Saturday, February 4

5 - 8 pm

Registration

Sunday, February 5

8:30 am

Registration Opens - Continental Breakfast for all Sunday Participants

9:00-4:00 pm

Pre-Conference schedule.

Newcomers Program

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

9:00-9:45 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.

9:45-11:30 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 Leader: April L. Harris, Executive Director, University of Alabama Huntsville Alumni Association

11:30-1:00 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.

1:15-2:00 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

2:00-2:15 pm

A Networking Break

2:15-3:00 pm

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

Director Emeritus, Duke University Alumni Affairs, leading a lively group interaction with our 101 professionals on their best advice, worst mistakes.

3:05pm-4:00 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 Program

8:30 am

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 III 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, Director Emeritus, Duke University Alumni Affairs, 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 functions of 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.

11:30-1:00 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 Institute

9 am

Continental Breakfast

9:30 am

Welcome and Introductions

9:35 - 11:30 am

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 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.

1:30 - 2:45 pm

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 pm

Break

3:00 pm

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.

4:00 pm

Opening Session

5:00 pm

Super States Reception