Roundtables

Do you have an idea to share, or a burning question? Focused small-group discussions meet over breakfast and lunch. They continually yield great contacts and new ideas for CASE V conference participants.

Roundtables run from 8 to 9 a.m. Monday and Tuesday, and 12:30 to 1:30 p.m. Monday in the Resource Center. Coffee, juice and baked goods will be provided free of charge during the morning roundtables. Monday, lunch will be available for purchase.

Roundtables are limited to 10 participants to ensure discussion by all. Facilitators will keep discussions moving. Roundtable sign-up sheets will be posted in the Resource Center. To take part, sign up in the Resource Center beginning Sunday evening. Roundtables fill up quickly — sign up 24 hours in advance.

Monday 8-9 a.m.

(Development)

Beyond Our Borders--International Fundraising

Roundtable 1

— Martin Limbird, Director, International Advancement, Ball State University

Changing Landscapes--Transitioning Into Higher Education

Roundtable 2

— John Courtney, Director of Development, School of Business Administration, University of Dayton

(Alumni, Communications, Development)

The First 100 Days--How to Hit the Ground Running

Roundtable 3

— Matthew T Herek, Assistant Director, Young Alumni, Northwestern University

Why Gift Annuities Make Sense in the Current Economy

Roundtable 4

— Jane Goodnight, Director of Trusts and Estates, University of Minnesota

(Communications)

Marketing and PR During Presidential Transition

Roundtable 5

— Lenore Borisova, Web/Marketing Coordinator, University of Illinois

Distinctive Alumni Programs--New Trends to Enhance Alumni Engagement

Roundtable 6

(Development, Advancement Services)

Prospecting--Wrapping Your Hands Around Your Universe

Roundtable 7

— Evan Lichtenstein, Senior Director of Development, Miami University

Creating a Pod Cast

Roundtable 8

(Alumni, Development)

The Future of Affinities and Reunions

Roundtable 9

— Jennifer Bergman, Assistant Director of the Annual Fund, Ohio Wesleyan University

(Development)

The Campaign's Over--Now What?

Roundtable 10

— Jeri Kozobarich, Director, Major Gifts, Denison University

(Alumni, Development, Management, Two-Year/Independent Schools)

Building Campus Partners

Roundtable 11

— Guy Adams, Consultant, Gonser, Gerber, Tinker, Stuhr

In-house Data Mining: Strategy, Staff, and Software for do-it-yourself Analytics

Roundtable 12

— Josh Birkholz, Bentz, Whaley, Flessner

Don't Get Burned: Hot Topics in the Law of Fundraising

Roundtable 13

— Phil Purcell, Vice President for Planned Giving and Endowment Stewardship, Ball State University

(Alumni, Communications, Development, Management, Newcomers, Executives in Advancement)

Strategic Career Options

Roundtable 14

— Amy Lavi, Talent Management--Office of University Development , University of Michigan

— Paul Harkins, Director, Mid Atlantic Region, Major Gifts, University of Michigan

(Alumni, Development)

Other Duties As Assigned: Taking on an Interim Role

Roundtable 15

— Mike Kumler, Director of Development, Student Affairs, Miami University

(Alumni, Communications, Development, Two-Year/Independent Schools)

The Phone Center: Alternative Uses for Your Phone Shop

Roundtable 16

— Andrew Bixel, Graduate Assistant--College Student Personnel, Miami University

(Two-Year/Independent Schools)

Starting From Scratch: Creating a Comprehensive Advancement Program for Regional Colleges

Roundtable 17

— Mary Bennett, Director of Development, Miami University, Hamilton Campus

(Development, Management, Two-Year/Independent Schools)

Win Major Donors by Spinning the Legacy Wheel

Roundtable 18

— Carolyn Friend, Co-Founder, Gen-T Legacy Institute

— James Weiner, Co-Founder, Gen-T Legacy Institute

(Development, Management)

Academic Health Centers and the Future of Fundraising

Roundtable 19

— John Gillespie, Vice President for Development and Alumni Affairs, University of Cincinnati Medical Center

(Communications)

Prioritizing Communications--When Everything's an "ASAP"

Roundtable 20

Monday 12:30-1:30 p.m.

(Development)

Gets Along Well With Others: Creating a Principal Gifts Office

Roundtable 1

— William F Shockley, Senior Director of Principal Gifts , Miami University

(Development, Two-Year/Independent Schools)

Measuring Stewardship

Roundtable 2

— Heather Kauffman, Director of Stewardship, Miami University

— John W. Altman, Campaign Steering Committee, Stewardship Chair, Miami University

(Development, Management)

Launching and Growing Your Women's Philanthropy Program

Roundtable 3

— Martha Taylor, Vice President, University of Wisconsin Foundation

(Development, Management, Two-Year/Independent Schools)

Life on the Road---Travels with My Dean

Roundtable 4

— Kelly Shrock, Associate Executive Director of Development, Ball State University

(Development)

Closing Your First Major Gift--Steps to Insure Development Success

Roundtable 5

— Guy Adams, Consultant, Gonser, Gerber, Tinker, Stuhr

HR Issues--Considerations in Today's Hiring Market

Roundtable 6

— Evan Lichtenstein, Senior Director of Development

Your Own Backyard--Prospecting Locally

Roundtable 7

— Jill Wilhelm Gaby, Director of Regional Development, Miami University

(Alumni, Communications, Development, Advancement Services)

Anniversaries: A Booster Rocket of Opportunity

Roundtable 8

— Beth Halleck, Sesquicentennial Coordinator, Winona State University

(Alumni)

Student and Alumni Relations: If we build them will they come back?

Roundtable 9

— Sandy Ellinger, Associate Director of Alumni Relations, Denison University

(Web)

Linked-Face-Tube-Space--Using The Latest Web Tools to Advance Advancement

Roundtable 10

— Emily Berry, Associate Director, Miami University

(Development, Management, Two-Year/Independent Schools)

Gift Accounting

Roundtable 11

— Lori Green, Director of Investor Relations, Otterbein College

(Alumni, Development, Two-Year/Independent Schools)

Phone Shops--The Swiss Army Knife of Advancement

Roundtable 12

— Phil Greazel, Telefund Program Manager, University of Iowa

(Alumni, Development, Two-Year/Independent Schools, Advancement Services)

Donor Recognition at Various Levels

Roundtable 13

— Christine Alwood, Director of Stewardship and Donor Relations, Central Michigan University

(Development, Management, Two-Year/Independent Schools)

Building Intergeneration Bridges for Major Donors: An Enduring Strategy

Roundtable 14

— Carolyn Friend, Co-Founder, Gen-T Legacy Institute

— James Weiner, Co-Founder, Gen-T Legacy Institute

(Development, Management, Two-Year/Independent Schools)

Have I Got a Deal For You: Complicated Gifts

Roundtable 15

— Jayne E Whitehead, Vice President, University Advancement, Miami University

(Alumni, Development, Two-Year/Independent Schools)

Recognition--New Ideas

Roundtable 16

— Michael Doyle, President, Motivational Designs

(Communications)

Going Green: Advancement's Carbon Footprint

Roundtable 17

(Alumni, Communications, Development, Management, Two-Year/Independent Schools)

Managing A Gen Y Staff

Roundtable 19

— Kirk Bogard, Senior Director of Development, Miami University

The Future of Direct Mail

Roundtable 18

Tuesday 8-9 a.m.

(Newcomers)

Viral Marketing--How has Obama Changed Fundraising?

Roundtable 1

— Susie Sadler, Director of University Projects, Miami University

— Emily Berry, Associate Director of Annual Giving, Miami University

(Communications)

Timely Media

Roundtable 2

— Ginny Hudak David, Associate Director, University Relations, University of Illinois

The Care and Feeding of Volunteers

Roundtable 3

— Jill Gaby, Senior Director of Regional Development, Miami University

Exit Interviews--Growing the Next Role for Volunteers

Roundtable 4

— Brad Bundy, Associate Vice President, Miami University

(Communications, Development, Management, Two-Year/Independent Schools)

Extending the Campaign--Issues to Consider

Roundtable 5

— Kevin Marks, Senior Director of Development--Campaign Services, Miami University

(Development, Two-Year/Independent Schools)

Wrapping the Gift of Education: Legal Issues in Scholarship Fundraising and Stewardship

Roundtable 6

— Phil Percell, Vice President for Planned Giving and Endowment Stewardship, Ball State University

(Alumni, Development, Management, Two-Year/Independent Schools, Executives in Advancement)

A Hurricane on Wall Street---How the Events of 2008 Impact Advancement

Roundtable 7

— Kirk Bogard, Senior Director of Development, Miami University

(Alumni, Development, Management)

I am Pleased to Introduce the President--Welcoming a New Leader to Campus

Roundtable 8

— Jayne Whitehead, Vice President, University Advancement, Miami University

(Alumni)

Alumnae Programs--What Women Want

Roundtable 9

— Karen Conway, Director, Alumni Academic Programs, University of Notre Dame

(Alumni, Development)

What Can the Publics Learn From the Privates

Roundtable 10

— Julie Houpt, Vice President, University Resources and Public Affairs, Denison University

(Alumni, Development, Two-Year/Independent Schools)

Building a Comprehensive Program for Regional Campuses

Roundtable 11

— Mary Bennett, Director of Development, Miami University--Hamilton

(Advancement Services)

Where have you been? How to Keep From Losing Young Alumni

Roundtable 12

— Meridith Spille, Director, Annual Giving, Miami University

(Alumni, Development, Two-Year/Independent Schools)

Anniversaries--A Booster Rocket of Opportunity

Roundtable 13

A repeat from Monday!

— Beth Halleck, Sesquicentennial Coordinator, Winona State University

(Development)

Pushing Them Out of the Nest--When Are They Ready to Hit the Road

Roundtable 14

— John Courtney, Director of Development, School of Business Administration, University of Dayton

(Alumni, Communications, Development, Management, Two-Year/Independent Schools, Executives in Advancement)

The Daily Grind--Staying Motivated

Roundtable 15

— Mike Worley, Executive Director of Regional Programs, Washington University

(Development)

Soliciting Parents: When is the Perfect TIme?

Roundtable 16

(Communications)

Classy But Cost Effective: Quality Communications on a Tight Budget

Roundtable 17

(Alumni, Communications, Development, Management, Two-Year/Independent Schools, Advancement Services)

Balancing Life in the Blackberry Era

Roundtable 18

(Development)

Stewardship 360

Roundtable 19

— Lori Green, Director of Investor Relations, Otterbein College

(Communications, Web)

What Does Wikipedia Think of You?

Roundtable 20

— Lenore Borisova, Web/Marketing Coordinator, University of Illinois