Friday, April 13, 2018

Location: Ivy Tech Community College – Indianapolis

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Early bird registration (Through March 30): $75
Standard registration (March 31 – April 13): $85


Ivy Tech Community College – Indianapolis
Illinois Fall Creek Center
2535 N Capitol Ave
Indianapolis, IN 46208

Parking is available …

Conference Sponsor

JGA Counsel


9:00 – 9:45: Registration

9:45 – 10:50 Welcome and Opening Keynote

Jim SmallJim Small

Associate Vice President, Storytelling and Engagement, University of Notre Dame

Telling Your Campaign Story
The University of Notre Dame is currently in the public phase of their Boldly Notre Dame fundraising campaign. Hear from the University's chief storyteller about innovative ways they are engaging their constituents and using stories to make a big impact.

About Jim: A lifelong storyteller, Jim told stories for many of the world's leading brands before making the jump to higher ed in his pursuit of "telling the University of Notre Dame's story." His team is responsible for engaging ND's alumni, parents and friends around the world. He has led marketing efforts centered around storytelling and innovation to energize audiences and drive successful fundraising campaigns for Notre Dame.

11:00 – 11:50 Track Sessions


Session Title
1) Gene R. Tempel, Ed.D. – Founding Dean Emeritus of the Indiana University Lilly Family School of Philanthropy, President Emeritus of the Indiana University Foundation, and a Professor of Philanthropic Studies
2) Genevieve G. Shaker, Ph.D. – Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy

Session description.


Annual Giving the Notre Dame Way
Jim Small – Associate Vice President, Storytelling and Engagement – University of Notre Dame

The University of Notre Dame has made a number of changes in how they engage audiences in driving annual giving. Hear from Notre Dame's Associate Vice President for Storytelling and Engagement – responsible for annual giving.


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Speakers TBA

Session description.

12:00 – 1:00 Networking Lunch

Guests will have the opportunity to network with colleagues working in similar roles.

1:00 – 1:50 Track Sessions


CASEx Talks (20 minutes each + Q&A)

Gift Planning: What Are you Waiting For?
Jan Halperin – Vice Chancellor University Advancement – Indiana University Kokomo

The opportunity for planned gifts looms large in our field, especially with the continuous and upcoming transfer of wealth. Paling to your donors sooner rather than later provides an opportunity for deep and authentic conversations. Donors appreciate a direct question, and one that I have found that works best is “What would you like your legacy to be at …institution?” And then there are donors that are uncertain, or get caught up in the minutiae of the gift, or fear their children’s opinion of their giving. Sometimes a gentle nudge, to uncover their hesitations and talk about their fears can reveal the real reason. So, while you may not have a relationship where you can say What are you waiting for, it is an interesting question to bring to the table in whatever form you are comfortable with. Here’s different ways to do it.


Video Killed the Photo Star
Kristofer Karol – Director, Social Media Strategy, Indiana University
Clayton Norman – Social Media and Digital Marketing Specialist, Indiana University Bloomington

By 2021, the majority of traffic on Facebook will be to videos, and currently, social video generates 1200% more shares than text and images combined. So what's your video strategy? Hear from Indiana University's Clayton Norman and Kristofer Karol about the low-cost, creative ways they are using video to reach their various audiences on Facebook, Instagram, Snapchat, Twitter and YouTube.


Measuring Alumni Engagement through Metrics and Forecasting
Marie Foster-Bruns – Vice President, Alumni Outreach and Engagement – Purdue Alumni Association

Measuring alumni engagement is the foundation of alumni relations. Purdue Alumni Association has strategically created a system to measure engagement and forecast opportunities for our nearly 500,000 alumni around the globe. We will present platforms and companies we used to assist with this process, take a deeper dive on what metrics have been most impactful and touch on what we started with and how long it has taken to get to this point.

Securing a Discovery Visit
Brittney Williams – Assistant Director of Leadership Annual Giving – Ball State University
Will Cooper – Director of Development – Ball State University

Specific techniques for increasing your efficiency in securing discovery visits. Discussion will include: setting parameters, vetting, segmentation, and personalization of contact methods. This discussion is based on successful implementation of these techniques in the mid-level program at the Ball State University Foundation.

Session Title
Name, Title – Institution

Session description.

Session Title
Name, Title – Institution

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2:00 – 2:50 Closing Keynote

Caroline Dowd-HigginsCaroline Dowd-Higgins

Career Development Coach

Thrive Where You Are: Action Steps to Finding Fulfillment in Your Workplace NOW
Thrive Where You Are is an inspiring and practical resource for reinvigorating within your organization. The world of advancement, development and alumni relations can be exhausting. It’s up to you to give yourself permission to evolve and transform in ways that suit your strengths. Re-energizing your life and career is within your reach. Engaged employees are more productive and live healthier lives.

Thrive focuses on practical action steps to empower you to be in control of your career. Learn to overcome self-generated obstacles; navigate challenges; find the sweet spot where your strengths and your organization’s needs overlap. Polish your professional presence to leverage your influence so you can thrive!

The session will conclude with a real-time interactive coaching session in a safe space environment where no questions are off limits. Tap your colleagues for their mentorship, accountability, and inspiration on your alumni career professional journey.

About Caroline: As the Executive Director of Career & Professional Development for the Indiana University Alumni Association, she leads a global career and leadership development program empowering IU alumni throughout their professional lives. With 17+ years of career and professional development experience, Caroline authored the book and maintains the blog: This Is Not the Career I Ordered® (now in the 2nd edition and recently translated into Chinese) which showcases her savvy professional development advice and individuals who are thriving after a career transition or reinvention. Caroline writes for the Huffington Post, Ellevate Network, Thrive Global, and a column for The Chronicle newspaper in Indiana.

An accomplished public speaker, Caroline is a member of the National Speaker’s Association and presents to audiences globally. Her international podcast show – Your Working Life, features wisdom about life and career and is available on iTunes and SoundCloud.