Treasuring our Past, Mapping Our Future

Management Sessions

PLEASE CONFIRM THE session TIMEs AND ROOM LOCATIONs in the program book you will receive WHEN YOU ARRIVE At the conference.

Sunday 1:30-2:45 p.m.

Market Research: Tools That Work
Sheraton I
Any savvy strategic marketing manager knows that research is important. Communication is a two-way street after all. But what are all of the tools available and what are their appropriate uses? Spend some time learning about the broad range tools used at Indiana University that may work for you. Most importantly, learn how to utilize these tools to ensure that you understand your audience, that youre talking the language your audience understands, and that you are achieving your strategic objectives.
— Tony Proudfoot, Executive Associate Director of Communications and Marketing and Manager of Marketing Research, Indiana University

Sunday 3:15-4:30 p.m.

Women In Advancement
Sheraton I
Join with our speaker in a discussion session that will focus on the roles that women play in advancement organizations. The focus of this session will be on women in the advancement profession, and on women as solicitors and as donors.
— Kathleen Kavanagh, Senior Executive Vice President and Managing Director, Grenzebach Glier & Associates

Monday 9:15-10:30 a.m.

(Development)
Presidential Satisfaction with Development Programs
Sheraton IV
The increasing costs of higher education and the decreasing willingness of taxpayers to support it have amplified the importance of fundraising in the modern public university. The (dis)satisfaction of the university president with his/her development program can have profound ramifications for the success of the program and the careers of the development professionals. This presentation addresses a gaping hole in the academic and practitioner knowledge base: what makes presidents satisfied and/or dissatisfied with their institution's development efforts and how do they evaluate the performance of the development program. The presenters researched this topic and will share insights from data collected from the decade of 1990 to 2000 through surveys and interviews regarding the changes in university presidents satisfaction with fundraising between those years. They will also share data that compares the satisfaction of public and private university presidents with fundraising at their universities.
— Dr. Gary Bouse, Vice President, University Advancement, Indiana State University
— Dr. Patrick Rooney, Director of Research, The Center on Philanthropy at Indiana University
— Dr. Eugene Tempel, Executive Director, The Center on Philanthropy at Indiana University

Race-Conscious Financial Aid: University of Michigan Decisions
Sheraton I
In the 2003 University of Michigan admissions cases, the U.S. Supreme Court held that diversity is a compelling interest in higher education, and that race is one of a number of factors that can be taken into account in admissions to achieve the educational benefits of a diverse student body. In light of these decisions, many colleges and universities have been examining whether and to what extent race, color, or national origin (among other factors) can be considered in awarding financial aid. What lies ahead for these programs and how can we anticipate changes, if any?
— Jonathan Alger, Assistant General Counsel, University of Michigan

Monday 11 a.m.-12:15 p.m.

Positively Managing the Effects of Financial Bonds on a Capital Campaign
Sheraton I
Bonding has become an increasingly popular mechanism to finance major construction and renovation projects in the nonprofit world. Repaying bonds through fund raising has legal implications for the institution, as well as perceptual challenges to donors. While some institutions have found bonding to be a complementary program to their fund-raising plan, others find that it leaves donors confused and questioning the forthrightness of the institution. Learn about the latest in the legal and technical aspects of bonding, hear how several institutions have successfully blended bonding in their campaign programs, and review some of the pitfalls to avoid.
— Joe Emmick, Dean for Advancement, Wabash College
— Ernest Vargo II, CFRE, Senior Associate, Johnson, Grossnickle and Associates Inc.
— Jeffrey Lewis, J.D., Partner, Law Firm of Ice Miller

Monday 2-3:15 p.m.

Creative Tension: Stress vs. Serenity
Sheraton IV
The demands on our time and talents can be enormous. Ten and 12 hour-plus days become the norm with many evenings and weekends thrown in for good measure. Whether it is all the money we've raised, campaigns launched, or all the meetings, phone calls and e-mails....there is always more, more, more! Our every comments and behaviors are subject to personal interpretation by staff and volunteers. Throw in time and energy spent on personnel and training issues leaves us wondering sometimes how we can get it all done. Combine this with living in a college town where everyone knows your name, your children's sports and recital schedules, etc., and you are ready to qualify for a reality TV show. Attend this session to discover your own answer to achieving balance and perspective in life. What is most important is to find that balance before stress seriously affects one's physical and emotional health. Come share what works for you with colleagues who are undoubtedly struggling with the same issues.
— Betty J. Marmon, Director of Development, Philadelphia Museum of Art

The For Profits Are Coming....They're Here!
Sheraton I
Participate in this presentation from Cleveland State and learn how it reviewed the opportunties and threats of the private for-profits knocking at its doorstep. With a primary emphasis on the impact on enrollment, come and learn of the competitive strategies developed to face this growing concern. Who's knocking at your door?
— Maureen McQuestion , Director of Academic Development and Services , Cleveland State University
— Barbara Hanniford, Dean, Continuing Studies, Cleveland State University

Monday 3:45-5 p.m.

Keeping Productivity Up When Budgets Are Down
Sheraton I
Staff morale often sags when there are budget pressures  just when you need to generate better results. Can you inspire colleagues to do more with less, without having them want to jump ship? The answer is Yes: Bentz Whaley Flessners experience with hundreds of colleges and universities, and its proprietary research regarding staff attitudes and performance, suggest that money isnt as important a motivator as you might think. This session will explore attitudes, incentives, rewards, and expectations, as the group charts ways to find silver linings in dark clouds.
— William R. Lowery, Ph.D., Partner, Bentz Whaley Flessner

Tuesday 9:15-10:30 a.m.

Tick-tock, tick-tock: How will I get it all done?
Colorado
This session will explore the issues of how we use our time to manage the important things that simply must get done. With increasing demands on your time, deciding how, when and where to spend it calls for a thorough understanding of your organization's layers of activity. You will learn the new paradigm for fund-raising management and the four critical roles in yime management.
— William Wickencamp, Vice President, Campbell & Co.

Finding Opportunity in Staff Turnover
Sheraton I
Finding a replacement for a departing staff member is a pain in the neck. But, what if you look at it as an opportunity that will leave your department better off in the long run? Amy Leyden shares the five-year evolution of the McNamara Alumni Center Event department to demonstrate the critical steps of every search: assessing office needs, matching skills with responsibilities, and facilitating interviews that shake out the most effective candidate.
— Amy Leyden, Event Manager, McNamara Alumni Center, University of Minnesota

Tuesday 11 a.m.-12:15 p.m.

Voluteers: Can't Live Without Them, Can We Live With Them?
Sheraton I
The volunteers you work with can make your day, and those same folks can break your day. The volunteers you don't have can do the very same thing! How can you maximize the positive impact volunteers have on your organization without tapping your schedule and your resources to the max? You can shape the future of how volunteers are utilized to meet the mission and vision of your organization. Who are your volunteers? What kinds of questions do you ask them? What information do you share and what do they need? Plan to spend time thinking and make plans to spend time planning as you ponder some good questions and insightful observations.
— Christopher Adkins-Lamb, Associate Director of Alumni Relations, Miami University

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CASE District V Conference CASE District V Conference | December 12-14, 2004 | Chicago, Illinois
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