Tuesday, February 7

7:30 am

Registration Opens

7:45-8:45 am

Roundtable Discussions

Always a favorite for "early birds," these hands-on small group discussions garner some of the best learning at the conference. New 2 CASE this year, we are introducing "Roundtable Repeats." At 2 p.m. on Monday and Tuesday, we'll repeat at least one of the roundtables from the morning's session to allow folks who have off-site lunches to complete their meeting and join in on a highly relevant subject.

Student Affairs & Fundraising, An Untapped Resource! -- Howard Bailey, Assoc. VP for Stud. Affairs & Development, Western Kentucky University; Peggy Haas, Graduate Assistant in the Office of the VP for Student Affairs and Campus Services, Western Kentucky University

Online Giving Tips from a Leading Program - Sharon Awtry Director of Annual Giving, Auburn University

Gadgets, Gizmos and 21st Century Technology- Joe Bales, Vice President for Development and University Relations, Middle Tennessee University

Does your advancement team reflect your alumni base: Adding diversity to the advancement office - Paul J. Clifford, Associate Vice Chancellor for Alumni Relations, East Carolina University

Building an Outstanding Internal Communications Base: Alumni, Faculty, Staff, and Students - Deedie Dowdle, Director of Communications, Auburn University

Beyond Happy Hours: Successful Programming for Young Alumni, - Ginger Freeman, Director of Alumni Relations, Middle Tennessee State University

Managing & Rewarding Volunteers - Natasa Paijic, Director of Alumni Programs, Transylvania University

Finding Your Own Bill Gates: Advancement Research Initiatives- Mary Cruise, University of Tennessee

Preparing for a Capital Campaign in Independent Schools - Tim Graham, Director of Development, St. Andrew's-Sewanee School

9:00-10:00 am

Plenary Session

The Care and Feeding of Our Profession:
Janice H. Faulkner

10:00-10:30 am

Take 30: A Networking Break

10:30-11:45 am

WORKSHOPS

Leadership Lessons from the National Outdoor Leadership School (Professional Development)

Frank Pisch, a nationally recognized fundraising authority and the past Board Chair at N.O.L.S., shares some valuable insights from the wilderness that have meaning for the present day advancement professional.  You won’t want to miss this “natural” presentation with universal leadership application. (Also, The N.O.L.S. bus, a vehicle powered completely by vegetable oil, will be on site with staff members to provide additional info on an array of leadership)

Speaker:  Frank Pisch, Chief Executive Officer, The Compass Group.  He has previously been the Vice President at the Association of Governing Boards, Director of Development for the Baltimore Symphony, and a top executive at both Ketchum, Inc. and First Council.  He has spent fifteen years as a volunteer for N.O.L.S. and is in his sixth year on The Board of Trustees

Moderator: Tim McWilliams, Director of Development, Jackson Academy

IRS Is Not a 4-Letter word! (Advancement Services)

This session aims to de-mystify IRS rules and regulations affecting gift processing.  We will talk at length about gift substantiation, donor-advised funds, and who can make a pledge and who can pay it off.  We will also look as some practical applications of the law including quid pro quo and knowing who is a legal donor, not to mention the potential exposure we create for our institutions if we don’t follow the law.

Presenter: John Taylor, Partner, Burdenski & Taylor Consulting Group

Moderator: Kim Reed, Advancement Services Manager, Western Kentucky University

Ethics for Communicators and Marketers: Remaining ethical and reputable in times of increasing competition and fast-paced communications (Communications)

Public relations and marketing professionals can get insight on how to remain trusted as you push the communications envelope. How to avoid miscommunications and misinterpretation from the perspective of a distinguished journalist.

Presenters: Kent Flanagan, retired Associated Press reporter, editor, Freedom Forum Diversity Institute at Vanderbilt University, consultant and Middle Tennessee State University journalist in residence

Moderator: Aaron Singleton, Director of News and Media Relations, Winston-Salem State University

Effective Communication at Small Colleges Using Technology (Communications)

Small colleges can produce quality communications and collateral effective enough to hang with the big guys. Get information on how you can help your small institution compete in a cost-effective way using emerging technology.

Presenter: Jim Clarkson, Director or Development at Warren-Wilson College Director

Moderator: Rudy Anderson, Manager of Internal Communications, Winston-Salem State University

Ingredients for a Successful Planned Giving Program (Philanthropy)

Learn the basics of planned giving in this interactive session led by a development professional with experience as an attorney and a trust officer. Whether or not your title includes the words "planned" or "estate", this session offers a good introduction to key indicators that will help all development officers identify potential planned giving prospects.

Presenter: Bethany Goolsby, J.D., Director of Planned Giving, University of Tennessee Health Science Center

Moderator: Tim Lanier, Director of Development, University of Tennessee-Memphis

Great Expectations: Building a Success Volunteer/Staff Team (Independent Schools - Philanthropy - All)

Join Kate Troelstra and Jim Thompson as they talk about building a successful development team where both staff and volunteers are enthusiastic, energetic, and effective. This session is great for anyone who works with volunteers! Explore the expectations of both the development office and the volunteer. Learn about the tools and must-have knowledge needed to build a successful working relationship. This session will be full of ideas and strategies for you to take back and start using immediately!

Presenters: Kate Troelstra, Assistant Headmaster for Development, Providence Day School; Jim Thompson, Former Board Chair, Providence Day School

Moderator: Tim Graham, Director of Development, St. Andrew’s Sewanee School

The Chief Development Officer as Master Chef - Ingredients for a Masterful Campaign Recipe (Philanthropy)

Take two parts alumni, 3 parts major gifts, one part academic leadership, and voila - you have a campaign - or do you? Discuss and learn what it takes to orchestrate a successful campaign, and how to lead others on campus to understand and help provide the necessary ingredients. If you are a Chief Development Officer, or some day aspire to be one, you will not want to miss this session.

Presenter: Lance Burchett, Vice President for Development & Alumni Relations, Ringling School of Art and Design

Moderator: Marci Hicks, Associate Director of Advancement/Director of Development, University of Kentucky College of Agriculture

Cultivating Faculty and Staff Giving (Philanthropy)

How to get your colleagues on board one of the newest annual giving fundraising initiatives? Many institutions overlook the impact that a faculty/staff giving program can have on overall giving efforts. We'll discuss budgets, volunteers, marketing, sponsors, and more.

Presenter: Lola Mauer, Director of Annual Giving Programs, University of South Carolina

Moderator: Michele Dodenhoff, Assistant Vice President for Development, University of South Carolina

Catching the Big Fish! (Philanthropy)

Study after study has shown that major gifts are among the most cost-effective sources of philanthropic support.  It is one thing, however, to read a study; it is quite another to secure such gifts for your institution.  June Bradham, CFRE, with thirty years of fund raising experience and over 100 presentations to her credit, is a master of what it takes to "catch the big fish."  In this presentation we will outline how to identify your largest potential donors and how to develop the right approaches to gain their lasting support.  Focused on practical, step-by-step suggestions, this workshop will get you moving in the right directions to find and get your biggest gifts.

Presenter: June Bradham, President, Corporate DevelopMint

Moderator: Hunter Scott, Director of Annual Giving, Millsaps College

Alumni Relations Seminar Series: Reach Out, Embrace, and Move Forward Together - Part 1 (Alumni - Professional Development - All)

In the early years of higher education, advancement work had a very simple mission, "To create a society of alumni so that the influence and patronage of those that it had educated may be united for support and protection and improvement of the institution." -Williams College

Today, we hear our customers requesting simple consistent messages and clear responses to their requests because they perceive the institution as ONE, not as the diversified conglomerates we have created. We can ignore our customer needs and remain in our "silos" or we can embrace these consumer comments by reaching out and creating an environment of collaborative advancement efforts. This morning session will explore customer feedback and a review of working collaborative advancement models.

Sherri Schmidt, 2005 CASE Alumni Summer Institute Faculty Chair, will present an open dialogue on building collaborative working relationships in advancement. No matter your discipline, this seminar will shed insights on how all of advancement can work together.

Presenter: Sherri Schmidt, Associate Executive Director, North Dakota State University Alumni Association.

Moderator: Kimberly Walton, Director of Alumni Relations, Norfolk State University

Student Membership and Senior Programs (Alumni)

Alumni Associations and Student-Outreach programs designed to capture your alumni market before they graduate. Find out what has been successful at alumni associations nationwide in reaching underclassmen, graduating seniors and campus leaders.

Presenter: Cami Best, Director of Alumni Programs, University of South Carolina Alumni Association

Moderator: Gretchen Bower, Marketing Coordinator, University of Kentucky Alumni Association

Sensational Events with a Small Staff on a Smaller Budget (Alumni)

Hear how two staff members at Longwood University organized the reopening of their campus' signature building, a comprehensive campaign finale, and the dedication of a campus pedestrian walkway - with zero budget and while fulfilling their roles as Director of Alumni Relations and Director of Annual Giving. Learn some tips that will help you produce a sensational event, even if you have a small staff and little funds available.

Presenters: Nancy Shelton, Director of Alumni Relations, Longwood University; and Diane Easter, Director of Annual Giving, Longwood University

Moderator: Cassandra Griggs, Associate Director of Alumni Relations, Tennessee State University

12:00 – 1:30 pm

Opportunity and Equity Luncheon

Thomas Graham is President, Pepco Region for Pepco Holdings, Inc. Over his 19-year career, Graham has held leadership positions that include Regional Vice President, Manager Strategic Accounts and Manager Billing Services & Investigations. In these assignments, he has been responsible for engineering design, customer relationship management, unplanned outage support, billing resolution, supplier support, revenue protection and energy-use management programs for Pepco’s residential, small commercial and largest commercial customers. He was also responsible for the design, implementation and management of Pepco’s Customer Advisory Board, Trade Ally Program and Community Partnership Program. The Community Partnership Program has recently received two industry excellence awards from the Edison Electric Institute and Southeastern Electric Exchange. Graham is a graduate of the University of Tampa and the Georgetown University executive leadership.

1:30-3:00 pm

WORKSHOPS

Golf as a Development Tool…including tips for beginners & high handicappers! (Professional Development)

Fore! This session will explore ways that advancement professionals can make the most out of opportunities with alumni, donors, and prospects in a golf setting.  Whether it’s at a campus course, a country club, a municipal facility, or a more extensive group golf travel destination, you don’t have to be Tiger Woods or Anna Sorenson to score on the golf course, to be a success!  Dr. Thompson has trained over 20,000 people in 500 workshops and seminars in forty states.  He has been selected by the Institutions of Higher Learning as the Entrepreneurial expert for the State of Mississippi. 

Speaker:  Dr. Thomas Michael Thompson, Professor in Marketing and Management, Delta State University and President and CEO of Swing Dynamics, Inc

Moderator: Michael Daush, Retired Dean of Admissions & former Athletic Director, Christian Brothers University

A Donor Wants To Give You What?!?!?!? (Advancement Services)

Believe it or not, some donors don’t just give us cash!  Therefore, we need to be prepared for the “weird and bizarre.”  This session will discuss the value and importance of gift acceptance policies and committees.  And we will also look as specific ways to handle several categories of “non-standard” donations, including the new IRS vehicle donation regulations.

Presenter: John Taylor, Partner, Burdenski & Taylor Consulting Group

Moderator: Vernon King, Director of Development, Millsaps College

What Reporters Expect When Covering Higher Education: Panel Discussion (Communications)

Why does the press seem to call the other institutions first? Learn how you can make your institution a favorite with the press. This session outlines how the press thinks and how to prepare your faculty, administration and students to be in the news coverage mix.

Presenters: Randy Kerner, Education Reporter, Knoxville News-Sentinel; Michael Cass, Education Reporter, Nashville Tennessean; Ken Smith, News Director, Fox 17 TV, Nashville

Moderator: Susan Barnes, Director of Alumni Development at the University of Tennessee Knoxville's College of Communication & Information

Igniting an Integrated Marketing Campaign (Communications)

Changing times and increased competition in higher education require new approaches to communication - it's called marketing. Get the steps toward successful planning, budgeting, introduction and implementation of a comprehensive marketing campaign that will impact your institution's reputation, enrollment and giving.

Presenter: William Patterson, Assistant Vice Chancellor and Chief Marketing Officer, Winston-Salem State University

Moderator: Rudy Anderson, Manager of Internal Communications, Winston-Salem State University

Writing News and Features (Communications)

The reading habits of our audiences continue to change at a rapid rate. Yet writers are still asking people with little time and many more diversions to read copy that's often as dense as Dickens. A staff writer from the Nashville Tennessean will host this session on the important elements of the craft that will make your stories sing.

Presenter: Gail Kerr, Metro Columnist, Nashville Tennessean

Moderator: Kevin Fichtner, Broadcast Associate, Auburn University

Ingredients for a Successful Planned Giving Program - Part II (Philanthropy)

Come on back for more….or stop in to get caught up! This session will be an extension of the earlier session on planned giving. Participants will delve a little deeper into the well of estate planning tools that include charitable contributions. This session will also spend even more time answering your questions and concerns about developing a proactive planned giving effort at your institution.

Presenter: Bethany Goolsby, Director of Planned Giving, University of Tennessee Health Science Center

Moderator: Tim Lanier, Director of Development, University of Tennessee-Memphis

Crossing the Red Zone: The Last 20% of Reaching Your Campaign Goal (Independent Schools - Philanthropy)

Your campaign was moving along quickly in the earlier stages, but the further you go, the more difficult it gets. When you reach 80% of your goal, you are entering what is known in football as the "Red Zone.", where every yard (real dollar) requires more and more. Why this scenario is common and what you can do about it is addressed in this session.

Presenter: Larry Edwards, Vice President for Development, Pine Crest School

Moderator: Maria Matthews, Director of Major Gifts, Girls’ Preparatory School

Fundraising Writing Workshop (Philanthropy)

Learn from one of the most experienced proposal writers in the southeast! Always a CASE favorite, Mary Kay will share her knowledge of best practices for individual and corporate proposals as well as grants. Participants are encouraged to bring samples to share. When you leave this interactive session, you will have skills you can write home (or donors!) about.

Presenter: Mary Kay Murphy, Associate Vice President for Institutional Advancement, Morehouse School of Medicine

Moderator: Marci Hicks, Assoc. Director of Advancement/Director of Development, University of Kentucky College of Agriculture

Alumni Relations Seminar Series II: Reach Out, Embrace, and Move Forward Together - Part 2 (Alumni - Professional Development - All)

Is it the right time to take a look inward, evaluate our institutional goals and possibly return to the very basics of advancement work? As advancement leaders, the opportunity may await us to create this campus synergy for change. During this afternoon session, there will be questions for participants to discuss and ponder. There will also be time for general discussion about how we can Reach Out, Embrace and Move Forward Together.

Presenter: Sherri Schmidt, Associate Executive Director, North Dakota State University Alumni Association

Moderator: John Conway, Director of Alumni Relations, Millsaps College

Alumni Giving: Anniversary, Reunion, Senior and Student Campaigns (Alumni)

Gain knowledge and leave with the tools necessary to design your own Alumni Giving programs focused on Anniversary, Reunion, Senior and Student Campaigns. The insight gained from this session will provide anyone with an alumni and/or development background with a strategy for creating a new or improving an existing alumni giving campaign. Specific focus will be given to direct mail, telephone and major gift solicitation aimed at raising funds for campus projects, endowments and annual fund uses.

Presenter: Lisa Miller, Director of Development Operations, Lynn University

Moderator: D. Todd Marrs, Director of Alumni and Parent Relations, University of Tampa

Show Me the Money: Developing Life Member Sustaining Programs & Enhancing Membership (Alumni)

In today’s climate of continued funding cuts, associations must find new sources of revenue. One such avenue is through the development of Life Member sustaining programs. Learn how one association instituted such a program, and through trial and error, enhanced it to maximize income. Also find out how to get more bang for your buck in membership marketing through goodwill marketing, statistical application, and economies of scale printing.

Presenter: Melissa Newman, Marketing Director, University of Cincinnati Alumni Association

Moderator: Jack Wilson, Director of Development, University of South Carolina Alumni Association

3:30-5:00 pm

WORKSHOPS

Etiquette for the 21st Century (Professional Development)

Proper dining etiquette is a necessary prerequisite skill that all advancement professionals should be up to speed on.   This informative and interesting session will offer a refresher course that will take the guess work out of which utensil should be used in certain situations.  Questions and Answers and a pop quiz may or may not be sprung upon us.  Lisa Blackburn has been an Aramark specialist for the last ten years.  She is a frequent guest speaker on many campuses in the Southeast and has been a favorite of college seniors and alums in preparing them for career interview over lunch or dinner.

Speaker: Lisa Blackburn, Marketing Program Manager, Campus Marketing

Moderator: Shawna Engel, Annual Fund Director, Christian Brothers University

The NCAA Halftime Commercial: 30 Seconds to Tell the Story (Communications)

You've seen them during NCAA football and basketball games - the commercials where universities try to cram the beakers and Bunsen burners of academic excellence and the smiling faces of happy student programming into thirty seconds. It's image spots versus recruitment commercials in this session that looks at the video efforts of a number of prominent universities -- some successful and some -- well, you'll have to judge for yourself.

Presenter: Jim Jackson, Broadcast Supervisor, Auburn University

Moderator: John Hachtel, Assistant Vice President for Communications and Marketing, Auburn University

Photography for the Small Office (Communications)

The presenters garnered the Grand Award in Photography at the 2005 District III conference. They will provide tips to the non-professional about finding the right shot and about what you should know and do before you raise the digital viewfinder to your eye. This presentation is a must for any communications practitioner who's learned from experience that it isn't easy getting the right photo.

Presenters: Chris English, Photography Editor and David Wilson, Photographer, University of North Carolina Greensboro

Moderator: Mike Clardy, Communications Project Manager, Auburn University

Developing Successful Public Relations Practices at Historically Black and Small Colleges (Communications)

Communications practitioners at historically black, women's and small institutions face similar challenges: limited staff and resources. Here's your chance to get information you need to get the most of what you got! Come hear from two pros that have done just that!

Presenters: Toni O'Neal Mosley, Director of Public Relations and Elise Durham Media Relations Manager, Morehouse College

Moderator: Sherre Bishop, Director of Public Relations, Tennessee State University

Annual Giving 101: Best Practices (Philanthropy)

Recommended for development professionals with 4 years of experience or less, this session will provide good and practical knowledge of how to run an annual giving operation. Kara has worked with both state-funded and private institutions in the realm of annual giving. Whether you have a staff of 10 or you are the only one, this session is for you.

Presenter: Kara Covert, Associate Vice President for Development, Eastern Kentucky University

Moderator: Amanda Slusher, Director of the Annual Fund, Eastern Kentucky University

Doing it All: Comprehensive Campaigns for Independent Schools (Independent Schools - Philanthropy)

While fairly common in higher education, the comprehensive campaign, with multiple capital and annual objectives, is new to the independent school world. Learn from the experience of Harpeth Hall and how it successfully completed a comprehensive campaign.

Presenters: Beth Boord, Director of Development, Harpeth Hall School and Ann Teaff, Head of School, Harpeth Hall School

Moderator: Bill Mott, President, Battle Ground Academy

Maximizing Opportunities for Major and Planned Gifts (Philanthropy)

Major and planned gifts just don't happen, they take a great deal of planning, cultivation, and sensitivity to donors desires. Come hear popular CASE presenter, Craig Smith lay out strategies that will help any size shop capitalize on these often illusive gifts.

Presenter: Craig Smith, Senior Consultant for John Brown Limited, Inc.

Moderator: Marci Hicks, Assoc. Director of Advancement/Director of Development, University of Kentucky College of Agriculture

The Inside Scoop on the World of Foundations (Philanthropy)

Find out what's going on in the world of organized philanthropy from the CEO of the Southeastern Council of Foundations, whose 350 members in 11 states manage more than $35 billion in assets. Martin Lehfeldt, who also spent 28 years as a college development officer and fund raising consultant to nonprofits, brings the "bi-focal" experience of having worked both sides of the asset development street.

Presenter: Martin Lehfeldt, President, Southeastern Council of Foundations

Moderator: Andy Wilson, Director of Corporate and Foundation Relations, Northern Kentucky University

Young Alumni – What do we do with them before they get old? (Alumni)

Come to this highly interactive session to find out what your colleagues are doing with their young alumni. Who are they? How do we connect with them early? Can you really program for young alumni?

Presenter: Randy Randall, Executive Director of Alumni and Community Relations, Presbyterian College

Moderator: Judy Cannon, Executive Director of Alumnae Relations, Columbia College

The Centralization of the Annual Funds within the Alumni Association (Alumni)

This session will provide an overview of the process of centralizing the annual funds within the Alumni Association at the University of Alabama. The goal was to increase the number of annual fund donors and dollars while improving fundraising efficiency and resource allocation. How is it working? We’ll review the first year of this effort.

Presenters: Candice Reed, Academic Annual Fund Coordinator, University of Alabama Alumni Association; and Pam Lyons, Assistant Manager of the Alumni Fund and Alumni Tour Coordinator, University of Alabama Alumni Association

Moderator: Carl McIntosh, CFRE, Assistant Dean, University Advancement, University of South Carolina Sumter

Legislative Advocacy and the Role of Alumni (Alumni)

Collectively, your alumni body can pack a powerful punch! In an era when colleges are having to fight for every state dollar they get, come hear about an effective program that is making a difference through a campus collaboration of students, faculty and alumni.

Presenter: Angela Crist, Vice President of Alumni Programs, University of South Florida Alumni Association