive strategies for engagement, support, partnership, and stewardship. This session will share specific examples and strategies for navigating and coordinating corporate relations efforts across campus for the benefit of a holistic approach to corporate partnerships. This session will focus on proven corporate outreach strategies, share specific company success stories (and learnings) and review a stewardship report template that has pleased our top corporate partners.
Presenter: Jessica Watts-University of Texas at Dallas
What’s the Big Idea? Ideating Alone or Collaboratively | Room: Texas C
Is creative problem solving getting you down? Does it seem there’s no time or room to take a project to the next level? Want to create compelling, strategic messages that will get noticed? Tracy will share some brainstorming tips, techniques and shortcuts that will help you with telling your school’s stories more creatively and with less pain. We’ll also have a little “headline rodeo”—a conceptual session that’ll blow the cobwebs off your grey matter and leave you feeling inspired.
Presenter: Tracy Bristol-Texas Christian University
A Cinderella Story: How One School Turned an NCAA Tournament Experience into Social Media Gold | Room: Texas J
Getting into “The Big Dance” is one thing. But what do you do once you’re there, and how can you make sure you get the most out of it? The University of Arkansas at Little Rock was a Cinderella story in the 2016 NCAA basketball tournament, and Meaghan Milliorn Fikes helped tell her school’s story through social media. In this presentation, she will discuss some best practices for those moments when your school is unexpectedly put into the national spotlight. Find out how to best collaborate across departments, the importance of planning and being proactive, and hear about some examples of how Meaghan capitalized on the excitement of UALR being suddenly thrust into the national spotlight. She will also explain how some things are even better than winning.
Presenter: Meaghan Milliorn Fikes-University of Arkansas at Little Rock
Undergraduate Student Engagement and the Influence It Has on Alumni Giving | Room: Texas A
As development/advancement officers, how often do we create opportunities for our alums to reflect upon their student experiences, especially in the academic arena? Too often many of us can make the assumption that our prospective donors’ affinity was primarily shaped by their extra-curricular experiences; however, when reviewing the factors that comprise student engagement we uncover a set variables that significantly influenced an alumni population’s decision to give. This presentation will review those engagement factors and explore how we, as development/advancement officers, can connect with alums whose affinity may more closely align with their academic experiences than their extra-curricular ones.
Presenter: Tylerr Ropp-Oklahoma State University
Monday, 2:30-3:30 p.m.
Alumni Card: Engaging Alumni in a Meaningful Way and Learning Their Preferences | Room: Texas I
UH rolled out this fall an Alumni Card which has proved to be a win for the alumni and an even greater win for the Alumni Association. Graduates have a way to access their benefits and be easily recognized. The Alumni Association is now able to track alumni behavior and more accurately report participation. An unexpected bonus, was an increase in promotional and marketing support from sponsors. Come learn how UH did this and how it might benefit your organization.
Presenters: Kristin Burch-University of Houston, Mark Walcott-University of Houston
Harnessing the Power of Women in Philanthropy | Room: Texas D
Women’s giving circles are not a particularly new thing, but when Wayland Baptist University launched its Sally Society women’s philanthropy group in 2011, they stumbled onto a gold mine of support, enthusiasm and engagement not only among current donors but also in the small Plainview community and beyond. It has also benefited advancement on the whole through prospecting and other relationships.
In its five years, the group has raised more than $200,000 for non-budgeted projects on the WBU campus, benefiting many students. Their signature annual project, The Power of the Purse, brings a fresh face to fundraising events and has a following unlike any other event on campus. This session will describe the research behind the group, how we got started and continued, and how you can start something on your own campus
Presenter: Mike Melcher -Wayland Baptist University
Minute To Win It! | Room: Texas H
Who knew so many good ideas could fit into one session? During this rapid-fire-hour dozens of donor relations experts will pitch their best stewardship and donor relations ideas, all the while taking questions from the audience, who in turn are asked to share their successes. You are guaranteed to have several good take-aways at the end of the session.
Presenter: Cristy Racy-Oklahoma State University
Uncovering Planned Giving Prospects | Room: Fort Worth 1
I will share strategies for uncovering new planned giving prospects and donors. You will learn how to compile and market gift and estate planning pieces to alumni regardless of your shop’s size.
Presenter: Angela Throne-Texas A&M
The Continuum of Donor Engagement | Room: Fort Worth 2 & 3
Demonstrate the importance of engagement through the continuum of constituent engagement, annual and major giving for success in yielding principal gifts. Utilize two distinct donor stories through two different engagement channels to illustrate various ways to engage University donors in a collaborative and coordinated manner.
Presenters: Laran O’Neil-Southern Methodist University, Christi Contreras-Southern Methodist University, Timmie Hathorn-Southern Methodist University
Paper School | Room: Texas C
Pulp Facts! Everything you need to know about paper. You’ll learn the actual paper making process: from the forest to the ream, how it effects the environment and the different certification levels, office papers and price points. We’ll also cover how and when to use uncoated paper, the different textures and colors. And of course, the differences in finishes and uses of coated papers.
Presenter: Lee Cockrell-Clampitt Paper
How to Humanize and Grow Your Brand | Room: Texas J
Being authentic and genuine is something that most organizations struggle with when communicating online. Social media has given us the opportunity to humanize our brands and connect with audiences on a more personal level. During this presentation I will provide the tools that have helped my organization connect with alumni by creating valuable content that characterizes face-to-face communication. To be effective, we must find ways to humanize our brand by executing the following steps: providing a benefit for your audience, producing valuable content, engaging with your audience, branching out and promoting, and living in the moment. By executing these steps, our online engagement has increased 118% in the course of a year.
Presenters: Mario Longoria-Texas A&M University-Corpus Christi, Russell Wagner-Texas A&M University-Corpus Christi
Mentor, Speaker, Volunteer: Engaging Roles that area Catalyst for Giving | Room: Texas A
Direct and purposeful involvement with students is an effective way to re-engage alumni and inspire giving. A close link between the volunteer coordinator at the academic unit and the development team is pivotal to capitalizing on the engagement to realize new and increased gifts. To overcome the challenges of separation, our organizations took a unique approach and created a hybrid position that reports to the major gifts team lead at the Foundation and to the director of marketing and communications at the School. During this session, we will discuss how this position works, along with how we manage the many moving parts of quality engagement opportunities for our donors, including: building great working relationships with faculty and staff, putting resources (including human) in place to support engagement, providing opportunities that we can deliver on and keeping track of it all. We’ll also discuss the opportunities that have worked along with some that didn’t and some we’re not sure will work but are willing to try as joint efforts that improve the experience for students and the desire to alumni and others to give financial support.
Presenters: Diane Crane-Oklahoma State University, Brandy Polo-Oklahoma State University
Monday, 4-5 p.m.
Destined for Success: Creating meaningful partnerships between prospect development teams and development officers | Room: Texas G
This session will focus on the partnership between the Major Gift Officers (“Officers”) and the Prospect Management Team (“Team”) in identifying and cultivating efficiently and effectively. The formula for success includes an active peer to peer partnership between the Team and the Officers with periodic joint assessments and ongoing idea development. A Team that understands the sociology and culture of pool segments, as well as the Officers’ own personal strategies and affinities, will be able to match the right prospects with the right Officer. The Officer who understands the value of prospect assessment and hand off to ensure the best fit for the prospect will see the overall outcome enhanced. Periodic joint assessment meetings that focus on the Officer’s portfolio and best success areas, allow the Team to push out more prospects with a higher potential for successful engagement by the Officer
Presenter: Laura Murray-Texas State University, Maria Wasley-Valdez-Texas State University
Alumni Ambassador Program: Using High-Level Volunteers to Share their Experience and the University Message | Room: Texas I
Trinity University had the unique opportunity to take advantage of an offer from alumni Carol and Dave Mansen to serve as representatives of the University to alumni that might never get back to campus, or meet with University leadership or faculty after graduation Both have a history as alumni Chapter leaders and each has served as President of the National Alumni Board. Learn how their experience traveling to more than 30 cities and visiting with over 300 alumni has helped to bring Trinity’s message of alumni engagement right into the place where alumni live. Carol and Dave will discuss different options for implementing a similar program for your university and will identify methods for carrying the program forward with a variety of additional alumni volunteers.
Presenters: Carol and Dave Mansen-Trinity University
Using Social Media Ambassadors for Annual Giving | Room: Texas D
In a time where donors screen our phonathon calls, throw away our mailers, and delete our emails, many Annual Giving offices are turning to social media to get the word out about giving. This session will cover the use of Social Media Ambassadors as a key part of your volunteer and solicitation strategy. We will discuss how to recruit Ambassadors for big and small operations alike, management of the volunteers, and how universities have found success using Ambassadors to spread the word about giving back.
Presenter: Elyse Menger-Texas Christian University
Authentic Stewardship: The Bridge Between Donor Relations & Frontline Fundraising | Room: Texas H
As friends and colleagues, Jenni and Kirstie will explore their personal experiences working in Donor Relations and Front Line Fundraising at multiple universities. They will discuss the importance of creative stewardship for major gift officers, the significance of incorporating University branding, the need for cross-campus communication and collaboration; and why creating successful cohesion among these elements is almost always an afterthought. Participants should be ready to dialogue and share experiences!
Presenter: Jenni Clark-University of North Texas
If You Build It They Will Come: Leveraging Real-World Base Curriculum to Enhance Alumni and Donor Engagement | Room: Fort Worth 2 & 3
Rice University’s Oshman Engineering Design Kitchen (OEDK) provides a space for undergraduate engineering students to design, prototype and deploy solutions to real-world engineering challenges. It aims to create the full circle of real-world experience that has a societal impact, and in it, interdisciplinary teams tackle problems proposed by industry and partners in the Texas Medical Center and abroad. Since its opening in 2009, the Kitchen has become a means through which alumni and other members of the Rice Community have been able to engage with Rice at every level, from first-time visitors to those who have committed multi-million dollar gifts towards the betterment of the engineering program. In this talk, Sara and Amy will illustrate — through the lens of the OEDK — how capitalizing on project-based curriculum can be a powerful opportunity for effectively engaging alumni and the broader university community.
Presenter: Sara Rice-Rice University
Key Performance Indicators for Corporate Relationships | Room: Texas B
As public underwriting of university expenses declines, fundraising from other sources, including corporations, becomes more important. Establishing a value proposition for each corporate encounter can be challenging and time-consuming as companies engage the university on many levels and at many points of entry including recruiting, student-facing support, academic research and technology transfer, and many others. Each company determines the value of these engagements by many factors including the number, position and interest level of alumni-employees, the alignment of corporate mission and social responsibility mandates, research interest alignment and budgetary constraints. The university’s ability to define, identify and measure the KPIs of a university – corporate relationship is critical not only to the long-term success of the relationship but also for effectively managing the human capital resources at the university. The long sales cycle of establishing these relationships and the ongoing cost of stewarding them should focus the university on those corporate entities that produce the greatest return on investment to the university. Likewise, companies who are investing their resources into the university are attempting to identify and measure their ROI. Universities increase the likelihood of a broader and deeper corporate engagement when they demonstrate to their corporate partners an understanding of the importance of and a path towards achieving that ROI. Not only identifying important metrics but also measuring them and establishing a weighted valuation process allow the university to effectively and efficiently deploy its human capital. What are these key performance indicators; why are they important; to whom are they important; how can these KPIs be measured and how can they be utilized to value and improve the relationship are important questions to both the university and the development officer. This case history follows a large public research university in its search for these answers using its database of corporate contacts and donors.
Presenter: Douglas Milbauer-University of Texas at Dallas
Managing the Workflow Process | Room: Texas C
Do you have a project manager? A PM helps facilitate communication internally, manages milestones – from man hours to expectations and deliverables – establishes roles and responsibilities, handles intake, workflow, creative brainstorming, production, and execution. She’s like air traffic control to keep you from crashing… even in the busiest of times.
Presenter: Julie Kelton-Texas Christian University
Social Media Storytelling – Working Behind the (Second) Screen | Room: Texas J
From graduations to rivalry games, from campus traditions to monthly chats with the president, university life is filled with chances to build long lasting relationships with students, alumni, staff and faculty. You want to create a unique “digital VIP” transmedia experience for your online audience, engaging them in a number of ways. Through social media, you serve as MC, event host, digital gallery curator, and even networker, building bridges between different generations of students to strengthen your online community.
Presenter: Benson Hendrix-The University of New Mexico
Creating Engaged Alumni Through Student Programs | Room: Texas A
Are you currently engaging students for long-term success? Learn how the OSU Alumni Association is better engaging their students through a diverse offering of programming. Whether it’s through student membership, student/alumni networking or traditions programs, you can build a lifelong connection with your future alumni before they ever leave campus. Join us to discover out how a strong membership program and rich traditions can keep students connected for life!
Presenter: Melisa Parkerson-Oklahoma State University
Tuesday, 8-9:15 a.m.
CASE Business Meeting | Room: Texas E & F
Tuesday, 9:30-10:30 a.m.
Alumni Engagement through Affinity Groups | Room: Texas I
With limited resources dedicated to alumni engagement, many “small shops” find it challenging to identify priorities in order to develop and grow their alumni bases. Learn how to use affinity groups as a resource to reconnect former students including aligning efforts with institutional priorities, establishing effective governance of groups, and cultivating alumni as donors.
Presenter: Mitch Andrews-Tyler Junior College
The Phone and ROI, A Balancing Act | Room: Texas D
This session will discuss phone fundraising strategy including strategies for increasing ROI, how to report to your internal units that have concerns about phone cost, real-world examples that show the difference between an annual giving program using all channels and one that does not include phone and ways to work towards a more efficient phoneathon.
Presenter: Kellie Sullivan-University of Texas at Austin
Team Huddle: Centralizing Your Departments | Room: Texas H
Do you have colleagues across your campus or organization who do similar work but do not report into the same team? If you raised your hand this webinar is for you! Learn how Colorado State University centralized their events team and the steps UC Davis took to consolidate their main campus and health system donor relations teams. This webinar will cover how to know if it’s time to make this move and provide a playbook to go through the process. You don’t need team jerseys to score big!
Presenters: Matthew Helmer-Colorado State University, Angela Joens-UC Davis
Open Doors to Major Gifts: Peer-to-Peer strategies | Room: Texas B
Increase your major gift pipeline and dollars raised with robust peer-to-peer strategies. Learn step by step implementation and tips from the experts: the institutions doing it best, and the volunteers who make it happen.
Presenter: Keturi Beatty-University of North Texas
Bells and Whistles-Polish Your Marketing Collateral with just the Right Finishing Touches | Room: Texas C
Finishing is the process after print where you can get super creative. Learn several techniques to spice up your print collateral pieces making them more interactive and personable. What’s a blind emboss? What the diecut? Letterpress! Do you like shiny foils? Silkscreen. Uv – 3D effects soft touch, glitter, grit to gloss.
Presenter: Doug Fontana-Fontana Group
Social First: Crisis Communication in the Age of Infotainment | Room: Texas J
Once upon a time, the Golden Hour referred to the amount of time to respond to situations that impact an institution’s reputation. Institutional crisis communications is fundamentally changed by social media’s ability to present different points of view. As a result of the intense networking of legacy and emerging media, the entirety of the event cycle can be less than an hour. Creating approaches to convey critical life-safety information, monitoring and addressing inaccuracies, and recognition of the impact of social media first messages replace the traditional means of controlling the message. Whether active shooter, mistaken ninjas or cave explorers, preparing scalable, flexible crisis communication is a product of preparation.
Presenter: Bill Smith-Arkansas State University
Beyond Senior Gift: Seasons of Philanthropy | Room: Texas A
Are you looking to grow your senior gift program to a more comprehensive strategy that involves all students? Learn how Trinity University and Texas State University are expanding their student giving programs by hosting regular giving and philanthropy education opportunities throughout the school year. Hear how both schools successfully incorporated student giving into their one-day giving challenges.
Presenters: Jim Stryker-Trinity University, Lexi Read-Trinity University, Cynthia Uviedo-Trinity University
Tuesday, 11 – 11:45 a.m.
Oklahoma | Room: Texas A
Texas | Room: Texas B
Louisiana | Room: Texas C
New Mexico | Room: Texas D
Arkansas | Room: Texas G
Tuesday, 12 – 1:30 p.m.
Keynote: Rais Bhuiyan
Compassion, Connection, Community: A Conversation with a 9/11 Hate Crime Survivor | Room: Texas E & F
Tuesday, 1:30 – 1:45 p.m.
Conference Closing | Room: Texas E & F