Saturday, February 4

5 - 8 pm

Registration

Sunday, February 5

8:30 am

Registration Opens - Continental Breakfast for Sunday Participants

9:00-4:00 pm

Pre-Conference schedule

Newcomers Program

Welcome

9 am - 3:40 pm

It's time to get "Fundamentally Sound"

Whether you have been with your institution for three months or three years you won't want to miss this opportunity! No matter what your goals are they will be met at this session, it's a guarantee. The knowledge and networking you gain will lay the groundwork for an exciting CASE conference as well as a solid, "fundamentally sound" professional career.

Session Leaders: Cindy Kittrell, Newcomers co-chair, director of Development, College of Fine Arts and Communication, East Carolina University; and Terry Denniston, Newcomers co-chair, Director of Alumni Affairs, The University of Tennessee at Chattanooga

10:45-Noon

Help!—How to Make the Most of Consultants in Your Campaign

Campaign consultants come in all sizes, just like the institutions they work with. Listen and learn from some of the best in the country as they discuss issues including: how to find, evaluate and hire a campaign consultant; what does it cost?; what do they do (and not do) for you?; how best to involve a consultant with the integrated team (i.e., the alumni and communications professionals)?; profile of an ideal consultant; and profile of an ideal client

The Band: Douglass Alexander, Chairman, Alexander, Haas, and Martin; James Bullock, Assistant Vice President for Advancement and Director of the Honoring the Promise Campaign, Wake Forest University; and Bobbie J. Strand, Consultant, Bentz, Whaley, Flessner

9 a.m. - 9:45 am

Welcome: CASE and Conference Overview

The key to being successful in the advancement profession is building effective relationships. If you attend the newcomers session you will not only learn how to do that but you will meet others in the field who will be mentors to you for life. Come prepared to enjoy, participate, share and take away maximum results.

9:45 a.m. - 11:30 am

Correct on Campus

Business etiquette has changed! Invest in yourself and give your confidence a boost by updating your interpersonal skills in this fun and interactive session. Learn the smooth, contemporary skills you need to make the best impression on clients and colleagues alike. We'll cover the correct way to introduce yourself and others, meet visitors in your office, chair a meeting, host a business lunch, what to wear, and we'll talk about the emerging etiquette for voice mail, e-mail, and cell phones. You'll use these techniques every single day.

Session Leaders: April L. Harris, Executive Director, University of Alabama Huntsville Alumni Association

11:30 am - 1 pm

Joint Lunch: John Lippincott

The President of Case International, John Lippincott, always brings a fresh perspective on trends in the advancement profession. Looking at our profession from the perspective of the Chief Executive, John will share the latest information as well as points that every professional should be aware. John will also be available to answer your questions and receive participant feedback.

1:15 pm - 2 pm

Advancement Breakout sessions

Learn from the best! Got questions? You'll get the answers from a seasoned group of professionals covering the basics of alumni, philanthropy, communications and independent schools.

Alumni 101

David M. Roberts, Executive Director, The University of Tennessee National Alumni Association

Philanthropy 101

Frank Bush, Executive Vice President for Institutional Advancement, Coker College, Hartsville, South Carolina

Communications 101

Mimi Cunningham, Assistant to the Chancellor for University Relations, University North Carolina Wilmington

Independent Schools 101

Steven Hearn, Assistant Headmaster for Institutional Advancement, Girls Preparatory School, Chattanooga, Tennessee

2 pm - 2:15 pm

Networking Break

2:15 pm - 3 pm

"It's Jay Leno…no it's Laney Funderburk"!

Retired Alumni Relations Director at Duke University, leading a lively group interaction with our 101 professionals on their best advice, worse mistakes.

3:05 pm - 3:40 pm

"A View from the Top"

Chancellor Emeritus Fred Obear pulls it all together with his candid observations of higher education mixed with his dry wit which will leave you "Fundamentally Sound."

Dr. Fred Obear has served twice as the Chancellor of The University of Tennessee at Chattanooga, once for 16 years before retiring in 1997 and then most recently in 2004-2005 when he served a one-year stint as Interim Chancellor.

Pre-Conference

Noon-1:15 pm

Joint Luncheon

Guest Artist: John Pulley, Money and Management Editor, The Chronicle of Higher Education

8:30 a.m.

Registration Opens - Continental Breakfast for Sunday Participants

9 am - 3:40 pm

Are you Ready? Integrated Marketing in Advancement

Radical changes in the way educational institutions market themselves to alumni, donors, and the general public are not simply coming….they are here! No matter your discipline or type of institution, this is one pre-conference program you will not want to miss.

Participants will join in a lively day-long discussion about how education will be funded and supported in the future, and how these changes will impact all areas of advancement. Nationally renowned guru Larry D. Lauer, Vice Chancellor for Marketing and Communication at Texas Christian University, will kick off an opening session that will look at the big picture as well as the major issues. Larry will be followed by CASE 3 heavy hitters Howard Lipman, Vice President for Advancement at Florida International University, and Greg Carroll, Vice President for Public Relations and Marketing at Furman University and Laney Funderburk, retired Executive Director at Duke University, for a more detailed look at how trends are impacting in our own back yard. All of the sessions will be highly interactive and examine changes in the demands consumers will drive specific changes in fund raising, alumni relations, marketing, communications, technology, and all the areas that support them.

Change is coming, no doubt about it. And it's far better to lead it than to resist. You won't want to miss this opportunity to share you concerns and hear the ideas of colleagues who are out in front of the wave.

11:30 am - 1:00 pm

Lunch: John Lippincott

The President of Case International, John Lippincott, always brings a fresh perspective on trends in the advancement profession. Looking at our profession from the perspective of the Chief Executive, John will share the latest information as well as points that every professional should be aware. John will also be available to answer your questions and receive participant feedback.

Senior Professionals Institutem

The Senior Professionals Institute is a specially-developed program for advancement professionals with at least 10 years of experience, who serve in senior positions of leadership at their respective institutions. Ideal for, but not limited to, Presidents, Vice Presidents, Deans and Heads of School, this session will be conducted in a "hands on" manner. Participants will not simply sit and listen, but will become a part of the program through their interaction.

9 a.m.

Continental Breakfast

9:30 a.m.

Welcome and Introductions

9:35 - 11:30 a.m.

A Discussion of Best Practices in Leadership and Fund Raising: A Review of The University of Maryland, Baltimore County's Harvard Case Study

Dr. Freeman Hrabowski
President
The University of Maryland, Baltimore County

Sheldon Caplis
Vice President for Institutional Advancement
University of Maryland, Baltimore County

Popular District III keynote speaker, Dr. Freeman Hrabowski and UMBC's Vice President for University Advancement, Sheldon Caplis, will lead an intense and interactive session discussing critical issues outlined in their Harvard Case Study. This session promises to challenge senior professionals to think outside the box in addressing the important fund raising issues of today.

11:30 a.m. - 1:00 p.m.

Lunch: John Lippincott

The President of Case International, John Lippincott, always brings a fresh perspective on trends in the advancement profession. Looking at our profession from the perspective of the Chief Executive, John will share the latest information as well as points that every professional should be aware. John will also be available to answer your questions and receive participant feedback.

1:30 - 2:45 p.m.

Are the Fundamentals of Fund Raising Changing?

Dr. Rita Bornstein, President Emerita and the George D. and Harriet W. Cornell Chair of Philanthropy and Leadership Development,Rollins College

In an ever changing environment, maintaining a successful fund raising program is a challenge. Rita Bornstein will address how senior professionals can adapt to these changes and maintain a high level of excellence in the future.

2:45 p.m.

Break

3 p.m.

What we know and where we are headed: An overview of the Advancement Literature

Dr. Tim Caboni, Director of Special Projects, Peabody Center for Education Policy, Vanderbilt University

This seminar will address the current state of advancement research and how it might be used to inform institutional best practices. Additionally, attendees will discuss the role of senior advancement practitioners in professionalizing the field.

4 p.m.

Opening Session

5 p.m.

Super States Reception

Monday, Febuary 6

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.

E- fundraising from Blogging to E-cards - Mimi Ward, Senior Development Director College of Arts and Sciences, University of Kentucky

Naming Opportunities: Donor Pros and Cons to the Name Game - Leigh Perry, Director of Development, College of Engineering, University of Kentucky

Building and Leading a New Advancement Program - Laurel Martin, Director of Development, College of Education, University of Kentucky

How Does your Website Relate in a Wi-Fi World - Bob Edwards, Assistant Vice President of University Relations, Western Kentucky University

Words from the Wise, Q&A with Seasoned Professional - Lofton Stuart, Executive Assistant to the President, University of Tennessee

The Good, the Bad, and the Ugly: Alumni Chapter Programming - Star Sawyer, Director of Club Relations & Special Interest Groups, University of Florida

Dr's Lawyers, MBA's: Professional School Advancement Hot Topics -

Integrated Advancement Shop Steve Hearn, Assistant Head for Advancement, Girl's Preparatory School, Chattanooga

New and Improved Campaign Communications - Aaron Singleton, Communications Director, Winston Salem University

9:00 am

Opening Session

10:00-10:30 am

A Networking Break

10:30 - 11:45 a.m.

Workshops

Recreating the Graphic Identity (Communications)

A coordinated graphic identity is no longer optional for institutions that find themselves in the midst of competitive environments. Vanderbilt University recently recreated its logo and instituted other graphic requirements for the campus. This session will highlight Vandy's successful process for planning, creating and introducing a comprehensive graphics change to the University community.

Presenter: Judy Komisky Orr, Assistant Vice Chancellor, Creative Services, Vanderbilt University

Marketing and Branding for Schools (Independent Schools - Communications)

A short introduction into marketing and branding for independent elementary and secondary schools, community and small colleges - What makes up a brand identity? Is branding just for large institutions? Explore the elements of marketing and branding and how to apply those concepts to your institution.

Presenter: Lisa Robinson, Marist School

Speechwriting for the President (Communications)

Translating an institution's key messages to a wide range of constituents while remaining "true" to another person's unique voice is just one of the challenges faced by a University speechwriter. This session provides timely tips necessary for success and will be especially helpful to those for whom speechwriting is an infrequent but important assignment.

Presenter: Chuck Toney, Policy Analyst and Speechwriter, University of Georgia

Lifting the Weight of Bureaucracy (Philanthropy)

Do you feel weighed down when trying to work together within a large institution? Do the many procedures and numerous offices impede your ability to run an effective development office? Collaborating development efforts within a large institution while maintaining philanthropic best practices can be challenging. Lisa M. Dietlin, President and CEO of Lisa M. Dietlin and Associates, Inc., will share her insights and practical methodology on how to work with and not against a complex institution. With over 15 years of managing and leading development offices within university systems, Dietlin promises to deliver valuable tools and philosophies that will help you run an effective and successful development office.

Presenter: Lisa M. Dietlin, President & CEO, Lisa M. Dietlin & Associates, Inc.

Reunion Gifts: Do they really raise significant gifts for Independent Schools? (Independent Schools - Philanthropy)

This session will explore the feelings generated by graduation anniversaries and if they truly motivate charitable giving for your institution. You will hear proven techniques and the theory behind how your institution can get a reunion gift program started or more fully developed.

Presenters: Michael J. Littell, Vice President for Advancement, Chuck Willenbrink, Director of Advancement, and Dan Hans, Asst. Director of Advancement-Constituent Relations, St. Xavier High School, Louisville, Kentucky

Women and Philanthropy (Philanthropy)

This session will focus on points specifically related to the use of giving circles in higher education to encourage women to recognize themselves as philanthropists; to provide an opportunity for women to pool funds to be collectively distributed; and to assist women in growing in their philanthropy or identify major gift prospects.

Presenters: Susan Neymar, Ed.D, Director of Annual Giving, University of Arkansas and Pam Parsons, Associate Vice President for Development, University of Alabama.

Driving Institutional Decision-Making with Research and Data: A guide to the Knowledge Base and its Utility for Alumni Relations (Alumni)

This session will provide an overview of the academic research literature focused on advancement and alumni relations. The uses of this body of knowledge for practicing alumni relations professionals will be discussed. Participants also will explore the uses of these data for organizational decision-making and planning.

Presenter: Timothy C. Caboni, Ph.D., Lecturer in Public Policy and Higher Education, Peabody College of Vanderbilt University

Alumni Chapters Today and Tomorrow (Alumni)

Chapter programs can no longer get away with the "beer-and-pretzel happy hours" or strolling out the basketball coach twice a year to constitute a year's worth of effective programming Not only does that not meet our mission-driven strategic plans, but these types of events are lower on the priority list of the "what's in it for me" generation of alumni. Thus, we need to focus our efforts on the Chapter programs that reside at the busy intersection of alumni interests and our association's mission. Specifically, this session will highlight chapter structure models, innovative programs, and attention-grabbing marketing, and evaluation and assessment tools.

Presenters: Paul J. Clifford, Associate Vice Chancellor for Alumni Relations, East Carolina University; and Christianne Chambers, Director of Alumni Relations, Coastal Carolina University

Alumni Admissions Programming: Utilizing the Past to Perfect the Future (Alumni)

This workshop will highlight programs and events your alumni can become involved in that will assist your admissions office in recruiting and enrolling first year students. From identifying prospective students to representing your institution at college fairs to attending admitted student receptions, alumni can be a tremendous asset in the admissions recruiting process.

Presenter: Tanea Pettis, Coordinator of Affinity Reunions & Alumni Admissions Programs, University of North Carolina at Chapel Hill

Get 'em While They're Young: Alumni Orientation for Students (Independent Schools - Alumni)

Baylor School is well known for its alumni involvement. One secret is to orient student before they become alumni. Hear how this experienced Alumni Director works with students to garner their future involvement.

Presenter: Rob Robinson, Director of Alumni, Baylor School

12 - 1:30

Senior Professional Luncheon

1:30 - 3:00 p.m.

Workshops

Coordinating Communications with Your Admissions Program (Communications)

The messages, subtle and not-so-subtle, that colleges and universities send to their prospective students can begin to build the foundation for life-long institutional loyalty or create unredeemable confusion and disappointment. Meet with two marketing professionals who have worked effectively to remake their institution's enrollment management communications programs.

Presenters: Camille Barkley, Director of Marketing, Auburn University and William Patterson, Assistant Vice Chancellor and Chief Marketing Officer, Winston-Salem State University

Using Photoshop with Digital Photography (Communications)

Want to learn more about Photoshop? David Wilson and Chris English show you what they do every day with Photoshop. The more we rely on digital photography, the more we need to keep up with the latest Photoshop skills. This session will highlight Photoshop techniques that will help your photography and design departments. Tips will include how use the extract tool, background eraser, advantages of using layers, color correction and more.

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

Capital Campaign Communications (Communications)

A successful capital campaign communications program involves a complex mix of messages, audiences and communications vehicles. Finding the right balance of all of these components can be a daunting task. This session outlines the essential elements of a comprehensive campaign communications plan including specific examples of strategies that have worked to complement the efforts of the development team.

Presenter: Mark N. Levine, Director of Campaign Communications, Leonard M. Miller School of Medicine, University of Miami

How proper stewardship can lead to growing an organization's major gifts program (Philanthropy)

How do you bring donors to the next giving level? Does your office strategically steward prospects? Do you know how to read and analyze giving patterns? The best major gift prospects are the ones already giving to your organization. Lisa M. Dietlin, President and CEO of Lisa M. Dietlin and Associates, will give you the tools and information necessary to build your major gifts program through strategic stewardship of an already established pool of annual fund and other donors. Dietlin has successfully raised over 20 million dollars for higher education institutions and will share her advice and expertise in cultivating major gift prospects.

Presenter: Lisa M. Dietlin, President & CEO, Lisa M. Dietlin & Associates, Inc.

Fundraising Ethics (Philanthropy)

Hear two leaders in the most prominent fundraising professional organizations, CASE and AFP, discuss ethical issues facing organizations today. The range of topics will include salary incentives to campaign reporting issues to gift acceptance policies.

Presenters: Tim Burcham, Vice President & Executive Director, KCTCS Foundation and Chair-Elect, Association of Fundraising Professionals and a Representative from CASE International, TBD.

Building Committed Gift Support for Independent Schools (Independent Schools - Philanthropy - All)

Come hear cases of how a variety of independent schools have developed consistent and regular gift support by cutting out cancerous fund raising efforts that either drain the school of valuable resources or don't effectively move the ball forward. That t-shirt or candy sales effort may be all that is holding your school back from raising significant dollars. You will learn the experiences that allowed Briarcrest Christian School to double its annual giving in just one year.

Presenters: William McGee, President, Briarcrest Christian School and Skip Redman, Vice President of Advancement, Briarcrest Christian School

Young Alumni Giving: A look at how public institutions in Kentucky joined forces to create a program to boost young alumni annual fund participation (Philanthropy)

Join in a discussion with our panel to learn how innovative programs such as the Kentucky Challenge helped to boost young alumni giving at participating institutions. Perhaps you can also join forces with institutions similar to yours to create an atmosphere of competition to encourage recent graduates to give.

Presenters: William Skaggs, Director of the Alumni Fund, Western Kentucky University, Dr. Steve Milburn, Director of Special Projects, University of Louisville, and Amanda Slusher, Eastern Kentucky University

Keys to Developing Alumni Boards (Alumni)

The session will provide information on establishing and operating highly productive advisory/development boards. Topics include: guidelines for establishing a board, methods for involving board members in setting priorities and goals, policies for retaining supportive board members and releasing nonproductive participants, procedures for attracting new board members and techniques for productive meetings. Problems and pitfalls of advisory/development boards will also be covered. A technique for linking the personal interests of board members to development goals will be presented.

Presenter: A. Wayne Bennett, Ph.D., PE, Senior Development Counsel, Clemson University Foundation

Homecoming: Building on our Proud Past, Planning for a Bright Future (Alumni)

The William & Mary Alumni Association hosts an elaborate homecoming celebration each fall, complete with traditional events such as the parade and Homecoming Ball, reunion events for 9 reunion classes, and special programs for specific interest groups. The WMAA Programs and Special Events team will walk you through the elements of this CASE award winning Homecoming production, and discuss plans currently underway to revolutionize reunion planning at William & Mary.

Presenters: Jennifer E. Hayes, Director of Alumni Programs and Special Events, William and Mary Alumni Association; Kristin Tarrant, Associate Director of Alumni Programs and Special Events, William & Mary Alumni Association; and Cindy Garrett, Associate Director of Alumni Programs and Special Events, William and Mary Alumni Association

Role of the Alumni Office in a Capital Campaign (Alumni)

Perhaps you've been there yourself or can see it in your future. Your institution is about to undertake the most ambitious capital campaign in its history. Naturally, the alumni office is expected to play a key role in ensuring the campaign's success. And, by the way, you'll get no additional staff and no additional budget (in fact, it would be nice if you could reduce expenses just a bit, thank you.) Sound familiar? Come see how the folks at Centre College responded to that challenge with a plan to not only exceed the capital campaign's financial objectives, but to emerge with a stronger alumni association as well.

Presenters: Shawn J. Lyons, Associate Vice President for Development & Alumni Affairs, Centre College; and Jacky Thomas, Associate Director of Alumni Affairs, Centre College

3:30-5:00 pm

Workshops

How Designers and Writers Work Together (Communications)

The art of design and the art of writing are all too often seen as separate components of the communications process -- more often than not, it's the writers and the designers themselves who perpetuate this misapprehension. Join UCDA's Tadson Bussey as he offers practical advice about successfully blending the talents of artists and wordsmiths.

Presenter: Tadson Bussey, Executive Director, University & College Designers Association

High Tech with a Personal Touch - Digital School Marketing (Independent Schools - Communications)

Technology is playing a larger role in the way we communicate with our school communities. Learn about some of the latest techniques, such as unique ways to use your web site and digital videos, which help attract families, improve communication, and build relationships without losing the important personal touch our constituents need.

Presenters: Hank Battle, Headmaster of Forsyth Country Day School and Taylor Foster, Student, Forsyth Country Day School

How to Create a Crisis Communication Plan for Your Campus (Communications)

The problem with creating a crisis communication plan is that most of them are developed in the weeks following a crisis. Here's your chance to get all the information you need to be ahead of many of your colleagues who wish they'd attended a session like this before the crisis hit the campus.

Presenter: Cynthia J. Lawson, Vice President for Communications and Strategy Development, University of North Carolina

Successful fundraising practices for medium to large sized annual giving offices (Philanthropy)

What are we doing to advance our departments and ensure the best practices are being followed? What are the hot topics within the annual giving arena for medium to large institutions?

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

Fundraising as Storytelling: Telling the Institution's Story in Ways that Connect with Donors (Philanthropy))

Major Gift Officers must find ways to connect with the individuals they meet and attempt to re-engage alumni with the institution once again. Hear how story telling can lead to wonderful relationships and substantial gifts.

Presenter: Richard Trollinger, Vice President for Advancement, Centre College

The Role of the Volunteer in Fundraising (Philanthropy)

We all know that volunteers play a vital role in virtually every aspect of educational fundraising. In short, to maximize our success, we need our volunteer network hitting on all cylinders. This session focuses on strategies that will help you harness your volunteer team.

Presenters: Leigh Perry, Director of Development, University of Kentucky College of Engineering and TBA

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

Alumni and the Internet: How to get and keep your constituents tuned in and logged on (Alumni)

In today's information age, using the Internet to communicate with our alumni just makes good business sense-it's perpetual, instant, convenient, and most of all economical. But is our use of digital media really reaching our alumni and building an online community? Learn how to maximize the effectiveness of e-communications and web sites and avoid common pitfalls in utilizing digital media to keep your alumni engaged and informed.

Presenter: Ryan R. Bladzik, Alumni Communications and Web Editor, University of Miami Alumni Association

Life Member Sustaining Programs & Enhancing Membership (Alumni)

This session will focus on the creation and growth of the University of Kentucky Alumni Association's Life Member sustaining program, the Wildcat Society, as well as the methods and strategies that were utilized to increase and enhance the association's membership program, including doubling the average direct mail response rate through the utilization of goodwill marketing, statistical application, segmented mailing, and leveraging economies of scale within printing.

Presenter: Melissa Newman, Associate Director for Marketing, University of Kentucky Alumni Association

For the Ages: Age Specific Programming for Alumni/ae (Independent Schools - Alumni)

Utilizing age specific alumnae programming, Hutchison School was able to increase alumnae involvement significantly. Learn how by segmenting its alumnae programs by the age of the alumna, Hutchison School turned it alumnae program around.

Presenter: Kacey Hickey, Alumnae Director, Hutchison School

Starting at 6:45 p.m.

Special Event

Take the Night Train
To Nashville

This year's special event take us to the world-famous Country Music Hall of Fame and Museum, located just a few blocks from the Renaissance Nashville Hotel. This venue offers something for everyone. The permanent exhibit, "Sing Me Back Home: A Journey Through Country Music," draws from the museum's rich collection of costumes, memorabilia, instruments, photographs, manuscripts, and other objects to tell the story of country music.

The Museum will open for CASE III members at 7 p.m. Take a leisurely self-guided tour through this three-story showcase which ends in the spacious Conservatory, where the party begins at 8:30 p.m. One of Nashville's finest show bands will keep the dancing going until midnight. There will be plenty to eat and drink. Coffee, desserts, and "unplugged music" will be offered in the tranquil setting of the Hall of Fame Rotunda. You will not want to miss this event!

Buses will run continuously from the hotel to the Country Music Hall of Fame and Museum from 6:45 p.m. until midnight.

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.

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

Gadgets, gizmos and 21st Century Technology

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

From Matures to Millennials Balancing Communications Media Among Generations - Dee Die 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

Words from the Wise, Q&A with Seasoned Professional - Lofton Stuart, Assistant to the President, University of Tennessee

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

What ASAP can do for your student organization - Andy Carr, ASAP District 3 Representative, Northern Kentucky University

The Good, the Bad, and the Ugly: Alumni Chapter Programming -- Sarah Weeks, Director of Alumni Programs, The University of Tennessee

9 - 10 a.m.

Plenary Session

10:00-10:30 am

A Networking Break

10:30-11:45 am

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

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

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

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

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

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

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.

Presenter: Sherri Schmidt, Alumni Director at the North Dakota State University Alumni Association, will present and open dialogue on building collaborative working relationships in advancement. No matter your discipline, this seminar will shed insights on how all of advancement can better work together.

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, Advertising, Student and New Graduate Programs, University of South Carolina 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

12:00 – 1:30 pm

Opportunity & Equity Luncheon

1:30 - 3 p.m.

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.

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

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: TBA, Reporter from the Nashville Tennessean

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

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

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

Fundraising Issues in Professional Schools (Philanthropy)

A former development officer with the University of Rochester's Medical Center, Craig Smith will lead a discussion on the current issues facing advancement offices responsible for raising funds for graduate and professional programs. In this session, we'll look closely at both the similarities and vast differences in fundraising for graduate and professional schools. A must for any fundraiser who has graduate/professional school responsibility.

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

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

Creating an Education and Travel Program at a Major Research University: the Perils and the Challenges

Promoting the educational mission of our individual colleges is at the core of our existence. Rolling out the education initiative to our alumni can be perilous and challenging, but very rewarding. Learn how a major research university created an effective Education and Travel Program

Presenters: Rachel Davies, Director of the Alumni Education and Travel Program and Assistant Director, Duke University Alumni Affairs

Alumni Marketing from a Mega- Corporate Point of View (Alumni)

This exciting program will take a look at marketing to alumni….from a corporate perspective. Come hear some of the insights that CHASE employs when developing strategic marketing programs to encourage your alumni to sign up for their many valuable services. Ever wonder how the REALLY big boys do it? Come learn from one of the best in the industry that will give you insights you have not considered.

Presenter: Leigh Cravotta, Vice President, Strategic Business Units, CHASE Bank Card Services

3:30-5:00 pm

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

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

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

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

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.

Presenter: Beth Boord, Director of Development, Harpeth Hall School

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.

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

Alumni Membership and the Annual Fund Working in Tandem (Alumni)

This session will provide an overview of the process of centralizing the annual funds with 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, Alumni Fund, University of Alabama Alumni Association

Young Alumni Programming (Alumni)

If you get these young alums hooked early, they can be some of your most loyal alumni and best donors as they grow older. Come hear of successful programs that have engaged and involved even the youngest of alumni.

Presenter: Randy Randall, Alumni Director, Presbyterian College

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. Our speaker has first hand experience of tough legislative battles and how alumni can play a key advocacy role.

Presenter: Lisa Lewis, President, University of South Florida Alumni Association

Wednesday, February 8

8:00-9:00 am

Continental Breakfast

9:00-10:15 am

Parting Keynote Speaker - TBA