Monday, January 13, Conference Schedule 9 a.m. Keynoter Judith A. Ramaley Assistant Director, Education and Human Resources Directorate The National Science Foundation Dr. Judith A.Ramaley has a special interest in higher-education reform and has played a significant role in designing regional alliances to promote educational cooperation, including the new Vermont Public Education Partnership that brings together K-12, the Vermont State Colleges and UVM into an alliance to promote K-20 partnerships. She also has contributed to a national exploration of the changing nature of work and the workforce and of the role of higher education in the school-to-work agenda. She also plays a national role in the exploration of civic responsibility and the role of higher education in promoting good citizenship. Dr. Ramaley (pronounced Rah may' lee) is Assistant Director, Education and Human Resources Directorate (EHR), The National Science Foundation. The EHR Directorate is responsible for the health and continued vitality of the Nation's science, technology, engineering and mathematics education and for providing leadership in the effort to improve education in these fields. The Directorate manages an annual budget of over $900 million. Prior to joining NSF, Dr. Ramaley was president of The University of Vermont (UVM) from July 1, 1997 to June 30, 2001. Before coming to UVM, she was President and professor of biology at Portland State University in Portland, Oregon for seven years. Under her leadership, The University of Vermont became a member of the Kellogg Commission on the Future of State and Land-Grant Universities that explored the role of research universities in the 21st century. The University has also established new partnerships in the state that support educational reform, economic and community development, and opportunities for Vermonters across the state. The most significant of these partnerships is the Vermont Public Education Partnership (VPEP) an alliance of the Vermont Department of Education, the University of Vermont and the Vermont State Colleges to promote preK-20 collaboration throughout the state. In Vermont, Dr. Ramaley was a Director of the Vermont Business Roundtable, a member of the Human Resources Investment Council (HRIC), a member of the Vermont Commission on Higher Education Funding, a member of the Governor's Council of Economic Advisors, a member of the Vermont Quality Council Board of Advisors and Co-Chair of the Vermont Campus Compact. At the national level, Dr. Ramaley recently served as a member of the board of the Association of American Colleges and Universities (AAC&U) and as a member of the National School-to-Work Advisory Board and is currently a member of the presidential advisory panel for the Association of Governing Boards (AGB), Chair of the Board of Campus Compact, chair of the subcommittee on College Drinking of the Advisory Council of the National Institute on Alcohol Abuse and Alcoholism (National Institute of Health), and a trustee of Wilmington College in Wilmington, Ohio. She also is chair of the Greater Expectations Panel, a group developed by AAC&U as a multi-year initiative to define the aims of a 21st century undergraduate education and to discover strategies for accomplishing these aims. 10:30-11:50 p.m. – Lead, Follow or get out of the way (AL) There are times when the Alumni Shop should lead, follow or get out of the way. Let's discuss when you do what, and how to get others to get on board. This panel of alumni professionals will provide solutions to other senior professionals challenged by structure, operating within and out of the institution; and gaining recognition for advancing the institution. Topics covered will include internal/external organizational structure, strategic planning, collaboration, and supporting the bigger plan. Moderator: Cherrelyn Napue, Director of Alumni Relations/Executive Director Alumni Association, Metropolitan State College of Denver On leadership, budgets, and collaboration (MG) Hear first hand from the 2003 CASE District VI Award recipient on the challenges facing a University President. This dynamic speaker will share her insight into declining state budgets, the advantages of collaboration on our campuses, and her thoughts on leadership. Presenter: Dr. Jackie Vietti, President of Butler County Community College Alumni Advocacy: Supporting Your Alma Mater at the Legislature (AL) Alumni (and friends) grassroots advocacy is quickly becoming a staple in the menu of many alumni programs’ volunteer opportunities. Is it a program for your Alumni Association? Find out why you should have a legislative advocacy program in your alumni relations menu, as well as learn what it takes to start one. The University of Minnesota Alumni Association has had a legislative advocacy program since the middle 1980s. Given the recent decline in state support of higher education, many feel this is one program alumni associations have to have. Presenter: Robert Burgett, Associate Executive Director – Outreach & Programs University of Minnesota Alumni Association Integrated Marketing: Been there, done that, got the bruises to prove it (CM) Cheryl Gaston came to the University of Northern Iowa two years ago, tasked with implementing integrated marketing. Find out how she did it, what pitfalls to avoid, and how to make it work at your institution. Presenter: Cheryl Gaston, assistant vice president for Marketing & Public Relations, University of Northern Iowa Communications in the 21st Century, Part I: What we need to know and accept (CM) Much has changed in higher education. Students are more savvy and knowledgeable, so the same old communications strategies just won't work. This seasoned professional will tell us how to use the Web to our best advantage, and what today's clients expect from our Web sites. In his first session he presents "The Tool," and in his second, "The Synergy." Presenter: Bob Johnson, vice president and director of Strategic Development, Creative Communication of America (NY), and chair of the American Marketing Association's Symposium for the Marketing of Higher Education Setting Goals and Achieving Life Balance (PD) How do you get all you want out of life? This program will help you find that answer. We will be taking a broad look at goal setting and bringing it down to a minute-by-minute plan. We will talk about how to achieve life balance, an invaluable part of attaining the goals you set, and you will leave with ideas you can put into practice immediately! Presenter: Elizabeth Fountain, owner, The Elizabeth Foundation, Co., Overland Park, Kan. The Easiest Dollar You Can Raise (CC/PH) Exactly how many trillion will this generation leave for charity? Is it $7 trillion, $22 trillion, or $300 trillion? While the projections may vary, the reality remains that there is a whole lot of money out there for the astute asking. Yet how does a community college development operation, with limited resources, launch a planned giving operation? How is the case made to the powers that be of its importance? How do you maintain the program when the immediate returns look barren? What are the first three, four, or five steps you must take in order to achieve success? These questions, and many more, will be addressed by development professionals who built, from scratch, some of the most successful planned giving programs in the community college field. Another perspective on planned giving programs will be added by a former trust officer and current director of planned giving in the health field. Presenters: Sue Hawn, CFRE Director of Planned Giving, Kirkwood Community College Foundation Carolyn Moore, Senior Vice President of Institutional Advancement, Sparks Health Systems, Fort Smith Arkansas, former Vice Chancellor of Institutional Advancement, University of Arkansas at Fort Smith Andy Morrison, Director of Planned Giving, St. Luke’s Hospital Foundation CASE Management Reporting Standards: Still Evolving (PH) An important component of our work as development professionals is to count gifts received according to CASE standards. What are those standards? How are they reviewed? Are there important changes being considered to the set of standards? Those answers and more are discussed in this session led by the Vice Chair of the CASE Ad Hoc Committee on Management Reporting Standards. Because it is one of the most important issues being dealt with at CASE Headquarters, this is a session you do not want to miss. Presenter: John Taylor - Director of Alumni and Development Records, Duke University (NC) Successful Corporate Development in a Changing Environment (PH) The last two years has been challenging for corporate philanthropy to say the least. This session will analyze the changing corporate giving trends and current corporate attitudes that drive the development process. The discussion then will turn to actions/practices/strategies that create stronger relationships and result in long-term fundraising success. Presenter: Randall Scott - Director of Development-Corporate, Washburn University (KS) CASE VI PRIME: University of Missouri (AL) “Tiger Plaza” Join us and learn from a 2002 CASE Circle of Excellence Award recipient on a successful life membership campaign called "Tiger Plaza," which secured more than 2.000 new life members, and created a new landmark on campus. Hear from two staff members of the Missouri Alumni Association who coordinated this effort and find out the keys to their success and why building life membership is important. Presenters: J. Todd Coleman, Executive Director Missouri Alumni Association David Roloff, Director of Membership Missouri Alumni Association 1:30-2:50 p.m. – Alumni Associations Online Today and Forever How are we using the Internet to communicate to alumni today and where are we headed in the future? The UCLA Alumni Association has been in the vanguard among major universities at developing Web services for its alumni. Learn how they and other alumni relations programs use the Web to expand their reach to alumni and how it will be used in the future. Presenter: Keith E. Brant, Executive Director, UCLA Alumni Association Assistant Vice Chancellor, Alumni Relations The Great Debate-The Future of Chapter and Club Programming (AL) A panel of alumni professionals will discuss the ever-changing topic of chapters and clubs. Why are some institutions leaning away from the chapter model? Why are some institutions creating more and more chapters and clubs? Panelists will discuss the pros and cons of a chapter program and how your institution can benefit from choosing the right format. The role of volunteers is also changing and conversation will focus on how to maximize this vital resource. Learn what trends are surfacing and what the future holds for Alumni Association clubs and chapters. If you are debating whether to cut your chapter program, or are looking to add chapters into your slate of programs---this session is for you! Moderator: Valerie Goodin Panelists from various District VI Institutions University of Missouri- Columbia Alumni Association In Search of the Comprehensive Development Program (CC/PH) Most community colleges development operations seem to do well in at least one or two specific areas of fundraising. Some may excel in annual giving, others at special events, grants, or utilizing high-quality stewardship programs. Typically, these areas of expertise reflect as much on the nature and needs of the college as the quality of the development professionals who run them. How does a one, two, or three person department get develop a high degree of competency across the many and varied techniques of fund raising there? What cases have to be made internally? What resources are required to make this happen? What area does one focus on first? Does one give priority to short term returns versus long-term returns? These issues will be addressed by community college development professionals who achieved significant success with their own programs. To make it even more interesting, the perspective of an accomplished development professional from a university, will be added to the mix. Session participants are: Cheryle Mitvalsky Vice President of Resource Development Kirkwood Community College, Cedar Rapids, Iowa Bobbi Abram Executive Director Metropolitan Community Colleges Foundation, Kansas City, Missouri Jim Brandmierer Vice President, Medical Development KU Endowment Association All A Board: Part I (MG/AL/PH) Hear from a well-known and national award-winning speaker on dealing with governing boards. This session will be helpful for all three fields. It will provide insight in how to work with Alumni Association Board of Directors, Foundation trustees, state governing boards that oversee higher education and other volunteer boards. The first session will concentrate on how to strengthen our governing bodies. The second session will provide insight into effective management and strategic planning. Presenter: Charles F. (Chic) Dambach Senior Consultant and Director of Global Programs, BoardSource Put HTML out to pasture: Round up content With a Content Management System (CM) Three experienced Web wranglers discuss the advantages of using a CMS, considerations necessary for setting up and maintaining a dynamic page Web site, and their experience creating a new university Web site that includes more than 1,600 pages in record time using a CMS. Presenters: Jennifer Lynch, manager, University Advancement Web Communications, University of Missouri-Rolla (UMR) Michelle Heizer: Web developer, UMR Alex Heizer, Web developer, UMR Matter of Life and Death (PD) This session will provide helpful information for taking the first step in breaking down the barriers that keep us from exploring important information about end-of-life care. Empower yourself to make the most informed decisions possible about your own end-of-life care or that of someone you may be caring for someday. Learn why “normal grief” doesn’t feel normal at all, and discover some coping skills to help you navigate through a grief experience. Presenter: Jeannette Ford, Kansas City Hospice Advancing the College Mission through a Business and Industry Division (CC/CM) The Business and Industry Division of a community college is uniquely positioned to respond to the specific needs of the business community. This session explores the contributions to the college's mission of four nationally respected B&I Divisions by discussing function, size, revenue generation, marketing, partnerships, responsiveness and value to lifelong learning. Presenter: Kathy Yeager, Program Director, Sales Center for Business and Technology Communications in the 21st Century, Part II: What we need to know and accept (CM) Much has changed in higher education. Students are more savvy and knowledgeable, so the same old communications strategies just won't work. This seasoned professional will tell us how to use the Web to our best advantage, and what today's clients expect from our Web sites. In his first session he presents "The Tool," and in his second, "The Synergy." Presenter: Bob Johnson, vice president and director of Strategic Development, Creative Communication of America (NY), and chair of the American Marketing Association's Symposium for the Marketing of Higher Education Impact Your Campaign through Bequests and Gift Annuities (PH) With today’s changing economic environment, capital campaigns are being adversely affected in the amount personal cash gifts they receive. Shrinking pools of cash from donors are causing development staffs to look harder at injecting success into their campaigns from planned gifts. Come learn how bequests and gift annuities are still enabling donors to making major gifts to capital campaigns in spite of these difficult economic times. Presenter: Nancy Perazelli - Director of Gift Planning, Drake University (IA) Overcoming Campaign Obstacles: Strategies that Work (PH) This session will explore common problems that are encountered with volunteers, staffing, institutional leadership, resources, internal campus constituencies, etc., and outline some possible strategies for dealing with these issues. Stories and solutions from real experiences will be shared as part of a question and answer period as well. Presenter: John Grenzebach – President, Grenzebach Glier & Associates Pat Welch-Schulze - Consulting Vice President, Grenzebach Glier & Associates (IL) 3:30-5 p.m. – Feng Shui at Work … and Home: Arranging Your Life for Success (PD) The basic premise of Feng Shui, the ancient Chinese art of placement, is “change your surroundings, change your life!” Learn basic principles for enhancing the quality and quantity of energy in your environment. Whether you’re choosing to create a nurturing space in your home or improve harmony and productivity at the office, Feng Shui can help guide you in the process. Reestablish the natural flow of abundance in your life and learn practical – yet powerful – techniques for arranging your surroundings to create spaces in which you will thrive. Presenter: Liz Brown, consultant, Feng Shui Services All A Board, Part II (MG/AL/PH) Hear from a well-known and national award-winning speaker on dealing with governing boards. This session will be helpful for all three fields. It will provide insight in how to work with Alumni Association Board of Directors, Foundation trustees, state governing boards that oversee higher education and other volunteer boards. The first session will concentrate on how to strengthen our governing bodies. The second session will provide insight into effective management and strategic planning. Presenter: Charles F. (Chic) Dambach Senior Consultant and Director of Global Programs, BoardSource A Sustainable, Maintainable Web Site (CC/CM) JCCC has developed a new databased web site that updates pages automatically, can be edited without fancy authoring programs, and provides a consistent visual identity for all web pages down through the program level. The process was exciting but not painless. This session will describe the process, its benefits, its pitfalls and its possibilities. Presenters: Douglas Allen, Chief Information Officer Julie Haas, Director, College Information and Publications Johnson County Community College, Overland Park, Kansas Creating a Memorable and Successful Special Event (AL/CM) Higher education advancement is all about conducting special events---whether it is a reunion, pre-game party, fundraising auction, or awards program, we all need to know how to throw a party with a purpose. In this session, you will have the opportunity to learn some special event tips from a professional working with a different type of non-profit organization. Everything from how to create your event “niche”, to establishing a strong committee structure will be discussed. See what it takes to make your parties fun, while also managing a budget. Be prepared to share your special event ideas and tips for this interactive session. Presenter: Deniz Satir, Assoc. Director, Special Events Juvenile Diabetes Research Foundation International How technology has affected communication (CM/PD) This self-proclaimed 'Goddess of Comedy' will inform and entertain, explaining what has happened to interpersonal communication now that technology has entered the picture, and how we can become better communicators on all levels. Presenter: Juli Burney, M.A., assistant professor of communication, Doane College, Lincoln, Neb. CASE VI PRIME: University of Denver (CM) “Want More,” “You Are Your Own Person” This session will focus on the strategies behind two successful publications. In the case of the "Want More" piece, Chapman will describe how the client's overall goal of repositioning University of Denver graduate programs led to a publication centered around fictionalized scenarios designed to help prospective students connect with possibilities. The publications team led the Office of Admissions through a re-imagination of the recruitment process, which resulted in "You Are Your Own Person" and assorted recruitment mailings. The session will discuss the strategy, the risks involved, and the rewards. Presenter: Tamara Chapman, Writer/Editor, University of Denver The Budget Crisis and Higher Education (CM/GLOBAL ISSUE) Panelists from Iowa's three Regent institutions (Iowa State University, University of Iowa, and the University of Northern Iowa) talk about the budget crisis and how necessary messages have been communicated to constituents at every level. In tough fiscal times, how do you deal with good news like record-breaking research grants and fundraising campaigns without sending mixed messages? Presenters: Gregory Nichols, Executive Director, Board of Regents, State of Iowa Gary Steinke, Director of Governmental Relations, Iowa State University Cheryl Gaston, Assistant Vice President for Marketing and Public Relations, University of Northern Iowa, Cedar Falls Linda Kettner, moderator, Director of University News Services, University of Iowa, Iowa City, and Commissioner, CASE Commission on Communications and Marketing Oh No! Not Another Session on Successful Annual Fund Strategies! (PH) Annual Funds…we all seem to have them and we all want them to be successful. Let’s chat about strategies that we can use at our own institutions, which help us raise more money, engage more alumni and keep us from going nuts trying to coordinate it all. Be prepared to share your great strategies in this dialogue session. Presenter: Pam Pepper - Assistant Vice President/Director of Annual Giving, Simpson College (IA) We Can Raise Money with Shrinking Budgets! (PH) Most of us are asked to raise more gift income with fewer resources. This session will feature a panel of senior advancement professionals discussing the alarming trend of declining development department budgets and how we can still effectively raise dollars in spite of challenging fiscal environments. Included in this session will be a helpful exchange of ideas between the panelists and the audience. Presenters: Phyllis Lepke - Senior Vice President and COO, Iowa State University Foundation (IA); Bobbi Abram - Executive Director of the Foundation, Metropolitan Community Colleges (MO) Nan Evanson, Vice President for Institutional Advancement, Rockhurst University (MO) Generating Non-Dues Revenues for Alumni Programs (AL) This session will explore the wide variety of non-dues revenue programs available to serve alumni needs and whether any or all are right for you alumni association today. We’ll also examine how these programs generate the necessary, but elusive, dollars to augment your alumni budget. Presenters: Gordon McDougall, Regional Vice President, Alumni Holidays Phil Super President & COO American Insurance Administrators, Inc. Download this Schedule 45k doc Top   Back