All Sessions by Day


Launching a New President: Brand Building and Fund Raising 101

by Carolyn Behan Kraus, Andrea Kovacs, Clay Ballantine, Jeffrey Wolfman

Following the retirement of its long-serving president, Albertus Magnus College turned its “once in a lifetime” opportunity to…

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Succession Management Strategies: Graceful Exits of Board Members

by Dahlia Handman

Advisory Board members and boards of trustees are similar to other groups in that they go through various…

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Advancing Wonder Women: The Power of Cultivating Culture and Mentorship

by Katie Gallagher, Emily Gillette, Megan Martin, Arielle Purcell, Judite Vamvakides

Four former female colleagues share the importance and impact of positive mentoring relationships in a challenging environment. This…

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Engaging Alumni Online – Webinars, Virtual Book Clubs and More

by Jean Chisser, Zach Rubin

Looking for innovative ways to engage alumni? It can be challenging to find new ways to engage alumni,…

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Everyone Is A Fundraiser: Recruiting Faculty & Staff to Fundraise for You

by Jessie Lawrence, Arnav Manchanda

Outside of our Advancement bubble, the saying goes that the real “F word” at universities is fundraising. While…

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The Personalization Mandate: How Alumni Communications are Going from Blast to Unique

by Betsy Doherty, Nick Zeckets

It’s getting harder every year to get through to alumni email inboxes – nevertheless earn opens, clicks and…

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Session 1: How to Increase Diversity, Equity, and Inclusion Using your Institution’s Demographic Trends

by Veronica McFall, Sharifa Wright

In this session, attendees will discuss an overview of demographic trends that inform why diversity and inclusion efforts…

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Session 2: Lunch and Learn: Diversity, Equity, and Inclusion from Multiple Perspectives

by Veronica McFall, Sharifa Wright

Over lunch, attendees will spend time at their tables in discussion and reflection about diversity and inclusion goals…

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Session 3: Guest Speaker TBD

by Veronica McFall, Sharifa Wright

Following lunch, an afternoon speaker (TBD) will do a deep dive into diversity issues that exist in development…

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Get on the Dean’s List: Developing Key Relationships with Academics on Campus

by Liza Gentile, Lori Zabatta

Alumni engagement rests largely on the shoulders of the alumni relations team, but with development of key departmental…

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Annual Giving Stewardship

by Jennifer Dallaire, Courtney Knauss

This session will showcase Boston University’s Annual Giving Stewardship Program including acknowledgments, impact pieces, events, donor recognition &…

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Integrating Direct Response Strategies into your Development Program

by Anthony Alonso

This session will explore ways to integrate all forms of direct marketing into your development plan. Discover new…

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Moving from ‘Metrics’ to ‘Portfolio Optimization’ to maximize Fundraising!

by Deb Cunningham, Brian Otis, Tom Scarlett, Chris Toro

Have you been using a metrics based system to establish goals and manage your work or the work…

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Why you may want to consider a TeleWork Plan at your organization.

by Ivona Jukic, Christina Kennedy

In a competitive environment of recruiting and retaining talented staff, offering a TeleWork Plan can be an attractive…

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What Development Can Learn from Journalism: How to find, report and share compelling stories as part of your fundraising strategy

by Beth Flynn, Michelle Morrissey

Storytelling is the latest buzzword in fundraising, development and donor engagement in the higher education/non-profit world. But journalists…

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Changing the Narrative of Planned Giving: How Higher Education Institutions Can Learn To Tell Stories From International Development Organizations

by Wil Crooks, Nate Kaunley

In this session attendees will learn how to change the traditional planned giving narrative. Many times, the marketing…

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Targeted Social Media Ads to Drive Maximized Alumni Participation

by Annika Jensen

An organic Facebook post published on your business page will only be seen by 2% of your followers….

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Building Thriving Alumnae Communities

by Victoria Gonin, Johanna Hussey

Come hear about Dartmouth College and Brown University’s successful alumnae engagement efforts. We’ll be touching on two separate…

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SEO & Social Media: Reshaping Organic Marketing

by Erika Fields, Rebecca Hofstetter

When it comes to organically marketing your institution online, SEO and social media go together like peanut butter…

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Crafting Development Content for Events

by Julia Serazio, Meg Umlas

More and more institutions are using high-level events, such as gala dinners, to celebrate leadership donors. Coming up…

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An EVP and CEO Walk Into a Bar… Lessons from the Top on Building Teams and Growing Your Advancement Career

by Brent Grinna, Charles Pagnam

Join Charlie Pagnam, Executive Vice President of the University of Massachusetts Foundation, and EverTrue Founder and CEO Brent…

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Unlocking the Mystery of Securing a $100M Gift

by Don Hasseltine, David Keeffe, Scott Nichols

This session will provide an insiders view of the process two universities used to build a relationship with…

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Optimizing your Advancement Shop: Keys to Reaching and Sustaining New Fundraising Heights

by Benjamin Tompkins, David Woodruff

Demands on today’s advancement shops are steeper than ever, fueled by growing dependencies on philanthropic dollars, rising pressures…

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Dare Northward: Inside the largest campaign ($750M) in Liberal Arts history

by Sandy Colhoun, Jen Ericksen, Rich Majerus, Dan Olds

Colby College in Waterville, Maine is undertaking a historic campaign to lift the College to new heights. With…

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I’m Every Woman! How to Pass the Gender Barrier and Negotiate a Raise

by Hillary Babick, Diana Curran, Dana Grider, Melissa Rogers

“I’m Every Woman!” Nothing quite helps you acknowledge your inner greatness than Chaka Khan’s powerful vocals except for…

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University Fundraising when you don’t have Alumni

by Amanda Fritz, Alexis Gaiptman

The Montreal Neurological Institute of McGill University raised over $75M in the last five years. Without any alumni…

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Donor Retention through Employee Retention

by Debbie Dankoff, Maxyne Finkelstein

Donor loyalty is no longer the norm. With an increase in the number of NFPs that specialize in…

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Taking stock – managing the post campaign years

by Brenda Ricard

After the conclusion of a comprehensive campaign, what do you do next? This session will cover three key…

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Bringing Stewardship and Cultivation Together: Crafting Stewardship Plans that Build Lifelong Donors

by Jen McGrath, Corey Smentek

Are you looking for ways to align stewardship more closely with cultivation? Bringing donor relations and stewardship to…

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Strategic and Meaningful: What does Inclusive Engagement look like at your Institution?

by Greg Batcheler, Moana Bentin, Sarina Noone, Marvin Vilma

In planning broad-based alumni engagement programs, we often follow the principle that “more is better” – more events,…

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Engaging Alumnae of Color: Persistence, Possibilities, and the Power of *Their* Voices

by Colleen DelVecchio, Amy Moscaritolo

With a long tradition of Women’s Leadership Conferences for Smith College alumnae, 2018 saw the 50th anniversary of…

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Video Storytelling: Demystifying the Process & Maximizing Return

by Dorit Rabbani, Kristin Sukraw, Mike Sukraw

The world of video storytelling can be a bit overwhelming and oftentimes organizations wonder where to start. At…

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Gender Matters: A Practical Approach To Grow Women’s Philanthropy

by Patricia Jackson, Kathleen Loehr

We are what we practice. Fundraisers across the United States are extremely practiced at raising over $400B each…

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How to build a brand that promotes the parts and advances the whole

by Lyn Chamberlin, Roger Sametz

In an increasingly competitive academic environment, having a wide range of offerings can make telling your story—and engaging…

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Building the Plane While Flying It

by Tracy Barlok, Troy Finn, Donald Weinbach

Rapid change and innovation have rendered top-down, rigid strategic plans practically obsolete. Instead, advancement leaders are mirroring high-tech…

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Raise Big Money In One Day By Going ALL IN

by Christine Tieri, David Wegrzyn

You’re invited to an insider’s view of a hugely successful advancement initiative! We wanted to take our Bryant…

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The Changing Nature of Prospect Research and Prospect Identification for Fundraising

by William Tedesco

The nature of prospect research is changing. With technological advances such as artificial intelligence and digital centralization, the…

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Campaign Volunteer Structure: Which One is RIght for your Institution?

by Beth Howland, Keith Michel

In preparation for a campaign, volunteer structures are often discussed as they are an important and integral component…

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Is It A Tradition Or Just A Bad Habit? Know How And When To Refresh Your Annual Events.

by Mo Cotton Kelly, Jill Williams

Awards Galas, Reunions, Scholarship Lunches–annual events can reconnect alumni, steward donors, honor volunteers, raise funds, and educate internal…

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Cross-Cultural Competence in International Advancement

by Aamir Anwar, Kati Reusche, Marisa Shariatdoust

This session will address some of our fundamental challenges in international advancement. As we communicate and meet with…

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Small but Mighty Management: A Small Shop Managers Workshop

by Eric Gustafson, Meghan Hallock

Managing the small shop often feels like running triage at an emergency room – too many critically ill…

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Identifying and Innovating the Connected Donor Journey

by Diana Curran

There’s a lot that happens before a prospect becomes a donor. What does that look like for your…

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Regional Network Funding Model

by Alyssa Holland, Megan Meagher

Allocating budget dollars for regional networks/chapters can be an arduous process for some colleges and universities with the…

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True Grit: Modeling Resilience in your Capital Campaign

by Tobey Fossey, Koreen McQuilton, Mary Merrill

Even with the strongest feasibility study, the greatest team of volunteers, and a clear mission statement, schools can…

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Benchmarking and Building: maximizing revenue through Leadership Annual Giving

by Kristen Atwood, Dane Lighthart

Learn how Boston University refocused and re-branded it’s Annual Fund Leadership Giving Society with an eye to creating…

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Child’s Play? Entertaining Families at Reunions

by Kelley Keenan, Aimee LeBrun

Pent-up demand for more children’s programming at Harvard Business School reunions started manifesting in strange ways. When an…

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From Student to Donor: A Lifetime of Engagement

by Betsy Dubuque, Sarah Murray, Christine Regan

Gone are the days when a donor would walk into a development office and present a check without…

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Sustaining Year-Long Planning for Annual Giving

by Phil Dimartino, Stephanie Quinn

In Annual Giving, each new fiscal year brings with it a completely blank slate for your Marketing &…

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Strategies for Effective Volunteer Management in Independent Schools

by Tammy Hobbs Miracky, Kim Jennings

For development professionals in parent giving in independent schools, understanding best practices and strategies behind good volunteer management…

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Changing Course in Major Gifts: A Case Study

by Rohan Barrett, Anne Gotfredson, Brooke Hagerman, Ariadne Valsamis

Harvard Medical School’s principal and major gifts fundraising model was primarily focused on academic departments and initiatives, with…

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The Evolution of Online Fundraising: Crowdfunding, Giving Days, and Beyond

by McCabe Callahan, Mike DeGuglielmo

Online giving continues to transform fundraising across industries, but this premise is never truer than in the context…

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10 Independent School Marketing Takeaways from Classic Children’s Books

by Charles Putney

As online marketers, we are storytellers at heart, and one of the purest forms of storytelling is children’s…

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CASE’s Alumni Engagement Metrics Project

by Fred Weiss

In early 2018, CASE published a whitepaper entitled “Alumni Engagement Metrics” based upon the input of a Task…

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CASE’s Advancement Analytics Initiative

by Fred Weiss

At CASE’s International Summit for Advancement Leaders, we announced “AMAtlas” our initiative to become the global resource for…

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Closing the Mentorship Gap

by Patrick Coleman, Kat Mor, Stacey Moulton, Jen Pollard, Tyler Wentworth

Mentorship unleashes social capital and opportunity, paving the way to career success for students and alumni. But students…

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Improv in the Workplace: How the Principles of Improv Will Sharpen Your Advancement Skills

by Alex Barber, Stephen Morin

The principles of Improv, especially the foundational skills of “active listening” and “yes, and…,” can help you get…

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Managing the ‘Ask’…Essential Steps When Soliciting Major Donors

by Diane Carlson

For more than 30 years, Diane M. Carlson has been helping her clients ask for and receive millions…

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The 21st Century Advancement Shop: Strategies for a Digital World

by Shelby Childs, Kestrel Linder

Venmo… Snapchat… Apple Pay… More than ever before technology is impacting advancement strategies. This presentation will survey the…

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Inspiring Support In Troubled Times: Making The Case For Giving To Independent Schools In 2019

In these serious times, when groups of people, philosophies and ways of life seem vulnerable and threatened, it’s…

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From Skeptics to Advocates: Overcoming the stigma of marketing for fundraising

by Nicole Antil, David Hoffman

With an average human attention span barely exceeding 8 seconds and an increasingly competitive landscape, fundraising professionals today…

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Engaging International Alumnae

by Gretchen Orschiedt, Marion Paterson

Hear how one school thought “outside the box”, dreamed big and branded a program to engage a targeted…

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Alumnae Relations In The Independent School: Small Shop, Big Impact

by Stevie Lee Taylor

Time and money – two resources that may be limited in a small shop at an independent school….

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Using Texting as an Engagement and Fundraising Tool in your Toolbox

by Catherine Brobston, Tracey Perkins, Lauren Pyes

A panel discussion featuring representatives from both private and public schools to share what they’ve found to be…

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Moving Past the Hashtags / Lean-In Movements

by Temi Akin-Aina

Moving past the hashtags / Lean-In movementsWork places have been rocked by the #MeToo movement. Is there a…

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How can non-CFR development officers work with CFR colleagues to help achieve the institutional mission

by Cecilia Lalama

We would like to host a moderated session of at least three Corporate/Foundation Relations panelists from 2-3 area…

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Successful Strategies for Building a Powerful Volunteer Pipeline

by Christine Tempesta

Building a pipeline of high quality, diverse, and qualified volunteers is a challenge for every advancement team. Putting…

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Come Together Now: University-wide Data Integration

by Judy Doherty

Join an interactive discussion. Members of the panel will share their successes and challenges with University-wide data sharing,…

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