• About CASE V
• Awards and Recognition
• Conference
  • Schedule
  • Opening Extravaganza
  • Grand Luncheon
  • Early Retention Program
  • Newcomer's Workshop
  • Pre-Conference Workshops
  • Conference Sessions
    • Advancement Services
    • Alumni
    • Communications
    • Development
    • Executives in Advancement
    • Roundtables
    • Two-Year Colleges/Independent Schools
    • Web
  • Special Events
  • Breakfast and Luncheons
  • Resource Center
  • Career Development Center
  • Sponsors
  • Sponsorship Info
  • Advertising Information
  • Exhibitor Information
  • Volunteer
  • Conference Registration
  • Hotel Registration
  • Directions and Parking
  • Conference Committee
• Resources
• Services and Programs
• Contact District V
• Contact CASE DC Offices
• Home

Advancement Services

Secondary emphases are indicated in parentheses.

Please confirm the session times and locations in the program book you will receive when you arrive at the conference.

Sunday 12:30-1:45 p.m.

(Advancement Services)

Building a Culture of Advancement Services

Huron

Examine the pivotal role of advancement services, the importance and mechanics of good planning, and how to build the appropriate culture within your shop. Also, see its relevance within the greater advancement culture.

— Christina Pulawski, Independent Consultant, Christina Pulawski Consulting

Sunday 2:15-3:30 p.m.

(Advancement Services)

Identifying, Recruiting, and Cultivating Philanthropists for your Board

Huron

When people agree to serve on a board of directors, representing either themselves or a company, do they have a clear understanding of what this agreement means? As a fundraising professional, how can you ensure that board members understand their roles as both a philanthropist and an invaluable advocate of the organization?

— Jorja Porter, Associate Director of Development, Chicago State University

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

(Advancement Services)

Reporting: Creating Stability and Quality Control, Leaving Your Legacy

Huron

Are you charged with providing reports for your vice president, controller and alumni relations department? Have you ever started a job and needed to service the department right away, but didn't know what reports have already been run? Are you the only report writer? Whether you are in a new position of report writing or have been in the position for a while, whether you work for a large or small institution, become aware of the reporting challenges and how to overcome them to provide the best quality. Discover how to create, develop and maintain a reporting plan.

— Lisa Chico, Director of Advancement Administration, Dominican University

— Paul Kressin, Systems Analyst, Loyola University of Chicago

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

(Advancement Services)

Using Analytics and Projection for Effective Campaign Planning and Execution

Huron

Successful campaigns are built on careful planning and a thorough assessment of the organization's needs, its capacity for raising funds, and the level of support and enthusiasm of the organization's constituency. Analytics is a powerful tool that leading institutions turn to as they begin campaign preparations. Josh Birkholz and Diana Joyce will present how analytics, with a wide scope of applications, will enhance campaign planning by using your data to guide your strategies. Primary among these are the analysis of the existing constituency, assessing the capacity of the database, and revealing the metrics.

— Josh Birkholz, Consultant, Bentz Whaley Flessner

— Diana Joyce, Director of Market and Institutional Research, Office of Development and Alumni Relations, The University of Chicago

Monday 2-3:15 p.m.

(Advancement Services)

Data-Driven Prospect Management

Sheraton IV

The most successful major gift fundraising organizations benefit from effective prospect management systems. The analysis of data within a prospect management system can be used to evaluate fundraising effectiveness, assist with strategic planning, and inform management decision-making. Josh Birkholz and Todd McMahon will examine developing a system, what is important to monitor, how to determine beneficial metrics for tracking, and guiding progress reporting and analysis.

— Josh Birkholz, Consultant, Bentz Whaley Flessner

— Todd McMahon, Associate Director of Prospect Analysis and Research, Marquette University

Monday 3:45-5 p.m.

(Advancement Services)

Target Analysis: How and When to Target Donors to Secure Donations

Sheraton IV

What type of engagement is required from board, staff, volunteers and donors of your organization? What are some of the various appeals necessary for your organization (board members, individuals, constituents)?

— Jorja Porter, Associate Director of Development, Chicago State University

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

(Advancement Services)

Organizing Stewardship as an Institutional Priority: A Case Study at The University of Montana Foundation

Huron

The importance of stewardship as a means of bringing donors to their highest level of philanthropy has been established. The best way to manage stewardship, however, remains the subject of exploration and experimentation. In this workshop we will discuss how the University of Montana Foundation, at the close of a successful campaign, reviewed and revised its program of donor relations and introduced stewardship as an institutional priority rather than as a unit-based assignment.

— Laura Brehm, President and CEO, University of Montana Foundation

— Julia Emlen, Principal, Julia S. Emlen Associates

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

(Advancement Services)

The Future of Advancement Services and How we Will get There: If You're Standing Still, You're Moving Backwards

Huron

Look at the effect changes in the philanthropic environment will have on our work. And, discuss positioning your shop, regardless of size, to meet the future.

— Christina Pulawski, Independent Consultant, Christina Pulawski Consulting