The CASE Indiana and CASE District V websites have moved to Please visit our new CASE Indiana Conference site to see the schedule for our upcoming conference and register to attend!

Save the Date! Fall Conference – Friday, November 2, 2018

Location: University of Indianapolis

Submit a Proposal

Spring Conference – Friday, April 13, 2018

Location: Ivy Tech Community College – Indianapolis

Presentation slides from the Spring Conference are posted below.


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 Presentation

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


Calling All Colleagues: Engaging Faculty and Staff Donors
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

Build your knowledge about the “donors next door” and the joy of building philanthropic giving among your very own faculty and staff colleagues. Refine your faculty and staff annual giving strategies with new knowledge of national data on the topic and from a case study of Indiana University’s diverse campuses. And, explore how to engage faculty and staff as prospective major donors using data-based recommendations. Finally, share best practices and ideas from your institutions about your faculty and staff giving programs.


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

Annual Giving the Notre Dame Way Presentation

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.


Small school: Big results
1) Nathan Hand – Chief Advancement Officer – The Oaks Academy
2) Kyla McEntire – Oaks Fund Manager – The Oaks Academy

Small school: Big results Presentation

How does a small school with young alumni and many lower-income parents/grandparents create a realistic growth plan and supporting campaign? The Oaks Academy is a small network of private schools serving a racially and economically balanced student body in Indianapolis. In 2012, it had incredible academic results, waiting lists and an interest in growth – but limited funding options from traditional philanthropic sources. By 2018 it's the fastest growing private school in the state with state-topping test scores. It has opened two new campuses and raised $12M+ to fund continued growth for the next decade. Hear how they worked the model and built fruitful relationships to support an important mission.‚Äč

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

Video Killed the Photo Star Presentation

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

Securing a Discovery Visit Presentation

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.

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2:00 – 2:50 Closing Keynote

Caroline Dowd-HigginsCaroline Dowd-Higgins

Executive Director of Career & Professional Development, Indiana University Alumni Association

Thrive Where You Are Presentation

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.