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 7:30-9:00 a.m.
Changing Landscapes--Transitioning Into Higher Education
Roundtable 2
— John Courtney, Director of Development, School of Business Administration, University of Dayton
—
In-house Data Mining: Strategy, Staff, and Software for do-it-yourself Analytics
Roundtable 12
— Josh Birkholz, Bentz, Whaley, Flessner
(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
Monday 12:30-1:30 p.m.
Your Own Backyard--Prospecting Locally
Roundtable 7
— Jill Wilhelm Gaby, Director of Regional Development, Miami University
(Alumni, Communications, Development)
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: Stewarding Partnerships for Effective Reporting
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)
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
— Maryellen Charbonneau, Northern Michigan University
(Alumni, Communications, Development, Management, Two-Year/Independent Schools)
Managing A Gen Y Staff
Roundtable 19
— Kirk Bogard, Senior Director of Development, Miami University
(Development, Two-Year/Independent Schools)
The Future of Direct Mail
Roundtable 18
— April Novotny, Assistant VP for Development, Capital University
Tuesday 7:30-9:00 a.m.
(Development, Two-Year/Independent Schools)
Wrapping the Gift of Education: Legal Issues in Scholarship Fundraising and Stewardship
Roundtable 6
— Phil Purcell, 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, 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
(Development)
Where have you been? How to Keep From Losing Young Alumni
Roundtable 12
— Phil Greazel, Telefund Program Manager, University of Iowa
(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
(Communications)
Effective Use of Video on the Web and Beyond
Roundtable 20
— Dennis Brown, Assistant Vice President for News and Information, University of Notre Dame
— Beth Grisoli, Assistant Director, News and Information, University of Notre Dame
(Development)
Soliciting Parents: When is the Perfect TIme?
Roundtable 16
—
(Communications)
Effectively Using Student Interns in Communications
Roundtable 17
— Sherry Andrews, Director, Center for Creative Instruction, University of Toledo
— Kathleen Walsh , Web Director, University of Toledo
(Alumni, Communications, Development, Management, Two-Year/Independent Schools)
Balancing Life in the Blackberry Era
Roundtable 18
— Keidra Chaney, Emerging Media Specialist, DePaul University
(Development)
Stewardship 360
Roundtable 19
— Lori Green, Director of Investor Relations, Otterbein College
(Communications, Web)
What Does Wikipedia Think of You?
Roundtable 4
— Lenore Borisova, Web/Marketing Coordinator, University of Illinois