Breakfast Roundtables

Thursday, March 15, 2018

Welcome to CASE District I! A Breakfast Roundtable for First-time Conference Attendees

Speakers:

Trish Duff

Christine Tempesta, Senior Director, Information Systems & Volunteer Services, Massachusetts Institute of Technology

Principal Gifts Philanthropy: it’s all about the relationship!

Whether you are thinking about starting a Principal Gifts program, or currently have a program that needs re-examination or rejuvenating, and regardless of the number of zeros that define a principal gift at your institution, the premise is the same- it’s all about the relationship with the donor! Develop an awareness of the key elements of an institution-wide culture committed to a principal gifts program that leads to transformational philanthropy. Consider the resources and people you can assemble throughout your institution to work towards a successful program.

Speakers:

Abbie von Schlegell, Principal, von Schlegell & vo
Abbie has been in development for over 40 years as a consultant nationally and as a senior development officer with 4 nonprofits. She has special expertise in women’s philanthropy and edited Women as Donors, Women as Philanthropists, published in 1993. At Stanford University she was Director of Major Gifts for Silicon Valley. At the University of Chicago, she directed major gifts in metropolitan Chicago. Abbie also was Chief Development Officer for Shakespeare Theatre Company in Washington, D.C.

Natalie Matus, Director of Leadership Gifts, Miss Hall’s School
Natalie Matus, Director of Leadership Development at Miss Hall’s School (an independent girls’ high school) has 25 years of experience as a development professional and volunteer. She was Associate Head for Institutional Advancement at Solomon Schechter Day School and Director of Annual Giving at Concord Academy, where she was also responsible for major gifts. She also worked at Simmons School of Management. She holds an MSW and MBA from Simmons College and a BA from Brown University.

Event Metrics of the Year: 2017

Join this roundtable to discuss real, actual data on event attendance – the good, bad, and ugly. Bring your real metrics, both hits and misses, high and low, from 2017 events to share, along with lessons learned, if applicable, from pilots and pipe dreams gone awry. The table leader promises full transparency on event and marketing strategies deployed in the past year and some useful takeaways on thinking creatively about event metrics.

Speaker:

Joe McGonegal, Director of Alumni Education, MIT

To What End: Moving Brand Position with Your Magazine

Do people outside of your alumni body read your magazine? Does your institution’s editor align the editorial and art direction of the magazine with the school’s strategic communications and brand position? Join Briee Della Rocca, contract editor of the Bennington magazine and Duncan Dobbelmann, Chief Communications Officer, to learn how Bennington has begun to develop a brand magazine that has fed the College’s content marketing and influencer strategies and has helped to powerfully reposition the College by developing editorial themes, stories, and bylines that appeal to affiliated and unaffiliated audiences. They will help you rethink your approaches to magazine storytelling, distribution plans, budgeting, content form, as well as the most telling ROI and brand measures.

Speakers:

Briee Della Rocca, Editor & Creative Director, Twenty Six Vision llc
Briee Della Rocca is a branding and publishing consultant and editor /creative director of Bennington. She has developed breakthrough content, integrated marketing and influencer campaigns that advanced Bennington’s national reputation with leaps in US News recognized by The Washington Post in 2014. In 2013 she led a top-to-bottom redesign of the magazine, which has attracted renowned contributors, seeded strategic stories, moved brand position, and informs all institutional storytelling.

Duncan Dobblemann, Chief Communications Officer, Bennington College
In this role, he leads all of Bennington’s communications and branding. Prior to Bennington, he was director of the Learning Center at Brooklyn College and has taught literature at Brooklyn College, Baruch College, and New York University. He has a PhD in English from the CUNY Graduate Center and has published translations in journals such as Boston Review, Grand Street, Harper’s, and Provincetown Arts; fiction in Conjunctions; and a chapbook of prose poems called Tronie (Harry Tankoos Books). He has published an article on the poet George Oppen in Paideuma and co-authored (with Isabel Roche) an essay on the Bennington College curriculum for The College Curriculum (Peter Lang).

Take an Alum to Lunch Day

“Take An Alum to Lunch Day” was created as a way to encourage Harvard Business School alumni around the world to use some new features on our alumni website to find an alumnus/a who lives or works near them and go out to lunch together for a little global networking fun. In the year prior to the first TAATL Day in 2016, we had introduced two networking tools: a mapping tool to help alumni find others who work or live near them, and an Alumni Messaging email service that lets alumni communicate securely and easily. The concept behind the event was to get alumni to use the mapping feature to find an alumni in their community, send that person an email invitation to lunch (or coffee, etc.), and then, on the given day, snap a selfie and share a message about their meeting on one of our social media streams using #HBSalumlunch. We promoted the event through ads in our alumni magazine and enewsletter. We also produced a simple video of our Alumni Board president inviting alumni to participate. And we built interest on social media by launching a lively conversation among alumni around the topic “Who from business history would you most want to have lunch with?” The entire campaign generated over 1,000 clicks, likes, shares, and messages on social media, and more than 60 alumni shared selfies from around the world. (We also offered $25 gift cards for the “best” 10 selfies. ) No staff time was needed as the lunches were DIY. Total cost of the event was under $3000, for the video and ad production and the gift cards.

We repeated the event in 2017, with about the same results. One new development: one of our deans hosted a networking lunch on campus for alumni who work for the school, which drew more than 40 attendees. The cost was under $500 because we reused the original ad and skipped the video and the gift cards.”

Speaker:

Bill Weber, Director of Alumni Communicatiosn, Harvard Business School
Bill Weber is Director of Alumni Communications for Harvard Business School, responsible for all broad-based communications (magazine, website, enewsletters, social media, multimedia work, special publications) and marketing of alumni programs and events for the school’s 80,000+ global alumni. In his eight years at HBS , his award-winning team has earned a Webby, Hatch Award, W3, and numerous CASE awards. Prior to HBS, his career has spanned print journalism, online news, custom publishing, and nonprofit communications and marketing.

Alumni Volunteer Boards

We’ll talk about the importance of alumni leadership recruitment and orientation, setting reasonable and mutually agreed upon expectations, and exit strategies for alums who simply may not embrace their roles, no matter how hard you’ve tried to keep them engaged and on task.

Speaker:

Michael Stenko, Director of Alumni Affairs, Eastern Connecticut State University
Michael Stenko has 30 years of experience providing management and direction to volunteer leadership boards, developed over a 15-year career as a senior level manager with the American Red Cross, and again in his second career in alumni relations. He has board management responsibilities in his current role as director of alumni affairs at Eastern Connecticut State University, as well as with the UConn Alumni Association, where he served as managing director. He is a member of the CASE District 1 Board, chairs the CASE CT Regional Programs Committee, and has been a past member of the District 1 Conference Committee.

Glad to Go Grad? Weighing the Value of Graduate Degrees in the field of Advancement

While our professional field champions higher education as a worthwhile investment to donors, does this translate into valuing graduate degrees in hiring practices and career progression within Advancement? In this table session, we discuss the pros and cons of pursuing a graduate degree (or degrees), some of the potential factors to consider in making this decision, and ways that our institutions can help encourage more professionals to pursue graduate education.

Speaker:

Kevin Fleming, Ph.D., Director of Alumni Relations, Emerson College
The session is led by Kevin Fleming, who holds a Ph.D. in Higher Education Administration from UMass Amherst and a Master’s degree in College Student Personnel from Bowling Green State University.

Virtual Networking

Speaker:

Yanick Dahan, Alumni Officer, External Partnerships, Concordia University

Who to Meet: Key Campus People to Know for Advancement Professionals

Speaker:

Kevin Wesley, Executive Director of Alumni and Friends Engagement and the Clark Fund, Clark University

Guidebook Explained. Get the Most of out the Conference Mobile App

Tips for using the mobile conference app to maximize the conference experience.

Speakers:

Elyssa Kelly, Associate Director of Alumni Relations, University of Connecticut Foundation
Elyssa Kelly is the Director of Alumni Relations, Pharmacy and Social Work at the UConn Foundation. In this role, she leads the alumni engagement efforts in the Schools of Pharmacy on the Storrs Campus and Social Work on the Hartford Campus. Prior to working at the UConn Foundation, Elyssa was a Senior Account Director at Hager Sharp, a public relations firm in Washington, D.C. that solely focuses on communications for the common good. There she oversaw the digital media projects for the National Assessment of Educational Progress (NAEP) run by the National Center for Education Statistics (NCES) within the Department of Education. She got her foray into education policy and programs at Achieving the Dream, a national higher education nonprofit focused on community college student success. Elyssa holds a Bachelor of Arts in Political Science from UConn and Master of Public Administration from American University.

Angela Coulombe, Director of Communications for Institutional Advancement, University of New England
Angela Coulombe is the Director of Communications for Institutional Advancement at the University of New England. In her role, she fosters and promotes Institutional Advancement’s mission of engaging alumni, friends, students, parents and colleagues in the vision, plans, goals and accomplishments of the University. Angela holds a BA in Art and Design from Nottingham University, England. She participated in the ERASMUS Program (a European Union (EU) student exchange program) from 1995-1996 studying in the department of Fine Arts at the University of Barcelona, Spain, and holds a BTEC in Art and Design from Brighton College, England.

The Road to Success- bringing your campaign message to alumni and friends through regional events

In support of the public phase of MIT’s Campaign for a Better World, events were held in 12 cities around the globe. Learn how our collaborative process engaged colleagues throughout MIT and energized the global MIT community to set new attendance records and amplify the core messages of the campaign.

Speakers:

Katie Alwart, Campaign Strategist & Gift Officer, Massachusetts Institute of Technology

Jamie Brogioli, Director, Alumni & Friends Engagement, Massachusetts Institute of Technology

The Challenges of Community College Alumni Engagement

We would like to discuss the challenges of engaging community college alumni, many of whom have not heard from us in years, or who have moved on to receive advanced degrees at other institutions. How can we re-engage these alumni, and find ways to inspire them to give to our institution?

Speakers:

Lindsay Graham, Director of Scholarships, Alumni & Community Relations, Northern Essex Community College
Lindsay Graham is the Director of Scholarships, Alumni and Community Relations for Northern Essex Community College (NECC). Lindsay has worked for Northern Essex for the last 11 years, in the Office of Institutional Advancement. Throughout her career, Lindsay has provided current students with scholarship opportunities, and worked to create connections between the college, its alumni and current students. Lindsay enjoys working with students while they earn their degree at NECC, and staying connected as they navigate life after college.

Jean Poth, Vice President Institutional Advancement, Northern Essex Community College
Jean is passionate about education. She started her career at NECC as a faculty member in the Business Division and was soon appointed Department Chair by her colleagues. She moved into administration when former NECC President John Dimitry appointed her Dean of Business. She has continued to move forward in her career with the support of the former President David Hartleb and current President Lane Glenn as Vice-President of Institutional Advancement and Executive Director of the NECC Foundation

Doing More with Less – Managing your Digital Budget to Increase Leads

Discussion on how to optimize your existing online properties and maximize the budget potential to increase qualified leads.

Speaker:

Rebecca Oliver, Assistant Director of Marketing, Lasell College
Rebecca Oliver specializes in digital marketing and brand awareness for HIgher Education institutions.

Instagram Takeovers

Even though Instagram Takeovers may seem trendy, they can be a valuable aspect of any Instagram marketing strategy. If you are wondering what Instagram takeovers are and how to organize them to boost your Instagram marketing efforts, this roundtable is for you! We’ll review the steps of a successful, CASE Award winning Instagram Takeover program at Northeastern University.

Speaker:

Jordana Torres, Associate Director – Social Media, Northeastern University Office of Alumni Relations
Jordana Torres has been at Northeastern University since 2011 in a variety of positions of increasing responsibility. As Associate Director of Social Media, a position she has held since 2015, she manages a social media presence and regularly corresponds with key team members and departments to outline and drive comprehensive social media strategies for Facebook, Twitter, Instagram, LinkedIn, and YouTube. During her tenure, she has grown Facebook, Twitter, and Instagram audiences by 330%, 320%, and 1,250%, respectively. She maintains an average TER (Total Engagement Rate) on Twitter of 2.39%, more than 3X greater than the platform average of 0.7%.

Friday, March 16, 2018

Welcome to CASE D1! A Breakfast Roundtable for First-time Conference Attendees

Speakers:

Trish Duff

Christine Tempesta, Senior Director, Information Systems & Volunteer Services, Massachusetts Institute of Technology

From There to Here: How Our Prospect Management Procedures and Reports Have Morphed During Our Campaign

I will present the evolution of prospect management from the onset of our campaign. In the beginning – a highly organized, though somewhat complicated system of prospect management with the potential of a highly effective program. At present – a highly organized, flexible, dynamic and robust system of prospect management incorporating newer technologies and possessing 100% VP support, enabling easy transition to trustee reporting. Join me as we examine this progressive journey!

Speakers:

Lisette Clem, Director of Advancement Services, Bryant University
Lisette Clem is Director of Advancement Services at Bryant University, where she manages a brilliant team of AS professionals who specialize in gift processing, data integrity, database management/reporting, coordination of direct mail projects, prospect research and management, budget management, development and alumni relations officer support, and analytics. Lisette has over 20 years’ experience serving the nonprofit community in various operational and fundraising positions.

Nicole Melmed, Research Analyst and Campaign Coordinator, Bryant University
Nicole Melmed currently serves as a Research Analyst and Campaign Coordinator at Bryant University, and has over 20 years’ experience with prospect research in higher education. In her current capacity as Campaign Coordinator, Nicole manages the capital campaign pipeline and delivers analytics regarding progress against planned and pending solicitations, as well as coordinates the efforts of the Campaign Leadership Committee.

You shouldn’t have to learn your software, your software should learn you. A primer on all things Artificial Intelligence and Machine Learning

Artificial intelligence and machine learning are the new buzz-phrases in the data world. In this talk, we will explore practical ways that AI and machine learning can and will impact the nonprofit fundraising space. We will examine how AI and ML can make our abundant amounts of data actionable both for frontline fundraiser who are tasked with managing donors and closing transformational gifts as well as for all of those who support them.

Speaker:

Adam Martel, CEO and Cofounder, Gravyty
Adam is the CEO of Gravyty, the first plug-and-play artificial intelligence platform specifically developed for frontline fundraisers. Before starting Gravyty, Adam worked at Babson College as a major gifts fundraiser. Because of this, Adam has a deep and personal understanding of the challenges that NPOs face while trying to raise money and throughout his years as a front-line fundraiser, he has worked with thousands of donors and has helped nonprofit organizations raise millions of dollars.

Digital Communications + Major Prospects

Communications used with key prospects should reveal insight into an institution’s brand, position fundraising ambitions through vivid storytelling and reflect elegant design. In a digital era, development teams must seek to seamlessly present highly curated and personalized content directly to major donors. We will discuss the challenges of traditional approaches and demonstrate how digital channels are being created to allow development teams to share dynamic content with key prospects.

Speakers:

Larry Snavely, President, Snavely Associates
Larry Snavely is the founder of Snavely Associates, a development communications firm. As we look back at the amazing number of great projects and important causes we’ve had the privilege to share with our clients over the past 35 years, we are both very grateful and very proud. There are worse gigs than helping people come together in support of better education, better health care, and a better world.
Education: Beloit College, BS

Sandy Fasules, Director of Digital Marketing, Wellesley

Cory Andersen, Account Leader, Snavely Associates

Starting a Student Alumni Association (SAA) at your High School

If colleges can do it, why can’t high schools? Central Catholic High School in Lawrence, MA started a Student Alumni Association (SAA) group in the Fall of 2015 as a way of engaging current students in the day to day operations of the Institutional Advancement Office and to expose them to what being a member of an alumni association is all about after graduation. It’s not as hard as you think to start a group. With a good plan and goals in place, any school can have an effective SAA program.

Speakers:

David Erwin, Director of Instituitonal Advancment, Central Catholic High School
David currently serves as the Director of Advancement for Central Catholic High School in Lawrence. He has also served as the Assistant Director of Advancement/Director of Alumni Relations for over 10 years at his alma mater, Catholic Memorial School, as Director of Development for Cambridge Montessori School and as the Director of Development & Alumni Relations at Marian High School in Framingham. He started the Student Alumni Association at Central in 2015.

Kassie Infante, Alumni Relations Associate, Central Catholic High School

A Master Class in Masters Marketing

Quick! Your university’s administration has asked you to launch a first-ever master’s program and enroll its inaugural class—all in 10 months. Where do you even start? Attend our one-hour session to learn how we did it and how these five easy steps may help you with your own quick turn-around for recruiting assignments.

We knew little about our competition, didn’t know how we’d fit into the marketplace, had a minimal budget, and no enrollment staff at the onset.

Ready, set, go! In this session, we’ll showcase Boston University School of Hospitality Administration’s new Master of Management in Hospitality (MMH). Learn how our 2016-17 fast-track, cost-effective marketing, digital advertising, and recruitment plan generated nearly quadruple the number of students (39) than we initially targeted (10). We’ll discuss:

1. How we defined our target market
2. The positioning strategy used to assess competition and our place in the market
3. Strategic messaging and creative development
4. A digital marketing strategy crafted to generate solid leads, applications, and enrolled students, and
5. Adjustments and optimizations to the campaign for year #2—including market research to assess optimal program size

Speakers:

Pamela Sarian, Executive Director, Account Services, Marketing & Communications, Boston University
Pamela Sarian is the Executive Director, Account Services for Boston University’s in-house creative agency. There she oversees the brand, strategy and client services divisions of the agency that works on key marketing and communications initiatives for the University.
She joined BU in 2003, and has held a variety of communications positions within the University on both the academic and administrative side. Prior to BU, Pam worked in public relations in the health care sector.

Carla Bararra, Associate Creative Director, Print Design, Marketing & Communications, Boston University
Carla Baratta is the Associate Creative Director of Print with Marketing & Communications at Boston University. At BU’s in-house agency, she supervises branding, marketing, and creative for the many schools and centers of the University. As a consultant from 2006 to 2008, Baratta helped her own clients reach their full strategy driven creative potential, and prior to that she was at DigitasLbi in Boston for 17 years, where she was VP, Creative Director.

David Cotter, Assistant Provost, Graduate Enrollment Management, Boston University

#How Wesleyan Organizes its #GivingTuesday Campaign

How do you coordinate a Giving Day campaign to get maximum reach with your supporters? Representatives from Wesleyan and #GivingTuesday will discuss how Wesleyan has successfully leveraged campus leaders and system-wide technology and creativity to host #GivingTuesday campaigns. Hear how the campaign team has expanded on their success year over year and review the robust communications planning that occurs to support the large scale campaign. Discussion will also include advice and lessons learned.
Attendees will learn how to:
Organize a GT Campaign Team
Get started with GT campus-wide campaign planning
Consider GT campaign goal setting

Speakers:

Chuck Fedolfi, Director of Annual Giving, Wesleyan University
Chuck has 25+ years of experience in both for-profit and non-profit organizations as has been a volunteer fundraiser for St. Paul’s School in Concord, NH for over 30 years. He has held director level positions in annual giving at Bowdoin and Wesleyan and has managed the Giving Tuesday campaign for the past four years, annually raising $1 million on the day. Chuck holds an MBA from the Questrom School of Business at BU and an MS in Counseling Psychology from Northeastern

Heather Fields, Higher Ed Outreach, #GivingTuesday
Heather is marketing specialist who leads higher ed campaign outreach for GivingTuesday. She publishes free campaign planning resources and profiles campaign case studies for higher ed campaign leaders who subscribe to the GivingTuesday email newsletter and blog. She has 20+ years of marketing experience including as campaign leader for Baltimore’s GivingTuesday campaign in 2013 which raised $5.7M.

Community College Challenges when Fundraising for Capital Projects

Speaker:

Mary Shia, Vice President, Institutional Advancement & Alumni Relations & Executive Director of MassBay Foundation, MassBay Community College
Mary Shia has been at MassBay Community College, serving as the Vice President of Institutional Advancement and Alumni Relations, and the Executive Director of the MassBay Foundation since 2013. Ms. Shia leads the individual and corporate giving to the College. She also oversees the Foundation giving area, and the grants office, while also managing an individual donor portfolio. Working closely with the College president on two capital projects.

Ms. Shia began working in higher education more than 20 years ago and served in advancement roles. During that time, she has directed development efforts, alumni programs, donor relations and stewardship offices, as well as managed frontline gift and development professionals. She has assisted donors in creating six-figure gifts to endow academic programs and scholarships. At MassBay she initiated the donor recognition programs and oversees the Foundation Board and the Alumni Council volunteer board.

Before joining MassBay, she was the Director of Development at the Institute for International Urban Development and prior to that position she was the Director for Development at the Harvard Graduate School of Design.

Ms. Shia earned her undergraduate degree from the University of Massachusetts in Archaeology and her master’s degree in Anthropology and Archaeology from the Harvard University Extension School.

Opportunity & Inclusion: Efforts & Resources

Join us to discuss what we have done as CASE D1 to increase diversity and inclusion opportunities and share ideas. Hear from Anita Walton what resources CASE is offering to promote programming, trainings, alumni programs, scholarships, etc.

Speakers:

Anita Walton, Director of Diversity and Talent Management, CASE

Jenny Hammond, Director of Alumni and Parent Engagement, Deerfield Academy

How to Become a CASE Conference Speaker

Are you interested in sharing your insights, knowledge, experience, and wisdom at a future CASE conference? Learn about how to develop strong concepts and descriptions that will help you become an effective speaker candidate.

Speaker:

Kevin Wesley, Executive Director of Alumni and Friends Engagement and the Clark Fund, Clark University

Doing More with Less – Managing your Digital Budget to Increase Leads

Discussion on how to optimize your existing online properties and maximize the budget potential to increase qualified leads.

Speaker:

Rebecca Oliver, Assistant Director of Marketing, Lasell College
Rebecca Oliver specializes in digital marketing and brand awareness for HIgher Education institutions.

Instagram Takeovers

Even though Instagram Takeovers may seem trendy, they can be a valuable aspect of any Instagram marketing strategy. If you are wondering what Instagram takeovers are and how to organize them to boost your Instagram marketing efforts, this roundtable is for you! We’ll review the steps of a successful, CASE Award winning Instagram Takeover program at Northeastern University.

Speaker:

Jordana Torres, Associate Director – Social Media, Northeastern University Office of Alumni Relations
Jordana Torres has been at Northeastern University since 2011 in a variety of positions of increasing responsibility. As Associate Director of Social Media, a position she has held since 2015, she manages a social media presence and regularly corresponds with key team members and departments to outline and drive comprehensive social media strategies for Facebook, Twitter, Instagram, LinkedIn, and YouTube. During her tenure, she has grown Facebook, Twitter, and Instagram audiences by 330%, 320%, and 1,250%, respectively. She maintains an average TER (Total Engagement Rate) on Twitter of 2.39%, more than 3X greater than the platform average of 0.7%.

Special thanks to our sponsor Funderful for their contributions to Thursday’s Breakfast Roundtables.