Early Retention Program
Saturday, Dec. 13
8 a.m.-5:30 p.m.
Only $100 — Includes Saturday lunch
8:00 -8:30 a.m.—Registration
8:30 -8:45 a.m.—Welcome and Opening Remarks
Barbara Todd, District V, Chair
Ava Willis, COE Chair, ERP Chair
8:45 -9:30 a.m.—Understanding the Power and Need of a Diverse Workforce in Advancement
Judy Lindsey, University of Chicago, Director of Development
Rob Henry, CASE, Executive Director of Emerging Constituencies
9:30-11:30 a.m.—Developing your Personal Career Toolkit and Brand
Marian DeBerry, Consultant – Executive Search – Campbell & Company
10:30-11:30 a.m.—Achieving Success in the Advancement Profession Questions to the Volunteer Panel
David Minor, Ripon College, Director, Corporate and Foundation Relations
Ava Willis, Loyola University Health System, AVP, Development
Hollie Stephens, Amherst College, Associate Director of Major Gifts
Dino M. Hernandez, Assistant Vice President for Major Gifts/Campaign
11:30-12:00 p.m.—Break
At noon, the participants will join the Newcomers Workshop:
12-1:15 p.m.—Lunch and Keynote
Ralph Amos, Assistant Vice Chancellor and Executive Director for the UCLA Alumni Association, will deliver the keynote presentation. Get ready to be charged up your new career, profession and professional organization!
Ralph Amos, Assistant Vice Chancellor, Alumni Relations and Executive Director of the UCLA Alumni Association
UCLA Alumni Association
After lunch, take part in these programs:
1:30-3 p.m.—Nuts and Bolts of Advancement
Gain insight from a group of advancement professionals on the value of understanding and embracing the profession as a whole. This interactive session will allow you, as advancement leaders of tomorrow, to explore the intricate and sometimes challenging relationships between the various disciplines. The goals are twofold: 1) to provide an introduction to advancement where all questions are welcome and dialogue is encouraged and 2) to develop a basic understanding of how professionals in our field should work together to create a progressive, relevant and successful advancement organization today and for the future.
Lindsey Loftus, Vice President of Institutional Advancement
Northeastern Ohio Universities Colleges of Medicine and Pharmacy
Janie Spencer, Executive Director
University of Wisconsin-La Crosse Alumni Association
Mike Worley, Executive Director of Development for Regional Projects
Washington University in St. Louis
3-3:30 p.m.—Breakout Session One: New to Advancement or New Professional?
For our first breakout session, the participatnts will pick one of the two areas that best suits them. Our discussions will be hosted by leaders in the field. The hosts have experience in hiring new grads to seasoned professionals changing paths. New to Advancement: Have you been in the private sector or another career track at a university or nonprofit? This discussion hosted by Lindsey Loftus and Janie Spencer will answer all your questions about your new career path in advancement. Starting Your New Career: This breakout session is designed for the recent graduate and working in university advancement. This discussion is hosted by Joe Matty and Angela Davis.
Lindsey Loftus, Vice President of Institutional Advancement
Northeastern Ohio Universities Colleges of Medicine and Pharmacy
Janie Spencer, Executive Director
University of Wisconsin-La Crosse Alumni Association
Joseph Matty, Executive Director, NIU Alumni Relations
Northern Illinois University
Angela R. Davis, Assistant Director, Donor Services
Purdue University
3:45-4:15 p.m.—All-Star Panel
This second breakout session and last session rejoins all the newcomers together and is geared to answer any remaining questions about advancement or the conference you have. Again, a panel of leaders in the industry, this is your opportunity to ask all those burning questions you have.
Lindsey Loftus, Vice President of Institutional Advancement
Northeastern Ohio Universities Colleges of Medicine and Pharmacy
Janie Spencer, Executive Director
University of Wisconsin-La Crosse Alumni Association
Joseph Matty, Executive Director, NIU Alumni Relations
Northern Illinois University
Angela R. Davis, Assistant Director, Donor Services
Purdue University
Mike Worley, Executive Director of Development for Regional Projects
Washington University in St. Louis
5:00-5:30 p.m.—Questions/Next Steps for ERP Participants
ERP Registration
Registration is $100 and covers materials, lunch, and refreshments. Early Retention Program participants must be registered for the conference. Mail your $100 registration fee and application for the Early Retention Program to:
Rob Henry,
Executive Director of Emerging Constituencies
1307 New York Avenue NW
CASE
Suite 1000
Washington, DC 20005
No on-site registrations will be accepted.
Take advantage of volunteer opportunities!
Become a member of the 2008 CASE V Conference Team by volunteering during the conference. Volunteers are needed as sessions hosts and staff for the Registration Desk, Local Hospitality/Information Center, and Session Host Center.