• Corporate Sponsors
• Sunday Workshops
  • APRA Workshop
  • Pre-Conference Workshops
• Professional Development
Sessions
• Conference Sessions
  by Day
  • Opening Keynote
  • Sunday Sessions
  • Monday Sessions
  • Luncheons
  • Receptions
  • After Hours
  • Tuesday Sessions
  • Executive Breakfast
  • All Sessions
  • Roundtables
• Conference Sessions
  by Track
  • Advancement Services
  • Alumni
  • Communications and Web
  • Development
  • Executives in Advancement
  • Roundtables
• Awards and Recognition
• Pride of CASE V Awards
• Distinguished Service Award
• Diversity Program Scholars
• Newcomers Fellows
• Student Scholars
• Resource Center
• Directory
• Exhibitor Information
• Registration
• Conference Registration
• Hotel Registration
• Directions and Parking
• Conference Committee
• Volunteer

CASE International

Advancement Services Sessions

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 12:30-1:30 p.m.

Stewardship for one or two: Special Attention for Those Special Donors

Erie

Each of us seeks to personalize our stewardship of our most notable givers. Creative ways of saying "thanks," keeping them involved, and demonstrating the impact of their giving are essential, though not always easy to come by. In this session we will take a brief look at some of the key principles of personalized stewardship, and then have attendees share their best examples of effective stewardship moves. Come prepared to tell us yours!

— Shea McGrew, Vice President for Advancement, Michigan Technological University

— Gail Mroz, Director of Donor Stewardship and Development Events, Michigan Technological University

Sunday 2:00-3:30 p.m.

Roll With the Changes: Surviving a Software Conversion

Erie

Don't let the fear of a conversion prevent your organization from achieving its goals! Your database can make or break the success of fundraising and relationships with your alumni. Having the right software is crucial and empowering. Take part in a frank discussion with a foundation that went through both a financial and alumni database conversion in one year. Hear bits of wisdom related to surviving a conversion; and maybe, even enjoying it.

— Michelle Reeson, Associate Vice President, Advancement Services and Finance , Indiana State University Foundation

Monday 9:00-10:00 a.m.

UMIFA to UPMIFA  Why should I Care?

Erie

Philip Purcell, Vice President for Planned Giving and Endowment Stewardship, Ball State University Foundation will be speaking in place of Lisa Eslinger. With the recent passage of UPMIFA in most states, the way we talk with donors about endowment gifts and how we steward them has changed dramatically. Discuss the basics of UPMIFA (the Uniform Prudent Management of Institutional Funds Act) and what we as development and stewardship professionals should be sharing with donors.

— Lisa M. Eslinger, Senior Vice President for Finance and Operations, Iowa State University Foundation

Monday 10:30-Noon

Is There a Best way to run Your Shop?

Mayfair

Advancement professionals are facing uncharted territory as our institutions face unprecedented challenges in these trying and uncertain economic times. Join us as we adjust to the new reality and open up in candid discussion about the challenges we find ourselves negotiating successfully. Whether you are from a big or a small sized shop, exploit the collective opinions and experience of some of District V's most successful senior advancement professionals. Discuss technology, data, information, and work load, among other issues related to Advancement Services, as well as exploring strategies you can use to get ahead in the organization. The session will be highly interactive, relying on attendees to share their own questions, experience, and advice with their colleagues in a moderated discussion format. Whether you're a new professional in search of a great advancement advice, or a seasoned pro looking to help your staff facilitate more with less, this presentation will apply.

—

— Jessica P. Houston, Assistant Vice President for Advancement, Lutheran School of Theology at Chicago

— April R. Novotny, Assistant Vice President for Development , Capital University

— Mary Seyfried, Director of Donor Services, Purdue University

Monday 1:30- 2:30 p.m.

Large Scale Production of Personalized Endowment Reports

Erie

How do endowment reports fit into the overall integrated communications strategy of the university and the comprehensive stewardship system? Why and how should variable data be used to produce professional reports that are scalable yet personalized? How should stewardship staff coordinate with development staff to deliver them in person or electronically? Get the information you need to use endowment reports to provide personalized stewardship to generations of donors, build donor loyalty, and cultivate additional gifts even with a small staff.

— Kathy Alexander, Director of Stewardship, Illinois State University

— Brian Beam, Executive Director, University Marketing and Communications, Illinois State University

Monday 3:00-4:00 p.m.

Matching Gifts...There is Money Still out There

Mayfair

Are you maximizing your matching gift potential? What is an average number of gifts that are match eligible for non-profits? Matching gifts is a process. Once you learn the process and how to use best practices in the industry, you can maximize corporate financial support for your organization. Purdue University raised more than $2.5 million in matching gifts last fiscal year. In this session, learn how to take advantage of free money that is available to virtually all non profits. Millions of dollars each year go unfulfilled just because donors and many non-profits just did not know that a gift was eligible for a match. Get crucial techniques and see what some of the leading non-profits are doing to maximize this untapped potential. All attending will walk away with a 16-point plan on how to get started with a matching gift program.

— John Wright, Director of Business Development, HEP Development Services

— Mary Seyfried, Director of Donor Services, Purdue University

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

The Keys to Building and Maintaining Successful Staff Relationships

Erie

We all strive to make our organizations and fundraising operations operate more efficiently. As members of the same fundraising team, the more we can communicate and educate each other on how we can get research and projects completed, prospects assigned, and a cultivation plan adopted for individual prospects; the easier it is to work together to be successful. Discuss strategies centered on education, communication and coordination to better evaluate projects and prospects.

— Tricia Ambler, Manager, Client Services, WealthEngine

— Bond Lammey, Associate Director, Research, The University of Chicago

Tuesday 10:45-12:15 p.m.

Speaking the Language of Data Strengthening the Relationship Between Marketing Communications and Institutional Research

Superior A&B

Integrated marketing communications requires a data basis for our stakeholder messages. Do we overlook a potentially excellent resource right on our own campus the institutional research office? Can you see beyond your campus data guru's role in annual compliance reporting, survey management, and data analysis? Our presenters enjoy a collaboration that enables them to synch marketing with university data. Also, they'll share results of a survey of Midwest higher ed professionals on their own in-house data development for MarCom and Advancement.

— Shari Ellertson, University Policy Analyst, University of Wisconsin-Stevens Point

— Stephen Ward, Executive Director and Assistant to the Chancellor, University Relations and Communications, University of Wisconsin-Stevens Point