2019 CASE VIII Conference

February 13-15, 2019 | Hyatt Regency Vancouver | Vancouver, BC Canada

NORTHERN LIGHTS: Life is Short. Learn Fast. This is the espresso of conferences. Concentrated. Strong. Stimulating. Condensed formats. Interactive sessions. Relevant topics. Stellar speakers. Great networking. Compressed to give you the perfect jolt to your year. And in one of the world’s most beautiful cities, too. Give it a shot.

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Join your colleagues from throughout CASE District VIII and register today for the 2019 CASE VIII Conference for three days of insightful keynotes, high level education and networking.

The 2019 CASE VIII Conference will bring together hundreds of advancement professionals working in communications, alumni relations, government relations, fundraising and advancement services from throughout the district for three days of insightful keynotes, high level education and networking, all held in the Hyatt Regency Vancouver situated in the heart of downtown Vancouver, British Columbia. Visit www.case8.org for more information on CASE District VIII.

Meet our sponsors and exhibitors.

PROGRAM

CASE VIII conferences bring a unique focus on advancement-specific issues including development, alumni engagement, communications and advancement services. The content tracks of the 2019 CASE VIII Conference are:

  • Fundraising and Philanthropy
  • Alumni and Engagement
  • Marketing and Communications
  • Information and Analysis

The schedule below is subject to change. All breakout sessions are one hour in duration.

Deep Dive Session on Design Thinking (Speaker: Prof. Vikram Jandhyala, VP for Innovation Strategy, UW)

180 min

Opening Luncheon and CASE VIII AGM (Keynote Speaker: Dr. Martha C. Piper, President & Vice-Chancellor Emerita, UBC)

Dr. Martha Cook Piper, O.C., O.B.C., Ph.D., was the Interim President and Vice-Chancellor of The University of British Columbia from 2015-16. She also served as the 11th President of the University of British Columbia from 1997 to 2006. Prior to Dr. Piper's remarks, Sue Cunningham, President and CEO of CASE, will speak.

75 min

2:00 PM Breakout Sessions – Fundraising and Philanthropy

From a Glass of Scotch to a Million Bucks – Creating an Endowed Professorship

Presenters:
  • Jon Larkin, Senior Director of Development and External Affairs, College of Health Sciences, Boise State University
  • Tim Dunnagan, Dean, College of Health Sciences, Boise State University
Thanks to the leadership of some truly dedicated faculty and their inclusion of a donor for 30+ years, the creative approach of a Dean, and the dogged efforts of a gift officer, a new $1 million endowed professorship is about to be announced in the smallest department in the College of Health Sciences at Boise State. The donor cycle steps are textbook, but the gift structure and funding mechanism is truly unique.

Should You Speak To Everyone?

Presenters:
  • Suzanne Ostrow, Director, Annual Giving, The University of British Columbia
  • Julia Nyberg, Development Officer, Annual Giving, The University of British Columbia
I'm sure you've heard it before, why aren't you talking to all our constituents every year? If you have contact info for 400,000 people, why aren’t you reaching out to all of them? Look at all the revenue you are leaving on the table! Right? Is this approach really worth it? In spring 2018, UBC sent a fundraising appeal to 89% of the individuals in its database. Learn the positive and negative lessons from a team that tried this approach.

2:00 PM Breakout Sessions – Information and Analysis

No Time for Data Analytics? Hire Analytics-Savvy Student Assistants

Presenters:
  • Amy Matsubara, Prospect Analyst, The University of British Columbia
  • Mai Bui, Data Analyst, The University of British Columbia
With few resources, you too can undertake simple data analytics projects or expand your current data analytics program. Many undergraduate students today learn basic analytics skills in statistics courses or teach themselves commonly-used analytics tools. And, these students are keen to put these skills into practice. This session will outline the University of British Columbia’s experience with part-time student assistants supporting data and prospect analytics work. It will offer tips on how to select and supervise student hires and discuss sample projects. The presenters will share challenges and lessons learned.

Our CRM Conversion Journey to Go-Live and Beyond

Presenters:
  • Mark Koenig, Assistant Vice President, Advancement Services, Analytics and Digital Strategy, Oregon State University Foundation
  • Vivek Narendra, Director of CRM Strategy, Oregon State University Foundation
In this session, you will learn how to create a framework to design and deliver a successful CRM conversion strategy. Join us as we walk you through successfully planning your organization’s CRM implementation. We’ll share recommendations for progressing from go-live to steady state and ways to transition to the optimization phase. You will hear the do’s and don’ts, discover best practices, and learn techniques that will transform your workforce into empowered end-users.

2:00 PM Breakout Sessions – Marketing and Communications

Let Me Tell You a Story: How to Help Faculty Unleash the Storyteller Within (Part 1)

Presenters:
  • Teresa Koeppel, Senior Director for Communications and Engagement, UW Medicine Advancement
  • Molly McCarthy, Managing Director of Marketing and Communications, UW College of the Environment
  • John Meyer, Assoc. Director of Science Communication and Special Projects, UW College of the Environment
Our faculty are world-renowned for their cutting-edge research, for the unshakable optimism that pushes them to tackle some of our greatest challenges. They’re passionate about turning their ideas into impact. But...sometimes they need a little help. Learn how you can help your faculty deliver powerful messages with greater purpose and clarity, exchanging anxiety for confidence, and designing effective and persuasive presentations. Part presentation, part workshop, this session is for anyone who finds themselves helping researchers prepare to communicate effectively with donors, media and a host of other audiences. Part 2 (workshop) of this session will take place from 3:15pm to 4:15pm on the same day.

Marketing to Lost Alumni: A Campaign to Get Reconnected

Presenters:
  • Catherine Riggins, Associate VP Marketing & Alumni Relations, Royal Roads University
  • Mehgan Cabrera, Alumni Relations Manager, Royal Roads University
This presentation reviews RRU's integrated ‘Lost/Found’ alumni marketing campaign. The campaign ‘Instant connection, endless value’ targeted lost alumni using a mix of digital tactics and engaging creative that could be scaled, depending on the size of your university. This campaign highlights the benefits of joining our alumni engagement platform and boosted signups while also encouraging peer referrals. In this case study we will share our motivations for the campaign, while also providing an overview of what campaign elements were most effective and easy to recreate within your own marketing planning.  

2:00 PM Breakout Sessions – Alumni and Engagement

Creating and Deepening Donor Relationships with Legislative Advocacy

Presenters:

  • Courtney Acitelli, Director of Legislative Advocacy, UW Impact, University of Washington Alumni Association
  • Andrew Foster, Assistant Director for Organizational Research and Special Projects, Oregon State University Foundation
  • Heather Hoeksema, Senior Director of Marketing and Communications, University of Washington College of Engineering

Legislative advocacy is an effective strategy for advancing a public institution’s funding requests. But it also serves another function: it offers a significant and fulfilling volunteer experience for donors, alumni, and other stakeholders. These connections can translate into deeper engagement, more philanthropic opportunities, and new prospects. Learn how legislative advocacy has led to great outcomes for relationship-building, education, legislation, and advancement at the Oregon State University Foundation and the University of Washington.

Crossing the Graduation Divide: The Why and How of Connecting Alumni and Students

Presenters:
  • Jennifer Regan, Alumni Relations Manager, Allard School of Law, UBC
  • Rosemary Casson, Manager, Alumni Engagement, Faculty of Dentistry, UBC
Looking for ways to connect your current alumni with your future alumni? Join us for an interactive discussion as we share how UBC's Faculty of Dentistry and Allard School of Law have found unique and effective ways to bring together alumni and students. From dinner parties to special interest mixers to welcome cards, we will introduce a diverse array of activities and strategies you may want to consider for your own alumni and student community.

 

3:15 PM Breakout Sessions – Fundraising and Philanthropy

Fundraising Without Ego

Presenters:
  • Lisa Slater, Associate Director, Development, Faculty of Medicine, The University of British Columbia
  • Erin Bartlett, Associate Director, Development, Faculty of Medicine, The University of British Columbia
  • John Fleming, Associate Director, Development, Gift and Estate Planning, The University of British Columbia
  • Jonathan Doan, Associate Director, Development, Faculty of Applied Science, The University of British Columbia
  • Nic Miller, Development Officer, Faculty of Medicine, The University of British Columbia
  • Dave Keefe, Associate Director, Development and Alumni Engagement, Faculty of Arts, The University of British Columbia
Lots of fundraising organizations say that they value collaboration - but in the post-secondary setting, silos and a focus on achievement of individual or unit-based goals is the norm. This presentation will provide a window into what is possible when we commit to true collaboration between individuals and across faculties or units, the barriers that may exist in our organizations and how to overcome them.

Teams Achieve More: Breaking Down the Silos to Build a Principal Giving Program

Presenter:
  • Lisa Calvert, VP of Advancement and CEO of WSU Foundation, Washington State University
Come learn how you can build a collaborative and inclusive principal giving program to inspire transformational investments at your institution! Prior to launching our new program at Washington State University we conducted a benchmarking survey of peer and aspirational institutions to help customize the perfect program for our size and culture. We will share insights on how to plan and execute highly personal, purposeful, strategic engagement by experienced development professionals for bold cross disciplinary ideas that impact society and humanity for any sized institution.

3:15 PM Breakout Sessions – Marketing and Communications

Engaging Audiences, Landing Gifts with Video

Presenters:
  • Niall McKenna, Communications Strategist, University of Alberta
  • Ryan Whitefield, Digital Multimedia Expert, University of Alberta
When it comes to online content, they say “video is king.” By 2020, 80 per cent of Internet traffic will be video. One survey found that three in four donors use it to understand the impact of charities and more than half made an online gift after watching a video. Institutional advancement communicators need to get on board. But where do you start? How do you get past talking heads and produce high-impact stories that inspire audiences? This workshop will arm you with all the steps.

Let Me Tell You a Story: How to Help Faculty Unleash the Storyteller Within (Part II - Workshop)

Presenters:
  • Teresa Koeppel, Senior Director for Communications and Engagement, UW Medicine Advancement
  • Molly McCarthy, Managing Director of Marketing and Communications, UW College of the Environment
  • John Meyer, Assoc. Director of Science Communication and Special Projects, UW College of the Environment
Our faculty are world-renowned for their cutting-edge research, for the unshakable optimism that pushes them to tackle some of our greatest challenges. They’re passionate about turning their ideas into impact. But...sometimes they need a little help. Learn how you can help your faculty deliver powerful messages with greater purpose and clarity, exchanging anxiety for confidence, and designing effective and persuasive presentations. Part presentation, part workshop, this session is for anyone who finds themselves helping researchers prepare to communicate effectively with donors, media and a host of other audiences.

3:15 PM Breakout Sessions – Information and Analysis

This Is Not a Session About Digital Marketing...

Presenter:
  • Michael Visaya, Assistant Vice President, Information Management, University of Washington
This IS a session about implementing robust marketing automation for Advancement, as told from the IT/Operations perspective. We'll share the story of UW's selection, purchase, and implementation of Marketo, an industry-leading marketing automation solution. From contract negotiation, SOW, SLA, and translating vendor doublespeak, to conversion and resource planning, making good technical implementation decisions, and navigating a wide array of change management opportunities across the enterprise in order to achieve full adoption -- we'll talk about what went well, what didn't go well, and why.

Where's our Nick Young? Resources and Tips for Prospect Research in Greater China

Presenters:
  • I-Ju Lai, Research Analyst, The University of British Columbia
  • Sarah Anderson, Research Analyst, The University of British Columbia
International prospect research is a growing area of interest for North American non-profits. Due to language barriers, geographic issues, and cultural differences, these prospects can be challenging to research. We will share some strategies and resources to help identify information on current and prospective donors living in Hong Kong, China, Taiwan, and Chinese diaspora in Southeast Asian countries. We will also offer contextual language and cultural information to facilitate research in these regions. We will include a list of online resources to help you conduct your own research in the future.  

60 min

3:15 PM Breakout Sessions – Alumni and Engagement

5 Ways to Engage Alumni in Career Development Online

Presenter:
  • Yuliya Dennis, Director of Alumni Career Services, Oregon State University Alumni Association
Engaging alumni in career development online is a great way to build up the engagement pipeline. Yuliya Dennis has been leading OSU's alumni career programs for over 2 years and has developed a variety of successful online career engagement tools. This will be a hands-on session with program examples and small group discussions. You will come away with best practices for career webinars, professional development events, campus partnerships, how to include diversity/inclusion into programming, and volunteer management and will get ideas for actionable plans, strategies, and templates.

Encouraging Play in the Sandbox (By Thinking Outside the Box): Building Campus-Wide Alumni Culture

Presenters:
  • Fred Lee, Director, Alumni Engagement, alumni UBC | The University of British Columbia
  • Christine Lee, Associate Director, Alumni Engagement, Faculty of Arts, The University of British Columbia
Although alumni engagement models are different across faculties and institutions, there are definite advantages to working collaboratively. Come hear how the University of British Columbia has set up its alumni program to maximize collaboration and innovation, and to encourage strategic partnerships across campus. This session is ideal for alumni professionals looking to deepen relationships across their institution and to strengthen success and participation in their alumni programs.

Keynote Session

60 min

Expo Happy Hour

90 min

Breakfast

60 min

8:30 AM Breakout Sessions – Marketing and Communications

Real Stories, Real People and Real Results: The Power of Documentary Video

Presenters:
  • Jennifer Amie, Director of Marketing and Communications, OHSU Foundation
  • Heather McLendon, Director of Digital Strategy, OHSU Foundation
  • Lionel Coleman, Filmmaker, Independent Film Director
Learn how to tell real stories, by real people, without sacrificing excellence or brand messaging. Sometimes the best way to give voice to your institution is to let the people you serve do the talking. But, turning over the mic means giving up some control and requires a shift in mindset. The OHSU Foundation has seen incredible philanthropic results from its documentary approach to storytelling. With examples from our CASE award-winning videos, learn how to identify stories, develop a creative vision, and build a compelling story based on true events.

Storified! How Capilano University Is Celebrating Its First 50 Years

Presenters:
  • Victoria Miles, Director, Communications & Marketing, Capilano University
  • Cheryl Rossi, Senior Communications Officer, Capilano University
  • Taehoon Kim, Visual Media Specialist, Capilano University
  • Shannon Colin, Marketing Communications Supervisor, Capilano University
When Capilano University began planning its 50th anniversary, budgets were tight and resources small. Creativity, however, was in excellent supply. From a team of storytellers a commitment emerged: celebrate through story. Learn how to shape a commemorative narrative, find stories in unexpected places, unite written and visual content and size stories from the micro to the feature for traditional and digital media. Prepare to be surprised by the stories that "stuck" and the types to avoid when you're building audience, measuring impact and bringing your event to life through story.

8:30 AM Breakout Session – Information and Analysis

Developing Dashboards for Front-Line Fundraisers, Unit Directors, and Executive Leaders

Presenters:
  • Jason Metcalfe, Associate Director, Program Services, The University of British Columbia
  • Donabel Santos, Associate Director of Business Intelligence, The University of British Columbia
UBC has developed Tableau dashboards to help front-line Fundraisers, Unit directors, and Portfolio Executives monitor progress towards individual, unit, and portfolio goals. The Dashboards allow users to monitor key strategic and tactical information and navigate to specific constituent, interaction, and solicitation records in our CRM database to keep their activities up to date and accurate.

8:30 AM Breakout Sessions – Alumni and Engagement

Engagement with an Equity Lens (Part I)

Presenters:
  • Christine Lessard, Director, The President's Circle, University of Washington
  • Leilani Lewis, Assistant Director of Diversity, Communications and Outreach, University of Washington
The values of our universities are expressed to our alumni and donors through various modes of engagement. As we work to embed diversity, equity, and inclusion as priorities in our institutions, we are developing new knowledge about how to become better at engaging with an equity lens. This session will provide practical examples for how to use an equity lens in your everyday work, wherever you sit in Advancement. Part 2 (workshop) of this session will take place from 9:45am to 10:45am on the same day.

Making Friends and Raising Money: Creating Integrated Initiatives That Benefit the Whole Team

Presenters:
  • Emily Aalbers, Alumni Relations Specialist, University of Calgary
  • Fundraising Professional (TBC)
How can we deepen the relationships we hold with donors and alumni? By strategically broadening the field of play where we engage them. Join this tag team of an alumni and fundraising professional to hear how they developed an annual cycle of integrated development and alumni engagement initiatives. For teams from 2 to 100 (in our dreams), we feel these faculty based initiatives can be scaled and applied across your institution. Together we will explore seasonal communications projects, holistic recognition plans, strategic regional visits, and integrated cultivation and stewardship processes.

8:30 AM Breakout Sessions – Fundraising and Philanthropy

Best of Both Worlds | Advance Your Campaign Through Integrated Strategic Communications and Events

Presenters:
  • Lois Epp, Director, Campaign and Development Communications, University of Calgary
  • Vanessa Ferreira, Director, Strategic Events, University of Calgary
  • Andrea Morris, Associate Vice President, Campaign and Principal Gifts, University of Calgary
Learn how integrating strategic communications and events can make a difference for your campaign. Inspiring your donors to give to causes they are passionate about can advance your campaign priorities -- while also validating your university's excellence and relevance to the community -- and instill donor confidence their gift will have a meaningful and measurable impact on the community. Hear how the combined communications and events teams at the University of Calgary elevated their $1.3 billion campaign by using strategic storytelling and best-in-class event experiences to increase engagement and giving.

For Us B(u)y Us: A Story of Black Philanthropy in Higher Ed

Presenter:
  • Nikia Washington, Student/CASE Resident, University of Washington
Take part in a discussion-based research presentation on the role of Black philanthropy in American colleges and universities. Explore this phenomenon in three-parts: What is Black Philanthropy? – Hear a theory of Black philanthropy and examine how it interacts with higher education. Rewind – Hear forgotten and never-told stories of philanthropy in the Black community and how formal and informal giving has shaped educational institutions. Funding the Future – With a foundational knowledge of Black philanthropy, explore and share strategies on how to create responsive, identity-based fundraising & engagement models.    

9:45 AM Breakout Sessions – Alumni and Engagement

Engagement with an Equity Lens (Part II - Workshop)

Presenters:
  • Christine Lessard, Director, The President's Circle, University of Washington
  • Leilani Lewis, Assistant Director of Diversity, Communications and Outreach, University of Washington
The values of our universities are expressed to our alumni and donors through various modes of engagement. As we work to embed diversity, equity, and inclusion as priorities in our institutions, we are developing new knowledge about how to become better at engaging with an equity lens. This session will provide practical examples for how to use an equity lens in your everyday work, wherever you sit in Advancement.

The Perfect Synergy: Alumni, Students, Faculty, Co-op - A Case Study in Silicon Valley

Presenters:
  • John Grant, Director, Alumni Relations, Simon Fraser University
  • Lisa Jung, Associate Director, Alumni Relations, Simon Fraser University
  • Harriet Chicoine, Program Manager, Faculty of Applied Sciences Co-op Education, Simon Fraser University
Simon Fraser University was an unknown quantity in Silicon Valley until four key areas of the University banded together to develop a comprehensive strategy; four years later and SFU is a leader that has the likes of Facebook, Google, Microsoft, and Apple recruiting on an active basis on campus. Learn about how Alumni Relations, Advancement, Co-op Education, and an academic Faculty joined forces to share resources, coordinate efforts, and to put SFU on the map in one of North America's most exciting markets.

9:45 AM Breakout Sessions – Marketing and Communications

Perpetual Beta: Bringing a Start-up Mentality to Marketing a New School

Presenters:
  • Amanda Darling, Communications Director, Lakeside School
  • Lindsay Orlowski, Assistant Director of Communications, Senior Designer, Lakeside School
Many institutions have an established brand or stakeholders who resist bold changes. But what if you could start fresh? We’ll share how Lakeside School founded an innovative new high school and tasked our communications team with developing a brand that draws on Lakeside’s trusted reputation but celebrates the new school’s distinctive educational model. If you’ve wondered what it’s like working at a start-up, this case study will illustrate the value of an iterative process, taking professional and creative risks, and the freedom that comes from embracing “scrappy.”

Ready, Set, Launch! Save Thousands on a New Website by Harnessing Staff Talent

Presenters:
  • Alex Bell, Graphic Designer, Pacific University
  • Kallen Kentner, Web Coordinator, Pacific University
The Pacific University 2017 website launch is a powerful example of how to harness existing talent to complete large projects with limited resources. Operating on a tight budget and timeline, Pacific University refrained from signing an outside contract, saving over $92,000. Instead they brought together members of design, story and web teams to complete a comprehensive website redesign and restructure. Post-launch analytics, revealed a dramatic improvement in target goals. Explore the advantages and limitations to this approach and discuss examples of creative ways to apply staff expertise.

9:45 AM Breakout Session – Fundraising and Philanthropy

Major Gift Proposals: How to Set the Stage for a Successful Ask

Presenters:
  • Leslie Kinkade, Associate Vice Chancellor for Advancement, University of Washington Tacoma
  • Teresa Moore, Founder and President, Moore Ink. PR & Fundraising Communications
You've cultivated your relationship, gained insights into your donor's interests, researched their capacity, and identified the intersection between your needs and your donor's passion. Now, you're ready to ask for a big gift! Your written proposal is your foot in the door, laying out in direct yet emotional, concise yet complete fashion the compelling opportunity for the donor to make an impact. This session will provide step by step guidance in how to write a powerful major gift proposal that increases your chances for success while further nurturing your relationships.

9:45 AM Breakout Sessions – Information and Analysis

The Big Topic of Big Data

Presenter:
  • George Firican, Director, Data Governance & Business Intelligence, The University of British Columbia
“Big Data” has been a “big topic” for a while now, but what does this buzzword mean? Is it truly just about vast amounts of data? Join us for this session to get a new perspective of Big Data, discover its potential and challenges, practical applications and examples in the fundraising and alumni engagement world.

Future of Data-Driven Fundraising: Does Behavior Trump Capacity?

Presenters:
  • Mark Hobbs, CEO, Fundmetric
  • Greg Lee, Lead Data Scientist, Fundmetric
Marketing automation and machine learning technology are being successfully deployed by the for-profit sector around the globe. Until only recently, modeling was done using historical (or purchased) data exclusively. Today, charities have access to real-time behavioural data that can be used to build stronger relationships at a greater scale. In this presentation, Dr. Greg Lee and Fundmetric CEO, Mark Hobbs will explore how this technology will impact the non-profit sector and what you can do today to get ready for the transformational impact it'ill have on how you build relationships.

11:15 AM Breakout Sessions – Alumni and Engagement

Building Meaningful Connections By Engaging And Appreciating Alumni

Presenter:
  • Jeniene Bengtsson, Associate Director, Alumni and Constituent Relations, Western Engaged, Western Washington University
We are flipping the engagement model on its head, with a focus on providing resources and assistance to help faculty, staff, and student leaders build the connections with alumni. Most alumni have an affinity not to the University, but rather the specific departments, programs, and friends during their time on campus. This engagement model helps the entire campus think about building meaningful connections by engaging and appreciating alumni and friends towards an ultimate goal of philanthropy and advocacy. The more engaged individuals are, the more invested they become.

Interrupting Privilege: Social Justice through Intergenerational Dialogues

Presenters:
  • Ralina Joseph, Associate Professor, University of Washington
  • Terri Hiroshima, Senior Director Marketing and Communications, UA: Alumni and Constituent Relations, University of Washington
Social justice. Privilege. Personal reflection. An award-winning alumni-student program, Interrupting Privilege explores how positions of privilege shore up inequality for others. Over a 10-week academic quarter, structured and facilitated intergenerational conversations and workshops provide participants with skills to examine and interrupt everyday experiences of racism – on campus and beyond. Designed collaboratively by the University of Washington Center for Communication, Difference, and Equity and University of Washington Alumni Association, Interrupting Privilege examines the challenges of race, racism, and social justice, while providing meaningful engagement opportunities for students and alumni.

11:15 AM Breakout Sessions – Fundraising and Philanthropy

Smart Planned Giving Strategies: Pulling from 30 Years of Research

Presenters:
  • Elizabeth Dale, PhD, Assistant Professor, Nonprofit Leadership, Seattle University
  • Sarah Finney, Senior Director of Planned Giving, Seattle University
  • Margaret Fielder, Assistant Director of Annual Giving, Seattle University
The U.S. is currently experiencing the largest intergenerational transfer of wealth in its history. As the Baby Boomer generation ages, researchers estimate that more than $2 trillion dollars in planned gifts will change hands. Yet, in today’s increasingly competitive planned giving environment, you’ll need smart strategies to reach your prospects. This session will synthesize findings from 30 years of planned giving research and offer suggestions for incorporating best practices into your planned giving activities. Participants will also gain insights into new research underway to illuminate donor motivations and organizational perceptions.

Staircase to [Fundraising] Heaven: High Performing Fundraisers and a Plan to Become One

Presenters:
  • Nick Peyton, Associate Director of Advancement, Social Sciences, University of Washington
  • Libby Singer, Assistant Director of Development, The Bush School
  • Halbe Dougherty-Wood, Partner, Client Services, New Theory
  • Jessica Balsam, Director, Prospect Management, University of Washington
We will explore the successful professional development path of a major gift officer (MGO) and identify the steps that lead to success. Grounded in data from University of Washington Advancement, the presentation aims to showcase traits of high-performing fundraisers and provide methods to replicate these practices in your work. Beginning with a 3-year plan for MGO success, followed by a step-by-step guide to working with faculty to raise sights and articulate vision for philanthropic success, this presentation will arm you with tools you need to be a high-performing frontline fundraiser.

11:15 AM Breakout Sessions – Information and Analysis

One of These Things Is Not Like the Other: Alumni Segmentation That Works

Presenters:
  • Steve Kennedy, Director, Marketing and Communications, alumni UBC
  • Dianna DeBlaere, Director, Operations and Planning, alumni UBC
  • Mai Bui, Data Analyst, The University of British Columbia
The creation of alumni UBC's user segments was part art, but mostly science. It started with initial planning and research phases, then statistical analysis, followed by segment creation where all alumni were assigned to one of ten groups. In this session, you will learn about how big data insights were used to create the segments, the unique qualities of each of them, the relevance of the model for all higher ed institutions, and how the segments are being used in programming and communications to achieve higher levels of alumni engagement.

Using Analytics for Fundraising and Engagement

Presenter:
  • Jennifer MacCormack, Senior Director, Annual Philanthropy, University of Washington
Analytics has become ubiquitous in the Advancement field, changing the way we do our work engaging and soliciting constituents. Learn how the University of Washington's leading edge Analytics group finds innovative ways to incorporate analytics into data-driven decision making--from segmenting markets to finding new prospects. Presented by former APRA board president and industry leader, Jennifer MacCormack.

11:15 AM Breakout Sessions – Marketing and Communications

How We Learned to Let Go and Embrace Creative Tension

Presenters:
  • Lisa Cook, Editor-in-Chief, New Trail Magazine, University of Alberta
  • Marcey Andrews, Art Director, New Trail Magazine, University of Alberta
Creative tension? Embrace it! The art director and editor-in-chief of New Trail magazine (University of Alberta) - a 2018 CASE Circle of Excellence winner - have not always seen eye to eye. And they still have many intense discussions. But they’ve learned that difficult conversations are central to elevating the end product. In this lively, interactive presentation, they will discuss the challenges they have encountered, how they resolved them and show examples of the outcomes.

Not Another Groundbreaking: The Lighter Side of Campus Events

Presenters:
  • Paul Bubluski, Marketing Coordinator, Pacific Northwest University of Health Sciences
  • Dean O'Driscoll, Chief Communications Officer, Pacific Northwest University of Health Sciences
  • Adam Story, Director of Development, Pacific Northwest University of Health Sciences
  • Cassidy Brown, Marketing Coordinator, Pacific Northwest University of Health Sciences
With new building construction on the horizon – a new building that opened the door for new programs and the fulfillment of our founders’ dreams -- we had a groundbreaking ceremony to plan. The problem? As a Health Sciences University located in the heart of one of the world’s greatest agricultural hubs, with a mission of serving the rural and underserved Northwest, we’re not exactly a gold shovel, suit-and-tie institution. Hear how a bit of creative thinking, and one fever-induced daydream, united a campus in one University-defining event  

2019 CASE VIII Awards Presentation Luncheon

75 min

2:00 PM Breakout Sessions – Alumni and Engagement

Making the Case for Higher Education

Presenters:
  • Courtney Acitelli, Director, Legislative Advocacy, University of Washington Alumni Association
  • Brian Flahaven, Senior Director for Advocacty, Council for Advancement and Support of Education
Recent polls by Gallup, Pew, the American Council on Education and others show an erosion of public trust in higher education institutions. What is YOUR college or university doing about the decline in public perception of higher education? Are these attitudes going to catch up with your donors and prospects? Learn what CASE is doing at the national level to shed light on this topic, and how the University of Washington is bringing its key donors and volunteers into the conversation.

The Small Program Advantage. How Private Schools and Colleges Can Outsmart The Big Players.

Presenters:
  • Barney Ellis-Perry, Senior Vice President Alumni Relations, Grenzebach Glier + Associates
  • Elain Evans, Executive Director of Advancement, Collingwood School
Tired of being the small mouse in the room? Let us help you make that mouse roar with a stimulating discussion on the inherent advantages of "small" school programs and how to leverage them. What are the advantages you ask? How about agility, greater volunteer impact, simpler metrics and use of low barrier technology?

2:00 PM Breakout Sessions – Fundraising and Philanthropy

#SquadGoals: How to Successfully Engage and Solicit Your Millennial Donors

Presenters:
  • Shelly Neuhart, Strategic Marketing Coordinator, Annual Giving, WSU Foundation
  • Hailey Rupp, Assistant Director of Marketing, Marketing & Communications, WSU Foundation
  • Spencer Farrin, Development Content Strategist, Annual Giving, WSU Foundation
A session about millennials, presented by millennials. We will provide data and first-hand experiences that shine a light on effective strategies to engage and solicit a younger generation of donors. This will be an interactive session where you’ll have the opportunity to workshop ideas and walk away with practical knowledge about how to implement those ideas into your area of Advancement. We'll help you re-imagine your interactions with millennial, alumni donors and transform them into lifelong philanthropists to your institution.

Gender Matters: A Practical Approach To Grow Women's Philanthropy (Part I)

Presenter:
  • Kathleen Loehr, Principal, Kathleen Loehr & Associates
What if we knew that our fundraising "best practices" gain only minimal support from women? We have quantifiable research showing how women give differently, yet what are the fundraising practices to adapt to engage women donors as they prefer? Participants will learn why gender matters in philanthropy. They will discover what fundraising approaches may not resonate with women, what their own data is saying, and what their women stakeholders care about. Finally, they will take away many examples, specifically from McGill University, to ignite tailored new approaches. Part 2 (workshop) of this session will take place from 3:15pm to 4:15pm on the same day.    

2:00 PM Breakout Sessions – Information and Analysis

Shaping The Future of Fundraising with AI Technology Through the Eyes of the AAAC

Presenters:
  • Adam Martel, Co-founder and CEO, Gravyty
  • Rod Grabowski, Vice President for Philanthropy and Alumni Engagement, University at Buffalo
Fundraising is hard. Our fundraisers are under extreme pressure to deliver increased revenue and improved participation annually. Are these expectations realistic? This session will examine how AI technology is shaping the future of major gifts giving, right now. Using panelists from the AI in Advancement Advisory Council (AAAC), we'll examine case studies that show how AI can increase participation by multiple percentage points, how CASE organizations have scaled entire Advancement teams and efficiency without more staff or budget, and how building relationships with donors is fundamentally different in the future.

Taking a Deep Dive into Major Gift Metrics (Part I)

Presenter:
  • Jessica Balsam, Director, Prospect Management, University of Washington
How do you update metrics for 200 fundraisers in just five months? Learn how the prospect management and frontline teams formed a task force to update metrics at UW. Attendees will hear what they learned along the way about creating buy-in at the top, listening closely to fundraiser feedback, plumbing the depths of what they hoped to gain by measuring fundraiser activity, and rolling out changes. Part 2 (workshop) of this session will take place from 3:15pm to 4:15pm on the same day.

2:00 PM Breakout Session – Marketing and Communications

Photographing People: Pushing Into New Territory

Presenter:
  • Quinn Brown, Digital Editor, Columns Magazine, University of Washington
This talk will explore the current state of photographic portraiture and challenge attendees to rethink the way they approach pictures of people in their alumni magazines and visual communications. This will be a visual, entertaining presentation led by a magazine photographer—light on jargon and heavy on advanced conceptual content, tailored for both industry insiders and a general audience. Emphasis will be placed on the idea that who we choose to include in visual narratives, and the ways in which we depict them, help us fulfill commitments to equity and inclusion.

3:15 PM Breakout Sessions – Alumni and Engagement

A New Approach to Volunteer Engagement: Innovative, Integrated, and Strategic

Presenters:
  • Helen Nichols, Executive Director, Campaign, The University of British Columbia
  • Tanya Walker, Director, Alumni Engagement, The University of British Columbia
With the conclusion of UBC’s historic campaign and a new alumni UBC strategic plan, UBC has set a bold goal – to double the number of alumni contributing with volunteer engagement as a key component. We all engage volunteers, but we also aspire to have a strategy that is innovative, practical and balanced given current resources. UBC Development and Alumni Engagement is continuing with its cross portfolio approach to volunteer engagement, but what else is UBC doing? Let’s come together to share our knowledge and discover approaches in this new era of volunteer engagement.

Why Invest in a Student Advancement Program?

Presenters
  • Lauren Hamilton, Assistant Director of Student and Recent Graduate Programs, Boise State University Alumni Relations
  • Cara Walker, Executive Director of Development, Boise State University Annual Giving
Explore the advantages of investing in your future alumni and donors while they are still on campus! Student advancement programs train students to be lifelong supporters, create student advocates on campus, and engage a network of students who can communicate your messages to their peers. Students in your advancement program can gain practical leadership skills while meeting the largest supporters (financially and through their volunteer efforts) on campus.  

3:15 PM Breakout Sessions – Fundraising and Philanthropy

Blueprint: Building Your Career with Purpose

Presenters:
  • Greg Duyck, Senior Consultant, Aspen Leadership Group
  • Chelsey Megli, Director of Talent Management, University of Oregon Advancement Division
The good news: when it comes to advancing your career, it’s a seller’s market. If you’re able to meet your goals, you will have great professional opportunities. The bad news: many professionals get in their own way when charting their careers, evaluating next steps, and positioning themselves for growth. In this session, a leading talent management executive and an executive recruiter will share context on how your career can evolve, help you create a meaningful career path, and provide concrete advice for how to reach your goals.

Gender Matters: A Practical Approach To Grow Women's Philanthropy (Part II - Workshop)

Presenter:
  • Kathleen Loehr, Principal, Kathleen Loehr & Associates
What if we knew that our fundraising "best practices" gain only minimal support from women? We have quantifiable research showing how women give differently, yet what are the fundraising practices to adapt to engage women donors as they prefer? Participants will learn why gender matters in philanthropy. They will discover what fundraising approaches may not resonate with women, what their own data is saying, and what their women stakeholders care about. Finally, they will take away many examples, specifically from McGill University, to ignite tailored new approaches.

3:15 PM Breakout Sessions – Information and Analysis

Taking a Deep Dive into Major Gift Metrics (Part II - Workshop)

Presenter:
  • Jessica Balsam, Director, Prospect Management, University of Washington
How do you update metrics for 200 fundraisers in just five months? Learn how the prospect management and frontline teams formed a task force to update metrics at UW. Attendees will hear what they learned along the way about creating buy-in at the top, listening closely to fundraiser feedback, plumbing the depths of what they hoped to gain by measuring fundraiser activity, and rolling out changes.

Where Art Thou?

Presenter:
  • Donabel Santos, Associate Director of Business Intelligence, The University of British Columbia
UBC is currently implementing a "Location, Location, Location" project which aims to geocode over a million address points to help answer the "where" questions about our constituents. This session will discuss challenges, strategies and learnings in the project and offer a glimpse of our behind-the-scenes geocoding not-so-secret sauce.

3:15 PM Breakout Sessions – Marketing and Communications

How to Make Digital Marketing Matter. Hint: It's a Dialogue, Not a Monologue Presenters:

  • Elise Perachio, Director, Digital Engagement, University of Washington
  • Stefanie Starkovich, Senior Strategist for Digital Engagement, University of Washington/UW Medicine
  • Lisa Tulloch, Digital Marketing Automation Specialist, University of Washington/Alumni and Stakeholder Engagement
It’s not Don Draper’s world anymore. You can’t control every interaction people have with your institution's brand. That's why it's more important than ever to listen to what your constituents are telling you, not just through their words, but also their actions. Learn how the University of Washington is using marketing automation to deliver a more personalized experience for alumni and donors at scale and realizing work efficiency gains at the same time.

Informed Parents are Grateful, Engaged, Generous Parents

Presenters:
  • Jeanne Marie Callahan, Associate Director of Communications, Montana State University Alumni Foundation
  • Matthew Caires, Dean of Students, Montana State University
How can an institutionally related foundation team up with a dean of students to connect with parents in a relevant, meaningful way? By creating a communications strategy centered around an authentic human voice and aimed at increasing retention, graduation rates, parent engagement and giving. Learn how an integrated e-communication plan provided timely, valuable information to parents, boosted their involvement and made asking for their support a natural part of the conversation. At Montana State University, we're talking to parents – and they're talking back.

Keynote Session – Uncomfortable Conversations Worth Having: Next Steps for Advancement Professionals in the MeToo Era (Speaker: Sarah Beaulieu, Founder, The Uncomfortable Conversation)

Moderator: Sue Cunningham, President and CEO, CASE The MeToo movement broke the ice on sexual harassment in the advancement profession. But where do we go next? In this talk, Sarah Beaulieu unpacks the key elements of productive and meaningful conversations about sexual harassment. Using stories, humor and personal examples grounded in the advancement profession, she'll share how the skill of conversation can transform both personal relationships and organizational culture. Whether you are new to conversations about sexual harassment or not, you'll walk away with tools you can use.

60 min

Northern Lights After Dark (a social networking evening)

This will be held on the 34th floor of the Hyatt Regency Vancouver which offers incredible views of downtown Vancouver, the North Shore mountains, and the Pacific Ocean.

34th floor, Hyatt Regency Vancouver

CASE Café and Exhibitor Meetings

90 min

9:15 AM Breakout Session – Alumni and Engagement

Beyond The Ask: Creating A Meaningful Alumni Engagement Plan

Presenters:
  • James Plourde, Vice President, Campbell & Company
  • Jonathan Brown, Assistant Vice President, Seattle University Alumni Association
The field of alumni engagement is undergoing a dramatic evolution. In the past, efforts were focused on one metric: alumni giving. Now, colleges and universities are adopting a more holistic approach, exploring how to engage former and current students more meaningfully and measure that engagement in a purposeful way. This session will open with a discussion of Campbell & Company research on today’s best-in-class alumni engagement programs. Then, we’ll hear how Seattle University is using innovative approaches—modeled off of student engagement strategies—to build relationships with alumni. Bridging the Gap: Alumni Engagement and Fundraising Presenter:
  • Michael McNamee, Assistant Director, Colorado College
This interactive session presents the results of a long-term study on the ways various alumni engagement activities relate to fundraising. It also explores alumni giving motivations and how strategic engagement can counteract barriers to donations. Participants will leave with an understanding of Alumni Identity Theory and how it relates to crafting effective engagement events and fundraising messages.    

9:15 AM Breakout Sessions – Fundraising and Philanthropy

Don't Forget the Middle of Your Pipeline: How to Launch a Mid-level Giving Program

Presenter:
  • Anna Kelly, Associate Director of the Willamette Annual Fund, Willamette University
Learn how to launch a scalable mid-level annual giving program with appropriate metrics for goalsetting and measuring success. Willamette University’s Annual Fund launched a Leadership Giving program to cultivate individuals giving $1,000+ annually. Our program focuses on pipeline management and data-driven personal solicitations through alumni volunteer work and major gift partnerships. We will share how we set our goals, what we learned during our first two years, and where we are taking our mid-level giving program next as we head into the public phase of a campaign.

The Most Important 7 Seconds of the Introduction

Presenter:
  • Kevin Fralicks, Assistant Dean for Advancement, University of Washington School of Nursing
Have you ever wondered why people connect? What makes two perfect strangers immediately build a relationship? Do you consciously look for a trait in making friends with a person? Do people donate money to causes, or do they donate money to people? This session focuses on the key things that happens in the initial introduction of two people. This session will focus on vital information that successful service-deliverers have attained in efforts to grow customer relationships. The vital first step to initial engagement sets the course for a great relationship.

UBC Donor Case Study: A Transformative Gift for Healthy Aging

Presenters:
  • Hillary Gosselin, Managing Director, Development, Development & Alumni Engagement, The University of British Columbia
  • Moyra Van Nus, Director, Regional and Global Development, Development and Alumni Engagement, The University of British Columbia
  • Leanne Denis, Executive Director, Development & Alumni Engagement, Faculty of Medicine, The University of British Columbia
  • Lindsay Lynch, Manager, Research and Development Proposals, Faculty of Medicine, The University of British Columbia
Twelve months after making a first-time gift of C$500,000, Hong Kong based UBC alumnus, Edwin S.H. Leong, made a C$24 million commitment to establish a Healthy Aging Program. Making this donor's inspirational vision to address this far-reaching societal need a reality is a collaborative effort, involving the donor and his representatives, senior university leadership, Hong-Kong based volunteers, faculty and staff across the Faculty of Medicine, as well as university-wide development & alumni professionals. Members of the team look forward to sharing stories and experiences that led to this transformational gift.

9:15 AM Breakout Session – Information and Analysis

Recipe for Improved Data Quality

Presenter:
  • Donabel Santos, Associate Director of Business Intelligence, The University of British Columbia
One part automation, one part manual, a dash of visual and a whole lot of "team". UBC is continuously improving data quality by leveraging systems and technology, fostering partnerships across the portfolio, and promoting awareness about what data quality is and why we should all care. This session will showcase some tools and dashboards that support our quest for better data quality.

Closing Brunch (Speaker: Tiffany Dufu, Author of Drop the Ball)

Tiffany Dufu is a catalyst-at-large in the world of women’s leadership and the author of Drop the Ball, a memoir and manifesto that shows women how to cultivate the single skill they really need in order to thrive: the ability to let go.

90 min

FEATURED SPEAKERS (as of December 2018)

Sarah Beaulieu
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Sarah Beaulieu

Sue Cunningham
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Sue Cunningham

Tiffany Dufu
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Tiffany Dufu

Prof. Vikram Jandhyala
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Prof. Vikram Jandhyala

Dr. Martha C. Piper
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Dr. Martha C. Piper

AWARDS

CASE District VIII celebrates exemplary achievement in the field of advancement by member institutions. The program’s goals are to:

  • Recognize excellence in the fields of advancement
  • Encourage the education, professional growth, and development of members
  • Serve members as a community building undertaking

These goals are attained through the Professional Achievement and Juried Awards, which recognize the best accomplishments of advancement professionals and education leaders on behalf of their institutions. These accomplishments exemplify standards by which we compare our work, and educate and inspire ourselves to greater success. For more information, visit www.case8.org/awards.

REGISTRATION IS OPEN

Register now and join your colleagues from throughout the district at the 2019 CASE VIII Conference for three days of insightful keynotes, high level education and networking.

We also encourage you to book your hotel room at the Hyatt Regency Vancouver to benefit from the conference rate. The “corporate or group code” field will be prepopulated when you book using the link provided.

Title

$650 USD

EARLY BIRD RATE

AVAILABLE UNTIL TUESDAY, JANUARY 15, 2019.

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$700 USD

REGULAR RATE

EFFECTIVE WEDNESDAY, JANUARY 16, 2019.

SPONSORS & EXHIBITORS

You are invited to be a part of an exceptional marketing opportunity at this premier annual gathering of advancement professionals from institutions representing western Canada and the American Pacific Northwest. Without the generous support of both cash and in-kind goods and services from our sponsors and institutional partners from across the country it would be virtually impossible for the conference to exist.

View the sponsorship prospectus for available opportunities. Meet our sponsors and exhibitors.

VENUE

Located in the heart of downtown, Hyatt Regency Vancouver has easy access to exciting attractions, like the unique shops of Robson Street, historic Gastown, and scenic Stanley Park. 

Place your hotel reservation online or by calling 1-888-421-1442 and reference 2019 CASE VIII Conference when booking. The “conference or group code” field will be prepopulated when you book using the link provided.

Tourism Vancouver can help you plan your trip to Vancouver, British Columbia.

Hyatt Regency Vancouver
655 Burrard St.
Vancouver, BC
Tel: +1-604-683-1234

Map & Directions
Copyright 2019 CASE District VIII. Photos courtesy of Tourism Vancouver.