Tuesday, January 24
7:00 a.m.-1:00 p.m.
CASE Registration Desk
7:45-8:45 a.m. – Breakfast
Session I
8:45-10:00 a.m.
Achieving results (PD)
Lonnie Moore, FranklinCovey Education Consultant Trainer
Overwhelmed with your to-do list—or just curious what the corporate world is saying about results-driven performance? FranklinCovey, the global leader in effectiveness training, productivity tools, and assessment services for organizations, teams and individuals, presents real, simple solutions to making sense of your to-do list and achieving real results.
Gifts: More than Just Money (Adv. Services)
Liz Landry, Director of Advancement Services, University of Louisiana at Lafayette
Knowledge management begins with data. In this session we’ll talk about building your data warehouse and how to use your database to provide useful information to those in advancement who need it. Where do you fit in advancement today? How does the way you process gifts and handle your database enhance alumni relations, public relations, stewardship and fundraising? What do development officers really want when they look at a donor’s check? Do you see the whole picture? Learn about the integral role advancement services personnel play in the overall advancement operation and the clues to look for when handling donations that make you a hero to your alumni and development colleagues.
The Dream Team: Building a fast response team for your next big news event (Comm)
Barbara Pierce, President, Millennium Communication
Today's highly competitive and fast-moving media environment demands a skilled media relations team to execute an effective media relations program. When faced with an organizational or public crisis, or when mounting a major news event, you and your team need to be prepared and have the resources, tools and technology available to act quickly. Learn how to build your resources, even on a limited budget, and to take full advantage of that next opportunity!
Customer Service…How WE Can Become Service Champions (Alumni)
Dr. Withers, Associate Professor of Communication Arts, Wartburg College
For many colleges and universities, Quality Customer Service (QCS) will determine their fate as it relates to alumni relations, development, or admissions. Reacquaint yourself with the basics of customer service and uncover the nuances of QCS as it relates to improved organizational effectiveness campus-wide.
Developing creative incentive and retention plans for high performing fundraising teams (MGMT)
Patricia M Moline, CFRE, CFP, Executive Director of Development, Iowa State University Foundation, Ames, Iowa; Kevin Stow, CEBS Director of Human Resources, Iowa State University Foundation, Ames, Iowa
Fundraising today is all about relationships. Nationally, high turnover among fundraising staff runs rampant and jeopardizes fundraising effectiveness. Join us for a discussion about how to develop an incentive and retention plan that motivates and retains the right team members without bankrupting your budget.
Building Donor Relationships (Small Shop)
Diane Porter, Executive Director, Pueblo Community College
One key way to enhance the profile of any charitable organization is by building lasting relationships between the organization and individual supporters. Direct contact is one of the most effective tools to accomplish this goal. This workshop will be an interactive discussion focused on successful processes to establish relationships with new supporters and re-connect with lapsed supporters.
Transitioning Donors to become Philanthropists (P)
Bob Hopkins, President, Founder, Publisher Philanthropy World
Bob believes that philanthropy is a learned behavior. By example, this session will focus on teaching your donors to wake up each morning and wonder how they can help someone. Bob will contrast traditional transactional giving with new "transformational giving", focusing on the role of major gifts and the partnership between the soliciting organization, the community and the philanthropist.
Lifelong connections thanks to senior alumni housing
Granville Brinkman, President, Careage
“College days” brings back sentimental memories that allow alumni to remain connected to their alma maters. Universities are now providing lifelong connections with their alumni and friends thanks to affinity housing. Senior housing is a vital link to your association or foundation that will allow alumni and friends to return to campus during their senior years. An affinity housing concept utilizing retired alumni; friends of the university in addition to the faculty and staff affiliations will yield not only investment gain but also endowment and scholarship opportunities while providing responsible community enhancement.
10:00-10:30 a.m. – EDUCATIONAL PARTNER BREAK
Session II
10:30-11:45 a.m.
Selling Yourself to a Smarter World
Sam Solt, CEO, Clear Path LLC, Andrew Lahana, Director of Programs, Clear Path LLC
Attendees will learn how and why the world economy affects their own employment efforts and the importance of building a vivid framework around their education, skills and past experiences. You will learn how to sell yourself, components for your personal marketing plan, and much more. If you view yourself as a product want to learn the difference between productive career research and fooling yourself, and how to negotiate the deal then you will enjoy this presentation.
Cents and Sensibility: Looking at fact versus fiction on topics such as FERPA, HIPPA, GLB & SOX (Adv. Services)
John Taylor, Partner, Burdenski and Taylor Consulting Group
In an increasingly competitive fundraising world, donors are beginning to decide to whom to give, based on levels of trust. At the core of this decision making process are issues such as ethics, accountability, transparency, and compliance with an ever-growing list of rules and regulations. This session will make sense out of these complex and complicated issues.
Assessing the Economic Impact of the Community College: Is the Return worth the Investment?
John Cosgrove, Director of Institutional Research and Planning, St. Louis Community College
This presentation describes a local and statewide effort to assess the economic impact of community colleges on their local economies and on the overall economy of the State. The economic impact is measured not only in monetary terms, but also in terms of social benefits. Results of this project were used to help the Missouri Association of Community Colleges design specific communication and marketing efforts. Such communication and marketing efforts were targeted to legislators, governmental/agency officials, students, and the general population. Particular emphasis was placed on describing the growing role of community colleges in economic development and on the economic return associated with taxpayer investment.
Identity Standards: How to work effectively with both internal and external constituencies (Comm)
Kent Steward, Director of University Relations, Fort Hays State University
Creating an identity for your college or university involves every department, program and office that produces and distributes information to the public. At this seminar, you'll receive a copy of Fort Hays State University's identity standards manual, "Promoting Fort Hays State University," and hear why and how it was created, how it has been distributed and its impact.
What Alumni Really Want (Alumni)
Jeff Roedel, American Insurance Administrators, A USI Affinity Company
The National Educational Alumni Trust and American Insurance Administrator commissioned a research project to explore the thoughts and feelings alumni have about their alma mater. This project used a cutting-edge research methodology to reveal the deep, underlying conceptual constructs that drive alumni attitudes and behaviors. It was conducted by Olson Zaltman Associates, which has completed similar projects for prestigious clients around the world, including Procter & Gamble, Microsoft and Motorola. This session will explore the results of the Olson Zaltman research and suggest ways to effect long-term improvement in your relationships with your alumni. While some of the concepts will sound familiar, they are organized in a new and powerful way that makes this information actionable and gives direction to your strategic thinking. The national Educational Alumni Trust is a group of 140 alumni associations organized to provide alumni insurance programs to its members.
The Balancing Act: Managing a Campaign, Diverse Staff, and Multiple Priorities (MGMT)
Dr. Sandra Ogrosky, Director of External Relations and Development, Sam M. Walton School of Business, University of Arkansas, Fayetteville, Arkansas
This session will focus on the balancing act required to oversee a multi-million dollar campaign, manage a seemingly disparate staff, and meet the often conflicting demands/goals of your college or unit and those of advancement. We will look at various performance assessment tools and techniques and discuss how to effectively assess without allowing administrative tools and assessments to become “ends in themselves”. We’ll discuss techniques and solutions for working cooperatively and effectively with cross-campus partners in a decentralized organization and managing a diverse staff. The importance of time management, with a constant effort to refocus on the mission and goals of the university and college, will be stressed. Finally, we’ll discuss how to reinforce the unique and critical role of each staff member in the fund-raising cycle of identification/ cultivation/solicitation/stewardship.
Flexible Gift Planning Programs
James H. Moore, President and CEO, University of Northern Colorado Foundation
This session will explore how donor commitments can increase through combining current and deferred gifts; the impact of flexible programs on campaigns; and effective stewardship of donors who make current and deferred gift commitments.
11:45 a.m.-1:45 p.m.
New Professional Workshop (NP)
Roundtable Discussions
4:30 p.m.
Farewell Reception
4:45 p.m.
Marriott representatives
12:00 a.m.-1:30 p.m.
ROUNDTABLE DISCUSSIONS & KEYNOTE SPEAKER – Jackie Joyner-Kersee
World’s greatest female athlete
Few athletes have the opportunity to reinvent their sport. St. Louis-area native, Jackie Joyner-Kersee is one such athlete. As the first woman to win back-to-back gold medals in the heptathlon, she has distinguished herself in her sport as the World’s Greatest Female Athlete. She currently holds the world record in the heptathlon and the Olympic and National record in the long jump. Jackie has six Olympic medals to her credit, including three gold medals.
Jackie Joyner-Kersee is not only a champion in track and field – she is also a champion of education, community development and the triumph of the human spirit. She has raised more than $12 million to build a community center in her hometown of East St. Louis, Illinios. Her Jackie Joyner-Kersee foundation was established “to provide youth, adults and families with the resources to improve their quality of life and to enhance communities worldwide.”
Session III
1:45-3:00 p.m.
Booking Planned Gifts: Why can’t these nice people just write checks? (Adv. Services)
Jennifer Warwick, MA, Managing Director and Principal for Education, Training and Coaching, Burdenski and Taylor Consulting Group
Planned gifts are a different animal all together. Unitrusts, annuities, pooled income funds. What is the difference between a CRAT and a CRUT? How can you tell one type of planned gift from the other? And how do you book them…or do you? It is easier than you think!
Enhancing your Budget through Alternate Income (Alumni)
Amy Button Renz, President of Kansas State University Alumni Association, and Todd McCubbin, Executive Director of the University of Missouri
Revenue generation for Alumni Associations has become increasingly important. Hear from two veterans who will take a look at existing affinity partners that generate income. Membership, the bread and butter of many associations, will also be a part of this presentation. This session will also share ways to incorporate fundraising into the strategic plan of your organization. We will also look at ways to collaborate with university partners that assist with the bottom line of our financial statements.
Effective Donor Communications Planning and Implementation (Small Shop)
Illene Roggensack, Owner/Presenter, Third Sector Innovations, Inc.
Not much time and even less money? Yet you need a super-effective donor communications plan, right? Come and be part of the presentation and idea sharing at this session, focusing on...
- setting the right objectives for donor communications
- planning what to do, when to do it and who to involve
- implementing your plan with little money and even fewer headaches
Audience versus design – which audience to follow (Comm)
Michael Irvin, Graphic Design Coordinator, University of Kansas
Can a designer successfully serve two masters? Is it more important to win awards or hit your target audience. Do you have to give up one to achieve the other? During this seminar Michael will explore with you the world of focus groups and their importance in knowing your audience through the use of case studies. Winning awards is nice, but hitting the target audience is what benefits the institution. The challenge is to do both.
Overcoming your fears and refining the art of public speaking (PD)
Debra A. Hollingsworth, SBC-Missouri Vice President External Affairs
Whether you're making a big presentation or pitching a new idea to a small group of people, getting up in front of people and talking can seem daunting. This session shares successful tips and provides an overview of public speaking basics.
Characteristics of a Successful Development Officer (MGMT)
Jerri Bass Schooley, CFRE, Senior Counsel, J. F. Smith Group, Dallas, Texas
What are the character traits of a successful development officer? Aside from the basics –having excellent communication skills, being a well-organized self-starter who can see and work within the big picture as well as work behind the scenes, and can work well with a diverse range of people (whew!) –is there a magic formula of skills and personality that guarantee success? Or is it a Zen thing? This session explores the characteristics and skills needed to be a successful development officer. It will cover the role of the development officer, development staff, volunteers, board and chief executive officer. Attendees will identify their workplace behavior traits using the DiSC Dimensions of Behavior profile to learn to better understand themselves and others. The Seven Faces of Philanthropy will be discussed revealing the different types of donors, what donors want and what motivates donors to give. In addition to competency, development officers must have an understanding of the basic principles for managing a successful development program. These principles never change and are valid regardless of the size of the institution. As a final point, attendees will learn the importance of monitoring the development effort and how to use measurable outcomes to evaluate effectiveness.
It’s not about “Me” (P)
Joe Golding, President, Advancement Resources
This session reviews the research that Advancement Resources has conducted regarding major gift fundraising and donor motivation. In addition to exposing several popular myths about major gift fundraising, the session will include numerous video clips of major donors and top development officers discussing their experiences in philanthropy.
Session IV
3:30-4:30 p.m.
Personal and professional balance (PD)
Lonnie Moore, FranklinCovey Education Consultant Trainer
One of life's biggest challenges is balancing success in our professional lives with success in our personal lives. Families, physical and spiritual health, volunteerism, hobbies and other important parts of our lives are sometimes set aside to realize great success in our professional lives. FranklinCovey, the global leader in effectiveness training, productivity tools, and assessment services for organizations, teams and individuals, presents a thoughtful examination of the importance of personal and professional success in life.
Staying Positive in a Negative Alumni & Advancement World (Alumni)
Presenter name and title: Brent Matthias, Director of Alumni & Parent Programs, Wartburg College
Career fields in advancement can be at times difficult, trying and negative. In this session, Matthias will show you how to keep the smile on your face and stay positive as we work with volunteers, donors, and even our own advancement teams.
CLOSING: The Lost Art of Development (P)
Phil Oswald, Associate Vice President for Development at the University of Texas at
Austin
Learn techniques to successfully close a gift solicitation. This session will stimulate a discussion using a continuum of gift closing from "over the transom" to "face-to-face" negotiation. Audience participation will be welcome and necessary for optimum session value.
Writing News Releases that Media Will Use
Bob Otterson
A seasoned higher-education communication professional will share his secrets for writing news releases that are more likely to be read and used by media. He will discuss strategies for balancing internal demands with external expectations.
Time and money savers in print and design (Comm)
Jennifer Johnson, Graphic Designer and Mike McElwaine, Senior Account Executive, Westminster College
You ask questions... we'll (try to) answer them. Want cost saving techniques? Need design ideas and inspiration? Have questions on direct to plate, digital and digital variable (on demand) printing? Come prepared with questions... we'll try to answer them.
Managing Up, Down & Across: Involving Campus Administrators in the Lives of your Alumni & Involving Alumni in the Life of your Institution (MGMT)
Connie Eggert, Vice Chancellor for University Advancement, University of Missouri-Rolla, Rolla, Missouri
We know that to succeed in advancement, we must connect our administrators and academic officers with our alumni and friends through communication, alumni relations, and fundraising efforts. But rather than coaching the team we often feel caught in the middle. This session will offer strategies and techniques to create meaningful connections with alumni and friends and manage the expectations of your chancellor, deans and chairs.
5:45 p.m.
Awards Social and Banquet
A “Knight” to Remember
Prepare thyself to revel with the master revelers as we celebrate the accomplishments of professional friends in true renaissance festival fashion. Feast like royalty and rub elbows with nobility as we give HUZZAHS (cheers!) to the District VI Bronze, Silver, and Gold award winners and to the recipients of the District VI Distinguished Service Award and the Virginia Carter Smith Award. Experience colorful pageantry and entertainment reminiscent of the Renaissance era in an atmosphere where pleasures reign and merrymaking is the rule.
9:00 p.m.-Midnight
CASE After Hours
